the plot thickens

In GPUs, it’s not raw power but software that wins. $AMD’s six month delay supporting DeepSeek’s DeepEP library shows why $NVDA still dominates. CUDA’s mature ecosystem keeps AI workloads running faster while rivals play catch up. This will continue for at least a few years.

$AMD $OPENAI this deal sets a precedent... messy. Big AI players will start demanding equity stakes for chip orders, flipping the supplier–customer dynamic. $AMD may gain short term relevance, but if others follow, it risks turning chip supply into a bargaining chip for ownership

These words are sharp....

$NVDA’s Jensen says Blackwell demand is off the charts, AI costs will drop 10–20x a year, and the US isn’t far ahead of China. He even repeated four times he regrets not investing more. No bubble.

$NVIDIA Jensen skeptical about $AMD and $OPENAI deal...

$QCOM buying Arduino isn’t just about boards, it’s about owning 33M developers. Rivals like $NXP, $ST and $SLAB now have to fight for ecosystems, not chips. The embedded war just moved from silicon to software.

The US just approved several billion dollars worth of $NVDA AI chip exports to the UAE, the first big step under the US-UAE AI Acceleration Partnership. #StargateUAE is back on track with 200MW of compute coming online in 2026. Too little or just a start?

$NVDA’s Jensen Huang said he’s “surprised” $AMD gave 10% of its stock to $OPENAI. You can read that two ways: he thinks it’s a bad deal, or he’s annoyed AMD is finally in the game. Which one is it?

$KO Coca Cola won’t mint money from selling AI chips, but it will win quietly with AI. AI is boosting Coke’s marketing, demand forecasting, and product innovation. Efficiency and personalization are the new secret ingredients. And people always want a Coke...

The smartest AI bet isn’t always on chipmakers. It’s on the giants using AI to supercharge their core business like $AMZN in logistics, $KO in marketing, $V in fraud detection, $ADBE in creativity and $SIEGY in automation. They won’t build AI but they’ll profit from it.

$TSMC just crushed it. Q3 revenue up 30% YoY to $32.5B, beating estimates as AI chip demand explodes. With $NVDA and $AAPL as key customers, AI is more than offsetting the consumer slowdown. $TSMC stock is up 34% YTD and still riding the AI wave.

$NIVIDIA upgraded to $300. “This is not a bubble, and we are still early in the investment cycle... Jensen and the team are as focused and competitive as ever, and they are playing to win... no scenario where NVDA fails to secure at least 75% of the AI accelerator market...”

The AI race is bottlenecked by $Nvidia. OpenAI’s multi-vendor strategy aims to break free, reshaping the hardware market and cutting costs, but betting on $AMD as a true challenger may prove more hopeful than certain. Agree?

Trump and Xi just reignited the AI arms race. Markets panicked, tech sold off. This could be a buying moment, not a warning shot. The 4th Industrial Revolution isn’t slowing down for tariffs. $NVDA $AVGO $PLTR $GOOGL $META $MSFT

Trump’s post hints at a new U.S.–China showdown over rare earths and trade. If tensions escalate, it could shake supply chains and boost U.S. chip and AI self-sufficiency bets. Markets shaky first then 🚀

We have had 3 Bear Markets in the 5 last Years. It only feels like it’s been straight up. There is plenty of room for AI to run these markets up and away! 🚀

And de-escalation CHINA’S COMMERCE MINISTRY CLARIFIES THAT RARE EARTH EXPORT CONTROLS DO NOT AMOUNT TO AN EXPORT BAN — ELIGIBLE APPLICATIONS WILL CONTINUE TO RECEIVE LICENSES.

TSMC sees AI pushing semiconductors toward a $1T market by 2030, with the fastest growth coming from AI smartphones, AR/VR, and humanoid robots. $NVIDIA $AVGO $TSM

$NVIDIA VS $AMD revenue... know where to bet.