Foxconn, Nvidia's AI server maker, should outperform as AI demand keeps growing. On September 5, 2026, Foxconn said third-quarter operations should gain momentum as ICT products enter their second-half peak season, that visibility has improved from the prior month and that overall performance is expected to beat market expectations. x.com 

Nvidia's capacity commitments argue against AI orders drying up soon. Its filings show mostly memory and manufacturing commitments rising from $119 billion to $279 billion in one quarter, with about $175 billion covering 2027-28. Fewer new data-center projects could reflect power, land and building bottlenecks rather than weaker demand; a mid-teens multiple still reflects a fair worry that profits may not last. x.com 

Chinese demand for export-compliant inference compute exceeds planned supply, favoring Nvidia, TSMC, Micron and SK hynix. Reuters reports that ByteDance, Alibaba and Tencent ordered over 3 million Nvidia RTX PRO 5500 cards worth more than $35 billion; total Chinese orders exceed 6 million against an indicated global 2027 production limit of 3 million. One Reuters source says Nvidia warned partners they might receive only 5-10% of requested quantities. Nvidia and TSMC are practically sold out. … Show more

Photonics and co-packaged optics stocks including Sivers, Lightwave Logic, Almae, Applied Optoelectronics, Aehr, LPKF, Lumentum, Coherent and Soitec benefit as the CPO buildout moves faster than expected. Per @ren_stocks, citing Taiwan's Economic Daily, Foxconn has shipped all-optical CPO switch cabinets to Nvidia early and raised 2026 volume from 10,000 to more than 50,000 units. Its packaging arm Shunsin is expanding a Vietnam plant to 4.5 million units of annual capacity by December 2026. … Show more

Nvidia's shares remain pressured because neoclouds have yet to show demand revenue can cover debt service even at higher rates. CoreWeave and Nebius are dragging the shares, though that concern is being priced in and digested. Reuters reports ByteDance, Alibaba and Tencent ordered $35B in Nvidia chips; Elon Musk says SpaceX is on track to bring roughly 200,000 GB300 GPUs online per month through end-2026. Nvidia made a higher low, and the next higher-high target is $256. x.com  x.com  x.com  x.com 

Nvidia's co-investment supports Samsung Electro-Mechanics' substrate expansion because it expects capacity to be tight when it needs supply. Samsung Electro-Mechanics says dedicated compute and switch substrate supply to Nvidia starts this year, with double-digit annual volume growth; by 2028 Nvidia orders should take a substantial share of its package-substrate capacity. Global customers fund part of its 6.78 trillion won expansion, but new Sejong output starts in September 2028. x.com 

Nvidia's beat and raise supports continued growth despite supply constraints. Q2 EPS was $2.22 versus $2.08 expected on revenue of $96.2B versus $91.9B, and Q3 guidance of $108B tops the $105.16B estimate while assuming no China data-center compute revenue. Nvidia says it can grow 70% in FY2028 even with supply constraints, and AWS and Nvidia plan to deploy 2 million more GPUs in 2027-2028. Higher memory prices will compress gross margin, guided to 74%, next quarter. x.com  x.com  x.com  x.com  … Show more

Nvidia's higher token output per watt could win it share as access to power becomes a bigger constraint, according to Nvidia. The market expects further share losses to ASICs, helping explain its 15x calendar-2027 P/E; a small sentiment shift could expand the multiple. Nvidia remains especially attractive paired with shorts in semiconductors and should outperform the sector through its November 19 earnings. x.com 

Corning's optical connectivity business is set to grow after Nvidia pushed it to expand that manufacturing capacity tenfold, while funds flow back into beaten-down quality names. Per @Venu_7_, optical sales rose 32% to $2.07 billion, EPS is expected to more than triple by 2028, and AI deals with Nvidia, Meta and Amazon back it. The chart retested its 200-day average with an Adam-and-Eve bottom and is breaking a small downtrend line. x.com 

Intel is becoming a national AI infrastructure crown jewel, and $1T is only a start if it executes. Apple's preliminary deal to build chips on 18A-P, Google's reported 3M+ TPU orders through 2028 and its role as primary foundry for Elon Musk's TerraFab support that, alongside government and Nvidia stakes. EMIB-T packaging is its trump card: it can package chiplets built on anyone's silicon, including TSMC's, easing CoWoS constraints. If 18A misses, the foundry re-rating would take longer. x.com  … Show more