SkyGrove Research
@_SkyGrove
Followers
693
Following
3K
Media
618
Statuses
2K
Global Equity Research | Market News Update 🗞️ | Sharing Trend Insights 🧐 | All Eyes on New Investment Opportunities
Joined November 2021
这份bibimbap，more addictive with every bite，一口下去it's really 幸福感爆棚。
0
0
0
$NVDA CLARIFIED RUBIN GPU RAMP-UP SCHEDULE AND IMPLICATIONS FOR DEPRECIATION LIFECYCLES Updates regarding the Rubin GPU timeline and legacy product utilization provide clarity on future supply and depreciation dynamics. 🗓️ CLARIFICATION OF PRODUCTION TIMELINE Management has
0
0
0
Good report on Corning (They don't cover the tech part so I will do it here) - Corning’s Vapor Axial Deposition produces the world’s lowest-attenuation silica glass (~0.15 dB/km), reducing signal loss over long interconnects - ClearCurve (Bend Insensitive Fiber) allows 10 mm
15
37
376
AppLovin just wrapped up their talk at the GS Communacopia + Technology Conf - Here are some notes from the $APP live stream. Follow this thread - I'm putting my initial takes up here now ...(1/x) 🧵Feel free to share this...Let's go 💰💰 #AppLovin
3
16
90
$AS reporting next week
Our Tracker Alerts picked up on the consumer interest acceleration in $AS Arcteryx brand
0
0
1
China's National Data Administration reports daily AI token consumption has increased over 300-fold in 18 months, signaling rapid growth in its AI applications. - China's daily token consumption surpassed 30 trillion by the end of June. - This rapid rise reflects the quickly
0
0
0
$ONON vs $NKE debate continues
0
0
3
More pressure for $TTD
"Your margin is our opportunity" - $AMZN is using its first-party purchase data to build a programmatic ad platform that's eating The Trade Desk's lunch. It's strategically undercutting $TTD by charging a take rate as low as 1% compared to TTD's 7%.
0
0
0
$RBLX reacts to recent accusations
For transparency, we are sharing more information about our decision to remove vigilantes from Roblox.
0
0
0
$APP👍
Applovin for the first time commanded 4% of total ad spend in August according to @northbeam. This is with just 600 customers. I expect them to hit a much higher share in H1 2026 inshaAllah. $APP
0
0
0
UBS on HBM. Few points (I agree couple points below). 1) Increased HBM bit demand forecast by 4% in 2025 and 3% in 2026. 2) Raised forecast of $NVDA GPU to 6.5M in 2025 and 7M in 2026 3) Samsung is still not qualified at $NVDA HBM3E 12hi, with HBM4 wafers in unlikely before
3
2
20
$WBTN SURGES ON STRONG Q2 RESULTS AND DISNEY PARTNERSHIP 🤝 DISNEY PARTNERSHIP LEVERAGES MUTUAL STRENGTHS - Disney's Marvel and Star Wars content will be adapted for $WBTN's mobile-optimized vertical format. - Disney's Marvel Unlimited app, less suited for mobile, will benefit
0
0
0
UBS raised its HBM demand forecasts through 2026, citing stronger Nvidia AI GPU shipments. 1) 📈 DEMAND RISES ON HIGHER NVIDIA GPU PROJECTIONS - UBS increased its 2025 HBM demand forecast by 4% to 169B Gb, a 96% YoY rise. - The 2026 forecast rose 3% to 261B Gb, reflecting 55%
0
0
0
Markets are now pricing in over 100bp of US rate cuts for the next 12 months. This implies total rate reductions will exceed 200bp since September 2024.
0
0
0
JP Morgan's analysis highlights two trends shaping the global gas turbine market. 📈 GLOBAL DEMAND SURGES, LED BY US AND MIDDLE EAST - Global gas turbine orders hit 41.8 GW in H1 2025, up 37% year-over-year. Q2 orders were 21.4 GW, a 28% rise. - Turbines over 10 MW grew 36% to
0
0
0
Two key updates on $BE data center market expansion: https://t.co/EhBOCKq2qu 1. BLOOM ENERGY NEGOTIATES NEW POWER DEALS - $BE CEO KR Sridhar announced negotiations with major data-center developers. - New deals similar to its Oracle agreement are expected soon. -
bloomberg.com
CoreWeave Inc.’s shares tumbled after the cloud-computing provider reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion...
0
0
0
DATA CENTERS TO DRIVE 30GW LOAD SURGE IN PJM TERRITORY BY 2030 https://t.co/whBszQdYhY PJM Interconnection forecasts a 32GW peak load increase by 2030, with data centers contributing 30GW. 1) 💡 NEW GENERATION FACES HURDLES - New generation assets are vital to meet rising
datacenterdynamics.com
Notes concerns over delays to new power generation due to "outside factors"
0
0
0