How far they run…
How fast they fall.

And no, don’t panic. $NVDA will be absolutely positively 👌

$SMCI looks even worse. 👀

Tesla doesn't need the Robotaxi OR the Model 2. Really the company needs the Robotaxi AND Model 2.

Furthermore, there is almost nothing Elon Musk can say to fix the current trend and it looks highly likely the numbers will underwhelm.

FSD, AI, and Robotaxi are the company's…

It's that time again. Friday and we are live. Join us for this week's tech rundown.

EP213 Weekly Podcast: Talking
1. Apple Vision Pro Developers Losing Interest?
2. Does AMD Really Have an AI GPU Problem?
3. U.S. Awards Samsung Electronics & Micron Technology over $6B in CHIPS Act
4. Adobe…

This is the next generation of a Meta AI accelerator chip. Meta has long been building in-house and uses a blend of its own silicon and nvidia.
With its growing need for AI silicon Meta will undoubtedly continue to invest here. $META $NVDA

This week is a sprinkling of tech but next week the big wave begins.
Next week I’ll be watching closely: 👀
$SAP
$TSLA
$IBM
$META
$MSFT
$GOOG
$MSFT
Feels like the AI theme roars on but the backdrop for tech and growth evolves a bit as the economy sputters a bit, inflation sticks…

For those wanting the breakdown on $TSM

Quarter Performance
Node by Node
Market by Market

TLDR:
5nm still the dominant node (this quarter)
Wafer shipments are up YoY
HPC (read: AI) jumped to 46% of revenue
Smartphones declined (Apple issue!?)

For more quick hits Dan Nystedt

This is consistent with the stories I’m hearing.
@Micron to receive over $6 Billion in Chips Act grants.
Focus will be on advanced memory tech, of course.
Remember AI and Memory are inextricably linked 🤝
Loans on top.
No surprises here.
$MU

Nice work on Bloomberg TV tonight from our Chief Markets Strategist Cory Johnson ⚡️

ASML setting up for a better ‘25 while I think AI will carry the day for TSMC.

Let’s see if he got it right 💪🏻👇🏻

$ASML $TSM

Hardware is so back baby 🙌🏻
Thanks AI ☺️

cc Patrick Moorhead

Good times with Amazon Web Services AR team here in Austin. Thanks for making the time 🙌🏻👊🏻

Arsenal 💔