Alex Thompson

23+ years of experience in U.S. equities. Daily market insights and stock analysis. Focus Stocks: $NVDA, $TSLA, $AAPL, $MSFT, $AMD

[Alex Thompson @StockSavvyAlex]

$T partnered with $QBTS
to use quantum computing for network optimization cutting one workload from roughly an hour to under 15 seconds.

AT&T plans to apply it across outage response, technician routing, network planning and traffic management.

[Alex Thompson @StockSavvyAlex]

Raymond James reiterates its $800 price target on
$SPCXafter Starship Flight 13 validated key V3 upgrades and reduced program risk.

The firm says the next major milestone could be “the first attempt to catch Ship with the launch tower.”

[Alex Thompson @StockSavvyAlex]

$CRCL is acquiring $IBM
blockchain patent portfolio adding nearly 1,000 issued patents across more than 680 patent families worldwide.

The deal significantly expands Circle’s intellectual property base as it builds out its stablecoin and payments infrastructure.

[Alex Thompson @StockSavvyAlex]

$SPCX is in talks to provide computing power to the Pentagon.

The potential agreement could be worth “several billion dollars.”

[Alex Thompson @StockSavvyAlex]

$NBIS secured its first senior debt facility for ~$775M.

Nebius will use the proceeds to “accelerate the global buildout” of its full-stack AI cloud platform.

[Alex Thompson @StockSavvyAlex]

Good Morning.

[Alex Thompson @StockSavvyAlex]

$META is hiring longtime $AMZN AWS infrastructure executive Dave Brown to help lead its AI data center buildout as it weighs a cloud push.

Zuckerberg says Meta cloud is “definitely on the table” with companies seeking access to its AI models and spare compute nearly every week.

[Alex Thompson @StockSavvyAlex]

$MSFT CEO Satya Nadella criticizes Anthropic’s Fable 5 for refusing random requests saying it feels “editorially controlled” and “doesn’t make sense.”

He also warns against AI concentrating in two companies with “token capital” while everyone else is forced to rent it.

[Alex Thompson @StockSavvyAlex]

Michael Burry says Hong Kong is worth “bargain hunting” after lagging during this year’s global AI rally.

He sees a particularly attractive setup as “the shine comes off Korea, Japan and the semiconductors.”

[Alex Thompson @StockSavvyAlex]

$TSM is expected to nearly double its earnings over the next three years.

TSMC does not need to predict whether the next major winner is $NVDA, $AMD, $AVGO, a hyperscaler’s custom accelerator or a new CPU architecture because nearly every contender depends on its advanced…

[Alex Thompson @StockSavvyAlex]

$OKLO is now in a nearly 80% drawdown over the past year 😳

[Alex Thompson @StockSavvyAlex]

THE FUTURE IS ON SALE RIGHT NOW

Drawdown from highs: •
$OKLO−76% •
$NVTS−63% •
$CRWV−60% •
$ASTS−58% •
$IONQ−57% •
$PL−57% •
$AAOI−56% •
$RKLB−55% •
$IREN−54% •
$ONDS−53% •
$TE−51% •
$OUST−42% •
$ARM−42% •
$BE−39% •
$NBIS−38%

[Alex Thompson @StockSavvyAlex]

$INTC and $GOOGL
expand their strategic partnership to deploy Gemini Enterprise across Intel and accelerate its AI-driven transformation.

The deal deepens Intel's use of Google Cloud as it modernizes operations with enterprise AI.

[Alex Thompson @StockSavvyAlex]

$MRVL is expected to nearly triple its revenue over the next three years,

Its one of the few names spanning both sides of the AI stack with custom silicon on the compute side and switching, electro-optics and high-speed connectivity on the data movement side.

[Alex Thompson @StockSavvyAlex]

The AI economy is reorganizing the world's most important chip manufacturer in real time as HPC reaches 66% of $TSM revenue.

Even more impressive this record came with 2nm contributing just 3% of wafer revenue which means TSMC’s largest node transition has barely begun.

[Alex Thompson @StockSavvyAlex]

$MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms.

The deal supports infotainment ADAS and connectivity while giving Qualcomm greater supply and pricing visibility.

[Alex Thompson @StockSavvyAlex]

$BE is partnering with Industrial Development Funding and Oaktree on a $1.7B investment to deploy fuel cells for $NBIS AI cloud infrastructure.

The project will provide dedicated behind-the-meter power for AI compute with Morgan Stanley supporting the financing.

[Alex Thompson @StockSavvyAlex]

Elon Musk says $SPCX AI satellites will use batteries to boost peak power from 150 kW to 230 kW.

The added power could reduce the number of satellites needed to reach the same compute capacity while lowering launch and manufacturing requirements.

[Alex Thompson @StockSavvyAlex]

$AAPL on-device AI has reportedly received approval for iPhones in China.

$BABA says Qwen will power Apple Intelligence across iOS, iPadOS, macOS and visionOS for Chinese users.

[Alex Thompson @StockSavvyAlex]

$INTC 18A yields reportedly improved to 85% (from 65% last quarter) bringing the process close to $TSM N2 and well ahead of Samsung SF2.

The progress could allow Intel to insource 80%–90% of Nova Lake tiles through IFS instead of outsourcing most production to TSMC.