$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
$CAT +0.9%
$NVDA +2.7%
$SPY +11.7%
$CAT +0.9%
$NVDA +2.7%
$SPY +11.7%
“.. Continued semis pressure as a result of the view that by 2028 we won't have enough Data Center shells (land, power, shell)...and...therefore, we will likely have too many semiconductors and not enough 'datacenter shells' for them to go into.”
#$NVDA
“.. Continued semis pressure as a result of the view that by 2028 we won't have enough Data Center shells (land, power, shell)...and...therefore, we will likely have too many semiconductors and not enough 'datacenter shells' for them to go into.”
#$NVDA
(and also nvda)
(and also nvda)
$AMD -13.9%
$MU -12.2%
$DELL -11.7%
$ARM -11.6%
$LRCX -11.5%
$SKHY -11.3%
$MRVL -11.2%
$AMAT -9.6%
$TSLA -9.5%
$CRWD -9.5%
$SPCX -9.0%
$KLAC -8.8%
$PLTR -8.7%
$SHOP -8.7%
$INTC -8.1%
$ANET -8.1%
$PANW -8.0%
$TSM -7.8%
$GEV -7.3%
$ASML -7.1%
$NVDA -6.6%
$AMD -13.9%
$MU -12.2%
$DELL -11.7%
$ARM -11.6%
$LRCX -11.5%
$SKHY -11.3%
$MRVL -11.2%
$AMAT -9.6%
$TSLA -9.5%
$CRWD -9.5%
$SPCX -9.0%
$KLAC -8.8%
$PLTR -8.7%
$SHOP -8.7%
$INTC -8.1%
$ANET -8.1%
$PANW -8.0%
$TSM -7.8%
$GEV -7.3%
$ASML -7.1%
$NVDA -6.6%