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Posts tagged #Semis

Kautious
Kautious
@kautious.com
2 days ago
Financial insights visualization: Samsung Q1 2026 earnings surprise dominates the discussion: multiple tweets report preliminary operating profit of 57.2 trillion won and revenue of 133 trillion won, both above analyst expectations cited from Bloomberg or LSEG., AI-driven memory demand is presented as the main earnings driver: several tweets explicitly tie the profit surge to strong demand for memory chips, HBM, AI accelerators, and data center semiconductors.

Financial insights visualization: Samsung Q1 2026 earnings surprise dominates the discussion: multiple tweets report preliminary operating profit of 57.2 trillion won and revenue of 133 trillion won, both above analyst expectations cited from Bloomberg or LSEG., AI-driven memory demand is presented as the main earnings driver: several tweets explicitly tie the profit surge to strong demand for memory chips, HBM, AI accelerators, and data center semiconductors.

Samsung Q1 shock beat confirms AI-memory breakout.

Prelim OP 57.2T won vs 39.3T est; rev 133T vs 116.8T. HBM/DRAM/NAND pricing strength drove ~43% margin. Watch 200,000 won breakout; 216,000 won next, 189,600 won support. $EWY $MU #Semis

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
1 week ago
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Pendant que les #semis continuent de sortir je repique les #tomates le #basilic les #brocolis un plant de #gombo #okra #zone5b 🫛🌱

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Mamahele.com
Mamahele.com
@mamahele.bsky.social
1 week ago
Preview
Quelles plantes semer en avril ? - Mamahele Au mois d’avril, l’air se réchauffe, le sol aussi, c’est le signe qu’il est temps de commencer à semer les graines de courges mais bien au chaud. Vous pouvez désormais également semer de nombreuses va...

En avril, le temps est bon, le ciel est bleu et il faut préparer son potager. Que ce soit sur un balcon ou sur un grand terrain, Mamahele vous a un concocté un article dédié aux semis à réaliser en avril 🪴. Bon jardinage !

mamahele.com/quelles-plan...

#jardinier #semis #potager #permaculture

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
1 week ago
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Certains #oeillets #oeilletdinde #semis faits le 28 mars sont déjà sortis dans ceux dont les couleurs sont mélangées #zone5b 🫛🌱

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
1 week ago
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Après plusieurs échecs récents, je réessaye cette année les #semis d#oeillets #oeilletdinde 🌼🌼 #zone5b🫛🌱

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Pierre-Yves Comtois
Pierre-Yves Comtois
@pycomtois.jasette.facil.services.ap.brid.gy
1 week ago

Le printemps s'en vient ! 🌱 C'est la saison des semis intérieur : espacepourlavie.ca/calendrier-de-semis-de-l...

#Québec #Horticulture #Semis

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Kautious
Kautious
@kautious.com
2 weeks ago
Financial insights visualization: CPU pricing and supply tightness in x86 processors dominate the discussion: multiple tweets cite Nikkei Asia saying $INTC and $AMD raised CPU prices again in March, taking 2026 increases to about 10% to 15%, while lead times stretched from 1-2 weeks to as long as six months., Semiconductor stocks were a market focus: several tweets say semis were strong premarket or led trading, specifically citing $NVDA, $SMCI, and $INTC as premarket strength and noting the semiconductor index rose 1.28% on 2026-03-24.

Financial insights visualization: CPU pricing and supply tightness in x86 processors dominate the discussion: multiple tweets cite Nikkei Asia saying $INTC and $AMD raised CPU prices again in March, taking 2026 increases to about 10% to 15%, while lead times stretched from 1-2 weeks to as long as six months., Semiconductor stocks were a market focus: several tweets say semis were strong premarket or led trading, specifically citing $NVDA, $SMCI, and $INTC as premarket strength and noting the semiconductor index rose 1.28% on 2026-03-24.

Chip squeeze tightening: Nikkei says $INTC/$AMD raised CPU prices again in March; 2026 hikes now ~10%-15%, with lead times from 1-2 wks to as long as 6 mos.
Watch $AMD: $205.37 spot; support <200, resistance 214, breakout >227. $AMD $INTC #Semis

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Sharesify
Sharesify
@sharesifysocial.bsky.social
2 weeks ago
Preview
ETFs that could rally if Trump strikes Iran peace deal Explore ETFs that could rally if Trump strikes an Iran peace deal. Discover top sectors for investment opportunities.

Semiconductors, AI, Japan among the sub-sectors analysts and fund managers suggest targeting... but only if you have the risk appetite... #ETFs #Investmentrtusts #UKinvestors #Semis #Japan #AI #Tech #AGT $AGT

sharesify.com/etfs-that-co...

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Kautious
Kautious
@kautious.com
2 weeks ago
Financial insights visualization: Arm is launching and selling its own chips for the first time, marking a shift from its long-standing licensing/IP model to direct silicon products; this is repeated across many tweets and attributed to Bloomberg/Reuters in several posts., The new product is positioned as a data-center CPU for agentic AI infrastructure, commonly referred to as the 'Arm AGI CPU' in multiple tweets tied to the March 24 Arm event.

Financial insights visualization: Arm is launching and selling its own chips for the first time, marking a shift from its long-standing licensing/IP model to direct silicon products; this is repeated across many tweets and attributed to Bloomberg/Reuters in several posts., The new product is positioned as a data-center CPU for agentic AI infrastructure, commonly referred to as the 'Arm AGI CPU' in multiple tweets tied to the March 24 Arm event.

ARM breakout narrative strengthens: Arm to sell its first data-center CPU, expanding beyond IP licensing. Meta is cited as lead partner for the March 24 “Arm Everywhere” launch. Watch $140 resistance; hold above keeps bulls in control. $ARM $META #Semis

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
2 weeks ago
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Mes #semis de #basilic #serre sont sortis, j’espère qu’ils vont tenir #zone5b🫛🌱

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
2 weeks ago
Post image

Les #semis d’aujourd’hui #kale #chourouge #brocoli #okra #tomate #tomatecerise #zone5b🫛🌱

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
2 weeks ago
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Les premiers bébés #tomate #tomates #basilic #semis il y a maintenant 4 tomates siciliennes au lieu de 3 et les tomates mémé de Beauce sont sorties #zone5b🫛🌱

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
2 weeks ago
Post image

Les premiers bébés #tomate #tomato #tomates #semis #zone5b 🫛🌱

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Kautious
Kautious
@kautious.com
3 weeks ago
Financial insights visualization: Micron $MU Q2 earnings beat estimates decisively across revenue and adjusted EPS. Multiple tweets report adjusted revenue of $23.86B versus estimates around $19.74B-$19.97B and adjusted EPS of $12.20 versus estimates around $9.19-$9.21., Q3 guidance was the dominant upside surprise. Multiple tweets cite Micron guiding Q3 revenue to roughly $32.75B-$34.25B or midpoint $33.50B versus Street estimates around $23.66B-$24.29B, and adjusted EPS of $19.15 or range $18.75-$19.55 versus estimates around $11.70-$12.03.

Financial insights visualization: Micron $MU Q2 earnings beat estimates decisively across revenue and adjusted EPS. Multiple tweets report adjusted revenue of $23.86B versus estimates around $19.74B-$19.97B and adjusted EPS of $12.20 versus estimates around $9.19-$9.21., Q3 guidance was the dominant upside surprise. Multiple tweets cite Micron guiding Q3 revenue to roughly $32.75B-$34.25B or midpoint $33.50B versus Street estimates around $23.66B-$24.29B, and adjusted EPS of $19.15 or range $18.75-$19.55 versus estimates around $11.70-$12.03.

$MU guide was the real upside shock: Q3 rev $33.5B vs ~$24B est, adj EPS $19.15 vs ~$11.8B est.

Q2 rev $23.86B, adj EPS $12.20, GM 74.9%; AI/HBM and memory pricing drove strength.

Watch 468-472 resistance; 434-444 support amid Fed/PPI volatility. $MU #semis

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Kautious
Kautious
@kautious.com
3 weeks ago
Research visualization: explain how biden was restricting exports and how trump could do this now and the effect on markets and the economy

Research visualization: explain how biden was restricting exports and how trump could do this now and the effect on markets and the economy

Trump withdrew Biden’s AI-chip export proposal on Mar. 13, but this is redesign, not deregulation. Biden’s draft tightened review at 200k+ chips; Trump reportedly shifts access toward allied-country projects amid a 25% chip tariff. Expect relief now, friction next. #AI #Semis #Trade

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: Marvell ($MRVL) Q4 FY26 earnings beat on revenue and (non-GAAP/adjusted) EPS (multiple tweets cite revenue about $2.219B/$2.22B vs ~$2.21B est and adj EPS $0.80 vs $0.79 est), Forward guidance surprise higher: Q1 FY27 revenue guide $2.4B +/-5% and non-GAAP/adj EPS $0.79 +/-$0.05 cited as above consensus (tweets cite consensus ~$2.28B revenue and $0.74 EPS; some cite LSEG/IBES $2.265B / $2.27B)

Financial insights visualization: Marvell ($MRVL) Q4 FY26 earnings beat on revenue and (non-GAAP/adjusted) EPS (multiple tweets cite revenue about $2.219B/$2.22B vs ~$2.21B est and adj EPS $0.80 vs $0.79 est), Forward guidance surprise higher: Q1 FY27 revenue guide $2.4B +/-5% and non-GAAP/adj EPS $0.79 +/-$0.05 cited as above consensus (tweets cite consensus ~$2.28B revenue and $0.74 EPS; some cite LSEG/IBES $2.265B / $2.27B)

MRVL breaks out on AI DC upside: Q4 rev $2.22B & adj EPS $0.80 beat; DC rev $1.651B (74%). Q1 guide rev $2.4B±5% & adj EPS $0.79±$0.05 > cons. AH +6.9%–15%. Watch call/GM/opex. $MRVL #Semis #AI

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Mamahele.com
Mamahele.com
@mamahele.bsky.social
1 month ago
Preview
Quelles plantes semer en mars ? - Mamahele Mars est très important pour les semis, c'est le mois durant lequel on en effectue le plus. Savez-vous quelles plantes semer en mars ?

Ce mois de mars est particulierement chaud ☀️
Il est temps de réaliser les semis pour les plantes potagères de cet été. Mamahele vous guide ici sur les plantations à faire ce mois-ci :
mamahele.com/quelles-plan...

#jardinier #potager #semis #graines #semences

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Business AM - FR
Business AM - FR
@businessam-fr.bsky.social
1 month ago
Preview
Quand le printemps appelle le jardinier Avec du contenu de marque de Boels Le printemps arrive doucement, et la terre semble presque respirer sous nos pieds. Les premières envies de semer, planter et doucement réveiller le potager se font sentir. Mais avant de voir les jeunes pousses pointer, il faut préparer soigneusement le sol. Une terre bien travaillée retient l’eau, s’aère […]

Quand le printemps appelle le jardinier #Printemps #Jardinage #Potager #Plantes #Semis

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Marc(O)
Marc(O)
@g27marco.bsky.social
1 month ago
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Et c’est parti pour le #chaud #show intérieur ! Le #jardinier amorce la collection #printemps été 2026 #semis

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: South Korea equities surge portrayed as semiconductor/AI-concentration story: multiple tweets describe KOSPI as dominated by Samsung and SK Hynix/memory semis and 'walking talking concentration risk' (tweets 1, 3, 14, 25)., Late-cycle / blow-off-top framing in global ex-US indices: one tweet lists multiple indices (FTSE 100, TSX, KOSPI, OMXS30, FTSE MIB, TAIEX) as parabolic with 'blow-off top' characteristics and contrasts with US 'quietly consolidating' (tweet 4).

Financial insights visualization: South Korea equities surge portrayed as semiconductor/AI-concentration story: multiple tweets describe KOSPI as dominated by Samsung and SK Hynix/memory semis and 'walking talking concentration risk' (tweets 1, 3, 14, 25)., Late-cycle / blow-off-top framing in global ex-US indices: one tweet lists multiple indices (FTSE 100, TSX, KOSPI, OMXS30, FTSE MIB, TAIEX) as parabolic with 'blow-off top' characteristics and contrasts with US 'quietly consolidating' (tweet 4).

KOSPI near 6,000 = semis/AI beta + concentration risk. Samsung ~200,000 won; SK Hynix near 1,000,000 won; together ~half index. Reforms since Lee took office cited. Watch overbought/blow-off-top risk + EWY selling. #KOSPI $EWY #Semis

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: South Korea equities at/near record highs led by semiconductors/AI: KOSPI new all-time high and rally framed as semiconductor-driven, with Samsung Electronics and SK hynix cited as heavy index weights benefiting from AI/memory-chip demand (tweets 1, 9, 17)., Extreme concentration risk in KOSPI performance: claims that Samsung Electronics and SK hynix together are ~40% of the index and responsible for a large share of gains/profit growth (tweets 9, 18).

Financial insights visualization: South Korea equities at/near record highs led by semiconductors/AI: KOSPI new all-time high and rally framed as semiconductor-driven, with Samsung Electronics and SK hynix cited as heavy index weights benefiting from AI/memory-chip demand (tweets 1, 9, 17)., Extreme concentration risk in KOSPI performance: claims that Samsung Electronics and SK hynix together are ~40% of the index and responsible for a large share of gains/profit growth (tweets 9, 18).

KOSPI at record highs on semis/AI, but breadth is thin. Samsung +70% YTD, SK hynix +62% YTD; ~40% index weight + ~50% of the rise. Exports: +47% YoY; semis +134% YoY. Watch 6,200 inflection/RSI ’87 extreme. $KOSPI $EWY #Semis

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: Nvidia earnings beat vs consensus (multiple tweets cite EPS and revenue beats): EPS $1.62 vs ~$1.50-$1.54 est and revenue ~$68B vs ~$65.9-$66.2B est (tweets 4, 10, 13, 16), Forward-looking AI demand/guidance and margins as the key swing factors: focus on margins, future guidance, and AI demand; concern about durability of AI-driven rally (tweet 3); explicit gross margin focus and whether ~75% can hold (tweets 5, 24)

Financial insights visualization: Nvidia earnings beat vs consensus (multiple tweets cite EPS and revenue beats): EPS $1.62 vs ~$1.50-$1.54 est and revenue ~$68B vs ~$65.9-$66.2B est (tweets 4, 10, 13, 16), Forward-looking AI demand/guidance and margins as the key swing factors: focus on margins, future guidance, and AI demand; concern about durability of AI-driven rally (tweet 3); explicit gross margin focus and whether ~75% can hold (tweets 5, 24)

NVDA beat & raised guide: EPS $1.62 vs $1.50-$1.54; rev ~$68.1B vs ~$65.9-$66.2B. Data Center $62.3B vs $60.36B; 1Q rev $76.44B-$79.56B vs $72.78B. Watch ~75% GM & AI demand. $NVDA #Semis #AI

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: US–China geopolitical tension centered on Taiwan with explicit linkage to $NVDA via Jensen Huang meeting: multiple tweets cite a NYT/Tripp Mickle story stating Trump told Jensen Huang that Xi Jinping “breathe heavily” when speaking about Taiwan (tweets 1, 2, 3), US trade-policy uncertainty after judiciary action: one tweet states the Supreme Court struck down most of President Trump’s tariffs, potentially undermining China strategy and upending negotiations ahead of an expected meeting in Beijing (tweet 14)

Financial insights visualization: US–China geopolitical tension centered on Taiwan with explicit linkage to $NVDA via Jensen Huang meeting: multiple tweets cite a NYT/Tripp Mickle story stating Trump told Jensen Huang that Xi Jinping “breathe heavily” when speaking about Taiwan (tweets 1, 2, 3), US trade-policy uncertainty after judiciary action: one tweet states the Supreme Court struck down most of President Trump’s tariffs, potentially undermining China strategy and upending negotiations ahead of an expected meeting in Beijing (tweet 14)

Risk-off as Taiwan geopolitics hits semis: NYT says Trump told Jensen Huang Xi “breathe heavily” on Taiwan. SCOTUS striking down most tariffs adds trade-policy whiplash into Beijing talks. Watch $NVDA headlines + US–China/Europe tariff shifts. $NVDA #Semis #Macro

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
1 month ago
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Les bébés #geraniums et #basilic ont commencé à sortir #semis #serre #zone5b🫛🌱

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The Matrix Network
The Matrix Network
@thematrixnetwork.bsky.social
1 month ago
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⚠️ON the ROAD NOW - Self Driving SEMIS Delivery Trucks and DRIVERLESS Public Transportation BUS⚠️ #selfdrivingsemis #semis #deliverytrucks #driverlessbus #driverlessvehicle #thematrixnetwork

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Meteored France
Meteored France
@fr.meteored.com
1 month ago
Preview
C'est le moment pour les semis des tomates ! Voici les conseils pour les réussir Les tomates, un incontournable du potager que vous soyez débutant ou expert ! Voici quelques conseils pour les semis de tomates

🍅 C'est le moment pour les #semis des #tomates ! Voici les conseils pour les réussir.

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: US goods trade deficit with China at multi-decade low in 2025 (multiple tweets cite 'lowest level in over 20 years' and ~21-year low) (tweets 1,2,4,5,6,7,8,11,12,14,17,20,22), Quantified shrink in 2025 US goods-trade gap with China to ~$202.1B vs $295.5B in 2024 (tweets 9,23; also echoed as '~$202 billion' in tweets 4,5)

Financial insights visualization: US goods trade deficit with China at multi-decade low in 2025 (multiple tweets cite 'lowest level in over 20 years' and ~21-year low) (tweets 1,2,4,5,6,7,8,11,12,14,17,20,22), Quantified shrink in 2025 US goods-trade gap with China to ~$202.1B vs $295.5B in 2024 (tweets 9,23; also echoed as '~$202 billion' in tweets 4,5)

US goods-trade deficit w/ China hit a >20y low in 2025: $202.1B vs $295.5B in 2024; Dec gap $12.72B (Nov $13.94B). Tariffs cited up to 30%+; share of US trade now <10%. Watch diversion to Mexico/Vietnam + Taiwan AI/semis. $NVDA #trade #semis

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Ian Curtiss
Ian Curtiss
@icurtiss.bsky.social
1 month ago
Preview
Feds prepare to step in after Colorado River stalemate Federal officials appear likely to mandate new Colorado River guidelines after key missed deadline.

My last Riskgame w/ @Lux_Capital covered this: if states can’t agree, Fed is forced to cut, with trickle-down effects hitting local political, economic, cultural & natsec interests.

#wargaming #econsec #strategy #techpolicy #decisionmaking #water #semis

www.axios.com/local/phoeni...

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🇨🇦Le potager d’Isabelle🇨🇦
🇨🇦Le potager d’Isabelle🇨🇦
@lepotagerdisabelle.bsky.social
1 month ago
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De nouveaux #semis de #geranium certains n’ont pas résisté et de #basilic j’ai repiqué leas beaux #geraniums faits dimanche 15 février 2026 #zone5b🫛🌱

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Punch Cartoons
Punch Cartoons
@punchbooks.bsky.social
1 month ago
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"This is Shangri-la?" It is for the British, mate.... PUNCH cartoon by Ken Pyne 1981 #books #literature #LostHorizon #explorers #adventurers #utopia #destinations #suburbs #suburbia #houses #housing #semis #semidetached #Tibet

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