DanielRomero

TD Cowen raised its price target on $MU to $660 from $550 and maintained a Buy rating

Foxconn was selected as the exclusive supplier of computing trays for $NVDA's Groq 3 LPX rack and will also be the main assembler of the full LPX cabinet
The reported production numbers are 6,000 LPX racks in 2026 and 10,000 in 2027, with Foxconn also expected to capture a major share of Vera Rubin NVL72 cabinet assembly

AR smart glasses global shipments expected to grow 98% year over year in 2025
Growth exploded in H2 2025, with shipments up 148% year over year, driven by:
> Rokid Glasses mass production
> Meta Ray-Ban Display launch
> New products from RayNeo, XREAL, VITURE, Even Realities, INMO, Alibaba, and Meizu
The biggest shift is toward waveguide-based AR glasses, which grew more than 600% year over year. Their market share expanded from 13% in H2 2024 to 38% in H2 2025
Video-centric AR glasses remain highly concentrated. RayNeo, XREAL, and VITURE controlled 96% of the market in H2 2025
The waveguide

UBS analyst Timothy Arcuri raised his price target on $AMD to $455, up from $310, while maintaining a Buy rating

$ASML may be preparing to enter the hybrid bonding market
Professor Joo Seung-hwan of Inha University, who spoke at the conference "Beyond HBM: Core Advanced Packaging Technologies: From Next-Generation Substrates to Modules," reached the conclusion based on $ASML patent analysis
"Based on an analysis of patents filed by ASML, it appears that they intend to launch a product by applying TwinScan technology, a core component of lithography equipment, to a W2W hybrid bonder."
TwinScan already uses two wafer stages inside one system, allowing one wafer to go through exposure while the next is load

Chey Tae-won, Chairman of SK Group, the parent company of SK Hynix, says the main bottlenecks in memory progress are photonics and memory pooling

I’d say it’s too early to bid $INDI
It probably won’t ramp its highest-growth segments until 2028
Interesting nonetheless. Curious if anyone smart has a take on this

A lesson from $POET:
Don’t invest in a company whose CEO only owns 0.0083% of the float
There are people on X who own more than that

Did $MRVL use this NDA breach as a way out?
Would $MRVL reject a top-tier optical interposer in such a tight supply chain if the tech were actually good?
It makes you wonder
Many supply contracts are disclosed in this industry, so why the concern for secrecy?

If $POET’s optical interposer were truly mission-critical, production-ready, and hard to replace, $MRVL would likely try to preserve the relationship somehow
Maybe through penalties, tighter controls, renegotiated terms, or restricted communications
Canceling everything suggests either Marvell had alternatives or $POET was not as critical as bulls believe

$XFAB looks like one of the photonics stocks ready to rerate higher
More research is needed
$TSEM → $TSMC and $XFAB → $INTC is a dynamic I still like
A laggard, and not as strong overall, but at some point it rerates anyway

DeepSeek Cuts API Prices by 90%, Runs V4 on Huawei Chips, and Pushes AI Inference Into a Full-Blown Price War
DeepSeek cut API prices by 90% on input cache hits and is offering a 75% discount on V4-Pro until May 5
That takes V4-Pro cache-hit pricing to around $0.0036 per million tokens, while output pricing sits far below Western frontier models charging $12–$25 per million tokens
V4-Pro has 1.6T total parameters, with 49B active per inference pass. V4-Flash is the smaller 284B parameter version
V4 runs on Huawei Ascend chips, not NVIDIA
It also uses far less compute. At a 1M-token context win

The Iran war is creating a PCB materials bottleneck
The key issue is high-purity PPE resin, a critical material used in PCB laminates. SABIC, controlled by Saudi Aramco, reportedly accounts for around 70% of global supply, and its Jubail facilities have been shut down after Iranian strikes
The price impact is already significant. PCB prices reportedly surged as much as 40% in April. Organic chemicals and hardeners are up 40–70%, plastic resin costs have nearly doubled, chipset prices are up 15–20%, and packaging materials have jumped 45%
Samsung Electronics raised prices on Galaxy smartphones

Why isn’t $INDI getting bid up after the CEO confirmed that Unitree and Figure AI use its lasers?

Just made a quick website with Claude on the chip supply chain
I fed it all the information, and Claude one-shotted it
Honestly, I wonder how good a website can get if, instead of using a single prompt, I spend a few days working on it

$AAPL $599 base M4 Mac mini is unavailable in the U.S., with no order option or delivery estimate
The issue is linked to the broader global DRAM and NAND shortage, driven by heavy AI data center demand
Earlier in April, Apple had already pulled some Mac mini models with 32GB and 64GB RAM, but now even the base 16GB RAM / 256GB storage model is unavailable
M4 Pro Mac mini models can still be ordered, but delivery times are stretching to 6–12 weeks, especially for upgraded memory

Samsung and Kingston raised SSD prices by around 10% again as the NAND shortage worsens
NAND contract prices could rise 70% to 75% QoQ in Q2 2026, after already jumping 55% to 60% in Q1
Consumer SSD prices have roughly doubled since late 2024, while enterprise SSDs have seen much sharper increases