Rebellion's NPUs are being tested for AI inference, showing potential for lower power consumption and price competitiveness compared to GPUs, signaling a potential disruptor in the AI infrastructure space.
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Chip Stocks Are Crashing After the Best Earnings Report I've Seen
Jul 16, 2026
The creator discusses a recent selloff in semiconductor stocks, including ASML, TSMC, Micron, and Intel, despite strong earnings reports from ASML and TSMC. The video highlights TSMC's impressive revenue and profit growth, increased capex guidance, and strong performance in high-performance computing, suggesting that the selloff may be a market overreaction to good news.
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Tickers discussed in this post
Penguin Solutions is presented as a strong investment opportunity due to its innovative AI factory platform, significant revenue growth (up 48% YoY), impressive earnings per share increase (up 79% YoY), and raised fiscal year guidance, positioning it as a cost-effective alternative in the AI hardware space.
Dell's server pricing could be impacted by memory price fluctuations; lower prices might pressure year-over-year pricing but could also unlock delayed deployments by improving affordability.
Sandisk's stock may face pressure if memory prices decline, as Kioxia explores hedging strategies to protect against future price drops, potentially impacting their supply agreements.
Nvidia is anticipated to deliver a strong quarter, supported by the overall positive trends in the semiconductor sector, particularly driven by AI demand and significant capital expenditures from industry leaders.
AMD is expected to report a great quarter, benefiting from the overall positive momentum in the semiconductor industry driven by AI and strong capex from players like TSMC.
Coreweave is mentioned as a 'Neocloud player' down pre-market as part of the broader semiconductor selloff.
Intel is included in the broader semiconductor selloff, with many names in the sector experiencing significant declines.
Micron is part of the semiconductor selloff, down significantly despite overall year-to-date gains.
TSMC reported exceptional earnings with significant year-over-year growth in revenue, net profit, and margins, alongside increased capex guidance, yet is experiencing a drawdown.