@traderTVLIVE@bigbearai@tradertvshawn $BBAI just posted a double earnings beat despite a 20% y/y decline in revenue! The company continues to guide $125M-$140M in FY25 revenue.
5 COMPANIES POWERING $NVDA 800V DC ALLIANCE
The biggest theme across Nvidia GTC event & the $AMZN, $META, $GOOGL & $MSFT earnings was compute demand is exploding but power delivery struggles to keep up.
Thatโs why the Nvidiaโs 800V DC Alliance matters since itโs how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits.
The companies in this group are building that layer of the AI stack:
1. $STM scaling SiC devices from EVs to data center energy systems
2. $AOSL supplying power control chips inside AI servers & networking gear
3. $GEV building the substations & grid interfaces powering AI campuses
4. $VRT designing the power & cooling backbone for hyperscale data centers
5. $NVTS pushing GaN & SiC power conversion efficiency for AI workloads
PRESIDENT TRUMP ANNOUNCES A DEAL WITH CHINA
โข China suspends all retaliatory tariffs & non-tariff measures imposed since March 4
โข China issues new general licenses for rare-earth exports & pauses new export controls
โข China commits to end fentanyl flow to the U.S.
โข China to buy at least 12M metric tons of U.S. soybeans
โข U.S. cuts tariffs on Chinese goods by 10 percentage points
The biggest de-escalation in U.S.โChina relations since the trade war began.
@mikealfred I totally agree!!! Trying to find something to trade is like the proverbial {needle in a haystack}!!!! And I have allergies!!! ๐คฃ So, Im tired of looking.