Trade Whisperer

@tradexwhisperer

Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois

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World & Business

TSMC's September revenue reportedly hit a record NT$511.9 billion, up 54.6% year over year

One post puts August and September revenue at a combined NT$1.03 trillion and calls both months records.

2 Sources, 15d ago, first seen 15d ago

OpenAI’s $50B versus $70B revenue debate and AI infrastructure demand

One post questions how much revenue OpenAI keeps after partners take a cut and argues token growth matters more.

71 Sources, 14d ago, updated 14d ago

DeepSeek reportedly nears at least $12 billion in funding and plans an early 2027 IPO

A post citing Bloomberg says Tencent and CATL are among the investors leading the fundraising round.

7 Sources, 16d ago, updated 16d ago

World & Business

Micron's reported 6x forward P/E versus five higher stock multiples

A post claims Micron is on track for $500 billion by 2028, yet jokes that Wall Street “hates” it.

1 Source, 19d ago, first seen 19d ago

Featured in

TSMC's September revenue reportedly hit a record NT$511.9 billion, up 54.6% year over year

OpenAI’s $50B versus $70B revenue debate and AI infrastructure demand

DeepSeek reportedly nears at least $12 billion in funding and plans an early 2027 IPO

Micron's reported 6x forward P/E versus five higher stock multiples

Featured in

TSMC's September revenue reportedly hit a record NT$511.9 billion, up 54.6% year over year

OpenAI’s $50B versus $70B revenue debate and AI infrastructure demand

DeepSeek reportedly nears at least $12 billion in funding and plans an early 2027 IPO

Micron's reported 6x forward P/E versus five higher stock multiples