地缘缓和预期升温：AMD暴涨11.44%领涨科技股，特朗普称俄乌停火有望延续

Note that I said M6 and beyond. I know the chip designs being produced will remain Apple's. Other commenters in the thread talk about how Intel's node is simply inferior to TSMC's and will bottleneck the performance of the same chip designs simply by being bad. I hope that is not the case and/or that I won't have to settle for an Intel node inside my Apple chips. (They better n…

$AMD market cap $742 bil $AVGO $2.X trillion $MU $844 bil AMD to $1.X trillion 🙏🙏

Plus NVIDIA clocked that it was also the developer library ecosystem and even now there just aren’t equivalents. The AMD rocFFT library wasn’t even complete compared to FFTW until very recently and cuFFT did that more than a decade ago

A Chinese TV channel spent a bunch of money doing ADAS tests and Tesla came out on top of all the Chinese brands, including all the LIDAR systems. Although tests were all in the day time. https://www.youtube.com/watch?v=0xumyEf-WRI&t=1203s https://electrek.co/2025/07/29/another-huge-chinese-self-dri... XPENG (major chinese ADAS brand) recently decided to copy Tesla's vision-onl…

$TSLA I don’t love chasing, but this is starting to get tempting

A Tesla still can't detect a motorcycle next to it, so I can't see how it would ace the blind spot warning test. Any other administration and I would be willing to grant the benefit of the doubt, but Musk's spent a lot of money to corrupt government agencies over the past year and a half so that he could get silly pronouncements that the most dangerous "advanced" driving system…

At any point in the last six years, Apple could have signed Nvidia's aarch64 BSD drivers and watched their revenue climb. It's a minuscule commitment that is fully supported by the higher-end Mac Pros, only disabled by software. That would have sent sales skyrocketing as far as the supply could handle it. But Apple is about B2C, and customers buy services. All of us know, deep …

Guess which ticker I traded here. This is again the result from buying when H% is low. This was a swing trade in March. You see my full Position on the actual chart from the broker app https://www.youtube.com/shorts/aMRKbZUezpY You see the full Buy Fills + Position + Timestamps + the Date + Alert with full Timestamps $TSLA $NVDA $SPY $QQQ $DIA The ticker will be revealed in the future as usual.

Nvidia’s chips aren’t usually on the latest nodes. The M5 is in N3P, Blackwell is N4P. M6 is expected to be on an N2 node while Rubin is N3P. I don’t think Nvidia even has an N2 chip announced, could be wrong through.

Apple care about their users like a farmer cares about a herd of dairy cows. Whereas Microsoft and Google care about their users like a farmer cares about a herd of pigs.

No change to weekly cloud position for these megacaps. Six of eight in long-term uptrends. $MSFT and $META remain below-cloud. $TSLA had best week of the group up 9.6% with an impressive white candle right on top edge of its cloud.

accept all cookies. Yesss! download the app! I would love to hear about your new feature. Yes, I'd love to ask your new AI assistant <weird-unique-name> for help! > I never paid for Apple’s iCloud service so I am a little surprised that not only were my pictures uploaded, the local copy was deleted. no worries, apple can do what microsoft did.