TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$000660.KS · AI Stocks Crash Because They... Sold Out?
now playing · $000660.KS
$000660.KS···bullish· high· posejaaz
SK Hynix sells out HBM supply through 2027, stock crashes 25% on analyst miss
SK Hynix dedicated all fab capacity to high-margin HBM, selling out entire 2026-2027 supply. The 25% stock drop reflects only a $1.7B analyst revenue miss against 250% YoY revenue…
$000660.KS···bullish· high· posejaaz
SK Hynix sells out HBM supply yet crashes 25% on analyst target miss
SK Hynix dedicated all fab capacity to high-margin HBM, selling out entire 2026 supply and pre-selling 2027; the 25% drawdown stems from missing a Wall Street revenue target by $1…
$ASML···bullish· high· posejaaz
Market overreacts to Chinese DUV prototype: only 5-10 machines/year vs ASML's hundreds
A Chinese company announced a deep ultraviolet (DUV) lithography prototype, not EUV. They target only 5-10 machines per year versus ASML's hundreds. The market dumped Nvidia, AMD,…
$NVDA···bullish· high· posejaaz
Nvidia GPU spot prices 2x contracted rates; 84% gross margins signal insatiable demand
Hyperscalers' cheap GPU rental contracts expire year-end and will re-rate 2x higher; spot prices already reflect this, and even with Vera Rubin supply, demand from AI agents runni…
$NVDA···bullish· high· posejaaz
Nvidia sells $40K GPUs at 84% gross margins, primary beneficiary of hyperscaler capex
Nvidia's GPUs are the most critical component in AI infrastructure, selling at $40K with 84% gross margins. Hyperscalers (Google, Amazon, Meta) are spending $250B+ annually on AI…
$SNDK···neutral· lowejaaz
SanDisk crashes 50% after 2,200% yearly runup on HBM speculation
SanDisk stock surged 2,200% year-to-date on HBM exposure but dropped 50% in the recent selloff. The hosts characterize it as a 'meme coin' that pumped like one, suggesting the mov…
$MU···neutral· mediumejaaz
Micron dumps less than SK Hynix due to diversified DRAM revenue base
Micron produces both HBM and commodity DRAM for phones/PCs, so it has not sold out of capacity like SK Hynix. It has dumped less in the selloff but also hasn't achieved SK Hynix's…
$CXMTneutral· mediumjosh kale
CXMT IPOs up 466% in China, reaches Micron's market cap in one day
China's #4 DRAM maker CXMT went from 1% to ~10% global market share in 4 years with state backing. Its IPO surged 466% in a day, making it China's most valuable listed company. Ho…
$688012.SS···neutral· mediumejaaz
CXMT IPO surges 466% but poses limited threat to incumbents due to China's memory starvation
CXMT became China's most valuable listed company after a 466% IPO pop, reaching ~10% DRAM share, but the market overreacts: China is starved of Western HBM/DRAM due to export cont…
$ASML···bullish· highejaaz
Chinese DUV prototype (5 units/year) is a nothing burger; ASML EUV moat intact
China's announced DUV replication is a prototype targeting 5-10 machines/year versus ASML's hundreds of EUV systems; the market dumped semis on the news but the technology gap rem…
$GOOGL···bullish· mediumejaaz
Google turns negative free cash flow for first time since IPO to fund $250B+ AI capex
Google's first negative FCF quarter in 21 years reflects aggressive AI infrastructure spending alongside Amazon and Meta; hyperscalers only deploy at this scale because they see i…
$GOOGL···bullish· mediumejaaz
Google goes negative cash flow for first time in 21 years to fund AI capex
Google reported first negative quarterly cash flow since IPO 21 years ago due to massive AI infrastructure spending, but is doubling down because it sees immediate revenue returns…
$AMZN···bullish· mediumejaaz
Andy Jassy confirms AI investments pay back in 6 months, driving continued capex acceleration
Amazon's CEO explicitly stated AI infrastructure spend generates revenue almost immediately or within a 6-month lag, validating the hyperscaler capex loop and supporting sustained…
$AMZN···bullish· mediumejaaz
Andy Jassy: AI investments pay back in 6 months, justifying massive capex
Amazon CEO Andy Jassy stated on earnings that AI investments generate revenue almost immediately or with a 6-month delay, making continued compounding investment rational. This co…