He’s down almost $4 MILLION longing Semiconductors.Trader “asssdfc” bought $10M of Marvell at the top, now down $3.8M. He is down >$9M across his entire account since his PnL peak 1 month ago, longing other big names like SK Hynix, Micron and Sandisk.Will he make it back? https://t.co/Fwl1WUXUSH ...

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 - Intro 02:13 - Apple vs OpenAI: The Lawsuit That Could Change AI 08:00 - Is OpenAI's Hardware Dream ...

NEW: Taiwan chip giant TSMC plans to invest another $100 billion in the U.S., bringing its total announced U.S. commitment to roughly $265 billion as demand for AI chips continues to surge. https://t.co/1yr3LIZcKz ...

The memory behind the AI boom is earning onchain. 🥞SKHYB–USDT is live and incentivized on PancakeSwap, on @BNBCHAIN. Provide liquidity and earn Merkl rewards on top of your trading fees.→ Add liquidity: https://t.co/x3l15rkmDa→ Rewards via @merkl_xyz: https://t.co/bsAJViE1zjPancakeSwap (@PancakeSwap):The backbone of AI, now on the menu.SKHYB-USDT (SK Hynix), one of the world’s top AI memory makers, is live and incentivized on PancakeSwap, on @BNBCHAIN.→ Add liquidity: https://t.co/FMpuPlbdjA→ Rewards via @m ...

VONNIE: 5:00 IN NEW YORK CITY, 10:00 A. M. IN LONDON.LET'S GET YOU SET FOR THE DAY. TSMC'S AI OPTIMISM. RAISING SPENDING AND BOOSTING THE REVENUE OUTLOOK.MARKET CAUTION PREVAILS AS TRADERS WAY EARNINGS AND THE STRENGTH OF THE AI TRADE. THE U.S. COMPLETES ITS LATEST AIRSTRIKES ON IRAN WITH TENSIONS SHOWING NO SIGNS OF EASING. GLOBALLY, KOREA IMPLEMENTING MARKET STABILITY MEASURES.LET'S GET THE COMMENT WITH WINNIE HSU. WINNI E: KOREAN STOCKS LEADING DECLINES IN ASIA TODAY IN EXPECTATION TO AUTHORITIES TIGHTEN ...

JUST IN: 🇹🇼🇺🇸 Taiwan's semiconductor $TSM to invest an additional $100 billion in its Arizona chip plant. ...

幣圈大佬 Arthur Hayes 揭開馬斯克資本操盤術！Elon Musk正在將幣圈「低流通量、高總估值」的極端操作手法，完美複製到傳統美股市場？透過修改指數規則，強迫全球被動資金為 SpaceX 的超高估值買單？ #比特幣 #arthurhayes #MU #川普 #AI泡沫 #AIBubble #台股 #股市 #半導體 #TSMC #investing #bitcoin #加密貨幣 #Bitcoin #加密货币 #股票 #Crypto #AI #美股 #股災 #黃仁勳 #加密貨幣 #台積電 #kevinwarsh #聯發科 #聯電 #cardano #eth #bonniechang #bonnieblockchain #邦妮區塊鏈 ...

This is Guru Focus First Look, your morning market brief for Thursday, July 16th. Here are the stories driving markets today. TSMC reported a 77% year-over-year surge in second quarter profit, surpassing analyst expectations, and announced plans for an additional 100 billion investment in its Arizona facilities.The record profit underscores TSMC's continued dominance in the semiconductor industry and highlights its commitment to expanding US chip production capacity. Turning now to United Health Group, the ...

Good morning. It is Thursday, July 16th. Here's what's on the agenda.Chipmaker TSMC's earnings beat boosted by solid global demand for AI chips. The US launches fresh strikes on Iran, but oil dips below $85 a barrel, and the pound gains on reports that Shabana mahmood will be the next UK chancellor. Well, Tom, let's take it straight to the markets and see how we're trading this morning.Focus on Brent crude. As you can see, they're just down under $85 a barrel. That sort of key threshold.We've been watching ...

台積電財報破除 AI 泡沫迷思！ 黃仁勳親自解開Token算力變現機制與台灣AI工廠的絕對優勢... #TSMC #台積電 #AI #財報 #黃仁勳 ...