Polish your small cap gem collection. Your daily dose of market mastery and strategic insights for successful stock trading.
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Canaccord has raised their price target on Meta $META to $950
Canaccord has raised their price Target on Meta $META to $950 while maintaining a buy rating
They have said Meta is showing rapid levels of adoption, there is many roadmap to monetization and they have formed a handful of strategic partners
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Anthropic is targeting 5GW of compute by the end of 2026👀
They have also said they are looking to have secured 10GW by the end of 2027
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This implies 1 GW in Australia is worth $40B
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Apple $AAPL has said the iPhone Duo will retail for $1,999🍏
The phone pieces will be connected together through 100 small parts
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Micron $MU is planning to double their wafer capacity by the end of the month🧠
This would bring their production to 100k wafers, they will mostly focus on HBM4 designed to support the Vera Rubin platform
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Figure AI has committed $3.5B to deploy 100,000 Nvidia $NVDA Vera Rubin GPUs
Figure AI has committed $3.5B to deploy 100,000 Nvidia $NVDA Vera Rubin chips🤖
They will be using these for humanoid robot processing and inference
They are expected to support between 50,000 & 100,000 humanoid robots!
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SmallCapGems retweeted
$2B Dealmaker Turned Biotech CEO: Jared Kelly on the Fast Track to a Cancer Cure nitter.net/i/broadcasts/1dKrPrwkv…
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Raymond James has raised their price target to $515 from $352🤖
They also maintained strong buy rating mostly citing Q2 earnings results, they anticipate another 70% projected growth
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Bloom Energy $BE has cut their power speed by 40%⚡️
They developed a system called the power connect system, designed to include pre wired installations vs the typical wiring delays
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