$SONY 0.65 Rising Signal

Notable posts

• @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 bullish 811 eng

  Elon Musk says $SONY PlayStation and $MSFT Xbox consoles will soon plug directly into $TSLA vehicles. That fits directly with Cybercab where removing steering wheel turns the cabin into usable passenger time and makes entertainment part of the autonomy product itself. https://t.co/qJTbUuU6r0

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• @wallstengine neutral 136 eng

  $SONY AND TSMC PLAN $6.3B IMAGE SENSOR PLANT IN JAPAN The companies plan a 60/40 JV to mass-produce next-gen image sensors in Kumamoto starting in 2029. The plant is expected to supply Apple’s iPhone and later target physical AI applications in robotics and vehicles https://t.co/Er4Hm600G2

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• @wallstengine bullish 112 eng

  $SONY Q1 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: ¥2,837.8B (Est. ¥2,729.1B) 🟢; +8% YoY 🔹 Oper Income: ¥476.5B (Est. ¥331.3B) 🟢; +40% YoY 🔹 EPS (Dil.): ¥57.82 (Est. ¥44.69) 🟢; +35% YoY 🔹 Net Income: ¥342.2B (Est. ¥268.8B) 🟢; +32% YoY Raises FY26 Guide: 🔹 Sales: ¥12.5T; from ¥12.3T (Est. ¥12.7T) 🔴 🔹 Operating Income: ¥1.72T; from ¥1.6T; +19% YoY 🔹 Net Income: ¥1.21T; from ¥1.16T (Est. ¥1.23T) 🟡 🔸 Raise driven by G&NS; ¥ dividend planned at ¥35/yr, +¥10 YoY 🔸 July 28 Kumamoto earthquake impact NOT incorporated in forecast Segment Performance (Sales | OI): 🔹 Game & Network Services: ¥937.1B, flat | ¥202.0B; +37% — tariff refunds + FX, offset by next-gen platform investment 🔹 Music: ¥562.0B; +21% | ¥105.9B; +14% — Streaming: ¥237.1B; +21% 🔹 Pictures: ¥315.1B; -4% | ¥24.8B; +33% 🔹 ET&S: ¥543.9B; +2% | ¥42.6B; -1% 🔹 Imaging & Sensing: ¥512.7B; +26% | ¥122.2B; +125% Other Metrics: 🔹 G&NS Network Services: ¥208.6B; +21% | Hardware: ¥222.0B; -10% 🔹 PS5 Units: 1.6M 🔹 PSN MAU: 125M; +2% YoY

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• @wallstengine neutral 40 eng

  $SONY Semiconductor Solutions unveiled LYTIA 610, a 64MP stacked CMOS image sensor for mobile devices, with mass production shipments set for late June. It is the first mass-produced sensor with its RB2x2 On Chip Lens pixel structure. https://t.co/ot4GTyhhPv

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• @WOLF_Financial neutral 22 eng

  $SONY owned Playstation will no longer be selling physical copies of video games starting in 2028

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