Valentin

Following OpenAI's lead, $META is also receiving performance-based warrants for up to 160 million AMD shares at $0.01 per share. This represents another 10% of today's share capital, with the allocation staggered based on delivery milestones and stock price targets up to $600.

If the AMD share price rises to $600, these options would be worth approximately $96 billion, meaning OpenAI would effectively receive its chips for free.

$AMD Less than 100% Performance ... Meta & OpenAI are each securing a 10% stake in AMD Starting in 2026, OpenAI plans to operate 6 GW of computing power based on AMD's upcoming MI450 series. To facilitate this, OpenAI is receiving options for up to 160 Mio AMD common shares

Software-Aktien-Crash, Amazon pusht Marvell & Credo, TSMC besser als ASML (+ 2 Depot-Käufe) youtu.be/c2q7B3h-2bU?si… $ASML $TSM $AMZN $MRVL $CRDO $NET $RBRK $CRWD

Intel 1Q26: Intel is back but supply constraints limit revenue potential. Intel is leaving billions in revenue on the table, and the under-shipping will persist through 2026. - Revenue down 1% q/q and up 7% y/y to $13.58B, $1.4B (above the mid pt); 39.4% GM (+250bps y/y); higher volume/pricing/legacy sell-through and improved yields drive margins; half of GM beat non-recurring (pricing reset) - 2Q revenue to be up 2-9% q/q at 39% GM (18A ramp and one-off benefits in 1Q will go away)

@StockMKTNewz *Yesterday - not today

DZ Bank today initiated coverage on Palantir $PLTR with a Buy rating and a $175 price target

@jukan05 Thank you.

Going forward, I will refrain from commenting on small-cap stocks. The Unitika case made me reflect on the fact that, whether I intended it or not, my remarks may have had a meaningful impact on the market. It also made me realize that my influence may be far greater than I had expected, and I will approach this issue with greater caution and deeper reflection going forward.

Der Aktienmarkt auf Rekordkurs. Und jetzt? | AktienPuls360 Reeltalk Nach drei Rekordwochen in Folge (Wochenschluss auf Wochenhoch) stellt sich die Frage: "Wie geht man mit diesem historischen Anstieg um?" Pullbackrisiko? youtu.be/2Dx2gg842u0 $QQQ $SPY $NVDA

@WallStJesus AI Company defined as ..?

$SPY $SPX

@jukan05 You should disclose if you are a shareholder as the german stock has a marketcap < 330 mio usd! Someone with your reach is moving these small caps easily.

$CRDO CREDO – Top-Pick mit 75 % in drei Wochen Nun auch ein Photonics-Play? Bären-These Optics vs. Kupfer entkräftet 👉 stock3.com/news/artikel-1… $LITE $COHR

@Trade_The_News Note: that was announced several quarters ago

$ASML.NL TTN Note: ASML has not disclosed its new bookings number in any of the earnings supplement materials (ASML Holding N.V.) (More at tradethenews.com/?twtId=54102)

$ASML ASML Q1 SALES 8,77 MRD EUR GG 9,72 MRD VQ (PROG 8,69) Q1 GM 53% GG 52,2 VQ (PROG 52,2) ASML ERHÖHT 2026ER-UMSATZPROGNOSE SEES Q2 UMSATZ BEI 8,4 BIS 9,0 MRD EUR (PROG 9,07) RECHNET 2026 JETZT MIT UMSATZ VON 36 -40 MRD EURO (ZUVOR 34-39) ASML Q2-GM BEI 51-53% (PROG 52,6%)

@WisemanCap $MU too

$AMZN wants ATH today 🔥

$CRDO $MRVL $AAOI $LITE AI TOURISTS

@ConsensusGurus @Mr_Derivatives 🤙🤝

@Vale_Schel @Mr_Derivatives *Open green!

Hyperliquid and WS IG cannot be trusted ever again…

@Mr_Derivatives @ConsensusGurus Because yesterday he called you out on your Statement „what if we turn green“

@Vale_Schel @ConsensusGurus Wait why you tag him?