Cantor Fitzgerald Raises $NVDA PT to $300 from $240 - OW; NEW STREET HIGH This is not a bubble, and we are still early in the investment cycle. - Jensen was quite bullish—and with great reason:We are still in the early innings of a multi-trillion AI infrastructure build-out,

Another first for our AI fleet... a supercomputing cluster of NVIDIA GB300s with 4600+ GPUs and featuring next gen InfiniBand. First of many as we scale to hundreds of thousands of GB300s across our DCs, and rethink every layer of the stack across silicon, systems, and software

The AI data center boom is here. By 2027, NVIDIA’s sales are expected to hit 300B+, while AMD’s reach ~27B. One company is defining the AI era. This is not an offer, solicitation or investment advice.

BofA) AMD CFO Conference Call: Positive on OpenAI Deal, Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility, Maintains ‘Buy’ Rating This morning, we hosted a conference call with AMD’s Chief Financial Officer (CFO)

UiPath $PATH is Such a hidden gem

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! 🚀

Nvidia, $NVDA, CEO Jensen Huang said that "their competitors could give away their chips for free" and Nvidia’s chips would still be the better option

2029 will see nearly $3 Trillion in AI Capex (CITI) with over $600 Billion from $AMZN $META $GOOGL and $MSFT. Just one more $3+ Trillion AI investment call by 2030. Hard to bet against an investment boom like this. 💪🏻🚀

$AVGO chip president confirms the $10B customer announced in September isn’t OpenAI. It’s another sign that demand for custom silicon is broadening fast as hyperscalers race to secure capacity for in-house AI infrastructure.

251014_Broadcom: Partnership with OpenAI reinforces Broadcom’s technology advantage in custom silicon - Goldman Sachs (1) This collaboration includes the joint development of Scale-up and Scale-out network systems utilizing Broadcom’s AI accelerators and Ethernet solutions. (2)

Wells Fargo) NVIDIA: Meta and Oracle to Use NVIDIA Spectrum-X Ethernet; Concerns About ANET Are Overblown Our View This morning, Meta and Oracle announced they will each use NVIDIA’s Spectrum-X Ethernet for the Facebook Open Switching System (FBOSS) OS and for giga-scale AI

$NVDA HSBC Upgrades to Buy PT $320 We upgrade NVIDIA to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations, leading to an upward revision in our FY27e datacenter revenue to USD351bn, which remains 36% above consensus

TSMC 3Q25: Revenue, GM and OPM > high-end guidance. 3Q25 vs 3Q24:Revenue: $33.09B (+10% q/q & +41% y/y) Gross Margin: 59.5% (57.8%) Operating Margin: 50.6% (47.5%) CapEx: $9.7B (+51%) Wafer Shipments: 4.085 m (+22%) Wafer ASP: $7040 (+15%)

Gross margin strength (59.5%) held up well despite FX jitters. Pricing power, utilization, and cost structure powered GM. Multiple headwinds. N3 dilution, N2 ramp, overseas fabs, inflationary costs, utility rate hikes etc.

$TSM TSMC Q3 FY25: CEO C.C. Wei: "Conviction in the AI megatrend is strengthening." • Revenue +41% Y/Y $33.1B ($1.5B beat). • Capex $9.7B (vs. $9.6B in Q2 FY25). • EPADR $2.92 ($0.32 beat). • FY25 raised from ~30% to mid-30%.

Me with $AMZN & $MELI when everyone’s selling

$AMZN is trading at its lowest valuation in over a decade but it’s building more than people realize. AWS keeps scaling, robotics keep expanding & quantum is already in motion through its research lab & Amazon Braket platform.

Bank of America raised its semiconductor sales forecast to $1T by 2027 (from $860B), driven by AI and data center demand. The firm now projects $745B, $870B, and $971B in industry sales for 2025–2027, up 3–6% from prior estimates. Ex-memory, sales are seen at $538B, $621B, and

BREAKING: Amazon, $AMZN, the second largest employer in the U.S., aims to replace more than half a million jobs with robots, per NYT

$AMZN - AMAZON’S SWITCH TO ROBOTS OVER HUMAN WAREHOUSE EMPLOYEES WILL SAVE IT UP TO $4 BILLION A YEAR, MORGAN STANLEY SAYS Morgan Stanley estimates this could generate $2–4B in annual savings by 2027, as robots cut fulfillment costs 20–40% per order. CEO Andy Jassy noted that