xchevy

[Earnings Whispers @eWhispers]

With earnings season set to begin, here's a look at what the S&P 500 $SPY did since the companies reported earnings last quarter. Note that only Communications $XLC and $XLE have more stocks lower than higher during the quarter.

https://t.co/aU4uRnyQ9h

$DDOG $FTNT $SNDK $HUM $INTC $AMD $STX $DVA $AXON $FFIV $FLEX $LLY $DELL $AMAT $HOOD $URI $WDC $BAX $LRCX $TXN $UNH $DLTR $RVTY $UAL $IQV $WST $GEN $STT $ELV $NXPI $DXCM $TECH

[SEC Network @SECNetwork]

THE OKLAHOMA SOONERS ARE KINGS OF COLLEGE BASEBALL 🏆

@OU_Baseball

[Oklahoma Basketball @OU_MBBall]

We are devastated by the passing of Stacey King, a true Oklahoma legend.

[xchevy @x_chevy]

@xbonkk NVDA takes the Computex stage to boldly call $MRVL the next trillion-dollar company. The two firms are cementing their partnership to scale the critical networking and connectivity infrastructure required to power next-generation AI data centers.

[Figure @Figure_robot]

We're live Man vs. Machine https://t.co/ovr2sm3Iof

[xchevy @x_chevy]

#Silver CME further increased silver margin requirements to 15% for non-heightened risk profiles, effective after the close of trading on Monday, Feb 2, 2026. 9% - 11% -15%
I thought the idea of percentage was so it could be more of a hands off thing.

[Jason M @SkinnyAldeer]

#silver #silversqueeze We just hit $113 Spot Silver! $113$! They are going to hit the circuit breaker to the cooling fans any minute now! They are going to blame it on the hot weather in Chicago!

[Earnings Whispers @eWhispers]

There are 103 S&P 500 $SPY companies reporting this week, and a quarter of them will be Industrials $XLI. Over the next five weeks, we'll get 83% of the S&P 500 reporting. About 70 still haven't scheduled their release date yet, but earnings season for the large caps peaks during the first week of February. $NVDA will report during the last week of February.

https://t.co/MHBBC4awgB

[Kitco NEWS @KitcoNewsNOW]

Silver hits $100; What’s next as demand for hard assets remains strong

In what has been a historic rally, #silver has hit what has been a much-anticipated target since the second half of last year. The precious metal is looking to end the week above $100 an ounce...

> Read the full story at Kitco:
https://t.co/jroPuYpVnM

[James McKay @McKayResearch]

*BREAKING*

Silver breaks the major psychological level of $100 for the 1st time, continuing its parabolic run since Dec 2025.

#Silver is now up 40.2% YTD and 220.7% over 12-months.

They often say silver is the 'signal', and it's signalling a lot about 2026.

#silversqueeze

[Jason M @SkinnyAldeer]

#silver #silversqueeze Welcome to $94 spot silver ya'll!!! WoooHooo!! It smells so good.

[United States Mint @usmint]

🪙What’s in your pocket? 👀 Keep your eyes on your change! Some of the new #SemiQ coins have already begun circulating. Share your discoveries using #CoinHunt250 and tag the United States Mint. Together, we are Connecting America through Coins. 🇺🇸

@America250

[JustDario @DarioCpx]

BREAKING: the CME just changed its margins calculation all of a sudden from fixed dollar amounts to notional percentages. Gold will be now 5% and Silver 9%.

🚩 The CME is growing worried about the risk of one of the large short sellers blows up because of a quick rise in prices

[Shay Boloor @StockSavvyShay]

$MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.

Memory is only one layer, so here’s what AI onshoring looks like across the full stack:

AI Chip Design
• $NVDA defines the default architecture for AI training & a growing share of inference
• $AMD provides the critical second GPU stack that prevents the AI economy from relying on one supplier
• $GOOGL designs TPUs to internalize AI workloads and defend margins
• $AMZN builds Trainium & Inferentia to control inference costs inside AWS
• $INTC designs CPUs &accelerators while pushing to re-establish domestic manufacturing relevance
• $MSFT designs custom silicon to optimize Azure’s AI stack end to end

AI Chip Co-Designers
• $AVGO co-designs custom silicon with hyperscalers tying compute, memory & networking into workload-specific AI systems
• $MRVL enables custom accelerators & high-speed interconnects tuned for AI training & inference

Edge AI
• $AAPL embeds inference directly into consumer devices
• $QCOM scales low-power AI across mobile & edge endpoints

EDA & IP
• $SNPS, $CDNS supplies the design tools every advanced AI chip must pass through before it can exist
• $ARM licenses the CPU architectures embedded across data center, edge & mobile AI systems

Foundries
• $TSM is the factory that manufactures the chips the entire AI stack depends on
• $INTC is the strategic second source attempting to reshore advanced chip manufacturing

Wafer Fab Equipment
• $ASML is the AI kingmaker since every advanced node chip is built using its lithography machines
• $LRCX enables deposition & etch processes that physically form modern AI transistors
• $KLAC ensures yield & reliability so advanced AI chips can be produced at scale
• $TEL provides the process equipment required to manufacture cutting-edge logic & memory

Other Semicap & Equipment
• $AMAT supplies critical tools across ion implant, materials & packaging steps
• $TER enables testing and validation so AI chips can ship at scale

Advanced Packaging
• $AMKR sits at the packaging layer that turns GPUs & HBM into a single AI compute system

[UltimateClassicRock @UltClassicRock]

Happy 82nd birthday to the Led Zeppelin architect who's written more genre-defining riffs than we can count: Jimmy Page!

[Jesse Colombo @TheBubbleBubble]

The latest precious metals worry du jour is the rebalancing of the Bloomberg Commodity Index.

But I’m not concerned, as it’s already priced in and will join the long list of threats that never came to fruition, as I argue in this report:

https://t.co/T2bSUZzlwE

$PHYS $PSLV

[xchevy @x_chevy]

Silver Tops $75 as Precious Metals Extend Record Run https://t.co/WOznU4lrhQ via @BarronsOnline

[Jason M @SkinnyAldeer]

#silver #silversqueeze KABOOM!!! Silver hits $71!!! WOOHOOO!

[Jason M @SkinnyAldeer]

#silver #silversqueeze My Word that was fast! Silver is at $69 Baby! $69!!!

[pmbug @pmbug]

COMEX margin raise tomorrow. Futures likely going to face headwinds/pressure.