$ARM is quietly becoming one of the most important companies powering the AI revolution.
Everyone knows NVIDIA.
Far fewer understand that ARM is the CPU architecture underneath much of modern computing.
Q1 FYE27 just proved the AI thesis is accelerating.
ASE Technology reports Q2 earnings tomorrow (7/30 BMO) and this is one of the biggest semiconductor reads for AI infrastructure.
ASE is the world’s largest OSAT (outsourced semiconductor assembly & test) company and a key player in advanced packaging, especially AI/HPC
Gm x fam☕️
One I keep mentioning.
Q2 earnings are out, and this is exactly why I’ve been pounding the table on mature-node foundries.
Revenue climbed to NT$68.7B (+12.7% QoQ, +8.4% YoY), the highest level in more than 3 years, driven by stronger demand across communications
LET’S GOOOOOO 😂
Another week, another win. @Fsl_X
That makes me 2-1 so far in the subscriber fantasy league.
The question is…
CAN ANYONE BEAT ME? 👀
I’m starting to think I might be better at fantasy than picking stocks…
(Okay maybe not 😂)
Apparently I reply to too many people 😂
Substack just temporarily limited my replies for the next 8 hours.
Not even a day in and I’m making my presence known.
There’s people already saying they didn’t know this was possible 😂 @timoassi
I’m starting a new daily series on Substack tomorrow.
AI Infrastructure Daily. 📰☕️
https://t.co/8uIjFnuPDc
Here’s why Bloom Energy matters heading into earnings today:
↓
The biggest bottleneck for AI isn’t GPUs anymore.
It’s electricity.
OpenAI, Oracle, SoftBank, MGX and partners including NVIDIA and Arm launched Stargate, an AI infrastructure initiative that could invest
One of the most overlooked REITs in the market.
The stock is down nearly 30% from its highs, now yields around 4.2%, and the business continues putting up strong numbers.
Sometimes Wall Street punishes stocks while the fundamentals keep improving
Q2 highlights:
• Revenue +4.7%
CONGRATS TO VANCE.
YOU MADE THE PROFILE EDIT. @Vance_Roberts5 😂
He got mr Giraffe out of brights zoo to come talk trash.
We go the only Spotless giraffe bro LOOK US UP WE BOUT THAT LIFE
NOBODY EVEN KNOWS $MOD $NVT
GET READY TO GET THE WORK DAWG.
If #bitcoin became the world's reserve currency and hit $1 million, Peter would still be screaming it's a ponzi...
I think it's fair to stay I won this round.
@PeterSchiff I'm inviting you for a rematch on my podcasts, whatdya say? 😁