Le printemps s'en vient ! 🌱 C'est la saison des semis intérieur : espacepourlavie.ca/calendrier-de-semis-de-l...
#Québec #Horticulture #Semis
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Financial insights visualization: CPU pricing and supply tightness in x86 processors dominate the discussion: multiple tweets cite Nikkei Asia saying $INTC and $AMD raised CPU prices again in March, taking 2026 increases to about 10% to 15%, while lead times stretched from 1-2 weeks to as long as six months., Semiconductor stocks were a market focus: several tweets say semis were strong premarket or led trading, specifically citing $NVDA, $SMCI, and $INTC as premarket strength and noting the semiconductor index rose 1.28% on 2026-03-24.
Chip squeeze tightening: Nikkei says $INTC/$AMD raised CPU prices again in March; 2026 hikes now ~10%-15%, with lead times from 1-2 wks to as long as 6 mos.
Watch $AMD: $205.37 spot; support <200, resistance 214, breakout >227. $AMD $INTC #Semis
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Semiconductors, AI, Japan among the sub-sectors analysts and fund managers suggest targeting... but only if you have the risk appetite... #ETFs #Investmentrtusts #UKinvestors #Semis #Japan #AI #Tech #AGT $AGT
sharesify.com/etfs-that-co...
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Financial insights visualization: Arm is launching and selling its own chips for the first time, marking a shift from its long-standing licensing/IP model to direct silicon products; this is repeated across many tweets and attributed to Bloomberg/Reuters in several posts., The new product is positioned as a data-center CPU for agentic AI infrastructure, commonly referred to as the 'Arm AGI CPU' in multiple tweets tied to the March 24 Arm event.
ARM breakout narrative strengthens: Arm to sell its first data-center CPU, expanding beyond IP licensing. Meta is cited as lead partner for the March 24 “Arm Everywhere” launch. Watch $140 resistance; hold above keeps bulls in control. $ARM $META #Semis
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Les premiers bébés #tomate #tomates #basilic #semis il y a maintenant 4 tomates siciliennes au lieu de 3 et les tomates mémé de Beauce sont sorties #zone5b🫛🌱
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Financial insights visualization: Micron $MU Q2 earnings beat estimates decisively across revenue and adjusted EPS. Multiple tweets report adjusted revenue of $23.86B versus estimates around $19.74B-$19.97B and adjusted EPS of $12.20 versus estimates around $9.19-$9.21., Q3 guidance was the dominant upside surprise. Multiple tweets cite Micron guiding Q3 revenue to roughly $32.75B-$34.25B or midpoint $33.50B versus Street estimates around $23.66B-$24.29B, and adjusted EPS of $19.15 or range $18.75-$19.55 versus estimates around $11.70-$12.03.
$MU guide was the real upside shock: Q3 rev $33.5B vs ~$24B est, adj EPS $19.15 vs ~$11.8B est.
Q2 rev $23.86B, adj EPS $12.20, GM 74.9%; AI/HBM and memory pricing drove strength.
Watch 468-472 resistance; 434-444 support amid Fed/PPI volatility. $MU #semis
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Research visualization: explain how biden was restricting exports and how trump could do this now and the effect on markets and the economy
Trump withdrew Biden’s AI-chip export proposal on Mar. 13, but this is redesign, not deregulation. Biden’s draft tightened review at 200k+ chips; Trump reportedly shifts access toward allied-country projects amid a 25% chip tariff. Expect relief now, friction next. #AI #Semis #Trade
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Financial insights visualization: Marvell ($MRVL) Q4 FY26 earnings beat on revenue and (non-GAAP/adjusted) EPS (multiple tweets cite revenue about $2.219B/$2.22B vs ~$2.21B est and adj EPS $0.80 vs $0.79 est), Forward guidance surprise higher: Q1 FY27 revenue guide $2.4B +/-5% and non-GAAP/adj EPS $0.79 +/-$0.05 cited as above consensus (tweets cite consensus ~$2.28B revenue and $0.74 EPS; some cite LSEG/IBES $2.265B / $2.27B)
MRVL breaks out on AI DC upside: Q4 rev $2.22B & adj EPS $0.80 beat; DC rev $1.651B (74%). Q1 guide rev $2.4B±5% & adj EPS $0.79±$0.05 > cons. AH +6.9%–15%. Watch call/GM/opex. $MRVL #Semis #AI
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Ce mois de mars est particulierement chaud ☀️
Il est temps de réaliser les semis pour les plantes potagères de cet été. Mamahele vous guide ici sur les plantations à faire ce mois-ci :
mamahele.com/quelles-plan...
#jardinier #potager #semis #graines #semences
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Et c’est parti pour le #chaud #show intérieur ! Le #jardinier amorce la collection #printemps été 2026 #semis
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Financial insights visualization: South Korea equities surge portrayed as semiconductor/AI-concentration story: multiple tweets describe KOSPI as dominated by Samsung and SK Hynix/memory semis and 'walking talking concentration risk' (tweets 1, 3, 14, 25)., Late-cycle / blow-off-top framing in global ex-US indices: one tweet lists multiple indices (FTSE 100, TSX, KOSPI, OMXS30, FTSE MIB, TAIEX) as parabolic with 'blow-off top' characteristics and contrasts with US 'quietly consolidating' (tweet 4).
KOSPI near 6,000 = semis/AI beta + concentration risk. Samsung ~200,000 won; SK Hynix near 1,000,000 won; together ~half index. Reforms since Lee took office cited. Watch overbought/blow-off-top risk + EWY selling. #KOSPI $EWY #Semis
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Financial insights visualization: South Korea equities at/near record highs led by semiconductors/AI: KOSPI new all-time high and rally framed as semiconductor-driven, with Samsung Electronics and SK hynix cited as heavy index weights benefiting from AI/memory-chip demand (tweets 1, 9, 17)., Extreme concentration risk in KOSPI performance: claims that Samsung Electronics and SK hynix together are ~40% of the index and responsible for a large share of gains/profit growth (tweets 9, 18).
KOSPI at record highs on semis/AI, but breadth is thin. Samsung +70% YTD, SK hynix +62% YTD; ~40% index weight + ~50% of the rise. Exports: +47% YoY; semis +134% YoY. Watch 6,200 inflection/RSI ’87 extreme. $KOSPI $EWY #Semis
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Financial insights visualization: Nvidia earnings beat vs consensus (multiple tweets cite EPS and revenue beats): EPS $1.62 vs ~$1.50-$1.54 est and revenue ~$68B vs ~$65.9-$66.2B est (tweets 4, 10, 13, 16), Forward-looking AI demand/guidance and margins as the key swing factors: focus on margins, future guidance, and AI demand; concern about durability of AI-driven rally (tweet 3); explicit gross margin focus and whether ~75% can hold (tweets 5, 24)
NVDA beat & raised guide: EPS $1.62 vs $1.50-$1.54; rev ~$68.1B vs ~$65.9-$66.2B. Data Center $62.3B vs $60.36B; 1Q rev $76.44B-$79.56B vs $72.78B. Watch ~75% GM & AI demand. $NVDA #Semis #AI
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Financial insights visualization: US–China geopolitical tension centered on Taiwan with explicit linkage to $NVDA via Jensen Huang meeting: multiple tweets cite a NYT/Tripp Mickle story stating Trump told Jensen Huang that Xi Jinping “breathe heavily” when speaking about Taiwan (tweets 1, 2, 3), US trade-policy uncertainty after judiciary action: one tweet states the Supreme Court struck down most of President Trump’s tariffs, potentially undermining China strategy and upending negotiations ahead of an expected meeting in Beijing (tweet 14)
Risk-off as Taiwan geopolitics hits semis: NYT says Trump told Jensen Huang Xi “breathe heavily” on Taiwan. SCOTUS striking down most tariffs adds trade-policy whiplash into Beijing talks. Watch $NVDA headlines + US–China/Europe tariff shifts. $NVDA #Semis #Macro
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⚠️ON the ROAD NOW - Self Driving SEMIS Delivery Trucks and DRIVERLESS Public Transportation BUS⚠️ #selfdrivingsemis #semis #deliverytrucks #driverlessbus #driverlessvehicle #thematrixnetwork
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Financial insights visualization: US goods trade deficit with China at multi-decade low in 2025 (multiple tweets cite 'lowest level in over 20 years' and ~21-year low) (tweets 1,2,4,5,6,7,8,11,12,14,17,20,22), Quantified shrink in 2025 US goods-trade gap with China to ~$202.1B vs $295.5B in 2024 (tweets 9,23; also echoed as '~$202 billion' in tweets 4,5)
US goods-trade deficit w/ China hit a >20y low in 2025: $202.1B vs $295.5B in 2024; Dec gap $12.72B (Nov $13.94B). Tariffs cited up to 30%+; share of US trade now <10%. Watch diversion to Mexico/Vietnam + Taiwan AI/semis. $NVDA #trade #semis
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My last Riskgame w/ @Lux_Capital covered this: if states can’t agree, Fed is forced to cut, with trickle-down effects hitting local political, economic, cultural & natsec interests.
#wargaming #econsec #strategy #techpolicy #decisionmaking #water #semis
www.axios.com/local/phoeni...
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De nouveaux #semis de #geranium certains n’ont pas résisté et de #basilic j’ai repiqué leas beaux #geraniums faits dimanche 15 février 2026 #zone5b🫛🌱
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"This is Shangri-la?" It is for the British, mate.... PUNCH cartoon by Ken Pyne 1981 #books #literature #LostHorizon #explorers #adventurers #utopia #destinations #suburbs #suburbia #houses #housing #semis #semidetached #Tibet
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NEW: #GMC Tournament Boys #Semis are set with familiar names, as #StJoseph, #Piscataway, #Colonia, St. Thomas #Aquinas all advance! Recaps and audio with Pway CH Bob #Turco and #STA HC Tom #Weiler at the link! #NJHoops
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Financial insights visualization: Applied Materials ($AMAT) FY26 Q1 beat on EPS/revenue and raised FY26 Q2 guidance, driving after-hours upside (tweets 3,4,6,12,17,23,25), AI + memory (DRAM/HBM) capex cycle seen as primary demand driver for semi equipment; multiple tweets cite DRAM strength and AI-chip/datacenter demand as the reason for stronger orders/guidance (tweets 8,12,13,17)
AMAT rips AH +9–11% on FY26Q1 beat; EPS $2.38 vs $2.21, rev $7.01B. Q2 guide raised: rev ~$7.65B ±$0.5B, EPS $2.64 ±$0.20; DRAM/HBM+AI demand key; $252.5M China export settlement done. Watch $328.62/$347.0. $AMAT $ANET #semis
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Financial insights visualization: AI-driven memory supercycle narrative around $SNDK/$MU - tweets cite 'INSANE Outlook from AI' (tweet 1) and data-center spend share rising from 5% to 15-20% (tweet 8), plus 'AI memory supercycle narrative' (tweet 14), $SNDK outsized momentum/leadership in 2026 performance tables and 'top gainer' framing - 'Best: Sandisk $SNDK +154%' (tweet 5) and 'rallying today, up over 11%' (tweet 6), plus 'Strong Momentum and Top Gainer Status' (tweet 14)
AI-memory supercycle bid lifts NAND names: $SNDK +11%, +97% YTD, +154% in 2026; $604.21 implies 8.2x fwd EPS ($73.37). Kioxia says 2026 NAND capacity sold out. Watch $540 support vs $725/726.33 resistance. $SNDK $MU #Semis
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Vous voulez réussir vos semis ? Jean-Yves nous explique tout sur le choix du terreau et des contenants ! 🌱 #Jardinage #Semis
➡️ https://l.ici.fr/bwPC
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⚠️ON the ROAD NOW - Self Driving SEMIS Delivery Trucks and DRIVERLESS Public Transportation BUS⚠️ #selfdrivingsemis #semis #deliverytrucks #driverlessbus #driverlessvehicle #toilettimetv #thematrixnetwork
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