TRUMP Reddit Mentions | ChartExchange

**NVDA CES Keynote speech (Summary from BofA):**
* NVDA - bofA maintain buy PT 275 after CES keynote:
* "CEO Jensen Huang outlined continued “very high” demand for AI computing and announced the new Vera Rubin AI platform.
* Highlights include:
* (1) AI scaling remains on track, with 5x token generation and 10x token cost reduction per year; (2) six new AI chips announced (more below) for the Vera Rubin platform slated for 2H26; (3) a new pod-level context memory storage platform; (4) NVDA continues to run every single major LLM today; (5) AI to be funded by modernization of AI (repurposing $10tn of computing funding last decade) and shifting of R&D methods; (6) Groq/SRAM deal could be beneficial for extremely low-latency workloads; (7) AI is scaling beyond LLMs into physical AI (Alpamayo announced for AV); and (8) China H200 demand is there, but still awaiting licenses.
* We continue to highlight NVDA’s continued dominance in AI compute, networking, system, and ecosystem, trading at just \~19x CY27E P/E or in-line with the broader S&P 500 despite its superior >35% EPS CAGR and >40% FCF. Maintain Buy."

**AMD keynote speech:**
* AMD also highlighted robotics as Lisa Su brought Generative Bionics CEO Daniele Pucci on stage to debut the GENE.01 humanoid robot. It’s powered by AMD CPUs and GPUs and is aimed at industrial environments. AMD is an investor.
* AMD also leaned into the “space is the ultimate edge environment” message. Blue Origin’s John Couluris said they’re using AMD’s hardened, high-temp embedded hardware, including Versal, for a next-gen flight computer that’s intended to scale to future lunar landing missions.
**GENERAL NEWS:**
* US PRESIDENT TRUMP'S ENVOY TO GREENLAND: I DO NOT THINK TRUMP IS READY TO SEIZE GREENLAND; TRUMP BACKS INDEPENDENT GREENLAND
* Trump: May subsidize oil companies rebuilding in Venezuela; U.S. may reimburse oil companies for rebuilding Venezuela infrastructure. Project could take less than 18 months, per NBC.

**MAG7:**
* TSLA sales in Germany fell 48% YoY in December to 2,032 units. Full-year sales in Germany dropped 48.4% to 19,390 units. Note: That’s against a stronger backdrop, with Germany’s EV registrations up 43.2% in 2025 to 545,142.
* AAPL - BofA on AAPL, PT 325. While global growth was solid in December, we note China experienced weaker y/y performance (Fig 11), which was likely affected by tougher comps, slower usage (weaker overall economy), and possible lower commission. Maintain Buy on strong capital returns, eventual leadership in AI at the edge, and optionality from new products/markets.
**OTHER COMPANIES:**
* VST - shares are trading higher after agreeing to buy Cogentrix Energy from Quantum Capital funds for about $4B, adding 10 modern natural gas plants totaling \~5,500 MW of capacity.
* CDNS - to integrate Cuda X technology into chip design software - Huang at CES
* ZETA - teaming up with OPenAI to power Athena
* NBIS - will deploy \~80MW of new data center capacity in Israel.The buildout ramps from Q3 through early 2027 and implies roughly a 10x expansion of Nebius’ Israel footprint within about a year.
* LMT signed a framework deal with the US Department of War to ramp PAC-3 MSE interceptor output from about 600 a year to 2,000 a year over the next seven years.
* AIG - CEO Peter Zaffino will step down by mid 2026 and move to executive chair.
* SHAK - Deutsche Bank upgrades to Buy from Hold, PT 105 from 115. We are constructive on the food distributors broadly with a path to upside to numbers and undemanding valuations. We are also upgrading SHAK to Buy given what we see as a compelling catalyst path in 1H26, a still strong growth outlook, and a near-trough valuation."
* DLR, EQIX - Deutsche initiates coverage with Buy Rating, and PT of 180 and 915 respectively. We are constructive on both Digital Realty and Equinix, as major beneficiaries of (1) the continued expansion of the digital economy broadly, and (2) the emergence of AI as a potential driver of meaningfully higher demand for digital infrastructure over time. Digital Realty (Buy, $180) is our top pick, based on strong thematic tailwinds around AI, with upside from lease renewals and a robust pipeline of capacity, which should lead to sustainable double-digit returns
* CMG - named top pick at Deutsche. CMG a top pick, with a more aggressive sales playbook to support improving fundamentals, sentiment and valuation. SBUX is also a top (and out-of-consensus) call, as we believe SBUX could surprise to the upside on SSS, think sentiment has become overly negative on the brand's prospects, and give more credibility to expectations to return to historical margins.
* DRUG - reported Phase 2 data for BMB-101 in drug-resistant epilepsy. In 11 evaluable absence-seizure patients, median absence seizures fell 73.1% (p=0.012); in 6 evaluable developmental/ encephalopathic epilepsy patients, major motor seizures fell 63.3%. 18 of 24 completed maintenance; no treatment-related serious AEs.
* LCID - says the Gravity SUV won MotorTrend’s 2026 “Best Public Charging Experience” award.
* QBTS - says it hit an “industry-first” by demonstrating scalable on-chip cryogenic control for gate-model qubits, cutting the wiring needed to scale systems while maintaining fidelity.
* RDW - completed payload integration for ESA’s Σyndeo-3 satellite in Belgium, packing 10 EU-funded tech demo payloads focused on debris monitoring, deorbiting, and thermal control. Launch is slated for Q4 2026 from Andøya (Norway) on Isar Aerospace’s Spectrum.
* GRMN - said it’s expanding its partnership with Qualcomm to build the Nexus automotive High Performance Compute platform, powered by Qualcomm’s Snapdragon Elite Platform for automotive, targeting vehicle programs starting in 2029.
* INTC - has confirmed that the first 18A products will be shipped by the end of 2025.
* CMPS - announced a strategic collaboration with Radial Health to develop delivery models for investigational COMP360 psilocybin treatment, pending FDA approval.
* xAI bought five 380MW natural gas turbines from South Korea’s Doosan Enerbility to help power its Memphis AI campus, with Elon Musk confirming the report by replying “True” to a SemiAnalysis post.
* VIAV - launched a bidirectional test + certification platform for hollow core fiber, built on OneAdvisor 800 with 8100 Series OTDR modules, dispersion modules, and ReportPRO software tuned for HCF. VIAVI says it’s the first all-in-one medium/long-range solution for HCF and has been validated with 3 hyperscale data center operators.
* ULCC - BofA downgrades to udnereprform from Neutral, lowers PT to 4 from 5.
* UPST - Trust initiates coverage with buy rating, Pt 59. "Upstart runs an AI-driven underwriting platform that matches borrowers with 100+ bank and credit union partners, using non-traditional data to predict credit risk more accurately than traditional FICO-based systems. From the company’s inception, Upstart’s core offering is anchored around GenAI, including its underwriting model. While its model offers significant improvements to traditional credit models, it is still highly exposed to the credit cycle, and in our view offers investors a levered way to play U.S. easing rates and stable/improving consumer credit."
* PLTR - Trust initiates with buy rating, PT 223. We acknowledge the significant valuation premium PLTR commands, but continue to see a Buy opportunity given its significant opportunity to drive GenAI adoption for governments and enterprises. PLTR has seen material improvement in its momentum driven by the release of AIP, with top-line growth accelerating to 63% y/y from 13% y/y since 2Q23, with a larger portion of this growth flowing down to operating margins, reaching 50%+ margins. While much of the momentum has come from its U.S. business, we see international as a significant opportunity. We view PLTR as a best-in-class AI asset."
* MU - reportedly plans to ramp HBM4 capacity to \~15k wafers/month this year, about 30% of its \~55k total HBM capacity, as NVDA Vera Rubin moves into production.
* Airlines -The FAA proposed new rules that would force airlines to upgrade or replace radio altimeters to prevent interference tied to an FCC upper C band spectrum sale. The FAA estimates $4.49B in total undiscounted retrofit costs. VEEV - board approved a $2B Class A share repurchase program. Runs 2 years and can be executed via open market, private deals, or 10b5-1 plans. CFO Brian Van Wagener cited “robust cash generation” and “financial outperformance.”
* MCHP pre announced Q3 sales above previous guidance. CEO says recovery is showing up across most end markets as channel/customer inventory correction improves, bookings were strong, and March-quarter backlog started higher.

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