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stocksavvyshay

Shay Boloor

Verifiedactive⚠ low-confidence
@stocksavvyshay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

459,068 followers · 335 following · Last polled 2d ago
Perf. Score
76.3
Rank #36
Value Score
52.6
#123 of 273 priced
Median views
56K
p25 44K · trailing 7d
Followers
459K
+0.3% 7d
ER (impr.)
1.16%
eng ÷ impressions
ER (foll.)
0.17%
eng ÷ followers
Est. CPM
$26.64
QT-rate basis
WoW views
-14.4%
flat

Rates & value · est. from 56K median organic views

fairly priced
Quote tweetbasis
$1500
$26.64 / 1K views
Post
—
no CPM
Thread
—
no CPM
Retweet
—
no CPM
Value Score 52.6 · rank #123 of 273 priced$2230.48 / 1K engagementsrates updated 3mo ago — consider re-confirming

Trends

Follower growth
Median views / day
Engagement rate
View distribution · trailing-7d posts

Each blue dot is one organic post. The Performance Score ranks by the median (56K), not the mean (67K) — so a single viral post doesn't inflate a creator's reach. The p25 floor (44K) is the level 75% of posts clear.

Recent posts · ranked by views

PostPostedViewsLikesRepostsRepliesQuotesBookmarksER
OpenAI’s new AI agent Dot failed to respond during its first live demo prompting the presenter to say “I guess Dot’s having a slow morning.” I just added to my $META position. https://t.co/dzFDHBYuXA23d ago816K3.0K136184975630.49%
$META just unveiled $1,299 VR glasses weighing only 100g by moving the battery and compute into an external pack. Bigger shift is that Muse becomes the interface because Zuck says you can “just talk to it” while any flat surface can become a keyboard. https://t.co/j7K3xxtR8229d ago780K5.1K3551841129720.87%
ANTHROPIC JUST FILED FOR IPO The numbers are pretty wild since the growth is insane but so is the infrastructure bill: • Revenue: $4.59B (+1,088% YoY) • GAAP net loss: $41.97B • Compute spend: $7.3B (58% of total OpEx) • Cash: $20.3B https://t.co/YsEUHmU6n4
24d ago
645K
4.3K
340
189
116
695
0.88%
$MU ABSOLUTELY CRUSHED THEIR EARNINGS • Revenue $54.2B vs Est. $51.5B • EPS $33.42 vs Est. $31.82 • Net Income $38.4B vs Est. $36.2B • Gross Margin 87% vs Est. 86% Q1 Guidance • Revenue $62B vs Est. $58B • EPS $38.15 vs Est. $35.92 • Gross Margin 86% vs Est. 86%22d ago468K2.3K265127601340.62%
$SPCX Starship is about to cross a pretty big milestone with FAA approval now in hand for Flight 14 on Monday. Flight 14 will carry 26 V3 Starlink satellites making it Starship’s first revenue generating mission. https://t.co/k2jEH9275K25d ago430K1.4K1334919650.40%
$MU broke below $1,000 today after reports China’s CXMT plans to launch new server memory by year-end using a design that packs more memory into smaller chips despite U.S. equipment restrictions. Most of that supply will likely serve China’s own data centers first so bigger risk is longer-term DRAM pricing rather than an immediate threat to Micron’s HBM business.10d ago409K1.6K178116542530.54%
KEN GRIFFIN JUST DISCLOSED A 5% PASSIVE STAKE IN $IREN https://t.co/kWIHjzdANp22d ago339K2.3K14190441870.80%
Mark Zuckerberg says Muse has a “novel business model” built around making the product free for a huge number of tokens because Meta believes it can make users money. Over time $META expects to monetize by taking “a small fee from transactions.” https://t.co/PLNTPRSkP929d ago325K457333016580.18%
$META unveiled Muse Charm which is a palm-sized 5G device built specifically for talking to Muse. Zuck says the goal is to make Muse something you can “just talk to” as Meta pushes its personal agent beyond the phone and across dedicated hardware. https://t.co/nGpAWCy8AR29d ago303K1.5K10179262190.63%
$ORCL and $BE are both down after Oracle reportedly sent a force majeure notice on its New Mexico data center as power and permitting delays pushed Project Jupiter behind schedule. The $165B campus depends on 2.5GW of Bloom fuel cells making this another example of power and permitting becoming constraint on AI infrastructure.frozen28d ago287K1.4K14585472380.66%
SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means growth may be mispriced PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ARM ~2.5x • $INTC ~1.8x • $ANET ~1.7x • $ALAB ~1.6x • $KLAC ~1.3x • $LRCX ~1.3x • $ASML ~1.0x • $AMAT ~0.9x • $LITE ~0.8x • $TSM ~0.7x • $AMD ~0.7x • $COHR ~0.6x • $CRDO ~0.5x • $NVDA ~0.5x • $MRVL ~0.4x • $ON ~0.4x • $AVGO ~0.3x • $SNDK ~0.2x • $SKHY ~0.2x • $AAOI ~0.2x • $MU ~0.1x Semiconductors are looking VERY cheap right now with two-thirds of these names trading below a 1x PEG over next three years...18d ago284K2.2K32988361.5K1.45%
My initial read on why $MU isn't more green is that Q4 was still heavily price driven with DRAM revenue up 27% while bits only grew mid single digits and NAND up 42% with ~30% pricing so the market is still treating these earnings like a peak that fades once supply catches up. What changed this quarter is management gave us a lot more visibility into why that may not happen anytime soon with 75%+ of next year’s output already committed, SCAs stretching into 2031, margins rising after Q1 and meaningful new cleanroom capacity still not arriving until late 2028. If Micron can sustain something around $200 of forward EPS and market eventually decide that setup deserves even 10x instead of 6x then you're suddenly looking at $2,000 stock without needing an aggressive multiple.22d ago255K1.2K8666181550.60%
The flying car $TSLA just unveiled is absolutely nuts 🤯 https://t.co/cjFw0K5Jlh7d ago254K2.6K274102641901.26%
JPMorgan sees $IREN becoming a 2,065 MW business generating ~$24B of revenue with 65% EBITDA margins by 2030. Whats really interesting is the pricing assumption because JPMorgan only models ~$13M per MW by FY30 while IREN is already around ~$11M today and management is discussing contracts closer to ~$25M. So if we use the ~$25M on same 2,065 MW base then that would imply $50B+ of revenue before any additional capacity upside.26d ago243K1.5K13466343700.86%
Mark Zuckerberg says $META Muse will be free for “a huge number of tokens” and monetize by taking “a small fee from transactions.” https://t.co/YrLynXcYYJ29d ago242K1.3K7440141850.68%
$RKLB has pushed Neutron’s inaugural launch into 2027 delaying its entry into the medium-lift launch market. https://t.co/pCn5n2J94y8d ago240K1.1K10111851820.61%
$MU says memory and storage will be “much tighter” in fiscal 2027 and 2028 than in 2026 which is an escalation from last quarter’s “tight beyond 2027.” Thats huge since a lot of the $40B+ capex is going into buildings and cleanrooms now while new supply needed to ease the shortage still takes years to arrive.22d ago232K977943920810.52%
$META just launched Meta Enterprise Platform which is new business unit bringing Muse, Meta Business Agent, Muse API and Muse Code directly to businesses and developers. Zuck calls it “the next major pillar of our business” as Meta starts turning its consumer AI stack into a full enterprise platform.24d ago230K606334310300.31%
$MSFT CEO Satya Nadella says Copilot is becoming “a new OS for work” spanning every model, form factor and task. And Microsoft is pulling everything into it with agents, app building, Chat, Cowork and Office now living under one Copilot experience. https://t.co/07MThmLGqnfrozen27d ago229K370283810410.21%
MACRO DATA JUST DROPPED • PCE 3.4% YoY vs. Est. 3.7% • Core PCE 3.0% YoY vs. Est 3.3% • U.S. Q2 GDP +2.2% vs. Est. +1.5% https://t.co/kZeeV1WoyE22d ago224K1.4K1246329700.76%
Jim Cramer was asked about $IREN and he said $CRWV is “the only one that I trust and want to be in” among neoclouds. https://t.co/K5PgASl8Co9d ago221K75553121391130.49%
Looking forward to being told that adding to $ASTS after $SPCX validated the low band thesis is the worst decision of my life 🙃 https://t.co/DrLIVw6V7kfrozen13d ago219K9265611113840.54%
$NVTS is up over 20% after the U.S. Army selected Navitas to develop next generation 10 kV SiC power semiconductors. 10 kV is the most interesting part because it could make solid state transformers practical and let AI data centers convert medium voltage grid power straight to 800V DC. The Army is essentially helping fund hardest manufacturing step while Navitas already sits in $NVDA 800V HVDC roadmap giving a pretty direct path into the next wave of AI power infrastructure.24d ago215K7499231181560.49%
$NVDA APPROVES ANOTHER $150B SHARE BUYBACK 🤯 https://t.co/Z7ZpmmRbJH24d ago215K2.1K1274619371.08%
$DRAM just dropped 5% to ~$44 in last 30 minutes 😳 https://t.co/a7yfAzpdcU5d ago212K1.1K65125271280.69%
$MU says humanoid robots could need 200GB+ of DRAM and multiple terabytes of storage per unit with several physical AI customers already sampling next gen products. Micron says physical AI can become a “significant driver of memory and storage demand by the end of this decade” effectively putting server level memory into millions of machines outside the data center.22d ago212K2.2K28474512851.38%
Neoclouds have been falling off a cliff over the past six months: • $WYFI -69% • $CIFR -61% • $WULF -56% • $IREN -51% • $CORZ -50% • $CLSK -48% • $CRWV -44% • $GLXY -44% • $HUT -39% • $NBIS -31%9d ago208K1.3K8982183000.85%
S&amp;P 500 is now just 0.8% from a record high but plenty of stocks are still down big from their highs this year: • $EOSE -83% • $OKLO -78% • $OPEN -72% • $RGTI -71% • $JOBY -68% • $PL -66% • $KTOS -65% • $AVAV -63% • $APP -58% • $ORCL -56% • $CRWV -56% • $ASTS -54%26d ago207K1.3K13882145400.99%
The neocloud massacre continues 😳 • $CRWV -15% • $NBIS -10% • $IREN -10% • $HUT -9% • $WULF -9% • $WYFI -8% • $CIFR -8% https://t.co/FGkEbUFAu48d ago206K1.5K187141401931.01%
$IREN reportedly signed a cloud deal with Anthropic potentially confirming the identity of the unnamed frontier AI lab management referenced during earnings. While terms remain undisclosed I suspect the agreement covers 50 MW of B300 capacity coming online at Childress this year.11d ago200K1.6K1296234970.98%
$MSFT is flying today past $500 after Microsoft rebuilt Copilot as an “OS for work.” https://t.co/qahXELtrgMfrozen27d ago198K955594310470.56%
Thank you Mr. Altman for making Dots available only on Pro while Muse stays free across $META massive consumer base. That gives Meta a massive head start because agents get stickier as they learn more about you &amp; every month Muse builds those habits makes it harder to replace. https://t.co/T0aZ245fpv23d ago195K1.5K859321600.90%
10 stocks near YTD lows where the stock looks broken but the business isn’t: 1. $APP | AppLovin 2. $SOFI | SoFi 3. $MELI | MercadoLibre 4. $OKLO | Oklo 5. $UBER | Uber 6. $GRAB | Grab 7. $PL | Planet Labs 8. $ONDS | Ondas 9. $NFLX | Netflix 10. $KTOS | Kratos26d ago195K1.7K24484171.1K1.62%
$IRDM STOCKHOLDERS APPROVE $RKLB ACQUISITION https://t.co/INH3fQqynkfrozen28d ago193K1.3K612411860.78%
$SBUX is reportedly exploring a takeover of $CMG in a deal that could create a combined company with ~$50B in annual sales. Wild that Brian Niccol left Chipotle to run Starbucks and could now end up buying the company he used to lead. https://t.co/xVmFmv23wN14d ago193K1.3K90103461130.86%
Elon Musk says $SPCX could exit 2027 with “$500 billion to $1 trillion” in annual recurring revenue. $1T of ARR would be more than $AMZN entire annual revenue. https://t.co/qg7xYokqmS2d ago191K2.1K154148281831.38%
JPMorgan ranks $META Muse #1 on Assistant Benchmark at 9.3 with perfect scores in purchasing, email, routines and connected apps. Those are exactly the tasks that turn an assistant into an agent and Muse responds in ~7 seconds versus ~38 seconds for peers. The scores cluster exactly where money changes hands which is why I still think subs are the easy monetization layer while commerce through $SHOP, $PYPL, $WMT, $CART and Stripe is the much bigger opportunity.26d ago183K1.2K11955253160.94%
Elon basically said on the $SPCX earnings call that it tried to rent outside AI compute to free up its own capacity for training but found no spare $NVDA GB300s, GB200s, older H100s, $GOOGL TPUs or $AMZN Trainium. That's pretty insane coming from one of world's largest AI infrastructure builders because the shortage extends across nearly every major chip architecture. And if SpaceX can't find spare capacity despite its scale and willingness to pay then it's getting much harder to argue we're already in a broad AI compute glut.2d ago181K8779650201160.64%
$SPCX ABSOLUTELY CRUSHED THEIR Q3 EARNINGS • Revenue $14.6B vs Est. $13.0B • EPS $0.35 vs Est. $0.16 • EBITDA $8.8B vs Est. $6.6B • CapEx: $19.6B https://t.co/cdHG96sYV42d ago180K2.1K2257133801.39%
$TSLA has ramped Optimus production nearly 10x to several hundred units a week with managers targeting 1,000+ by year end. The hard part is still scaling the hardware especially the 100+ part hand while V3 units stay internal for training before outside deployment. https://t.co/gfY6CyYh50frozen27d ago177K89489469430.61%
UPDATED FIB LEVELS FOR POPULAR STOCKS AI Compute • $IREN $39 • $NBIS $213 • $CIFR $15 • $CRWV $82 AI Power • $ON $79 • $BE $246 • $NVTS $9 • $VRT $236 AI Connectivity • $AVGO $334 • $ALAB $251 • $CRDO $171 • $MRVL $231 AI Silicon • $NVDA $210 • $TSM $398 • $ASML $1,593 • $MU $844 AI Applications • $PLTR $169 • $NOW $124 • $CRWD $202 • $SNOW $283 Physical AI • $TSLA $353 • $AMZN $231 • $GOOGL $302 • $VPG $76 Space • $RKLB $58 • $ASTS $53 • $PL $16 • $RDW $8 Drones • $ONDS $6 • $AVAV $124 • $KTOS $42 • $MRCY $79 Quantum • $IONQ $32 • $RGTI $13 • $QBTS $16 • $INFQ $13 Nuclear • $OKLO $33 • $UUUU $10 • $GEV $942 • $LEU $123 Photonics • $AAOI $101 • $LITE $731 • $COHR $313 • $AEHR $98 CPU Bottleneck • $AMD $461 • $INTC $101 • $ARM $235 • $AMKR $5419d ago177K1.6K4014241.5K1.99%
The following stocks are now down at least 70% from their highs over the past year: • $EOSE -91% • $OKLO -83% • $TE -78% • $OPEN -78% • $QS -78% • $PL -74% • $RGTI -74% • $NVTS -73% • $JOBY -73% • $CIFR -70% • $ASTS -70% • $AVAV -70% • $KTOS -70% • $QBTS -70%5d ago176K1.3K157109234691.15%
KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $NVDA, $AMD, $PLTR, $MU, $HOOD, $NBIS, $AEHR, $IONQ • Hold: $TSLA, $RKLB, $HIMS, $IREN • Bearish: $AVGO, $ONDS, $CIFR, $OKLO, $ASTS, $OPEN, $SOFI, $AAOI https://t.co/FWm8QgSafr26d ago175K1.6K2465979191.61%
OpenAI reportedly approached $50B in annualized revenue at the end of September which is ~$20B below expectations. https://t.co/Q9jzOjAjmdfrozen14d ago175K449364615280.33%
President Trump is set to make an announcement at 2PM ET Monday. https://t.co/lzfoKrPVAk25d ago174K941658427420.67%
Cathie Wood bought ~$26M of $RKLB today https://t.co/ip6na0YOfK1mo ago174K1.6K8882281081.09%
I added a ton of $RKLB today. https://t.co/198kLlxzhB7d ago169K91831604430.62%
The U.S. government is planning a $4B loan to $VST for nuclear upgrades. Another major wave of capital moving into extending and expanding U.S. nuclear power https://t.co/FIzzoMh38U20d ago169K1.5K11551162441.16%
$META CEO Mark Zuckerberg says he was ready to commit $100B to $200B to AI before seeing the models joking with Alexandr Wang “Alex, are you sure this is gonna work?” Muse Wonder is now first major validation of that bet and Zuck’s thinking is that overspending on AI is far less costly than missing next computing platform entirely. https://t.co/AsUxZbcevA10d ago164K1.0K845282120.84%
$HOOD says 24/7 stock trading is coming soon including weekends. Public markets slowly turning into a casino that never closes. https://t.co/Kc7dIwo0um23d ago164K1.5K8311237631.09%
$META CEO Mark Zuckerberg says major AI firms signed a White House accord committing to internal controls and independent board reviews as they develop superintelligence. He says framework is built around “multiple layers of auditing and controls.” https://t.co/NMfwqaMbzc23d ago161K1.7K12875181471.29%
D.A. Davidson expects $MU to nearly triple to $3,000 saying “If you don’t buy it, they will” as memory stays tight through 2027 and 2028. The interesting part is they see de-specing as bullish because customers cutting memory to ship more systems today can create even more demand later when they try to restore performance. The note basically argues Micron will stop trading like a normal memory cycle and rerate toward ~20x earnings as long-term agreements spread across $AMZN, $MSFT, $GOOGL, $NVDA and $AAPL.15d ago160K1.6K19482262141.34%
$SPCX says new AI compute deployments are generating "a payback of less than a year" with pricing now above $50 per watt That's a pretty strong signal for $NBIS, $CRWV and $IREN as well because customers are clearly willing to pay a premium for AI compute delivered quickly. https://t.co/MfpZCvbIvk2d ago160K8769946241100.72%
$AAOI is adding $BE fuel cells to power its Taiwan expansion because demand for 800G and 1.6T optics is growing faster than the grid can support. The interesting part is this is already a qualified hyperscale line so faster power directly means more transceivers shipped. https://t.co/mZwItisBgY14d ago159K1.2K10932221440.92%
Just Don’t Do It. $NKE https://t.co/KUEsZpoTL9frozen21d ago158K1.1K7814626290.88%
$SPCX CEO Elon Musk nearly said AI before catching himself with “SI… super intelligence” right in front of President Trump. Trump immediately hit him with a “thank you” and a slap on the arm after spending the week pushing the SI rebrand. https://t.co/nPdRKJ9dH223d ago158K1.2K774451270.95%
China is weighing allowing domestic companies to buy $NVDA new RTX Pro 5500 with ByteDance reportedly considering an order of ~1 million chips as local AI demand outruns supply. Nvidia says Chinese chipmakers have seen “unprecedented growth since 2022” so even a partial reopening could give it a path back into a market where its AI share fell from like 95% to nearly zero.25d ago156K1.1K1107521630.86%
$META is expanding its smart glasses lineup with two new styles including an ivory Kylie edition and a new collaboration with BLACKPINK’s Lisa. Meta says it expects to have more than 100 different glasses styles available by year end. https://t.co/9OBQefiqpp29d ago156K3.0K88622161052.57%
Elon Musk says memory shortage will get worse in 2027 before China potentially ramps LPDDR production in 2028 but HBM remains “a tougher hill to climb.” $MU and $SKHY could see pricing power last much longer than market expects with HBM projected to consume ~30% of DRAM wafer capacity next year.6d ago156K1.7K19784202091.39%
My Family Portfolio is down just ~12% from its highs which honestly feels like a major win considering how badly individual growth stocks have been hit. I've still been putting capital to work during this drawdown by adding to some of my highest conviction names this past week: • Doubled my $CBRS position • Increased my $VRT position by ~65% • Increased my $RKLB position by ~50% • Increased my $NBIS position by ~40%5d ago155K861628162560.82%
Elon Musk says AI chips designed for space should "run hot" because raising operating temperatures by 20% in Kelvin could cut radiator mass in half significantly reducing the weight $SPCX needs to launch into orbit. He also argues that trillion-parameter AI models can tolerate occasional radiation-induced bit flips potentially making orbital data centers easier to build without requiring same level of protection as traditional spacecraft electronics.2d ago154K27520263300.23%
If $GOOGL TPUs, $NVDA &amp; $AMD GPUs keep scaling the way I expect then next major spend is everything required to power them from generation &amp; grid equipment to cooling &amp; power delivery inside rack. I just shared a video on my 5 favorite 'AI Power' stocks to play that buildout. https://t.co/blipPEBwVR29d ago153K26929206890.27%
$SPCX says Starship reached orbit for the first time despite an engine issue during flight. Engineers found a workaround that kept the mission alive which is another pretty good example of how quickly SpaceX can adapt in real time. https://t.co/fItShbGn9T24d ago153K89672302210.67%
Cathie Wood bought ~$13M of $CRWV today https://t.co/n2oH4B6gLh8d ago152K1.5K8913745831.22%
$BULL is down nearly 30% after a House panel flagged Webull’s China ties as a national security risk and raised concerns around U.S. investor data. Trust is everything in brokerages which could push more active traders toward $HOOD if scrutiny keeps building. https://t.co/jHcm83f1j115d ago151K6717410041580.62%
$EOSE has lost nearly 80% of its value over the past year 😳 https://t.co/mRMopx6BNZfrozen14d ago150K7224412915840.66%
Gasoline jumped 9.1% in September and accounted for roughly half of the 0.6% CPI increase while rent rose just 0.2% and prices for dairy, meat and medical goods fell. So to me this hot CPI looks more like an energy shock than broad inflation but if higher fuel costs spread into airfares and shipping then the Fed faces a tougher decision at its October meeting with hiring already slowing.8d ago150K610837723900.59%
The OpenAI $50B versus $70B revenue debate is hilarious because real question is how much of every AI dollar OpenAI actually keeps after $MSFT, $AMZN and $GOOGL take their cut. For the AI buildout almost nothing changes because those GPUs, memory, networking and power can shift across Anthropic, $META, $GOOGL, $SPCX and enterprises so aggregate token growth matters way more than one AI lab’s revenue number.frozen14d ago148K703558812740.63%
This morning’s $TSLA Optimus update caught my attention because production ramp looks very similar to what one small-cap sensing name I own in my growth portfolio described in Q2. Management said its first humanoid customer expected production to move from tens of robots per week toward hundreds and eventually thousands which is almost exactly the cadence Tesla is now targeting. The hand is part I’m watching most because Tesla is reportedly still working through touch-sensor durability and developing a replaceable sensing glove which makes reliable force and touch sensing even more important as Optimus scales. Thats why this remains one of my favorite ways to play the 'Physical AI' theme because instead of betting on which humanoid wins I’m getting exposure to a sensing layer that every useful robot ultimately needs.27d ago146K43845366830.42%
SEPTEMBER PPI INFLATION COMES IN RED HOT • PPI 6.3% YoY vs. Est. 5.3% • PPI 1.3% MoM vs. Est. 0.5% • PPI Core 5.0% YoY vs. Est. 4.4% • PPI Core 0.7% MoM vs. Est. 0.3% https://t.co/rvQPVFyPkH7d ago146K912977037570.81%
I JUST INITIATED A BRAND NEW POSITION TODAY $CBRS is the name I bought today because the more I look at where AI infrastructure is heading the more I think inference creates a huge opportunity for companies built around speed and efficiency as hundreds of millions of users and eventually millions of agents start hitting these models constantly. What pulled me into Cerebras is how differently it attacks that opportunity since it has already secured wafer supply from $TSM and keeps model weights in 44 GB of on chip SRAM instead of leaning heavily on HBM which is huge when $MU says memory gets “much tighter” in 2027 and 2028. Agents like $META Muse, OpenAI Dot and Grok Bot only make that advantage more important because one task can trigger dozens of model calls in a row so small latency gains compound quickly as workloads get longer and more autonomous.22d ago146K865736483640.94%
Absolutely wild seeing $AMD up more than 600% over the past 18 months 😳 https://t.co/c9knrjiCabfrozen27d ago144K1.3K495311561.02%
Jensen Huang was awarded the National Medal of Science today which is the highest science honor in the U.S. There is something pretty special about watching son of immigrants reach absolute top of his field and still make his parents part of the story. https://t.co/e5JEgicE7ufrozen14d ago144K4.2K342133291573.37%
$NU and $MELI are surging after Flávio Bolsonaro reportedly finished first in Brazil’s opening round. Both stocks are heavily tied to Brazil so a more business friendly outcome could mean a stronger real and lower rates while also supporting credit growth. https://t.co/suAZILknLW18d ago142K1.2K7831171201.03%
$IREN has by far the most uncontracted power in the group with 2,000 MW (~40% of the ~5.2 GW total) and about double $CIFR at 1,000 MW with $GLXY at 830 MW, $CLSK 585 MW, $MARA 480 MW and $CORZ 274 MW. Approved power is becoming one of the scarcest assets in AI and same megawatt can generate ~5x more revenue as GPU cloud than traditional colocation. That gives IREN a lot more upside if it can keep turning those 2 GW into higher value AI contracts.18d ago139K1.1K11461211781.05%
Neocloud stocks got absolutely crushed in the last month while $NVDA B300 GPU rental rates actually jumped more than 20% over past month. The market is selling $NBIS, $IREN & $CRWV over concerns that GPUs lose value too quickly even as demand for open model inference is pushing rental prices higher.5d ago138K1.3K122108151611.26%
$NBIS trades at 8.1x committed ARR versus 5.1x for $IREN and 2.5x for $CRWV even though CoreWeave has ~$35B committed compared with Nebius at ~$10B and IREN at ~$4B. Essentially the difference is Nebius has only ~250 MW active against 3.5 GW contracted with ~75% of that future capacity on owned sites meaning most of its potential growth is still ahead. Nebius also generates~$13M in revenue per MW versus ~$11M for CoreWeave as inference software expands helping explain the premium alongside CoreWeave’s heavier debt.9d ago138K1.0K847472531.05%
$COHR and $LITE are both up over 10% after a report said U.S. could restrict Chinese optical transceivers starting at 3.2T without touching today’s 800G and 1.6T buildout. That makes ~65% U.S. content workaround really interesting since it could shift more of the next optics cycle toward American laser suppliers.21d ago138K1.0K10935232061.01%
$VST up nearly 6% on reports it could receive $4B from the government to boost nuclear output. https://t.co/mgZ3ssDNB818d ago137K1.5K9745151341.33%
Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates: • $AAOI ~106% • $SKHY ~83% • $LITE ~67% • $ALAB ~65% • $AVGO ~62% • $NVDA ~61% • $MRVL ~56% • $CRDO ~56% • $AMD ~53% • $SNDK ~43% • $COHR ~39% • $TSM ~36% • $MU ~34% • $ANET ~31% • $ARM ~30% • $ASML ~30% • $LRCX ~27% • $AMAT ~25% • $KLAC ~23% • $INTC ~17% • $ON ~12%4d ago136K1.1K20766156411.51%
Every $MU shareholder should have Dec. 9 circled as CHIPS Act related buyback restrictions expire just as quarterly FCF sits near ~$33B today and is estimated to surpass $40B by late 2027. Micron has already said capital returns should increase with a long term goal of returning 100% of excess cash so even a fraction of that cash flow going toward buybacks could become a huge catalyst.18d ago134K1.4K12466102621.35%
$ONDS and $PLTR just launched Regna AI to give governments AI they fully control combining open models, proprietary mission data and Palantir’s operating platform. Alex Karp says “All layers of the stack are owned and controlled by the sovereign institution” so governments can deploy specialized AI without building frontier models themselves. Ondas is the first customer bringing a shared AI layer across its drones, balloons and ground robots even when communications are cut which starts tying its ~19 acquisitions into one autonomous defense platform.10d ago134K972934515800.90%
$AMD is acquiring Fei Fei Li’s World Labs for $8.2B in stock bringing spatial AI and robotics expertise directly in house. Lisa Su says “building the compute platforms for the next generation of AI requires a deep understanding of how models are evolving.” https://t.co/yvHzimzLQZ24d ago134K898682711530.79%
2026 has honestly felt like death by a thousand cuts for growth investors because every time we get through one macro shock another one seems to show up. The Iran war has pushed oil prices and yields higher creating another inflation shock that's making Fed's job even harder while many of the businesses I own continue executing despite their stock prices telling a very different story. I think this is where the emotional tax of long-term investing really shows up because patience feels easy when your stocks are making new highs but it becomes a completely different animal when those same companies are suddenly down 50% or more. The irony to me is that everyone wants to own the company that becomes a 20-year winner but very few people actually want the 20-year ownership experience. Those returns rarely come in a straight line and I think some of my best portfolio decisions are made during periods like this when everything feels uncomfortable but long -term opportunity really hasn't changed.6d ago133K1.2K7295111361.17%
$NVDA is reportedly requiring Samsung, $MU and $SKHY to build the base die for its next-generation custom HBM on $TSM 3nm process. That gives Nvidia more flexibility to shift orders between suppliers as HBM prices rise while putting TSMC in a position to benefit regardless of which memory maker wins the business.4d ago133K1.6K162101231201.55%
$NVDA CEO Jensen Huang says Nvidia “doesn’t need to backstop” $CRWV because its financial strength is improving and cost of capital is “actually decreasing.” I think he's referring to loans backed by GPUs and customer contracts which can get cheaper even as CoreWeave’s unsecured bonds become more expensive helping explain disconnect with bond market.7d ago133K8821044720730.85%
Michael Burry declares the “mother of all crashes is imminent” as stocks keep breaking through all time highs. https://t.co/I4eHZFpnUM16d ago132K6903916417320.71%
$DELL CEO Michael Dell says memory shortage is going to “get worse” next year with ~$95B in AI server backlog and DRAM supply still limiting deliveries. With new memory fabs unlikely to provide meaningful relief until 2029 or 2030, the 2027 oversupply fears weighing on $MU and $SKHY look really disconnected from what customers are actually seeing.6d ago132K1.6K21775282001.62%
Morgan Stanley’s Adam Jonas says “not a single hand went up” when he asked 40 clients who owned $SPCX despite a $300 target. The upside he sees is largely in compute with consensus at ~$17 per watt across 4.1 GW while recent short term contracts are closer to ~$40 so every extra $10 per watt can add ~$41B of revenue without adding capacity. And thats before giving full credit to how launch, Starlink and AI compute reinforce each other so upside comes from how the pieces work together rather than any one business alone.17d ago131K830655020830.80%
The stock market just fell into “extreme fear.” https://t.co/554Af78T9G7d ago131K2.1K18010468781.91%
$INTC CEO says $IONQ was his first quantum investment and he still owns half the position today. His view of the category is even bigger now by saying “quantum can be 10x bigger than AI” and calls the race for leadership a national-security priority. https://t.co/n2uTMyTSp528d ago131K1.1K15030202591.20%
If you told me the Fed had just hiked, the 10-year would be above 5.1%, oil near $100 and another hike was already being priced in then I would’ve assumed the VIX was above 30. Instead it’s sitting at 15 with almost no fear priced in.29d ago130K939349011450.86%
Jim Cramer says he expected $RKLB to fall much harder after Neutron’s launch delay to 2027. Instead he thinks investors are getting a “great opportunity to sell, sell, sell.” https://t.co/Cmu1ox823T7d ago128K732419414440.72%
$EOSE PRELIMINARY Q3 EARNINGS • Revenue: $83M vs. Est. $81M • Gross Margins: -54% (improved from -71% last quarter) • Backlog: $765M (~3.2GWh) • Cash: $344M FY26 Guidance • Revenue: $315M vs. Est. $305M https://t.co/0L5SvR7ydf3d ago128K752534711640.72%
Goldman Sachs just upgraded $CRWV to Buy arguing investors are overestimating future borrowing costs while underestimating returns CoreWeave can generate from its AI infrastructure. With AI capacity still tight and CoreWeave already raising prices 25% in July, Goldman sees returns per megawatt as "biased to the upside" over next two years potentially growing faster than cost of financing its expansion.3d ago128K664537621550.68%
$RKLB IS BUILDING THE FULL SPACE STACK • Power through SolAero solar cells, arrays and batteries • Pointing & Navigation through Sinclair reaction wheels & star trackers • Communications through Rocket Lab radios & Mynaric laser links • Deployment Hardware through Planetary Systems separation systems & dispensers • Software & GNC through Advanced Solutions flight software and guidance • Optical Payloads through GEOST & Optical Support sensors and precision optics • Propulsion through Gauss electric satellite thrusters • Robotics & Mechanisms through Motiv robotic arms, actuators & motion systems Rocket Lab can monetize same mission whether it wins full program or supplies components to whoever does.frozen28d ago127K7441162581160.79%
UPDATED FIB LEVELS FOR POPULAR STOCKS Drones • $ONDS $6 • $AVAV $102 • $KTOS $39 • $MRCY $74 Quantum • $IONQ $30 • $RGTI $11 • $QBTS $10 • $INFQ $8 Nuclear • $OKLO $27 • $UUUU $8 • $GEV $678 • $LEU $107 Photonics • $AAOI $61 • $LITE $765 • $COHR $224 • $AEHR $57 CPU Bottleneck • $AMD $479 • $INTC $75 • $ARM $225 • $AMKR $38 Space • $RKLB $50 • $ASTS $38 • $PL $10 • $RDW $7 AI Compute • $IREN $26 • $NBIS $146 • $CIFR $9 • $DOCN $90 AI Power • $ON $72 • $BE $192 • $NVTS $8 • $VRT $195 AI Connectivity • $AVGO $324 • $ALAB $251 • $CRDO $167 • $MRVL $222 AI Silicon • $NVDA $210 • $TSM $398 • $ASML $1,637 • $MU $849 AI Applications • $PLTR $172 • $NOW $124 • $CRWD $210 • $SNOW $283 Physical AI • $TSLA $353 • $AMZN $231 • $GOOGL $307 • $VPG $605d ago127K1.0K2483129911.79%
10 stocks trading below 20x estimated NTM free cash flow: • $NVDA ~19x • $AVGO ~19x • $RDDT ~17x • $APP ~15x • $UBER ~13x • $SE ~11x • $MELI ~8x • $MU ~7x • $SNDK ~6x • $SKHY ~6x4d ago127K7631026142060.90%
$TSM is reportedly exploring owning and operating a Texas fab for Elon Musk’s Terafab with $SPCX anchoring the capacity through purchase commitments. That would put TSMC directly behind the manufacturing buildout needed to scale Musk’s AI, robotics and space ambitions. https://t.co/0tkl7oOh1619d ago127K2.0K21957231541.95%
$ASTS JUST BROKE BELOW $50 😳 https://t.co/fvGWnCn7Rcfrozen13d ago126K738468311420.73%
Cathie Wood bought ~$17M of $RKLB today https://t.co/nxuDi746rkfrozen21d ago126K1.2K714712581.12%
I've been adding a ton of $NBIS because its ARR could potentially reach ~$51B by 2029 while the entire company trades around a $45B market cap today. That's less than 1x 2029 ARR for a business already reporting ~50% adjusted EBITDA margins in its core AI cloud operations with some capacity deals paying back in under two years. And I think Token Factory could become an even bigger opportunity as production workloads more than tripled in Q2 with open model inference growing giving Nebius a way to earn more from every GPU rather than simply renting out the hardware.5d ago126K1.4K11188132781.51%
$IREN CEO Dan Roberts says "a wider spread barely moves the economics" because customer prepayments of ~50% combined with GPU-backed financing at ~8% have covered 96% to more than 100% of GPU costs on recent deals with paybacks of ~2 years. And with 2026 capacity largely sold out, recent contracts priced at more than double last year's levels and 2027 demand already exceeding available supply several times over Roberts says "signing deals isn't the bottleneck in this market but bringing GPUs online is."3d ago126K1.3K885071051.24%
$ASTS now officially trades under 10x 2028 price to sales while $SPCX is moving to acquire nationwide low band spectrum that AST had also been pursuing. What makes this interesting is SpaceX is validating how scarce D2D spectrum really is while AST already holds long term access to lower mid-band through Ligado. I think folks are too focused on AST losing a potential spectrum deal rather than what its existing spectrum rights could be worth as SpaceX pushes deeper into market. That’s why I still don't think this is a zero sum market and I added more to my position today because I believe there is room for both to win. Time will tell.frozen13d ago125K1.5K12181131621.49%
President Trump personally greeted Xi Jinping at Joint Base Andrews as the Chinese president arrived for a three-day U.S. state visit. It marks Xi’s first U.S. state visit in more than a decade. https://t.co/Ki22TNXQAW29d ago124K1.4K744310451.23%
$ASTS just picked up a huge geopolitical endorsement as the U.S. and Japan specifically named AST and Rakuten in their Technology Prosperity Deal. Japan wants sovereign D2C coverage while U.S. wants trusted American infrastructure across allied networks putting AST directly where both priorities meet.16d ago123K1.2K1133016571.18%
$AVGO CEO Hock Tan warns capital could become AI’s next bottleneck after chips, memory and power saying “a lot of investors have no clue what they're investing in.” And Broadcom is seeing that firsthand as it helps back a ~$60B debt package tied to purchases of its own chips with $GOOGL, $META, $AMZN and $MSFT capex approaching ~$950B annually as industry scales to meet AI demand10d ago123K9217263181310.98%
$ONDS is acquiring Insignito, Ottopia Defense and Caribou Labs for $56M to add drone detection, resilient comms and GPS-denied navigation. CEO Eric Brock says the deals give Ondas “more to sell and more ways to win” as it moves into larger defense programs. https://t.co/w2dHQI3dd629d ago123K72560319370.70%
Jensen Huang says $NVDA Vera Rubin is “in full production” and now takes less than 5 minutes to assemble per node versus 2 hours for Grace Blackwell with zero cables and 100% liquid cooling. That’s over 24x faster assembly which could mean faster deployments and better margins as Nvidia ramps its next generation of AI systems.1d ago123K1.9K17648152241.93%
$MU took nearly a decade to generate $59B in profit then produced $93B in just three quarters of 2026. Calling this generational memory pricing power might actually be underselling whats happening. https://t.co/Mh5CP3ZsEl22d ago123K79358377620.78%
$SPCX is valued at ~$2T versus ~$35B for $RKLB which is ~60x higher despite generating only ~25x revenue with Rocket Lab trading at less than half sales multiple while still growing 62%. I totally understand how SpaceX deserves a premium for Starlink, AI and its launch dominance but Rocket Lab already has a Space Systems business selling satellites and components across the industry which I think the market is absolutely underappreciating. And if Neutron starts flying in 2027 then Rocket Lab becomes an even stronger alternative for both launch and spacecraft which is why I think valuation gap could narrow significantly as execution catches up.7d ago121K1.2K11673131351.28%
Goldman estimates short-term AI compute is fetching $40B to $50B per GW annually across $SPCX, $NBIS and $CRWV nearly double long term rates and ~20x what a powered data center shell earns. What makes this really interesting is Nebius captures both spot and contracted pricing while $IREN locks in longer-term revenue showing how same GW can generate really different returns depending on contract.12d ago121K7538148152330.93%
$CIFR is down over 12% after announcing plans to raise up to $1B in 0% convertible debt to fund Barber Lake and expand its AI data center pipeline. Cipher is essentially using low interest financing to secure more sites with access to power before hyperscaler demand catches up. https://t.co/nRDwgAGXE99d ago120K735488523660.80%
I've been adding to my $ASTS position during this drawdown because rising yields don't change how early we are in building a much larger space economy where satellites become another layer of global telecom infrastructure. AST already has carrier partnerships giving it access to ~3B potential subscribers and those carriers have every reason to support an alternative to Starlink rather than depend entirely on $SPCX for direct-to-phone connectivity. The biggest challenge now is scaling to ~45 satellites and turning those partnerships into paying users but with the stock already in a ~70% drawdown I do think a lot of that production and launch risk is being reflected in valuation.6d ago119K74656284560.75%
The stock market just fell into “extreme fear.” https://t.co/mPntHcFMWf6h ago119K1.7K12114450651.72%
Kalshi just launched oil perpetual futures moving beyond prediction markets into around clock trading as it takes on traditional exchanges like CME. What’s really interesing is that oil headlines could start getting priced on Kalshi before traditional futures markets reopen 🤯 https://t.co/M4XuTAYK2u7d ago119K116421790.13%
$AVGO has agreed to provide Anthropic with up to $42B in financing tied to its AI infrastructure buildout. Broadcom is effectively financing Anthropic to lock in years of high value AI compute demand that could make Anthropic its largest compute customer by 2027. https://t.co/d6S5JV9FEQ21d ago119K1.1K945414901.17%
TOP 5 POSITIONS IN MY GROWTH PORTFOLIO 1. $SITM supplying precision timing chips that keep faster AI networks synchronized 2. $AEHR testing powerful AI chips before they reach deployment 3. $CRDO moving data faster between chips & servers inside AI data centers 4. $RKLB creating a vertically integrated space platform across rockets, satellites, components & defense 5. $FPS delivering customized power equipment faster to get AI data centers online sooner19d ago118K1.0K1424328061.70%
I added more $NBIS shares today because I think they're positioned to become one of the biggest winners in AI infrastructure as agents push inference demand far beyond today's available capacity. What makes Nebius so interesting is its ~3.5 GW of contracted power against only ~250 MW estimated active today with ~75% expected on owned sites and a growing serverless inference business that could generate more revenue per MW. And after this drawdown shares are now trading around 2x projected 2028 ARR which looks really attractive to me with most of that capacity still waiting to come online.8d ago118K1.4K11092102211.55%
President Trump and leaders from $GOOGL, $NVDA, $META, $SPCX, Anthropic and OpenAI just signed a voluntary White House accord for advanced AI safety. The companies agreed to internal controls and outside audits creating a self policing framework that could eventually become law. https://t.co/9ouV7BNKJk22d ago117K23524427160.28%
Cathie Wood just laid out her 2031 bull case for $TSLA at $5,000 per share which would put Tesla at a massive $20T market cap. Her forecast assumes Tesla can scale to 10M robotaxis generating ~$900B in ride-hailing revenue while selling 1.2M Optimus robots for another ~$250B. https://t.co/tVckvDryAm3d ago117K1.1K117178311011.30%
$WDC is down nearly 7% after Toshiba said it will invest ~$380M to double HDD capacity for AI data centers by FY2027. More Toshiba capacity means more competition for Western Digital and $STX in the same AI storage market investors have been pricing for tighter supply. https://t.co/dygslT3kCBfrozen20d ago117K434396222590.52%
$MRVL CEO says it now sees a ~$400B AI market by 2030 which is more than 4x the $94B opportunity it projected for 2028. $GOOGL alone could add ~$18B a year through its six year $120B deal while $NVDA $2B investment gives Marvell another path through GPU side. https://t.co/dr04vTVm2s16d ago116K631632816710.69%
Deutsche Bank upgraded $ASTS to Buy with a $93 price target calling Friday’s 10% selloff “misguided” as $SPCX moves closer to competing directly with mobile carriers. What stands out is Deutsche values AST’s Ligado spectrum rights at ~$19B against a $23B enterprise value implying rest of the business is worth just ~$4B. That leaves a ton of upside if AST secures up to $1B in Japan funding, expands its government business and benefits from carriers moving closer to AST as SpaceX becomes a direct competitor.10d ago115K1.2K1134228511.22%
$RKLB successfully completed its 97th Electron launch. https://t.co/bbV2BNB4bIfrozen27d ago114K1.4K692911251.30%
$MDB is down nearly 20% after getting Zucked as $META just hired away MongoDB CEO CJ Desai. Desai is leaving effective immediately to run Meta Enterprise Platform which makes the move even more painful for MongoDB. https://t.co/SgZe6KLduE24d ago113K36224226250.39%
$IREN up nearly 8% following reports of a multiyear cloud deal with Anthropic. https://t.co/bDruQ8kD5H11d ago113K97169419431.00%
$AVGO already controls ~75% of AI ASIC market with six core customers including $GOOGL, OpenAI and Anthropic which Hock Tan says becomes its largest custom chip client in FY27 as agentic inference drives more workloads toward custom silicon. The part I like most is shipments are expected to double to ~10M in 2027 and reach 24M by 2030 while ASPs rise from ~$10K to ~$18K as chip complexity increases. So if AI revenue really moves above $100B in FY27 then ~20x earnings looks ridiculous for a business still scaling custom compute and the networking around every cluster.19d ago112K8697443201551.03%
$NVDA is reportedly exploring a ~$25B acquisition of Reflection AI with the startup already committed to ~$7.3B of compute through $SPCX and $NBIS. What makes this interesting is Nvidia could own open model layer on top of CUDA keeping more enterprise and sovereign AI workloads running on its hardware as Chinese models gain ground.12d ago112K1.2K1107920801.36%
TOP 3 POSITIONS IN MY GROWTH PORTFOLIO 1. $SITM becoming precision timing layer for faster AI networks as quartz hits its limits with CED revenue up 181% and ~70% of the acquired Renesas timing business tied to data centers and AI where SiTime can now sell entire timing subsystem into a rack. 2 $AEHR providing burn-in infrastructure needed for increasingly power dense AI silicon with record backlog above $100M and recurring WaferPak consumables layered onto a growing installed base. 3. $CRDO building the connectivity layer across AECs, optical DSPs and retimers, with revenue up 157% as the shift to 224G lanes and 1.6T optics drives more content into every AI port.25d ago112K721812644671.16%
Michael Burry has spent nearly 18 years trying to make The Big Short 2 happen. https://t.co/xHwlIhh2zD15d ago112K933121103251811.22%
SEPTEMBER CPI INFLATION COMES IN HOT • CPI 3.7% YoY vs Est. 3.6% • Core CPI 2.6% YoY vs. Est. 2.5% https://t.co/jAuwSUCxha8d ago111K616495215260.68%
October has been absolutely brutal for growth stocks... especially after what we went through in July. While I welcome volatility because it creates opportunities to improve quality of my portfolio and add to secular growth themes where I was previously underexposed the speed of this drawdown has still been painful. But always remember that big gains and painful drawdowns aren't separate experiences because they're both part of owning volatile companies with the potential to generate strong long term returns. For me that means using this drawdown to increase my exposure to Space, AI Power, Physical AI and Drones.8d ago111K1.0K707441541.20%
$LITE CEO Michael Hurlston declares “we can only supply 30% of what we are being asked to supply” as optical demand accelerates in 2027. The shift to CPO and NPO is driving laser demand far beyond capacity with supply unlikely to catch up until 2030. https://t.co/klsuxNfAUxfrozen13d ago111K514472717760.61%
Apparently the difference between gross and net revenue was all it took to turn the entire AI trade red https://t.co/Dm1pDz2l8Pfrozen14d ago110K1.3K949013681.41%
Goldman says $AMZN, $MSFT and $GOOGL only need ~$1T of 2028 to 2030 revenue to earn a 15% ROIC on AI capex. That’s just ~60% of the ~$1.7T backlog already on the books which makes AI buildout look a lot less speculative with even more upside if utilization or pricing moves higher.23d ago110K1.1K13947124591.61%
The AI massacre over past month has been absolutely brutal: • $CIFR -57% • $IREN -48% • $AEHR -47% • $HUT -39% • $CRWV -38% • $NBIS -36% • $CRDO -36% • $ARM -36% • $ALAB -33% • $PENG -32% • $WULF -32% • $AMKR -31% • $INTC -31%6h ago110K1.0K96110211711.28%
SEPTEMBER U.S. JOBS REPORT • Nonfarm Payrolls +29K vs Est. +90K • Unemployment Rate 4.2% vs Est. 4.1% • Avg. Hourly Earnings 3.0% vs. Est. 3.1% https://t.co/mmNERa9czAfrozen20d ago109K517462930250.59%
Who knew a South Korean neocloud valued under $1B could cause this much chaos after Elice plunged 30% on its IPO debut 😳 The neocloud massacre continues: • $IREN -7% • $CIFR -7% • $WYFI -6% • $CRWV -5% • $NBIS -5% https://t.co/6XkwHH2z5y2d ago109K36838609270.46%
Cathie Wood says China may be the biggest hurdle to any $TSLA + $SPCX merger as Elon Musk works both sides of the relationship with Trump and Xi. “He’s working all angles here.” https://t.co/3hbtRlZexw22d ago109K57144475580.66%
$RKLB launch count only grows ~3x by 2030 but launch revenue grows ~5x to $1.3B because Neutron is worth WAY more per flight than Electron. Whats wild is that just 13 Neutron launches at ~$55M each could drive more than half of launch revenue while making up less than a fifth of total flights. If that ramp works then launch alone would exceed company’s entire current revenue run rate while Space Systems builds the satellites Neutron can carry letting Rocket Lab capture both the hardware and the ride.19d ago109K870812815981.00%
Anduril is turning into the $SPCX of defense by investing $3.7B in Arsenal 2 to expand submarine production by ~15%. Its quickly becoming a full defense prime built for a world where whoever can produce autonomous systems fastest wins. https://t.co/cZWb7B3kp816d ago108K1.4K9971131451.55%
Wild seeing my $SPCX position up nearly 50% in two months after initiating when so many people told me I was overpaying. Sometimes the bigger risk is waiting for a great business to look cheap. https://t.co/43XpIo9TsT17d ago108K1.2K64763381.32%
$APP now down more than 60% in 2026 😳 https://t.co/AI6pmedbHOfrozen20d ago108K25018266230.30%
$META up over 40% in the past month 😳 https://t.co/wprm7OLCWCfrozen28d ago108K1.4K807219401.54%
What really pushed me to put capital behind $CBRS was OpenAI putting it underneath a real paid production tier where customers are willing to pay for speed with Cerebras saying it can serve frontier models at ~14x speed and ~750 output tokens per second. That’s huge because it shows latency advantage is valuable enough for one of the largest AI companies in the world to build a real product around it. Then you layer in a relationship that can scale to ~750 MW and more than $20B of potential value alongside around $25B of RPO and suddenly Cerebras has far more forward visibility than you would expect this early in its commercial ramp.21d ago108K27723403630.38%
OpenAI CFO Sarah Friar just accidentally called Dots “Muse” on CNBC while discussing OpenAI’s new personal AI agent competing with $META. Brand differentiation appears to be going well. https://t.co/Da9Ar0LUhK23d ago108K636386014810.77%
HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +625% 2. $MRNA +544% 3. $TWST +495% 4. $AEHR +431% 5. $AXTI +425% 6. $DELL +347% 7. $MU +277% 8. $BE +233% 9. $AAOI +232% 10. $INTC +223% 11. $MRVL +220% 12. $PENG +214% 13. $AMD +196% 14. $LITE +194% 15. $NBIS +190% https://t.co/FrqQnP3VNU17d ago107K8281102382321.12%
Jensen Huang says $NVDA must build “not only the most capable AI but the most trusted AI” as Nvidia launches Open Agent Safety platform with OpenShell and Sentry. OpenShell is free and can run on $ARM and $INTC but independent enforcement layer lives on BlueField 4 which is classic Nvidia because the software standardizes market while the silicon monetizes it. Pair that with Vera as its agentic AI CPU and Nvidia is creating another layer of silicon demand because every agent rack can now use Nvidia CPUs and DPUs alongside the GPUs.24d ago106K20919165210.25%
$MSFT is cutting Copilot pricing by ~40% for large enterprise customers while preparing a new Copilot “super app” that combines coding tools and AI agents. Microsoft is lowering entry price to accelerate adoption while shifting more monetization toward usage as customers lean deeper into AI.1mo ago106K814694620950.98%
Stocks are getting hit today as the U.S. 10-year hits 5.04% which is its highest level since 2007. https://t.co/dXF5Eqcimq29d ago105K9151015915311.06%
Imagine seeing this entire stack and deciding $RKLB lives or dies because Neutron slipped into 2027. https://t.co/1kVZC4wIn08d ago105K1.0K974472271.33%
$MU generated ~$553M in revenue per day last quarter 🤯 https://t.co/ctS5Jyg5PM22d ago105K1.4K884711701.52%
Anthropic says Claude Mythos could bring quantum computing “within reach sooner” after designing circuits that make a critical operation ~17x cheaper. What makes this interesting is AI can now design, test and improve these circuits on its own so that opens the door to faster breakthroughs across quantum computing without waiting for better hardware.6d ago105K99813546201361.28%
OpenAI just announced Dots “remarkably capable always on agents” with their own cloud VM. Altman calls it the “real version of AI that we have always wanted” as personalized agents quickly become next major AI battleground. https://t.co/o9gBWtyDpZ23d ago104K22322216230.28%
$GOOGL is testing Carbon which is a new Gemini model reportedly matching Claude Opus 5.5 in coding as Google continues closing the frontier AI gap. And with Google controlling its own TPUs and cloud infrastructure it has a real advantage in bringing down cost of coding agents as usage scales.12d ago104K1.2K977416541.43%
$AMZN is reportedly blocking Grok bots from placing orders prompting $SPCX CEO Elon Musk to say “maybe we should start a competitor to Amazon.” The interesting part is AI agents can bypass Amazon’s advertising but replicating its warehouses and delivery network is much harder giving Amazon a ton of leverage even if agents become the new way people shop.7d ago103K786659016390.96%
$ASTS just pulled back to its 200-week EMA for the first time in over two years 👀 https://t.co/scbIvLhPiz8d ago103K1.0K64807791.23%
$MU gave us a lot more evidence that memory could get tighter before it gets better with management saying 2027 and 2028 may be more constrained than 2026 even after the huge move in pricing. Whats wild is that Micron still expects revenue to rise as price increases moderate which means growth can shift toward more volume and better mix instead of needing DRAM up high teens and NAND up 30% every quarter. That’s why the story is getting bigger than HBM because HBM actually hasn’t been Micron’s highest margin product yet so 2027 repricing can improve that while AI demand keeps pulling on HBM, server DRAM and enterprise SSDs across entire memory stack.frozen21d ago103K62846387620.76%
$META advertising business is catching up to $GOOGL Search with quarterly revenue now just ~$4B behind. AI helped Meta serve 14% more ads at 12% higher prices by getting better at predicting what people want before they even search. https://t.co/xFdxHNiT7J6d ago103K86010159121101.11%
$GOOGL & $CEG are reportedly nearing a billion-dollar nuclear power deal which would put all four major hyperscalers on Constellation’s book after $MSFT, $META & $AMZN. Wild seeing how existing nuclear capacity is essentially becoming an auction as AI companies compete for power they can actually get this decade.17d ago103K99611642241281.27%
$NVDA is surging after hours as Elon Musk says $SPCX is on track to bring ~200K GB300 GPUs online every month through year-end. That's ~600K GPUs in Q4 from SpaceX alone with another 440K-GPU Vera Rubin cluster planned by mid-2027. https://t.co/RqqJ5lljHN2d ago102K1.4K1518025841.73%
$SPCX just bought the piece Starlink Mobile was missing with nationwide 800 MHz low band spectrum that can reach indoors instead of relying only on satellites overhead. That starts turning Starlink into a real fourth wireless network. https://t.co/VhTScSqQq8frozen14d ago102K894956317421.09%
$META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks that last weeks or months. The more Muse remembers then the harder it becomes to replace while the rowing need to store and process that context creates another demand driver for $MU and $SKHY.10d ago102K1.0K947213861.29%
Morgan Stanley sees data center power demand growing ~9x to nearly 79 GW by 2029. At ~$25M of annual compute revenue per MW, that implies up to $2T of compute revenue and makes entire power stack a picks and shovels opportunity for the AI buildout: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF28d ago102K63011451132681.05%
President Trump wants AI data center developers to pay local communities a “dividend” and bring their own power as local opposition has reportedly stalled over $170B in projects. That could actually favor $GOOGL, $AMZN, $MSFT, $SPCX and $META because paying residents and building on-site power may be far cheaper than delaying billions in AI infrastructure for another year.2d ago102K904884718651.10%
Couldn’t resist adding some more $NBIS today. https://t.co/PfEXHW1OAb6d ago102K82232515420.94%
$RKLB Neutron's cost burden per launch is projected to fall from $130M to just $8M by 2030 as annual launches scale from 1 to 13. At ~$50M per launch that could make Neutron a highly profitable alternative to $SPCX for defense and commercial constellations. https://t.co/ZyGjzNYEYH11d ago102K929975215741.15%
Deutsche sees Muse reaching ~8% of $META revenue by 2030 with agent commerce fees driving ~75% of upside case. What makes that really interesting is the model assumes only ~0.3% of daily users ever pay and gives no credit for Muse completing purchases through $SHOP and Stripe while helping businesses create and spend more on Meta ads. So Muse can monetize the transaction itself while also feeding more dollars back into Meta’s core ad business,which makes the upside MUCH bigger.19d ago101K5546438191420.81%
I added to my $NVTS position today after it faded entire Army announcement because I view the award less as near term fundamentals and more as tech validation plus a funded path into 10 kV SiC. You can now start to see the full Navitas thesis with GaN near the rack, SiC around Nvidia’s 800V architecture and 10 kV SiC moving closer to grid. If AI power keeps getting more semiconductor driven from grid to GPU then Navitas really has a chance to sell into more of every new megawatt instead of winning one isolated socket.23d ago101K430412611420.63%
Neutron slipping into 2027 is obviously disappointing but I would much rather $RKLB lose several months fixing a known manufacturing issue than protect a launch date and increase the risk of losing the vehicle. The details are also much more reassuring than headline because Rocket Lab says problem came from tiny voids forming inside thicker sections of carbon composite dome after redesigning the structure to eliminate joints which makes this look much more like a manufacturing process issue than evidence that underlying Neutron architecture is flawed. I will say that Rocket Lab isn't giving a new launch date until stage one testing finishes in Q1 so realistically I think first flight moves into middle of 2027 and potentially later so that obviously pushes out the biggest near term catalyst but the important distinction is that Rocket Lab doesn't need Neutron revenue tomorrow to survive because Space Systems already represents ~80% of revenue while the company has built a record backlog around $2.4B across satellites, components, spacecraft and government programs. Thats also why I think market and long term investors are going to view this very differently because if your thesis was Neutron launching in Q4 and creating a near term rerating then a several month delay matters a lot but if your thesis is that Rocket Lab can become one of only scaled vertically integrated space infrastructure companies outside $SPCX then a manufacturing delay matters much less as long as engineering problem gets solved and rest of the business keeps executing. It is also worth remembering that SpaceX failed its first three Falcon 1 launches before eventually building one of most valuable private companies in the world but I do fully expect market to punish Rocket Lab because it prices the company quarter by quarter but I'm buying it over next decade.8d ago101K9829266121021.24%
Trump is expected to announce a $200B U.S. investment package from South Korea with 8 nuclear reactors among the projects being pursued. Nuclear is becoming one of the biggest pieces of deal as South Korea backs more U.S. power infrastructure. $CCJ $GEV $LEU $OKLO $SMR $BWXT https://t.co/1gFqCqQG9W22d ago101K99610753221121.28%
$OKLO is down 80% over the past year 😳 https://t.co/n0sAmCKAwA10d ago101K59727979450.77%
$BE could be one of biggest beneficiaries of Elon Musk's comments on $SPCX earnings call that power, cooling and electrical infrastructure are "somewhat of a limiting factor" for scaling AI compute with critical turbine parts facing 12–18 month delays. Thats huge for Bloom since its fuel cells generate power directly at data center without turbine blades or years-long grid connections which could bring billions of dollars of idle GPUs online faster.2d ago100K1.0K11040131691.35%
$META just revealed that its Prometheus supercluster (which trained its new Muse AI models) already runs hundreds of thousands of $NVDA GPUs and is scaling toward roughly 1 million using GB200, GB300 and eventually Vera Rubin systems. And the scale of this infrastructure is pretty insane because Meta needs ~4,900 additional GPUs to support a 32,768-GPU training run through hardware failures. That's on top of millions of optics connecting facilities more than 100 km apart and power swings of ~40% during training showing how Meta's AI expansion is driving demand well beyond GPUs into networking, energy storage and liquid cooling.3d ago100K784724017760.99%
$NVDA CEO Jensen Huang says “I wouldn’t be surprised if the amount of compute necessary to develop these models increases by 10x” as AI evaluation becomes more rigorous. The irony is that making AI safer could end up requiring a ton more compute. https://t.co/9oPk10bK1j29d ago100K465343314490.60%
The neocloud comeback is on after Elon Musk called compute demand “ridiculous” on $SPCX earnings call: • $CRWV +7% • $NBIS +6% • $HUT +5% • $WULF +4% • $CIFR +4% https://t.co/VAAFLEphnx2d ago100K1.1K9156161061.36%
President Trump wants to send every U.S. adult a $5,000 check if Republicans keep Congress. The bond market would absolutely love another $1.2T in spending. https://t.co/SdSzajTz2s19d ago99K491389211130.65%
THE $ONDS OFFICIAL DEEP-DIVE EPISODE JUST DROPPED What I think people are missing with Ondas is that management has spent last 18 months buying its way towards becoming an emerging defense prime spanning counter drone systems, long endurance surveillance, precision strike, ground robotics, manufacturing and the software connecting everything together. That creates a massive opportunity for Ondas but it also makes the stock so difficult to own in 2026 because so much of that growth was acquired and financed through share dilution meaning management now has to prove these businesses can grow organically and become more valuable together than they were separately.3d ago99K596634381540.87%
Zuck eating watermelon like he’s already seen what $META next AI model is capable of 👀 https://t.co/tZlQC9JIrQ11d ago99K44720402380.55%
I added ~60% more $CBRS shares yesterday because I think Cerebras is positioned to become one of biggest winners in AI inference as agents become a much larger part of how people use AI. Over next two years I think speed will become a much bigger advantage as agents make dozens of model calls per task and Cerebras’s on chip memory architecture lets it deliver faster responses without relying on scarce HBM. We're already seeing that advantage turn into real demand with OpenAI using Cerebras for paid inference which gives me even more confidence to keep building my position during this drawdown.9d ago99K668595691931.00%
Elon Musk says $MU has been “reasonable” on future memory pricing while others have been “extortionate” and that customers won’t forget how they were treated. Micron could turn that goodwill into longer contracts and more market share when supply eventually loosens. https://t.co/zUkkGOtJWo9d ago99K1.7K1394811772.05%
A couple months ago when my son was born people told me putting most of his brokerage account in $NVDA was irresponsible. But I didn’t think he’d get many chances in life to build an average below $200. https://t.co/HpHb9NGTqcfrozen20d ago99K1.0K27583351.17%
$AMD CEO Lisa Su says CPU demand could “grow at approximately 50% CAGR” to over $200B by 2030 after raising her forecast three times in nine months as AI agents create entirely new demand for server processors. If AMD captures the 50%+ market share Su is targeting the. EPYC alone could become a $100B+ business by 2030 with $TSM wafer capacity essentially determining how quickly it gets there.10d ago98K1.3K1046516881.60%
Memory revenue is expected to jump to ~$1.5T in 2027 before barely growing to ~$1.6T in 2028 even as Micron says supply gets tighter through 2028. If cleanroom shortages keep supply constrained then those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM and $SNDK on enterprise SSDs as AI storage demand keeps climbing.19d ago98K6697134171020.91%
$PLTR JUST CROSSED $190 😳 https://t.co/7MrxuX3Gnp29d ago98K83655358140.97%
Former $MDB CEO CJ Desai just shared why he jumped ship to join $META and lead Enterprise Platform by saying Meta has a “rare advantage” across models, infrastructure and agents. He's essentially betting that Meta can pair that stack with hundreds of millions of businesses already on its apps as AI reshapes how companies sell, serve customers and operate.24d ago97K32220214330.41%
$NVDA and $MCD now trade at similar valuations. Meanwhile McDonald’s says its U.S. business was “slightly negative” in August and expects that to continue in Q3 while Nvidia is growing 91% with 65% operating margins into the largest infrastructure buildout since the internet. And physical AI has barely started showing up in Nvidia’s numbers.29d ago97K53247555380.70%
Absolutely wild that our latest episode of THE DEEP END podcast is about to break 30K views in its first 24 hours. Brad, Tanner and I went deep on $SOFI and the response has been incredible. Next up we’re doing a full deep dive on $MU. https://t.co/Qt9YVaWVDq29d ago97K104718190.14%
The future is on sale so I went on a shopping spree this morning in my family portfolio loading up on $RKLB, $NBIS, $CBRS and $VRT. I understand why higher Treasury yields are putting pressure on growth stocks but a couple inflation reports doesn't suddenly change how many tokens AI agents will consume or how much inference infrastructure needs to be built or how much power data centers will require how many satellites will be launched. Those opportunities are measured in years and decades while the market is currently repricing them based on an inflation reports that are measured over a single month.7d ago97K910866662271.33%
Apparently AI is an existential threat to humanity. Looks like we might have a little more time 😅 https://t.co/6x6FOG3hv422d ago97K2771429190.34%
$NVDA is trading near its cheapest valuation in a decade. You're paying less than a market multiple for a company guiding to ~70% growth next year with Vera Rubin expected to be its fastest product ramp ever. And that growth is increasingly coming from beyond hyperscalers with ACIE customers growing 25% sequentially versus 13% for hyperscalers giving Nvidia another major source of demand.5d ago97K1.1K1069417991.44%
BofA sees global AI data center capacity growing ~5x to 219 GW by 2030: • $AMZN +42 GW • $GOOGL +27 GW • $MSFT +24 GW • $SPCX +24 GW • $META +18 GW • $ORCL +12 GW • $CRWV +7 GW • $NBIS +5 GW • $IREN +3 GW What’s really interesting is that neoclouds will be accounting for ~40% of new capacity added in 2030.8d ago96K69713555153341.28%
Odds of a Fed rate hike after the October meeting are tanking to just a 31% chance. https://t.co/mvVx2g8jlN22d ago96K470413710190.60%
$AAPL reportedly cut iPhone 18 Pro component orders by 15% to 20% as higher prices weigh on demand. With memory costs pushing iPhone prices higher even Apple is starting to see limits of passing those costs to consumers. https://t.co/STyhtoG5Cvfrozen14d ago96K586566919270.79%
$CBRS just doubled per wafer performance with CS 4 without needing a new chip and says inference can run up to 30x faster than GPUs. Installs also drop from days to hours which could help turn its ~$25B backlog into revenue much faster. https://t.co/G8EMbHGvKG16d ago96K7857929191291.08%
The neocloud massacre continues 😳 • $CRWV -10% • $NBIS -9% • $IREN -8% • $CIFR -8% • $WYFI -8% • $HUT -7% https://t.co/SRkV0xNJWP6d ago96K8476310613411.12%
Can't wait for the market to freak out over $META EPS miss tonight before realizing there's an expected ~$10B attorneys general settlement charge baked into the numbers.1d ago96K58631513290.73%
$TSLA just showed off a new flying car demo offering a glimpse of what Elon Musk has been teasing for years. Musk says production of next-generation Roadster is now planned for 2028. https://t.co/XhHKTl94S17d ago96K837692720501.05%
I added to my $ONDS position again this morning (averaging up on a position I started below $1) because the $PLTR Regna AI announcement is exactly the catalyst I’ve been waiting for. Regna gives Ondas a shared AI brain across its ~19 acquisitions spanning drones, balloons and ground robots even when communications are jammed which starts answering my biggest question of whether these businesses can actually operate as one autonomous defense platform. Palantir also brings its defense relationships and operating platform giving Ondas a stronger path into Pentagon and allied programs while Regna could eventually become a valuable sovereign AI business on its own.10d ago95K834493341221.09%
Jensen Huang says $NVDA “cash generation gives us the capacity” to keep investing while returning capital as the board adds another $150B to its buyback. You don’t authorize roughly a quarter trillion dollars of buybacks if you expect GPU demand or pricing to roll over anytime soon.24d ago95K912773612601.16%
Ben Horowitz says $AMZN CEO told him AI compute is sold out “beyond 2028” as demand continues to outpace available capacity. That tells you how much of AI buildout now depends on getting enough power, cooling and data centers online rather than just securing more $NVDA or $AMD GPUs. It’s also why I think drawdowns in $NBIS, $IREN and $CRWV are overdone because new capacity could find demand quickly while existing GPUs keep generating revenue longer than market expects. https://t.co/nbpGCXUQR15d ago95K8889591171481.31%
President Trump just awarded Elon Musk the National Medal of Science. One of the rarest honors in American science and technology for someone reshaping space, energy and AI through $SPCX and $TSLA. https://t.co/OlbIOnbb2kfrozen14d ago94K1.3K809813441.69%
$CRWV is falling off a cliff today 😳 https://t.co/xEsHyPZCxE8d ago93K691378512210.91%
September 2026 was the month the $META narrative flipped from “behind in AI” to “consumer AI winner.” In just a few weeks Meta launched Muse, took it to No. 1 on the App Store, added 15 small business connectors, launched an enterprise platform under CJ Desai, brought Muse to glasses and opened it to custom hardware.15d ago93K1291516390.19%
$NBIS spot pricing for $NVDA B200 GPUs has more than tripled in the past 7 days. That’s huge heading into year-end because Nebius annualizes December revenue to calculate ARR meaning higher GPU pricing could help beat its $9B target. https://t.co/6Hp0w9usXD3d ago93K893574624771.18%
The latest episode of THE DEEP END just dropped where Brad and I spend an hour on the biggest question around $MU right now which is whether AI memory is actually in a bubble. We break down the cycle from the ground up, why agentic AI could be the next demand leg the market is missing and how long elevated memory demand can realistically last. This was definitely one of my favorite episodes!24d ago93K1017173190.16%
Mark Zuckerberg says “the value of even an H100 at this point is higher than it was last year” as AI compute remains scarce challenging the idea that older $NVDA GPUs quickly lose their value. Thats also why Meta benefits from owning its data centers because it can keep using GPUs long after they're fully depreciated instead of paying cloud providers year after year. The same logic extends to $NBIS, $CRWV and $IREN because if GPUs remain productive longer than expected then they can generate more revenue from the same hardware without needing to replace it as quickly.10d ago93K68968598830.98%
Cathie Wood bought ~$82M of $NVDA today https://t.co/om9il0G7fT23d ago93K1.2K887412361.48%
$PLTR is now less than 10% away from becoming a $500B company 😳 https://t.co/UY8OqMnzmH29d ago92K1.4K72549301.66%
$MU earnings tomorrow have a huge accounting nuance because Q4 has 14 weeks instead of the normal 13. So Q1 guidance could look weaker sequentially simply because it goes back to 13 weeks even if the actual weekly revenue run rate stays strong so I wouldn't overreact to a "softer" guidance number. Thats why I care much more about new SCAs, HBM4 share holding around 20% and whether meaningful new supply is still pushed into 2028.23d ago92K41329362400.56%
$ASTS is projected to grow revenue from ~$166M in 2026 to ~$1.8B by 2028 and ~$5B by 2031 yet trades at just ~13x estimated 2028 EBITDA. Keep in mind $RKLB agreed to acquire more mature $IRDM at ~16x 2026 EBITDA so if BlueBird launches scale and AST starts turning its global carrier partnerships into recurring revenue should cause a pretty big rerating.8d ago92K1.1K9562111431.49%
$RKLB JUST BROKE BELOW $50 😳 https://t.co/mOvNEyBu1N2d ago92K875568616271.15%
I increased my $ONDS position by ~40% this past week because Ukraine and Iran war keep showing how modern warfare is shifting toward cheaper autonomous systems that can operate even when GPS and communications are disrupted. What makes Ondas really interesting is how it has spent past 18 months assembling those capabilities across drone detection and interception, persistent surveillance through ULTRA and World View, ground autonomy and access to larger defense contracts through Mistral. The part I'm most excited about is how $PLTR, Omnisys, DefenseOS and now Regna could bring all these pieces together through a shared software layer allowing Ondas to compete for much larger defense programs.5d ago92K939804761581.34%
$CRWV CEO Michael Intrator told employees he remains “confident” in funding, sales and its ~$99B backlog after raising more than $20B this year. The demand is clearly there but rising yields and interest costs near 25% of revenue are putting pressure on the business. https://t.co/ZLQt7yZOWw8d ago91K730446711581.00%
$META is building AI glasses around the idea that people would rather experience a moment than watch it through their phone. That gives Meta a direct path to owning the camera, personal context and AI assistant without relying on $AAPL ecosystem. https://t.co/qLhnc0Nu2Dfrozen13d ago91K966466911651.27%
$ASTS CEO Abel Avellan says its satellites can tune to ~1,000 MHz of spectrum held by U.S. carriers alongside AST’s own 45 MHz of L band spectrum. The difference is $SPCX is buying spectrum to compete with carriers while AST is using their existing networks to expand coverage. https://t.co/r5tDGZjO7wfrozen13d ago91K1.3K1045215631.73%
$NVDA JUST HIT A NEW ALL-TIME HIGH https://t.co/11S68EYOBRfrozen20d ago91K1.9K1385616252.37%
$MU at ~6x earnings tells you market is still pricing 2026 like peak AI memory and treating Micron like the old cycle despite SCAs and customers asking for more supply than Micron can deliver. That gets harder to justify with HBM shipping across $NVDA, $AMD and custom accelerators while meaningful new capacity doesn't arrive until 2028. That gives Micron a much longer earnings runway than the multiple implies which is why I think anything below 10x earnings still looks too cheap.24d ago91K62139443530.84%
I've been adding quite a bit more $ASTS throughout October. https://t.co/cTH6dMcELafrozen14d ago90K91735665771.22%
$META Q3 EARNINGS • Revenue $64.6B vs Est. $63.4B • EPS $3.83 vs Est. ($5.89) • FCF ($2.1B) vs Est. ($9.7B) • Ad revenue $63.1B (+26% YoY) Q4 Guidance • Revenue $75B vs Est. $74B FY26 Guidance • CapEx $140B vs Est. $138B EPS miss due to charges related to agreement with U.S. State Attorneys General of ~$10B1d ago90K727753716320.98%
$NBIS CEO just pushed back on concerns about weakening AI compute pricing by saying “the prices are still there, demand is still there.” He argues hard part isn’t finding customers but securing GPUs &amp; bringing enough capacity online to meet that demand. https://t.co/QAGCeDUevS2d ago90K8366917101051.15%
Holy moly $OKLO is now down nearly 85% from its peak over the past year 😳 https://t.co/xIBQu1anB13d ago90K58533897460.85%
$TE now approaching its biggest drawdown in 3 years 😳 https://t.co/ydbItWKLnZ9d ago90K53122665640.77%
THE FULL SPACE VALUE CHAIN Really interesting seeing how differently major space companies are positioned across launch, manufacturing, spectrum & services heading into 2028: • $RKLB combines rockets, satellite manufacturing & defense with Iridium global spectrum and 2.55M+ existing subs • $SPCX controls launch, satellite manufacturing & Starlink through its vertically integrated network • $ASTS connects everyday smartphones directly to satellites using large arrays & carrier spectrum • $PL operates Earth observation satellites & sells imagery, data & analytics • $FLY builds launch vehicles, lunar landers & defense systems • $YORK manufactures satellites for Pentagon constellations & defense programs • $RDW supplies spacecraft components, sensors & mission hardware • $BKSY operates imaging satellites & delivers real time geospatial intelligence You can also see below how the bigger opportunity in space is shifting toward owning scarce spectrum, infrastructure and recurring customer relationships.12d ago90K7251314363711.42%
Trump walked Xi over to Marine One and the new White House helipad after their meeting. Trump called it a “great meeting.” https://t.co/fbEyu2JW0Wfrozen28d ago90K65832163130.81%
$GOOGL is sending four TPUs into orbit today on a $SPCX Falcon 9 aboard a $PL satellite marking first real test of Project Suncatcher and Google’s bet on solar powered AI compute in space. Google says it only starts to make sense ~$200/kg by 2035 so falling Starship launch costs are just as important as hardware while SpaceX builds its own orbital compute platform.21d ago89K1.3K1155428701.73%
$SPCX is looking to raise $40B of debt to buy $NVDA chips as it scales AI compute without issuing more stock. If that capacity rents anywhere near ~$50 per watt then SpaceX can use debt to fund another cash generating layer across launch, power, connectivity &amp; compute. https://t.co/ibSLZONFFP16d ago89K1.3K1118521581.72%
$GOOGL says Gemini 4 is already in early post training with an initial release coming soon and the full model expected well before year end. Google is now moving faster on releases as it tries to close the model gap with Anthropic and OpenAI. https://t.co/Zdi3rtnmpu29d ago89K854553810351.11%
Anthropic has reportedly signed ~$585B of compute deals across 14 suppliers spanning $GOOGL TPUs, $AMZN Trainium, $NVDA GPUs, $AMD and CPUs giving it leverage across nearly every major chip architecture. What's really interesting is Google's reported $200B deal runs over five years versus Amazon's $100B over ten putting annual spending at $40B versus $10B and making TPUs a much bigger part of Anthropic's buildout than I would have thought.12d ago89K79110448241591.27%
$SPCX struck a deal with the U.S. Space Force giving it access to Pentagon’s most detailed classified space tracking data. In exchange SpaceX is sharing Stargaze data from ~30,000 Starlink cameras to improve collision tracking across its ~11,000 satellites. https://t.co/7Nuqmp7XRF29d ago89K1.2K1183618701.60%
$PLTR just broke above $210 for the first time ever in overnight trading. https://t.co/TJGwmLXbRJ11d ago89K1.8K1346818432.36%
$NVDA Vera could turn Nvidia into a ~$60B server CPU business by 2028 overtaking $AMD and $INTC as early as next year. The growth is coming from agentic AI as orchestration, tool calls and autonomous workloads push server CPU demand toward ~$150B with Nvidia capturing nearly half of that growth by selling complete AI systems. And it extends beyond Nvidia with $ARM entering merchant CPUs on $2B+ in orders while $DELL and $SMCI could nearly double server revenue as AI agents drive another wave of compute demand.11d ago88K80710053171151.24%
$AMD CEO Lisa Su is heading to Korea to secure HBM4 supply from $SKHY and Samsung as MI450 ramps with 432GB of memory per GPU. That makes HBM supply a big piece of AMD’s 2027 ramp while Samsung’s push for a major AI customer gives Su more leverage on allocation. https://t.co/HFsLaT8vtE15d ago88K1.0K77399631.38%
One of the reasons I've been adding more $NBIS is that Nebius is suppose to have 5 GW of contracted power by end of 2026 but only ~0.6 GW active meaning nearly 90% of that secured capacity has yet to come online. Whats even better is that Nebius already has so much of the power needed for its next phase of growth with active capacity projected to more than triple to 2 GW by 2028 and reach 3.5 GW by 2030 without needing to secure additional power through 2028. And I think bigger opportunity is how much revenue Nebius can generate from every MW as its full stack infrastructure and Token Factory move it beyond simply renting GPUs with older GPU prices already up ~30%, contract values exceeding $20M per MW and some deals paying back in under two years.4d ago88K8657948141781.34%
$IREN just became an official Real Madrid sponsor only four months after its Golden State Warriors jersey deal. The timing is interesting because IREN has already secured 490 MW of power in Spain as it builds out its AI cloud presence across Europe. https://t.co/QtYENtQy7F4d ago88K957567714421.30%
President Trump’s investment account bought up to $25M of $META in August making it the portfolio’s largest purchase of the month. Really interesting seeing Meta emerge as the account’s biggest AI bet during the month. https://t.co/TUqkk8Y2fs14d ago88K832603510491.12%
$NFLX Q3 EARNINGS • Revenue $12.9B vs Est. $12.9B • EPS $0.87 vs Est. $0.82 • FCF $2.9B vs Est. $3.1B Q4 Guidance • Revenue $13.4B vs Est. $13.5B • EPS $0.67 vs Est. $0.73 • Operating Income $3.5B vs Est. $3.7B https://t.co/y29GG4tXlv2d ago88K52854709270.78%
$ASML Q3 EARNINGS • Revenue $13.06B vs Est. $12.95B • EPS $14.50 vs Est. $11.87 • Net Income $5.6B vs. Est. $4.5B • Gross margins 58% vs. Est. 55% FY26 Guidance • Revenue $50B vs Est. $49B • Gross margins 56% vs. Est. 54% Supply plans for 2027 and 2028 still fall short of demand with the company now exploring additional 2028 capacity beyond the 30% increase already announced.9d ago88K773643914291.05%
HOLY $CRDO 👀 https://t.co/8VdMpHUOJX27d ago88K42821271350.58%
$RKLB flying today and back above $75 👀 https://t.co/XHC8oeQGTzfrozen28d ago88K91851165291.16%
Synergy sees neocloud revenue reaching ~$400B by 2031 at a 58% CAGR as cloud providers move beyond GPU rental into software and owned infrastructure. Thats why $NBIS, $IREN and $CRWV have such a massive opportunity right now as more utility-driven AI applications like $META Muse create recurring inference demand that has to land somewhere. The biggest catch is that ~$400B of revenue implies ~18GW of capacity which means power and interconnection could become real limit on how fast this market scales.26d ago87K6136042121160.96%
$NVDA now generates ~$8M of revenue per employee which is up ~7x in three years. Holiday bonuses should be fun this year. https://t.co/bcarA2NwX717d ago86K929554813311.25%
Porsche just unveiled its Mission S concept by previewing a new flagship above the 911 with gasoline and hybrid options while ruling out a fully electric version. Really interesting seeing Porsche double down on combustion just as $TSLA prepares to unveil its electric Roadster with both companies taking very different approaches to future of performance cars.7d ago86K62538575630.92%
$MU CEO says the company “delivered an exceptional quarter” as revenue keeps rising even while pricing gains start to moderate. That means more growth is now coming from bits and mix as AI demand broadens across HBM, server DRAM and enterprise SSDs instead of depending on another huge move in spot pricing.21d ago86K44330346540.66%
$BSP up nearly 50% as Berkshire Hathaway doubles down on Bending Spoons with another $330M on top of its original $600M IPO investment. https://t.co/d3olpgDfvt8d ago85K325172912410.50%
$PLTR JUST HIT A NEW ALL-TIME HIGH https://t.co/yyMqrSFKqEfrozen13d ago85K1.8K1416031292.42%
Well that was quick 😅 $CRWV $NBIS $IREN $CIFR $CLSK $HUT https://t.co/M1y7tQaQCI1d ago85K60430788190.87%
$RKLB CEO Peter Beck says “we’re excited about what we can build together” as Rocket Lab moves one step closer to bringing Iridium into the fold. The deal is expected to close by mid-2027. https://t.co/3hGipkIjoKfrozen28d ago85K8996663231.17%
This photo of $TSLA flying Roadster might genuinely be the photo of the year. https://t.co/q2usjdsUpl1d ago85K3.9K16467141305.07%
$IREN is now on the verge of its worst drawdown in 3 years 😳 https://t.co/wEE4LJY9Lo7d ago85K76836646431.08%
The neoclouds are finally seeing some green: • $NBIS +4% • $IREN +3% • $CIFR +3% • $CRWV +2% • $HUT +2% • $WULF +2% https://t.co/xsoRImwkxu4d ago83K96658868451.39%
$NVDA CEO Jensen Huang says “all of this is going to pass” because AI is still at beginning of transforming nearly every industry. I think that’s what people are overlooking because higher rates are making AI infrastructure more expensive to finance without changing the actual demand for compute.5d ago83K1.3K1388313591.90%
$NBIS CEO Arkady Volozh says “we want to be one of the largest AI clouds in the world” as Nebius targets ~$8B in ARR by year-end. That works out to ~$9M in ARR per MW which gives you an idea of how big Nebius could become as it works toward securing 5 GW of contracted power and bringing that capacity online.2d ago83K1.2K57187881.65%
$AAPL just introduced HomeView which is a $299 smart home display that recognizes up to six people and personalizes Siri while connecting cameras, locks and other home devices. Apple is betting its hardware ecosystem and privacy advantage can keep Siri at center of the home as $META, $GOOGL and $AMZN bring their own AI agents into everyday life.9d ago83K25922455210.42%
Made a few adds to my growth portfolio today with $KTOS, $AVAV and $OSS. All three sit directly in areas where defense spending is accelerating across autonomy, propulsion and directed energy as this starts to look like a multi-year cycle to me. https://t.co/w58eYkgdGk15d ago83K466493932450.97%
$RKLB has held its 21-month EMA through every major pullback since breaking out over two years ago. Shares are now testing that same level again near $61 so I added more to my position today. https://t.co/uNvdFsPMG98d ago82K63839645680.99%
$APP JUST BROKE BACK BELOW $300 https://t.co/KcuSR7dnq122d ago82K26415403310.43%
10 WAYS TO PLAY PENTAGON’S DRONE PUSH The Pentagon just created a permanent autonomous warfare group and is seeking $55B for 2027 as drones become a “true focus of the department.” That spending should flow across everything from drone platforms and components to autonomy, sensors and counter drone systems which puts these 10 names directly in mix: • $DPRO Commander tactical & public safety drones • $RCAT Black Widow short range reconnaissance drones • $UMAC U.S. built motors & components for FPV drones • $KTOS low cost attritable jet drones for autonomous combat • $AXON Dedrone counter drone detection & airspace security • $TDY Black Hornet nano drones & battlefield thermal imaging • $ONDS autonomous drones, ground robots & command software • $MRCY secure processing & RF electronics inside drones & missiles • $AVEX Phoenix Ghost one way attack drones plus unmanned vessels • $AVAV Switchblade loitering munitions plus BlueHalo counter drone systems19d ago82K61612645124961.58%
$EOSE JUST BROKE BELOW $2 😳 https://t.co/KCp7g1O5VQ8d ago82K54535816330.86%
$NVDA CEO Jensen Huang and $AMD CEO Lisa Su are attending President Xi’s state dinner with President Trump tonight. https://t.co/2lPAsbWa4Pfrozen28d ago82K83146356421.17%
Anthropic is set to spend $518B on cloud, computing and infrastructure obligations in the coming years. That spend stretches across TPUs, Trainium, GPUs, memory and even CPUs for agentic workloads pulling demand through nearly the entire AI stack: • Memory: $MU, $SKHY • Cloud & compute: $GOOGL, $AVGO, $AMZN, $NVDA, $AMD, $MSFT • AI infrastructure & capacity: $CIFR, $CRWV, $SPCX, $WULF, $HUT, $AKAM24d ago82K392363410540.64%
$NOK Q3 EARNINGS • Revenue $5.8B vs Est. $5.7B • EPS $0.10 vs Est. $0.07 • Operating Profit $680M vs Est. $497M • Operating Margin: 12% (+220 bps YoY) • AI &amp; Cloud Orders: $1.69B https://t.co/Z1YATQnDzG11h ago82K43923325340.65%
What makes this growth stock selloff so frustrating is that hotter inflation and rising yields are driving most of the pressure even as the companies across Space, AI Power, Robotics and Defense continue making progress. When rates move this aggressively the market starts punishing companies whose earnings are still years away which is why stocks can keep falling even as their businesses benefit from strong secular tailwinds. But this is also where I think the opportunity is getting really interesting because I can build larger positions in companies where my long-term thesis remains intact which brings me to the stocks I've been adding this week and why.8d ago82K45324333850.73%
OpenAI just partnered with $AMZN to run its managed AI agents on AWS infrastructure. That gives AWS a direct way to monetize the agent layer as more enterprise workloads towards long running autonomous tasks. https://t.co/hcNDiOHsaq23d ago81K55855289460.85%
I think we're officially watching the beginning of $SPCX profitability S-curve. https://t.co/DAaybnDgvT2d ago81K1.5K914431072.16%
$AMZN AWS is raising reserved GPU pricing by ~15% across $NVDA B300, B200 &amp; H100 capacity starting next week. Another sign premium AI compute remains supply constrained and a strong readthrough for $NBIS $CRWV $IREN &amp; $DOCN as available capacity keeps getting more valuable. https://t.co/JC5X40DTRQ21d ago81K953816611581.44%
Absolutely wild that $SPCX just added ~26 Tbps of Starlink capacity in one Starship launch and this was less than half a full load. If V3 gets to ~20x the capacity per launch then the question becomes how fast SpaceX can monetize all that bandwidth. https://t.co/KHXcWNpU2024d ago81K53231221170.74%
Barclays’ Dan Levy says $TSLA and $SPCX could announce a merger before the December 6 annual meeting deadline. The logic is that Musk’s ambitions across AI, robotics, chips and satellite connectivity are increasingly converging making a merger make a ton of sense. https://t.co/Cy4WtxOKr18d ago81K1.0K1095615741.61%
Alexandr Wang says $META is “pretty soon” dropping the most capable model it has ever trained. That gives Meta another major model upgrade just as Muse starts scaling across the ecosystem. https://t.co/aEEmqWGNru29d ago81K58632203530.86%
$TE completed its Austin solar cell factory shell, moving closer to a fully domestic solar supply chain. First cells are targeted for Q4 with the real upside coming from 2027 production and tax credits across cells and modules. https://t.co/qqkjBwilTAfrozen14d ago81K74563366601.13%
Jensen Huang says a 1 GW AI factory costs ~$50B but could generate ~$40B in annual revenue meaning every month of deployment delays ~$3.3B in potential revenue. That puts $NVDA new DSX POD into perspective because cutting deployment from 4 months to roughly one month could bring forward over $10B in revenue per GW without needing additional GPUs.1d ago80K714764791081.19%
$GOOGL and $U are launching an AI gaming platform that lets anyone turn a prompt into a playable game and distribute it through Google Play. That gives Unity the distribution layer it was missing as AI opens game creation to far more people while strengthening its position against $APP and creator platforms like $RBLX.15d ago80K498553611710.84%
Wow $AAPL new foldable iPhone Duo sold out within minutes of preorders opening with delivery estimates now pushed nearly two months out to mid-December. Looks like Apple may finally have a reason for people to upgrade their iPhones again. https://t.co/SskHtTxtqf6d ago80K51250499250.80%
UBS sees 2027 as the inflection year for $CBRS with revenue growing ~4x to $3.3B before reaching ~$23B by 2030 with 46% operating margins. The interesting part is Cerebras’s on chip memory advantage becomes way more valuable as AI agents make dozens of model calls per task with CS-5 targeting 10K tokens per second per user in 2027. And with ~$25B in contracted backlog already equivalent to nearly half of projected revenue from 2027 through 2030, shares now trade below 20x 2028 earnings.10d ago80K4655751111430.91%
Funny seeing how many people thought I was averaging down when I said I was adding to $ASTS last week after all the $SPCX FUD going around. Sorry to disappoint but I started building my AST position below $3 so I was averaging up into a winner rather than trying to rescue a losing position. Appreciate everyone’s concern though 😅10d ago80K78720503281.11%
Holy moly $P is up nearly 20% today. At the start of the year I called Everpure the next AI rerating after memory and bought $75 2028 leaps at $20.50. Now the stock now pushing above $130 and those options have officially tripled. My thesis was that once AI runs everywhere then the next constraint becomes how efficiently all that data is fed, stored, retrieved and managed. Thats starting to show up in the numbers with Everpure now guiding FY28 revenue to $7.2B versus $6.2B consensus while Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30.frozen28d ago79K40120416830.69%
Cathie Wood says Falcon 9’s eventual phaseout could create an “incredible opportunity” for $RKLB as SpaceX dedicates more launch capacity to Starship. $SPCX becoming its own largest customer which could leave Neutron as one of the main homes for third party medium lift demand. https://t.co/eAnmUzzwI016d ago79K98584408631.49%
$LMND is now discounting $TSLA FSD miles by 30% on older HW3 cars and 50% on HW4 giving us a great third-party signal that autonomy is actually lowering insured risk. The split is really interesting because Lemonade is effectively pricing newer hardware and software as meaningfully safer giving us a real-world benchmark beyond Tesla’s own safety data.14d ago79K83864525711.30%
$CRWV just turned red after being up nearly 10% earlier this morning 😳 https://t.co/PStYjS5AHg3d ago79K51841856220.85%
$NVDA backed Reflection is preparing an open weight model to rival DeepSeek and Qwen after committing $7B+ to compute across $SPCX and $NBIS through 2029. If it lands then U.S. enterprises get credible domestic open alternative while neoclouds get validation that open-model labs can become real long term customers.18d ago79K883533413851.35%
$NVDA is now worth more than $META, $AMZN and $AMD combined 😳 https://t.co/ev3RBpuqB516d ago79K981795610451.49%
$TSM is up and $INTC down premarket after a report TSMC is exploring helping run Musk’s Terafab fabs in Texas with Musk saying talks are “just discussions but something may come of it.” This does not necessarily push Intel out since Terafab can still be a major 14A customer but it gives Musk more flexibility for $SPCX and $TSLA across both foundries as chip demand scales. This would be a major win for TSMC if Musk provides the anchor demand for a bigger Texas buildout while TSMC monetizes its manufacturing expertise without funding the entire fab itself.17d ago79K57252509330.91%
Elon Musk is calling out India’s richest man and chairman of telecom giant Reliance Mukesh Ambani sarcastically calling him the “real boss of India.” Musk wants $SPCX Starlink to compete in India arguing more competition would bring internet access and opportunity to millions. https://t.co/O32qi2v3Qxfrozen13d ago79K55337753120.86%
$NVDA and $CSCO just introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections. Nvidia is supporting both pluggable and co-packaged optics rather than replacing one with the other giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales.10d ago78K34939335440.60%
$NVDA CEO Jensen Huang just announced planned investments in Agile Robots, Avelios Medical, Mirelo and Reflex Aerospace alongside a new agreement with Germany's government to develop physical AI models. Nvidia is clearly looking to establish its platform across industrial AI. https://t.co/kprDxazR7M3d ago78K992974616921.59%
This is exactly how I think about $SPCX because market is still valuing the business SpaceX has today instead of the platform it is building for tomorrow. $AMZN looked like retail before AWS, Prime and advertising while $TSLA looked like an automaker before energy, autonomy and robotics because the infrastructure came before the monetization. I think launch, Starlink and AI could create same kind of valuation reset in a couple years for SpaceX as new businesses get built on top of that infrastructure which is why I’m hoping to keep building it into a top 5 position in my family portfolio.26d ago78K736703671531.28%
Nasdaq futures are absolutely ripping right now 👀 https://t.co/53gixYdXpp4d ago78K1.1K564811201.53%
$ORCL signed its New Mexico data center lease on “hell-or-high-water” terms meaning rent is locked in whether or not power is secured yet. The site is still working through air permits and pipeline approvals as Oracle pushes ahead with the buildout. https://t.co/1oqBMCMNYCfrozen27d ago78K51637248290.79%
Just realized I've increased my $NBIS position by over 40% in the last 10 days 😅 https://t.co/JG1oRlNjnv1d ago78K80525491451.19%
$ASTS just announced that Europe’s four largest mobile carriers including Deutsche Telekom, Orange, Telefónica and Vodafone are exploring a joint satellite spectrum bid to support direct to phone connectivity across more than 500M subscribers. What makes this really interesting is AST already has European ground infrastructure in place while dedicated satellite spectrum could allow its BlueBird network to deliver more capacity without relying entirely on the carriers existing cellular frequencies. And I think this reinforces why the carriers want AST to succeed because they can expand coverage while keeping control of their customers and data rather than becoming dependent on $SPCX Starlink.3d ago78K1.0K88268581.58%
Markets chose violence to close the week. https://t.co/kbGkgzAI266d ago78K1.2K78828191.80%
$GOOGL launched Gemini Agent which is a universal enterprise agent that completes work across documents, email and business systems while routing each task to most cost effective model. Google is now competing with $MSFT, $META and OpenAI to own front door to enterprise work. https://t.co/WyxzrIbWyt14d ago78K959887517931.59%
$TSLA just confirmed production-quality Optimus robots are coming off its Fremont lines with management calling the process "suitable for a commercial product." The next step is scaling production toward Fremont's planned capacity of 1M robots annually. https://t.co/J5Ynl2MsbQ1d ago77K785865011601.29%
$CBRS down nearly 7% after OpenAI’s annualized revenue was reported closer to $50B which was well below the ~$70B figure circulating in September. The bigger issue is how much of AI stack is being valued off private company metrics that are still noisy and nonstandard. https://t.co/o5uvLOFGzGfrozen14d ago77K45421416270.72%
Everyone is chasing stocks that have already run while $MELI is still trading near its 2021 highs despite revenue growing to a ~$40B annual run rate. What also makes Latin America so interesting is consumers already have smartphones and spending power yet e-commerce in Brazil is still only ~12% of retail while financial services remain underserved. Thats why I think $MELI and $NU have years of growth ahead without needing to expand beyond Latin America because both are building the commerce and financial infrastructure for demand that already exists.10d ago77K27116326560.50%
$IONQ will deploy its Superion 256 as the first on-premise quantum system at $NVDA Accelerated Quantum Research Center. It will connect directly to a GB200 NVL72 through NVQLink and CUDA-Q as Nvidia and IonQ push hybrid quantum-classical computing closer to scale. https://t.co/8OOD2wQdEd29d ago76K60782378491.02%
Last week I shared my 5 favorite AI power names on the FE YouTube channel and $NVTS made the list because it is one of the few pure plays across the full grid to GPU power chain. That means Navitas can benefit at multiple points in the power chain from GaN inside the rack to 800V SiC conversion and now 10 kV SiC closer to the grid. Today the Army selected Navitas to develop 10 kV SiC IGBTs which validates next step of that roadmap with one of the most demanding customers in market.24d ago76K19015143310.33%
5 SMALL-CAP STOCKS POWERING PHYSICAL AI FOR THE NEXT DECADE $NVDA is reportedly discussing another $1B investment in Figure AI because its trying to build the platform every serious robot maker can use and thats how I'm approaching robotics too. Instead of guessing whether $TSLA, Figure or someone else sells the most humanoids, I'm looking underneath the robot at the sensing, perception, edge compute and power layers every machine still needs. Every robot still has to feel, see, process and operate efficiently in the real world which is why I like these 5 small cap suppliers that can sell across multiple manufacturers.15d ago76K195153021050.46%
President Trump says U.S. government could take ownership stakes in OpenAI, Anthropic and other frontier AI companies. That would extend $INTC playbook into AI with the government potentially taking equity in companies it views as strategically important. https://t.co/f5D5rVmAeVfrozen21d ago76K590614213521.00%
$META just launched Muse Wonder with leading performance in complex coding, agent automation and memory. Meta now has a top tier AI model built for personal agents and enterprise work with access to ~3.6B daily users across its apps. https://t.co/hzkDmNVANM10d ago76K38231337380.65%
Jim Cramer says investors “can’t own” $CIFR because it is “losing a ton of money.” He argues the selloff is justified saying “the reason why it’s going down is because it should be going down.” https://t.co/0oNd8Qcxb28d ago76K34622789290.64%
Saturday Night Live had a hilarious take on Anthropic CEO Dario Amodei trying to reassure everyone about the future of AI. Basically Dario assuring us humanity is safe from AI by saying “we do not condone what we are doing.” https://t.co/R1CXTLXlJA25d ago76K37828212700.66%
Jensen Huang stopped by the $NBIS booth at GTC Berlin and said "love Nebius, no tagline needed." Jensen going out of his way to praise Nebius is a good reminder that not every neocloud is the same and $NVDA knows which ones it needs in Europe. https://t.co/Ora6fp2ElD7h ago76K86855345701.36%
Red everywhere. https://t.co/3f8xcyPt028d ago76K974926218181.54%
Cathie Wood bought ~$14M of $CRWV today https://t.co/L7FS6R2b6N7d ago75K593384010270.94%
$AMZN AWS CEO says “We could sell every single GPU” to frontier labs but deliberately reserves capacity for startups With ~40% of AWS sales coming from former startups, allocating compute today is how Amazon builds its next generation of major customers https://t.co/QLktU1048Hfrozen14d ago75K704353010581.12%
Also wild to me that investors want to own the companies building the space economy for the next 20 years but sell $RKLB because Neutron slipped a few months or $ASTS because scaling a satellite constellation takes time despite the tech already being proven and distribution partnerships in place. Love the patience.6d ago75K74556311451.17%
Something big is dropping on the Futurum Equities YouTube channel tomorrow morning... $ONDS https://t.co/87QQobzgBP4d ago75K34428243440.59%
$CIFR has enough near-term Tier 1 power to increase its leased capacity by ~70% which is the highest among $APLD, $WULF, $HUT and $CORZ while its Tier 1 through 3 pipeline could add more than 5x what it leases today. Thats why Cipher stands out because more of its upside comes from power that can be contracted sooner.15d ago75K6486927151291.19%
Anthropic disclosed a compute agreement worth up to $85B with $SPCX through 2029 for $NVDA based AI infrastructure. Thats nearly double the ~$45B cap SpaceX disclosed in May. https://t.co/pFACONoZFO23d ago75K1.2K1145315791.97%
$SPCX Starship just completed its flip maneuver and splashed down “on target” in the Pacific. https://t.co/ihksxnDArO24d ago75K53735172130.81%
AI token pricing is collapsing but usage is exploding as reasoning models and agents consume far more tokens per task. That should drive a ton more AI usage across $GOOGL, $MSFT, $META and $AMZN with $NVDA, $AMD and $AVGO powering compute stack while $MU and $SKHY supply memory behind it.25d ago75K5717865111081.12%
Couldn’t help adding more $NBIS this week after the latest AI FUD especially with the company forecasted to grow revenue ~98% annually through 2030 and $NVDA CTO highlighting Nebius’s early access to Vera Rubin. And when even $META CEO Zuckerberg says older H100s are worth more today because compute remains scarce, I look at Nebius’s estimated ~250 MW active against 3.5 GW contracted and see years of growth still ahead.9d ago74K65542445831.11%
$AMZN is reportedly paying ~$7B for Decart after the AI startup pushed real time video from 26 fps on GPUs to ~101 fps on Trainium. Amazon is effectively buying software expertise to improve Trainium utilization and make its custom silicon more attractive as AI workloads expand across different chip architectures.11d ago74K632566616351.08%
$SOFI tech platform now powers a stablecoin-linked $MA in Mexico letting users spend digital dollars anywhere Mastercard is accepted while merchants receive local currency. The best part is that SoFi gets paid as regulated infrastructure behind other fintech products giving it a second growth engine beyond lending as stablecoins move deeper into everyday payments.14d ago74K741534912341.20%
U.S. stock futures: https://t.co/irzoIwLRME25d ago74K38017222100.58%
The U.S. 10-Year just hit 5.1% for the first time since 2007 which is an obvious headwind because $SOFI still trades like a lender when rates move higher. But the business really is starting to look more like a platform as member growth and product adoption continue to scale. Just yesterday SoFi became first U.S. national bank to go live with stablecoin settlement across $MA network with $25B+ in annual volume expected through SoFiUSD.29d ago74K28528193240.49%
Sam Altman reaffirmed $CBRS as a “close partner pushing the frontiers of speed” with OpenAI but gave no new capacity or model commitments. That keeps Cerebras firmly in premium speed lane while next real unlock is proving that lane can expand beyond a single flagship customer. https://t.co/qdJfhKXFEr20d ago74K43338451460.76%
President Trump is set to award Elon Musk the nation’s highest honor for scientific and technological achievement on Thursday. The recognition comes as Musk’s companies expand across space, AI, energy, robotics and transportation. https://t.co/Xa7GkCspT315d ago74K98365578181.53%
Goldman sees AI infrastructure spending by $AMZN, $META, $GOOGL, $MSFT and $ORCL jumping 50%+ to $1.2T in 2027. That puts focus on monetization because Goldman says they need ~$300B of annual AI revenue to break even while more than a third of that CapEx may be debt funded. https://t.co/HBDsCPylaYfrozen27d ago73K596705311751.10%
$RKLB is absolutely flying right now 👀 https://t.co/LOo65OCfDGfrozen20d ago73K81147427121.25%
$GOOGL says its Willow quantum chip can produce critical quantum resources called “magic states” at 99.99% fidelity while reducing their production cost by ~40x. Really interesting seeing Google make quantum computing more reliable without simply adding more hardware which potentially brings useful quantum computers closer than I expected.7d ago73K859745010601.44%
JPMorgan just gave a $500 price target for $SPCX saying it's "pulling forward more than another year in our model" as its 2027–2028 estimates more than double. The firm now expects SpaceX to reach 10 GW of AI compute by the end of 2027 supporting a ~$400B ARR. https://t.co/1BQ9h5dDPq1d ago73K793944322501.37%
$CBRS is up over 6% after Sam Altman reaffirmed Cerebras as a “close partner pushing the frontiers of speed.” https://t.co/7ND10C4Szu18d ago73K52837327360.88%
The most bullish part of $SPCX earnings was Elon revealing that new AI compute deployments are paying back in under a year while contracts are renewing at higher revenue per watt. His "cheese shop" analogy explains why because when even $NVDA's newest GB300s and older H100s, $GOOGL TPUs and $AMZN Trainium are impossible to rent allowing companies bringing new capacity online have insane pricing power.1d ago73K24731271300.46%
$GOOGL launches Gemini 4 Argon with a 1M token output limit and early reviews putting it ahead of OpenAI and Anthropic on most benchmarks. Google clearly using its full stack to push AI costs lower while still hosting some of the labs it is competing against. https://t.co/9OdBkIoNCd22d ago73K870924112441.46%
$AMZN is rolling out a Claude-powered Seller Assistant that can monitor and act on pricing, inventory, ads and compliance 24/7. Its already live for 90%+ of sellers globally with recommendations accepted over 90% of the time pushing agents into actual marketplace operations. https://t.co/BBPGYqZtgC29d ago72K665484011721.15%
$META is bringing Muse Voice to all of its smart glasses with Zuckerberg highlighting near instant responses. The live demo showed Muse moving from an app on your phone to an always available agent you can talk to through your glasses. https://t.co/9FhpOhokzB29d ago72K46129224810.83%
Think you guys are going to like what’s coming tomorrow… $META https://t.co/LiXx5CbWPE18d ago72K27811170270.46%
President Trump just announced an immediate “ENERGY CEASEFIRE” between Russia and Ukraine, saying both sides have agreed to halt attacks on energy infrastructure. Trump warned both countries “Do not break it!” as the agreement aims to protect critical energy facilities from further strikes.11d ago72K52933832140.92%
$CBRS CEO Andrew Feldman says its OpenAI deployment was so successful at ~800 tokens per second that OpenAI wanted to expand much further but “we just didn’t have the capacity for them.” Thats why OpenAI went with $NVDA for its next rollout showing Cerebras isn’t being held back by demand or chip performance but by how quickly it can bring more data centers. https://t.co/dk02qxheoh7d ago72K36835446690.73%
$NVTS just unveiled a 24 kW power board developed with $NVDA for its MGX ecosystem converting 800V directly to 12V for the next generation of AI racks. Navitas CEO says goal is to “bring power closer to the GPU” by eliminating an entire conversion step that would otherwise waste electricity as heat. Even a 1.5 percentage point efficiency improvement could free up ~15 MW for every GW of AI capacity to power more compute giving Navitas an early position in the power infrastructure Nvidia is building for Vera Rubin.10d ago72K495565811650.96%
$NVDA just announced its Open Agent Safety Platform to tackle one of the biggest problems with agentic AI by controlling what agents can actually do. OpenShell enforces policy in real time while Sentry can “quarantine a suspicious agent in milliseconds.” https://t.co/QSZSS68S5B24d ago71K23120121110.39%
JPMorgan upgraded $CRWV to Overweight with a $125 PT as July pricing rose 25%, short-term compute is pricing at ~3x long-term rates &amp; recent contracts were signed at ~$40M/MW. The firm says “pricing &amp; margins will overwhelm the increase in debt” as CoreWeave scales capacity. https://t.co/0mRvUPj3qE28d ago71K44435147360.75%
$MRVL is up nearly 10% after raising FY28 revenue expectations to $20B from $18B. Marvell is pretty unique because it benefits whether AI spend shifts toward custom chips or stays GPU heavy with $GOOGL and $AMZN on one side and $NVDA plus optical DSPs on connectivity side. https://t.co/bNDLOEEkU016d ago71K66061233621.14%
$APP is really cheap at ~15x earnings while still growing revenue 48% with 77% operating margins but gaming is maturing and the market clearly isn’t pricing in AXON continuing to improve. If you’re a buyer here then you need to believe consumer can scale fast enough to become a meaningful second growth engine.frozen28d ago71K31813272460.57%
$PLTR JUST BROKE ABOVE $200 https://t.co/cado4xRlnJ14d ago71K946672916171.52%
Love seeing my friend PB doing big things 👊🏼25d ago71K1015100250.20%
AI miners have signed ~4.8 GW of leases but delivered only ~720 MW while just ~1 GW of the ~12 GW pipeline is near term Tier-1 power. Most rent starts at delivery so next leg comes down to who can turn capacity on fastest with $WULF, $CIFR and $APLD holding much of the near term power.16d ago71K37741433980.80%
$CRWV is entering India with 240 MW in Navi Mumbai with an option to double to 480 MW and first capacity targeted for mid-2028. That lets CoreWeave lock in power now but choose the GPU generation later while getting exposure to India’s AI buildout. https://t.co/2e8Uy9TlE115d ago70K64747287331.08%
$AMD is building its answer to $NVDA Cosmos by owning World Labs and moving into world models for robotics, autonomy and 3D simulation. The model layer often decides the hardware layer so AMD now gets a shot at winning physical AI developers earlier. https://t.co/l7NUy3oj1y24d ago70K37241254490.70%
Goldman’s note this morning says $CRWV can still generate ~15% unlevered IRRs even assuming its GPUs are worth zero after five years with new long-term contracts starting ~$13M/MW versus ~$10M/MW blended today. They also said the scary 15% unsecured bond yield also overstates the capital stack because Goldman puts CoreWeave’s blended cost of debt closer to 9% with most borrowing secured by GPUs and customer contracts while managed-inference and Omni can lift revenue per MW without requiring equivalent new infrastructure. The catch is obviously efficiency because Goldman’s model implies a roughly 3-year payback versus closer to two years for $IREN and $NBIS.3d ago70K438654941280.97%
$OPEN is down more than 75% over the past year 😳 https://t.co/72OZMhLXIVfrozen14d ago70K37618826210.72%
$MU just outlined plans for custom HBM4E in 2027 followed by 3D-stacked memory directly on AI processors in 2028 with new HBM generations planned nearly every year through 2030. That's a pretty big shift for Micron as memory becomes part of the AI chip itself. https://t.co/Nsri3nXJth1d ago70K7609747171051.46%
$META has officially arrived. https://t.co/r4zPAzaBwo10d ago70K52043443270.91%
Nasdaq just posted its highest daily close in history. https://t.co/8MJAlJD9Gf17d ago70K1.2K93497242.01%
$ASTS and TELUS just completed their first satellite to smartphone test across broadband, voice and text on unmodified phones with commercial service expected within the next year. Canada is almost built for this model because huge areas are uneconomic to cover with towers and every carrier partner gives AST access to an existing customer base without having to build a consumer brand from scratch.17d ago70K1.1K81327441.74%
$ACN up 22% for its biggest one day gain ever after beating on earnings and expanding margins to 15%. Apparently AI was supposed to kill consulting but so far companies are just paying consultants more to explain AI to them 😅 https://t.co/14tSnyomb221d ago70K44637546360.83%
$NVDA CEO Jensen Huang says a memory glut by 2029 is unlikely because "you can always use more of it" which is huge for $MU and $SKHY. Even with China's CXMT ramping production I think the bigger threat remains standard DRAM rather than advanced HBM powering AI GPUs. https://t.co/J6Pov24OVV5h ago70K714624110711.29%
$CRWD just surpassed its 2021 COVID bubble valuation 😳 https://t.co/VBkbSPf46416d ago70K332171812130.56%
$ORCL just launched Fusion Claw with 25 agentic apps across finance, HR, supply chain and sales as its CEO says Oracle is “moving from AI assistance to execution.” Oracle already owns the system of record so if agents replace seats then it can monetize the work itself. https://t.co/VZW0ufYnbJ23d ago70K553443715491.00%
$NVDA is absolutely flying right now 👀 https://t.co/75yFSbOqOx24d ago70K61031334110.99%
Deloitte sees memory capex jumping to $146B by 2027 reaching ~60% of total semiconductor capex. AI spend is clearly moving deeper into HBM, DRAM and SSDs which keeps $MU and $SKHY right in middle of the buildout as supply stays tight into 2029 and potentially 2030. https://t.co/AgVaE6UU1J24d ago70K39856278710.81%
$SPCX says its Mid-South supercomputing footprint now spans 2.5M+ square feet with millions of $NVDA GPUs and more than 2GW of compute. That makes it one of the largest AI training clusters in the world. https://t.co/d3DryY07dWfrozen27d ago70K899102416551.59%
Seeing a lot of fear around $META 5-year credit default swaps hitting an all-time high but I think people are reading way too much into this. Meta is still AA-rated with ~$82B in cash and a massive ads business generating ~$250B annually giving it a much stronger credit profile so the recent spike could have more to do with banks hedging exposure to Meta's massive AI debt financing than actual default risk. Really important not to confuse rising CDS spreads as some type of signal for a weakening business because thats not whats happening here.7h ago69K60343787551.13%
$ONDS showing how its latest acquisitions add sensing, resilient connectivity and GNSS-denied navigation to strengthen its “systems of systems” strategy for autonomous operations. https://t.co/2DmY8060yN29d ago69K44636131480.78%
Rosenblatt initiated $NBIS at Buy with a $304 PT saying Nebius is “well positioned to benefit from massive spending on AI training and inference deployments” while forecasting 98% CAGR through 2030. Nebius has only ~250 MW active today against 3.5 GW contracted so most of the growth is still ahead as that power comes online with 75% expected on fully owned sites giving it more control over timing and margins.15d ago69K89669398571.54%
U.S. stock futures: https://t.co/Zash9pTOgW18d ago69K83353192141.33%
$QCOM will pay Huawei for first time under a patent deal covering 5G, AI, networking, 3D stacking and near packaged optics. Qualcomm securing IP around exact layers where AI scaling is moving next from shrinking transistors to stacking chips and moving data faster between them. https://t.co/2jJP76JyXb17d ago69K30633113200.54%
$CRWD is absolutely flying right now 👀 https://t.co/SswtaYzSfR29d ago69K3042330760.53%
$META Muse started to look different to me once I saw it spreading outside the usual tech crowd and into people who normally don't care about AI at all. My wife studied art and has nothing to do with finance or tech but she now uses Muse every day which is when it clicked for me how quickly Meta can take a product like this into completely different circles across its billions of users.17d ago69K36927233370.66%
$NBIS spot pricing for $NVDA B200 GPUs just jumped 55% since yesterday 😳 https://t.co/ET0aBa6gvW1d ago69K72346396301.22%
$SOFI JUST BROKE BELOW $15 😳 https://t.co/dpInJp7sBI8d ago69K532247413180.96%
$IONQ is acquiring cybersecurity firm Elisity for ~$1.3B deal expanding beyond quantum computing into enterprise security. Elisity controls which devices can communicate across corporate networks giving IonQ an identity and security layer alongside its existing quantum networking capabilities. What makes this really interesting is IonQ could start generating security revenue long before quantum computers reach mass adoption while positioning itself for shift toward post quantum security.10d ago69K601723913551.13%
$CRWV is delivering ~1.3T tokens per $1M on GB200 NVL72 or ~$0.75 per million tokens versus ~ $1.86 across major hyperscalers. That gap helps explain why AI labs are moving more workloads to neoclouds using same $NVDA hardware at a much lower cost per token. https://t.co/kqyeUNvbAD21d ago69K31432276570.63%
$SPCX is having itself a day 👀 https://t.co/VHCAeM9os2frozen20d ago69K1.2K67526241.91%
$NVDA confirms GPT-6 Astra Ultrafast is running on Blackwell with up to 8x faster token generation than Astra Standard. OpenAI is now using its own models to optimize kernels directly for Blackwell improving latency throughput and cost on Nvidia hardware. https://t.co/wyb9qCH1itfrozen21d ago69K57648368251.01%
$NVDA is discussing another $1B investment in Figure AI as the company plans to use ~100K Vera Rubin GPUs through Nscale starting in 2027 which is ~230 MW of GPU power just for robot training. Physical AI adds a second demand curve for Nvidia because training humanoids at scale requires huge data center capacity before chips ever reach the robots.15d ago69K761744610561.38%
$TSM Q3 EARNINGS • Revenue $46.7B vs Est. $44.9B (+41% YoY) • EPS $4.60 vs Est. $4.48 • Gross margin 66% vs Est. 66% • Net income $23.9B vs Est. $23.1B • Advanced nodes (≤7nm) were 79% of wafer revenue Q4 Guidance • Revenue $53.3B vs Est. $49.1B • Gross margin 66% vs Est. 65% • Operating margin 58% vs Est. 57% TSMC expects continued strong demand for advanced chips and a steep ramp in 2nm production during Q4.8d ago68K892854312271.55%
$NVDA is reportedly seeing over $35B in RTX PRO 5500 orders from ByteDance, $BABA and Tencent as Chinese tech giants look to secure AI chips under U.S. export restrictions. Whats wild is that these GPUs use GDDR7 instead of HBM allowing Nvidia to serve China's inference market without taking memory or advanced packaging capacity away from Rubin. And with Chinese demand reportedly exceeding 6M GPUs against just 3M planned for global production in 2027, the opportunity could be massive if export approvals and shipments actually materialize.2d ago68K839806111581.53%
$META Muse Spark and $GOOGL Gemini cost just ~$0.40 per AI task versus $2.34 for Anthropic Opus 5 showing a nearly 6x gap in the cost of intelligence. The advantage for Google and Meta is that they can monetize AI through Cloud, ads and commerce giving them a ton more flexibility to price models aggressively without relying entirely on subscriptions. I also think AI agents will start choosing the cheapest model that gets job done which puts pressure on premium models to justify their pricing while more of AI value shifts toward companies controlling AI infrastructure and distribution.4d ago68K69483698841.37%
Elon Musk says $SPCX will have ~1 million GPUs online next week as another 220K GB300s come online at Colossus 2. From there another 220K are planned for November and potentially 220K more by late December taking xAI to ~1.44 million GPUs by year end. https://t.co/J70u0j8Z5rfrozen28d ago68K981962810591.72%
Edgewater says $APP is entering a “show-me” phase as MAX nears a functional ceiling and competition starts pressuring spreads. The firm is cutting 4Q26 and 2027 estimates as growth normalizes and market share gains become less consistent. https://t.co/78wNQ1k8Y629d ago68K24511356110.45%
$NVDA CEO Jensen Huang says if OpenAI or Anthropic believe their models “aren’t safe” then we have to shut the labs down. https://t.co/bDmW2stPtY29d ago68K58253296601.07%
Holy moly $CRWV just ripped nearly 10% in the last 45 minutes 👀 https://t.co/iYh8JIUUzf2d ago68K46831481080.83%
Used the latest OpenAI “revenue miss” FUD to add more $CBRS today. Nothing about my long term Cerebras inference thesis has changed. https://t.co/JIRRwx9Wk2frozen14d ago68K31519312590.63%
$IREN just created IREN Europe with plans for a 300 MW AI campus in Spain targeting operations in 2028. The move comes as Europe pushes for greater control over its AI infrastructure giving IREN an opportunity to serve customers who want their data and compute managed locally. https://t.co/PopDOQmXUV1d ago67K1.2K103438542.13%
$RKLB was initiated at Buy by Citi with a $105 price target. Citi calls Rocket Lab “one of the only companies on the planet delivering regular commercial access to orbit” pointing to Electron, launch infrastructure and vertical integration. https://t.co/ZQqC1fnL5w21d ago67K945632610361.61%
$IONQ is raising $2B at $40 per share as it continues building out its quantum computing platform. That would bring its cash to ~$4B giving IonQ more firepower to expand beyond quantum computers into manufacturing, networking and security through acquisitions like SkyWater and Elisity.8d ago67K46035469430.88%
$CRWV is modeled to reach ~8 GW of active power and $NBIS ~5 GW by the early 2030s but Nebius is growing capacity ~30x from today versus ~10x for CoreWeave. The really interesting part is that revenue per MW is peaking near $15M around 2029 before falling toward $12M by 2035 as older GPUs are assumed to lose pricing power. If $NVDA is right that GPUs stay “productive, durable, fungible” then back half could be too conservative which is huge when ~$42M of capex per MW makes small changes in pricing or useful life swing payback quickly.18d ago67K48847437941.01%
The neocloud massacre continues 😳 • $NBIS -10% • $IREN -10% • $CIFR -9% • $HUT -9% • $CORZ -8% • $CLSK -8% • $CRWV -8% • $GLXY -7% https://t.co/fkx0MhSWyG7d ago67K582607210441.15%
Goldman says 2027 hyperscaler capex estimates have jumped 66% since the start of 2026 to $1.89T. • $GOOGL $253B → $507B (+100%) • $AMZN $301B → $505B (+68%) • $MSFT $227B → $373B (+64%) • $META $230B → $333B (+45%) • $ORCL $126B → $174B (+38%) Really interesting seeing cloud backed capex ramp the fastest while nearly $1T a year is now flowing into AI picks and shovels even with the 10-year above 5%.23d ago67K5839037191151.26%
$AMZN is investing $100M+ in a new Indiana robotics plant that will help double its robot manufacturing footprint by 2028. Amazon has already deployed 1M+ robots across 300+ sites with robotics now assisting ~75% of customer orders. https://t.co/17wQc2EyGjfrozen28d ago67K77862429441.40%
Apparently even unveiling the world’s first flying car isn’t enough to keep $TSLA in the green. https://t.co/JYf0wf9XzZ6d ago67K76854135771.45%
$MU is now investing in critical minerals processing in New York alongside its planned $250B+ U.S. expansion through 2035. China has restricted key mineral exports before and with over 75% of Micron's 2027 output already committed the challenge is now shifting towards securing materials needed to deliver.2d ago67K941854012621.71%
$META and $MSFT are cutting internal Claude use as AI bills climb with Microsoft slashing per employee budgets from $100K to $10K a month and Meta pushing Muse Code even as Claude spend stays massive. More companies are going to start treating tokens like a real budget which keeps AI usage growing but puts a lot more pressure on OpenAI and Anthropic pricing.17d ago67K45540509380.89%
$IONQ just demonstrated over 1,000 entanglements per second between an ion and quantum memory versus just 1 to 10 for typical remote ion links. What’s wild is the ability to store successful connections instead of restarting them making it way easier to link quantum processors into larger systems.frozen13d ago67K487602814300.93%
$NVDA just crossed $240 for the first time 😏 https://t.co/K2nQWMIr1N16d ago67K1.5K1125612212.60%
$PENG CRUSHED THEIR Q4 EARNINGS • Revenue $567M vs Est. $521M • EPS $1.00 vs Est. $0.77 • Integrated Memory: $341M (+158% YoY) • Gross Margin 29% vs. Est. 26% FY27 Guidance • Revenue $2.43B vs Est. $2.21M • EPS $4.45 vs Est. $3.38 https://t.co/ROAGbaEscz16d ago66K434383410440.84%
UBS sees annual AI rack capacity growing ~4x to 104.5 GW by 2030 while $NVDA still triples to ~51 GW and $AMD nearly triples to ~9 GW even as custom ASICs take share. Really interesting seeing that shift mostly happen by 2028 with ASICs then holding around 43% creating a big opportunity for $AVGO while Nvidia stays near 48% through 2030. And those ASICs are fragmented across $GOOGL TPUs, $AMZN Trainium, $MSFT Maia and $META MTIA while Nvidia sells the full system so its share of AI infrastructure dollars could still run well above its share of deployed gigawatts.18d ago66K5796960161531.32%
$MU finally getting the reaction it deserves https://t.co/xez3TB0ms1frozen21d ago66K1.1K41586181.86%
$ONDS has spent last 18 months buying its way toward becoming a defense prime through ~20 acquisitions while raising ~$2B in equity that pushed its share count from ~100M to over 500M. That's obviously massive dilution but revenue per share has still increased ~12x which is awesome considering how aggressively management has financed its expansion through equity. The question now is whether Ondas can turn all that acquired revenue into organic growth and eventually 20%+ EBITDA margins because that's what will ultimately determine whether the dilution actually created value.2d ago66K45141283520.87%
THE LATEST EPISODE OF THE DEEP END JUST DROPPED I think the market is significantly underestimating $MELI Mercado Pago because its ~88M monthly users and $16B+ credit book are backed by commerce data that lets it understand customers before ever lending them money. You can already see that advantage with customers using both businesses holding ~2x the assets while advertising growing over 60% helps fund the ecosystem. In this episode we break down why Mercado Pago could eventually be worth more than MercadoLibre’s marketplace itself.10d ago66K13512252290.31%
$RKLB is now in its deepest drawdown in 4 years 😳 https://t.co/ZLPSgIvuyY7d ago66K71150475361.28%
$AMZN and $CEG just signed a 20 year power deal adding 190 MW of nuclear capacity at Calvert Cliffs. Another hyperscaler is locking in long term nuclear power as AI pushes electricity demand higher. https://t.co/Ginph9taMZ22d ago66K61866225471.15%
U.S. stock futures: https://t.co/OKC8XyBHWG4d ago66K839415910151.46%
$PLTR just closed above a $500B market cap. https://t.co/0LqzxcAqoyfrozen13d ago66K1.3K543711222.17%
$TSLA just opened its first high-volume Semi factory in Nevada with capacity for 50,000 trucks a year as deliveries begin this week. Tesla Semi is finally entering real volume production with ~500 miles of range, 98% uptime and major fleet orders already lined up. https://t.co/QEtSAsiuhPfrozen27d ago66K1.1K896210341.96%
$MU JUST WENT 🟢 https://t.co/c5sfZKrch97d ago66K1.0K4240391.71%
UBS initiated $CRWV at Buy with a $120 price target citing “outstanding AI compute demand signals” and saying revenue per GW will march higher. The firm also says leverage and credit concerns may be peaking while the stock still trades at just ~3x 2027 revenue. https://t.co/PcxXJHuS5029d ago66K51235349380.96%
Blue Origin says its new upper stage factory could produce up to 150 stages annually as it prepares to scale New Glenn launches. Selfishly rooting for this as an $ASTS shareholder because New Glenn could carry ~8 BlueBirds versus ~3 on $SPCX Falcon 9 and AST isn't even counting on it in its 2026 plan so successful launches could really accelerate its path to 45 satellites. https://t.co/DxjCj9Qpei6d ago65K70244383381.26%
$GOOGL is turning Gemini into a checkout layer with select users in India now able to tap “Buy” and purchase Flipkart products without leaving Google’s AI interface. This is another example of how AI is becoming the front door for commerce. https://t.co/jGm2FKPVrd25d ago65K62640355211.12%
I just initiated a brand new position in my Family Portfolio today in one of my highest conviction themes. What really pulled me in is the moat around its proprietary inference silicon which gives it control of both chip and cloud layer while delivering a speed advantage thats very hard to replicate. I’ll share a video tonight on the FE YouTube channel breaking down which company it is and why I bought it so stay tuned!22d ago65K2669401620.58%
$GOOGL is launching its first Project Suncatcher AI satellite on Oct. 1 with four TPUs onboard to test running Gemini from orbit. Google is already planning more launches in 2027 and studying 80+ satellite fleets that could eventually function as orbital AI data centers. https://t.co/u1cJFkF2Ykfrozen28d ago65K813684713531.53%
New $AAPL CEO John Ternus is reportedly looking to “accelerate product development” by cutting management layers and loosening Apple’s fixed launch calendar. That points to a more engineering-led Apple with faster product cycles and potentially quicker AI hardware. https://t.co/94sjYPv5kI23d ago65K78237354211.35%
$OKLO was selected by DoE to advance Groves 2 Forge after its first reactor reached criticality in under a year with CEO saying “how quickly a new reactor could be built.” Now Oklo is expanding into materials used for cancer treatments opening a new business beyond electricity. https://t.co/F5KVtWeAfU9d ago65K46543486430.93%
JPMorgan sees HBM industry revenue potentially growing ~2.5x in 2027 as ~63% bit growth meets ~54% higher pricing. That gets even more important as HBM’s share of DRAM capacity rises from 19% to 31% by 2028 pulling supply away from conventional DRAM and keeping the broader market tighter. That tightness is already showing up in $MU $150B RPO with $32B of prepayments and ~75% of 2027 bits locked while leaving more of the out years open if shortage lasts through 2028.frozen20d ago65K61753228591.17%
Elon Musk says Terafab will start with conventional chipmaking equipment before developing custom tools for “much higher throughput on wafers.” That puts $ASML and $AMAT in line to benefit from the ~$17B initial buildout as $SPCX and $TSLA work toward securing their own chip supply for robotics and orbital compute.11d ago65K657644910641.31%
$ASTS says intermittent service will begin in key markets before year-end with access to ~100 MHz of U.S. spectrum including 55 MHz from carrier partners and 45 MHz from Ligado. The focus now shifts to getting more BlueBird satellites into orbit as AST targets 5,600 U.S. coverage cells by year-end from ~3,000 today with continuous service planned for 2027.2d ago65K80069289301.45%
Everyone spent the weekend warning about Black Monday and tech futures just opened nearly 1% higher 😅 https://t.co/CvvTv2Ypt14d ago64K61033667121.13%
$GOOGL is taking AI compute to orbit next week by launching TPUs aboard a $SPCX Falcon 9. The mission will test whether AI data centers can eventually operate in space. https://t.co/LoZEfAzmY226d ago64K67958279351.25%
$ON is one of the names I’ve been building in my Family Portfolio 'AI Power' bucket because the move to 800V can take semiconductor content per AI rack from $15K today to more than $115K over time. Thats nearly an 8x content increase before accounting for rack growth with management expecting AI data center revenue to roughly double again in 2027 and potentially exceed $2.5B by 2030. High voltage sidecars don't really ramp until later in 2027 and solid state transformers come after that so I’m building the position before the revenue inflects because all that compute still has to be powered.frozen28d ago64K312232301310.76%
U.S. stock futures: https://t.co/5S2YLhBL5B11d ago64K64737375131.15%
Anthropic reportedly has ~$518B of compute commitments over next decade with ~80% fixed led by $AVGO at ~$161B, $GOOGL at ~$111B and $AMZN at ~$110B. That locks in ~$41B a year of compute spend before usage even starts moving around giving those suppliers a ton of visibility while $SPCX serves as flexible capacity.17d ago64K486763491151.12%
$MU expects revenue to grow sequentially every quarter in FY27 and CFO says Q1 should be “the floor for gross margins” before margins improve through rest of year. Really great to see that even with price increases starting to cool that earnings can keep moving higher as mix and costs do more of the work.22d ago64K32327363310.65%
Great way to end the week. https://t.co/vzHAjTvrd5frozen13d ago64K1.1K71569161.95%
$MSFT IS NOW OFFICIALLY A $4 TRILLION COMPANY https://t.co/0uEo3YMRAb10d ago64K1.0K673810171.82%
$META Muse is reportedly coming to Windows adding the PC to phones, web, WhatsApp and soon glasses as Meta keeps extending the same agent across every surface people use. The more surfaces Muse reaches the more context it can carry with you while $MSFT letting it sit beside Copilot shows Windows is becoming neutral ground for competing agents.15d ago64K57453368361.11%
Elon Musk says “~90% of $SPCX revenue this year will be commercial” with government revenue falling below 5% in Q4. Starlink has changed the mix so much that SpaceX really looks more like a connectivity platform rather than a government launch business. https://t.co/zPnkkFeCTYfrozen20d ago64K87577389281.61%
$OUST is my picks-and-shovels way to own Physical AI, selling 3D perception into warehouses, logistics and autonomous systems without needing to guess whether $TSLA, $CCXI, Figure or any other robot maker wins. Safe perception is what lets robots scale reliably and Ouster wins as that happens regardless of which manufacturer leads the market. You can already see that starting to happen with Q2 revenue up 56% to ~$55M across 17,000+ lidar and camera sensors at ~$3,200 per unit on average while Stereolabs broadens stack beyond lidar alone.frozen14d ago64K31526221870.71%
$GOOGL just put its AI chips into orbit for the first time, with $PL carrying four Trillium TPUs aboard a $SPCX launch for Project Suncatcher. Space is becoming another place to scale AI compute. https://t.co/vz1SOqTsgUfrozen21d ago64K60862307301.15%
$RKLB turned a farm paddock in New Zealand into one of the busiest launch sites on Earth. Nearly 100 launches later that “crazy idea” has helped make New Zealand one of the world’s busiest launch countries. https://t.co/Lf0LSmP3n125d ago64K66237155251.17%
Jensen Huang says $NVDA and $SPCX engineers are working on “a new type of server” for AI data centers in space that could also work on Earth. Jensen also compared Elon to $GOOGL because he trains AI models, runs Grok and rents out compute and now Nvidia is helping design the infrastructure that SpaceX could eventually take into orbit using its reusable rockets.7d ago64K704705310521.39%
$OSS is one of the smallest companies in my 'Physical AI' basket and I’ve been adding because it builds rugged AI computing systems for defense platforms where traditional data center hardware cannot operate. As drones, military vehicles and autonomous systems process more sensor data locally that's where OSS comes in by providing the high-performance compute needed for real time AI without relying on cloud. What I also like is once OSS hardware gets designed into a military platform then replacing it becomes much harder creating a potentially sticky revenue opportunity as defense spending shifts toward autonomy across air, land and sea.12d ago64K310352151270.78%
Anthropic is in talks to lease up to 1GW from Stream Data Centers in a ~$40B buildout using mostly $GOOGL TPUs and $NVDA GPUs. That would give Anthropic even more control over its compute stack after signing ~$531B of compute agreements in just 11 months. https://t.co/Mii6aACGwH29d ago64K58262389441.15%
$QURE is down ~70% after its Huntington’s gene therapy showed slower disease progression at 48 months but failed to reach statistical significance. Another function test still looked better but missing data and serious brain inflammation in 17% of high dose patients made the update much harder to trust.23d ago64K16813167250.36%
$MSFT, $AMZN, $GOOGL and $ORCL to their executive teams after watching $META poach former $MDB CEO CJ Desai and realizing Zuck may be running the AI talent playbook again but this time on enterprise software. https://t.co/6GotJv7m3v24d ago64K18514120170.36%
$GOOGL is investing at least $15B in Finland over the next two years as it ramps up AI infrastructure. Google called it its “largest single investment in Europe” as Finland plans to grow its data center footprint from 50 facilities to 75. https://t.co/7J8X0FNTEc24d ago64K47735277180.89%
$NBIS having itself a day and trading back above $250. The panic over the $122M COO sale lasted exactly as long as it took to read the 10b5-1 plan date. https://t.co/4scOdfHk4U16d ago64K78929313231.38%
$TE JUST BROKE BELOW $3 😳 https://t.co/8akHTyTufM8d ago64K44727431200.85%
Really excited to share that THE DEEP END podcast just crossed 100K views across our first 8 episodes!! Brad and I have gone deep on: • Episode #1 $CRWD • Episode #2 $APP • Episode #3 $ZS • Episode #4 $NVDA • Episode #5 $IREN • Episode #6 $NBIS • Episode #7 $SOFI • Episode #8 $MU Pretty wild to see this kind of momentum only two months in and seriously appreciate everyone who has watched, shared and supported the show so far~ Episode #9 drops Monday and the only hint I’ll give is that we’re covering the biggest position in my family portfolio 😏19d ago63K18119200610.44%
$SMCI PRELIMINARY Q1 EARNINGS • Revenue $19.1B vs Est. $15.2B • Gross Margin 12% vs. Est. 11% https://t.co/9ohA1h0Ugh2d ago63K67950377341.27%
$VST up nearly 10% is the reaction I was looking for after the DoE announced up to $4.2B in financing to upgrade its nuclear plants in Pennsylvania and Ohio. The plan preserves nearly 4 GW of existing generation while adding another 433 MW of capacity. https://t.co/yP1n7mWppV16d ago63K74765313421.40%
$AMD CEO Lisa Su says compute demand is still running ahead of supply &amp; AMD could “definitely use more” capacity even after boosting supply this year. AMD plans to “substantially increase” supply in 2027 as $TSM adds capacity &amp; memory remains constrained across the industry. https://t.co/qlHxJijsHk16d ago63K88258275261.58%
BNP upgraded $NBIS to Outperform and raised its PT to $399 as it models ~$22B+ of exit 2027 ARR with new AI cloud pricing moving toward ~$40M/MW. With $META and $MSFT largely ramped by early 2027, BNP points to a “sharp reset higher in the economics of incremental capacity” as $NVDA Vera Rubin adding another leg of upside.frozen28d ago63K625584310451.24%
$TSM reported $16.1B of September revenue which is up 55% YoY and has now generated more revenue in nine months of 2026 than in all of 2025. September was supposed to fall ~10% but slipped just 0.6% as AI demand absorbed seasonal slowdown. https://t.co/qvyLNYhNBi15d ago63K58067289271.13%
$TSLA Q3 2026 NUMBERS • Total Deliveries: 487K vs. Est. 464K • Model 3/Y Production: 457K vs. Est. 481K • Model 3/Y Deliveries: 478K vs. Est. 462K • Other Models Deliveries: 7.0K vs. Est. 9.7K Tesla also says that they deployed 13.7GWh of energy storage in Q3 2026. https://t.co/eiBHei2bDXfrozen20d ago63K65859338251.24%
$SPCX just launched USSF-385 on B1100 which is the 100th Falcon 9 Block 5 booster SpaceX has built. The mission is carrying a classified Space Force payload but the thick fog at Vandenberg made the launch clip look incredible. https://t.co/xLSURuoXmr26d ago63K67547143151.20%
Horizon 1 already earned $NVDA Exemplar Cloud status proving $IREN can run GB300 NVL72 at production scale. Now the focus is repeating that across another ~150 MW for $MSFT in Q4 which makes the ramp feel much more proven. https://t.co/xL035kFndDfrozen14d ago63K50938415210.98%
$10K invested in $NKE four years ago is worth a little over $2K today. Impressive way to miss the AI boom entirely. https://t.co/bqBEhFIfUIfrozen21d ago63K3891769170.77%
$AMZN is absolutely flying right now 👀 https://t.co/DVPkBgmqhi3d ago63K95751345161.69%
$NOW just launched Flow which is an AI native service desk that brings IT agents directly into $CRM Slack and $MSFT Teams with no infrastructure required. You can see where ServiceNow’s moat starts to show up in AI with management saying its “meeting companies where their employees work every day” rather than making them build agents in house.21d ago63K37920245360.74%
$ONDS has booked $270M of orders since June 30 including $165M+ in just six weeks which is equal to ~70% of full year revenue guidance. The quality is improving too with IonStrike gaining U.S. defense traction, ULTRA moving through validation and the $56M European ESAD award showing acquisition spree is starting to turn into real demand.15d ago63K707482510391.32%
$ORCL signed a $7B AI compute deal with Tencent covering ~10OK advanced chips across its Southeast Asia data centers. Also really interest seeing Tencent paying ~30% upfront as it locks in compute early for model training and agents across WeChat and its enterprise products. https://t.co/Cf02ScYimh22d ago63K580493010421.14%
$SPCX CEO Elon Musk says every 5 GW of new AI power could add ~1% to U.S. GDP as “intelligence per watt keeps increasing.” $NVDA CEO Jensen Huang says each GW could generate ~$50B a year making power one of AI’s most valuable inputs. https://t.co/xkHNHRkJ8A23d ago63K52152289991.13%
$NOK just introduced the first 16-port fiber card supporting speeds ~50G on every port powered by its own Quillion chip with ~4x lower upstream latency. Operators can now upgrade speeds without replacing hardware keeping them on Nokia’s platform longer while its in-house silicon supports margins and broader AI optical networking push.10d ago62K472522410460.97%
$MU now has 26 SCAs (up from 16 last quarter) covering over 35% of revenue through 2030 with $32B of commitments mostly in cash deposits. That kind of visibility makes 6x earnings commodity multiple the market is assigning look completely disconnected from the business Micron is becoming.22d ago62K34322363240.69%
$META Muse is partnering with $CART so users can turn something as simple as “Taco Tuesday” into a ready-to-checkout grocery cart. That gives Muse another everyday action layer where the agent moves towards actually getting the shopping done. https://t.co/x85YRh1Y9y1mo ago62K62735258231.15%
Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. That gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN. https://t.co/SES1qUWn8L8d ago62K40650256230.82%
A lot of growth stocks are getting seriously oversold on the daily RSI right now and could be due for a bounce: • $RKLB ~29 • $AAOI ~29 • $OPEN ~29 • $VRT ~28 • $ASTS ~28 • $AEHR ~28 • $OKLO ~28 • $CRWV ~27 • $AMAT ~26 • $IREN ~25 • $EOSE ~23 • $TE ~23 • $CIFR ~214h ago62K474343421111.05%
HOLY $CRDO 👀 https://t.co/7eYNsWzEBNfrozen20d ago62K37416161220.69%
$QCOM just won a jury verdict in its licensing dispute with $ARM with a 5-year royalty clause potentially worth ~$1.5B still awaiting judge’s decision. Qualcomm is one of Arm’s biggest customers so the outcome could shape future licensing agreements as Arm expands beyond chip designs into selling its own silicon.9d ago62K33335266180.67%
$GOOGL and $NVDA just launched Vera Rubin-powered A5X AI instances with plans to scale Google Cloud's infrastructure to as many as 960K GPUs. Thats awesome for Nvidia considering Google already has one of most advanced custom TPU programs in the world and is still expanding its GPU capacity this aggressively.1d ago62K541732512301.10%
This next episode of THE DEEP END is going to be a big one… $MU https://t.co/L9jzk87FgM26d ago62K175780290.35%
Elon Musk says blaming difficulty of bringing massive AI compute online on a "lack of electricity" is an oversimplification because power, memory, networking, cooling and construction all need to come together. Real advantage is shifting toward companies that can actually deliver working compute rather than just announce more data centers.2d ago62K49046359501.02%
China may be closing the AI model gap but the U.S. still leads the stack with $NVDA compute, $MU memory, $AVGO networking and $VRT power. We’re so far ahead because replicating the infrastructure needed to deploy intelligence at scale is far harder. https://t.co/wp9QXwKSRP17d ago62K31215352290.64%
$NOW is ripping past $150 right now 😳 https://t.co/D22sx4zCYq6d ago62K5663252591.08%
Elon Musk declares $SPCX has acquired “the last critical piece of the spectrum puzzle” with nationwide 800 MHz spectrum for Starlink Mobile. The new spectrum improves indoor coverage and helps push Starlink closer to complete phone coverage across America. https://t.co/yQpXPKWT7Sfrozen14d ago61K53049362261.05%
The stock market has fallen back into “fear.” https://t.co/qb1tKUEuW88d ago61K1.1K936420402.19%
Canaccord raised its $META price target to $950 as Muse passed 2.5M downloads in two weeks &amp; expands across glasses, Mac &amp; dedicated hardware. The firm sees that distribution creating multiple AI monetization paths through subs &amp; what Zuck calls “a small fee from transactions.” https://t.co/oyZQ2iioMvfrozen27d ago61K751485511361.47%
$AMD JUST HIT A NEW ALL-TIME HIGH https://t.co/X6Y15gS5Aq16d ago61K1.1K59437111.96%
$UBER is acquiring ezCater for $2.3B in cash adding 140,000 restaurant partners and more than $2.5B in annual gross bookings. Uber moving deeper into enterprise food spend where $400+ average orders and high teens growth give Eats a more profitable demand pool. https://t.co/uOZdTA0rLI16d ago61K42830195180.81%
HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $MRNA +639% 2. $SNDK +447% 3. $TWST +319% 4. $DELL +259% 5. $AXTI +215% 6. $MU +208% 7. $AEHR +200% 8. $PENG +192% 9. $MRVL +168% 10. $BE +155% 11. $AMD +147% 12. $INTC +143% 13. $LITE +124% 14. $OSCR +122% 15. $AAOI +117% https://t.co/Ao7yRdwLUf4d ago61K441643351081.06%
$AMZN is rebuilding AWS around AI agents with its CEO saying “there are new building blocks that agents are gonna want that we didn’t need before.” That creates more demand for AWS serverless compute &amp; Graviton CPUs as agents spin up workloads in seconds https://t.co/0bhaOB2CM711d ago61K47836467501.01%
$CIFR just doubled Barber Lake’s contracted life from 10 to 20 years taking total contracted revenue to more than $9B. A binding 10 year follow on commitment from an AI lab adds ~$5.2B of incremental revenue as capacity comes online from Q4 2026 through Q1 2027. https://t.co/4PZJ7519LGfrozen27d ago61K47846297210.95%
$MU confirmed HBM has been lower margin than conventional DRAM this cycle but most 2027 supply is now locked at much higher prices as that margin gap closes. That pricing power is arriving as Micron moves deeper into $NVDA roadmap with NVHBM which it calls “industry’s first custom HBM4E implementation” for next-gen GPUs and NVLink Fusion.22d ago61K63044295371.22%
$META just launched Muse for Small Business calling it “one of most important products we've built for the era of personal superintelligence.” Meta can put Muse in front of ~200M businesses already on its apps and tie it directly into commerce and ads. https://t.co/X2rlqYiBin23d ago61K56141284601.13%
$NVDA CTO Michael Kagan just spotlighted $NBIS for 15 minute node repair, early GB300 access and its move toward Vera Rubin calling what Nebius has built “worth paying attention to.” Nebius also buys full Nvidia stack while hyperscalers keep pushing their own chips making neoclouds a really important customer base for Nvidia. Kagan also highlighted its “genuine bet on serverless inference” as Nebius moves beyond GPU rental toward a stickier platform with more software value.15d ago61K63762337431.28%
$ASTS is absolutely flying right now 👀 https://t.co/rX4fAmTvew16d ago61K60729253171.12%
Mark Zuckerberg says his AI agent took him from ordering Instacart “twice a year” to “twice a week” which is ~50x more often just by making shopping easier. Thats what makes agent commerce so interesting because removing effort of buying things could dramatically increase how often people shop rather than just shifting existing purchases online. And as personal agents start communicating directly with business agents, $META could own both sides of the interaction while $AMZN and $MELI benefit from more transactions flowing through their platforms.10d ago61K458345111390.98%
Thank you Mr. Market for another chance to add more $RKLB below $50. https://t.co/t1dX84klLw2d ago60K52811352281.00%
THE LATEST EPISODE OF THE DEEP END JUST DROPPED $META is getting much bigger than just ad-pricing and engagement because cash machine is now funding frontier models, personal agents, enterprise software, compute and potentially next consumer platform all at once. Muse Spark is the first real product output from that spending and a big shift from Llama with Meta now keeping more of the intelligence inside its own ecosystem instead of open sourcing every important layer. If Muse becomes where people express intent across WhatsApp, Instagram and glasses while Business Agents sit on the merchant side then Meta can own both sides of the interaction and monetize far more than just the ad itself. This is a $5T company in the making.17d ago60K23919202310.52%
Morgan Stanley reinstated $NVDA as its top semiconductor pick saying agentic AI should become an “even bigger GPU demand driver.” The firm expects Rubin to reach an $80B run rate by October as power constraints make Nvidia’s compute per GW advantage increasingly valuable. https://t.co/MDgCKfdmUnfrozen20d ago60K87379319341.70%
$NVDA says Anthropic has now contracted 2.6 GW of Nvidia AI infrastructure shipping through 2028 even though Anthropic has long leaned heavily on $GOOGL TPU and $AMZN Trainium. That tells me Nvidia is still winning the marginal dollar on next-gen compute because even a customer with serious custom silicon options is choosing Vera Rubin where performance per watt matters most.24d ago60K73559358321.44%
$META says Muse and its AI glasses will use WhatsApp-style private processing so “nobody, including Meta, can have access to your data.” This is huge because Meta is trying to make always-on AI feel useful without making it feel invasive. https://t.co/n4HPr3qdlQ29d ago60K50850201391.03%
Great to see $META getting bought up after Connect showed how it plans to become consumer operating layer for AI. Muse is the agent, connectors add services, payments handle transactions, glasses add real world context and Meta already has billions of users to distribute it to. https://t.co/hfKZkQFbR6frozen28d ago60K680466310151.35%
Michael Dell looks like the proud father of a relationship he stands to profit from. $SPCX 🤝 $NVDA https://t.co/8FZI2mmD5ufrozen14d ago60K74530342321.40%
$PLTR just partnered with the world’s largest federal and DoW managed cloud Knox Systems to give commercial software companies “one clear route into the government.” This is Palantir positioning itself as the platform more software companies use to enter federal market by combining Knox’s ability to secure FedRAMP authorization in as little as 90 days with Palantir’s accredited infrastructure.3d ago60K866100297651.78%
President Trump says he’s “very happy for Elon” and calls $TSLA new Roadster demo “very impressive.” The Roadster used $SPCX thrusters to jump over Tesla’s vehicle lineup showing how closely the two companies are working together on new technology. https://t.co/kna6jZp2ZQ6d ago60K59949272171.16%
BofA initiated $IONQ at Buy with a $60 price target calling it “the largest public pure play quantum company by revenue” with a semiconductor-enabled path to scale qubits across computing, networking and sensing. BofA sees ~$3.7B of FY30 revenue with ~$2.5B from quantum hardware and services and another ~$1.2B from foundry as IonQ expands into security, sensing and space.24d ago60K619722114621.32%
Piper Sandler says “remain cautious” on $APP into Q3 as conversion nears ~1.4% and inventory costs rise. That makes Q3 earnings huge after AI model gains slowed in Q2 and $U lawsuit showed how aggressively AppLovin is protecting its auction data moat. I really think even a “good enough” print could start changing the narrative.frozen20d ago60K20819122270.45%
I genuinely can’t remember the last time $SOFI had a 5% green day 😅 https://t.co/LUiv2ZO3jH7d ago60K94336796151.81%
Anthropic is reportedly committing over $600B to future compute after generating $16B in revenue on nearly $9B of compute spending during 1H26. That's ~$1.80 in revenue for every dollar spent on compute and and shows just how much future demand could flow toward AI infrastructure providers like $IREN, $CRWV and $NBIS.2d ago60K74671539481.56%
$CBRS down over 10% today 😳 https://t.co/U69Dw9V5kf10d ago59K33520572140.72%
Truist sees $META Muse revenue reaching ~$29B by 2030 with advertising and agentic commerce becoming its largest revenue source at ~44% of Muse revenue. Whats wild is that the ~$11B subscription forecast only requires ~44M paying users at $20 a month or barely 1% of Meta’s daily audience while Muse could eventually earn revenue directly from purchases instead of just the ads leading to them.6d ago59K450624711651.07%
$APP just hit its biggest drawdown in nearly 4 years 😳 https://t.co/BZLLmPYdgofrozen21d ago59K30618441260.67%
Elon Musk says V3 Starlink satellites are “enormous” with the wingspan of a 737 and expects Starship to reach weekly or twice weekly launches next year. Essentially Starlink’s next leg now depends on how fast $SPCX can catch, turn and refly Starship. https://t.co/8xOpoTIIo223d ago59K62053283281.23%
$AMD is taking a page out of $GOOGL DeepMind and TPU playbook with its $8B World Labs acquisition bringing AI model development closer to chip design. World models require enormous memory capacity and bandwidth to process video, 3D environments and spatial data which really fits AMD’s push toward higher HBM capacity. Owning that workload gives AMD a much earlier view of what future AI chips need to deliver especially as Physical AI moves toward robotics and autonomous systems.11d ago59K32131304240.69%
$MSFT CEO says agents are going to be “largest users of the file system” as Windows routes more Copilot work to local models including a 137B model running on device with $NVDA moving deeper into the PC stack. That means more local compute and memory. https://t.co/vVl1LkgWbB15d ago59K42236455610.96%
$MSFT CEO Satya Nadella says we need to “separate the supply of intelligence from the authority over it” as AI agents gain access to sensitive data and critical business systems. His argument is that models should be treated like insider risks with independent controls over identity, permissions, logging and ability to shut them down. Microsoft already owns a lot of that infrastructure through Entra, Defender and Purview positioning it to control security layer for enterprise agents regardless of which AI model companies use.11d ago59K42937667340.97%
Days like today remind me why I'm so fortunate to be a young growth investor. https://t.co/BZOnFgSTqH5h ago59K825447315311.68%
$META Muse reached ~2.2M daily users in under a month showing how quickly Meta can scale a new AI product through its existing distribution. And because Muse keeps working after the app closes even that number may understate how much the agent is actually being used. https://t.co/N9LjDQsRHW14d ago59K566464913431.22%
$QNT just reached 99.9995% logical fidelity on Helios with only five errors per million operations beating its previous record by 10x and $GOOGL published result by 100x. Also great to see how each increase in error correction strength reduced errors by another 12x putting Quantinuum ahead of its 2027 accuracy target as it works toward fault tolerant quantum computing by 2029.3d ago59K44844287721.02%
Here's what I ended up buying this morning in my family portfolio on the anniversary of Black Monday. I added to $AXON as it trades below 30x EV/EBITDA near its cheapest valuation since 2019 while continuing to build my $CBRS position. Both are ways I'm gaining exposure to next phase of AI but for very different reasons with Axon becoming control center of public safety and turning cheaper AI into higher-value software while Cerebras benefits as AI agents make inference speed super valuable.3d ago59K25929324510.64%
Here’s the full list behind $ONDS M&amp;A spree over past few years. Really interesting seeing how quickly it accelerated with Ondas spending ~$2B across 10 acquisitions in just eight months of 2026. https://t.co/GYNRdYYhjk17d ago58K42545233700.97%
Mark Zuckerberg says Muse could eventually generate more revenue per user than Facebook and Instagram with shopping already its most popular use and purchases averaging ~$200. That could give $META an entirely new commerce business alongside its massive advertising platform. https://t.co/UyhjT5SGvj1d ago58K772671910471.57%
Blue Origin may close its funding round above the $10B initially targeted with $AMZN founder Jeff Bezos having already invested about $30B of his own fortune. The company expects revenue to grow from ~$1.4B this year to more than $30B by 2030. https://t.co/Y9XjCSxXfsfrozen28d ago58K40824202330.84%
$SPCX just deployed first operational Starlink V3 satellites from Starship with one flight adding roughly the bandwidth of 10 Falcon 9 launches. Starship lets SpaceX add far more capacity per launch while keeping margins at 40%. https://t.co/9zkL8PjXtg16d ago58K49347315251.03%
$TSM JUST HIT A NEW ALL TIME HIGH https://t.co/ufm3rcU3pd17d ago58K7415336591.45%
$NBIS just secured a $3.5B financing facility from Citi to fund GPU purchases and AI data center expansion with borrowing costs starting at SOFR + 2.75%. Whats great is that the 364-day structure gives Nebius capital to secure GPUs now while its $40B+ in long-term $META and $MSFT contracts could support cheaper financing as capacity comes online.9h ago58K72142459291.46%
Elon Musk says $SPCX and $TSLA are targeting 200 GW of annual solar production which is ~3x total U.S. module capacity today. Even getting partway there would let Musk vertically integrate a huge piece of the power stack needed for AI on Earth and in orbit. https://t.co/1AV7n677SS23d ago58K699634110331.46%
$META is bringing Muse to its AI glasses in the coming months turning the device into an agent that can see what you see and act on it. That gives Meta a real edge in agents because first person context from glasses is something products like OpenAI Dots cannot easily match. https://t.co/zUFfV235Wg21d ago58K710506512261.49%
Tavus says its new Griffin model fooled nearly half of participants into thinking they were talking to a real person while nearly matching humans on $NVDA VideoFDB benchmark 😳 https://t.co/8F5ZXT5fNyfrozen21d ago58K917181190.24%
$ONDS just landed a $56M order for electronic safe and arm devices on a European loitering munition program which is equal to ~15% of full year revenue guidance. These parts are hard to replace once qualified so volumes can scale with the program regardless of which airframe wins while also showing Ondas acquisitions are starting to turn into real orders.17d ago58K72059252291.44%
$PLTR was upgraded to Buy with a $230 target as the analyst says its FDE model has been “perfected to the point of being able to automate via AI FDEs” while revenue runs near $8B and grows ~100%. Really interesting seeing how Palantir is using AI to automate parts of its forward deployed engineer model by letting it keep the customization and stickiness of bespoke deployments without scaling headcount the same way. Competitors can copy FDE playbook but replicating Palantir’s field to product feedback loop is way harder which is how it can keep the stickiness of services with software margins.14d ago58K70165307411.46%
$APP is flying right now 👀 https://t.co/sYaUNxE9lF17d ago58K39813313100.79%
$ASTS BlueBirds 14, 15 and 16 are on the road from Texas to Cape Canaveral with the company saying “Next stop: orbit.” Production is already moving through BlueBird 50 which shows how quickly the buildout is starting to scale. https://t.co/Ms2hJbXhtF22d ago58K79454239221.56%
$GOOGL just used Gemini 4 Argon to teach Apptronik’s Apollo humanoid how to play cornhole from a video with the robot sinking seven straight shots in the real world. If robots can learn physical skills from ordinary videos then Google’s massive YouTube library could become one of its biggest advantages in Physical AI without needing to build the robots itself. https://t.co/94hdfnPJoA9d ago58K50058422631.15%
$TSLA Q3 EARNINGS • Revenue $28.1B vs Est. $28.3B • EPS $0.48 vs Est. $0.45 • Gross Margin 20% vs Est. 18% • FCF $1.5B vs Est. ($3.9B) • Energy storage deployed: 13.7 GWh (+10% YoY) Optimus production began in Fremont on high-volume lines https://t.co/ESAclRlx3E1d ago58K675773910301.44%
$PLTR JUST CROSSED $205 https://t.co/6tSBLHyPtKfrozen13d ago57K899594110161.78%
$NVDA just ran a record 104-qubit fault-tolerant quantum simulation using 8,192 GPUs at Europe's JUPITER supercomputer validating a technique that could require 90% fewer physical qubits. This comes as $GOOGL advances same approach on actual quantum hardware and Anthropic uses AI to design more efficient quantum circuits bringing hardware development, AI and classical simulation closer together.3d ago57K615733810491.37%
$IONQ is launching two radar satellites aboard $SPCX on Monday that will fly in formation to detect tiny movements in the Earth’s surface for defense and infrastructure customers. What makes this interesting is IonQ already began selling millimeter-level radar data through Capella in Q2 and these satellites could make that service more valuable while expanding its space business beyond quantum computing.7d ago57K718103207751.61%
U.S. stock futures: https://t.co/4IjOaRXNdGfrozen13d ago57K5883727241.15%
$AMZN, $GOOGL, $MSFT and $META account for ~60% of AI compute demand but all four are developing their own chips making the other 40% really valuable for $NVDA. Enterprise is already largest individual segment at 20% with sovereign AI adding another 10% giving $DELL, $HPE and $SMCI a growing opportunity as inference moves closer to customer data.12d ago57K492543210691.15%
$JOBY is down nearly 70% over the past year 😳 https://t.co/URe79OkGALfrozen13d ago57K2191252790.52%
$META JUST DROPPED BACK BELOW $700 https://t.co/AVJtwmfqWa3d ago57K5034257771.08%
HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple which is unusual for memory where prices typically fall as production scales. That combination could push HBM market toward ~$640B by 2030 giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.4d ago57K50172499571.21%
$TE just secured a 1.725 GW solar cell import waiver ahead of December’s tariffs giving its Dallas factory enough supply until G2 begins domestic production in Q1 2027. That puts T1 ahead of competitors facing higher import costs but with G2’s first phase only covering half of Dallas’s output so the real test is whether it can scale domestic production profitably.9h ago57K49443344391.08%
$META CEO Mark Zuckerberg and Anthropic CEO Dario Amodei are expected at the White House tomorrow for an AI lunch. Pretty notable seeing Dario do two White House meals in three days after months of tension with the Trump administration. https://t.co/2XwWQczJXb24d ago57K52922373191.07%
$IREN and $NBIS were just featured alongside $NVDA DSX AI factory platform as Jensen Huang highlighted both companies as neocloud partners. That could help both operators deploy AI factories faster while strengthening their ties to Nvidia's infrastructure ecosystem. https://t.co/HIo5s3W3Aj1d ago57K74058155571.54%
U.S. stock futures: https://t.co/thz5V4P1vc28d ago57K3601716580.71%
Goldman now sees global data center capacity reaching 217GW by 2030 while power demand growth jumps to 170%. Behind the meter power was also raised from 40GW to 67GW as AI campuses increasingly bring their own generation. $SPCX, $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF https://t.co/tia30G6Pc6frozen28d ago57K51556329551.17%
Elon just saved the market. https://t.co/IN6IeXPIRg2d ago57K1.2K46466282.26%
$WULF doubled contracted power at Muskie to 1 GW and pulled second 500 MW phase forward to 2029 with room to reach 2 GW. Using its Anthropic lease as a reference this 1 GW could support ~$2.4B of annual revenue once leased showing how valuable secured power has become in AI. https://t.co/p6gpgdipPq17d ago57K30026333200.67%
$AMZN is exploring moving ~$8B of $NVDA Grace Blackwell GPUs into an outside investor owned SPV and leasing them back. The chips are already deployed across 12+ U.S. data centers giving Amazon a way to keep scaling AI infrastructure without carrying the full upfront cost. https://t.co/7R77dcDS6bfrozen20d ago57K49842408261.08%
$NBIS just locked in 50 MW of dedicated AI capacity through a 12-year AIB deal backed by a 65 MW power agreement. Nebius says “time to power is the binding constraint” and customer prepayments help fund the build while limiting dilution. https://t.co/GzkEAbCfrn22d ago57K68951195411.42%
President Trump declares the U.S. is having “productive discussions” with Iran and will not attack before the Nov. 3 midterms. https://t.co/hO54VyLEyrfrozen14d ago57K44627402130.93%
$META is absolutely flying right now 👀 https://t.co/nHNVYiDifT10d ago57K67631322121.33%
Citizens initiated $ONDS at Market Outperform with a $14 price target calling it a “dynamic player in autonomous systems category” across aerial security, precision strike, ISR & autonomous ground systems. What stands out to me is C-UAS where Sentrycs can soft kill cheaper threats through RF takeover while Iron Drone Raider handles harder targets giving Ondas a layered stack that can push cost curve back toward the defender. The question now is whether Ondas can build fast enough to deliver it with Rotron orders already above full year expectations and backlog jumping to $613M.17d ago57K54145185211.11%
I started buying $SITM in the $300s because precision timing shows up everywhere inside an AI data center from GPU and CPU boards to switches, NICs and optical modules. Favorite part of my thesis is that content per rack rises as networks move to 1.6T and clusters get denser which is why management sees timing content reaching several hundred dollars per rack. Thats exactly where I want exposure in this AI buildout because SiTime can sell more into each rack as the architecture gets faster and more complex with a ~$1.2B AI data center opportunity and CED revenue projected to reach ~$700M by 2027.24d ago57K1561880700.45%
$TSLA is cutting AI5 memory to 72GB to secure enough supply for Optimus with Elon sayingperformance impact should be “negligible.” A clear sign memory scarcity is starting to shape AI product design with Tesla engineering around the shortage instead of waiting for more supply. https://t.co/gk36JW0C7Jfrozen21d ago56K50145183191.04%
The next generation of AI racks is becoming so power dense that traditional data center architecture is starting to hit its limits. That’s why some of the best opportunities may sit outside the GPU across 5 companies positioned between the grid and the chip: • $GEV utility scale generation & grid equipment • $BE behind the meter power to get AI campuses energized faster • $VRT power distribution & liquid cooling inside the data center • $ON scaled power semiconductors for shift to 800 VDC • $NVTS higher risk GaN & silicon carbide exposure to same transition29d ago56K258252321360.79%
$ONDS just secured EASA certification for its BIRD missile protection system on the Bombardier Global 7500 expanding a platform already protecting 700+ aircraft. The really interesting part is each new aircraft certification makes future installations easier to repeat giving Ondas a growing opportunity for recurring support revenue while making it harder for competitors to enter.9d ago56K78268344471.66%
Anthropic’s expected IPO valuation is reportedly falling from ~$2T to ~$1.5T even after Q3 revenue grew 45% to ~$17B and the company reported adjusted profitability. That still values Anthropic at ~22x annualized revenue with ~$518B in long term compute commitments so investors are starting to focus more on whether profits can keep pace as AI infrastructure spending scales.7d ago56K25920352260.61%
$BE CRUSHED THEIR Q3 EARNINGS • Revenue $1.24B vs Est. $1.06B • EPS $0.94 vs Est. $0.68 • Gross Margin: 34% vs. Est. 34% FY26 Guidance • Revenue $4.5B vs Est. $4.1B • EPS $3.25 vs Est. $2.7154m ago56K542395710271.20%
HSBC sees custom AI chips accounting for 57% of HBM demand by 2028 as $GOOGL, $AMZN and $META move more AI workloads onto their own silicon. But this isn't necessarily bearish for $NVDA or $AMD because HBM market is projected to grow from ~$64B in 2026 to ~$280B in 2028 meaning GPU demand for HBM could still nearly triple even as custom chips take share. That creates a much bigger opportunity for $AVGO and $MRVL in custom chip design while $MU and $SKHY supply memory and $TSM manufactures the chips behind both.5d ago56K47856379711.16%
A look inside $TSLA Semi production line. https://t.co/O9XyUjV1Drfrozen28d ago56K45745123280.97%
$CRDO and $AMD just demonstrated OmniConnect Weaver giving AI chips terabytes of cheaper memory using Credo’s technology without needing to change existing software. As agents need more memory and HBM supply stays tight, AI systems can pair fast HBM with cheaper LPDDR for extra capacity giving Credo a new growth opportunity beyond just connecting chips and servers.9d ago56K53043358591.20%
$ONDS launched Dronebuster REACH to stop drones at longer ranges with first system under contract with the U.S. Office of Naval Research. It moves Ondas closer to a full detect to defeat system that can find, track and stop drones. https://t.co/NhAjZJ9BLs22d ago56K61552331281.30%
Jensen Huang says $NVDA all in investment across the AI ecosystem could exceed $100B saying “we might be like a hundred billion dollars.” Nvidia is taking cash generated from AI and reinvesting it across nearly every layer of ecosystem it helped create. https://t.co/A9au8oSqX525d ago56K35926403210.80%
$SPCX just dropped the official Starship Flight 14 image and it looks absolutely insane 🤯 https://t.co/aCc4hua7M324d ago56K1.2K53254442.29%
$CIFR is now in its deepest drawdown in 4 years 😳 https://t.co/09AbDHF7Tw2d ago56K37923592220.87%
$SPCX CEO Elon Musk says SpaceXAI will be renamed “SpaceXSI” after President Trump replaced Artificial Intelligence with Super Intelligence. Musk is already adopting the new language saying “No more AI. SI. It’s better.” https://t.co/WI1h0QdMmn18d ago56K55830507131.18%
One of the most overlooked parts of the AI buildout is that Ethernet switching is growing 49% annually versus 36% for AI servers as larger GPU clusters require increasingly powerful networking. That’s great for $MRVL, $ALAB, $CRDO and $AVGO because every new generation of AI chips needs faster connections to move data between GPUs, memory and entire server racks. $ANET is also interesting because it holds ~25% of AI Ethernet switching as hyperscalers are adopting Ethernet to connect massive AI clusters.4d ago56K415423421441.14%
$IREN is approaching its largest drawdown of the past year 👀 https://t.co/VoCx3gXpkx8d ago56K34820373200.77%
Volatility is officially back. https://t.co/jHcT8va8Qn6d ago55K76253486271.61%
$ASTS says BlueBird 11 is now fully deployed with all 13 satellites and ~20,000 square feet of phased arrays in orbit performing as planned. The company calls it “American innovation built for space based cellular broadband, resilience and security.” https://t.co/ywSpRKYZNm22d ago55K64538185221.31%
$META just posted negative FCF for the first time in over a decade despite beating revenue estimates by over $1B as AI helped lift ad prices 14%. That's the kind of cash burn I can get behind when Meta's core business keeps getting stronger and management is investing heavily in its next major growth engine.1d ago55K62657453521.41%
$SNOW is raising $3.5B through 0% converts using cheap capital to retire 2027 debt and add firepower for AI and M&A. This looks like Snowflake playing offense with AI driving ~50% of recent growth acceleration and CoCo topping 9,100 accounts while it keeps optionality to buy more agentic capability.24d ago55K1948154120.42%
Elon Musk says Terafab will be built &amp; operated in house shutting down speculation that $TSM could run the Texas project while leaving open a sublease. That’s great for $INTC because Musk can use 14A process tech while still controlling wafer capacity needed for $TSLA &amp; $SPCX. https://t.co/MYbstvVSVT15d ago55K55447308191.19%
$RKLB says its solar panels and robotic arm components are on NASA’s Perseverance rover which just broke the Mars driving record in ~5 years versus 15 for Opportunity. Whats really interesting is those components came from businesses Rocket Lab acquired showing why the company is much more than Neutron with its Space Systems hardware already proven on some of NASA’s most insane missions. https://t.co/7XynqNGrvV7d ago55K55053295331.21%
U.S stock futures: https://t.co/z5mS0AFrvY12h ago55K4331443150.90%
$TSM is exploring a Texas expansion and is in discussions with Elon Musk about Terafab as $SPCX and $TSLA scale their ambitions across AI, robotics & chipmaking. What’s really interesting is that Musk could own the facility while TSMC operates the fab inside it potentially lowering expansion costs while bringing advanced chip production closer to both companies.8d ago55K643713312351.44%
General Compute is deploying what it calls the “world’s fastest inference” with $CBRS pairing GPUs for prefill with Cerebras for decode. Inference is starting to become a multi-chip market with each architecture handling the workload it does best. https://t.co/HQVJgjErdG23d ago55K19115141210.44%
Volantis just raised $88M from investors including $GOOGL Jeff Dean to build optical AI chips that ease the memory bottleneck in inference. Interesting timing right after $MU’s record quarter with Volantis betting light can make agent workloads dramatically faster. https://t.co/2pBIeSjx7lfrozen21d ago55K21716201500.55%
$SPCX Starlink Mobile is projected to reach ~$65B in revenue by 2031 with just 8% of global mobile market implying an ~$800B opportunity that goes far beyond rural satellite coverage. Starship is a huge part of that because each V2 Mobile launch could support ~60x more users than Falcon 9 carrying V1 satellites, allowing SpaceX to scale its network and revenue much faster. And I think this only reinforces how early we're in the $ASTS opportunity because its carrier partnerships already provide access to ~3B potential subscribers in a market large enough for both companies to build massive connectivity businesses.5d ago55K56269368491.32%
Grok can now “trade on Liquid” bringing the bot directly into live markets 👀23d ago55K126671500.35%
About 75% of global chip capacity still sits in Asia with $SKHY in HBM, $TSM in advanced logic and $MU as the key U.S. memory alternative. Even with $AMAT, $LRCX and $KLAC controlling critical equipment the chips still run through a handful of Asian manufacturing hubs. https://t.co/g7ZIwYg0Tf21d ago55K16717183410.45%
UBS initiated $CIFR at Buy with a $23 PT after 493MW of signed leases with $GOOGL Fluidstack and $AMZN with near-term leasing alone worth ~$12/share. UBS also says the stock reflects “little-to-no value” for remaining 4.6GW pipeline as Cipher adds 2.5GW of onsite generation. https://t.co/yNtVtGIlp929d ago55K36623173230.79%
$CIFR already has ~700 MW contracted for AI and HPC with another ~4.4 GW in its power pipeline which is more than 6x what it has signed today. Cipher has years of potential growth ahead if it can keep turning that power into long term AI leases with ~4 GW of its pipeline targeted for 2028 and beyond.9d ago55K50843392611.20%
What a reversal in $CRWV today 👀 https://t.co/n8ZDDdCOLX7d ago55K632423910171.36%
$IONQ just added FIU as the third announced Superion 256 site after Cambridge and $NVDA with deployment expected in late 2027 giving Florida its first on-prem trapped-ion system. IonQ is starting to sell the quantum system itself rather than just access to it through cloud. https://t.co/W2PIRyzATafrozen28d ago54K57778225361.32%
$SNDK data center revenue is projected to grow ~30x to ~$8B a quarter by 2028 reaching nearly half of total revenue. AI agents are a big reason why as KV cache moves onto enterprise SSDs and accelerates the shift from hard drives to flash. $MU already showed how fast this can scale and if SanDisk follows the same path while Edge cools with NAND pricing then the mix shift could be much bigger than the market expects.15d ago54K401532610541.00%
$AMZN is backing a proposed 960 MW nuclear project with $AEP and $XE that would deploy 12 small modular reactors at a former coal power plant in Indiana. Amazon would help fund early development while AEP evaluates the project with the former coal site providing existing grid infrastructure that could significantly reduce time needed to bring new power generation online.3d ago54K51862368421.23%
$ASTS JUST BROKE BELOW $40 😳 https://t.co/e3kuhZ0Mno2d ago54K37018364130.81%
Some of the most influential names in tech at President Trump and Xi Jinping’s head table last night: • $NVDA CEO Jensen Huang • $SPCX CEO Elon Musk • $AAPL Chairman Tim Cook • $AMD CEO Lisa Su • $META Muse https://t.co/oVfLuqugeQ27d ago54K38224204180.83%
$MU NAND revenue has jumped nearly 8x to $14B in 18 months with data center SSDs now making up ~71% of the business. Really interesting seeing storage become Micron’s fastest growing business as AI agents drive more context and KV cache demand which adds another growth engine beyond HBM.22d ago54K20011164220.47%
$AMD just launched Helion which is an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost effective AI model. https://t.co/tUdVpmrwI510d ago54K59459468401.38%
President Trump just thanked Elon Musk for pledging to donate one $SPCX share to every American child through Trump Accounts. The move would give millions of children a direct stake in SpaceX through the new investment program. https://t.co/7SnzlVWHlz3d ago54K58940456131.28%
$IONQ advanced to final stage of DARPA’s Quantum Benchmarking Initiative worth up to $300M through 2029 with management calling it a “significant vote of confidence” in its path to utility scale quantum. DARPA has already reviewed IonQ twice and is now moving to validate multiple Superion generations giving IonQ one of strongest independent validations in quantum. The interesting part is IonQ owns its U.S. foundry through SkyWater giving it direct control over fabrication and packaging as DARPA tests whether these systems can be manufactured reliably at volume.15d ago54K43653295291.02%
$TSLA says its Austin Cybercab fleet has grown 8x to over 300 vehicles in just 30 days Tesla’s biggest advantage is owning entire stack from manufacturing to software &amp; chips allowing it to scale robotaxi supply without relying on third party automakers https://t.co/fThhHPEYLE11d ago54K579504810251.32%
OpenAI’s pre-IPO perpetual reportedly fell ~12% after DevDay as investors digested Dots while $META is pushing Muse free across ~3.6B daily users &amp; into glasses, enterprise &amp; small business. Thats Meta’s edge in agents with massive distribution with no need to charge upfront. https://t.co/lz3Ldhwhqrfrozen21d ago54K20612322100.49%
$NVDA just introduced RTX Spark by combining its own CPU, GPU and 128GB of unified memory into one chip as it moves beyond graphics to compete directly with $INTC and $AMD in premium laptops. Developers can now build AI agents locally and scale the same workloads across 150M+ RTX PCs and Nvidia’s cloud GPUs turning the laptop into another way to expand CUDA adoption and drive future data center demand. https://t.co/DXuw6r8rBk6d ago54K412454610381.03%
$MU says each wave of AI is driving massive memory demand with ~4x more HBM per GPU for training, 30x annual context growth for agents and over 10x more DRAM in robotaxis. AI is creating an entirely new level of demand across HBM, DRAM and storage as each wave builds on the last rather than replacing it.1d ago54K556733611801.41%
$TSM is reportedly planning ~5% wafer price hikes starting in January 2027 with even larger increases possible for 2nm and 3nm. That pricing power is coming from a simple place as AI demand keeps capacity tight and order visibility reportedly stretches through 2030. https://t.co/5ENxyNyOxq29d ago54K25720229110.60%
$CRWV just made $NVDA Vera Rubin NVL72 available in production with Cognition as the first customer running live workloads. Cognition measured 3.8x more output tokens than GB200 NVL72 meaning more Devin sessions per GPU and showing why Rubin demand is already stretching into 2027.22d ago53K488422810171.09%
$GOOGL CEO Sundar Pichai says Project Suncatcher is launching on $SPCX Transporter-18 to test whether TPUs can survive and operate in space. The prototype satellite was built with $PL as Google starts testing the hardware for orbital AI compute. https://t.co/psOifemLSrfrozen28d ago53K42747255351.01%
$META is launching Horizon Create and Horizon Studio so users can build complete 2D and 3D games from AI prompts on mobile or the web. Those games can then publish directly into Facebook and Instagram where users can jump into multiplayer without downloading a separate app. https://t.co/DE8xFoymadfrozen28d ago53K446342811481.06%
$RKLB just signed its largest commercial Electron deal ever with 20 new launches for Synspective. That pushes backlog past 100 launches as repeat customers increasingly use Electron to build entire constellations. https://t.co/uU0FgFQaG522d ago53K84165203201.78%
William Blair initiated Nebius at Outperform saying it is “not just another neocloud.” The firm sees Nebius becoming a differentiated AI native cloud platform with its current valuation still understating the company’s long term earnings power. https://t.co/16tYCqpbxV22d ago53K57532206231.23%
$META says Muse Wonder achieved over 85% goodput during pretraining with ~47K $NVDA GPU hours between interruptions. That shows how better reliability can unlock more compute from existing infrastructure without spending billions on additional GPUs. https://t.co/jyx6JkdePo3d ago53K38739213290.90%
$AEHR landed another $6M Sonoma order for its lead hyperscaler’s next-gen AI processor ahead of a 2027 ramp. The best part is this customer is carrying Sonoma from its first AI chip into the second with volumes expected to eventually exceed the first generation. And because each new processor needs fresh burn in modules and sockets that essentially means every new chip generation adds another revenue cycle on top of the installed base.15d ago53K32428133280.75%
Agentic AI may be the more underappreciated $AMD story with server units accelerating ~40% in 2026 and 2027 before compounding ~25% through 2030 while ASPs keep rising. Agents still need CPUs to run tools, orchestrate workflows and host environments they act in which could take AMD server CPU revenue toward ~$60B by 2030. If AMD can hold ~50% share then CPUs become a second major AI growth engine alongside GPUs with custom $ARM chips from the hyperscalers as main thing to watch.18d ago53K43353366531.10%
Woah $OPEN just broke below $2 😳 https://t.co/MdjnNHO9X18d ago53K2441664650.63%
$PLTR JUST BROKE BACK ABOVE $200 https://t.co/dNBhXTdDG51d ago53K94957417222.04%
$TSLA just opened $30B of new credit facilities led by a $20B three year term loan and $10B of revolvers with room to expand further. This looks like Tesla getting the capital in place before AI, Optimus and Cybercab really start scaling. https://t.co/Cr6Tl5slwa23d ago53K49840345201.13%
$OKLO JUST BROKE BELOW $30 😳 https://t.co/u3bgIQHDn78d ago53K32817313140.75%
Anthropic is bringing Claude directly into $GOOGL Docs, Sheets and Slides even as Gemini already lives inside same apps. Google gets paid either way as Claude expands distribution while Anthropic remains a major Google Cloud customer. https://t.co/JXowL2GYY716d ago53K29926396270.76%
$ON and $SYNA amended their merger to a $5.7B all cash deal at $123 per share (down from original ~$7B agreement) That cuts onsemi’s cost by ~$1.3B while making the deal immediately accretive with $200M+ of annual synergies still expected. https://t.co/kDAUbQIgvtfrozen21d ago53K28226293350.71%
$RKLB has evolved into a vertically integrated space platform powering hundreds of missions across rockets, spacecraft &amp; components. What started with getting to space is now about owning more of what happens once you get there. https://t.co/R6YXP6sCbL1mo ago52K57838132221.25%
HBM4 and HBM4E are expected to nearly triple their share of HBM demand to 48% in 2027 as $NVDA Rubin and next-gen AI chips require a ton more advanced memory. What’s also wild is that HBM3E 8-Hi is expected to double its share to 17% suggesting ASICs are expanding the market and giving $MU and $SKHY more ways to grow across both premium and mature memory.4d ago52K497495912541.28%
$META CEO Mark Zuckerberg says he’s optimistic AI isn't gonna kill us all. “If we all do a good job and act responsibly, then no… this is gonna be a very positive future for everyone.” https://t.co/7uQ1c6birwfrozen27d ago52K33729272190.79%
$SKHY has already validated HBM5 with $TSM CoWoS packaging while HBM4 is only now entering $NVDA Vera Rubin systems. That shows how much earlier memory suppliers are now getting designed into future AI platforms. https://t.co/cLN9beCksy23d ago52K46739238261.08%
South Korea’s stock market KOSPI is down nearly 5% 😳 https://t.co/1IGBX3wVwe8d ago52K4052256780.96%
$NVDA CEO Jensen Huang says personalized AI agents like $META Muse and $SPCX Grok Bot will send token usage "through the roof" as agents already consume ~5x more tokens than human users on OpenRouter. AI compute demand will keep growing for years. https://t.co/1HzV4gUwWC1d ago52K537552811601.33%
Public just launched a 3% match for anyone transferring out of $BULL on the same day a House panel raised concerns about Webull’s China ties. Absolutely ruthless 🤣 https://t.co/7E6uAz2yxB15d ago52K1667255100.41%
$PLTR operating profit is expected to more than 4x to ~$11B by 2028 as AIP moves deeper into production with very little incremental cost. Its a great example of how Palantir’s ontology gets embedded deeper into how customers actually operate so as AI agents move into real workflows the software gets stickier while more of each incremental dollar can drop to profit.17d ago52K46454244491.15%
$MSFT CEO Satya Nadella says Maia its “biggest bet yet on our own silicon” with multi-GW deployments starting next year and Maia 300 delivering 40% more tokens per watt than leading GPU systems. That efficiency lets Microsoft serve more inference from same power capacity as electricity becomes one of biggest constraints on AI growth.10d ago52K47945345201.13%
Elon Musk says he plans to give every child in America one $SPCX share next year. “This will be the first of many.” https://t.co/FgaZAXt0Ht3d ago52K66140475111.48%
$NBIS just revealed Nebius expects 1 GW of $NVDA Vera Rubin capacity in 2027 with significant customer demand already lined up. That alone could generate ~$35B in annual revenue if fully deployed and contracted at midpoint of Nebius's reported $20M–$50M per MW pricing. https://t.co/MUDxjCezz41d ago52K50243476431.24%
$TEM expanded its multi year deal with $MRNA and $MRK to support potential commercialization of intismeran autogene with sequencing and sample logistics tied to each patient. Great to see Tempus moving directly into therapy design and manufacturing with a test tied to every treatment and a relationship that becomes much harder to replace once built into the process.15d ago51K32220233300.77%
J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve. The more complex those jobs become the more sensing, 3D vision and onboard compute each robot needs which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins.9d ago51K293343651210.95%
Elon Musk says $SPCX could eventually be worth “orders of magnitude more than the current Earth economy.” Hes basically betting SpaceX becomes the infrastructure layer for an economy that extends far beyond Earth. https://t.co/K87GxElOVmfrozen14d ago51K52631596101.23%
$NOK says “If we could build 2x faster, our customers could build 2x faster, they probably would” showing AI infrastructure is still supply constrained. As power spreads compute across more campuses then demand for Nokia’s Infinera optics rises with it. https://t.co/nqS8JZtkgQ17d ago51K26822246230.67%
You can now launch $SPCX Grok Bot directly from the action button on $AAPL iPhone putting its AI agent just one press away as assistants start to compete for Siri's place in mobile experience. Giving people one-tap access to AI agents could drive a ton more daily usage and ultimately higher inference demand as these systems move towards actually completing tasks.3d ago51K26430361560.76%
$SPCX spent ~$16.4B on AI infrastructure in Q3 alone which is ~84% of its total CapEx. That's about a $66B annualized pace for a company most people still think of as a rocket maker. https://t.co/LzIXAcxH5o2d ago51K37832245190.89%
$MRNA is falling off a cliff right now 😳 https://t.co/MdQgRPRuJ24h ago51K352183610150.84%
$GOOGL just launched Gemini 4 Argon globally at $2 per million input tokens and $10 per million output, claiming the top spot on the Vals Index for finance, legal and coding. Whats really interesting is Google used Argon to make its Gemma model run ~3x faster on existing $NVDA GPUs in just days showing how AI can increase compute capacity without needing more chips. https://t.co/YnYGlgzTfB9d ago51K38332252330.93%
$SPCX just keeps ripping and is now up more than 9% 😳 https://t.co/Z0sUeIzjow2d ago51K825473225171.85%
$META is adopting $NVDA Spectrum-6 switches for its Vera Rubin AI factories using its own open source software to connect 100K+ GPUs with fewer networking layers. Even as Meta develops its own MTIA chips, those systems still need networking giving Nvidia more revenue opportunities beyond GPUs and keeping it embedded in Meta’s AI infrastructure.10d ago51K54355387281.32%
$ASML customers are already trying to secure EUV machines for 2029 and 2030 even as production capacity expands showing just how far demand is running ahead of supply. And it’s no longer just advanced processors driving that demand because memory now accounts for ~51% of system sales as HBM adoption grows while High-NA can replace multiple chipmaking steps with one.9d ago51K57264266301.37%
Elon Musk says "only way we're going to solve the national debt is with AI &amp; robots" because he doesn't believe U.S. will cut enough spending to fix the deficit. He's betting AI can help the economy grow fast enough to make the debt easier to manage. https://t.co/bNWu1WXDjM2d ago51K39933663311.05%
$NVDA CEO Jensen Huang says “If the product is not safe, just don't release it” while pushing AI developers to take responsibility for safety. It shows how much influence Nvidia has over AI because it can shape what gets built through access to compute even before governments establish the rules.8d ago51K4953835691.15%
$NVDA just secured a Vera CPU deal with Modal, which previously relied on $AMD and $INTC processors after early testing reportedly showed 2x capacity for AI agent workloads. Another great example of how AI agents are making CPUs a much bigger part of AI infrastructure as they constantly run code and call tools giving Nvidia an opportunity to capture spending well beyond GPUs. Nvidia is now targeting ~$20B in CPU revenue this fiscal year as Vera gains traction with AI-native customers like Modal and Perplexity while $ORCL, OpenAI and Anthropic also plan to adopt the chips.3d ago51K600597010371.53%
$SPCX launch costs are projected to fall ~70% to $354 per kg by 2031 as reusable rockets scale and launch frequency increases. Thats huge for SpaceX as it benefits on both sides by launching its own Starlink satellites at lower costs while earning higher margins on commercial launches.3d ago51K43359319361.12%
$TSLA up nearly 5% after officially unveiling its new flying Roadster. https://t.co/NXUwaZNJXf6d ago51K6564251771.51%
$ORCL says Project Jupiter construction is “moving quickly” and has now issued an RFP for 2 GW of renewable energy but getting 300 MW+ campus powered remains the key constraint. The buildout is accelerating fast and power availability is still what ultimately determines how quickly that capacity can come online which is where $BE fuel cells comes in.3d ago51K42241254281.03%
AI token prices have fallen more than 50% since May to under $1 per million tokens but a lot of that reflects usage shifting toward cheaper models rather than broad price cuts. Open models now account for ~60% of top model traffic at just $0.83 per million tokens while paid models average $6.03 as $GOOGL, OpenAI and Anthropic compete at the high end. The AI economy is going to continue splitting between cheap intelligence driving massive usage and premium models retaining pricing power which is why falling average token costs don't necessarily mean weaker compute demand for $NVDA, $AVGO and $AMD.12d ago51K321403912390.89%
$SPCX Starship has begun deploying 26 V3 Starlink satellites with up to 1 Tbps of downlink each. That single flight can add roughly the capacity of ten Falcon 9 Starlink missions which could cut cost per Tbps in orbit by ~10x. https://t.co/7C2B9AuqZO24d ago51K41051153130.97%
$AAPL IS NOW OFFICIALLY A $5 TRILLION COMPANY https://t.co/ym3rNHgalj9d ago50K5963835331.34%
$NBIS just launched live GPU spot pricing and capacity auctions while piloting rebates that let customers return idle GPUs to the market. Nebius says it could sell out its entire 2027 capacity today but is holding some back for shorter deals reportedly priced at $50M per MW annually giving it more flexibility to capture higher pricing as demand grows.1d ago50K58430235271.33%
$NVDA could buy back ~20% of its market cap by 2030 because every AI dollar eventually becomes a GPU, a network switch or a system and Nvidia sells all three. What’s even more wild is capex was under 4% of FCF last quarter making this one of most capital efficient infrastructure businesses ever built.16d ago50K68273359541.70%
$FICO now in its biggest drawdown in nearly 20 years 😳 https://t.co/rrqe5S0VxS23d ago50K2131012190.49%
U.S. stock futures: https://t.co/bvEKhhOOdf8d ago50K295814050.65%
$META Muse Wonder is now leading on memory benchmarks, giving its personal agent the ability to remember preferences and history across WhatsApp, Instagram, glasses and eventually Windows. The beauty of this is the more Muse learns about each user the harder it becomes to replace and Meta now has a frontier model built to take advantage of that growing personal context. What makes this even more interesting is Meta can fund Muse through advertising rather than model revenue keeping it free for consumers while pricing enterprise AI aggressively as competitors depend on charging for access.10d ago50K28832213270.75%
$HPE just landed a $1.2B Vultr order for $AMD Helios systems with Vultr saying AI demand “continues to outpace available capacity.” That gives AMD first real Helios proof point at scale while HPE gets a clean win as AI spending moves deeper into full rack systems. https://t.co/EF0BccxOtA22d ago50K40123194360.97%
TD Cowen initiated $SPCX at Buy with a $200 PT saying AI compute leasing will be its “fastest growing revenue stream” as $GOOGL & Anthropic demand ramps. The firm expects AI compute to become majority of revenue by 2027 which is wild because SpaceX could become an AI compute company before market fully values Starlink and Starship.23d ago50K42638119241.02%
$COHR revenue is already expected to more than triple from ~$4.7B to ~$19B by 2029 before any China restrictions. That makes any 3.2T restrictions even more interesting with Coherent positioned across both lasers and full modules. https://t.co/d62mmQpj4ofrozen21d ago50K23722221350.64%
U.S. and Iran are discussing a phased deal to reopen the Strait of Hormuz and ease the U.S. economic blockade. A first step could include access to frozen Iranian assets in exchange for reopening Hormuz. https://t.co/7NhmWmUAswfrozen28d ago49K3353531790.84%
Needham just dropped a note saying $META could be one of $AAPL biggest long term risks as it builds an agent plus hardware ecosystem that can “directly attack Apple’s core business.” Muse coming to Meta glasses makes that a lot more real because the new threat is agents doing more of the work outside App Store where Apple takes 15-30% cut.21d ago49K36025524270.95%
$META is reportedly building Meta Pay for Muse giving its AI agent a first-party wallet to make purchases using saved payment methods. With $SHOP already plugged into Muse you can see Meta connecting product discovery, recommendations and checkout inside one agent flow. https://t.co/DN13NCarHW29d ago49K35525254240.88%
$TEM just got its 4th FDA clearance for ECG-AI and its second in five weeks with the new tool able to flag a serious heart valve problem from a standard ECG. Tempus says “a standard ECG contains far more information” than doctors traditionally use and one routine test can now screen for several different heart conditions.24d ago49K29529164210.74%
The head of DevEx at $CBRS and a Y Combinator GP made a podcast about marrying young, status games and getting canceled on Tech Twitter 🤣11d ago49K75941290.24%
$SOFI and $PRU just partnered to offer life insurance to over 15M SoFi members directly through the app with coverage available in minutes. That gives SoFi another way to earn more from its existing members without taking on insurance risk or tying up additional capital. https://t.co/2WboYit8ea1d ago49K67056247311.61%
$SPCX Oct. 9 unlock is only about ~2% of the company with the real supply event coming by early December when roughly 2 billion shares unlock https://t.co/C4XW5fu2utfrozen21d ago49K26630332530.78%
Odds of an October Fed hike have doubled to ~40% following September’s CPI report as markets are pricing in another round of tightening. The Fed doesn't even need to raise rates for stocks to feel the pressure because rising hike expectations can push bond yields higher so I still don't think it happens.8d ago49K2111623180.53%
$NVTS just closed Claros adding integrated voltage regulators next to AI processor and more than doubling its 2030 AI power opportunity to $8B. Navitas now spans nearly the full power path from 10 kV SiC near the grid to 800V rack conversion, GaN inside the rack and power at the chip itself which CEO Chris Allexandre calls a “defining step.”16d ago49K31629312360.85%
China-based open models reportedly average ~$0.18 per 1M tokens versus ~$4 for U.S. models. That’s roughly a 22x cost advantage. https://t.co/3o5EIPrGdofrozen28d ago49K95413340.24%
$META is opening Muse to custom hardware with open source ESP32 firmware and a free Home Link that lets the agent control devices across the home. That turns Muse into a developer platform for the physical world using cheap hardware and open tooling to seed an ecosystem early. https://t.co/ArvQQR5Nw620d ago49K35023293280.89%
Jensen Huang says “we’re also growing share because we offer more to the world’s capex” as $NVDA revenue opportunity per gigawatt of AI capacity has more than doubled to over $40B. And that’s what makes Nvidia’s expansion beyond GPUs so real because even as ASICs gain share you can see how Nvidia can capture more spending across CPUs, networking and entire AI systems with every new gigawatt built. https://t.co/qOBML6skl34d ago49K35029356220.91%
$CRWD and $NVDA just reopened their security startup accelerator selecting 35 of ~1,000 applicants after alumni raised $730M+. CrowdStrike getting an early look at future security winners while Nvidia gets more always on agentic workloads built on CUDA and NIM. https://t.co/mcU6ImAoqt16d ago49K68962269321.68%
$MRNA just got added to the Nasdaq 100. https://t.co/EXaHEQmRPCfrozen20d ago49K34625143180.83%
$AAPL and $META are teaming up to run Meta’s 816B parameter Muse Spark across linked Mac Studios turning a model that once needed a server rack into something that can run on a desk. Apple doesn't need to win the model race if it can become the best place to run everyone else’s while Meta gets its top open model onto American hardware.7d ago48K56448415411.44%
President Trump welcomed Xi back to the White House this morning. Trump and Xi are getting a lot of face time this week with last night’s state dinner followed by tea this morning and a trip to the National Archives after. https://t.co/EYH3FSvoNMfrozen27d ago48K198711350.46%
$ZETA is acquiring Digital Audience just a day after buying Senso pairing AI search visibility with identity &amp; activation across channels. Zeta is starting to connect full loop from being discovered inside LLMs to recognizing the customer, reaching them &amp; measuring the result. https://t.co/Lcm0giVfX916d ago48K31925212110.78%
Elon Musk says $SPCX is targeting two Starship launches per week by end of 2027 putting SpaceX on pace for ~100 flights annually. That could translate into ~10,000 tons of annual launch capacity to support Starlink and future orbital AI infrastructure while driving costs lower. https://t.co/Pqp3HzYRNp2d ago48K414601911221.09%
Polymarket US just launched “15-minute Bitcoin Up/Down markets” letting users trade short-term price moves in real time.24d ago48K59414360.18%
South Korea’s stock market KOSPI is down over 5% 😳 https://t.co/mqQm1apphg10d ago48K3271737240.80%
$META “Connect 2026” kicks off today at 7PM ET with Mark Zuckerberg expected to unveil next-gen glasses, Project Phoenix and new Muse AI updates. https://t.co/OmKIFHmZsY29d ago48K39523366110.98%
VIVA LA $MELI https://t.co/VraUI4IMEs17d ago48K247518070.58%
Let's hope the memory and storage comeback tour starts today: • $SNDK +7% • $SKHY +6% • $WDC +6% • $MU +5% • $STX +4% https://t.co/DeNs4Six813d ago48K49827569191.27%
$RKLB is preparing Neutron's Stage 2 for shipment to Wallops Island for fluid testing &amp; Archimedes engine installation. Neutron may have slipped to 2027 but it's good to see upper-stage progress while Rocket Lab works through its first-stage dome issues. https://t.co/GWlHcF7Oza1d ago48K6083918581.42%
$AMD AI GPU revenue is modeled to jump ~3x in 2027 as MI450 and Helios ramp with units nearly doubling and ASPs up ~40% eventually reaching ~$160B by 2030. What makes that even more interesting is AMD rack capacity reaching ~3 GW in 2027 and ~9 GW by 2030 which lines up with GPU revenue per GW rising to $18B. And once you add server CPUs you can see that the total data center revenue gets closer to ~$220B by 2030.17d ago48K37256358701.13%
$TSM is evaluating a potential Texas expansion on top of the $265B already committed to Arizona as U.S. chip production keeps scaling. More fabs means more equipment demand and TSMC doesn’t keep adding capacity like this unless it sees years of demand ahead. https://t.co/WCQ5ip5YlA22d ago48K478462311261.23%
$ON is one of my “AI Power” names in family portfolio because it already has strong positions in power and sensing while $SYNA adds edge compute, connectivity and human machine interfaces. Together that gives Onsemi more of stack needed for machines to sense, process and act which management says expands its addressable market by ~$30B. Robotics is where that gets really interesting because every step toward more autonomy increases need for power, sensing and local compute.20d ago48K16510131450.49%
I've been using this drawdown to build my 'Physical AI' basket because as AI moves into the real world I think some of biggest opportunities will come from companies developing the sensing & computing tech behind robotics, industrial automation & defense. Here's where I've been building exposure: • $VPG gives machines a sense of touch • $OUST gives them the ability to see in 3D • $AMBQ helps them run AI longer on battery power • $OSS gives them computing power to operate without the cloud4d ago48K200222631280.80%
$HOOD just put $25M of Bitcoin on its balance sheet which is only about four days of Q2 earnings. Great move by Vlad and team since Robinhood gets crypto credibility for tokenized stocks and Robinhood Chain without turning itself into a Bitcoin treasury company. https://t.co/t63wyz55pN15d ago48K41126221151.00%
$LITE is absolutely flying right now 👀 https://t.co/2fwify7Sj9frozen13d ago47K2469132120.59%
Activist Jana is pushing $FISV to more than double Project Elevate cost cuts to $1.3B and bring in $PLTR to speed up the tech overhaul. Jana says Palantir could “drive accountability” as Fiserv retires legacy systems and cuts vendor spend so more savings reach the bottom line. https://t.co/t6Z2ZtFyXT24d ago47K35330143220.89%
I've been slowly adding to $ONDS again because after years of acquisitions across autonomous defense I think we're finally reaching the point where we get to see whether all those pieces can form a real platform. The company now has counter-drone systems, long-endurance surveillance through ULTRA and World View, Mistral's defense relationships, ground robotics and a growing software layer through $PLTR, Omnisys, DefenseOS and Regna that could connect everything together. The upside could be massive as modern warfare shifts toward coordinated autonomous systems across air and ground so Ondas has essentially bought all the pieces it needed to become a serious player but now they have to prove they built a company.8h ago47K31223224240.81%
$PLTR and $ZETA are deepening their partnership by combining Foundry with Zeta’s customer intelligence stack for sovereign enterprisE AI. Karp says “AI Sovereignty protects and augments this value” as both companies build around proprietary data that enterprises can use without giving up control.15d ago47K39832234231.01%
$INTC is joining $AMAT EPIC Center alongside $TSM, $MU, $SKHY and $AVGO putting most of next-gen AI chip stack under one roof. Great to see Intel get more chances to prove Foveros at scale while Applied gets an earlier view of where the industry is heading as more performance comes from packaging and interconnects.16d ago47K35740273310.97%
$QCOM renewed its global patent license agreement with $AAPL. That keeps one of Qualcomm’s most important licensing relationships intact. https://t.co/kE3BDdzYo628d ago47K318231311170.81%
U.S. stock futures just flipped red following a hotter than expected CPI report. https://t.co/Or7UeyoJiV8d ago47K2591217120.62%
$ARM just showed $NVDA Open Agent Safety in action with “Run the agent. Secure the infrastructure around it.” OpenShell runs on CPU while Sentry on BlueField can shut down a bad agent giving Nvidia a reason to make DPUs standard in agentic AI racks. https://t.co/2SO7RNwQiK24d ago47K23713232250.64%
$RKLB built Viasat's Maxwell spacecraft and supplied its new L-band radio for a NASA demo that launched yesterday. That ties directly into its Iridium acquisition because Rocket Lab now has the pieces to build spacecraft, supply radios and operate its own satellite network expanding beyond hardware into recurring communications revenue.1d ago47K57159188171.43%
Nothing like having the two worst months since launching my Growth Portfolio in 2023 happen within the same four-month stretch 😅 https://t.co/ItFnyuV3qq2h ago47K4099433331.05%
$GOOGL just raised the Pixel 10a 20% to $599 after $AAPL also pushed phone prices higher by $100. These mid-cycle hikes show component costs moved faster than planned with memory shortage now reaching consumers and reinforcing $MU pricing power. https://t.co/KW5Oqh6ktIfrozen20d ago47K34127224100.86%
Skild AI trained S1 through “140 years of self-play” in $NVDA Isaac Sim with zero human demos during post-training. https://t.co/HGxnzTdMqE29d ago47K1521094110.39%
$AMZN just announced plans to invest ~$18B in Germany in 2027 including ~$5B to expand AWS in Frankfurt and a second AI and robotics research lab in Berlin. This comes as $NVDA also announced a physical AI partnership with Germany with both companies positioning themselves to capture growing demand for AI across Europe's massive industrial and manufacturing base.2d ago47K43028326301.12%
$NVDA CEO Jensen Huang says “Europe needs to get in the race” as Nvidia plans another $2B in European AI investments after investing $8B over the past year. Nvidia is backing the next generation of European robotics, healthcare and software companies that will need its compute to scale turning Europe’s push for AI independence into another growth opportunity.9d ago47K61052365201.54%
President Trump calls Elon Musk “one of the greatest tech founders” as speculation around a $TSLA and $SPCX merger builds. There are now 62% odds of the two companies merging before 2028. https://t.co/kCd44q3Wz9frozen13d ago47K31422273110.80%
Anthropic committed ~$12B over seven years to $AKAM for CPU infrastructure with options that could take the deal to ~$20B. Akamai will spend ~$5.5B to support the initial build while Anthropic gets warrants for up to ~5% of the company as cloud spend scales. https://t.co/k52i2XasUFfrozen28d ago47K24923207280.70%
$RKLB customers are effectively funding its climb up the space value stack from components and spacecraft toward payloads, mission-prime work and eventually recurring applications. That shift is still visible by 2030 with Space Systems making up ~55% of the modeled $835M in quarterly bookings even as Neutron scales.29d ago47K48540221381.25%
$NBIS earned $NVDA Exemplar Cloud validation for HGX B300 training after posting the fastest single node results in two MLPerf benchmarks. HGX B300 performed within ~11% of GB300 NVL72 on those workloads giving Nebius more flexibility to deploy high performance compute without relying entirely on rack scale systems. That is how Nebius moves toward delivering better performance and infrastructure efficiency for AI customers.frozen13d ago47K38529177110.96%
Jensen Huang says $NBIS is “doing really well” as $NVDA increasingly positions Nebius as a key player in Europe’s AI infrastructure expansion. And with Nebius securing the land and power that major cloud providers are struggling to find, it’s becoming an increasingly important way for Nvidia to turn Europe’s growing AI demand into more GPU sales.2d ago47K65144108411.61%
The demand to own Anthropic and OpenAI before they go public is very real. The new $MN ETF pulled in ~$22M in its first two days with private exposure to both labs alongside $NVDA, $META, $GOOGL and $SPCX. https://t.co/PS2tFaYezZ17d ago47K1249181230.37%
Tech is puking a bit right now 🤮 https://t.co/nRvbpXgV946d ago47K4421955151.12%
$QCOM is acquiring PickNik Robotics and bringing “MoveIt” into Dragonwing to deepen its edge AI stack for robotics. https://t.co/hmhhTOZ64g29d ago47K30633134130.79%
$ASTS BlueBird 14, 15 and 16 have arrived at Cape Canaveral with production in Texas already underway through BlueBird 50. AST is scaling manufacturing and launches to bring satellite broadband directly to everyday smartphones. https://t.co/aR6T3vmj4413d ago47K62746312181.55%
U.S. stock futures: https://t.co/MXL0O68VLG6d ago47K3881015040.90%
Raymond James just laid out a pretty wild $SPCX "Dirt to Orbit" model where 8 GW of terrestrial AI capacity could generate ~$30B in annual FCF from 2028–2031 to help fund orbital data centers. The financing structure is pretty interesting because partners would cover ~60% of each GW reducing SpaceX's upfront investment to ~$15B per GW while potentially generating a 32% IRR from its AI compute business.2d ago46K33760376961.15%
$NVDA CEO Jensen Huang says power will remain "one of the major bottlenecks" for the AI buildout over next couple of years. That makes securing electricity &amp; getting more compute out of every watt super valuable which is where $VRT, $BE &amp; $ON come in. https://t.co/2amoJt2zVA1d ago46K32018304580.93%
$SPCX just launched its second Starfall capsule designed to bring up to 1,000 kg of products manufactured in space back to Earth as commercial microgravity manufacturing begins to take shape. SpaceX already provides rockets that get these companies into orbit and could now capture the return trip too.2d ago46K61060232381.58%
$APLD just secured access to up to 1 GW of potential power in Finland for its first campus outside the U.S. with first power targeted for 2028. APLD is now taking same playbook to Europe after leasing 1.2 GW in 11 months and reaching $31B in contracted revenue. https://t.co/qXfaR2uRqY16d ago46K34537108210.91%
$GOOGL now approaching its biggest drawdown in the past year 😳 https://t.co/wPGGvTH1uh4h ago46K47020444221.21%
Infleqtion just hit 30 entangled logical qubits on Sqale using only 80 physical qubits by completing its 2026 roadmap milestone. The company says this makes it the first neutral-atom quantum player to reach 30 logical qubits on a commercial system. Congrats to partners at Infleqtion on the news!frozen28d ago46K1812241110.47%
$CBRS is now down over 60% from its post-IPO high 😳 https://t.co/lFe9ro40Io1d ago46K20913363130.59%
President Trump says “interest rates should come down” and blamed the Fed for keeping mortgage rates elevated. Markets are now pricing roughly an 80% chance of a Fed hike by year end. https://t.co/AlWZRvF5s615d ago46K2211323560.58%
$ONDS is expanding its partnership with $PLTR across Sentinel manufacturing, SkyWeaver autonomy and its new Regna AI platform with Palantir's software helping integrate DZYNE in just weeks. That's a pretty big deal considering how aggressively Ondas has expanded through acquisitions and Palantir will play a huge role in turning those businesses into one integrated defense platform.23h ago46K51937227331.34%
$VRT was initiated Outperform at BMO with a $329 target with ~85% of revenue tied to data centers and ~$3.5M of content per MW today. That content should keep climbing as denser racks need more liquid cooling and power conversion giving Vertiv more dollars from every MW added. https://t.co/0pchGubnJi17d ago46K31930192420.90%
$META Muse is partnering with Plaid to bring financial account connectivity directly into its AI agent. That gives Muse another layer of real-world utility by letting agents securely connect to users’ financial data. https://t.co/WIHEzwbalm27d ago46K30526274120.82%
Four hours until South Korean's stock market KOSPI opens 🙃 https://t.co/7EaBA9udkQ8d ago46K3462031280.89%
$SPCX Starlink now operates 11,000+ satellites which is the largest constellation in orbit while V3 on Starship adds far more capacity per launch. SpaceX is also lowering ~4,400 satellites to 480 km which cuts failed satellite deorbit time by ~80%. https://t.co/MfBZCHMmyY15d ago46K36941322171.01%
$META Muse DAUs are up 10x in 11 days to ~700K with growth accelerating into the latest days instead of fading after launch. And it’s reportedly outpacing ChatGPT’s early trajectory before Meta has meaningfully tapped Facebook, Instagram or WhatsApp distribution. https://t.co/KsgU8VOe3I28d ago46K40321363291.08%
$ACHR cleared HSR antitrust review for its $BA deal covering Wisk, SkyGrid and Insitu with closing still targeted by year end. The acquisition would add a profitable $200M+ defense business and an autonomy stack with nearly 2M flight hours while giving Boeing ~20% of Archer. https://t.co/QP4aHrisTOfrozen28d ago46K26733176250.76%
$AVAV is now seeing its largest drawdown in over a decade 😳 https://t.co/XOiwJfsXVc9d ago46K1661127180.47%
Reflection just launched Beam which is a 501B open weight model for coding, reasoning and agents that it says can match GLM-5.2 while using ~4x less inference compute. The more interesting part is RL used 10,500 $NVDA GB300s versus 6,144 for pretraining and generated 100M+ rollouts showing agent training is becoming a huge inference workload. That helps explain why Reflection locked in $7B+ of compute across $SPCX and $NBIS through 2029 while positioning Beam as a U.S. open model for enterprises and sovereign AI.17d ago46K32223352240.89%
U.S stock futures: https://t.co/aT1MZtOgZy8d ago46K3001331120.76%
$NBIS has acquired Inferize to strengthen its AI inference stack by reducing model cold starts and the time GPUs sit idle. Nebius is aiming to serve more inference demand from the same GPU infrastructure while lowering cost per token. https://t.co/17FmqbCUh121d ago45K48824213101.21%
$NVDA is reportedly preparing a major AI partnership with Germany to bring Nemotron and Cosmos into industrial robotics and factory automation alongside Siemens, Audi and other manufacturers. Germany can keep control of its industrial data while building on Nvidia’s chips and models giving Nvidia a much bigger role in Europe’s Physical AI buildout beyond just selling GPUs.7d ago45K62271263281.66%
$AAL is doubling its $SPCX Starlink commitment to its entire 1,030+ mainland fleet with speeds up to 1 Gbps starting in 2027. If the first rollout was strong enough to double the commitment then other airlines have more pressure to match the experience which is how Starlink starts becoming standard for in flight connectivity.14d ago45K38040264111.02%
$META is using parts of its AI data center buildout as experimental “pilot models” to claim research tax credits with credits reaching $3.9B in 2025. Whats really interesting is that $AMZN spends far more on capex and runs largest cloud business yet its research credits were flat to down while Meta’s nearly doubled.22d ago45K27817241170.75%
$CRM just agreed to acquire $BRZE for ~$5.7B in cash bringing in a real-time customer engagement platform that had been taking customers from Salesforce’s own Marketing Cloud. The acquisition gives Agentforce ability to act on live customer behavior while adding Braze’s usage-based revenue model as AI agents increasingly challenge traditional per-seat software pricing.2d ago45K12915221140.40%
A U.S. official says Trump is prepared to ease sanctions and unfreeze Iranian assets in exchange for nuclear progress with talks described as “positive and constructive.” Oil is reacting immediately being down roughly 4% in just 30 minutes. https://t.co/fyOy69oG7w24d ago45K2261223490.61%
$CIFR now down more than 60% over the past year 😳 https://t.co/Gyn88YKVzM9d ago45K2601420070.67%
Semiconductor stocks $SOXX have now matched their longest losing streak in nearly 20 years. https://t.co/ZVITw8KVXD6d ago45K20211185120.55%
$AMZN AWS is reportedly set to receive ~$5B in $NVDA GB300 racks with deliveries running around $3B per month even before some data centers have enough power to turn them on. That says a lot about how strong AI compute demand remains when Amazon is willing to secure billions in GPUs before it can even use them rather than risk waiting for capacity later.2d ago45K50556376291.41%
Elon Musk says $SPCX &amp; $TSLA Terafab project is targeting its first working test chip by May 2027 &amp; volume production in Q3 2028 which is a timeline he calls "insanely fast." Musk also thanked $ASML for their support as Terafab looks to bring more AI chip production in-house. https://t.co/xlfZncBvv12d ago45K28838264310.87%
Anthropic CEO Dario Amodei warned the UN Security Council that AI could become “a risk to humanity as a whole” if managed poorly. He says Anthropic will “slow down as much as necessary” as it focuses on misuse and loss-of-control risks. https://t.co/aro4JHvNAD29d ago45K19515354120.58%
South Korea’s stock market KOSPI is up nearly 3% 😳 https://t.co/21ok6a8Gs72d ago44K60128371991.56%
$AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return ~90% of FCF to shareholders. A big part of that comes from service revenue expected to exceed $12B as chipmakers keep maintaining and upgrading existing equipment giving Applied more recurring revenue even when new equipment spending slows. Applied is also expanding into $KLAC inspection market with its eBeam business expected to reach $2B this year while doubling R&D and manufacturing capacity to support really complex AI chips, HBM and advanced packaging.9d ago44K23330224510.77%
Elon Musk says $TSLA has started early Optimus production with most of its Fremont manufacturing line already installed. He’s targeting ~20K robots per week within a year putting Tesla on pace for ~1M annually heading into 2028 if the ramp goes as planned. https://t.co/H2oYOcSdK923h ago44K48645436191.35%
$CRWV just hit its largest drawdown since going public last year 👀 https://t.co/cd5iWBaamj3d ago44K1921225160.53%
Melius upgraded $MSFT to Buy with a $665 price target saying enterprises increasingly want a “secure wrapper” that can route models to the right task and govern AI agents. That puts Microsoft in the middle of enterprise AI stack with Melius now expecting Azure growth to accelerate above 50% by 2027 as new capacity comes online and gets absorbed almost immediately.17d ago44K29620289160.84%
$NVDA is expanding AI computing into telecom networks as $TMUS completes world's first AI-RAN call on a live network with $NOK. That could turn cell towers into AI infrastructure that runs inference closer to users opening up a massive new market for Nvidia beyond traditional data centers.1d ago44K40037127301.10%
S&amp;P 500 is moving higher as U.S.-Iran talks in New York reportedly enter a more detailed technical phase. Iran’s 7-day proposal could reopen the Strait of Hormuz if the U.S. lifts its naval blockade and other conditions are met. https://t.co/fhkoeSf65rfrozen27d ago44K3112923630.84%
U.S. stock futures: https://t.co/O5e7EyFSXU14d ago44K2312020130.62%
U.S. stock futures: https://t.co/1B18RrnybA2d ago44K25010181640.68%
Elon Musk says $TSLA flying Roadster will be “sentient” and perform its stunts autonomously using $SPCX thrusters. The engineering overlap between Tesla and SpaceX keeps growing with Kalshi now pricing a ~60% chance of a merger announcement. https://t.co/F2zOgbagcE5d ago44K24615390130.71%
Elon Musk says the Roadster will be able to “perform any of the tricks shown autonomously” with a wild looping track planned at $TSLA Texas HQ. Whats really interesting is Tesla is combining its autonomous control software with $SPCX thrusters while private track could turn the Roadster into a much more exclusive experience rather than just another sports car.5d ago44K2942742040.84%
Elon Musk just confirmed $SPCX will attempt to catch Starship on Flight 15 next month bringing SpaceX closer to full reusability. Pulling it off could dramatically lower launch costs and improve the economics of Starlink &amp; future orbital AI data centers. https://t.co/gE20Drjf6B2d ago44K36027105150.95%
$CBRS UP OVER 10% TODAY 😳 https://t.co/Fo5gLJGnQM17d ago44K30012260120.80%
Recession odds are at a new low at just 21% as companies slow hiring rather than lay off workers while corporate profit optimism reaches record highs. The combo of a stable labor market and strong business expectations points to an economy that has more room to keep growing. https://t.co/6FyMKhFbot9d ago44K2201941180.66%
$NVDA is launching a new 64GB DGX Spark for $4,999 giving developers another way to build and scale local AI on same GB10 Grace Blackwell chip. Really interesting that you can now get half the memory for 25% more than original 128GB system and need two units to get back to 128GB. That lines up with $TSLA cutting AI5 memory and $MU saying supply tightens through 2028 which is another sign memory is where pricing power sits.frozen20d ago44K35838272281.04%
Daniel and I are doing a special After the Bell podcast episode to break down what's happening in the markets amid today's bloodbath and answer your questions in a live Q&amp;A. So come hop on! https://t.co/KwfVPzeVQC6d ago44K973182140.31%
$NVTS and $MCHP just launched an 800V-to-6V AI rack design that cuts two power stages down to one while targeting 96% efficiency. Really interesting seeing Microchip give Navitas a direct path into OCP aligned 800V systems as next generation AI racks move to higher voltage. https://t.co/NbIrBku8RC17d ago44K22727244350.73%
$SNPS just signed a $1B+ multi year custom silicon deal with $AMZN across Nitro, Graviton and Trainium. Really interesting seeing Synopsys shift to an $ARM like license plus royalty model giving it direct upside as hyperscalers scale more of their own chips. https://t.co/CL0EJKamRx22d ago44K20925191260.64%
$META is reportedly planning a new class of non-voting shares to help fund its massive AI buildout without weakening Mark Zuckerberg's control. https://t.co/wPdxw2Ldz21d ago43K2801835290.79%
$NVDA and $AMD are reportedly pushing the Trump administration to soften new China chip restrictions being considered in Congress. Both companies want to preserve access to China while new rules could tighten licensing and track where advanced chips ultimately end up. https://t.co/vKP7KvV1j023d ago43K40623226131.08%
$AMZN just launched TorchNeuron which lets developers run PyTorch AI models on Trainium2 &amp; Trainium3 by changing just one setting instead of rewriting code for $NVDA CUDA. That makes it easier to switch chips &amp; could help drive more Trainium adoption. https://t.co/PU5ddckg2T3d ago43K25229281160.75%
$SOFI just launched SOFIE which is the first national bank-issued tokenized deposit for consumers offering 4.40% interest with FDIC insurance eligibility. That’s where SoFi’s bank charter becomes a real advantage because it can attract on-chain deposits that help fund its lending business while customers continue earning interest.9h ago43K56052189361.56%
$NVDA is reportedly working with insurers to make GPUs easier to finance for smaller cloud providers by protecting lenders if a borrower defaults. That could make GPU residual value part of the underwriting process and open more institutional capital to AI infrastructure. https://t.co/AJjHxdgaim23d ago43K527372512221.44%
$SPCX has added nearly $1 trillion in market cap over the past two months 😳 https://t.co/ol2V953FnG16d ago43K3992131141.06%
$MN has grown from roughly $1M to $68M in AUM in just a couple trading sessions since its Oct 2 launch. This is what pent-up demand looks like with the OpenAI IPO pushed past 2026 https://t.co/szih4G3CiHfrozen14d ago43K795161100.26%
Rising yields are hitting growth stocks whose biggest profits are still years away and the most frustrating part is $SPY and $QQQ look relatively stable even as individual names have already gone through brutal valuation resets. That’s why I’m still selectively adding across Space, AI Power, Robotics and Drones because a lot of these businesses continue getting stronger even as their valuations fall and I think these are exactly the periods when some of my best portfolio decisions get made.7d ago43K12812180100.39%
Tomorrow’s Futurum Equities YouTube video is on my 5 favorite small-cap Physical AI names as robotics starts to scale. Instead of trying to pick whether $TSLA, $CCXI, Figure or someone else wins humanoids I’m looking underneath the robot at the sensing, edge compute, power and control layers every platform needs. If robotics scales the way I think it will then those suppliers can win across multiple manufacturers without needing to pick the one robot brand that comes out on top.16d ago43K13210153320.45%
$AMZN plans to expand its delivery network to ~95% of U.S. ZIP codes by 2029 with 165 new delivery stations. That gives Amazon more control over the last mile as it pushes toward covering nearly all U.S. customer demand itself. https://t.co/SW4vFSl0gn21d ago43K32219273110.89%
Nolla Health says it became the first U.S. organization approved for AI to issue initial prescriptions creating what it calls “the first ever actual end-to-end AI doctor. https://t.co/TpItiGVKA117d ago43K8545190.24%
GMI Cloud just raised $668M from $NVDA and others to expand AI capacity across the U.S. and Asia. The scale is already showing up with more than $600M of annualized revenue under contract and inference volume up 20x in six months to 1 trillion tokens per day. https://t.co/PaihbUMZ1C22d ago43K891217040.28%
Anyone else notice $GOOGL, $META, $AMZN AWS and OpenAI were missing from $NVDA Open Agent Safety launch partners? AWS and Google make some sense because Sentry overlaps with Nitro and Titanium while OpenAI’s absence could have just been an optics issue than a technical one an also pretty interesting that Anthropic was the major lab that signed on. I still think OpenShell can become the software standard but Sentry is going to be a much harder sell as default hardware layer if the biggest clouds keep their own isolation stacks.24d ago43K21225170320.66%
$GOOGL & $ACN just launched a federal AI agent program to automate government HR, finance & supply chain workflows using Gemini. Accenture handles deployment while Google captures recurring AI usage shifting more value from traditional enterprise software to the agents running those workflows.3d ago43K37741226191.08%
$SPCX CEO Elon Musk’s $1.04T fortune is now nearly as large as the next four billionaires combined. The market is effectively valuing his exposure across space, connectivity, AI, energy and robotics as infrastructure for the next century. https://t.co/muODQqnAev16d ago43K25214251170.72%
I think one of the most underrated assets inside $ONDS is DZYNE's ULTRA which is an Air Force-deployed Group 5 drone that can stay airborne for over 3 days carrying ~400 pounds of sensors. And at just ~$10M compared to ~$40M for an MQ-9 you can see how the military could potentially field 4 ULTRAs for the price of one which fits perfectly with its growing push toward affordable mass.1d ago43K30028233240.88%
Anduril is reportedly letting employees sell shares at a valuation near $90B which is up from ~$30B just 16 months ago. Anduril currently has just a 21% chance of going public before next summer but I personally cannot wait for this company to finally hit the public markets. https://t.co/ZKCpZE9hEw3d ago43K25123232190.74%
I think $INTC Foundry could become one of most underrated opportunities over the next decade as its 14A process starts attracting major outside customers. https://t.co/qUbrvLv0V41d ago43K27729224240.83%
China can already sell an entire Unitree humanoid for ~$6K which is roughly what Goldman estimates the high-end chip content alone can cost in a Western robot. That could split humanoids into premium systems built around $NVDA class compute and much cheaper Chinese robots built for volume similar to what we saw in EVs and solar.16d ago43K13910253200.46%
SeatGeek is another good example of how AI replaces tasks first while pushing people toward higher value work.23d ago43K6349150.19%
$ZETA launched AthenaOS and a specialized Athena model built on $NVDA open Nemotron tying together its Senso and Digital Audience acquisitions and capping three major AI moves in about a week. Zeta is starting to build its own intelligence layer around proprietary customer data while every workload built on Nemotron keeps more enterprise inference running inside Nvidia’s ecosystem.14d ago43K33131285180.97%
$NVDA completed final $10B installment of its $30B OpenAI commitment as the round closed at an $852B valuation. OpenAI is already targeting another ~$30B raise around $1.4T as its capital needs keep climbing with the compute buildout. https://t.co/RJqgxowFW1frozen21d ago43K38426225121.06%
$META is absolutely flying right now 👀 https://t.co/0b9N8hV8O11d ago42K3072138130.87%
$QCOM is pushing back on reports around its Huawei deal saying claims that Qualcomm is a net payer under the licensing agreement are incorrect. The deal is a broad multi-year patent cross license while Qualcomm is separately buying certain Huawei non cellular U.S. patents with no connection to LogicFold.17d ago42K1471120290.45%
U.S. stock futures: https://t.co/U8wwkaXxmT9d ago42K2531323020.69%
Rho now lets founders form an LLC in any U.S. state for $349 including state fees and open a business bank account in the same signup. Another example of how an AI agents make it easier for one person to run an entire business. https://t.co/g7ZSv2wI3o6d ago42K1001191610.43%
$ZETA is acquiring Senso to add AI engineering and frontier model connectivity across $GOOGL Gemini, ChatGPT, Claude &amp; AI Overviews. Zeta is positioning for a world where discovery moves into AI answers and brands have to optimize for the agents deciding what users see and buy. https://t.co/whUyGd37VG17d ago42K30219252140.86%
Hebbia is going headless letting Claude and ChatGPT tap its finance retrieval and analysis through MCP. Another example of vertical AI where you give up interface and compete on proprietary context instead as value shifts toward whoever owns the context or distribution.21d ago42K571160140.21%
Cantor says $META could be one of the biggest winners from personal AI agents as they emerge as the “third S-curve in AI.” Muse gives Meta the model, compute and distribution to push that agent layer across billions of users before most competitors can match the reach. https://t.co/8g9KQUoWxw29d ago42K32920327110.95%
$VPG is my “robots need to feel” way to own Physical AI supplying precision sensors that let humanoids measure grip, torque and balance with one current design using ~25 sensor modules per robot. Its already working with four humanoid developers and its first customer is moving toward early production so upside comes from how much sensing content each robot can carry as volumes scale.15d ago42K14315161590.56%
$PLTR and $NVDA are expanding their sovereign AI partnership across defense, healthcare and industry by combining Palantir's AIP with Nvidia's Nemotron models. The opportunity goes well beyond the models themselves as Nvidia provides the AI while Palantir connects the enterprise data needed to make it useful in real-world operations.1d ago42K72269237362.06%
Elon Musk is officially a “trillionaire” again as $SPCX shares cross $165. https://t.co/uYCOfUcuh017d ago42K4491729041.20%
Jensen Huang says “AI can transform every industry but people need confidence that it’s safe to use” as $NVDA pushes agents to start with no permissions. That puts BlueField &amp; Sentry in control layer that decides what an agent can actually do. https://t.co/Ra4CgVK99q24d ago42K1948200170.58%
U.S stock futures: https://t.co/SMhsUKyvXl10d ago41K2211415030.61%
J.P. Morgan sees humanoid robot shipments reaching ~1.8M by 2030 with China accounting for roughly half as adoption starts in factories and warehouses where tasks are repetitive and predictable. At an assumed $30K per robot that could mean ~$52B in annual hardware sales before software and services which is why I think we're still in very early stages of Physical AI.9d ago41K16120204290.57%
Visionbay just unveiled K-1 which is an 800V DC AI factory built for $NVDA Vera Rubin with $VRT supplying the power and cooling infrastructure. As Rubin racks continue to push toward 250 kW then power delivery and cooling have to scale with them and Vertiv is already being built into the designs that could shape next generation of AI factories.10d ago41K29124321190.89%
$SBUX just killed the $CMG takeover rumor by saying “we’re not buying” the burrito chain. One of the easier no deal calls to make since nobody was asking for a caffeine bowl anyway. https://t.co/d0e8aN0wjL10d ago41K87820140.29%
$NVDA CEO Jensen Huang says physical AI requires three computers with one to train models, another to simulate and test skills and a third running inside the robot. Nvidia wants to power all three meaning the robotics boom could drive massive GPU demand long before humanoids reach mass production.1d ago41K28232247430.94%
FUTURUM EQUITIES PODCAST EPISODE #59 Daniel and I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering • What today’s jobs data means for rates • Why $MU earnings are making old memory cycle framework harder to defend • Why $AMD acquiring World Labs could really raise its long term ceiling across Physical AI • Why $NVDA Open Agent Safety could turn agent security into another full stack infrastructure opportunity • Why $NOW latest AI agent products show where its enterprise moat is strongest • What stood out from $SNPS Investor Day We’ll leave the last 30 minutes for live Q&A so bring your questions.frozen20d ago41K677131100.24%
Zuckerberg says Muse is still expensive to run but expects to "improve compute cost efficiency by more than 10-fold over the next year." A big part of that comes from using spare compute $META already owns which could help make Muse profitable at scale even as total AI spending continues to grow.1d ago41K3361316090.91%
$CRM is acquiring Listen Labs for ~$2B to give Agentforce first party customer intent through AI interviews and a 50M person research network. Salesforce already knows what customers did and Listen Labs adds why they did it giving its agents much better context. https://t.co/nIMzJpUc7C23d ago41K113516360.35%
$NVDA & $AMKR are planning to expand advanced packaging capacity by over 300% by 2028 while Nvidia's other partners target 15x more optical-engine capacity. Nvidia is also putting $1.1B upfront to secure additional chip testing capacity as Jensen Huang says "demand is extraordinary."1d ago41K28431155250.88%
$GOOGL CEO Sundar Pichai now expects commercial quantum computing within five years as Google reports a 40x reduction in magic-state errors. Banks and governments may need quantum-safe encryption well before https://t.co/3ZyEJGzx2I1d ago41K22623293280.76%
$GOOGL just released EmbeddingGemma 2 which is a 740M parameter open model that handles code, images, video &amp; audio entirely on device. That pushes more AI from cloud onto phones, laptops &amp; glasses as personal agents become more private &amp; always on. https://t.co/pJ4HcNSURa16d ago41K16612202210.55%
$TSLA just added a record 260K FSD subscribers in Q3 bringing its total to 1.74M (+67% YoY) Those new subscribers alone could generate ~$310M in annualized revenue pushing FSD's implied subscription run rate above $2B. https://t.co/iR7tHuLcXS1d ago40K41441233151.23%
Elon Musk just said combining $SPCX and $TSLA has "a lot of merits" and that he personally thinks it's a good idea. He also confirmed that special committees are discussing a potential merger at shareholders request. https://t.co/8eIHqtV7Yf2d ago40K39328293211.18%
FUTURUM EQUITIES PODCAST EPISODE #58 Daniel and I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering • Why $META could keep rerating toward $850 as Muse turns AI spending into a real consumer product and new monetization layer • Why $AMD is running harder than $NVDA • What we're watching from $MU earnings next week • Why AI Power could become one of the biggest themes of 2027 across $GEV, $VRT, $ON, $BE, $FPS and $NVTS • Why latest $VKTX maintenance data materially improves the commercial case for VK2735 We’ll leave the last 20-30minutes for live Q&A so bring your questions.frozen27d ago40K7799080.26%
Anthropic is reportedly in talks for another 460 MW at Nscale's Monarch campus after already signing a $45B 6-year deal for the first 460 MW. That original deal works out to ~$16M in annual revenue per MW and with $GOOGL and $MSFT reportedly also pursuing the same site before Anthropic signed you can see how competition for large-scale AI compute clearly remains intense.3d ago40K30626230130.92%
$INTC and $AMD are teaming up to simplify PyTorch AI development on x86 CPUs as AI agents increasingly handle tasks that don’t require expensive GPUs. That could make it easier for enterprises to run AI on hardware they already own while giving developers one common software path across both chipmakers.2d ago40K37944229191.18%
Elon Musk had no new updates on a potential $TSLA and $SPCX merger yet the odds of a deal before 2028 just hit an all-time high of 85% 👀 https://t.co/S2vKjM0jm523h ago40K1561419290.50%
Stifel upgrades $MSFT to Buy with a $575 price target saying “open-weight model advancement has boosted management’s LLM-agnostic strategy” as Azure &amp; Copilot keep scaling. Open-weight models give Microsoft more AI flexibility while better Azure efficiency helps protect margins. https://t.co/BKME25HCbm29d ago40K2371922480.72%
$APLD says Delta Forge 1 is officially going vertical with construction advancing across the 300 MW Louisiana AI campus. The update comes alongside ~$7M of insider buying from CEO Wes Cummins and President Jason Gechen Zhang. https://t.co/gQposbU7AK3d ago40K17022274170.60%
$NVDA is bringing Physical AI to GTC Berlin with a full robotics track around humanoids, embodied AI and Jensen’s keynote on Oct 21. Nvidia is using Cosmos and GR00T pull developers in while DGX, Omniverse and Jetson monetize everything from training to deployment. https://t.co/ddErs8uCaS23d ago40K37224274161.11%
Lucas just launched a “consumer first AI agent” that lives inside iMessage and WhatsApp bringing proactive personal AI directly into everyday conversations. https://t.co/GrINv7zt7M22d ago40K594132170.24%
$META CEO Mark Zuckerberg says Muse is now “the centerpiece of our vision for what we are building.” He expects it to become the “personal superintelligence” billions of people use and says “it’s off to a great start.” https://t.co/4Og5YQBJ9a29d ago40K41322232151.19%
Era by Eon just launched a free simulated enterprise where AI agents can work across $CRM &amp; $TEAM using companies data. Great to see $NVDA as one of research partners giving developers a safer way to test agents before putting them inside businesses. https://t.co/etSUVGJzbq17d ago40K11078090.34%
Agora-2 is a new multi-agent world model that can simulate “up to 20 humans and agents” interacting together in real time without a traditional game engine.frozen28d ago40K6493080.21%
$DASH just unveiled its purpose built autonomous aircraft as it builds an “end to end drone delivery system” designed to scale across local businesses. https://t.co/9JUPqhGvJp22d ago40K94823390.35%
Markets now price a 68% chance of a Fed rate hike in October 😳 https://t.co/NIfFbyAyZo29d ago40K2231327340.68%
Infleqtion CTO says quantum computing could one day help make $AAPL iPhone batteries last years instead of hours but future is QPUs working alongside $NVDA GPUs and CPUs rather than replacing them. https://t.co/TFvpnnkaLN9d ago39K9412121120.33%
AI has a PR problem because folks building the future keep making it sound scary. OpenAI CEO Sam Altman says we should “accept some bad things” while Anthropic CEO Dario Amodei keeps talking about “slowing down.” AI’s benefits need better storytellers. https://t.co/YJrqBQisCe17d ago39K1161225450.41%
SeatGeek rolled out ChatGPT Enterprise and IT requests jumped 11x with Serval automating more than half within 60 days and the team shifting into Automation Engineer roles. Great example of AI creating new jobs around work it automates with 5 more of those roles already funded.21d ago39K5248090.19%
$SPCX Starlink has tripled its subscriber base in less than two years and Elon Musk expects bandwidth demand to grow 1,000x over the next 5 years. That helps explain why SpaceX is pushing to increase Starship launches and deploy more powerful satellites. https://t.co/yBMAMaQjlt2d ago39K29436257331.01%
$SPCX just guided Q1 2027 revenue to ~$35B versus ~$25B expected which is about 40% above estimates. That's a ~$140B annualized revenue pace and ~2.5x Q3 revenue in just two quarters as SpaceX's AI compute business continues to scale. https://t.co/mPFwOw3FgM2d ago39K39755305431.36%
$VOYG and Anduril just formalized a partnership across weapons and propulsion building on $60M+ of Golden Dome work already awarded to Voyager. The agreement now creates a path to high rate domestic production if those interceptor programs scale into larger orders. https://t.co/b0WSIUlJ1s23d ago39K19722154270.68%
$GOOGL Waymo is expanding into Toronto with testing beginning soon ahead of a planned 2028 robotaxi launch marking its first move into Canada. What makes Toronto really interesting is the snow conditions because every mile Waymo learns from there could make expanding into northern U.S. and European cities much easier.6d ago39K1551630180.54%
Cathie Wood's ARK Invest shared estimates showing $TSLA Cybercab could cost ~40% less per mile than $GOOGL Waymo's Ioniq 5 by 2031 largely due to lower depreciation from Tesla's purpose-built camera-based design. That could give Tesla room to offer cheaper rides or earn much higher margins at the same fare.2d ago39K18017323200.65%
Tune in to our partner @WOLF_Financial breaking down humanoid robotics landscape!frozen28d ago39K4233120.13%
Enterprise SSD revenue reached ~$38B in Q2 as AI agents need more fast storage to handle growing context making SSDs a really important part of AI infrastructure. That also helps explain why $SNDK 103% QoQ revenue jump is so interesting because it still holds only ~8% of enterprise SSDs versus 11% of overall NAND leaving plenty of room to catch up. $MU is already further ahead with ~19% enterprise SSD share versus 15% of NAND and data center SSDs now account for over 2/3 of its NAND revenue as AI drives a richer storage mix.9d ago39K16615322220.61%
$DELL is helping lead a massive AI infrastructure push in Japan starting with a $15B 400 MW data center near Tokyo. Japan wants to turn itself into the largest AI compute hub outside the U.S. and China with up to 4 GW planned over the next five years. https://t.co/AS6EqAYqlY22d ago39K1709174140.55%
Elon Musk says $TSLA plans to bring its next-gen AI5 chip to Optimus around April 2027. The timing lines up with Tesla's planned Optimus production ramp in Texas later that year suggesting its next generation of robots is being built around AI5 from the start. https://t.co/y02vH7kP0v22h ago39K25626390130.86%
$MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years. That means each new manufacturing node can boost memory output from existing factories without needing to build more fabs. https://t.co/sZhhlfFSdL1d ago38K43832153291.34%
$NVDA is building the Android of robotics through its Isaac platform by offering open AI models and a reference humanoid from Agile Robots. Nvidia doesn't need to build the winning humanoid if its chips and software end up powering whoever does. https://t.co/UAgs9DBWPm1d ago38K25118191220.81%
HOLY $SPCX 😳 https://t.co/TolIgNvtrH1d ago38K4412919661.32%
Aonic Club wants to use AI to sell everyday products at cost starting with protein and supplements, bringing AI savings directly to consumers through lower prices. https://t.co/xzf2Do3Vk79d ago37K55210100.18%
Sabi just raised $50M to build a cap that turns brain signals into AI prompts without an implant using custom chips developed with help from $TSM. https://t.co/TPuapOjgZgfrozen13d ago37K631312060.25%
Kalshi now prices Democratic House control at 92% and a full sweep at 64% leaving a Republican sweep at just 8%. That makes Trump’s $5,000 payout plan much less likely and eases one source of pressure on long yields with the midterms now less than a month away. https://t.co/j3w2HsyyA017d ago37K117420230.39%
$T and $GLW just signed a $3B+ multi year fiber deal to support AT&amp;T’s push to reach 60M Americans with fiber by 2030. AT&amp;T says fiber households already use 1TB+ of data a month and sees that reaching 2.5TB by 2030 as streaming, cloud and AI drive usage higher. https://t.co/9MhEw7K37823d ago37K14711212120.52%
Zenzap just launched AI agents that work inside employee group chats to qualify leads handle approvals and schedule meetings across business apps. So essentially instead of employees switching between apps to get work done, agents can now handle those tasks directly inside conversations while people oversee the process.8d ago37K5866040.20%
Odyssey launched Odyssey 3 which is a world model that set a new state of the art on Physics IQ Verified. One model can adapt across robots, cars and drones with limited extra training making Physical AI cheaper to scale.frozen14d ago37K7673090.26%
ReadMe just launched Restless giving AI agents access to live API logs and documentation so they can find errors and fix problems themselves. As agents become main users of software you'll see more companies will need APIs built for machines.10d ago37K56615070.23%
Ampersand raised $15M to connect AI agents directly into enterprise systems like $CRM, $SAP and $WDAY. Agents are really becoming the interface while systems of record stay essential underneath them becoming the back-end databases agents call.16d ago37K69811080.26%
ScaleDown just introduced specialized AI models for routine tasks like extracting data, summarizing and compressing context claiming costs ~40x lower than Gemini 4 Argon. Another example how the cost of running AI agents keeps falling while number of tasks worth automating across economy keeps growing.9d ago36K649120130.27%
$NET is up over 6% after rolling out emergency protection against two critical PHP security flaws affecting software used across ~70% of the web That's Cloudflare's network advantage in action as it can detect and block attacks across millions of websites at once https://t.co/C1OXVPEJl91d ago36K20023204180.73%
Pine just launched “Pine Computer” which is a bet that agents need computers built for agents instead of humans. https://t.co/EJ6okivCTxfrozen13d ago36K73813150.27%
Voyager just launched as an open creative harness that lets AI models work across 100+ creative tools. Another sign how AI economy is starting to shift towards software that picks the best model and tool for each job.frozen14d ago36K76811050.28%
$CRWV now in a 70% drawdown 😳 https://t.co/J6kHBd2o1k3h ago36K34922372111.17%
Fish Audio just introduced Drama 3 which is an open AI voice model that lets developers edit speech like text and control how individual words sound. You’re going to see more examples like this as AI voice becomes easier to build and advantage shifts toward companies like $META that already reach billions of users through their apps and devices.9d ago36K5547080.21%
Infleqtion’s CEO and CTO are live now with my buddy Gav breaking down “what quantum really is.”6d ago36K62731120.24%
The same AI buildout driving profits for a handful of companies is also pushing up energy and financing costs across the economy which helps explain why the major indices look strong while individual growth stocks are getting crushed. I really think the next AI phase comes down to whether all this spending creates enough productivity to drive earnings growth beyond those few winners because the strength in the indices is hiding just how much weakness there is underneath. https://t.co/9duUH3ZFm97d ago36K78620180.31%
OpenAI fired three safety researchers for sharing confidential information with outside AI safety group after a month of model pauses and scrapped GPT 6.1 Astra launch. Safety is quickly becoming a real product constraint as agents get more capable and reliability matters more. https://t.co/NkwvS9GNar21d ago36K1311417260.48%
$SNPS &amp; OpenAI are building GPT Synopsys which is a specialized AI model that can directly use EDA tools to design &amp; optimize chips. Really interesting seeing AI move from assisting engineers to actually running chip design workflows with Synopsys getting paid as usage scales. https://t.co/p6gGxgOeky22d ago36K10814190160.44%
SubQ just introduced Snap claiming it can process 100K tokens and return a decision in under a second for roughly half a cent with compute per token staying flat as context grows. Another example of how cost of intelligence keeps falling while number of tasks worth automating expands dramatically.10d ago35K54518070.24%
What a year it’s been for Hebbia. Congrats to the entire team 👏frozen14d ago35K3402040.11%
CME shelved plans for 24/7 oil trading over weekend staffing concerns 😳 https://t.co/CxxPbEAPgd16d ago35K63612130.24%
$SKHY and Samsung are upgrading their NAND plants in China to meet growing AI memory demand with Samsung targeting 286-layer chips and SK Hynix moving beyond 240 layers. This comes as China’s YMTC has overtaken Samsung in local NAND market share at 39% versus 34%. https://t.co/TxusL0QJ3v2d ago35K25826123160.90%
Odessia just launched an AI concierge that searches hundreds of travel options daily to book tickets, restaurants and hotels months in advance. Companies controlling inventory are going to gain so much pricing power in new economy. https://t.co/jjeKiaR1jS8d ago35K56712080.24%
$DOCN just launched Agent Learning and Agent Data Services to help developers catch AI agents failing silently and fix problems before they affect more users. DigitalOcean is moving into helping startups run, debug and improve their agents making its platform more valuable and harder to replace as adoption scales. https://t.co/2e3TQt5jU010d ago35K81720060.33%
Envato now gives users up to six AI image concepts for one credit showing how quickly falling inference costs are translating into more output per dollar. This is great for compute demand while more of value shifts toward platforms that own the workflow and proprietary data.15d ago35K4836050.18%
Elorian just introduced Glimpse which is an AI model that can count objects and track movement across video so essentially making it much easier to turn real world footage into training data for robots. We're going to need more GPUs and memory. https://t.co/pdQiwlceFM6d ago35K8014100120.33%
ContextQA just launched Ship which is an AI quality engineer that turns Slack bug reports into reproducible issues and hands them straight to coding agents. Really interesting seeing AI create its own QA layer as specialized agents start checking work produced by other agents.17d ago34K54611030.22%
Kalshi just launched America’s first stock index perpetual future with a never expiring market tracking the 500 largest U.S. companies. Wild how much prediction markets are starting to look a lot more like full exchanges. https://t.co/4riqV5a1xm16d ago34K6558060.25%
Arceus reportedly raised $17M to build an AI native law firm that handles routine contracts at flat fees through Slack. Another example of AI creating firms that sell outcomes instead of hours while making services cheap enough to expand demand. https://t.co/LsPeMI7Tqa21d ago34K7036190.26%
Cogent launcheds Attack Path Analysis which is using AI to map how attackers could move across cloud, identity and code to reach a company’s most sensitive systems. Cyber is starting to shift more and more towards understanding which attack paths can actually cause damage.frozen14d ago34K47111020.18%
OpenAI is expanding ChatGPT ads to 89 countries after reportedly hitting a $1B annual revenue run rate in under 200 days. That could be just the beginning as more people use ChatGPT to decide what to buy with Sponsored Agents opening up another way for OpenAI to turn those shopping decisions into ad revenue.1d ago34K93810660.37%
Bland says businesses can launch verified AI agents inside $AAPL iMessage in just 30 seconds bringing customer service and shopping directly into text conversations. Apple controls that verification through Business Register giving it a valuable position in agent commerce as more businesses use AI to interact with customers without Apple needing to build the agents itself. https://t.co/G7gBhmmX9R7d ago34K5957050.23%
$IBM up nearly 6% after beating earnings expectations on strong AI demand. https://t.co/a9bI9KxLYi1d ago34K1801114260.63%
Infleqtion just demonstrated 30 logical qubits working together on its Sqale quantum computer which is another meaningful step in logical qubit scaling. Congrats to a partner on another milestone hit. https://t.co/JI2yY3kVgNfrozen21d ago33K1211411060.46%
$DOCN is bringing together builders from OpenHands, Bolt and Amplitude at its Open Intelligence Summit to push for more control over how companies build and run AI. DigitalOcean wants to become the platform where developers can run and switch between models without being locked into one ecosystem.9d ago33K59480100.24%
Aries just launched a brokerage for you and your AI giving AI agents their own trading rails as the agent economy moves into brokerage accounts. https://t.co/wvc3h9SwNX2d ago33K485110120.23%
AI credit spreads are widening with $ORCL five-year CDS up ~10x in a year and $AVGO now guaranteeing debt tied to Anthropic's ~$35B chip financing. That doesn't change how strong AI demand remains but shows just how much capital companies are willing to commit to bringing more compute online.3h ago33K12914245190.58%
I just added to my $SPCX position. https://t.co/Xa6qFsailC3h ago33K26512350191.00%
Skyfall AI just unveiled SKY-001 claiming 3D CAD generation 100x faster and 150x cheaper than GPT Astra in its own tests Another example of how specialized AI models could take over high-volume workloads that frontier models are too expensive to handle https://t.co/YnwKBNucyU3d ago32K7679040.30%
Daniel and I are doing a special podcast episode in 15 minutes to break down what's happening in the markets amid today's AI drawdown and answer your questions in a live Q&amp;A. So come hop on! https://t.co/y7yfafQvao7h ago32K6277030.25%
Huge congrats to my buddy George and Hebbia team on tripling their ARR growth and 95% gross revenue retention in a single quarter. Just shows how vertical AI tools built around real workflows in finance are starting to gain traction.1d ago32K4917030.19%
Self Labs just launched Agent Vault letting AI agents log in and make purchases without seeing your card details while users set spending limits and approvals. Secure identity and payment controls are going to become super important in new AI economy. https://t.co/BBgTEoejww7d ago31K7059090.30%
Envato is keeping stock downloads unlimited while charging credits for AI generation showing how creating new AI content has become more expensive than distributing existing images. Now AI agents can search its 30M commercially licensed assets and build content from them. https://t.co/s1VViI966e7d ago31K3542040.15%
Congrats to some longtime sponsors at Aries on successfully raising $7M! https://t.co/gbQpyqlvlF1d ago31K4634300.18%
General Compute just announced a partnership with Positron AI to deploy its Atlas inference systems and eventually its next-generation Titan chips. The idea is to use GPUs to process prompts while Positron's memory-first chips generate tokens. https://t.co/bLv1RGfNjp2d ago30K45910150.23%
$AMZN DOWN OVER 5% 😳 https://t.co/xuDsVJFFv72h ago29K2851419371.13%
$MN showing how tough of a day it is for some of the biggest names in tech 😳 • $SPCX -8% • $META -7% • $NVDA -4% • $GOOGL -3% https://t.co/FT7e1gDdwj3h ago28K74913070.37%
Recursive just unveiled Flint which is an open-weight coding model that runs locally at over 125 tokens per second on an M4 Pro MacBook Pro in short-context tests. https://t.co/0L5IsErzSU1d ago28K4327040.20%
Holy moly $QQQ about to close down more than 3% 😳 https://t.co/fKIoHlk7Uu1h ago27K1741025540.80%
Excited to be on Yahoo Finance’s Market Hang for the next hour with @garyblack00 and @GerberKawasaki breaking down: • The AI Trade and what’s driving the latest selloff • Earnings reaction from $TSM and $ASML • What to watch ahead of the $TSLA Roadster event • Warning signs outside tech after the latest CPI & PPI reports7d ago27K96513040.44%
HUD just launched DataVendor which is a marketplace for licensing private AI training data, codebases and reinforcement learning environments. Another example of how proprietary data will become one of most valuable assets in the AI economy. https://t.co/txHeP3OJx74h ago26K3733050.19%
$VPG down over 17% 👀 https://t.co/socJ5I8H3C2h ago26K5911181170.41%
Pretty wild that $BE has nearly 5x its profits in just two years 🤯 https://t.co/w3TvLPVAbi38m ago24K29915244111.45%
Canva just unveiled Craft which is its own AI image model built for better layouts and precise placement rather than generic image generation. Another sign of how companies with proprietary data and distribution build their own specialized models. https://t.co/qVRLKNqT1N2h ago19K3333080.24%
$NVDA is essentially building the Android of robotics through its expanded Isaac platform with open AI models, simulation tools and a reference humanoid from Agile Robots. The goal is to get robot makers building on Nvidia's software and chips so it can benefit regardless of which humanoid manufacturer ends up winning.1d ago12K7234170.72%
$NVDA CEO Jensen Huang says the future of $SPCX AI data centers in space will depend more on value of the compute than the cost of launching it. The hardware is still the biggest expense so orbital data centers will favor the most productive AI chips that can justify the cost of putting them into space. https://t.co/9Owaa2uXyt7d ago11K391113030.59%
$GOOGL Waymo reportedly plans to grow its fleet to 8K robotaxis by year-end and 20K by the end of 2027. At its current rate of 125 paid rides per vehicle each week that would put Waymo on track for 1M weekly rides without any improvement in utilization. https://t.co/P94mLE2PXi3d ago8.6K2848110.49%
Whoa $AAPL is about to overtake $NVDA as the world's most valuable company. https://t.co/p1XGJu5hBZ6m ago6.3K35610110.84%
MonoDesk just launched free workspace for creatives that connects client leads &amp; invoices with an AI agent helping handle the busywork. Great example how next phase of Agentic AI is moving toward software that helps people run entire business behind it. https://t.co/xWCD82iNqt6m ago5.7K801000.16%