Oktober 10, 2026

AI chips

SMIC Stock 2026: Revenue Jumps 36% as AI Demand Tightens Capacity — Is China’s Chip Champion Worth 63x Earnings?

SMIC Q2 revenue rose 36% to $3.01B, gross margin improved to 25.3% and utilization reached 93.7%. But at roughly 63x earnings, is China’s top foundry already too expensive?

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Nvidia Stock After Q2 2027: The Numbers Are Absurd. The Margin Question Is Now the Real Story

Nvidia doubled quarterly revenue and guided to another record, yet NVDA reversed sharply after earnings. The real debate is shifting from AI demand to margins, financing quality and whether Nvidia.

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AMD Stock After Q2 2026: AI Revenue Is Exploding—But Nvidia Still Sets the Bar

AMD’s Q2 revenue jumped 50% and Data Center sales more than doubled. I examine Instinct, EPYC, Helios, margins, AI economics and whether AMD stock still offers value.

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