Nvidia Just Won the AI Lottery (Again)

🌞 Sunday Spotlight: Tech Titans & Silicon Frenzy

If you didn't check a screen this week, congrats - you missed Nvidia mooning (again), AMD throwing elbows, Apple trying to fix the Vision Pro's identity crisis, and OpenAI doing OpenAI things. The usual.

Meanwhile, TSMC quietly reminded us they're the most important company on Earth that no one outside of Taiwan can pronounce correctly.

This isn't just another tech week. It's another chapter in the AI-fueled, GPU-hoarding, capex-guzzling saga that's turning the entire market into one giant server farm. IPOs are creeping back, chip wars are escalating, and no one knows if any of this is actually sustainable - but the vibes? Immaculate.

Let's break down the week the market went full tech cult.

Nvidia woke up and chose violence

Nvidia (NVDA) kicked off the day up 3.1% after reports surfaced that Meta is doubling down on GPU orders for its in-house AI infrastructure. Street chatter suggests Meta's pivot away from dependency on third-party cloud could send even more money Jensen's way. The GPU king stays winning.

AMD said "don't forget me"

AMD (AMD) surged 3.9% at the open thanks to fresh benchmark leaks for its MI325X AI chips. Early tests show the new hardware delivering serious gains over Nvidia's previous-gen H100s. Is it enough to actually grab hyperscaler market share? Debatable. But the stock's partying like it is.

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Apple's headset is still a $3,500 niche toy

Apple's Vision Pro 2 isn't even officially announced yet, but multiple supply chain sources say Cupertino's already planning to drop the price. That's code for: "our first-gen sales sucked." The broader XR market still hasn't figured out how to justify a device that costs more than a mortgage payment.

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The Robotics Revolution has arrived… and one $7 stock could take off as a result.

Robots aren't coming to America in 2025. They are already here.

Forbes says this could be "a $24 trillion opportunity for investors."

Some of the biggest financial players are rushing to get in on this groundbreaking robot.

Including a $125 million dollar investment into one $7 stock that is critical to this project… To learn more about why all these people are investing in this robot, click here.

Databricks quietly filed for IPO

The hottest data unicorn of the last decade finally pulled the trigger. Databricks reportedly filed a confidential S-1, aiming for a Q3 debut. Market reaction? Mild. Either investors are burned out on cloud infrastructure plays, or the only tech IPOs anyone cares about now are AI or bust.

TSMC says demand is "bonkers"

TSMC execs just described 2nm chip demand as "bonkers" - particularly from Apple and Nvidia, who are basically camping outside the fabs with sleeping bags and purchase orders. As the sole supplier capable of next-gen logic nodes at scale, TSMC is now the most powerful company that still pretends to be boring.

📣 We want to hear from you!

Hit reply and tell us: is this tech rally genius or just a very expensive hallucination?

✌️ That's a wrap on this week's silicon soap opera. Rest up, recharge, and get ready - because come Monday, the market's back on its AI bullsh*t.

⚠️ WARNING: Market data is subject to rapid change. Verify current information before making trading decisions.

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