MrMonopoly

Macro & AI trade, décrypté en français 🇫🇷

Zéro bruit, que du signal.

[MrMonopoly @MrMonopolyAI]

Well deserved. 🚀

This partnership makes a lot of sense: Palantir’s software stack + Nebius’s AI-native infrastructure is a strong sovereign combo. Clean alignment. $NBIS

[MrMonopoly @MrMonopolyAI]

Big one for Nebius. 🚀

Palantir just named Nebius its preferred sovereign AI infrastructure partner.
They will integrate Nebius compute and inference directly inside the Palantir perimeter, giving eligible customers full control over their compute, data, and models.

This is exactly the kind of high-quality distribution and validation Nebius needs: a complete sovereign AI stack combining Palantir’s software layer with Nebius’s AI-native cloud.

Two companies working together to bring capacity online faster: including modular deployments where power is already available.

Strong signal. 💥

$NBIS $PLTR

[MrMonopoly @MrMonopolyAI]

Well deserved. 🚀

This partnership makes a lot of sense: Palantir’s software stack + Nebius’s AI-native infrastructure is a strong sovereign combo. Clean alignment. $NBIS

[Shay Boloor @StockSavvyShay]

$PLTR PICKS $NBIS AS ITS PREFERRED SOVEREIGN AI INFRASTRUCTURE PARTNER

Palantir CEO Alex Karp says “our ontology and their infrastructure will undergird the sovereignty our partners are demanding” as Nebius becomes part of Palantir’s enterprise AI stack.

That gives Nebius a direct path into Palantir customers that want dedicated AI compute while keeping control of their data and models.

[MrMonopoly @MrMonopolyAI]

@StockSavvyShay Well deserved. 🚀
This partnership makes a lot of sense: Palantir’s software stack + Nebius’s AI-native infrastructure is a strong sovereign combo. Clean alignment.

[MrMonopoly @MrMonopolyAI]

@mvcinvesting Well deserved. 🚀
This partnership makes a lot of sense: Palantir’s software stack + Nebius’s AI-native infrastructure is a strong sovereign combo. Clean alignment.

[MrMonopoly @MrMonopolyAI]

@AIStockSavvy Well deserved. 🚀
This partnership makes a lot of sense: Palantir’s software stack + Nebius’s AI-native infrastructure is a strong sovereign combo. Clean alignment.

[MrMonopoly @MrMonopolyAI]

@daniel_koss Well deserved. 🚀
This partnership makes a lot of sense: Palantir’s software stack + Nebius’s AI-native infrastructure is a strong sovereign combo. Clean alignment.

[MrMonopoly @MrMonopolyAI]

Bullish for $ASML 🚀

[Wall St Engine @wallstengine]

SAMSUNG TO BRING ASML HIGH-NA EUV INTO DRAM PRODUCTION BY 2028

Samsung plans to use $ASML High-NA EUV in future high-volume DRAM manufacturing by 2028, which the companies say would be an industry first.

Samsung is also joining an effort to move semiconductor photomasks from the industry-standard 6-inch format to 12 inches, aiming to improve fab productivity, lower manufacturing costs and eliminate stitching constraints in High-NA EUV production.

The expanded partnership spans both advanced memory and next-generation semiconductor manufacturing.

[MrMonopoly @MrMonopolyAI]

Big one for Nebius. 🚀

Palantir just named Nebius its preferred sovereign AI infrastructure partner.
They will integrate Nebius compute and inference directly inside the Palantir perimeter, giving eligible customers full control over their compute, data, and models.

This is exactly the kind of high-quality distribution and validation Nebius needs: a complete sovereign AI stack combining Palantir’s software layer with Nebius’s AI-native cloud.

Two companies working together to bring capacity online faster: including modular deployments where power is already available.

Strong signal. 💥

$NBIS $PLTR

[MrMonopoly @MrMonopolyAI]

@wallstengine Bullish 🚀

[MrMonopoly @MrMonopolyAI]

Good news for $ASML 🚀

[Tim Culpan @tculpan]

Just in:
TSMC has finally chosen to adopt High-NA EUV. And to develop larger photomasks to go with it.

This is HUGE news for @ASMLcompany

[MrMonopoly @MrMonopolyAI]

Waiting to see, deepseek coming with a new model 👀

[永雏塔菲 @xhyctf]

DeepSeek V4.1 Flash来了👁👁

[MrMonopoly @MrMonopolyAI]

Amazing setup for US stocks 🚀

[Stephane Deo @StephaneDeo]

US corporate profits are now way above their long-term trend.

They’re about 20% above the trend since 2000, the largest divergence on record.

[MrMonopoly @MrMonopolyAI]

@NCheron_bourse Renforcement de la mémoire $MU $SNDK 🚀

[MrMonopoly @MrMonopolyAI]

@KobeissiLetter Let the tariff war continue 👀

[MrMonopoly @MrMonopolyAI]

@KobeissiLetter For the moment 👀

[MrMonopoly @MrMonopolyAI]

@StockSavvyShay Pump it! 🚀

[MrMonopoly @MrMonopolyAI]

@KobeissiLetter That’s huge..

[MrMonopoly @MrMonopolyAI]

@KobeissiLetter We are all waiting that..

[MrMonopoly @MrMonopolyAI]

On $INTC 👀

[Jukan @jukan05]

DIGITIMES' latest report on Intel:

Intel will raise prices on PC CPUs by another 10% in October.

At the same time, the Small Core product line, which carries lower gross margins, may be headed toward EOL (End of Life).

This would open an opportunity for Qualcomm and MediaTek from the ARM camp to enter the industrial PC (IPC) and Internet of Things (IoT) chip markets.

There is also talk that Intel will cut a further 5% to 10% of its workforce.

In July, Intel carried out another round of layoffs targeting its Data Center and AI (DCAI) group, and its global headcount is currently estimated at roughly 75,000.

However, sources cited by DIGITIMES noted that Intel will be hiring new staff alongside the cuts, and that the current organization, already trimmed to just over 70,000 employees, is already fairly reasonable in size.

According to the industry, global PC shipments will reach roughly 260 million units in 2026, but may decline slightly to about 250 million units in 2027.

The main cause is not a sharp contraction in PC demand, but rather that recent steep increases in the prices of components such as memory and PCBs have begun to pile cost pressure onto finished systems.

Industry sources said that in response to the broad surge in costs, Intel has been raising PC CPU prices in stages over the past year, and tentatively plans another 10% increase in early October. The fact that Intel has chosen to raise CPU prices even as the finished PC market is expected to shrink slightly in 2027 shows that its top priority is improving gross margin rather than expanding market share.

With the global PC market holding at roughly 250 million units, DIGITIMES assessed that if Intel can bring its CPU shipments back up to nearly 200 million units, its market share could recover to about 78%. At the same time, lifting ASP through price adjustments should help restore profitability in its PC CPU business.

DIGITIMES also reported that Intel currently faces a tougher problem in server CPUs than in PC CPUs. According to the supply chain, Intel is currently prioritizing its own fab capacity for server CPUs. The gross margin on server CPUs it manufactures in house is higher than on products outsourced to TSMC, but server CPU capacity still cannot keep up with demand, and this is crowding out PC CPU capacity as well.

DIGITIMES assessed that if Intel wants to further accelerate the expansion of server CPU production, it may have to hand part of the volume to TSMC, and that this is the manufacturing dilemma Intel currently faces. This is why the yield of the 18A process and the development progress of the 14A process are drawing attention.

$INTC