$GIGGLE
🚨🔞 Nvidia reports its quarterly earnings on February 25th The hyperscalers begin to report on Wednesday after the close – META and MSFT. GOOGL reports on February 5th and AMZN reports on February 4th. Taiwan Semi’s Q4 HPC (high performance computing) revenue – fueled by AI – rose 48% YoY, and it expects its 2026 capex to rise at least 27% YoY. Samsung will ship next gen HBM (high bandwidth memory) chips next month. Nvidia Vera Rubin chips are in “full production”. AI capex remains on rails 🤔
