BDC on X
Alphabet faces a two-front AI capex burden, funding internal search competition and external cloud capacity without Meta’s excess-compute pivot.
Topic
semiconductors
Everything our editor has picked under this tag, best first.
Mike on X
$LRCX is $RELL biggest customer and has a record up day today, on the back of strong earnings from Richardson. https://t.co/Jowt0qmxXX
BDC on X
SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.
Mike on X
Is there a specific reason for recent weakness in names like $LITE? Everything I see out recently e.g. the Rosenblatt note seems strongly bullish. Maybe just momentum capital flowing elsewhere? (Which would make this dip attractive potentially)
Cvd Equipment CORP
CVD Equipment (NASDAQ: CVV) offers hard-asset downside protection and upside tied to strategically important technologies.
Raging Capital Ventures on X
$INTC is lucky to have Lip-Bu Tan https://t.co/jFSTzsfqgK
Raging Capital Ventures on X
Nvidia’s vendor financing of neocloud customers creates Lucent-era credit risk, while LLM and memory innovation could erode AI infrastructure pricing power and ASIC competition.
JabroniCoin.USD on X
JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
JabroniCoin.USD on X
China’s wafer-fab-equipment market reaches $101 billion by 2028 as local vendors gain share, while logic and memory capacity ramps lift 2027-28 estimates for ACMR.
JabroniCoin.USD on X
Super Micro Computer forecasts FY2027 sales of $65 billion to $72 billion and first-quarter sales of $14.5 billion to $15.5 billion, with non-GAAP EPS of $1.01 to $1.10.
JabroniCoin.USD on X
GS on $ACMR beat and 2026 raise. PT $164 2027 numbers and memory contribution (CXMT matter more) imho https://t.co/XXKNyhL8Gg
Raging Capital Ventures on X
@puppyeh1 It’s dumb to buyback $SNDK stock. Dividends a good idea, or even better just sit on the cash for the next 18 months and see how things develop.
JabroniCoin.USD on X
$ACMR https://t.co/iEnipv5cD6
JabroniCoin.USD on X
Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O
JabroniCoin.USD on X
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
JabroniCoin.USD on X
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
JabroniCoin.USD on X
$ACMR https://t.co/7I0HGYPlfP
Rusholme Capital on X
Software, semiconductors and financials look expensive, while CDW returned to revenue growth. High-ticket consumer goods and transport are weak, but travel and Canadian housing show strength.
Raging Capital Ventures on X
@pradeeepk $AMD + ASICs will eat $NVDA margins
Raging Capital Ventures on X
Amkor at roughly $46 offers a 3 to 4 year setup built on scale, new capacity and advanced packaging demand, despite weak margins, ROIC and capital intensity.
Raging Capital Ventures on X
I’ve been legging into $AMD short https://t.co/XWmhyYgpFC
Chris Camillo on X
@JonathanSeller Didn’t miss it, very much long $NVDA
Chris Camillo on X
AI’s future use cases could drive memory demand beyond sell-side supply forecasts, supporting a bullish view of SanDisk and Micron despite bubble concerns.
The AI Compute Squeeze
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
