Market recap #198

P Equity Research 📰@pequityresearch

https://t.co/OX4gb7uX7A

Donald Trump Stock Tracker@DJTRadar

I went through Donald Trump's latest financial disclosures and pulled the 10 most interesting trades from the May activity. Some of these names will surprise you:

Shay Boloor@StockSavvyShay

10 WAYS TO PLAY ROBOTICS IN 2026 1. $TER tests AI chips & owns the cobots through Universal Robots 2. $NOVT precision photonics & motion inside surgical & industrial robots 3. $OUST eyes & perception for physical AI machines that need to see & map physical world 4. $HIMX

Stock Talk@stocktalkweekly

*MICHAEL SAYLOR'S STRATEGY SELLS 3,588 BITCOINS FOR $216 MILLION IN PROCEEDS $MSTR

P Equity Research 📰@pequityresearch

If this is true, this is a huge red flag for CPO over the coming months. "Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint. NVL576, which connects 8x Oberon racks over CPO between the NVSwitches,

SemiAnalysis @SemiAnalysis_

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was

Serenity@aleabitoreddit

Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B. Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia. Guess like a lot of things are stating to make more sense connection wise? (disclosure: no

Shay Boloor@StockSavvyShay

$NVDA is disputing SemiAnalysis report that Kyber NVL144 has been delayed into 2028 due to manufacturability issues. Nvidia says its AI chip “roadmap remains intact” after the report also claimed the planned NVL72x2 rack was cancelled following hyperscaler pushback.

DEGEN NEWS@DegenerateNews

NEW: TRUMP SAYS “COUPLE OF GUYS WHO WENT SHORT, THOSE POOR BASTARDS, I MEAN, THEY ARE IN BIG TROUBLE, THEY'RE BEING WIPED OUT” “I NEVER LIKED SHORT GUYS”

Bluekurtic Market Insights@Bluekurtic

The bullish signs are firing up from all sides. The S&P 500 finally had a bullish MACD crossover for the first time in over a month. Since the beginning of this bull market, it has been bullish for $SPX, with a 100% win rate over the next 5 trading days.

P Equity Research 📰@pequityresearch

I highly recommend listening to this podcast. SUSS MicroTec's CEO, Burkhard Frick, got interviewed. A lot of key points made here: > SUSS has successfully qualified and delivered its initial machines to the third major player, SK Hynix, looking to capitalize on upcoming

Lukas Spang @l_m_s15

Alle reden über Micron, Nvidia, TSMC & Co. – SUSS MicroTec liefert die Maschinen für den KI-Boom In dieser Folge sprechen @VolkerGlaser1 und ich mit Burkhard Frick, CEO der SUSS MicroTec SE aus Garching bei München – einem der spannendsten deutschen Halbleiter-Ausrüster im

Hunterbrook@hntrbrkmedia

NEW: The CEO of an AI giant said again and again: "There is no China supply chain for us." Trade records, satellites, Chinese filings and even its own suppliers in China say otherwise. The truth raises an existential threat to Bloom Energy’s story. Our $BE investigation:

Wall St Engine@wallstengine

$PENG | Penguin Solutions Q3 FY26 Earnings Highlights 🔷 Revenue: $478.7M vs $421.4M Est. 🟢 🔷 Adj EPS: $0.84 vs $0.56 Est. 🟢 🔷 Record quarterly net sales, up 48% YoY. FY26 Outlook Raised: 🔷 Non-GAAP EPS: $2.60 ±$0.05 vs $2.28 Est. 🟢 🔷 Net sales growth now seen at

Gavin Baker@GavinSBaker

Thoroughly enjoyed doing this podcast with @AmirF15336 who is an impressive young man. Recorded in late February of this year. Time flies!

Patrick OShaughnessy@patrick_oshag

My second conversation with @jeremygiffon. His first episode became one of the most popular we've ever done. Since then he's become a friend I talk to every day, so this is a taste of one of those conversations. We discuss: - The billion dollar PDF - Why billionaires have

Silicon Data@Silicon_Data

When it rains, it pours. Since Jul 2, our H100 GPU rental curve has risen yet again with even more providers hiking prices. Our perspective below on "meta selling compute" also seems to have been affirmed by today's news. Acc to our data, compute market continues to tighten.

Silicon Data @Silicon_Data

Markets were jittery this week on news reports that Meta may be selling compute, raising concerns about excess supply. We thought we’d share some perspective using our rental term curves on why this news, if true, doesn’t have to be bearish for GPU rental prices. Last year,

Wall St Engine@wallstengine

SK HYNIX IS SAID TO GUIDE ITS U.S. OFFERING PRICE AT $149 PER ADR, ABOUT 3.1% ABOVE ITS KOREA CLOSE.

Bernt Bornich@BerntBornich

Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability. For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.

Bernt Bornich@BerntBornich

Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability. For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.

P Equity Research 📰@pequityresearch

Lead time and pricing trending higher for MOSFET sold by power semiconductor companies. $ON $VSH $STM $DIOD $MCHP

Arrow Finance@ArrowFinanceio

We’re excited to welcome Ash Manicka (@dimes_xyz) as a Strategic Advisor to Arrow. Ash joined Robinhood ahead of its IPO and helped lead go-to-market for some of its most significant crypto initiatives, including Robinhood Wallet. At Arrow, he’ll advise on communications,

europeanhiddengemstocks@euro__stocks

Spent way too many hours researching a €36M Swedish micro-cap that prints metal from dust. Sounds dumb. It’s not. Freemelt owns a patent to 2040 that stops tungsten parts from exploding mid-print. UK Atomic Energy Authority buys from them because nobody else can make tungsten

Shay Boloor@StockSavvyShay

$CRCL received final OCC approval to launch Circle National Trust as a federally regulated trust bank. The bank will custody digital assets for Circle and its affiliates and could later manage USDC reserves and serve select institutions.

Pythia Cap: Partially Conductive@PythiaR

Weighted average exercise price of the 2031 $META option plan is ~$2770. Consensus right now for 2031 is ~$60-70/share in EPS, 42x P/E vs. today at ~20x which tells you how much management thinks they can beat estimates by over the next 5 years. Majority of the plan has

Unipcs (aka 'Bonk Guy') 🎒@theunipcs

it's crazy seeing the mental gymnastics people are going through just to dismiss the Robinhood chain 'XYZ other chains have launched and they're all dead' Robinhood is literally a $100 BILLION+ publicly traded company and the biggest retail trading platform in the entire world

Unipcs (aka 'Bonk Guy') 🎒 @theunipcs

Robinhood chain is the closest to early Solana vibes i've seen in ages literally the same vibes: lots of decent runners emerging and reaching meaningful valuations quickly compared to the status quo on incumbent chains, the founder seems to understand memes and is willing to

Cointelegraph@Cointelegraph

⚡️ UPDATE: Tether has minted another $1B USDT.

Whale Insider@WhaleInsider

JUST IN: $META to double compute to 14GW by 2027 and ramp Iris AI chip production in September.

Miles Deutscher@milesdeutscher

Mark Zuckerberg hasn't posted on 𝕏 in 3 years. Today, he broke the silence - and $META dropped an insanely powerful new AI model. Here's everything you need to know about Mark Zuckerberg's new Muse Spark 1.1 (and how to set it up): Wtf is Muse Spark 1.1? This new model is an

Mark Zuckerberg @finkd

(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

Brendan Ma@itsbrendanma

8% goes to the @arbitrum DAO treasury, which is all controlled and directed by ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 holders Robinhood did ~5 million transactions yesterday and on just the fees from the day, run-rating at 8 figures annualized revenue

MSB Intel @MSBIntel

BREAKING: 10% of fees from Robinhood Chain and other Arbitrum L2s will be allocated to the Arbitrum ecosystem. 8% goes to the treasury, while 2% goes to development funding.

The DeFi Investor 🔎@TheDeFinvestor

The latest developments in DeFi👇 Aave V3 and Maple went live on Monad Uniswap proposed activating protocol fees for v4 pools Jupiter released GUM, an all-in-one exchange for multichain swaps, buying stocks, and perps trading Ondo launched Ondo Perps for trading equity perps