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3 weeks ago | [YT] | 0

WealthWise

Lumentum shares rose over 2% after Mizuho initiated coverage with an Outperform rating, highlighting the accelerating AI optical revolution.

“AI [data center] bandwidth rising 4-8x from 400/800G to 1.6/3.2T accelerates shift to Optics, with LITE leading,” analyst Vijay Rakesh wrote in a note to clients.

“Higher AI server bandwidth is critical to GenAI performance scaling, and moving from 400G to 800G/1.6T/3.2T requires Optical Indium Phosphide wideband lasers as Copper hits reach and power limits. LITE leads in Optical InP electro-absorption modulated lasers with [more than] 50% share. CSPs are ramping optical lasers as industry moves to 800G (100G/lane), with 1.6T (200G/lane) expected by 2026E; the transition could lift LITE's Laser revenue from ~$1B in F25 to $2.2B by F28E (54% of rev).”

Rakesh, who also put a $290 price target on Lumentum, said the roadmap for optical is accelerating, aided by Google ramping up its deployment, and Nvidia moving to its next-generation Rubin platform.

“We see key hyperscaler moving to Optical to drive bandwidth, a KEY tailwind for LITE with hyperscalers GOOGL-AMZN & MSFT beginning OCS ramps for Scale-Out/Up interconnect solutions, adding $100M/quarter in F27E with FURTHER upside as additional GPU/ASIC/Neoclouds adopt; and AI leader NVDA ramping Optical CPO using LITE's InP lasers for SpectrumX (2H25) and QuantumX (2H26) at $50M/qtr in F26E and ramping,” Rakesh added.

#LITE #LITEStock #Lumentum #LITENews #LITEStockNews #LumentumStock #LumentumNews #LumentumStockNews #AIOptics #OpticalNetworking #DataCenters #SpectrumX #QuantumX #Semiconductors #TechStocks #MarketNews #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$LITE

3 weeks ago | [YT] | 0

WealthWise

A very timely article, I wrote a couple of months ago:

wealthwisedca.substack.com/p/the-entire-ai-supply-…

PS: I am still bullish on AI

#AI #AISupplyChain #CEG #GEV #BWXt #ETN #VRT #TT #NVDA #AMD #AVGO #MRVL #GOOGL #ARM #SNPS #CDNS #MPWR #MU #TSM #COHR #LITE #ANET #MSFT #AMZN #EQIX #SNOW #MDB #PLTR #TEM

4 weeks ago | [YT] | 0

WealthWise

Goldman Sachs estimates global central bank gold purchases surged to 64 tons in September, tripling August’s 21-ton total.

China alone added 15 tons to its reserves.

Analysts said central banks likely bought heavily again in November and continue to view elevated gold accumulation “as a multi-year trend, as central banks diversify their reserves to hedge geopolitical and financial risks.”

Goldman maintains its forecast of 80 tons per month in Q4 and reiterates its year-end 2026 gold price target of $4,900/oz, with potential upside if private investors keep diversifying.

Central bank buying, particularly from China, has been a key driver for gold's massive rally over the past three years, with prices reaching all-time highs above $4,380/oz in October before pulling back in recent weeks, although the metal is still up 55% YTD.

Gold slipped for a third straight session Monday amid a broader market selloff that marked the Dow’s worst three-day stretch since President Trump's tariff turmoil in April.

#GLD #KGC #AEM #TLT #KGCStock #AEMStock #KGCNews #AEMNews #KGCStockNews #AEMStockNews #Gold #GoldMarket #CentralBanks #ChinaEconomy #Commodities #GlobalMarkets #Investing #SafeHaven #GoldPrices #EconomicTrends #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$GLD $KGC $AEM $TLT

4 weeks ago | [YT] | 0

WealthWise

Jeff Bezos is launching a new AI startup called Project Prometheus, which will begin with $6.2B in funding, partly from Bezos himself, The New York Times reported.

Bezos will serve as co–chief executive alongside co-founder Vik Bajaj, a physicist and chemist who previously worked with Sergey Brin at Google X, “The Moonshot Factory,” and helped found Verily in 2015.

Project Prometheus will develop AI technologies aligned with Bezos’ interest in taking people to outer space.

The company is focusing on AI that can support engineering and manufacturing across fields such as aerospace, computers, and automobiles.

The company aims to build AI models that learn in more complex ways than chatbots do.

The startup joins a growing group of firms applying AI to physical tasks, including robotics, drug design, and scientific research.

#JeffBezos #ProjectPrometheus #AIStartup #ArtificialIntelligence #Space #SpaceNews #Aerospace #EngineeringAI #TechInnovation #Robotics #TechNews #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews

4 weeks ago | [YT] | 0

WealthWise

Dell Technologies announced deeper integration of Nvidia technology to boost enterprise AI and high-performance computing.

Dell introduced the PowerEdge XE8712, which supports up to 144 Nvidia Blackwell GPUs per Dell IR7000 rack, with availability in December.

Dell will also offer Enterprise SONiC Distribution and SmartFabric Manager with support for Nvidia’s Spectrum-X in the first half of 2026.

The Dell AI Factory with NVIDIA now includes solutions using PowerEdge XE7740/XE7745 servers equipped with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and NVIDIA Hopper GPUs.

Dell is further expanding its Automation Platform and storage engines through Nvidia-based solutions.

#DELL #NVDA #Nvidia #DELLStock #DELLNews #DELLStockNews #NVDAStock #NVDANews #NVDAStockNews #NvidiaStock #NvidiaNews #NvidiaStockNews #DellPowerEdgeXE8712 ##DellPowerEdge #PowerEdgeXE8712 #DellIR7000 #AIComputing #EnterpriseAI #Blackwell #Hopper #DataCenter #TechNews #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$DELL $NVDA

4 weeks ago | [YT] | 0

WealthWise

XPeng projected Q4 deliveries of up to 132,000 units as it targets breakeven in Q4 2025.

CEO He Xiaopeng reported record Q3 results, including 116,007 deliveries, up 149% year-over-year, and noted that the new P7 “quickly became one of the top 3 BEV sedans priced between RMB 200,000 to RMB 300,000,” helping monthly deliveries exceed 40,000 since September.

Gross margin surpassed 20% for the first time, and net losses narrowed.

He emphasized advancements in physical AI, targeting mass production of VLA 2.0, a Robotaxi model, and a humanoid robot in 2026.

Presales for the XPeng X9 Super Extended-Range EV are nearly triple those of the previous X9, with launch and deliveries scheduled for November 20, and He expects to reach a new delivery record in December.

XPeng is accelerating global expansion, with overseas deliveries above 5,000 units in September, localized production beginning in Austria and Indonesia, and 56 new overseas stores, now serving 52 markets.

During Q&A, JPMorgan’s Y.C. Lai asked about the humanoid robot roadmap, CEO He noted entry into “the 1.0 stage of our new generation of mass-produced models next month” with commercial deployment in 2026.

BofA’s Ming-Hsun Lee asked about Robotaxi timing; He confirmed three Robotaxi models launching in 2026, leveraging fully shared L4 capability.

Goldman Sachs’ Tina Hou asked about new business revenue, and Gui Hongdi said there is no numerical guidance, but XPeng expects volume-scale production of flying cars, humanoid robots, and Robotaxi within 12 months.

#XPEV #XPeng #XPEVStock #XPEVNews #XPEVStockNews #XPengStock #XPengNews #XPengStockNews #EVs #ElectricVehicles #Robotaxi #HumanoidRobots #PhysicalAI #AutonomousDriving #AutomotiveTech #EVMarket #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$XPEV

4 weeks ago | [YT] | 0

WealthWise

Samsung has sharply raised memory chip prices amid a severe supply shortage, according to a report citing Fusion Worldwide president Tobey Gonnerman.

Contract prices for 32GB DDR5 modules jumped to $239 in November from $149 in September. The company also increased prices for 16GB DDR5 and 128GB DDR5 chips by about 50%, to $135 and $1,194, respectively. Prices for 64GB DDR5 and 96GB DDR5 rose by over 30%, Gonnerman said.

A second source briefed by Samsung confirmed the price hikes.

Industry executives and analysts said the shortage is so severe it has triggered panic buying among some customers.

#SSNLF #Samsung #SSNLFStock #SSNLFNews #SSNLFStockNews #SamsungStock #SamsungNews #SamsungStockNews #MemoryChips #DDR5 #Semiconductors #ChipShortage #TechNews #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$SSNLF

4 weeks ago | [YT] | 0

WealthWise

First Solar announced plans to build a new $330 million manufacturing facility in Gaffney, South Carolina, where it will onshore final production processes for its Series 6 Plus modules.

Commercial operations are slated for H2 2026.

The plant will add 3.7 GW of capacity, bringing First Solar’s total annual nameplate capacity to 17.7 GW in 2027.

The new facility expands the company’s presence in South Carolina, complementing its Spartanburg County distribution center and its partnership with Inland Port Greer.

First Solar said the onshored processes will allow thin-film cells produced internationally to be transformed into fully completed modules in the U.S.

The Gaffney facility will join three vertically integrated plants in Ohio, and one each in Alabama and Louisiana, plus R&D centers in Ohio and California.

Since 2019, First Solar said it will have invested ~$4.5 billion in U.S. manufacturing and R&D infrastructure.

#FSLR #FSLRStock #FirstSolar #FSLRNews #FSLRStockNews #FirstSolarStock #FirstSolarNews #FirstSolarStockNews #SolarEnergy #Renewables #CleanEnergy #Manufacturing #SouthCarolina #EnergyTransition #USInfrastructure #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$FSLR

4 weeks ago | [YT] | 0

WealthWise

J.P. Morgan upgraded MP Materials to Overweight from Equal Weight with a $74 price target, citing persistent national security concerns around rare earths despite China’s reported one-year pause on export restrictions.

Analyst Bill Peterson said MP’s mine-to-magnet vertical integration positions it as the ex-China leader best equipped to address U.S. strategic needs, though he noted it will take “multiple players over many years” to fully resolve supply-chain risks.

Peterson highlighted limited downside risk due to MP’s landmark government agreement, calling the company “a national champion with one-of-a-kind vertical integration benefits.”

He also pointed to potential upside from “Upstream 60K, NdPr pricing above $110/kg, incremental midstream output, and preferential 10X commercial contracts,” while stressing that execution is critical and profitability likely remains capped until magnet production scales later this decade.

He said shares are attractive after recent pressure and that long-term investors “should take comfort in building a position in a government-backed company with unmatched earnings visibility where we see potential upside in the coming years.”

#MP #MPStock #MPMaterials #MPNews #MPStockNews #MPMaterialsStock #MPMaterialsNews #MPMaterialsStockNews #RareEarths #Mining #CriticalMinerals #NdPr #Stocks #Investing #MarketIntelligence #FinancialMarkets #Investors #WallStreet #Finance #StockMarketNews
$MP

4 weeks ago | [YT] | 0