DanielRomero

$DOCN CEO in today’s earnings call:
“We delivered a 100% increase in throughput and about 50% lower cost per token for Character AI on our production inference cloud powered by $AMD Instinct GPUs.
This wasn’t a lab benchmark. It was live production traffic serving tens of millions of users, proving we can run inference at scale for leading AI companies with a platform built inference-first for real-world workloads.”

$META and OpenAI will own ~16% of $AMD if they complete their deals
(If they don’t sell)

$AMD has co-designed a custom chip alongside $META for their 6GW deal

$AMD strikes a $100B AI accelerator deal over 5 years with $META in exchange for warrants
The warrants are price-sensitive, meaning AMD’s stock has to go up to be redeemable

$AMD shipments to $META will start in the second half of 2026

Northland raises its $NBIS price target to $232 from $211

$NVDA to launch AI laptops with Intel and MediaTek
According to The Wall Street Journal, the chips will appear in laptops from $DELL and Lenovo, combining Nvidia’s GPU and AI technology with partner CPUs in two separate architectures

Starting the year, BofA named $AMD one of its picks of the year
Two months later, they removed $AMD, along with $PLTR, from their US 1 Buy-rated list
They added $WMT and $LRCX
Price determines sentiment once again

According to the World Nuclear Association, uranium demand for nuclear reactors is projected to surge by 28% by 2030
Rising from approximately 67,000 metric tons in 2024 to nearly 87,000 metric tons annually
$CCJ
$KAP.L
$NXE
$DNN
$UEC
$PDN.AX
$BOE.AX
$ISOU
$UROY
$EU
$U.UN

Forget SaaS
We’re in the age of semis
The Rule of 40 has now been replaced by the Rule of $NVDA

4 semiconductor stocks that have caught my eye
$BESI
BESI sells the machines that fuse chips together copper to copper, called hybrid bonding, which is a key enabler for chiplets, co packaged optics, and eventually HBM4 stacks.
BESI customers include TSMC, Intel, and Samsung, and Applied Materials disclosed a 9% stake in BESI last year.
They also posted 25.4% QoQ growth last quarter.
$POET
POET is trying to make optics cheaper by building the light engine more like a chip at wafer scale, with less manual assembly. If AI data centres keep moving from electrical links to light based links for sp

For anyone interested in bottom-ticking $HIMS
I’d wait until we see an insider buy
There hasn’t been any in the last year
Why believe the company is a bargain if management isn’t taking advantage of the low prices?
Just my opinion