$CAN

@investmentguru_Apr 26, 2026 · 8:53 PM

$CAN - The Hidden RISC-V Play Nobody Is Talking About:- Everyone knows Canaan as a Bitcoin mining hardware company — but buried inside is a story most retail investors have completely missed. Canaan shipped the world’s first commercial mass production edge AI chip supporting the RISC-V Vector 1.0 standard — the K230 — a dual-core RISC-V chip integrating an advanced ISP, 2.5D GPU, and full “Glass-to-Glass” AI intelligence running on-chip, targeting robots, smart manufacturing, AI education hardware, and edge AI terminals. The same ASIC engineering DNA built over 13 years designing Bitcoin mining chips — maximum compute per watt, custom silicon, thermal efficiency — transferred directly into edge AI chip design. No ARM licensing fees. Dual OS support (RTOS + Linux). Purpose-built for the $1T+ IoT semiconductor market projected to hit a RISC-V inflection point in 2026. Meanwhile the core business has insiders buying aggressively — CEO AND CFO purchased 1.45M+ shares in the open market in March 2026, hashrate up 82% YoY, and a $128M+ BTC/ETH treasury sitting on the balance sheet. ⚠️ Yes — Nasdaq compliance clock is ticking and the stock is sub-$1. But what you’re actually getting is three bets in one: Bitcoin infrastructure + crypto treasury at a discount + RISC-V edge AI optionality that nobody is pricing in. When the market figures this out, it won’t be quiet. High risk reward play Not financial advice. DYOR.

@investmentguru_Apr 26, 2026 · 12:11 PM

The full CPU stack: Architecture - $ARM Design- $AMD $INTC $QCOM Foundry- $TSM $GFS Memory- $MU Storage- $SIMO Connectivity- $ALAB $TMBS Custom silicon- $AVGO $MRVL Future Architecture (RISC-V via Tenstorrent, $CAN)

@investmentguru_Apr 26, 2026 · 11:35 AM

CPU ecosystem map across every tier: TIER 1 — Pure CPU Giants $INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center revenue +22% YoY. Stock surged nearly 25% in a single session. CEO Lip-Bu Tan declared: “The next wave of AI will bring intelligence closer to the end user — from foundational models to inference to agentic.”  Up 80%+ YTD before that gap. $AMD — EPYC CPU order book nearly sold out for 2026. Q4 2025 revenue $10.27B, up 34% YoY, with record Data Center revenue of $5.38B.  MI400 platform coming. 1-year return: +269%. The share-gainer. $ARM — The toll road of CPUs. Used in 99% of the world’s smartphone CPU cores.  In 2026, ARM announced the launch of its own CPU products on top of its existing royalty business.  Up +87% YTD before Intel’s earnings day gap. Capital-light, royalty compounder. TIER 2 — CPU-ADJACENT INFRASTRUCTURE $QCOM — Snapdragon X Elite attacking PC CPU market with ARM-based Oryon cores. Edge AI CPU momentum building across enterprise. Automotive + IoT CPU exposure via Snapdragon Cockpit Elite. $MRVL — Custom XPU + CPU silicon. 18+ socket wins. $75B design pipeline. Data center CPU-adjacent workloads = direct tailwind. $AVGO — Custom ASICs + CPU workload accelerators for hyperscalers. AI business grew 106% YoY to $8.4B last quarter. Projects $100B+ business by 2027.  The ASIC answer to x86. $TSM — Makes every CPU on the planet. TSMC fabs AMD EPYC, Apple silicon, Qualcomm Snapdragon. ~70% foundry market share. Trading 14% below Morningstar fair value of $428.  You can’t build a CPU without TSMC. TIER 3 — CPU ENABLERS & PICKS/SHOVELS $MU — Every CPU needs memory. Micron can only fulfill half-to-two-thirds of current medium-term demand. Revenue was $13.6B two quarters ago, $23.9B last quarter, guiding $33.5B next quarter.  Memory is the bottleneck. $SIMO — SSD controllers feeding CPU storage layers in AI data centers. 46% YoY revenue growth. PCIe Gen5 controllers showcased at NVIDIA GTC 2026. The quiet CPU enabler. $ALAB — PCIe + CXL connectivity silicon — the bus that CPUs talk to everything else on. 75%+ gross margins. Zero debt. Every AI CPU cluster needs Astera Labs. $RMBS — Rambus. Memory interface IP. LPDDR5X SOCAMM2 server memory chipset for AI CPUs. ~80% gross margins. Capital-light IP model — gets paid every time a CPU ships with their interface. $GFS — GlobalFoundries. Specialty foundry for RF, automotive, aerospace, and IoT CPUs. The mature-node CPU manufacturer for defense + industrial. TIER 4 — RISC-V REVOLUTION (THE FUTURE CPU WAR) Tenstorrent (private — Jim Keller’s company) — First-gen RISC-V CPU “Ascalon” delivers 10-20 SPECint2006/GHz, competing directly with ARM’s Neoverse V2.  IP licensees already include LG and Hyundai.  Backed by Hyundai, Kia, Samsung. Watch for IPO. $CAN — Canaan Creative. Launched the world’s first commercial edge AI chip based on RISC-V.  Public, listed, speculative. RISC-V + AI edge play in one ticker. SiFive (private) — The ARM of RISC-V. Intel tried to acquire for $2B. CPU IP licensing model. IPO candidate to watch. TIER 5 — HYPERSCALER CUSTOM CPUs (Own The CPU, Own The Cloud) $AMZN — Graviton ARM-based CPUs + Trainium AI chips. Trainium 2 and 3 at max capacity. Nearly all Gen 4 capacity already pre-sold 18 months out.  AWS custom CPU = lowest cloud compute cost. $GOOGL — TPU + custom ARM CPU for Google Cloud. Fastest-growing cloud CPU fleet. $MSFT — Azure custom ARM silicon + Cobalt CPU. AI inference at edge + cloud. Azure fastest-growing hyperscaler by AI workload. The GPU era is maturing. The CPU supercycle is just loading up. Every layer of this stack is a potential winner. Not financial advice.