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$TSM · TSMC's $100B CapEx increase signals multi-year AI demand visibility
now playing · $TSM
$PLTR···bullish· high· posmariana perez mora
BofA analyst reiterates buy on Palantir: US commercial AI demand operationalizing faster than expected
Palantir's US commercial business is uniquely positioned to operationalize AI demand with 150% year-to-date growth, expanding contract sizes, and legacy customers deepening usage.…
$PLTR···bullish· high· posmariana perez mora
BofA analyst sees Palantir growing into valuation on US commercial AI demand
US commercial revenue growing 150% year-to-date with expanding contract sizes; customers unable to operationalize AI themselves are locking in Palantir's ontology platform, drivin…
$GRAB···bullish· medium· pospeter hui
Grab CFO highlights resilient Southeast Asia demand and accelerating grocery delivery
Rides grew 28% YoY and on-demand GMV up 21% despite fuel price headwinds; GrabMart grocery transactions growing 54% and 1.7x faster than food delivery, showing early but strong co…
$AMD···bullish· medium· posceline wu
Lazard PM sees AMD benefiting from hyperscaler inference shift and sustained CapEx
Hyperscaler cloud revenue growth validates continued heavy AI spending; shift from training to inference workloads benefits AMD's CPU franchise as core driver of inference demand,…
$AMD···bullish· medium· posceline wu
Lazard PM sees AMD as key beneficiary of hyperscaler AI inference shift
Hyperscaler cloud revenue growth (50% combined for Microsoft, Amazon, Google) validates sustained AI capex. The shift from training to inference workloads benefits AMD's CPU franc…
$TSM···bullish· high· posceline wu
TSMC's $100B CapEx increase signals multi-year AI demand visibility
TSMC has the best visibility into customer demand as the world's largest foundry; its commitment to an additional $100B in CapEx alongside hyperscalers proves they see 2-5 year de…
$TSM···bullish· high· posceline wu
Lazard PM: TSMC's $100B capex commitment signals 2-5 year AI demand visibility
TSMC has the best visibility into AI chip demand as the leading foundry. Its $100B additional capex commitment with hyperscalers proves extended customer visibility 2-5 years out,…
$COATUE-MANAGEMENTbullish· mediumemma palmer
Coatue fund drops 8% in July on concentrated AI bet but Lafont maintains supercycle thesis
Philippe Lafont's long-held AI supercycle thesis remains intact despite July selloff hitting concentrated positions in TSMC, Nvidia, Lam Research, and Applied Materials. Fund stil…
$COATUE-MANAGEMENTbullish· highemma palmer
Coatue's concentrated AI bet suffers 8% July drop but Lafont maintains supercycle thesis
Philippe Lafont's fund remains convinced of a coming AI supercycle despite July's 8% decline driven by concentrated positions in TSM, NVDA, LRCX, and AMAT; the thesis has weathere…