Nvidia is poised for a significant investment in OpenAI, potentially its largest ever, recognizing OpenAI as a pivotal entity of our time 10, 22.
TSMC faces immense pressure to meet Nvidia’s robust demand for wafers and CoWoS chips this year, with Nvidia’s CEO highlighting the need for TSMC to “work very hard” while demand remains sky-high 10, 23, 26.
AI performance critically depends on both HBM for throughput and LPDDR for power efficiency, making memory a key driver for Nvidia’s architecture and a significant tailwind for suppliers like $MU. Industry demand continues to outstrip supply across the value chain 15, 30.
Training cutting-edge AI models presents a substantial energy challenge; continuous gains in power efficiency are paramount to avert future consumption crises 14.
Broadcom’s ($AVGO) software revenue is underperforming, compounded by Apple’s strategy to squeeze margins from WiFi chipset suppliers, signaling supply chain pressure 17, 18.
The HBM4 commercialization process is evolving, with Samsung and SK Hynix initiating “Risk Production” pre-quality tests, reflecting an accelerated push to market under high demand 29.
The US wage divide has reached historic levels: top 25% salaries surged +32% since January 2023, while the lowest 25% saw a mere +9% increase, marking a reversal of prior trends 6.
Foreign investors now allocate a record 32.4% of their US financial assets to equities, more than doubling since 2008 and topping the 1960s peak of 31.4%13.
US financial conditions have eased to 98.3 points, the lowest since early 2022. This aligns with the Fed’s175 bps rate cuts since September 2024, bringing the rate to 3.75%25.
Retail investors with modest capital should prioritize dollar-cost averaging and long-term investment for wealth accumulation, steering clear of concentrated, high-risk bets on meme stocks or high-growth plays 5.
Short-term profit-taking, exemplified by closing a position at $190, is a valid strategy. However, extreme predictions, such as PLTR plunging to $20, often miss the mark 2.
Investment outcomes are highly subjective; be cautious of definitive predictions, like Tesla stock returning to $12027.
A technical analysis on $SI showed a bullish gap fill early Friday (London time) validating a short entry, with a clear stop-loss if the gap is reclaimed 12.
The notion that “valuations don’t matter, only flows and sentiment” is flawed; market weakness in risk assets often contradicts this belief 28.
The Crypto Fear/Greed index stands at 20, indicating greater optimism than expected for current market conditions, potentially foreshadowing further downside 3.
A “whale” trader, Garrett Jin of “1011 Insider Whale,” faced a $250 million liquidation on an ETH long position on Hyperliquid after an emergency closure, leaving only $53 in the account. HLP capitalized, profiting $15 million from the event 16.
On a potential US military action against Iran, former President Trump lacked motivation for prolonged engagement, favoring decisive “special operations” that delivered immediate, declarable victories, such as Soleimani’s assassination or past strikes on Iranian nuclear facilities 11.
The path to a US green card for international students is exceptionally arduous and lengthy. It typically spans 11 years, encompassing 5 years on an F1 visa (PhD), 3 years on OPT, multiple H1B lottery attempts (e.g., 3 tries), and a 3-year wait in the EB1 queue, assuming successful academic completion without burnout 1.