Can’t stop digging into tech and finance. Whatever rabbit hole I’m in this week, usually a bit too early.
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Scoring my own $SNAP list from yesterday
1. Ship date: still just "fall"
2. Monetization: Verizon financing and data plans, no subscription price yet
3. Partnerships: HBO Max, Salesforce, AWS, Nvidia, Verizon
4. Platform: Specs Intelligence on iPhone and Mac today
Three of four and the stock is up almost 4% after hours. Specs intelligence has massive potential
What I want out of $SNAP tomorrow:
1. A ship date. It's been "this fall" since June
2. More than four launch partners.
3. One thing I'd actually use every day
4. What devs keep. Apple takes 30%
The demo is the easy part. The iPhone moment was the app store, not the keynote
$AMD $623 and a $1T market cap this morning. A week ago I posted it at $512 sitting on the downtrend line from the June high. Cleared it, gave it all back during the Fed presser, and it's up 22% since.
$AMD 512 pre-market, right at the downtrend line from the June high. Closed 504.20 yesterday, up 2.2% on a red tape, and still 13% under the high
$MU closed $1,096, up 5% today and up 8% since I posted the first HBM price drop in five months on Sunday. Eight days to the print and one of those two is wrong.
$MU HBM export prices fell 3.6% to $73.39 last month, the first drop in five months, ten days before Micron reports. I've been on the undersupply side of this all month, so I want to know if that's mix or price before the 30th
$AMD closed at $615, an all-time high and a $1T market cap. Six days ago I posted it at $512 sitting on the June downtrend line. The line was the whole trade
Update on this one. $AMD cleared the line at the open yesterday, gave it all back during the presser, and is $538 this morning, up 5% today and 5% from where I posted it. The line held as support on the way back through
$MU HBM export prices fell 3.6% to $73.39 last month, the first drop in five months, ten days before Micron reports. I've been on the undersupply side of this all month, so I want to know if that's mix or price before the 30th
HBM export unit price dropped for the first time in 5 months
Average export price fell by 3.6% to $73.39 last month. According to Lee Jong-hwan, a professor of System Semiconductor Engineering at Sangmyung University, the decline could be related to an early signal of a slowdown due to increased competition in HBM supply.
Nothing alarming, but something worth watching...
$MU $DRAM $EWY $SKHY
iPhone 18 Pro launch weekend and you can walk into a store and buy one. I don't remember that on a launch weekend before.
Back under the 200-day two days after clearing it, $5.54. The level is doing exactly what levels do on a quiet tape
$SNAP $6.03 the morning after the event, through the 200-day for the first time since May and now sitting right on the downtrend line from the May high. It sold off into the stream yesterday and got bought once people read what Specs Intelligence actually is
Update on this one. $AMD cleared the line at the open yesterday, gave it all back during the presser, and is $538 this morning, up 5% today and 5% from where I posted it. The line held as support on the way back through
$AMD 512 pre-market, right at the downtrend line from the June high. Closed 504.20 yesterday, up 2.2% on a red tape, and still 13% under the high
$MU +6% this morning. KB Securities has memory going from 40% to 57% of AI infrastructure spend next year and Micron reports in 13 days. Memory is the beat I keep coming back to
Came away more positive on $SNAP than I went in. Specs Intelligence stands on its own on the phone and the glasses are the premium way to use it, so the use cases got a lot wider today. The hardware is a real jump over the old Spectacles. And instead of pretending $2,195 glasses are for everyone, they went straight at enterprise with $NVDA, $CRM on day one
$SPCX partnership?
Today’s the day. 4pm PT. Join us for live demos, new partnership announcements, and a few surprises along the way. experience.snap.com/specs
Warsh listed three reasons yields are up and number two was competition for capital from hyperscaler funding. First time I've heard a Fed chair put the AI buildout in the rates equation
SUMMARY OF FED CHAIR WARSH'S STATEMENT (9/16/26):
1. Warsh says the decision to hike rates comes at a time when the economy is "strengthening"
2. Warsh says he is "hard-pressed to call financial conditions restrictive"
3. The view that conditions are not restrictive was "widely shared by the FOMC"
4. Warsh says the predominant focus of the Fed is on price stability
5. Warsh says he did not submit a dot for the Fed's dot-plot
6. The Fed "must be confident that inflation is moving to our 2% objective"
The Fed is highly committed to obtaining 2% inflation.
$AMD 512 pre-market, right at the downtrend line from the June high. Closed 504.20 yesterday, up 2.2% on a red tape, and still 13% under the high
What I want out of $SNAP tomorrow:
1. A ship date. It's been "this fall" since June
2. More than four launch partners.
3. One thing I'd actually use every day
4. What devs keep. Apple takes 30%
The demo is the easy part. The iPhone moment was the app store, not the keynote
