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Mathematics&Statistics/All in AI/DYOR
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$NOK Finnish Media is speculating if Trump wants Nokia.
Analysts say: “Something is now underway.”
• Nokia shutting down China R&D
• €4bn US R&D program with Trump administration
• Nvidia already took a major stake
• Clear Western alternative to Huawei
Geopolitics is lining up perfectly for $NOK.
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BREAKING: Moderna stock, $MRNA, surges over +110% after announcing the first ever positive Phase 3 results for a personalized cancer vaccine.
$IBIT 2028 put leaps for $32M
check OI tomorrow
GS is now onto this
"We see DRAM HBM content flat moving from BW300 to VR200 at 288GB (HBM4) and see VR-ultra moving to 256GB HBM4e with HBM4e pricing up 70-100%. We believe Feynman with 768GB/GPU at HBM4e/16Hi but potentially constrained as LTAs/SCAs/NBMs determine pricing." 👀
$NVDA $DRAM $EWY $MU
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