ATAM

LONG TERM AMD MU NVO

[ATAM @BAYBARTT]

@nasuhmahruki @minemahruki ❤️

[Her Şey NBA @herseynba]

Sezonun en iyi 37. oyunu ALPEREN ŞENGÜN’Den

[Houston Rockets @HoustonRockets]

can't wait to see moves like this again 🔜

[hz. smaç vur 🐅 @smacvur]

Yaprak Erkekin ahtapota dönüştüğü anlar

[Investseekers @investseekers]

Some context on ATP’s 35.8% increase in its $NVO position

ATP Deputy Director Claus Berner Møller says the purchases should not be interpreted as the pension fund making a bullish call on Novo after the share price fell below DKK 300.

Instead, ATP maintains what he describes as a neutral position in Novo. As the share price declined significantly, ATP needed to buy additional shares to maintain the appropriate portfolio weighting.

Claus Berner Møller did, however, add that after Novo’s significant share price decline in recent years, ATP now believes the stock is appropriately valued.

#stocks #Investing

[JP_SP 🟢🟡 ★彡 @Sempre_Fogo]

Doeu mas foi!

[DVB @DeepValueBagger]

I have homework for you.

This is the chart of $MU. Put this next to any space stock, Saas stock, AI stock, neocloud wanna be, bitcoin miner, bitcoin/eth treasury or any stock in your own portfolio. And tell if this ain't a good looking trend.

3 months ago people didn't quite agree with me. This is why having a strong thesis matter so you don't just panic and jump to a shitty stock. I tell my subs day in and day out... it's not about the next ticker.

[Shay Boloor @StockSavvyShay]

Tom Lee’s Fundstrat just bought over $200M of $SPCX and $MU

[Sophie Cunningham @sophie0346]

I'm i really silly 😂😂 https://t.co/1AK2kxIJHQ

[Sawyer Merritt @SawyerMerritt]

Just got this clip from a follower showing their @Tesla avoiding a collision recently on the highway while on FSD (Supervised) V14.

Here are all the angles. Self-Driving data at top:

[Shay Boloor @StockSavvyShay]

$SNDK says HBF matches HBM’s 12.8 TB/s bandwidth while offering 4TB per GPU versus just 192GB dramatically expanding memory capacity for inference.

In internal Qwen3 testing, one HBF GPU handled a workload that needed eight HBM GPUs while four HBF GPUs matched the output of eight implying ~8x capex efficiency and ~2x GPU efficiency.

If that performance holds at scale then HBF could lower the number of GPUs required for inference and move NAND into a much higher-value layer of the AI memory stack.

[Trade Whisperer @TradexWhisperer]

$MU 30 analysts. 29 Buy. 1 Hold. 0 Sell.

High $2,200.
Avg PT $1,561 (+78%).
Low target $1,100 (+25%).
Current Price: $877.

Even the bears are bullish 🤷‍♂️

[Shay Boloor @StockSavvyShay]

$MU says data center memory demand is so strong it still can’t meet even half of customer needs while buyers remain largely insensitive to pricing.

Those demand signals extend multiple years reinforcing how tight the memory market remains.

[The Joker CENTRAL 🃏 @thejokernba]

Alperen Şengün Chicago maçındaki Dunkü 19.sırada... siz var ya siz @NBA

[Houston Rockets @HoustonRockets]

Alpi coming in HOT 🥘

[TrendSpider @TrendSpider]

anyone else?

[amit @amitisinvesting]

$AMD

AMD Q2 2026 EARNINGS:

- Revenue $11.5B, +50% YoY
- Adjusted EPS $1.66, +246% YoY
- Data Center Revenue $6.72B, +107% YoY
- Adjusted EBITDA +$3.3B
- Free Cash Flow +$1.6B
- Capital Expenditures +$808M

Lisa Su:

“We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year. We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”

[Q-Tech News @Q_Tech_news]

$SNDK & $SKHY High Bandwidth Flash ile Yeni Yapay Zekâ Bellek Katmanı Geliştiriyor

$SNDK ve $SKHY, yapay zekâ çıkarım iş yükleri için HBM ile SSD’ler arasında konumlanacak yeni bir bellek katmanı olan High Bandwidth Flash (HBF) teknolojisini geliştiriyor.

HBF, model ağırlıkları ve KV cache verilerini depolarken, HBM canlı verileri işlemeye devam ediyor. Simülasyonlara göre bu mimari, SSD’lere kıyasla yaklaşık 16 kat daha fazla kapasite ve 2,7 kata kadar daha yüksek watt başına performans sunabiliyor.

[Shay Boloor @StockSavvyShay]

Being an investor in 2026.

[Beth Kindig @Beth_Kindig]

AMD’s $AMD new MI455X GPU offers 40 PFLOPs of FP4 and 20 PFLOPs of FP8 performance, double the MI350 series and nearly matching $NVDA Rubin’s 50 PFLOPs of FP4 and 17.5 PFLOPs of FP8 performance.

$AVGO $INTC