MarketMaestro

$TE Q4 2025 Results and 2026-2027 Outlook
Summary
T1 Energy came in below expectations in both revenue and GAAP EPS for Q4 2025. Even so, management is framing 2026 as a transition year toward the G2_Austin cell factory, and 2027 as a breakout year for profitability and cash flow. The company’s core strategy is to build a vertically integrated domestic solar supply chain in the U.S., improve efficiency at the G1_Dallas module manufacturing facility, and transition into high-domestic-content cell production with G2_Austin.
Financial Results
The company reported Q4 GAAP EPS of -$0.70, missing e

$BTQ
A positive divergence has formed, but that doesn't mean the reversal is complete and the recovery has already begun. It means this area could be the bottom and the stock may start consolidating here 🤞

Cathie Wood’s Ark Invest, in a broad selloff, reduced its positions in artificial intelligence, crypto, and internet stocks.
Over the past week, more than 57 thousand shares of Advanced Micro Devices $AMD were sold, while more than 18 thousand shares of Taiwan Semiconductor Manufacturing $TSM were sold. Broadcom $AVGO was also trimmed on a smaller scale. These moves point to profit-taking and portfolio rebalancing across the AI supply chain, along with a reduction in Teradyne $TER, where the total sales came close to $24M and amounted to just under 82 thousand shares.
On the large-cap internet

$MRVL $NVDA
Marvell jumps as Nvidia invests $2B; companies announce strategic partnership
Marvell Technology (MRVL) shares jumped more than 10% in premarket trading on Tuesday after Nvidia (NVDA) announced it was investing $2B into the company. The two companies also unveiled a strategic partnership to connect Marvell to the Nvidia AI factory and AI-RAN ecosystem through Nvidia's NVLink Fusion.
Nvidia shares rose 1.3% in premarket trading.
Marvell will provide custom AI accelerators, or XPUs, and NVLink Fusion-compatible scale-up networking, while Nvidia will offer up its Vera CPU, ConnectX N

$NBIS Nebius to build 310 MW AI factory in Finland
Mar 31, 2026,
Nebius (NBIS) is building a 310 megawatt AI data center in Lappeenranta, Finland, set to become one of Europe’s largest dedicated AI facilities, with initial capacity expected in 2027.
The project follows the company’s recent expansion of its Mäntsälä data center to 75 megawatt, which hosts Europe’s first deployment of Nvidia GB300 NVL72. Nebius (NBIS) also plans to roll out the Nvidia Vera Rubin NVL72 later this year.
Tech heavyweight Nvidia (NVDA) recently said it would invest $2B in Nebius (NBIS), with the partnership aimed a

$SPY $Q
If you have just started investing, you are unlucky, because unless there is a crisis, moves like this used to happen only during Fed rate hike cycles or in unknown periods like COVID
In one sense, though, you are lucky. You have seen the kind of volatility that could happen in the 70s and 90s, and you have gained major experience. In your future investing life, many things will look much easier to you