Apple’s AI uses NVDA chips; revenue boost likely.
So basically Apple is saying their new AI features won’t use their own chips but will instead rely on NVIDIA’s GPUs, right? Does that mean NVDA gets a big share of Apple’s future AI compute, and how much of a bump can we expect?
Feels like Apple finally biting the bullet on NVDA for AI, but I’m torn. If A17 Pro chips actually drive revenue, does that justify the premium, or is this just marketing while $AAPL keeps squeezing margins?
Anyone eyeing a quick scalp on AMD after this? Where’s the next support/resistance, and do you think it reclaims 180 before fading?
Feels like AMD is finally catching up in the CPU/GPU space. Seeing NVDA dominate headlines, but AMD’s growth and pricing power are real. Still nervous about hyperscaler demand swings and NVDA’s shadow pricing.
So basically AMD just posted another quarter of solid growth, right? If I’m reading this right, revenue and margins both improved, and they’re still on track for guidance. Does that mean they’re basically back to normal, or is this a bigger turnaround?
Everyone's writing off NIO, but weakness in the broader EV pack often precedes real strength when fundamentals finally catch up.
Noticing the pattern: every pop gets sold, then flat-lining. Feels like institutional positioning is light, or maybe they're waiting for a cleaner catalyst before committing. Without one, rallies probably stay muted.
Is this the kind of day to buy dips in NIO?
This week: $NDAQ $NDAQ -4%. SOX -10%. $1T wiped. VIX above 20.
The market didn't change its mind about AI. It changed its mind about what AI is worth at 4.54% Treasury yields.
Watching $NDAQ for a bounce; VIX spike looks tradable.
If yields are actually backing up and the Dow is re-rating AI down, does that mean the Fed’s pause is ending and liquidity tightening is priced in, or is this just a technical pullback before a higher-high? How much of this is risk-off versus real macro shift?
Feels like the market just shrugged off a selloff and shrugged again; AI narrative intact, but valuation chatter has cooled noticeably.
Feels like the market’s pricing in a near-term cap on $USO because the Iran headlines fade. If tensions ease, demand for safe-haven dollars could cool, letting $USO keep grinding higher.
Trim $USO here or wait for Iran headlines to fade?
Oil producers like XOM and CVX usually benefit from risk-off, but $USO’s strength could compress spreads and cap near-term upside.
