$NVDA Vera Rubin and $GOOGL next-gen AI data centers are pulling 800V DC adoption forward, with shipments expected in Q3 2026. The core read-through: as AI racks move toward megawatt-scale power, 800V shifts from optional upgrade to forced capex, boosting power-semiconductor content per rack. 1
🏭 Components & Supply Chain
Doosan sold off because SK Group effectively scrapped the sale of SK Siltron to Doosan. The decision makes sense: SK Siltron is entering the wafer LTA renewal window, so selling now would likely leave too much value on the table. 2
🛒 Big Tech Valuation
Amazon looks mispriced versus traditional retail comps. The market gives Walmart and Costco more than 40x forward P/E, while Amazon gets less than 28x despite owning retail, AWS, a stake in Anthropic valued at $170B, and early third-party logistics wins with P&G and 3M. That valuation split looks absurd. 3
🇨🇳 China Macro
Large-scale layoffs at major Chinese firms require filing and approval. That regulatory friction matters for reading the current economy: headline labor-market signals may be smoothed or delayed, not fully market-driven. 4
₿ Crypto Technicals
Bitcoin bounced cleanly off the weekly 200SMA, but the bounce still needs to reclaim $66,000+ to regain strength. That level is the near-term resistance zone. 5
📈 Equity Technicals
$IWM is set up for a breakout this week. Follow-through is the key confirmation; without it, the setup remains just a potential squeeze rather than a confirmed move. 6