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Trump Thinks Elon Musk Has TDS, Says The CEO Of Tesla Is Only Upset Because The EV Mandate Was Taken Away

China’s Tech Titans Aren’t Buying Huawei Chips Due To Overheating Issues And NVIDIA’s Existing Ecosystem Lock-Ins Via CUDA

Goldman Sachs Says TSMC Should Face Robust Short-Term AI Demand But A Longer-Term Slowdown

Now That Wall Street Is Officially Using Bitcoin ETFs As Collateral, Is Rehypothecation And Another Financial Crisis Next?

NVIDIA Spent Nearly A Million Dollars In Just 3 Months To Lobby US Government Against Chip Sanctions

Elon Musk Blames The “Quite Weak” European Car Market For Tesla’s Sales Slump, But New Data Is Consistently Debunking His Assertions

Trump Media And Technology Group (DJT) Files To Launch The Truth Social Bitcoin ETF, Don Jr. Denies Any Involvement With The $TRUMP Wallet

Tesla’s De-Risked Supply Chains: Chinese Inputs In The 4680 Battery Cells Are Now “Approaching Zero Percent”

TSMC Crosses 90% 2nm Yields, Arizona US Plant Close To 100% Capacity With NVIDIA’s AI Chip Slated For Production – Reports

CoreWeave (CRWV) Has Now Contracted A Whopping ~2GW Of Power For Its HPC Workloads

This Is Why The US – China Trade War Truce Has Suddenly Started To Fray At The Seams

Here Are All Of The Things People Are Betting Trump And Elon Musk Will Say At Their Joint Press Conference

Wolfe Research: “We Think The Pain Trade For NVIDIA Is Higher”

NVIDIA Stock Skyrockets By 5.5% In After Hours As Firm Beats Q1 Revenue Estimates

Future Fund’s Gary Black Sells All Of His Remaining Tesla Shares While Citing His Conviction That Tesla’s Valuation “Has Become Disconnected From Underlying Fundamentals”

Piper Sandler Warns Of The “Last Wave Of Negative News” Ahead Of NVIDIA’s Pivotal Q1’25 Earnings

Trump Media And Technology Group (DJT) Goes Ahead With A Significant Capital Raise Just A Day After Denying Such Reports As “Dumb” And “Fake News”

Trump Media And Technology Group (DJT) Lashes Out With “Fake News” Labels Following Financial Times’ Report Of A $3 Billion Capital Raise

Intel, Qualcomm & Micron Urge Trump Administration To Exempt Chip Materials From Tariffs & Ensure Access To Foreign Markets

Supermicro (SMCI) CFO Dumps 43 Percent Of His Stock Holdings

Goldman Sachs Thinks Fortnite’s Off-App Payments Feature Won’t Affect Apple’s App Store-Related Revenues For Now

This Analyst Believes NVIDIA’s Upcoming Earnings Will Disappoint, Act As A “Positive Clearing Event”

Elon Musk Intends To Spend “A Couple Of Days” At The White House Every Few Weeks, Denies Any Immediate Plans To Merge Tesla And xAI, Declares That NVIDIA GPUs Are “Still Better Than What We Make”

AMD Thinks Each ZT Systems Engineer Is Worth $1.33 Million

Tesla’s New Low-Cost Model Will Be Around 32 Percent Cheaper Than The Base Version Of The Model 3

AMD Enters Into An Agreement With Sanmina To Sell A Part Of ZT Systems For $3 Billion, While Retaining ZT’s Server Design And Customer Enablement Expertise

Mizuho: Huawei Will Likely Sell Over 700,000 Units Of Its Ascend 910 Series Chips In 2025, Despite SMIC’s “Fairly Low” Yields Of ~30 Percent

CoreWeave (CRWV) Has Limited Short-Term Downside Owing To Its “Very Small Float And Very High Cost To Borrow”

The $TRUMP Meme Coin Just Received A $140 Million Windfall From President Trump’s Dinner Contest, But 5 Speculators Managed To Game The System

Supermicro (SMCI) Is On A Hiring Binge In Saudi Arabia After Inking A Massive $20 Billion Deal

AMD Increases Its Share Buyback Authorization By $6 Billion After Buying Back $749 Million Worth Of Shares Last Quarter

Supermicro (SMCI) Can Feasibly Earn $4 Billion In Annual Revenue And $200 Million In Annual EBIT From Its “Party In The Desert” Deal With The Saudi Hyperscaler DataVolt

NVIDIA And AMD Partner With A Saudi PIF Subsidiary To Build AI Factories With “Several Hundred Thousand Of NVIDIA’s Most Advanced GPUs,” AMD And HUMAIN To Invest $10 Billion

People Are Betting That Tesla’s Deliveries In The Ongoing Q2 Will Crash By 20 Percent