Arm Holdings ( $ARM ) has nearly doubled in the past month, reaching a market cap above $400 billion • a move driven by a rare convergence of catalysts. At Computex 2026, Nvidia unveiled the RTX Spark, a 20-core Arm-based Grace N1X processor co-designed with MediaTek, instantly expanding Arm's royalty base into premium Windows PCs and desktops. Days earlier, Arm had reported record Q4 fiscal 2026 results: revenue of $1.49 billion, up 20% year-over-year, with data center royalties more than doubling. CEO Rene Haas disclosed that committed customer demand for Arm's AGI CPU exceeded $2 billion across fiscal 2027 and 2028. A cascade of Wall Street price-target increases followed, with Mizuho raising its target to $425, Barclays to $360, and Wells Fargo to $410. The stock is now up more than 260% year-to-date, reflecting a structural re-rating as AI inference workloads shift demand toward CPUs • an architecture Arm licenses to virtually every chipmaker on the planet. Full UQS Score breakdown • link in bio.

$INTC jumps 9% after President Trump said the chipmaker had agreed to a deal with Apple to design and manufacture chips in the US.

Positioned around physical bottlenecks of the AI revolution: power, data center infrastructure, semiconductor & memory shortages. As the demand for AI models requires exponentially more compute, the companies that provide high-bandwidth connectivity, liquid cooling & massive energy baseloads are becoming the most critical assets in the broader tech sector. By focusing on these physical constraints—including former crypto miners pivoting to AI compute—this portfolio closely tracks the strategy of Leopold Aschenbrenner. Marvell $MRVL high-speed networking chip leader that Nvidia CEO Jensen Huang recently predicted will be the next AI company to reach a $1 trillion. Nebius $NBIS AI cloud infrastructure firm aggressively expanding its GPU capacity. Fund manager Leo Aschenbrenner has been heavily buying this compute bottleneck play, & it was just announced that the stock is being upgraded to join the Nasdaq-100 Qualcomm $QCOM dominant force in edge computing & mobile AI that received a rare, direct "buy" endorsement from Nvidia CEO Jensen Huang. WhiteFiber $WYFI A newly public high-performance computing provider securing massive data center infrastructure contracts, making it another core buy in Leo Aschenbrenner's port Vertiv $VRT critical supplier of the power management & advanced liquid cooling systems required to keep high-density AI server racks operational T1 Energy $TE pivoting to supply the massive power demands of AI data centers, fitting perfectly into Leo Aschenbrenner's strategy SharonAI $SHAZ high-performance computing company that just signed a massive 6year collaboration with Nvidia to deploy 40k next-generation GPUs. To fund this buildout, they just closed an oversubscribed $1.6 billion private placement anchored directly by Leo Aschenbrenner's ARM Holdings $ARM The foundational architect of the energy-efficient chip designs used in nearly every smartphone and increasingly in AI data center processors. Dell $DELL An enterprise hardware giant experiencing a massive growth cycle by packaging & selling customized, ready-to-deploy AI server racks. Broadcom $AVGO The networking kingpin that designs the custom silicon & complex networking switches required to link tens of thousands of GPUs together Advanced Micro Devices $AMD The primary challenger to Nvidia in the AI accelerator GPU market, while also holding a dominant position in traditional data center CPUs. CoreWeave, Inc. $CRWV A highly specialized cloud infrastructure provider purpose-built entirely around massive-scale GPU workloads. Representing a major, aggressive infrastructure buy from Leo Aschenbrenner - added to the Nasdaq-100 Index. NuScale Power $SMR A pioneer in small modular nuclear reactors (SMRs) aiming to provide the clean, massive baseload electricity required by future AI data centers Astera Labs $ALAB vital provider of specialized connectivity hardware that removes data bottlenecks between chips in high-speed cloud environments. Buy for Leo Aschenbrenner, & included in the Nasdaq-100 Index AXT $AXTI Manufacturer of compound semiconductor substrates used in the high-frequency optical connections that link data center racks Hive Digital $HIVE Former crypto miner retrofitting its massive power capacity & facilities for AI computing, acting as another physical infrastructure buy for Leo Aschenbrenner. Keel Infrastructure Corp $KEEL A North American digital infrastructure company former crypto miner aggressively pivoting its massive 2.2-gigawatt power pipeline into AI data centers, making it yet another major power-capacity buy for Leo Aschenbrenner. Intel $INTC A resurgent domestic foundry and AI chipmaker currently benefiting from massive momentum after President Trump secured deals for them to manufacture chips locally. SpaceX $SPCX The aerospace juggernaut targeting a historic IPO at a potential $1.75 trillion valuation, driven by its highly profitable Starlink network and ambitious plans to launch space-based AI data centers.

🚀 #Marvell isn't slowing down after Jensen Huang called it the "next trillion-dollar company." The chipmaker is already in talks with #TSMC on A14, betting advanced nodes will fuel the next wave of AI connectivity chip growth.💡More: pse.is/98ah55 🔗

INTEL ( $INTC): JIM CRAMER NAMES CHIPMAKER HIS TOP STOCK PICK 🔹 Intel ( $INTC) closed at $121.10, gaining 3.46% in the latest session and extending its remarkable year-to-date rally to more than 200% from its 2026 lows. 🔹 The surge has been driven by growing investor optimism surrounding CEO Lip-Bu Tan's strategy to accelerate Intel's push into artificial intelligence chips and expand its U.S. semiconductor manufacturing footprint. 🔹 Jim Cramer identified Intel as his top stock pick, ranking it ahead of major AI leaders, including NVIDIA ( $NVDA). 🔹 Cramer cited confidence in Lip-Bu Tan's industry track record, along with progress on Intel's 18A process technology, which has now entered production. 🔹 Investor sentiment has also been supported by the company's ongoing U.S. foundry expansion efforts and expected benefits from funding incentives under the CHIPS and Science Act. 🔹 Despite the enthusiasm, Intel's foundry business reported a $2.4 billion operating loss in the first quarter, highlighting the significant costs associated with scaling its manufacturing ambitions. 🔹 Intel's market capitalization has now climbed above $600 billion, reflecting renewed confidence in the company's long-term turnaround story. 💡 Why It Matters 🔹 Intel's transformation strategy hinges on successfully executing its dual objectives of becoming a leading AI chip provider while establishing itself as a major third-party semiconductor foundry. 🔹 The stock's sharp rally has divided investors, with supporters pointing to improving execution under new leadership, while skeptics question the sustainability of the gains amid ongoing foundry losses. 🔹 The latest endorsement from Jim Cramer has further intensified debate across retail investing communities, with some embracing the bullish outlook and others invoking the well-known "inverse Cramer" narrative. #Intel #INTC #JimCramer #LipBuTan #Semiconductors #AI #Foundry #CHIPSAct #NVIDIA #USStocks #WallStreet #Investing

"The U.S. has held ​off adding #China’s AI startup #DeepSeek, memory chipmaker #CXMT & more than 100 other companies flagged as natl security risks to a trade blacklist, as the Trump admin tries to avoid escalating tensions w/Beijing" reuters.com/world/china/us-h…

The new norm... Intel shares surge 9% in premarket trading after Trump announces chipmaker will work with Apple to design and produce semiconductors domestically. Spokespeople for Intel and Apple didn’t immediately respond to requests for comment. bloomberg.com/news/articles/…

Intel shares surge more than 9% in premarket trading after Trump said the chipmaker will work alongside Apple to design and produce semiconductors domestically bloomberg.com/news/articles/…

Trump just handed #Intel a 10% equity lifeline. 💰 The president said the U.S. will help the chipmaker in exchange for the stake—a massive state-backed play to shore up domestic semiconductor capacity.

The resurgence of Intel is one of today's biggest tech stories. At Computex, the legacy American chipmaker made a splash by showcasing its new Xeon 6 server processor and more. TIME's Charlie Campbell reports from Taipei:

Intel rises 9% after Trump says company will partner with Apple on U.S. chip design - The boost continues Intel's recent rally as the chipmaker bounces back from years of headwinds. Via @CNBC: ift.tt/LrqiMsl