ShandyShares

Daily updates on the stock market 💥 Specifically into $GOOGL #GS $NVDA $AEHR

[ShandyShares @ShandyShares]

@kar_nels People keep focusing on the number of permanent jobs. That’s the wrong metric. Data centers are infrastructure. We don’t judge ports, highways or power plants by how many people work inside them, we judge them by everything they enable.

[ShandyShares @ShandyShares]

@erikbryn Every major technology wave created more value in the companies that adopted it than the companies that invented it. AI might end up following the same pattern.

[ShandyShares @ShandyShares]

What a stunning sunset 🌅✨ The colors blending across the sky feel so calm and peaceful...like the day softly saying goodbye. Nature never misses a moment to be beautiful.

[✶ @echoesofworld]

Los Angeles, California

[US Department of the Interior @Interior]

Two juvenile mountain bluebirds are enjoying a sunny afternoon at Rocky Mountain National Park in Colorado. ☀️

These powder-blue birds add delightful songs and exquisite beauty to the landscapes of the continent's western half.

Photo by NPS

[haruka no yume【はるかのゆめ】 @haruka_no_yume]

🇯🇵 Nagano Prefecture has some of the best nature in Japan. In the winter it's all covered in snow but in the summer it looks more like this.

[Pure Nature @purenature_1]

White snow, blue sky 💙🩵🤍 #winter

[ShandyShares @ShandyShares]

@StockMKTNewz let $NVDA ship those H200s freely, rake in the cash and keep the US economy humming. China's gonna find ways anyway...smuggling or homegrown chips, so why not take the money while staying ahead on next gen stuff?

[ShandyShares @ShandyShares]

@StockMKTNewz This time the US is smarter than in 4G/5G. Nvidia proactively leads 6G with a broad Western alliance and AI-native networks, sidelining Huawei/ZTE. Latest H200 exports to China stay tightly controlled under new approvals. $NVDA keeps its AI chip edge while expanding into telecom

[CA Afzal Lokhandwala @afzal_57]

We picked up $AEHR from NASDAQ on Friday at close. I couldn't get in due to margin shortage then, but I got in today before the open. At the moment, the stock is breaking out; and is up 9%.

Breakout traders would be active now and chasing it up (no offence), while we are already in the stock at a much lower price. That is what our system allows us to do - get in before the others.

[ShandyShares @ShandyShares]

@ChrisRMcGuire When there's zero legal way to get mid-tier chips like $NVDA H200, Chinese companies (DeepSeek etc.) just keep smuggling Blackwell/H200 through middlemen, third countries, or fake labels. Tighter ban = higher black-market prices = more profit for smugglers = harder to stop.

[ShandyShares @ShandyShares]

@WSJ So what’s the real benefit of banning $NVDA H200 exports if China can still scale using old funding and smarter model optimization? if US sells chips, we can make serious money and avoid pushing China to double down on building everything themselves.

[ShandyShares @ShandyShares]

@aakashgupta Anthropic is growing fast. But when you’re knee-deep in politics and talking up chip risks to pressure policy, it’s not really just a business story anymore.

[ShandyShares @ShandyShares]

@unusual_whales An AI lab that publicly attacks Trump, refuses meaningful government cooperation, overstates chip export risks, and still seeks state-backed advantages shouldn’t be treated as a neutral voice shaping US tech policy

[ShandyShares @ShandyShares]

Feeling broke? Somewhere out there, someone needs an 8% move by Friday just to survive.

[Just a Dude Who Invests @DudeWhoInvests]

Just a reminder…

Whenever you think you are doing bad financially. There is always someone doing worse.

This isn’t to shit on the guy, I hope Amazon $AMZN goes up 8% for him. It is just a reminder to keep things in perspective.

[ShandyShares @ShandyShares]

@RyanFedasiuk If AI is becoming an enterprise commodity, then influence comes from who supplies the infrastructure at scale.
Controlled H200 exports aren’t a concession, they’re how US and $NVDA stay embedded in global deployment instead of watching others fill the gap.

[ShandyShares @ShandyShares]

What stands out here is process adoption. $AEHR's Sonoma isn’t just being tested in a lab, it’s being used in production for next-gen AI ASIC. That’s the hard part. If the customer’s current-gen AI chip is already ramping, this feels like the front end of a much larger deployment

[Crossroads @Dr_Crossroads]

$AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer.

"Initial" is the key part. From the presser:

"This customer’s current-generation AI processor is already ramping in volume production today, and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar 2026 and continuing into 2027. Importantly, we expect these future system orders to run in parallel with volume deployments of this next-generation processor, significantly expanding our installed base and long-term consumable opportunity with this customer."

Just as we're seeing from other ATE companies, the revenue ramp is coming. Big time.

[ShandyShares @ShandyShares]

@mark_k I’m not against AI ethics. I’m just not sure one company should get to decide them for everyone. Giving one company (and one narrow worldview) the power to define AI morality should make people uncomfortable.

[Oguz Erkan @oguzerkan]

$AMZN long thesis in a nutshell:

AWS growth is projected to reach 26% this year while only 16% of the backlog comes from OpenAI.

It’s less leveraged and less concentrated than $ORCL and still growing fast.

Trading at 19x operating cash flow.

Why wouldn’t $AMZN work from here?

[The Kobeissi Letter @KobeissiLetter]

AI borrowing is skyrocketing:

Big Tech firms issued a record $120 billion in corporate debt in 2025 to fund AI-related investments.

Issuance surged +500% compared to 2024 levels.

This is also more than in the four preceding years COMBINED.

Amazon, $AMZN, Google, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, are now expected to issue +18% more debt in 2026, bringing the total to $142 billion.

In one scenario, they could raise as much as $317 billion, a +164% YoY spike.

AI debt is skyrocketing.

[ShandyShares @ShandyShares]

@ReutersBiz The real issue isn’t whether H200 can ship, it’s whether the conditions are workable...control makes sense, but overregulation just delays sales and hands US power away.