$IREN shows signs of an Inverse Head & Shoulders pattern 1.
Qorvo’s content in the iPhone 18 cycle is projected flat after gains in iPhone 16 and 17. Apple’s modem wins, thanks to sole-sourced envelope trackers, are positive, but cellular iPad wins likely won’t offset. FY27 will see memory pricing hit Qorvo’s Android business harder 16.
$WDC, $SNDK, $MU, $STX, and $ASML are all punching new ATHs, ripping big in premarket. These are moonshot plays; just ride the rally 23.
$NVDA is flashing signals for a push towards $200 soon 29.
$NVDA is currently retesting a key mini blue resistance line. Broader market behavior dictates its next move 30.
The market is hyper-bullish on MediaTek’s TPU volume. Google is secretly cooking a fully in-house, CoT-designed 2nm TPU project, sidelining both Broadcom and MediaTek. Google’s end game: becoming a legit alternative to NVIDIA14.
Anthropic jacked its 2026 revenue forecast by ~20% to ~$55B, eyeing ~$148B by 2029. But brace for $100B+ in model training costs and a delayed cash-flow breakeven. This flags major implications for $AMZN’s ~20% stake 25.
Updated estimates for China’s per capita household balance sheet, based on 2022 data, show assets under 400,000, real estate dropping to 40%, and financial assets topping 60%. Per capita debt hovers around 60,000, translating to a 17% debt ratio. This shift means China’s household balance sheet is now a near mirror image of the US 11.
Ultimatum issued. Eyes locked on the Strait of Hormuz 27.
Wednesday is the week’s breakpoint: Meta, Microsoft, and Tesla kick off big tech earnings. For Meta: What’s the AI ROI on those billions in capex, beyond just ads? For Microsoft: Can Azure sustain its growth? And what’s the deal with AI Copilot? 24.