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Jun 12
A shipment stuck in India. A vendor waiting to be paid. A deal at risk. We solved it using Importer of Record services and local invoicing to navigate forex restrictions. πŸ‘‰ Full case study: eu1.hubs.ly/H0w6qVH0 #forex #stuckshipment #techtrade
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Jensen Huang: Trump-Xi trade deal lets Nvidia keep competing in China's market. Says $NVDA will "completely transform America's position in the world" πŸš€ #Nvidia #TechTrade
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Jun 9
With a stable economy and an open trade market, Norway is becoming an attractive import destination. πŸ’‘Find out everything you need to know about Norway's trade landscape: eu1.hubs.ly/H0w03k20 #norwayimports #techtrade #tradecompliance
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My favorite setup today is not random small caps. It’s quality AI infrastructure names that sold off too hard Friday and are bouncing with volume. #AIInfrastructure #DataCenter #NVDA #AVGO #TechTrade #StockMarket
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Britain is under pressure to approve funding soon for the next-generation fighter jet it is developing with Japan and Italy, as allies such as Germany and Canada also eye participation in the project. s.nikkei.com/4er9gJQ
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$ACN getting hit hard today as OpenAI's new Deployment Company spooks the consulting sector. $CTSH and $INFY also taking collateral damage β€” market reading this as direct competition to IT services AI build-outs. UBS staying bullish on $ACN though, arguing the street is overreacting. The thesis: enterprise clients still need integration, change management, and scale that a pure OpenAI co can't replicate alone. Watching $ACN for a bounce setup. Dip buyers vs. structural fear β€” that's the real trade here. πŸ‘€ #Accenture #AIStocks #TechTrade
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Tech is New Zealand’s 3rd largest export behind dairy and tourism. The global digital economy is shifting fast, reshaping both risk and opportunity for tech exporters. In this joint MFAT and @NZTEnews Techweek 2026 session, we explore how trade policy, regulation and market shifts are affecting New Zealand tech companies β€” and how exporters can build resilience while unlocking growth. You’ll gain practical insight into navigating digital trade rules, leveraging market intelligence and making informed decisions in an increasingly complex international environment. Register for the free webinar: my.nzte.govt.nz/attend/serie… #Techweek26 #TechTrade #NZExporters #DigitalEconomy
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$ANET getting a Sell tag β€” slowing growth, poor long-term value. AI trade rotation is real. Smart money is looking past the networking hype. If you want true AI infrastructure exposure, the names worth watching are $CRDO, $CLS, and $LITE β€” all with tighter AI leverage and better growth runways. $NVDA and $AVGO remain the blue-chip anchors. Don't chase yesterday's AI winner. Rotate into names with accelerating earnings momentum. #AIStocks #TechTrade #Earnings
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OpenAI AI phone in mass production by H1 2027 β€” and the supply chain plays are already obvious πŸ‘€ Ming-Chi Kuo (the guy who called the Apple supply chain before everyone else) says $OPENAI is fast-tracking an AI agent device. No live price data here, but the ripple hits $AAPL hardest β€” this is a direct iPhone threat narrative traders will reprice fast. Supply chain winners to watch: $QCOM for chips, $TSM for fab capacity. $MSFT relationship with OpenAI makes it a derivative play on any OpenAI hardware momentum. Fade $AAPL on escalation, rotate into $QCOM and $TSM on dips. AI hardware race is heating up β€” this isn't 2-3 years away anymore. πŸ”₯ #AI #OpenAI #TechTrade
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The Tech Trade | Can IT services stay relevant? Catch an insightful discussion with Francisco D'Souza, Managing Partner & Co-Founder, Recognize, and Srikanth Velamakanni, Co-Founder & Executive Vice-Chairman, Fractal Analytics Tune in on April 28 at 4:30 PM #TechTrade #IT #CNBCTV18Digital
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Musk's fraud case against Altman gets clipped β€” but this ain't over. πŸ”₯ California judge tossed the fraud claims, but the April 27 trial on breach of trust and unjust enrichment is still live. That's a MAJOR overhang for OpenAI's $300B valuation push and its planned for-profit conversion. Watch $MSFT and $GOOGL β€” any trial headlines could swing AI sentiment fast. $NVDA too, given its deep OpenAI exposure. Legal uncertainty around OpenAI's structure is a real risk for partners. Fade the "it's over" narrative. April 27 keeps this in play. πŸ‘€ #OpenAI #AIStocks #TechTrade
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Frontier AI war is heating up β€” and HSBC just took notice πŸ”₯ OpenAI's GPT-5.5 drop signals the model race isn't slowing. HSBC flagging this as a key competitive moment pitting OpenAI against $GOOG/$GOOGL, $META, and DeepSeek. Funding risks and market structure shifts are the wildcards here. $GOOGL and $META are the tradeable proxies. Any AI narrative momentum = direct catalyst for both. Watching how each responds to OpenAI's cadence of releases. #AI #FrontierModels #TechTrade
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$MRVL catching a bid on reports Google is deepening its custom AI chip partnership β€” this is big for the inference buildout story. $GOOGL wants to reduce $NVDA dependence by turbocharging TPU efficiency. Marvell brings serious custom silicon chops β€” they already do custom ASICs for hyperscalers. This is another data point that the AI chip market is fracturing away from Nvidia's grip. Watching $MRVL for momentum continuation. $GOOGL custom silicon push = long-term margin play. $NVDA not dethroned yet, but the moat is getting chipped away. #AI #Semiconductors #TechTrade
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One takeaway from Tuesday: Big Tech is back. $META 4.42% $NVDA 3.78% $AMZN 3.79% $TSLA 3.33% $MSFT 2.25% $AAPL the only laggard. Breadth improving. Dip demand real. Bears keep waiting for a breakdown. We just got a breakout. #Nasdaq #S&P500 #TechTrade
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$MSFT down 31% and getting lapped by its own AI partners. That's the story. Anthropic hitting $30B ARR is a direct shot at $MSFT's OpenAI bet. Meanwhile $AMZN at $212.79, just cleared SMA20 ($209.36), RSI 52.75 β€” room to run. $AMZN's Bedrock/Anthropic play looks increasingly like the smarter horse. $AMZN still below SMA50 ($214.57) β€” watching for a clean break there. P/E 29.67, EPS $7.17. Rotation out of $MSFT into $AMZN and $GOOG making more sense daily. πŸ‘€ #AI #AMZN #TechTrade
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CPU supply crunch hitting both $INTC & $AMD β€” and the pain flows downstream to $DELL, $HPQ, $AAPL ⚠️ $HPQ at $18.89, sitting just above SMA20 ($18.78) but 21.6% below its 200MA. RSI 49.77, basically neutral β€” but this supply squeeze could pressure margins. $AMD holding above its 200MA ($193.84) at $205.37, RSI 51.20. $INTC flat at $44.06, below both SMA20 & SMA50. Memory shortage CPU constraints = double supply headwind for PC/server makers. $HPQ down 18.79% QTD tells the story. Watching $HPQ for a hold above SMA20 or fade to $17.56 range. $AMD bulls need to clear SMA50 at $214.44 to confirm momentum. #Semiconductors #Chips #TechTrade
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VIDEO | Palakkad, Kerala: As the Assembly elections 2026 are approaching, a robot has been invented that etches party symbols and poll slogans. Shakkib Geethanjali, Chief Executive Officer of Tevanova Techtrade Pvt, says, β€œWe named it ChuvarBot. In Malayalam, 'chuvar' means wall, and 'bot' comes from robot, so it is essentially a wall-printing robot. It is the first-of-its-kind CNC-based outdoor spray-painting robot. Whatever we design on the computer is printed on outdoor walls. The closest alternative is UV wall-printing machines available in China, but those can be used only on indoor walls. They require a smooth surface to operate and cannot work on outdoor walls like conventional wall painting." (Full video available on PTI Videos - ptivideos.com)
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