Intel's data-center and foundry growth could outlast its PC-driven weak guidance. Data-center revenue rose 78% to $7.3bn and foundry revenue rose 58%, but PCs still account for about half the business and management expects their slowdown through at least the first half of next year. Q4 revenue and margin guidance disappointed, and $0.17 of quarterly EPS came from a mark-to-market gain. The selloff prices in the PC problem, not the turnaround. Overweight; $130 target. x.com x.com
Tesla's Cybercab network could eventually become largely self-running because Optimus may build and service cars while the cars drive and charge themselves. Texas registrations now show 544 Cybercabs versus 507 Model Ys; Tesla added 737 robotaxis since September 1 versus Waymo's 471. Cybercab is designed for wireless charging, though people still clean the cars. Musk says Optimus and Cybercab will account for most of Tesla's value. x.com x.com
Italy's support could improve Tesla's chances of EU approval for FSD Supervised. Transport minister Matteo Salvini said Italy supports swift approval; as a major EU country, its backing could help ahead of the committee vote expected in December. x.com
Enterprise and neocloud demand is creating a second wave of AI infrastructure spending, with tailwinds for Nvidia and Super Micro. Dell forecasts 200 GW of AI data center growth through 2030, half driven by these customers, and estimates a $1 trillion AI infrastructure opportunity over the next four years. AI servers could enter a new growth phase in 2027, with higher shipment volumes and more revenue per deployment. x.com
Samsung Electronics and SK hynix can invest heavily and still generate free cash flow that makes memory stocks look strikingly cheap. In 2027, they will spend $150B combined on capex yet generate $500-600B of free cash flow, against just $1.8T of combined enterprise value, or less than 3.5x 2027 FCF. Long memory. x.com
Micron's ordinary memory could see tighter supply because HBM consumes far more factory capacity than conventional DRAM. Meeting AI demand could thus extend Micron's opportunity beyond AI memory. x.com
Low PEG ratios and continuing AI demand make leading AI stocks attractive after rolling corrections. Nvidia is at 0.39x PEG, Amazon 0.64x, Broadcom 0.66x, Micron 0.73x, Oracle 0.59x and TSMC 0.41x. This usually signals at least a local bottom, possibly a major one; midterm-year seasonality helps into year-end. Nvidia, Broadcom and Amazon remain favorites; Micron and TSMC look buyable on dips. Low PEG can mislead if growth slows or estimates are wrong. x.com
SK hynix's enforceable long-term supply commitments add visibility to memory profits. It says DRAM and HBM volumes through 2029 are effectively sold out, with agreements covering over half of 2027-28 capacity while retaining pricing flexibility. Operating profit beat expectations at $62.8B versus about $58B, and SK hynix announced $75B in 2026 shareholder returns. It expects the memory shortage to persist through 2030. x.com
AI skepticism leaves Nvidia, Broadcom and Micron looking cheap on forward earnings. Their forward P/E ratios are 14, 18 and 5, respectively; the market may eventually stop doubting AI. x.com
Tesla's Cybercab may command a premium because it offers a much better ride. It seems to earn over $3 per mile, making Tesla a cash generator for now, though that pricing may not last. Q4 robotaxi miles already appear above Q3 with less than a third of the quarter elapsed; paid miles are tracking for over 3x quarterly growth. Grok roughly estimates Tesla's robotaxi annual revenue run rate at $100-150M versus Waymo's $390-500M; Tesla is on pace to overtake Waymo within months. x.com x.com x.com … Show more