China's next-gen CPUs and GPUs prepare to challenge last-gen Intel and AMD in 2027 — Loongson 3B6600 and 9A1000 aim to match Intel's 12th Gen and AMD's RX 550 Tom's Hardware
China's next-gen CPUs and GPUs prepare to challenge last-gen Intel and AMD in 2027 — Loongson 3B6600 and 9A1000 aim to match Intel's 12th Gen and AMD's RX 550 Tom's Hardware
Hong Kong experienced its hottest day of the year so far on Tuesday, with the city’s forecaster reporting temperatures of 31.6 degrees Celsius (88.8 Fahrenheit) at its headquarters in Tsim Sha Tsui in the afternoon. Data from the Hong Kong Observatory showed much of the city on Tuesday saw temperatures rising above 31 degrees, with some parts of the New Territories exceeding 33 degrees. “An anticy...
Hong Kong experienced its hottest day of the year so far on Tuesday, with the city’s forecaster reporting temperatures of 31.6 degrees Celsius (88.8 Fahrenheit) at its headquarters in Tsim Sha Tsui in the afternoon. Data from the Hong Kong Observatory showed much of the city on Tuesday saw temperatures rising above 31 degrees, with some parts of the New Territories exceeding 33 degrees. “An anticyclone aloft is bringing generally fine weather to the coast of Guangdong,” the Hong Kong Observatory...
akinbostanci/E+ via Getty Images Investment Thesis Every AI data center has three essential components to power large-scale AI workloads. You need compute, and the GPUs and accelerators to do the heavy lifting. You require memory, and the bandwidth that feeds these chips. The infrastructure needed to move data between all of them, and you need connectivity. A lot of the discussion around AI invest...
akinbostanci/E+ via Getty Images Investment Thesis Every AI data center has three essential components to power large-scale AI workloads. You need compute, and the GPUs and accelerators to do the heavy lifting. You require memory, and the bandwidth that feeds these chips. The infrastructure needed to move data between all of them, and you need connectivity. A lot of the discussion around AI investing so far has been around compute. Those headlines are dominated by Nvidia ( NVDA ), AMD ( AMD ) and Broadcom ( AVGO ). Memory (sometimes) gets its fair share of coverage too - I mean look at where RAM prices are headed. But connectivity is becoming the sexiest place to be, and within connectivity, there's a really interesting argument for why light is superior to copper at scale. That's the case at Lumentum Holdings ( LITE ). A company such as Credo Technology ( CRDO ) [which I recently covered, click here ] has built its business around copper-based Active Electrical Cables to carry data within racks, but Lumentum is working at the photonic layer. It converts electrical signals into light and transports them throughout the data center at greater speeds, longer distances, and much more efficiently than copper. The company's largest long-term opportunities are still in their early stages, optical circuit switches [OCS] and co-packaged optics [OCS]. The 90% year-over-year revenue growth in Q3 FY2026 was driven mainly by transceivers and EML laser chips. Once OCS and CPO revenues start to have a significant impact on the business, it could be a very different business from what it is today, which is why I rate the company as a Buy. Business Model Lumentum Products (Lumentum Website) Lumentum is a vertically integrated photonic manufacturer , designing and manufacturing Indium Phosphide (InP) laser chips and components that are used in optical transceivers, modules, and subsystems by cloud hyperscalers, AI infrastructure providers, and telecom network equipment manufacturers....
Roberto Schmidt/Getty Images News After the bell on Friday, we received first-quarter results from Trump Media & Technology Group ( DJT ). After a few years in business now, investors have been waiting for things to show some signs of progress. Unfortunately, the revenue situation still isn't showing dramatic growth, and the firm's losses continue to pile up. As a result, shares are close to their...
Roberto Schmidt/Getty Images News After the bell on Friday, we received first-quarter results from Trump Media & Technology Group ( DJT ). After a few years in business now, investors have been waiting for things to show some signs of progress. Unfortunately, the revenue situation still isn't showing dramatic growth, and the firm's losses continue to pile up. As a result, shares are close to their 52-week low, a mark that could be taken out rather soon if current trends continue. Previous coverage of the name It was back in early March when I last took a look at this company, right after Q4 results had been reported . Revenues then had barely grown over the year-ago period, while large losses were detailed thanks to a drop in the value of the firm's cryptocurrency holdings. Since that time, while US markets have risen to new highs, and the S&P 500 gained nearly 9% to last Friday's close, DJT shares have taken a 17% hit. Q1 results not great, rest of 2026 unclear To get a look at the company's full results, you have to read through the 10-Q filing . For the March period, Trump Media reported revenues of a little more than 871 thousand, up 50 thousand from the year-ago period. While the 6% increase was the best in the past four quarters, the overall revenue situation is not moving substantially higher as seen in the chart below. Trump Media Quarterly Revenue (Company Filings) The problem for the company is that with little revenue to date, expenses are just way too high. The cost of revenues in Q1 alone was over $1.5 million, while other operating expenses came in at nearly $49 million. Throw in another $244 million loss on crypto investments, and the operating loss was approaching $300 million. Bitcoin prices have rebounded in Q2, so some of that will be recovered, assuming prices hold. Interest expenses also outweighed interest income by another $4 million plus, and the company reported an investment loss of more than $108 million. In total, Trump Media detailed a n...