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BULLISHNVDA News 6 articles
Record Listing, Record Plunge: SK Hynix's Nasdaq Debut and the AI Reckoning
The largest US listing by a foreign company in history. A 14% first-day pop. Three trading days later, shares plunged 15% in Seoul — dragging the Kospi down 9% and rattling every chip stock on the pla…
TSMC Printed NT$1.27 Trillion. The AI Trade Isn't Done.
Q2 revenue landed at the high end of guidance — up 36 percent year over year — with June alone setting a monthly record. Thursday's earnings call will tell us whether the AI capex machine has another …
$6.31 a Pound. Nobody's Talking About the Wire.
Copper doesn't get the press oil gets. But the AI buildout needs wire — 50,000 tonnes of it per data center — and the supply deficit is widening. Codelco is charging record premiums. The LME all-time …
Tesla's Samsung 2nm Bet: the Robot Gets the Chip Before the Car
Tesla locked in Samsung's 2nm node for its AI5 chip — and Optimus gets it before any car does. Q4 2026 engineering samples, 2027 volume production. The stock is down 12 percent year to date. Earnings …
Google Is Building Its Own Chips. Nvidia Should Be Paying Attention.
$352.51. Alphabet is below every moving average that matters, and the market treats it like a search company with a cloud business. Q2 earnings will test whether Google's custom TPU chips — the silico…
$725. That Is What KeyBanc Thinks AMD Is Worth. The Chart Disagrees.
KeyBanc just put a Street-high $725 price target on AMD, and the stock ripped 4.61 percent. But the technicals say the stock is stuck in a $83 Bollinger range, pinned to its 20-day moving averages, wi…
