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Posts tagged #Semis

Kautious
Kautious
@kautious.com
1 week 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 week 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 week 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 week ago
Post image

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 week 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks ago
Post image Post image

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
2 weeks ago
Video

⚠️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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks ago
Post image Post image Post image Post image

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
3 weeks ago
Post image

"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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Central Jersey Sports Radio
Central Jersey Sports Radio
@cjsportsradio.bsky.social
1 month ago
Preview
GMC Tournament Boys Semis are set with familiar names, as St. Joseph, Piscataway, Colonia, St. Thomas Aquinas advance out of Saturday’s quarterfinals The second GMC Tournament boys' basketball semifinal at Monroe Township High School Wednesday night will feature the league's only two parochial schools, with top-seed St. Joseph-Metuchen taking on fifth-seed St. Thomas Aquinas. That'll follow the opener: a rematch of last year's GMC title game, as second-seed Piscataway takes on third-seed Colonia. Of course, much of the personnel there will be different, as will be the case in the night cap, with two new coaches at he helms of those schools.

NEW: #GMC Tournament Boys #Semis are set with familiar names, as #StJoseph, #Piscataway, #Colonia, St. Thomas #Aquinas all advance! Recaps and audio with Pway CH Bob #Turco and #STA HC Tom #Weiler at the link! #NJHoops

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: Applied Materials ($AMAT) FY26 Q1 beat on EPS/revenue and raised FY26 Q2 guidance, driving after-hours upside (tweets 3,4,6,12,17,23,25), AI + memory (DRAM/HBM) capex cycle seen as primary demand driver for semi equipment; multiple tweets cite DRAM strength and AI-chip/datacenter demand as the reason for stronger orders/guidance (tweets 8,12,13,17)

Financial insights visualization: Applied Materials ($AMAT) FY26 Q1 beat on EPS/revenue and raised FY26 Q2 guidance, driving after-hours upside (tweets 3,4,6,12,17,23,25), AI + memory (DRAM/HBM) capex cycle seen as primary demand driver for semi equipment; multiple tweets cite DRAM strength and AI-chip/datacenter demand as the reason for stronger orders/guidance (tweets 8,12,13,17)

AMAT rips AH +9–11% on FY26Q1 beat; EPS $2.38 vs $2.21, rev $7.01B. Q2 guide raised: rev ~$7.65B ±$0.5B, EPS $2.64 ±$0.20; DRAM/HBM+AI demand key; $252.5M China export settlement done. Watch $328.62/$347.0. $AMAT $ANET #semis

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Kautious
Kautious
@kautious.com
1 month ago
Financial insights visualization: AI-driven memory supercycle narrative around $SNDK/$MU - tweets cite 'INSANE Outlook from AI' (tweet 1) and data-center spend share rising from 5% to 15-20% (tweet 8), plus 'AI memory supercycle narrative' (tweet 14), $SNDK outsized momentum/leadership in 2026 performance tables and 'top gainer' framing - 'Best: Sandisk $SNDK +154%' (tweet 5) and 'rallying today, up over 11%' (tweet 6), plus 'Strong Momentum and Top Gainer Status' (tweet 14)

Financial insights visualization: AI-driven memory supercycle narrative around $SNDK/$MU - tweets cite 'INSANE Outlook from AI' (tweet 1) and data-center spend share rising from 5% to 15-20% (tweet 8), plus 'AI memory supercycle narrative' (tweet 14), $SNDK outsized momentum/leadership in 2026 performance tables and 'top gainer' framing - 'Best: Sandisk $SNDK +154%' (tweet 5) and 'rallying today, up over 11%' (tweet 6), plus 'Strong Momentum and Top Gainer Status' (tweet 14)

AI-memory supercycle bid lifts NAND names: $SNDK +11%, +97% YTD, +154% in 2026; $604.21 implies 8.2x fwd EPS ($73.37). Kioxia says 2026 NAND capacity sold out. Watch $540 support vs $725/726.33 resistance. $SNDK $MU #Semis

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ici Drôme Ardèche
ici Drôme Ardèche
@dromeardeche.ici.fr
1 month ago
Post image

Vous voulez réussir vos semis ? Jean-Yves nous explique tout sur le choix du terreau et des contenants ! 🌱 #Jardinage #Semis
➡️ https://l.ici.fr/bwPC

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The Matrix Network
The Matrix Network
@thematrixnetwork.bsky.social
1 month ago
Video

⚠️ON the ROAD NOW - Self Driving SEMIS Delivery Trucks and DRIVERLESS Public Transportation BUS⚠️ #selfdrivingsemis #semis #deliverytrucks #driverlessbus #driverlessvehicle #toilettimetv #thematrixnetwork

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Meteored France
Meteored France
@fr.meteored.com
1 month ago
Preview
Voici comment réussir vos semis de printemps et assurer une bonne récolte au potager Les semis de printemps vont bientôt débuter. Certains ont même déjà commencé ! Voici quelques conseils pour les réussir

🧑‍🌾 Voici comment réussir vos #semis de printemps et assurer une bonne récolte au #potager.

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Bluesky Sports 🦋
Bluesky Sports 🦋
@sportstoday.bsky.social
2 months ago
Prabhsimran, Rathod fire Punjab and Vidarbha into Vijay Hazare Trophy semis Punjab will meet Saurashtra in semis; Vidarbha set up semi-flash clash with KarnatakaSee What Happened →

Prabhsimran, Rathod fire Punjab and Vidarbha into Vijay Hazare Trophy semis

#Semis #Punjab #Cricket #Vidarbha

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Kautious
Kautious
@kautious.com
2 months ago

📊 $50.5B (~3.5x vs 2025) and ~half tied to $GOOG ($25.8B).
Watch Jan 5 CES 2026 (Lisa Su / Jensen Huang) for demand cadence + capacity commentary; positioning stays risk‑on, but CoWoS allocation and inference-margin pressure are the key downside vectors. $SPY $NVDA $AMD #Semis

#Semis

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Sonia Kronlund
Sonia Kronlund
@soniakronlund.bsky.social
2 months ago
Preview
Les semeurs : épisode du podcast Des arbres et nous AUDIO • Des arbres et nous, épisode : Les semeurs. Une série inédite proposée par France Culture. Écoutez Les Pieds sur terre, et découvrez nos podcasts en ligne.

À écouter sur @franceculture.fr ➡️ www.radiofrance.fr/francecultur...

🎤 Production : Elise Andrieu
🎧 Réalisation : Emmanuel Geoffroy

#documentaire #documentaireradiophonique #lespiedssurterre #arbres #semis #biodiversité

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@tolulade.bsky.social
2 months ago
Video

HRs and L&d folks stop conducting #tna training needs analysis manually. This would help semis.reispar.com

#semis #employees #trainingneedsanalysis #learninganddevelopment

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Le Bulletin des agriculteurs
Le Bulletin des agriculteurs
@lebulletinagr.bsky.social
3 months ago
Post image

ENTRE DEUX RANGS 🌽 Pour plusieurs, la teneur en eau du maïs-grain à la récolte dépassait les attentes, alors qu'on s’attendait à une dessiccation plus rapide.

vist.ly/4ihv8

🙏 Merci à Corteva

#maïs #humidité #dessication #semis #retard #hybrides #météo #été2025

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Christian Glawe
Christian Glawe
@christianglawe.com
3 months ago

#Stock #Market continues to build upwards. Was skeptical of last week's broad rally b/c below average volume. But #semis rotation (from #NVDA #AMD to #INTC #AVGO #MRVL), maybe tech legs here. Focus list is sector-broad, good sign.
Longs: #SOXL #ONDS
Focus: #QBTS #REAL #TNGX #AMTM #NXT #OPEN #LMND

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LawsonDean421
LawsonDean421
@lawsondean421.bsky.social
3 months ago
Post image

Jacked like he's been Swerving with no power steering fluid! Luckily we sell that too. CYBER MONDAY DEALS, HERE DAILY!!! 🤑
Amsoil.com/?zo=31302549

#Automotive #boating #Cars #Construction #Detailing #motorcycle #Motorsport #Oil #Gas #AEW #WWE #SurvivorSeries #Semis #Trucking #WarGames #Wrestlesky

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Christian Glawe
Christian Glawe
@christianglawe.com
3 months ago

While "doing nothing", a good task is looking for names holding structure (above 10 and 21-day MA's) during sharp downturns. Do particular sectors/themes stand out? My initial list: #GCT #COMP #PRM #TDC #CRK #LMND #GH #ESTA. These aren't #semis #tech #megacap names... #stock #market #swing #trading.

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CulerQueen
CulerQueen
@alexisdlc.bsky.social
3 months ago

Want Gotham to win today. Hope Shaw comes with that “underdogs my ass” energy . #NWSL #Semis

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