DanielRomero

$INTC Executive Warns CPU Shortage Is Hitting “Everyone”, and Price Hikes Are Inbound
Intel’s Global Channel Chief, Dave Guzzi, said via CRN that Intel’s CPU supply constraints are having a broader impact across the supply chain, affecting cloud service providers, OEMs, and system builders
Demand for CPUs has increased sharply, partly because hyperscalers are deploying more CPU-only workloads tied to agentic AI. In Intel’s case, older Xeon chips like Sapphire Rapids remain in strong demand, as many customers view them as a more reliable choice than newer generations
This creates a difficult tr

You could buy $MU at a $70B market cap less than a year ago
Absolutely insane

$AAOI expands its ATM equity offering program, doubling the capacity to $500 million

$PLTR and $NVDA Team to Deliver Sovereign AI Operating System Reference Architecture
Palantir and NVIDIA announced a joint sovereign AI OS reference architecture that provides a turnkey AI data center, covering everything from hardware infrastructure to application deployment
The system combines NVIDIA Blackwell Ultra AI systems and Spectrum-X networking with Palantir’s full software stack, including AIP, Foundry, Apollo, Rubix, and AIP Hub
The goal is to allow governments and enterprises to deploy advanced AI in sovereign, on-premise, edge, or controlled cloud environments, maintaining full c

Photonics stocks in layman's terms
$TSEM = $TSMC
$LITE = $NVDA
$COHR = $AMD
$BESI = $AMAT
$XFAB = $INTC
$AAOI = $MU
$POET = Groq
$ALMU = Cerebras
$AXTI = $SNDK
$CIEN = $CRDO
$SMTC = $ALAB
$SIVE = $LITE Lite

Who can say they're still up this year?

$ORCL will spend $50B in capex in FY2025
$NBIS will spend $20B in capex in FY2026
One year ago, $NBIS was a $5B company
That’s acceleration

$NVDA TO INVEST $2B IN $NBIS
NVIDIA and Nebius announced a strategic partnership to build and deploy next-generation hyperscale AI cloud infrastructure for both AI-native companies and enterprises.
Nebius said this partnership builds on its existing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. NVIDIA will support Nebius’s early adoption of its latest accelerated computing platforms to help Nebius reach more than 5 gigawatts of capacity by the end of 2030.
The collaboration includes:
•AI factory design and support, in

There’s a company that supplies to Ayar Labs and $POET
Two of the hottest photonics stocks
$125m market cap

I’ve found the only supplier to Figure AI and Unitree in the public markets
Who can guess who it is?
*Except for $NVDA

Jefferies forecasts a 31% drop in smartphone shipments amid the memory crisis
Expects Samsung and $AAPL to gain 7 and 5 percentage points of market share, respectively
$QCOM: 63% of revenue from smartphones
$ARM: 30% of revenue from smartphones

$ONDS has made its best acquisition so far for $175M
Mistral is a prime contractor on over $1B of DoD contracts
In 2025, Mistral was awarded a $982M contract for Lethal Unmanned Systems
Mistral operates a 46,000+ sq. ft. production facility in Baltimore County
Vertical integration, in-house manufacturing, and a first-class ticket to the DoD ecosystem

$AAOI insiders are selling at an unprecedented pace