Tevau Stock

84 posts

Tevau Stock

@Tevau_Stock

We bridge web3.0 with stock markets 5*24-hour US Stock Trading | Institutional-Grade Liquidity | Stablecoin Settlement Powered by @Tevau_Official

Katılım Aralık 2025

37 Takip Edilen708 Takipçiler

Tevau Stock@Tevau_Stock·5h

Data Center Infrastructure Asset Chain Update A single chart covering all the tracks. From infrastructure development and equipment supply to data center operations, as well as the power and cooling supply needed across the entire industry. Understanding one industry chain every day. @Tevau_Official @Tevau_Japan

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Tevau Stock@Tevau_Stock·15h

@StockSavvyShay Huge if true — EMIB showing up on Google's roadmap could be a real turning point for $INTC's foundry story. Do you think this signals a broader shift away from TSMC CoWoS dependency?

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Shay Boloor@StockSavvyShay·15h

$INTC may have landed advanced packaging work for $GOOGL 2027 TPU v8e. The key detail is EMIB (Intel’s packaging tech) showing up in the roadmap.

Shay Boloor@StockSavvyShay

I flagged at the beginning of the year to subscribers how explosive the CPU bottleneck could become for $INTC in 2026. Intel is building the x86 server CPU layer of the AI inference stack through Xeon data center processors which are now supply-constrained with six-month lead times and cumulative 2026 price increases above 30%. CEO Lip-Bu Tan confirmed the demand driver directly on the Q1 call by noting that AI’s shift from foundational model training toward inference and agentic workloads is driving CPU demand faster than the supply chain can catch up with both pricing and output improvements guiding higher into Q2. Incredible seeing how quickly America’s turnaround story has become one of the cleanest AI infrastructure bottleneck trades in the market.

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Tevau Stock@Tevau_Stock·3d

@unusual_whales Tech getting hammered while defensives and energy stay green — classic rotation vibes. Days like this make you want exposure to both sides of the market without the TradFi friction 👀

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unusual_whales@unusual_whales·3d

At close: 🥗🥗🥗 unusualwhales.com/heatmaps

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Tevau Stock@Tevau_Stock·5d

x.com/i/article/2046…

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Tevau Stock@Tevau_Stock·5d

「期限なし停戦」はマーケットにとっては微妙なシグナルですね。衍突の下限は下がった一方で、海上封鎖が続く限りホルムズ海峡リスクプレミアムは残ります。ベッセント財務長官の発言通りハルグ島の貯蔵が数日で満杯になれば、イラン原油の輸出能力自体にダメージが残ることになります。原油・エネルギー株、そしてリスク・オフの方向性は、この結末次第でかなり振れそうです。

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SOU⚡️投資ニュース / 仮想通貨・米国株・AI@SOU_BTC·5d

トランプ米大統領「停戦延長」発表　対イランで期限示さず、封鎖継続 - 日本経済新聞トランプ大統領は米東部時間21日、イランとの停戦を延長するとSNSで発表した。戦闘終結に向けた交渉を巡り「イランは深刻な分裂状態にある」として体制内に対立があるとの見方を示した。 nikkei.com/article/DGXZQO…

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Tevau Stock@Tevau_Stock·5d

The real signal here isn't Firefly or Omniverse — it's distribution. $ADBE has the installed base (Photoshop, Premiere, Frame, GenStudio). $NVDA has the compute and the agentic stack (CUDA-X, Nemotron, Omniverse). This deal gives NVIDIA a direct path into the creative workflow layer without having to build it themselves. At Tevau Finance we're watching how these "compute-in, workflow-out" partnerships start to define the next wave of AI monetization.

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Shay Boloor@StockSavvyShay·5d

$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.

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Tevau Stock@Tevau_Stock·6d

This latest buy pushes Strategy past BlackRock’s iShares Bitcoin Trust (~802k BTC), making it the #1 corporate holder. The 9.5% BTC Yield YTD measures how effectively they’re increasing BTC per diluted share through their equity-financed accumulation machine (ATM sales + STRC preferred program). Michael Saylor isn’t just buying BTC — he pioneered treating Bitcoin as primary treasury capital since 2020, turning Strategy into a leveraged Bitcoin proxy with unmatched conviction. No other public company comes close. What a signal for institutional adoption. $BTC $MSTR $STRC

Michael Saylor@saylor

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

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Tevau Stock@Tevau_Stock·6d

These figures will go down in history as an example of overturning the common management notion that "founder successors don't shine." If Jobs was about "vision," Cook built Apple into the world's largest company through "operations and capital allocation." A $4 trillion share buyback, supply chain restructuring, and expansion of service revenue—all were modest but management decisions that maximized shareholder value. At Tevau Finance, we are also very interested to see how Apple will adapt to the AI era under its next-generation CEO, John Ternus.

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Watcher.Guru@WatcherGuru·6d

Today, Tim Cook announced he is stepping down as CEO of Apple. $AAPL was worth $350 billion when he became CEO in 2011. Nearly 15 years later, it's now worth over $4 trillion, a 1050% increase.

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Tevau Stock@Tevau_Stock·6d

この構造、非常によくできていますね。 STRCは年11.5%の配当を払う永続優先株。つまり「BTCのボラ」を「優先株の固定利回り」に変換して市場に売っている構造です。MSTRのNAVプレミアムが維持される限り、希薄化なしでBTCを積み増せる——まさに金融エンジニアリングの教科書的事例です。ただし「無限ループ」が止まる条件も明確で、①プレミアム消失、②BTC長期下落、③STRC配当の負担増、のいずれか。Tevau Financeとしても、この構造の持続可能性は非常に興味深いテーマとして追っています。

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Mr.₿itcoin@coinspace_·6d

【過去最大級】先週、ストラテジー社が34,164 BTCを購入。 2024年11月以来の大規模な買い増しでした。戦略はシンプルです。 STRC（永続優先株）で資金調達 → ビットコインを購入 → その実績でさらに資金調達無限ループマシンの出来上がりです。

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Tevau Stock@Tevau_Stock·6d

興味深いニュースですね。AmazonによるAnthropicへの追加出資と自社半導体の供給は、AI競争が「モデル」から「計算インフラ」へと移ってきた象徴だと感じます。金融の現場でも、AIの推論コストと安定性がサービス設計を左右する時代に入っています。Tevau Financeとしても、この「AI×インフラ」の構造変化は注視しています。

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SOU⚡️投資ニュース / 仮想通貨・米国株・AI@SOU_BTC·6d

Amazon、アンソロピックに最大4兆円追加出資へ　自社半導体を供給 - 日本経済新聞米アマゾンは20日、人工知能（AI）新興の米アンソロピックに最大250億ドル（約4兆円）を追加出資すると発表した。クラウドサービスを通じて自社開発の半導体を供給し、提携関係を強化する。 nikkei.com/article/DGXZQO…

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Tevau Stock@Tevau_Stock·20 Nis

Tevau Finance brings you the leaders of the "Real Economy" and the 🇯🇵Japanese market. $TM — Toyota: World's top-selling automaker & hybrid pioneer. $HMC — Honda: Global leader in motorcycles & power equipment. $SONY — PlayStation + Music + World-class image sensors. $MUFG — Japan's largest financial group & Top 10 bank globally. Trade the global market from one app. @Tevau_Finance

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Tevau Stock@Tevau_Stock·17 Nis

$MSFT $420.26 (+2.20%) Microsoft extended its rebound Thursday as part of a broader SaaS and cybersecurity surge. The stock is now up about 15% from late-March lows, recovering ground after a drop of more than 30% from its highs earlier this year. Azure — which grew 39% YoY last quarter — remains the core of the AI-cloud story. With fiscal Q3 earnings due April 29, many view the current setup as one of the most attractive entry points in years.

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Tevau Stock@Tevau_Stock·17 Nis

$AMD $278.26 (+7.80%) AMD ripped nearly 8% on Thursday to extend a 12-session winning streak — now up 41% cumulatively. Volume hit 62.8M shares, about 65% above the 3-month average, as investors doubled down on the Agentic AI CPU thesis. The fresh same-day catalyst: AMD confirmed a deepened partnership with the French government to power Alice Recoque, France's first planned exascale supercomputer. Peers rallied alongside it — $INTC closed +5.48% on the chip tape.

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Tevau Stock@Tevau_Stock·17 Nis

📊 24-Hour Stock News | Apr 16 $TSM $363.35 (-3.13%) — Record Q1 profit +58% YoY $AMD $278.26 (+7.80%) —lands France exascale supercomputer deal $MSFT $420.26 (+2.20%) — up 15% from March lows as bargain hunters return Trade all 3 with USDT on @Tevau_Official @Tevau_Japan

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Tevau Stock retweetledi

Tevau@Tevau_Official·13 Nis

Wall Street is now just a wallet away. Stop waiting for bank wires. Buy real U.S. Stocks directly with your $USDT on @Tevau_Finance . ✅ 1:1 Real Stock Shares ✅ Instant Execution ✅ $USDT Native — No Fiat Needed From stablecoin to $AAPL, $TSLA, and $NVDA in seconds.

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Tevau Stock@Tevau_Stock·10 Nis

Already holding crypto? Now invest in the companies building the industry's infrastructure. $COIN — Largest US regulated exchange; USDC revenue & institutional adoption booming. $MSTR — The ultimate Bitcoin proxy with over 500,000 BTC on balance sheet. $CRCL — Investing in the core of the regulated stablecoin ecosystem. $HOOD — Gen Z's favorite app for seamless crypto & stock trading. The Miners: $MARA | $RIOT | $CLSK — High-hashrate players scaling the Bitcoin network. Your crypto. Their growth. Your portfolio.

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Tevau Stock@Tevau_Stock·2 Nis

The 7 companies that power the modern world — now tradable with USDT on @Tevau_Finance. $NVDA — The AI chip monopoly fueling the global buildout. AAPL — iPhone ecosystem & high-margin Services revenue king. $MSFT — The enterprise backbone & OpenAI's primary partner. $META — 4B+ users & world's most aggressive AI infrastructure spender. $AMZN — E-commerce leader + AWS cloud + $50B ad business. $GOOG — 90% search market share & YouTube's massive growth engine. $TSLA — EVs + FSD + Optimus robot + Megapack energy storage. Trade the "Magnificent Seven" directly from your crypto wallet.

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Tevau Stock@Tevau_Stock·1 Nis

$AAPL $253.79 (+2.90%) Apple finished the day strong, rising nearly 3% on high trading volume. Technical analysts noted a "buy signal" from a pivot bottom reached earlier this week, supported by increasing optimism around the upcoming iPad Pro refresh. Furthermore, supply chain reports detailing a more aggressive AI integration roadmap for the next iPhone continue to improve investor sentiment as the market looks toward the WWDC announcements

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Tevau Stock@Tevau_Stock·1 Nis

$BE $135.49 (+13.37%) Bloom Energy led the energy sector with a 13% gain as investors pivot toward power infrastructure plays. Analysts at Baird reiterated an "Outperform" rating, highlighting Bloom’s ability to deploy "behind-the-meter" fuel cells for AI data centers in under 60 days. As the traditional electrical grid struggles to keep up with the massive power demands of next-gen AI, Bloom’s solid-oxide technology is being viewed as the leading practical solution for tech giants.

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Tevau Stock@Tevau_Stock·1 Nis

24-Hour Stock News | Mar 31 $ARM $151.28 (+10.46%) — Shares jump as CEO forecasts $15B in AI chip revenue $BE $135.49 (+13.37%) — Surges on AI data center power demand and Baird upgrade $AAPL $253.79 (+2.90%) — Technical buy signal issued as iPad and AI rumors gain steam Trade all 3 with USDT on @Tevau_Finance 📌Details below👇

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Keşfet

@Tevau_Official @Tevau_Japan @StockSavvyShay @unusual_whales @elonmusk @BarackObama @taylorswift13 @cristiano