TSMC's 66% HPC revenue underscores AI demand as 2nm ramps
- $MU is sitting on a key support zone around $850-$870’s. The line in the sand is clear: this area has to hold. If it does, a near-term oversold bounce could backtest the 50dma around $923’s. 1
- $RKLB has dumped hard.
📌 X Insight Update[x_fin] (2026/07/16 00:00)
- Earnings ≠ price action. The read-through is blunt: good or bad earnings often have little direct linkage with stock moves. Repeated earnings seasons make that clear. The key is not the headline print, but positioning, expectations, and market reaction. [1](https://x.
📌 X Insight Update[x_fin] (2026/07/15 03:28)
- $AAPL: PrismML could be a real on-device AI unlock. Compressing powerful models enough to run directly on an iPhone would make AI faster, more private, and less dependent on expensive cloud inference. That shifts part of the AI cost stack from hyperscale cloud back to edge devices.