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DY1719

DY1719

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09-18

$Celsius Holdings, Inc.(CELH)$

09-22

$Celsius Holdings, Inc.(CELH)$

09-10

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@OptionsBB:9/10 Pre-Market Thoughts: Rate-Hike Clouds

09:57

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@Capital_Insights:💻 McKinsey Sees a $2.3 Trillion Semiconductor Market by 2030: Where Will AI Create the Most Value?

09:53

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09:51

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09:50

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09:47

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The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. According to McKinsey, semiconductor s","listText":"Hey Tigers 🐯! The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. According to McKinsey, semiconductor s","text":"Hey Tigers 🐯! The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. 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Inc.(CELH)$","images":[{"img":"https://community-static.tradeup.com/news/63b8142ef78bd5cd063ff9b4dd3e1a57","width":"586","height":"1003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610555236753424","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":606344433283176,"gmtCreate":1789052352293,"gmtModify":1789053126228,"author":{"id":"4248863803294142","authorId":"4248863803294142","name":"DY1719","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4248863803294142","authorIdStr":"4248863803294142"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606344433283176","repostId":"606280138473632","repostType":1,"repost":{"id":606280138473632,"gmtCreate":1789048397093,"gmtModify":1789048525116,"author":{"id":"3527667645834579","authorId":"3527667645834579","name":"OptionsBB","avatar":"https://community-static.tradeup.com/news/f1e0deba0895fb30eee2a3aaec61cd42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667645834579","authorIdStr":"3527667645834579"},"themes":[],"title":"9/10 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Key Events ECB Hikes Rates by 25 Basis Points, U.S. Stocks Fall Pre-Market The ECB rate hike has raised expectations for a U.S. rate hike, pressuring U.S. equities pre-market. Tomorrow (Friday) brings the CPI release — focus on whether core inflation MoM exceeds 0.2%. A beat would further strengthen rate-hike bets. Brent Crude Surges Pre-Market, Breaks Above $100 Trump said during Wednesday's session that the Iran conflict will end immediately after the midterm elections, and oil prices will plunge (midterms are on November 3). The rhythm: short-term geopolitical push higher, but a pullback catalyst has already been pre-announced — beware of a pullback after an overshoot. TSMC (TSM): August Revenue +10.1% MoM, +53.3% YoY Fundamentals are strong, but rate-hike expectations carry more wei","listText":"I. Key Events ECB Hikes Rates by 25 Basis Points, U.S. Stocks Fall Pre-Market The ECB rate hike has raised expectations for a U.S. rate hike, pressuring U.S. equities pre-market. Tomorrow (Friday) brings the CPI release — focus on whether core inflation MoM exceeds 0.2%. A beat would further strengthen rate-hike bets. Brent Crude Surges Pre-Market, Breaks Above $100 Trump said during Wednesday's session that the Iran conflict will end immediately after the midterm elections, and oil prices will plunge (midterms are on November 3). The rhythm: short-term geopolitical push higher, but a pullback catalyst has already been pre-announced — beware of a pullback after an overshoot. TSMC (TSM): August Revenue +10.1% MoM, +53.3% YoY Fundamentals are strong, but rate-hike expectations carry more wei","text":"I. Key Events ECB Hikes Rates by 25 Basis Points, U.S. Stocks Fall Pre-Market The ECB rate hike has raised expectations for a U.S. rate hike, pressuring U.S. equities pre-market. Tomorrow (Friday) brings the CPI release — focus on whether core inflation MoM exceeds 0.2%. A beat would further strengthen rate-hike bets. Brent Crude Surges Pre-Market, Breaks Above $100 Trump said during Wednesday's session that the Iran conflict will end immediately after the midterm elections, and oil prices will plunge (midterms are on November 3). The rhythm: short-term geopolitical push higher, but a pullback catalyst has already been pre-announced — beware of a pullback after an overshoot. 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The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. According to McKinsey, semiconductor s","listText":"Hey Tigers 🐯! The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. According to McKinsey, semiconductor s","text":"Hey Tigers 🐯! The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. 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