TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.
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TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billon.
For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion.
$NVDA $AMD $AVGO $AAPL
Reasoning: Fundamentals · Medium term
$NVDA Candlestick almost ENTIRELY outside the lower Bollinger Bands. Worth a bounce try here into Friday.
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$NVDA Candlestick almost ENTIRELY outside the lower Bollinger Bands…
Worth a bounce try here into Friday.
Reasoning: Technicals · Short term
$NVDA Jensen on if AI revenues are enough to justify CAPEX: "Compute spend is only going higher. Nvidia has many different partners we work with. Honestly, we are putting too much emphasis with one or two companies. They will be great, but so will many others."
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$NVDA
JENSEN ON IF AI REVENUES ARE ENOUGH TO JUSTIFY CAPEX:
"Compute spend is only going higher. Nvidia has many different partners we work with. Honestly, we are putting too much emphasis with one or two companies. They will be great, but so will many others."
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Reasoning: Fundamentals · Medium term
@MrZackMorris: single stock options flow through Wednesday: $MU $528M (60% calls), $NVDA $721M (54% calls), $TSLA $584M with call share slipping to 43%, $META $421M, $AMD $300M.
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5/ Single-stock flow (thru Wed): $MU $528M notable (60% calls). $NVDA $721M (54% calls). $TSLA $584M — call share slipped to 43% Wed. $META $421M | $AMD $300M. Not financial advice. Trade your plan.
Reasoning: Sentiment
@StockSavvyShay: $CBRS CEO Andrew Feldman says its OpenAI deployment at ~800 tokens per second was so successful OpenAI wanted more, but Cerebras lacked capacity, so OpenAI went with $NVDA; Cerebras is constrained by data center buildout, not demand or chip performance.
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$CBRS CEO Andrew Feldman says its OpenAI deployment was so successful at ~800 tokens per second that OpenAI wanted to expand much further but “we just didn’t have the capacity for them.”
Thats why OpenAI went with $NVDA for its next rollout showing Cerebras isn’t being held back by demand or chip performance but by how quickly it can bring more data centers. https://x.com/firesidealpha/status/2110596886499565691/video/1
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Reasoning: Fundamentals · Medium term
(Quoted) Watch $MU and $NVDA; together Micron and Nvidia are expected to contribute 9.8 percentage points or 36% of the S&P 500's projected 27.2% Q3 earnings growth.
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The big boys and the rest:
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Reasoning: Fundamentals · Medium term Specific
No-stance mentions (34)
Scott Redler’s #630club live premarket stock market update mentioning $NVDA $MU $SPCX $SNDK.
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⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1NGaroNdPydJj
Reasoning: Not tagged by analyst
Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts, $NVDA 227.5C ~$25M, $TSLA 375C ~$18M, $META puts stacked at 760/770 (~$28M), $AMZN 267.5P ~$10M. Not financial advice.
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5/ Single-stock flow:
$MU 950C ~$38M + heavy 1DTE puts
$NVDA 227.5C ~$25M
$TSLA 375C ~$18M
$META puts stacked at 760/770 (~$28M)
$AMZN 267.5P ~$10M
Not financial advice. Trade your plan.
Reasoning: Not tagged by analyst Specific
@RedDogT3 (Scott Redler) promotes his #630club live premarket stock market update broadcast, covering $NVDA, $MU, $SPCX and $SNDK.
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⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1OxwbnMwgOgJB
Reasoning: Not tagged by analyst
@aleabitoreddit: Largan's chairman said MicroLEDs are unlikely to become viable for AI data center buildouts. $AMD, $NVDA and the industry are racing to procure CW laser supply this year; EML was last year's focus with $LITE and $COHR.
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Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts
As for what's up and coming... Feels like $AMD, $NVDA, and everyone in the industry is clearly going out of their way to procure CW laser supply this year.
EML was the market's focus last year with $LITE / $COHR (and still partially is).
But future architectures with microleds was something to keep watch for 2028 onwards...
Since $CRDO was pretty focused on it with their acqusition of Hyperlume, $AMS Osram was a popular name (working with Credo too), hyperscalers like $MSFT were developing in the space too.
Largan is also a $TSM COUPE supply chain player that does FAU like Foci/microlens/passive components, so they're more impartial.
But yeah... was a surprise to see Largan Chairman citing concerns over "power consumption, size, and transmission efficiency" for microled commercialization and said it's unlikely to become viable. (source: Digitimes)
TLDR:
-> MicroLED as a technology unlikely to become viable from Largan Chairman
-> If it turns out correct, indirectly positive for lasers like VCSEL, then CW/SiPH since there's some overlap for CPO scale up applications
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Reasoning: Fundamentals
@TrungTPhan jokes that Jensen Huang's YouTube algorithm is AI, geopolitics, otters, pandas and fried rice videos.
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Jensen’s YouTube algorithm is AI, geopolitics, otters, pandas and fried rice cooking videos
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Reasoning: Not tagged by analyst
@firstadopter shares Nvidia's list of approved power supply vendors.
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Nvidia approved vendors for power supplies
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Reasoning: Not tagged by analyst
@firstadopter shares Nvidia's 800 VDC power roadmap with timelines.
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Nvidia 800 VDC roadmap with timelines
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Reasoning: Not tagged by analyst
@firstadopter says everyone at the Nvidia VDC presentation is screenshotting every slide.
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Everyone here is screenshotting every slide. I feel peer pressure
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Reasoning: Not tagged by analyst
@firstadopter shares Nvidia VDC power options.
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Nvidia VDC options
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Reasoning: Not tagged by analyst
@firstadopter says he cannot get closer for better photos of Nvidia's 800 VDC display.
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I can’t even get closer for better photos
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Reasoning: Not tagged by analyst
@firstadopter shares Nvidia 800 VDC.
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Nvidia 800 VDC
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Reasoning: Not tagged by analyst
(Reposted by 
@Mr_Derivatives) D@digitalocean asks who gets to shape the future of AI and announces bringing together voices in open models, data, and agents for the Open Intelligence Summit co-hosted with N@nvidia. Live sessions starting at 1 PM PT.
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Who gets to shape the future of AI?
Today we're bringing together some of the biggest voices in open models, data, and agents to answer that question, including R@rbren_dev of O@OpenHandsDev, Z@zlxi02 of I@inferact, G@GerryFPatia of B@boltdotnew, V@vinaygo of A@Amplitude_HQ and L@latkins of A@arcee_ai.
The Open Intelligence Summit, co-hosted with N@nvidia.
Watch live, starting at 1 PM PT:
Keynote: http://youtube.com/live/IhWSgZlVizQ
Build: http://youtube.com/live/eN0TqmeBNhw
Serve: http://youtube.com/live/fkT-MhcAm-4
Run: http://youtube.com/live/QMrY1xZ-xGg
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Reasoning: Not tagged by analyst
(Reposted by 
@ripster47) 
@TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
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Tenet Market Wake-Up Summary 📷📷 October.13.26
$SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native
@ripster47 | 
@tenet_research | 
@TenetCharts
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Reasoning: Not tagged by analyst
@RedDogT3 announces a live premarket stock market update covering $NVDA, $MU, $SPCX and $SNDK. No new market view.
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⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ Free VIP List Newsletter: https://www.t3live.com/rd *** $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1nxnRBkEaQjxO
Reasoning: Not tagged by analyst
@Beth_Kindig notes Microsoft $MSFT says its new custom accelerator, Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft claims it delivers 40% more tokens per megawatt than leading GPU-based systems, a point relevant to $NVDA, $AMD, $AVGO and $MRVL.
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Microsoft $MSFT announced that its new custom accelerator, the Maia 300, will scale to multi-gigawatt deployments starting in 2027.
Microsoft says the new chip will 40% more tokens per megawatt compared to leading GPU-based systems.
$NVDA $AMD $AVGO $MRVL
Reasoning: Catalyst Specific
@Beth_Kindig reports TSMC $TSM September revenue of NT$511.9 billion, up 54.6% YoY, bringing Q3 revenue to NT$1.49 trillion ($46.7 billion), up 51% YoY. She also tags $NVDA, $AMD and $AVGO.
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TSMC $TSM reported September revenue of NT$511.9 billion, up 54.6% YoY, bringing Q3 revenue to NT$1.49 trillion ($46.7 billion), up 51% YoY.
$NVDA $AMD $AVGO
Reasoning: Fundamentals
@michaelsikand has arrived at the Open Compute Project 2026 conference with 
@KawzInvests, where companies like $AMD, $MSFT, $NVDA, $CRDO and $LITE show how they are building next-generation data centers. No new market view.
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Just arrived at O@OpenComputePrj 2026 with @KawzInvests.
This is where companies like $AMD, $MSFT, $NVDA, $CRDO, and $LITE show off how they're building the next generation of data centers.
Huge thanks to the OCP team for the credentials in a sold out show.
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Reasoning: Not tagged by analyst
@StockSavvyShay notes Visionbay unveiled K-1, an 800V DC AI factory built for $NVDA Vera Rubin, with $VRT supplying the power and cooling infrastructure. As Rubin racks push toward 250 kW, they argue power and cooling must scale too, and Vertiv is already being designed into next-gen AI factories.
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Visionbay just unveiled K-1 which is an 800V DC AI factory built for $NVDA Vera Rubin with $VRT supplying the power and cooling infrastructure.
As Rubin racks continue to push toward 250 kW then power delivery and cooling have to scale with them and Vertiv is already being built into the designs that could shape next generation of AI factories.
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Reasoning: Catalyst · Medium term
@RedDogT3 announces Scott Redler’s #630club live premarket stock market update covering $NVDA, $MU, $SPCX and $SNDK. No specific market view or analysis is shared in the post.
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⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1yJAPwDkBBOGb
Reasoning: Not tagged by analyst
Stock Market Analysis for Week Ending 10/9/26
$SPY $QQQ $IWM $SMH $XBI $MU $NVDA $XLF $TLT #Bitcoin $ALAB $NKE $MAGS
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Reasoning: Not tagged by analyst Specific
Get my next updates on $SPCX $NVDA $SNDK $TSLA and more on Monday:
https://t3live.com/rd (free trading newsletter)
Reasoning: Not tagged by analyst
（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
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Reasoning: Not tagged by analyst
Mostly green arrows as rates come off highs and oil pulls back a bit. $SPX is still choppy after the move to 7844, with 7731 now the key short-term level to trade against. Above that keeps things steadier; below it, stay more tactical with less size.
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Reasoning: Technicals Specific
$NBIS earned $NVDA Exemplar Cloud validation for HGX B300 training after posting the fastest single node results in two MLPerf benchmarks.
HGX B300 performed within ~11% of GB300 NVL72 on those workloads giving Nebius more flexibility to deploy high performance compute without relying entirely on rack scale systems.
That is how Nebius moves toward delivering better performance and infrastructure efficiency for AI customers.
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Reasoning: Fundamentals · Medium term Specific
⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1qGvveaQLWeGB
Reasoning: Not tagged by analyst
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment.
2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures.
3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
Reasoning: Not tagged by analyst Specific
沒有文字，引用 FinanceLancelot：特朗普頒發國家科學獎章與科技創新獎章給 Sergey Brin（$GOOG）、Jensen Huang（$NVDA）、Elon Musk（$SPCX）、Lisa Su（$AMD）、Michael Dell（$DELL）、Satya Nadella（$MSFT）。
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Reasoning: Not tagged by analyst
It took me 6 months to build $60M AUM.
C@CorgiInvest just mogged that in under a week with their MANGOS ETF $MN 🥭
This concentrated ETF seeks to give investors OpenAI and Anthropic exposure alongside $META, $NVDA, $GOOG, $SPCX
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Reasoning: Not tagged by analyst Specific
Recursive self improvement for your trading.
Sidekick writes the rules, tests multiple ideas, refines the strongest, and backtests again.
Every version is yours. Every rule is visible.
$TSLA $NVDA $SPCX
https://trendspider.cc/StrategyBuilder
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Reasoning: Not tagged by analyst
Michael Dell looks like the proud father of a relationship he stands to profit from.
$SPCX 🤝 $NVDA
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Reasoning: Not tagged by analyst
HOLY FUCK MATT CHANG DID IT AGAIN GO FOLLOW THIS FUCKER RIGHT NOW HE IS AMONG FEW
Reasoning: Not tagged by analyst Specific
$NVDA hmm
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Reasoning: Not tagged by analyst
Horizon 1 already earned $NVDA Exemplar Cloud status proving $IREN can run GB300 NVL72 at production scale.
Now the focus is repeating that across another ~150 MW for $MSFT in Q4 which makes the ramp feel much more proven.
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Reasoning: Fundamentals · Medium term Specific
Mostly red arrows as rates continue higher and oil stays elevated. $SPX recently hit 7844, but the tape feels tired under the surface. Key support is 7763–7727ish; if that area holds, momentum can stay intact. If it breaks, the tape can get sloppy fast.
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Reasoning: Technicals Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@amitisinvesting
@KobeissiLetter
@alphatrends
@JensenHuang
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