
Astolf
22.9K posts







Le directeur de Migros, Mario Irminger, alerte sur la dépendance du commerce de détail suisse à l'immigration. Avec 1000 postes vacants, il craint une baisse de l'offre sans apport de main-d'œuvre étrangère. brnw.ch/21x27B3

$AMD has the supply to hit $12-$15 EPS 🧵 @AMD has meaningful TSMC's 2nm allocation 🧵 Lots of mixed information between 2nm and 3nm out there. At $15-$18 Non-GAAP EPS from Q3 2026 to Q2 2027, AMD is trading at 19x-24x Forward P/E at $359/share. 1. Apple is reported to have >50% of 2nm capacity for Iphone 18 lineup, M6-series Mac chips. Iphone 18 total revenue is expected to be flat at best or fall modestly by 2% vs Iphone 17, so the 50% capacity is unlikely to increase much. 2. AMD EPYC Venice and MI455x are on TSMC 2nm with at least share above 30% 3. $NVDA Rubins are on 3nm 4. $AVGO $QCOM MediaTek are on 3nm as well TSMC’s 2nm (N2) expansion is accelerating dramatically in 2026 . 2 primary 2nm fabs and scaling production to 60,000-65,000 WPM by end of 2026 or early 2027. Read more on 5 more fabs below. If Apple have a flat YoY on Iphone 18, then most of 5 2nm Fabs expansion are for $AMD. Meaning, $AMD can secure significant % of EPYC Venice (CPUs) and MI455X(GPUs). Not Financial Advice!




This is how friendships end.


Vous êtes la France qu’on aime ! 🇫🇷
















