$GLW 0.54 Developing

Notable posts

• @amitisinvesting bullish 2142 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: $NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the beginning of the AI supercycle and that market weakness should be viewed as a buying opportunity. He said investors “should be very happy” because they can now buy at a discount, adding that everyone should be excited about where AI is heading. Jensen also said it is a “foregone conclusion” that AI will become global infrastructure, similar to how the internet became core infrastructure for the world. 2. Google and $NVDA are reportedly exploring $INTC as a backup chip manufacturing partner as TSMC capacity remains constrained, according to The Information. Google has reportedly already placed an order with Intel to manufacture more than 3 million TPUs in 2028 after testing Intel’s advanced packaging technology. Nvidia has not placed an order yet, but is reportedly testing Intel’s tech for its 2028 Feynman-series processor, which is expected to combine four graphics chips into a single unit. For Intel, the near-term opportunity appears to be in advanced packaging, with SK Hynix also testing whether its HBM can work reliably with Intel’s packaging technology. 3. $AAPL unveiled “Siri AI” at WWDC 2026, transforming Siri into a more conversational AI assistant with current world knowledge, on-device context, screen awareness, and its own dedicated Siri app. A beta version is expected later this year, with Apple planning deeper integration across iPhone, Mac, Apple Watch, and Vision Pro. 4. Global investors are selling South Korean stocks at a record pace, with foreign investors offloading -$801 million of Kospi-listed shares on Monday after pulling -$10 billion from the market last week. Foreign investors have now sold South Korean equities in every trading session over the past month, bringing year-to-date outflows to -$75 billion, according to Goldman Sachs. Meanwhile, domestic retail and institutional investors have been on the other side of the trade, buying roughly +$69 billion over the same period. 5. The top 10 most active options today by contracts traded were $TSLA with 3.6M contracts, $NVDA with 3.2M contracts, $AAPL with 2.1M contracts, $MSFT with 831K contracts, $AMZN with 710K contracts, $INTC with 696K contracts, $MU with 601K contracts, $GOOGL with 587K contracts, $META with 568K contracts, and $NOK with 444K contracts. Tesla led the market with more than 3.6M options contracts traded, followed by Nvidia at 3.2M and Apple at 2.1M. 6. Robinhood’s Top 10 most-held investments were updated for June, and the list stayed largely the same with one major change: $AMD replaced $NFLX, which had been in the top 10 for the past few months. AMD has surged 118% YTD, becoming a major retail winner for investors who backed Lisa Su and the company’s AI/chip comeback story. The other most-held names on $HOOD remain major retail favorites: $META, $GOOGL, $AMZN, $MSFT, $NVDA, $PLTR, $F, $MSFT, and $TSLA. 7. OpenAI said it has confidentially submitted an S-1 to the SEC, giving the company the option to go public, though no IPO timing has been decided yet. The company said it announced the filing because it expected the news to leak, but noted that it “may be a while” before any public listing because there are still things it wants to do that may be easier as a private company. OpenAI added that the decision involves a complicated set of tradeoffs, but filing now gives it flexibility to move toward an IPO sooner if that becomes the best path. 8. $AAPL Apple is teaming up with $GOOGL Google and $NVDA NVIDIA to bring more compute power to Apple Intelligence. At WWDC, Apple said it worked with Google and NVIDIA to bring its Private Cloud Compute approach to Google Cloud infrastructure, with Apple’s largest AI model, AFM Cloud Pro, set to run on Google Cloud. Apple said many Apple Intelligence requests will still be handled on-device, while more complex requests will be routed through its own Private Cloud Compute platform, including a new world knowledge service built inside that system. Apple also emphasized that it is not using Google Search as the foundation of the product and said it is now on the third generation of Apple Foundation Models. 9. Margin debt in China is surging to record levels, with stock market margin debt now reaching roughly $431 billion, more than doubling over the past two years. That total is now 22% above the 2015 Chinese stock market bubble peak of about $354 billion. At the same time, margin trading activity has also accelerated sharply, with volume on the Shanghai Stock Exchange averaging around $22 billion per day over the last two weeks, near record highs. Margin trading volume has now tripled over the past 12 months and is back in line with the levels seen during the 2015 peak. 10. $AMZN $GLW Amazon announced a multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity solutions for Amazon’s U.S. data center infrastructure. The deal is expected to create 1,000 advanced manufacturing jobs at Corning’s North Carolina facilities and support hundreds of additional construction jobs. Amazon said the agreement will help strengthen the U.S. fiber optics supply chain as demand for AI data centers continues to accelerate. 11. SpaceX’s IPO is reportedly seeing overwhelming demand, with the offering said to be well oversubscribed and institutional orders expected to close Wednesday at 4pm ET, according to Bloomberg. At a reported $135 per share, SpaceX would raise roughly $75 billion at an estimated $1.8 trillion valuation, which could make it the largest IPO in history. The deal is expected to price on June 11 and begin trading on June 12 under the ticker $SPCX. 12. Retail investors piled into semis and AI names in May, with the largest single-stock net inflows led by $MU at +$6.5B, followed by $NVDA at +$5.9B, $TSLA at +$4.9B, $SNDK at +$3.5B, and $AMD at +$1.9B. The data shows retail buyers aggressively adding exposure to the AI/chip trade, with memory, GPUs, EVs, and semiconductor names dominating the month’s biggest inflow leaders. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay neutral 1233 eng

  THE SEMICONDUCTOR ECONOMY INSIDE THE IPHONE 17 PRO It's really wild to see how one $AAPL iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack: 1. $TSM manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2. $AVGO supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation). 3. $GLW supplies cover glass and Ceramic Shield so essentially the material layer protecting the display and back panel. 4. $QCOM supplies Snapdragon X80 modem in the Pro models which is the last generation before Apple's C2 takes over and reason it stayed is mmWave support that Apple's own C1X lacks. 5. $STM supplies chips used around Face ID, cameras & power management helping Apple control sensors and photographic hardware. 6. $NXPI supplies connectivity controllers including NFC, secure payment hardware and USB Type C control helping iPhone communicate with accessories and contactless systems. 7. $CRUS supplies audio and power chips that help drive the speakers, microphones and other audio functions while efficiently managing power delivery. 8. $TXN supplies analog and power chips used for battery charging, camera flash control and display power so basically managing how electricity moves through parts of the phone. 9. $ADI supplies power conversion and charging chips that regulate voltage and make sure different parts of the phone receive right amount of electricity. 10. $SONY supplies CMOS image sensors, the physical light-capture hardware behind every camera on the phone. 11. $QRVO supplies RF front end modules that filter and amplify cellular signals so the phone can communicate efficiently across different frequency bands. 12. $SWKS supplies additional RF components used to strengthen and manage wireless signals between iPhone and cellular networks.

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• @StockSavvyShay neutral 824 eng

  5 LAYERS OF THE 1.6T OPTICAL SUPPLY CHAIN The move to 1.6T optics is turning every transceiver into a denser semiconductor system with more content flowing into DSPs, lasers, timing, power management and broader network around each module: 1. $MRVL, $AVGO, $CRDO & $ALAB form signal-processing layer behind 1.6T optics supplying DSPs, SerDes, retimers & equalization that push 224G electrical lanes into next-generation transceivers 2. $COHR, $LITE & $AAOI sit at optical front end across lasers, drivers, photodiodes & TIAs with Coherent consuming all of its InP laser output internally, Lumentum demand still running above supply & AAOI already landing a $200M+ volume 1.6T hyperscaler order 3. $SITM is less obvious timing beneficiary supplying precision oscillators inside transceivers on both ends of an optical link so content scales directly with module count as 1.6T deployments ramp 4. $MPWR, $ADI, $TXN, $MCHP & $ON provide power-management layer as higher-speed optics require more voltage regulation, power conversion & thermal control inside every module 5. $APH, $TEL, $GLW, $CIEN, $NOK & $ANET extend the opportunity beyond the transceiver into connectors, fiber & networking infrastructure required to move 1.6T bandwidth across broader AI fabric

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @StockSavvyShay bullish 734 eng

  $NVDA VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with $MU, $SKHY & Samsung supplying the DRAM & HBM feeding Rubin accelerators while $SNDK adds exposure to storage layer around AI systems • Advanced packaging runs through $TSM, $AMKR & $INTC for foundry, packaging & assembly while $AMAT, $LRCX, $KLAC, $ASML, $TER & $AEHR provide equipment & testing needed to manufacture complex AI chips • Optical networking spans $COHR, $LITE & $AAOI in optical modules, $AVGO & $MRVL in switching silicon, $CRDO & $ALAB in high-speed connectivity & $GLW, $CIEN, $NOK & $ANET across fiber & network infrastructure • 800VDC power reaches from power semiconductors with $STM, $ON, $NVTS, $POWI & $WOLF into power management with $MPWR, $ADI, $TXN & $VICR • Power infrastructure & cooling sit downstream with $VRT, $ETN & $GEV supplying electrical distribution, backup power & thermal systems needed as rack densities keep rising • Compute systems bring full rack together through $DELL, $HPE & $SMCI which integrate Nvidia compute, networking, memory & power into deployable AI systems

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• @wallstengine neutral 541 eng

  $AMZN announced a multibillion-dollar agreement with $GLW to supply optical fiber, cable, and connectivity solutions for Amazon’s U.S. data center infrastructure. The deal will create 1,000 advanced manufacturing jobs at Corning’s North Carolina facilities and support hundreds of construction jobs. Amazon says the agreement strengthens the U.S. fiber optics supply chain as AI data center demand expands.

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• @StockSavvyShay neutral 537 eng

  $AMZN announced a multibillion-dollar deal with $GLW to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling https://t.co/WRQUYTHW5q

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• @cevikfinance bullish 501 eng

  Böyle sert düşen günler sağlam şirketlere uzun vadeli eklemeler yapmak için harika fırsatlar. İşte bu sağlam şirketlere bazı örnekler: $MU $AMD $TSM $GEV $CRDO $ALAB $MRVL $ASML $AVGO $CEG $VST $ANET $VRT $TER $FIX $PWR $CLS $LLY $PLTR $NBIS $SOFI $HOOD $APP $COHR $RKLB $GLW $LRCX $BE $DELL Yatırım tavsiyesi değildir, her zaman kendi araştırmanızı yapınız!

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