After reports:
$NVDA - *NVIDIA JUMPS 7.1% AT THE OPEN, ADDING $359 BILLION IN VALUE
$NVDA - *NVIDIA JUMPS 7.1% AT THE OPEN, ADDING $359 BILLION IN VALUE
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ON setup
Think chips don't just compute—they need power and protection.
That’s what onsemi ($ON) does. They build the specialized chips that manage electrical power and handle sensory data safely and efficiently.
Their main buyers?
🚗 Automotive giants (managing EV power and safety cameras)
☁️ Cloud & AI data centers (handling massive server electricity loads cleanly)
⚡ Industrial & energy companies (solar power and heavy automation)
Essentially, if a machine needs to move high voltage efficiently or "see" its environment without wasting energy, onsemi provides the engine room chips to make it happen.
@Market
Think chips don't just compute—they need power and protection.
That’s what onsemi ($ON) does. They build the specialized chips that manage electrical power and handle sensory data safely and efficiently.
Their main buyers?
🚗 Automotive giants (managing EV power and safety cameras)
☁️ Cloud & AI data centers (handling massive server electricity loads cleanly)
⚡ Industrial & energy companies (solar power and heavy automation)
Essentially, if a machine needs to move high voltage efficiently or "see" its environment without wasting energy, onsemi provides the engine room chips to make it happen.
@Market
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WILLIAM BLAIR UPDATES SEPTEMBER CONVICTION LIST
William Blair refreshed its September Conviction List, adding nine stocks and removing eight.
ADDED: $AEHR, $APG, $ARHS, $BJRI, $BTSG, $CW, $JHX, $MP, $U
REMOVED: $CWST, $SCHW, $FIX, $FAST, $JKHY, $KRMN, $NB, $SLN
William Blair refreshed its September Conviction List, adding nine stocks and removing eight.
ADDED: $AEHR, $APG, $ARHS, $BJRI, $BTSG, $CW, $JHX, $MP, $U
REMOVED: $CWST, $SCHW, $FIX, $FAST, $JKHY, $KRMN, $NB, $SLN
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CEG
AI data centers need massive, 24/7 power to run.
That’s why Constellation Energy ($CEG)—the nation’s largest producer of carbon-free nuclear energy—has become a major player in the AI infrastructure boom.
Rather than relying on intermittent power, major tech giants and data center operators are locking down long-term contracts with CEG for reliable, clean baseload electricity.
Reliable energy is becoming the ultimate bottleneck for data center growth, turning utility providers into critical tech infrastructure assets. ⚡🔋
@Market
AI data centers need massive, 24/7 power to run.
That’s why Constellation Energy ($CEG)—the nation’s largest producer of carbon-free nuclear energy—has become a major player in the AI infrastructure boom.
Rather than relying on intermittent power, major tech giants and data center operators are locking down long-term contracts with CEG for reliable, clean baseload electricity.
Reliable energy is becoming the ultimate bottleneck for data center growth, turning utility providers into critical tech infrastructure assets. ⚡🔋
@Market
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Market
C - CitiGroup tight setup @Market
See the movement of the banks? Their stocks are still cheap
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Market
For the Tesla believers $TSLA @Market
our Tesla $TSLA setup came just on time !
Look at our beautiful entry
+15% so far.
CyberCab released
@Market
Look at our beautiful entry
+15% so far.
CyberCab released
@Market
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### 🇺🇸 The CHIPS Act Quantum Wave: $100M Grants & Gov Stakes
The U.S. government is going all-in on domestic quantum computing, locking down multi-million dollar investments across the sector. Here is how the big three announcements stack up:
* Rigetti Computing ($RGTI): Finalized a $100 million award under the CHIPS and Science Act to fast-track scalable superconducting quantum R&D and overcome hardware bottlenecks—with the U.S. government taking a minority, non-controlling equity stake in return.
* D-Wave Quantum ($QBTS): Secured up to $100 million in federal R&D funding to advance its hybrid quantum annealing and gate-model hardware, similarly partnering with the Department of Commerce alongside a U.S. government equity stake.
* Quantinuum ($QNT): Also landed a $100 million CHIPS Act award to build scalable, fault-tolerant integrated photonics engines via domestic manufacturing partnerships (like GlobalFoundries)—notably without the government taking an equity stake this time around.
The public-private race for quantum supremacy just got a massive federal tailwind. ⚛️💼
@Market
The U.S. government is going all-in on domestic quantum computing, locking down multi-million dollar investments across the sector. Here is how the big three announcements stack up:
* Rigetti Computing ($RGTI): Finalized a $100 million award under the CHIPS and Science Act to fast-track scalable superconducting quantum R&D and overcome hardware bottlenecks—with the U.S. government taking a minority, non-controlling equity stake in return.
* D-Wave Quantum ($QBTS): Secured up to $100 million in federal R&D funding to advance its hybrid quantum annealing and gate-model hardware, similarly partnering with the Department of Commerce alongside a U.S. government equity stake.
* Quantinuum ($QNT): Also landed a $100 million CHIPS Act award to build scalable, fault-tolerant integrated photonics engines via domestic manufacturing partnerships (like GlobalFoundries)—notably without the government taking an equity stake this time around.
The public-private race for quantum supremacy just got a massive federal tailwind. ⚛️💼
@Market
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