To The Moon

Yes, Intel and AMD can still hold desktop dominance near term, but the moat is now clearly weaker. NVIDIA’s RTX Spark is not just a chip launch. It combines Arm CPU, Blackwell GPU, CUDA/RTX software, Windows AI agents, and OEM support from Dell, HP, Lenovo, Asus and others. That attacks the PC market through AI performance, not traditional CPU benchmarks.  But x86 still has major defences: app compatibility, enterprise fleets, gaming support, existing supply chains, and years of OEM optimisation. Most users still buy PCs for price, reliability and compatibility, not local AI agents. My view: Intel is more exposed than AMD. AMD has stronger execution and GPU/CPU credibility. Intel’s moat depends heavily on legacy x86 share, manufacturing recovery and enterprise stickiness. So, not an i

The Pulse $Hewlett Packard Enterprise(HPE)$ Forget the AI hype for a second. $HPE just did something that almost nobody does — beat revenue by nearly $1 BILLION and beat EPS by 49%. Not 5%. Not 10%. Forty-nine percent. CNBC's headline called it the largest single earnings beat since 2018 and they were right to. Revenue: $10.68B vs. $9.77B consensus. EPS: $0.79 vs. $0.53 estimate. Networking revenue: +148% YoY — that's not a typo. And then HPE did something that really caught my attention: they pulled their original 2028 long-term targets forward to FY26/FY27. When a company accelerates its own roadmap by two full years, the underlying demand is real. This is the company that everyone dismissed as "old hardware." It just handed you a 40% revenue gro

If forced to choose between the two today, I would favour the NVIDIA-ARM alliance over Intel. The reason is not simply AI hype. ARM benefits from a relatively attractive business model. Every successful ARM-based PC, server, smartphone or edge AI device potentially expands royalty revenue without ARM having to manufacture chips itself. NVIDIA's commitment gives ARM another avenue for growth beyond mobile and data centres. Intel, meanwhile, faces multiple challenges simultaneously: Pressure from ARM-based PCs. Competition from AMD in x86. Massive capital expenditure requirements for foundry ambitions. The need to prove its AI strategy can generate meaningful growth. That said, Intel is now becoming a classic turnaround story. If management executes well, manufacturing improves, and enterpri

The Pulse $CoreWeave, Inc.(CRWV)$ When NVIDIA builds its most powerful GPU cluster ever — the Vera Rubin NVL72 — and CoreWeave is the FIRST company on the planet to fully deploy and commission it, that's not a press release. That's a statement of dominance. $CRWV surged +13.96% on the news. But here's what most people missed: $NBIS (Nebius) ran +14.46% on the same day. The AI compute rental market just had a broad repricing event — and it's not over. This is the picks-and-shovels AI play in its purest form. CoreWeave doesn't need to win the AI arms race. It just needs to be the company renting the most powerful weapons to everyone else fighting it. Vera Rubin changes the density of what's possible — and CoreWeave just claimed first-mover advanta

If I already owned Micron, I would hold, but trim gradually rather than exit outright. The bullish case remains intact: HBM demand is still supply-constrained. AI servers require far more memory than traditional servers. Memory has evolved from a commodity into a strategic AI bottleneck. Micron is one of the few companies capable of supplying leading-edge HBM at scale. However, several warning signs are emerging: A trillion-dollar valuation leaves less room for execution mistakes. Expectations are becoming extremely optimistic. Capacity expansions from competitors could eventually reduce scarcity premiums. "AI stock outperforming NVIDIA" narratives often appear late in a cycle. History shows that semiconductor leaders rarely move in straight lines. Even during strong secular upcycles, 20-3

The Pulse Stop. Look at what just happened in the space sector and tell me this is normal. $Rocket Lab USA, Inc.(RKLB)$ — down 14.70% in a single session. One of the most operationally credible space companies on the market, with a real rocket that actually launches, a real customer base, and a real path to profitability. Down almost 15% in one day. $Virgin Galactic(SPCE)$ — up 21.68% in the SAME session. A company that has been functionally dormant, burned through capital, and hasn't run a commercial flight program in years. Up over 21%. This is not fundamentals. This is capital rotation in its most brutal, institutional form — and the catalyst is one that every space investor needs to understand before

I’m leaning toward $ARM Holdings(ARM)$ in this CPU war. Its business model is the most attractive because it benefits no matter who wins. Whether it’s $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , or hyperscalers building Arm-based CPUs, ARM collects royalties without having to fight for market share directly. That certainty helps explain the stock’s strong reaction. NVIDIA is still the biggest wildcard. Vera may not replace x86 overnight, but within NVIDIA’s AI ecosystem it doesn’t need to. If customers are already buying NVL racks, adopting Vera becomes a natural extension. The market may also be underestimating how much CPU revenue is embedded inside those

$Hewlett Packard Enterprise(HPE)$ $Dell Technologies Inc.(DELL)$  $NVIDIA(NVDA)$  ⚡🤖📈 $HPE Hits FY28 Targets Two Years Early 📈🤖⚡ 💡 $HPE may have just delivered one of the most important AI infrastructure earnings reports of 2026. The stock has nearly doubled this year, yet the business appears to be accelerating even faster than the share price. $HPE posted its biggest earnings beat since 2018, achieved its FY28 financial commitments two years ahead of schedule, raised free cash flow guidance by 75%, and expanded AI backlog to record highs. Wall Street is now scrambling to catch up. 🔥 Analysts Are Repricing The Story Barclays maintained Overwei

$NVIDIA(NVDA)$ $Apple(AAPL)$  $Alphabet(GOOGL)$  🚨🧠📉 $NVDA Call Selling Surges While $AAPL Attracts Bullish Bets 📈🍎⚡ 💡 A clear divergence is emerging beneath the surface of Big Tech, where short-dated positioning is beginning to split across the Magnificent 7 in a way that suggests selective risk-taking rather than broad directional conviction. More than $19M worth of short-dated, single-leg calls have been sold on $NVDA today, with selling pressure accelerating as the session progressed. Since 10am alone, over $36M in short-dated call premium has reportedly been distributed on the sell side as momentum faded and price action reversed from in

$IBM(IBM)$ （定投項目） 量子電腦未來發展趨勢 量子電腦正從實驗室原理驗證加速邁向工程化與產業化，未來十年將沿著\*\*硬體規模化、錯誤校正實用化、專用機優先落地、量子與AI融合、網路互聯與安全升級\*\*六大主線推進，中長期朝通用容錯量子運算與全球量子網際網路發展。 \--- \## 一、硬體：多技術路線並行，規模與保真度同步提升 \- **超導量子**：仍是主流技術路線，量子位元數量持續突破（如IBM、Google），核心目標為提升\*\*閘保真度（逼近99.9999999%）\*\*與同調時間，降低運算錯誤率。 \- **光量子（中國優勢領域）**：具備室溫穩定、低損耗特性，「九章」系列不斷刷新光子纏結紀錄，產業化門檻低，預計3至5年內可縮減至桌上型電腦尺寸。 \- **中性原子／離子阱**：擴展性高、同調時間長，中性原子技術路線快速崛起（如中國「漢原」系列），目標在2027至2030年推出千位元等級專用量子電腦。 \- **矽基量子**：2026年已實現原子級精度全堆疊邏輯運算，未來將依託成熟半導體製程，實現低成本量產。 \## 二、錯誤校正：從NISQ過渡至容錯運算，邁向實用化關鍵突破 \- **短期（2025-2030）**：量子錯誤校正走向規模化，邏輯量子位元突破10個，表面碼等新型校正碼降低實體量子位元消耗，推動NISQ（雜訊中型量子）電腦於特定領域商業化應用。 \- **中期（2030-2040）**：\*\*通用容錯量子電腦\*\*問世，數千個邏輯量子位元可穩定運行，能夠執行Shor演算法等複雜運算任務，徹底重塑密碼安全與運算算力格局。 \## 三、應用：專用場域優先發展，2025-2030年迎來爆發式落地 \- **醫藥領域**：透過分子模擬加速新藥

For the past three years, investors have been obsessed with one question: who will build the fastest AI chip? I think the more important question is this: who gets paid every time those chips need to talk to one another? That distinction sits at the heart of Marvell Technology's transformation. Following Jensen Huang’s public declaration that Marvell could become the next trillion-dollar company, investors suddenly began reassessing a business they had long treated as peripheral to the AI story. The reaction has been violent. But I suspect many are still using the wrong mental model. They see a semiconductor supplier. I increasingly see an infrastructure business whose value rises with complexity itself. The network may become more valuable than the nodes Complexity Is Becoming the Product

Tesla Is Down 15%+ Since December. What Its Chart Says Here Tesla has fallen more than 15% since hitting an all-time high in December even as the electric-vehicle and energy-storage giant beat analysts' revenue and earnings estimates for its latest quarter. What does TSLA's fundamental and technical analysis say? Tesla's Fundamental Analysis $Tesla Motors(TSLA)$   released fiscal Q1 results back on April 22, reporting $0.41 in adjusted earnings per share on $22.4 billion of revenue. The firm's top and bottom lines both beat analyst estimates, with revenues up 15.8% year over year and adjusted EPS growing 51.9% from Q1 2025. Gross profit likewise rose 50% y/y to $4.72 billion, while gross margin grew 478 bas