Dr Vinnie Boombatz

One doesn't have to agree with the analyst's controversial take here in $INTC $ALAB $SMTC, but if all three go from green to red on the opening bell, then you can't say there wasn't an oppy for a good trade, scoopy scoopy

Some color from Mizuho's Jordan Klein re $SMTC

More from Northland re $INTC $ALAB $SMTC downgrades

Hearing Northland is downgrading $INTC: Summary Downgrading $INTC on valuation. INTC is making measurable progress in its turnaround, and we expect estimates to rise as demand for server CPUs picks up. However, we are modeling overall datacenter spending to decline in CY27 as hyperscalers become increasingly cash-strapped. Assuming INTC’s DC business grows by 40% in CY27, we get to an estimate of $3.20 and a P/E multiple of 38x the out-year. Even under this optimistic scenario, shares are expensive. We suspend our price target.

UBS new pt for $MU is from another world altogether compared to other analysts

UBS raising $MU pt to... $1,625

Korean tech stocks going to get another leg higher. @DivesTech adding SK Hynix to his IVES AI 30 list. "With this report, we are adding Datadog ($DDOG) and SK Hynix (000660.KS) to the IVES AI 30 list as core winners in the next phase of this AI Revolution with the memory super-cycle and AI observability themes front and center. We are removing Shopify ($SHOP) and Alibaba ($BABA) from the list."

Fresh LODs, the t+1 pattern continues with $NVDA at least for now

Jefferies desk re $NVDA

Also, for the last 3 earnings, $NVDA has been sold off with stellar prints and guides, yday's event was great, but nothing spectacular in terms of expectations, might see some pressure again after running 40% into the print, and it has been a funding short name. Barcs desk:

$AMD and $INTC trading at LODs, $ARM up big

And the most interesting read from $NVDA is for $ARM today, Jefferies again summing it up:

Some x-reads from $NVDA print. Should be positive for $ARM, negative for $INTC and $AMD, and intg take for $CBRS From Jefferies desk:

fyi, this from Jefferies desk comment: "The ramp of CPUs for agentic AI is very clear. Blayne prefers $AMD over $INTC but is concerned that expectations are 30% or higher now for server growth when ODMs in Taiwan are talking more like 20%"

(US) Trump Administration said to award $2 Billion to Nine Quantum Companies Through Chips Act and Receive Equity Stakes - WSJ $RGTI $IONQ

$MRVL getting all the love after all, up 3.5% against a tough tape,

Evercore out with their 1Q26 AI Channel Checks: Our latest checks on AI networking indicate that scale-out demand remains strong and still gated by supply, scale-up interconnect roadmaps are quickly converging towards Optical but lack standardization of either protocol (NVLink, UALink, Scale-Up Ethernet, OCS) or form-factor (packet switch vs optical switch, CPO vs NPO vs XPO etc), and that hyperscaler strategies are increasingly diverging. Overall we view the checks as positive for $MRVL, $AVGO, $MTSI, $ALAB and $NVDA, and we reiterate our OP ratings on each. $MRVL reads especially intg imo, but we have this rotation into software going on for couple of days now, AI infra stocks might not get any love here

Citi raising $SNDK pt to $2025 from $1300