Bruh how has Build-A-Bear outperformed every major stock? Absolutely wild run

Every company is required to report under GAAP. This is a complete lie.

"The supply chain indicates that the $NVDA Rubin may begin mass production ahead of schedule in 4Q25, with packaging possibly starting as early as the end of this year. Rubin is NVIDIA’s first product to adopt a chiplet architecture, prompting Jensen Huang to personally visit

I'm not saying this is all you need to know about $Dell outlook, but it is a lot of what you need to know. Blackwell is only now ramping up what will undoubtedly be ROBUST demand. Racks be rackin..

Anything to satisfy Trump ig

DC TAM might be a little too robust. With the way companies are spending right now, I wouldn't be surprised if growth rates hit a hard brake.

another fucking cluely vid on my timeline

Ridiculous. How much "tariff revenue" does he believe doing this will lead to???

WHY ARE THESE LITTLE KIDS LOOKING AT ME FUNNY THEY MUST HAVE MITOCHONDRIAL CHALLENGES

$BABA develops and announces new AI Chip, to fill in the hole left by the Americans. Seems $NVDA's hopes of selling the H20 or whatever version of it into China, are now buried. The Chinese are serious x serious in this race, and they will not be threatened by the likes of

Here’s what you need to know about China’s AI chip paradox: - Tech gap:Metax admits its GPUs trail NVIDIA by 2–3 generations. - Revenue reality: 25,000 GPUs shipped in 2024 = only ¥743M ($105M) revenue. - Capital burn: ¥1.41B losses in 2024, profitability unlikely

$BIDU has a $27B EV wow. Might be something to watch.

Not good at all

$SMCI should be delisted.

Christmas shopping numbers will be god awful this year

I would like to share my perspective on the recent decision by the Trump administration to revoke equipment import licenses for non-Chinese semiconductor companies operating fabs in China. What I find most difficult to accept is the withdrawal of the exemption for the Intel fab

Basically asking for 40% CAGR rev growth between now and 2030. Spoiler: That is NOT happening.

Huawei has a lot of work to do to catch up to Nvidia in performance. H20 is obsolete, a reminder. This means Huawei's latest chip can't even compete with the H20.

Holy shit