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AI Stocks Are Blasting Off! 🚀 Is This the Start of the "Second Wave"?
The AI sector just sent a clear message to Wall Street: the momentum isn't slowing down. On February 6, 2026, U.S. AI-related stocks staged a massive rally, proving that investor confidence in the future of intelligence is stronger than ever.
Here’s the breakdown of the major movers:
Super Micro Computer (SMCI): 📈 +10% Arm Holdings (ARM): 📈 +10% AMD: 📈 +8% Nvidia (NVDA): 📈 +7%
What’s Driving the Surge? ⚡
It’s not just hype anymore; it’s about tangible results and massive infrastructure.
Earnings Power: SMCI recently crushed expectations, reporting a staggering 123% year-over-year revenue growth ($12.7B). When the companies building the servers are winning this big, the whole sector feels the heat.The Blackwell Effect: The rollout of Nvidia’s next-gen Blackwell chips is fueling a new wave of data center spending, benefiting everyone from the chip designers (ARM, AMD) to the infrastructure giants (SMCI).Broadened Leadership: We’re seeing a shift from just "one or two winners" to a broader rally across the entire AI value chain—from mobile AI architecture to massive liquid-cooled server racks.
The Bottom Line
While 2025 was about the "AI Narrative," early 2026 is proving to be about "AI Hard Economics." Investors are moving past the "if" and focusing on the "how much."
What’s your play? Are you holding the "Big Four," or are you looking for the next hidden gem in the AI supply chain?
Drop your thoughts in the comments! 👇
#TechStocks #NVIDIA #ARM #Investing #MarketUpdate
Here’s the breakdown of the major movers:
Super Micro Computer (SMCI): 📈 +10% Arm Holdings (ARM): 📈 +10% AMD: 📈 +8% Nvidia (NVDA): 📈 +7%
What’s Driving the Surge? ⚡
It’s not just hype anymore; it’s about tangible results and massive infrastructure.
Earnings Power: SMCI recently crushed expectations, reporting a staggering 123% year-over-year revenue growth ($12.7B). When the companies building the servers are winning this big, the whole sector feels the heat.The Blackwell Effect: The rollout of Nvidia’s next-gen Blackwell chips is fueling a new wave of data center spending, benefiting everyone from the chip designers (ARM, AMD) to the infrastructure giants (SMCI).Broadened Leadership: We’re seeing a shift from just "one or two winners" to a broader rally across the entire AI value chain—from mobile AI architecture to massive liquid-cooled server racks.
The Bottom Line
While 2025 was about the "AI Narrative," early 2026 is proving to be about "AI Hard Economics." Investors are moving past the "if" and focusing on the "how much."
What’s your play? Are you holding the "Big Four," or are you looking for the next hidden gem in the AI supply chain?
Drop your thoughts in the comments! 👇
#TechStocks #NVIDIA #ARM #Investing #MarketUpdate
Introducing ARM: Your Autonomous Smart DeFi Partner
This paper investigates the Autonomous Rate Manager (ARM), a system built on the Internet Computer Protocol (ICP) designed to automate Liquity V2 loan rate management.
Liquity V2 is a decentralized protocol running on the Ethereum mainnet that allows users to borrow its stablecoin BOLD against collateral assets (including ETH, wstETH, and rETH). A key innovation of the protocol is allowing borrowers to set and adjust interest rates themselves.
The problem is that borrowers with interest rates below other borrowers face higher redemption risks. Simply put, this mechanism allows any BOLD holder to redeem it through the protocol for a combination of ETH worth $1 and liquid staking tokens (minus fees), and the system will deduct this amount from the collateral of borrowers who set the minimum interest rate.
Liquity V2 is a decentralized protocol running on the Ethereum mainnet that allows users to borrow its stablecoin BOLD against collateral assets (including ETH, wstETH, and rETH). A key innovation of the protocol is allowing borrowers to set and adjust interest rates themselves.
The problem is that borrowers with interest rates below other borrowers face higher redemption risks. Simply put, this mechanism allows any BOLD holder to redeem it through the protocol for a combination of ETH worth $1 and liquid staking tokens (minus fees), and the system will deduct this amount from the collateral of borrowers who set the minimum interest rate.
#XRP #ARM
Ripple-Based Memcoins Gain Popularity
The ARMY token, which refers to the Ripple community known as the XRP Army, has jumped nearly 30% in the last 24 hours. In just a week, the memecoin's market cap has increased from $1 million to $90 million. However, by the time of writing, this figure has been corrected to $38 million.
Ripple-Based Memcoins Gain Popularity
The ARMY token, which refers to the Ripple community known as the XRP Army, has jumped nearly 30% in the last 24 hours. In just a week, the memecoin's market cap has increased from $1 million to $90 million. However, by the time of writing, this figure has been corrected to $38 million.
Why did the markets fall?
Simply put, free DeepSeek technology is worrying big companies about potential earnings declines! Plus:
🔴The impact of tariffs.
🔴Expectations of a Fed rate hike.
How will chip companies react?
#ARM : -5.5%
#NVIDIA : -5.3%
#broadcom : -4.9%
#supermicro : -4.6%
#taiwansemi : -4.5%
What's the result?
Massive losses for stocks, and US markets could lose more than $1 trillion in Monday's session.
Simply put, free DeepSeek technology is worrying big companies about potential earnings declines! Plus:
🔴The impact of tariffs.
🔴Expectations of a Fed rate hike.
How will chip companies react?
#ARM : -5.5%
#NVIDIA : -5.3%
#broadcom : -4.9%
#supermicro : -4.6%
#taiwansemi : -4.5%
What's the result?
Massive losses for stocks, and US markets could lose more than $1 trillion in Monday's session.
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The best way to trade is in a portfolio with a daily return and no risks, and you can withdraw your money at any time, even if your currencies are less than $0.00001.
You can invest in portfolio 28697968912, and as the value increases, the return increases. The best returns for these digital currencies are $BTC $BNB $USDC 66619923787.
Intel: What’s Next for the Chip Manufacturing Giant?
Santa Clara, California, USA — March 29, 2018: Entrance to the Intel Museum. Intel is an American multinational corporation and technology company
Getty
My thoughts on Intel have indeed succeeded, and now Intel's stock price is $37, far higher than the $20 when I first emphasized its strategic importance as a mature foundry giant in the US and Europe.
Manufacturing chips on American soil has critical strategic significance. In short: no chips, no economy, no defense. The world of comparative advantages is gone — replaced by a world of 'maximum lethality.' That means artificial intelligence, drones, and all things high-tech. If you want to have them, want to project power, you must be able to manufacture them, not to mention actually use them.
Getty
My thoughts on Intel have indeed succeeded, and now Intel's stock price is $37, far higher than the $20 when I first emphasized its strategic importance as a mature foundry giant in the US and Europe.
Manufacturing chips on American soil has critical strategic significance. In short: no chips, no economy, no defense. The world of comparative advantages is gone — replaced by a world of 'maximum lethality.' That means artificial intelligence, drones, and all things high-tech. If you want to have them, want to project power, you must be able to manufacture them, not to mention actually use them.
The Beautiful Country sends a strong signal: The tide of liquidity will restart! The previously ongoing tightening (policy) is nearing its end, while a more explosive easing curtain is about to rise.
🔹 Official announcement has been 'prepared', ready to support the market at any time;
🔹 The tightening cycle is about to end, restarting the release of liquidity;
🔹 The market expects the Federal Reserve may restart the expansion of its balance sheet, returning to the 'easing mode'. #baby #ORCA #ARM #SEİ #BONK $BONK $SEI $ARK
🔹 Official announcement has been 'prepared', ready to support the market at any time;
🔹 The tightening cycle is about to end, restarting the release of liquidity;
🔹 The market expects the Federal Reserve may restart the expansion of its balance sheet, returning to the 'easing mode'. #baby #ORCA #ARM #SEİ #BONK $BONK $SEI $ARK
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