Patrickftv

[Wall St Engine @wallstengine]

Amazon $AMZN launched Graviton5 into general availability, its most powerful and efficient Arm-based AWS CPU yet.

AWS says Graviton offers 30%-40% better price-performance than comparable instances.

98% of top 1,000 EC2 customers use Graviton, with Meta committing tens of millions of cores for agentic AI.

[Saša Marinković @SasaMarinkovic]

When @AMD EPYC "Venice" (256C) arrives, it extends AMD’s advantage to 3.3x over NVIDIA Vera. Yes, 3.3x!

https://t.co/WJuAveYJnV

[IREN @IREN_Ltd]

IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.

@danroberts0101, Co-Founder and Co-CEO of IREN, said:

“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”

Learn more: https://t.co/TYepQTBXSQ

[Lin @Speculator_io]

The Leadings Stocks in 2026:

Market Leaders
$SNDK Sandisk +593.67%
$MU Micron +229.01%
$DELL Dell +227.94%
$BE Bloom Energy +214.67%
$ARM Arm +213.12%
$STX Seagate +212.02%
$WDC Western Digital +199.78%
$NBIS Nebius +165.65%
$FLEX Flex +145.41%
$CIEN Ciena +140.48%
$MRVL Marvell +136.34%
$AMD AMD +135.77%
$ASX ASE +129.92%
$ENLT Enlight +128.99%
$NOK Nokia +124.85%
$GLW Corning +103.78%
$RKLB Rocket Lab +103.14%
$ALAB Astera Labs +99.69%

Next-Gen Leaders
$MXL MaxLinear +421.20%
$AAOI Applied Optoelectronics +335.79%
$ICHR Ichor +272.69%
$VSH Vishay Intertechnology +254.56%
$DOCN DigitalOcean +220.62%
$VPG Vishay Precision Group +219.18%
$VICR Vicor +200.41%
$VIAV VIAVI Solutions +169.03%
$AMBQ Ambiq +166.51%
$HUT Hut 8 Mining +160.88%
$PL Planet Labs +157.50%
$SEDG SolarEdge +154.16%
$BLDP Ballard Power Systems +144.75%
$AMPX Amprius +139.72%

Speculative Leaders
$AXTI AXT Inc +499.77%
$RXT Rackspace +427.55%
$SATL Satellogic +390.21%
$AEHR Aehr Test Systems +339.25%
$HYLN Hyliion +273.80%
$NVTS Navitas Semi +254.67%
$OPTX Syntec Optics +243.10%
$MX Magnachip +241.09%
$SPIR Spire Global +198.56%
$CPSH CPS +190.97%
$FEL FuelCell Energy +189.57%
$PURR Hyperliquid Strategies +183.00%
$PENG Penguin Solutions +180.84%
$MRAM Everspin +179.15%
$BKSY BlackSky +152.45%
$OSS One Stop Systems +148.02%
$UMAC Unusual Machines +142.60%
$USAR USA Rare Earth +128.09%

[Nicholas Mugalli @RealNickMugalli]

We owned about 70,000 shares of $ARM as of last week and I heard a lot of criticism from investors on the valuations and P/E ratios. With all due respect to them, there was a thesis in place when we first initiated our position at $146 when nobody really wanted it.

Jensen Huang didn’t accidentally wander Taipei night markets last week. The GTC Taipei keynote on June 1 is where everything gets unveiled. NVIDIA, Microsoft, and Arm posted together in a coordinated effort for the newest and biggest product of the year thus far.

NVIDIA’s N1 and N1X are ARM based SoCs built on TSMC’s 3nm process, MediaTek handles the CPU architecture, NVIDIA brings the Blackwell GPU and NPU.

The result is a chip that can run 70 billion parameter models locally, handle AAA gaming, and push all day battery life simultaneously.

That combination has never existed in a consumer laptop before.

The strategic logic is straightforward.

NVIDIA has dominated cloud AI infrastructure by selling GPUs to hyperscalers.

But the Agentic AI era moves inference to the edge, local, low latency, no cloud dependency, no privacy exposure.

Jensen doesn’t want to just own the data center. He wants to own the device in your bag. The N1X is the opening move in that play.

For the PC industry this is genuinely disruptive. x86 has been the default Windows architecture for four decades.

Qualcomm’s Snapdragon X was the first serious ARM challenger, now NVIDIA is entering the same arena with a dramatically more powerful silicon stack and the CUDA software ecosystem behind it.

Intel and AMD don’t just face margin pressure.

They face architectural irrelevance in the premium segment if they don’t accelerate their own heterogeneous SoC roadmaps fast.

The clearest beneficiary beyond NVIDIA is ARM Holdings.

Every N1 and N1X chip shipped is a royalty payment. Every OEM that follows NVIDIA’s lead, and AMD is reportedly working on ARM based PC silicon too, compounds that royalty stream.

Arm doesn’t build the chips. It just collects the toll on every one that gets made.

By 2030 we expect a single CPU architecture to generate $15B in annual chip revenue for Arm. The AI PC wave accelerates that timeline by an order of magnitude.

Microsoft is the third winner. Windows on ARM has failed twice. This time the hardware is finally ready, and the software alignment with NVIDIA’s agent toolchain means the use case is real, not theoretical.

The PC isn’t a sunset device anymore. It’s becoming an AI agent host. That reframe is worth paying attention to…

Long $NVDA $ARM $MSFT

[Shishir @ShishirShelke1]

Those coordinates point to the Taipei Music Center, where Computex keynote will take place.

NVIDIA is expected to unveil its ARM-based N1 and N1X laptop chips, reportedly developed in partnership with MediaTek.

Rumored specs:
- Up to 20 ARM CPU cores
- Up to 6144 Blackwell CUDA cores
- TSMC 3nm process
- Up to 128GB unified LPDDR5X memory

Dell, Lenovo, ASUS and more are expected to launch laptops powered by these chips in the near future.

This is likely what this teaser is referring to.

(Image for reference only)

[Nebius @nebiusai]

We're building one of Europe's largest AI factories in Lappeenranta, Finland, and we're looking for the team to run it.

Latest-generation NVIDIA accelerated compute. First capacity live in 2027, powered by low-carbon energy.

From shift patterns to tooling, this is a chance to write the runbook from day one across data center operations and data center IT.

Bring it online with us: https://t.co/ojPiuxzG9Y

[Black Panther Capital @BlackPantherCap]

One thing has become clear to me lately:

We are so EARLY in this build out.

$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock someday.
$PNG.V will be a $70 stock someday.
$AAOI will be a $400 stock someday.
$RKLB will be a $700 stock someday.
$OUST will be a $150 stock someday.
$ONDS will be a $100 stock someday.
$ASTS will be a $1000 stock someday.

That’s my belief.

The easy part is conviction.

The hard part is waiting.

-BP

Please note: This is my personal opinion and belief. This is not financial advice.

[Virgin Galactic @virgingalactic]

Recap: VSS Unity completed a successful glide flight today at Spaceport America. Released. Glided. Landed. Michael Masucci and Dan Alix flew VSS Unity. Nicola Pecile, and Jameel Janjua, flew VMS Eve.

[Market Partners @_marketpartners]

$SPCE surpassing the daily EMA200, which hasn't happened since the 2021 bubble... the short squeeze here could be glorious.

You know what to do yankees 🚀🚀

[Lux Singularity @investmentAGI]

$ASTS AH dip is completely unnecessary.
Blue Origin New Glenn static fire explosion had ZERO payload and no ASTS satellites on board. This is just a test incident.
BlueBird 8·9·10 are still launching in mid-June on SpaceX Falcon 9 as planned.
Pure panic selling over past trauma. This dip is a gift.

[Bilaal- BD investing @bdinvestingg]

Without these chips, the AI power problem has no solution. Introducing Power Semis :

$ON — Power chips for EVs and AI data centres that convert electricity efficiently.

$WOLF — The only pure-play maker of silicon carbide chips that handle extreme voltages.

$POWI — Tiny chips that convert wall power into usable electricity for devices and equipment.

$MPWR — Regulates voltage inside servers and AI hardware so components don’t fry.

$NVTS — Next-gen chips that charge faster using less energy, expanding into EVs and data centres.

[Supermicro @Supermicro]

Supermicro infrastructure with NVIDIA AI enables real-time edge intelligence from in-store data, helping retailers personalize experiences, optimize operations, and reduce costs while building smarter, connected stores.

[Mike Investing @MrMikeInvesting]

President Trump has gone undefeated in the stock market…

First he called $INTC at $19 which ran +594% to $132.

Next he called $DELL at $230 which ran +88% to $433.

Now he’s telling you to buy these 2 stocks.

$PLTR at $145
$NOW at $108

Don’t miss out again…

[SpaceMobileNow @bernabebm01]

El #newglenn de @blueorigin explota! Cómo afecta esto a @AST_SpaceMobile $ASTS ...

https://t.co/hh8iB6g8s7

[Patrickftv @Patrickftv]

@bernabebm01 @blueorigin @AST_SpaceMobile Pero no iban los satélites de AST dentro de ese mismo cohete no ?

[Wall St Engine @wallstengine]

$NXT is acquiring Prevalon Energy for up to $365M, moving deeper into battery storage and AI data center power infrastructure.

Prevalon has deployed 6+ GWh of BESS globally and has 1.3 GW of firm supply contracts tied to AI and hyperscaler data center deployments.

Nextpower also raised FY27 guidance, now seeing revenue of $4.0B to $4.4B and adjusted EBITDA of $845M to $930M.

[Nick Spalding @Spaldinginvest]

$ASTS closing at a new ATH what a great recovery for the stock. If the macro stays I see this hitting 150-175 very very soon and catching up with $RKLB!

[Market Partners @_marketpartners]

Buenoo... se picó el after $SPCE