Marc Lehman

Find me here - investorsunderground.com/newsflow/ Save the time - Don't wait for my tweets. Get the best newsflow around. All the news services congregate here. Competitors and discords lurk Where you at? Stop waiting"

@epictrades1 👀

$AMD AMD is hosting its Advancing AI 2026 event next week in San Francisco, CA, from July 22 to July 23, 2026. The conference will be headlined by CEO Dr. Lisa Su and other industry leaders to showcase the company's newest AI infrastructure, architectures, and development tools

In fairness, who else remembers the DJX product? How legal was that😉

Hearing: Adobe $ADBE has received a takeover approach by a Big Tech company SOURCE: Betaville

Nice try BOFA ,but I do like the $SOX $SOXL chart Remain constructive on EDA: critical complexity enablers We flag the market misinterpreting EDA impact $CDNS $SNPS Kimi K3 mention of "open source EDA at 45nm". Point is they still need EDA, and without commercial EDA tools major foundries (TSMC) will likely not make the chip esp not at advanced nodes

@PolarizingLit All BS

Bloomberg says chip sell off continues due to "AI spending concerns" .. blah

@DMarbz get u later brother

@markflowchatter do you have the CTA info handy?

If you read Stan Weinstein "early " this week (and the last several weeks) you avoided carnage. As he's still a legend, and legends never die. Would pay attention to next weeks CTA selling .GLTA Thank for your attention to this matter

PS Shilsky @ JPM confirming that the $GOOGL news from yesterday is ALL KNOWN I CONFIRMED the same info just yesterday Par for the course with Bloomberg lately sprinkling gasoline on torched enviroment.

Well this might explain a lot $BE $ORCL New Mexico Commissioner of Public Lands Stephanie Garcia Richard this week again shot down a proposal to build part of a natural gas pipeline for the controversial "Project Jupiter" data center on state land. sourcenm.com/2026/07/16/new… @SammyKoppelman

Jefferies out positive on $AMD , expects 2 big wins with Anthropic and MSFT next week $AMD is hosting Advancing AI 2026 next week, according to our Asia Desk, we expect a new customer announcements with Microsoft $MSFT and Anthropic on the MI400 series

The $PESI faithful are on to something This Hanford deal is no joke "With transformative growth and profitability from Hanford looking more likely ($200M-$300M of potential annual incremental revenue)"

There it is $SHAZ $NVDA SharonAI Holdings Inc. (NASDAQ:SHAZ) and its subsidiaries (“Sharon AI” or “the Company”), a leading Australian Neocloud, today announced the signing of a cloud computing service agreement with a global Artificial Intelligence (“AI”) Lab, valued at US$1.32 billion over five years. Under the terms of the contract, Sharon AI expects to deploy cloud computing solutions across data center infrastructure in New Zealand, with revenue from the contract expected to commence across the first and second quarter of 2027. Sharon AI’s total AI Factory capacity is 132MW, of which 116MW is contracted to end customers, with more than 62,000 NVIDIA GPUs expected to be deployed by mid-20

Betaville strikes again on $ATAI ATAI *Eli Lilly close to acquisition of AtaiBeckley, Bloomberg reports

on $PENG - Nikkei Asia reporting Penguin Solutions$PENG launch of servers in Japan will give an affordable alternative to Nvidia severs for Japan AI players asia.nikkei.com/business/tech/…

If you didnt see, Explains $RDDT move and pointed out by Global Specialist today digiday.com/marketing/redd…

and Cerebras $CBRS is a huge part of this cerebras.ai/blog/openai-pa…

Who did this?

JMP Citizens analyst makes a great point on the New York State Data Center pause. " An executive order is not a law"- With a more comprehensive and well publicized understanding of the cost benefit analysis of data center deployments, we expect regulatory pressures will abate over time and this NYS executive order to become much about nothing $NBIS $CRWV $NVDA $WULF etc

Rayjay call out on $HUBS sounds nasty, 10-15% below plan

on $SHAZ Sources close to the situation Speculation that Nvidia $NVDA will buy equity in SharonAI $SHAZ afr.com/street-talk/ey…