#semiconductors

$INTC -2.9% on $15B Stock Offering Dilutive equity raise announced. Price 98.68 | Vol 75M Pre-market had dropped ~5%. Still Hold-rated, PT 115. @intel

The AI super cycle is a multi-year trend. $TSM is positioned to benefit from hyperscaler spending. Position up +102%. #InvestingWisdom #AI #Semiconductors https://www.beatingthetide.com/p/why-im-raising-my-tsmc-taiwan-semiconductor-tsm

Apple Evaluates China's CXMT Memory for iPhone and MacBook (singulism.com)

Apple Evaluates China's CXMT Memory for iPhone and MacBook #Apple #Memory #Semiconductors https://singulism.com/en/2026-08-10-apple-cxmt-memory-chips-test

H1 2026 Mints 195 Unicorns — More Than All of 2025 (wellfunded.news)

H1 2026 Mints 195 Unicorns — More Than All of 2025 In the first half of 2026, 195 companies became unicorns, surpassing 2025's total of 193. #Unicorns #Startups #Venture Capital #AI #Semiconductors https://wellfunded.news/articles/h1-2026-unicorn-count-surpasses-full-year-2025