25 Apr 2026
AI Infra > DeFi Infra: The 4-Year Relative Strength Breakout! for CME_MINI:NQ1! by BallaJi
1. The "Big Base" Logic Observation: A 4-year base (2022–2026) in the NQ/ETH ratio. This isn't just a price move; it’s a liquidity migration. #DeFi (Ethereum) was the hero of the low-interest-rate era (2020-2021). But in 2026, the "Real World" needs GPUs, data centers, and power grids. The Nasdaq is the ticker for that
25 Apr 2026
Nvidia at $5 Trillion: Buy, Sell, or Hold?
Semiconductor stocks have skyrocketed in April as tensions in Iran have cooled, AI spending continues to surge, sector earnings reports have impressed, and chip shortages are proliferating across the industry. That boom has driven the iShares Semiconductor ETF (SOXX) up 40.4% for the month through April 24, and Nvidia (NVDA), the sector leader and most valuable company in the world, has ridden…
24 Apr 2026
Intel's Earnings Report Shows How the CPU Has Found Its Way to the AI Boom.
Shares of Intel (INTC +2.10%) surged in extended trading Thursday after the semiconductor company reported first-quarter results that were far better than Wall Street expected. For a company that has spent...
23 Apr 2026
AI Fears Keep Hammering Software Stocks—Even Those Reporting Good Earnings
ToplineSoftware companies IBM and ServiceNow both beat Wall Street's estimates in first quarter earnings Wednesday after market close, but both stocks plummeted—leading a broader selloff across software...
22 Apr 2026
Google Splits Its AI Chip. Here’s Why It Matters For Enterprises.
Amin Vahdat, Google's SVP and Chief Technologist for AI Infrastructure, launches two new TPUsMaribel LopezThe AI chip acronym soup of CPUs, GPUs, TPUs, etc., shows how the computing landscape continued to...
20 Apr 2026
Lawsuits, licensing, and royalties are complicating 4K video support in gadgets
Video compression How does HEVC implementation really work these days? You don’t notice good video compression—until...
