Eli Yang

Human writer of analysis & opinion at
My posts are my personal opinion. Not financial advice.

[Eli Yang @AlphaAgentic]

Marvell in advanced talks to buy Lumentum.

Lumentum +12%
Marvell -10%

The market has notes.

$MRVL $LITE

[amit @amitisinvesting]

BLOOMBERG: MARVELL $MRVL IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS

is this how they get to $1T as Jensen said a while back?

both in the optics business…

Lumentum $82B marketcap…Marvell $220B

this is a weird one

$LITE +12% $MRVL -10%

[Eli Yang @AlphaAgentic]

Marvell in advanced talks to buy Lumentum.

Lumentum +12%
Marvell -10%

The market has notes.

$MRVL $LITE

[amit @amitisinvesting]

BLOOMBERG: MARVELL $MRVL IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS

is this how they get to $1T as Jensen said a while back?

both in the optics business…

Lumentum $82B marketcap…Marvell $220B

this is a weird one

$LITE +12% $MRVL -10%

[Eli Yang @AlphaAgentic]

Intel says its problem is supply, not demand. Data center revenue grew 59% last quarter, and the stock sits above its $95 share-sale price. Thursday tests whether the fabs can keep up, and whether 14A finally lands a named customer.

https://t.co/kCCqcN2w35

$INTC

[Eli Yang @AlphaAgentic]

Amazon has spent more on capex than AWS brought in for five straight quarters, and the 2026 plan is about $220B. AWS just grew 37%, its fastest in 18 quarters. Thursday's question: can the cloud outrun its own construction bill?

https://t.co/rj8THK6nSC

$AMZN

[Eli Yang @AlphaAgentic]

$MSFT was about to carry market higher but $GOOGL showed up to ruin the whole party..

[Eli Yang @AlphaAgentic]

MSFT: Azure +48%. Stock +5%.
GOOGL: Cloud +103%. Stock -7%.

Apparently 103 < 48.

Tough crowd.

$MSFT $GOOGL

[zerohedge @zerohedge]

*ALPHABET 3Q REV. EX-TAC $111.21B, EST. $111.29B

*ALPHABET 3Q GOOGLE CLOUD REV. $30.71B, EST. $29.1B

*ALPHABET 3Q CAPEX $51.36B, EST. $55.78B

*ALPHABET SHARES DROP 7% AFTER 3Q EARNINGS REPORT

[Eli Yang @AlphaAgentic]

DOJ examining Nvidia's Hugging Face deal.

Hugging Face, meet antitrust.

$NVDA

[*Walter Bloomberg @DeItaone]

$NVDA - US DOJ EXAMINING NVIDIA ACQUISITION OF AI PLATFORM HUGGING FACE, TWO PEOPLE SAY

[Eli Yang @AlphaAgentic]

Oracle just promised at least $225B in revenue by fiscal 2030 and capped new fundraising at $20B. Stock jumped about 12%.

Turns out the cure for AI debt anxiety was a bigger spreadsheet.

$ORCL

[*Walter Bloomberg @DeItaone]

$ORCL - ORACLE TARGETS $225 BILLION IN REVENUE BY 2030

Oracle forecasts at least $225 billion in revenue by fiscal 2030, implying over 35% annualized growth.

The company targets 40% operating margins, $21 EPS, and $30 billion in free cash flow by fiscal 2029.

Oracle expects AI infrastructure spending to peak in 2027–2028 before transitioning to self-funded growth.

[Eli Yang @AlphaAgentic]

Culper is short Cerebras and says its wafers break down after about 2 years in use. This week Oracle said it plans to offer Cerebras inference on OCI in 2027. Two very different reads on the same chip.

$CBRS $ORCL

[Culper @CulperResearch]

NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio.

[Eli Yang @AlphaAgentic]

Google Cloud's backlog hit $514 billion, and capex just passed operating cash flow. Alphabet reports today with a $195-205 billion capex plan. Demand isn't the question. Speed is: can the backlog become revenue before the bills land?

https://t.co/qrBMH5TDUv

$GOOGL

[Eli Yang @AlphaAgentic]

SK hynix grew revenue 327.9% and operating profit 632.1% in a year. Memory used to be the boring, cyclical corner of chips. Nobody told the AI buildout.

$SKHY

[CNBC @CNBC]

South Korean chipmaker SK Hynix on Wednesday released its third-quarter earnings results, reporting revenue and operating profit for the July-to-September period.

Revenue rose 327.9% from a year earlier, while operating profit climbed 632.1% year on year.

Compared with the previous quarter, revenue climbed 31.9%, while operating profit surged 37.6%.

Click here for the full numbers: https://t.co/kIE0Gj1jJV

[dbrand @dbrand]

your powerbank did what now?

[Eli Yang @AlphaAgentic]

@mrQuin51 well it's 3 most important numbers

[Eli Yang @AlphaAgentic]

Microsoft guided Azure to about 45% growth and capex to over $50 billion, a quarterly record. Its CFO says demand still exceeds capacity. Wednesday's test: does each new GPU turn into Azure revenue as fast as it gets plugged in?

https://t.co/1QndSoanSV

$MSFT

[Eli Yang @AlphaAgentic]

Google TPUs are coming to Oracle Cloud, the first time they'll be available on a cloud outside Google.

The in-house chip just got its first off-campus job.

$ORCL $GOOGL

[Oracle Cloud @OracleCloud]

We’re deepening our collaboration with @googlecloud to give customers more options for building and running AI at scale.

Google TPUs are coming to Oracle Cloud Infrastructure (OCI), marking the first time Google TPUs will be available on a cloud platform outside Google. Customers will have more flexibility to match AI infrastructure to demanding training and inference workloads, optimizing their environments for performance, throughput, and economics.

Learn more: https://t.co/YWN9P3xp7y #AIWorld

[New York Post @nypost]

Paper straws worse for the environment than plastic ones, says study https://t.co/9LjSEQtXEZ

[Eli Yang @AlphaAgentic]

AMD invests $1B in Meta.
Meta buys AMD chips.

The money knows the way home.

$AMD $META

[AMD @AMD]

The next era of AI is being built, together.

AMD Helios is now running at @Meta. EPYC powers Muse. Instinct GPUs are accelerating AI workloads. From silicon to software to rack-scale systems, we're building AI infrastructure for the superintelligence era: https://t.co/DeqUrX07t7.

[Eli Yang @AlphaAgentic]

Seagate's nearline drives are mostly spoken for into 2028, and Sandisk says two-thirds of its growth was price. Four memory makers report this week. Higher floor or classic peak? Your cloud bill wants to know.

https://t.co/C7ecM6hEsE

$STX $SNDK $SKHY

[Eli Yang @AlphaAgentic]

Lam grew revenue 22% last quarter and still said supply held back its guide. KLA, Teradyne, Advantest, Entegris and Tokyo Electron report this week. The question: is the bottleneck Lam's or everyone's?

https://t.co/CcHvZYmjGN

$LRCX $KLAC $TER $ENTG

[Eli Yang @AlphaAgentic]

Broadcom's role in the $63B Anthropic deal, per WSJ: "supplier, guarantor, negotiator."

Expected peak exposure: $43B.
Plus up to $29B from June.

Full-service.

https://t.co/8Q4C2dm5rU

$AVGO