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stocksavvyshay

Shay Boloor

Verifiedactive
@stocksavvyshay

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

456,575 followers · 328 following · Last polled 1h ago
Perf. Score
75
Rank #38
Value Score
48.7
#138 of 268 priced
Median views
60K
p25 46K · trailing 7d
Followers
457K
+0.4% 7d
ER (impr.)
1.05%
eng ÷ impressions
ER (foll.)
0.16%
eng ÷ followers
Est. CPM
$25.13
QT-rate basis
WoW views
-31.0%
▼ falling

Rates & value · est. from 60K median organic views

fairly priced
Quote tweetbasis
$1500
$25.13 / 1K views
Post
—
no CPM
Thread
—
no CPM
Retweet
—
no CPM
Value Score 48.7 · rank #138 of 268 priced$2586.21 / 1K engagementsrates updated 3mo ago

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 (60K), not the mean (68K) — so a single viral post doesn't inflate a creator's reach. The p25 floor (46K) is the level 75% of posts clear.

Recent posts · ranked by views

PostPostedViewsLikesRepostsRepliesQuotesBookmarksER
Elon Musk was asked why $SPCX & $TSLA are still separate given how closely they already work together across so many areas. His answer left the door open saying “who can imagine what action one might take when there’s so much close collaboration.” https://t.co/w0u12d0pBp23d ago1.4M68254225610.06%
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/dzFDHBYuXA8d 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/j7K3xxtR82
14d ago
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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/YsEUHmU6n49d ago645K4.3K3401891166950.88%
$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%7d ago468K2.3K265127601340.62%
HOW SEMICONDUCTORS ARE PRICED ON 2027 EARNINGS • $INTC 53x • $ALAB 47x • $ANET 39x • $AMD 36x • $MRVL 36x • $ASML 28x • $KLAC 26x • $LRCX 25x • $AMAT 24x • $COHR 23x • $LITE 23x • $AAOI 23x • $TSM 20x • $CRDO 18x • $AVGO 18x • $ON 15x • $NVDA 14x • $SNDK 7x • $MU 6x • $SKHY 4x19d ago447K2.6K334118321.7K1.06%
$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/k2jEH9275K10d ago430K1.4K1334919650.40%
A year ago $NVDA was ~40x the size of $AMD. Today that gap is ~5x with AMD officially joining the $1 trillion club. Give Lisa her flowers. https://t.co/wMG5bi9qsN16d ago406K4.5K276114301351.25%
$NVDA CEO Jensen Huang told Marc Benioff to “just follow me” and the $CRM CEO had the perfect response. “We’re all following you, bro.” https://t.co/n4vvZGZ97t22d ago387K2.7K14856273360.83%
Michael Burry disclosed larger shorts in $MU and $NBIS. https://t.co/TKe2Hp8O2D15d ago363K1.1K5322871780.41%
Michael Burry just said he is covering some of his shorts and reducing the size of his bearish bets on $NVDA and $CRWV. That comes as CoreWeave signs A100 contracts through 2029 which directly challenges idea that older GPUs lose their value as quickly as the bear case assumed. https://t.co/XvQoUDsSmL29d ago344K1.9K158141651290.71%
KEN GRIFFIN JUST DISCLOSED A 5% PASSIVE STAKE IN $IREN https://t.co/kWIHjzdANp7d ago339K2.3K14190441870.80%
Cathie Wood bought ~$37M of $META yesterday https://t.co/EPvlEGS3k916d ago326K9813316061460.39%
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/PLNTPRSkP914d ago325K457333016580.18%
A $10K investment in $AMD when Lisa Su became CEO would be worth ~$1.9M today 🤯 https://t.co/fKna7H2IGe16d ago316K2.1K10143161130.74%
$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/nGpAWCy8AR14d ago303K1.5K10179262190.63%
President Trump called $NVDA CEO Jensen Huang live during his interview and joked “He can create the best AI chip in the world but can’t figure out how to put me on speakerphone.” Both agreed AI is a major driver of growth and U.S. national security. https://t.co/Sc0a2Nrm1l23d ago302K2.5K21147172701.00%
$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.frozen14d 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...4d ago284K2.2K32988361.5K1.45%
President Trump says “If I had known the market was going to rally like this after a rate hike I would have kept Powell in there.” https://t.co/FUz8wmWljLfrozen21d ago265K2.7K9690291051.14%
$PLTR PICKS $NBIS AS ITS PREFERRED SOVEREIGN AI INFRASTRUCTURE PARTNER Palantir CEO Alex Karp says “our ontology and their infrastructure will undergird the sovereignty our partners are demanding” as Nebius becomes part of Palantir’s enterprise AI stack. That gives Nebius a direct path into Palantir customers that want dedicated AI compute while keeping control of their data and models.1mo ago260K2.0K20147441270.95%
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.7d ago255K1.2K8666181550.60%
$NBIS just announced on demand GPU price increases effective October 1 with H100, H200, B200 and B300 rates rising ~20%. The biggest increase is $NVDA B300 pricing from $7.85 to $9.50 per GPU hour as Nebius continues expanding GPU availability across Europe and the U.S. https://t.co/wqUJyBN8BQ21d ago250K1.2K944026680.58%
The $NBIS, $CRWV and $IREN debate comes down to three very different competitive advantages: • Nebius is most interesting higher up the stack where software around training, inference and agents could increase value of every megawatt it deploys • IREN wins on power access, site development and ability to bring large amounts of AI capacity online efficiently • CoreWeave wins on operating experience with proven ability to run massive AI clusters for some of the most demanding customers in the market. The real question is which advantage proves hardest to replicate as competition increases.23d ago248K568463551500.32%
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.12d 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/YrLynXcYYJ14d ago242K1.3K7440141850.68%
Jim Cramer just called $ONDS “a meme stock.” https://t.co/gIdK4735sefrozen27d ago242K9474213551550.51%
Wells Fargo downgraded $NFLX to Underweight and cut its price target to $57. The concern is “weakening engagement trends” as Netflix struggles to produce enough major original hits to reaccelerate viewing. https://t.co/wL7FS25Dhs20d ago241K1.2K9718239850.68%
$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.7d 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.10d ago230K606334310300.31%
$SOFI just moved stablecoin settlement onto its $25B card program with $MA taking SoFiUSD into live payment infrastructure. Anthony Noto says businesses can now get “faster access to their money via the speed of blockchain, with the safeguards of a bank.” https://t.co/dKKtd7SHej16d ago230K815762822550.43%
$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/07MThmLGqnfrozen13d 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/kZeeV1WoyE8d ago224K1.4K1246329700.76%
$META may have just found its most important consumer product since Instagram and WhatsApp. Muse gives Meta a path to move from monetizing attention to monetizing action by owning more of the journey from discovery to decision to transaction. https://t.co/LWMMTSwpfC28d ago223K43830196610.25%
$ORCL Chairman Larry Ellison just canceled a planned $7.5B stock sale without selling a single share. Thats a pretty smart move with Oracle entering one of the most capital intensive buildout periods in its history. https://t.co/GhblZd1dbc25d ago221K1.5K1348351850.82%
The Fed keeping rates higher through 2027 is a real headwind for $CRWV because they already have to build so much capacity well before the revenue shows up where net interest expense alone hit $640M last quarter. But $NBIS raising GPU prices ~20% across both older and newer generations while still adding capacity tells us the same AI compute market CoreWeave is selling into remains very tight with demand still absorbing supply faster than expected. So I do think the Fed made CoreWeave’s financing burden worse today while Nebius gave us another strong signal that demand needed to support all that investment remains very strong.21d ago217K47028364590.28%
$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.9d ago215K7499231181560.49%
$NVDA APPROVES ANOTHER $150B SHARE BUYBACK 🤯 https://t.co/Z7ZpmmRbJH10d ago215K2.1K1274619371.08%
“Be fearful when others are greedy and greedy when others are fearful” -- Warren Buffett That was $META for me. https://t.co/J7Ep7rVbvq17d ago212K61226264320.33%
$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.7d ago212K2.2K28474512851.38%
$AAPL has reportedly accepted Samsung’s Q1 2027 memory pricing with DRAM and NAND roughly 30% to 40% above Q3 levels. Apple accepting those increases is another sign that memory suppliers still have the upper hand on pricing heading into 2027 especially for $MU and $SKHY. https://t.co/OmXtylCf1923d ago208K1.4K16244231270.85%
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%12d ago207K1.3K13882145400.99%
$OKLO launches a new $1 billion at-the-market offering program. https://t.co/9dbDTpgzZffrozen27d ago203K628396320690.40%
$AMD JUST BECAME A $1 TRILLION COMPANY https://t.co/qZWjQxs2oc17d ago202K4.2K28262481002.33%
$MSFT is flying today past $500 after Microsoft rebuilt Copilot as an “OS for work.” https://t.co/qahXELtrgMfrozen13d ago198K955594310470.56%
$INTC CEO Lip Bu Tan says memory prices are up 5x to 7x and the shortage could get even worse in 2027 with memory now ~75% of the cost of some lower end phones and laptops. That lines up with $SKHY which says 2027 could be the industry’s worst supply year. https://t.co/8Ar5IaeSGxfrozen20d ago197K95012643161060.63%
Oppenheimer sees $META Muse reaching $28B of AI agent revenue by 2027 driven by 115M paying users at the same 6% conversion rate as ChatGPT. Wild to see 80% Agentic AI operating margins which would make Muse way more profitable than Meta’s core ads engine. https://t.co/Lgi3o91tlg19d ago197K1.4K14094413891.03%
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/T0aZ245fpv8d 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 | Kratos12d ago195K1.7K24484171.1K1.62%
$IRDM STOCKHOLDERS APPROVE $RKLB ACQUISITION https://t.co/INH3fQqynkfrozen13d ago193K1.3K612411860.78%
$NVDA CEO Jensen Huang says a 1 GW AI factory can cost ~$55B to build. He adds that “the rentals of that one gigawatt AI factory is about $50B per year” which helps explain why companies are racing to secure power and build AI infrastructure. $NBIS $IREN $CRWV $CIFR $WULF https://t.co/Pq5AnJfmTA22d ago189K1.4K15362202350.98%
Anthropic plans to have 5GW of compute online by year end. I’m starting to understand why Dario wants to “slow down AI development” with that much compute capacity about to come online. https://t.co/k3G0qWSjP5frozen20d ago187K590344913280.38%
$META is absolutely flying right now 👀 https://t.co/zRqsDzV3Fr17d ago186K3473021360.22%
$ORCL Q1 EARNINGS • Revenue $19.3B vs Est. $19.1B • EPS $1.92 vs Est. $1.74 • Operating Income $8.2B vs Est. $7.8B • RPOs $664B (+$209B YoY) FY27 Guidance • Revenue $90B vs Est. $89B • EPS $8.10 vs Est. $8.06frozen27d ago185K801873815310.52%
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.12d ago183K1.2K11955253160.94%
$UBER CEO Dara Khosrowshahi just bought about $10M of stock at an average price of $70.96. It is his first open market purchase since May 2022 which makes the size and timing of the buy stand out. https://t.co/3YoFx0NEbbfrozen27d ago179K1.2K9187241740.91%
Michael Burry goes long copper with a new position in $ERO https://t.co/PWnMAUMNZd16d ago179K1.5K12554354881.21%
Leopold Aschenbrenner’s Situation Awareness has reportedly been active in the options market while building significant stakes in $CRWV, $SNDK, $BE and $AMD. He’s leaning right back into the AI trade after blowing up the fund earlier this year. https://t.co/8aol5y5tAU27d ago179K786617020980.58%
Jensen Huang could pay ~$8B in taxes over next 5 years and says “I’m not afraid of paying taxes. I’m just afraid of being poor.” That mindset also shows up in how $NVDA pays people where he says “I try to pay people as much as possible.” https://t.co/Cn2DhPHBjn18d ago178K1.4K11653121740.99%
Jim Cramer says $GME turnaround is starting to work as the company returns to profitability. “I’m willing to say that stock is a buy.” https://t.co/5DJHzSYydhfrozen20d ago177K6595915766510.56%
$AAPL just introduced its first-ever foldable iPhone called the “iPhone Duo.” https://t.co/jFtyipB1FH28d ago177K870655520530.60%
$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/gfY6CyYh50frozen13d 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 $545d ago177K1.6K4014241.5K1.99%
WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them19d ago176K1.7K32261211.9K2.29%
$IREN 2GW Sweetwater hub has been conditionally included in ERCOT’s Batch Zero process covering 1.4GW at Sweetwater 1 and 600MW at Sweetwater 2. That brings another piece of IREN’s 5GW pipeline closer to data center deployment, with the first 300MW targeted for Q4 2027. https://t.co/d8RzWrFLwJ1mo ago176K65060178380.44%
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/FWm8QgSafr12d ago175K1.6K2465979191.61%
The stock market just fell into “extreme fear.” https://t.co/vYBnD2Na8C21d ago175K2.1K21111954791.49%
President Trump is set to make an announcement at 2PM ET Monday. https://t.co/lzfoKrPVAk10d ago174K941658427420.67%
Cathie Wood bought ~$26M of $RKLB today https://t.co/ip6na0YOfK15d ago174K1.6K8882281081.09%
UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $58 • $ASTS $53 • $PL $16 • $RDW $8 Drones • $ONDS $6 • $AVAV $146 • $KTOS $42 • $MRCY $79 Quantum • $IONQ $32 • $RGTI $13 • $QBTS $16 • $INFQ $10 Nuclear • $OKLO $37 • $UUUU $12 • $GEV $942 • $LEU $151 Photonics • $AAOI $87 • $LITE $726 • $COHR $230 • $AEHR $68 CPU Bottleneck • $AMD $419 • $INTC $97 • $ARM $235 • $AMKR $52 AI Infrastructure • $IREN $39 • $NBIS $213 • $CIFR $15 • $CRWV $82 AI Power • $ON $72 • $BE $241 • $NVTS $9 • $VRT $253 AI Connectivity • $AVGO $334 • $ALAB $251 • $CRDO $151 • $MRVL $229 AI Silicon Stack • $NVDA $209 • $TSM $395 • $ASML $1,544 • $MU $834 AI Applications • $PLTR $145 • $NOW $125 • $CRWD $177 • $SNOW $283 Physical AI • $TSLA $353 • $AMZN $252 • $GOOGL $302 • $VPG $6326d ago173K1.5K4532661.4K1.97%
$UBER President and COO Andrew Macdonald just bought 70,000 shares worth about $5.3M around $76. Worth noting when one of the people closest to the business is putting that much personal capital to work. https://t.co/MiXzH5aBLY1mo ago173K1.1K5770181670.83%
$AMZN just blocked $META Muse from shopping on its website saying agent violates its terms while Meta says Muse never sees passwords or payment details. Wild to see AI agents already starting to sit between consumers and checkout putting discovery and ads up for grabs. https://t.co/75DddR8kHp17d ago172K1.7K134102491621.24%
President Trump is calling AI data centers “the oil of the next 50 years” and says America cannot afford to push the buildout away. He argues they can bring investment and wealth to local communities and warns the U.S. not to “kill the golden goose.” https://t.co/2RfmfU5ACS26d ago170K1.2K12457301040.90%
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/FIzzoMh38U5d ago169K1.5K11551162441.16%
The neocloud trade is starting to become more about who can finance that demand cheapest: • $CRWV is paying 8.3% on ~$35B of debt which is why interest expense is heading toward ~$900M a quarter even with demand still strong. • $NBIS has seen its rate rise from 2.3% to 5.5% in three quarters but customers are still prepaying a large portion of CapEx which keeps the funding model way cleaner than CoreWeave’s. • $IREN sits at the other extreme at just 1.7% partly because more of its funding comes through converts where cost shows up as dilution instead of interest but also lenders are still giving much cheaper capital to energized power and interconnects than to GPU-heavy balance sheets. Thats why cost of capital is becoming almost as important as demand because all three can grow while financing determines who keeps more of the upside.17d ago168K1.1K9655172830.90%
$META is partnering with $PYPL to let Muse users shop and check out across PayPal merchants worldwide. Meta says “we will not rest until your Muse can shop till he drops” as it keeps turning Muse from an assistant into a transaction layer. https://t.co/zmvPPivFzP16d ago167K669503415290.48%
$META is up more than 5% premarket after saying early Muse usage has “blown way past our projections” with users engaging 10x more than its test cohorts. Muse also hit the App Store top 5 in under 24 hours giving Meta an early sign its consumer AI push is landing. https://t.co/ronfQKjPOe29d ago165K1.2K975028780.91%
MACRO DATA JUST DROPPED • PPI 5.4% YoY vs. Est. 5.3% • PPI 0.4% MoM vs. Est. 0.4% • PPI Core 4.6% YoY vs. Est. 4.6% • PPI Core 0.2% MoM vs. Est. 0.3% https://t.co/uCZbLZaM9Z28d ago164K689602811450.51%
$HOOD says 24/7 stock trading is coming soon including weekends. Public markets slowly turning into a casino that never closes. https://t.co/Kc7dIwo0um8d ago164K1.5K8311237631.09%
Dario Amodei’s gloomy AI essay is hitting the AI trade across the board pre market: • $AEHR -9% • $NBIS -8% • $MRVL -7% • $SKHY -7% • $VRT -7% • $ARM -7% • $AAOI -7% • $LITE -7% • $BE -7% • $CRWV -7% • $MU -7% • $SNDK -6% • $INTC -6% • $AMD -6%24d ago164K7785878101190.64%
I still don’t see a rate hike next week 😅frozen27d ago163K1.1K4918614410.88%
Bernstein models $IREN scaling to ~5.8 GW longer term with cloud revenue reaching ~$17B and adjusted EBITDA ~$13B by 2030. Interesting that they assume Childress stays flat at 750 MW so almost all of that upside comes from proving Sweetwater design can be repeated across Oklahoma, Australia and Europe. Thats where the opportunity gets really large if IREN can execute with three-year contract pricing already up 125% even as the note also models ~$65B of incremental CapEx before the full revenue ramp.18d ago163K745594518930.59%
President Trump says he is creating an “AI Force” and will appoint an AI czar, while making clear the U.S. will not slow or stifle AI development. He also says AI could eventually account for as much as 25% of U.S. GDP. https://t.co/eRCAQH0Tkw18d ago162K1.4K1549528911.11%
$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/NMfwqaMbzc8d ago161K1.7K12875181471.29%
My son was born four months ago and the first thing I bought for him was Bitcoin. Turns out beginner’s luck may have nailed the 2026 bottom 😅 https://t.co/8O5ge1x5RF17d ago160K84310411130.57%
Just Don’t Do It. $NKE https://t.co/KUEsZpoTL9frozen6d 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/nPdRKJ9dH28d ago158K1.2K774451270.95%
$META should double down on agentic commerce by buying $PYPL. Meta has created ~$340B of market cap since Muse launched two weeks ago so let’s say Zuck offers $75 a share for PayPal. So at ~$60B or ~9x FCF Meta gets the payment rails, merchant relationships, fraud infrastructure and trusted consumer brand its AI agents will eventually need. Meta can already rent those rails through Stripe and the card networks but owning the trusted payments layer could turn Muse into a full commerce platform. Make it happen Zuck.15d ago157K562395915420.46%
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.11d 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/9OBQefiqpp14d ago156K3.0K88622161052.57%
$META just aired the first national TV ad for Muse. https://t.co/bMf3pmSR0d18d ago154K1.3K7652111881.08%
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/blipPEBwVR15d 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/fItShbGn9T10d ago153K89672302210.67%
$AMD JUST BROKE OVER $600 FOR THE FIRST TIME EVER https://t.co/ofWcDXmy3517d ago152K1.3K954323280.98%
$SHOP is partnering with $META to bring agentic checkout with Shop Pay across every Shopify store. That means users can go from product discovery to checkout directly inside Muse. https://t.co/QeZRvmGlEV16d ago149K629573723310.52%
Can someone tell $SOFI the market is absolutely ripping today. https://t.co/BYuAXkGrPmfrozen21d ago149K86729998260.69%
JPMorgan says $META Muse could become the most-used consumer AI app since ChatGPT after reaching #1 on the U.S. App Store and reiterated its $820 price target. Distribution is everything in the new AI economy. https://t.co/I1nvrvG8le16d ago147K1.5K1227329961.23%
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.13d ago146K43845366830.42%
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.7d ago146K865736483640.94%
$MU just demonstrated world’s first 512GB DDR5 server module which can push a 24 slot server to 12TB of memory while cutting power by more than 60%. $AMD and $INTC are already validating it as AI workloads demand more memory per server with Micron saying the goal is to “keep larger datasets closer to the compute engines that need them.”23d ago144K1.6K14030201241.32%
Absolutely wild seeing $AMD up more than 600% over the past 18 months 😳 https://t.co/c9knrjiCabfrozen12d ago144K1.3K495311561.02%
$GOOGL co-founder Sergey Brin is taking a bigger role in Gemini pushing teams to move faster, cut bureaucracy &amp; lean harder into recursive self-improvement. It’s starting to really look like Gemini 4 is becoming Google’s big test of whether AI can start improving itself faster. https://t.co/E3iGx0VfiC29d ago144K1.1K67429680.87%
The next leg for $SOFI is proving earnings can grow faster than the balance sheet as LPB and fee businesses let it monetize more volume without holding every dollar of credit itself. The charter built the deposits and funding base but this is what can turn SoFi into a broader financial platform.16d ago143K31127253210.27%
$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/suAZILknLW3d ago142K1.2K7831171201.03%
Morgan Stanley now sees a 33 GW U.S. data center power shortfall through 2028 as $NVDA Rubin Ultra pushes rack power toward 600 kW. That makes already energized sites much more valuable because every year saved waiting for power is worth ~$4.50/W. $NBIS, $CRWV, $IREN, $WULF, $CIFR, $APLD, $CORZ17d ago141K1.2K12958182291.15%
$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.4d ago139K1.1K11461211781.05%
Had no idea $OPEN had fallen all the way below $3 😳 https://t.co/fsk3MjMl16frozen27d ago138K5603614913380.58%
$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.7d ago138K1.0K10935232061.01%
$VST up nearly 6% on reports it could receive $4B from the government to boost nuclear output. https://t.co/mgZ3ssDNB83d ago137K1.5K9745151341.33%
$NVDA CEO Jensen Huang says neoclouds are becoming a critical part of the AI buildout because “they secure land, power, and shell for us that the CSPs have already exhausted.” He pointed to $CRWV and $NBIS as the next layer of capacity scaling around the world. https://t.co/GQhVKcEncwfrozen28d ago136K1.2K1044226971.09%
Jim Cramer is bullish on $NOK saying “I like Nokia very much.” He called it “a terrific situation” and said “I would be a buyer right here.” https://t.co/SRXTF9w4pd21d ago136K413178830260.42%
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.3d ago134K1.4K12466102621.35%
The stock market is on the verge of falling into “extreme fear.” https://t.co/LMc3Jlum7G22d ago134K1.6K1409633551.41%
$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/yvHzimzLQZ9d ago134K898682711530.79%
$PLTR CEO Alex Karp says “How can they tell me not to wear a condom?” while arguing against overly broad AI regulation. He wants “reasonable guidelines” but says the real accountability should come from holding people liable when the technology they build causes harm. https://t.co/Of7JjAmDx8frozen21d ago133K9956137161050.91%
$RKLB just launched a new space solar cell that is 32% efficient, 40% lighter and completely removes germanium from the design. That means more power with less weight while reducing supply chain risk expanding Rocket Lab’s role deeper into satellite infrastructure. https://t.co/f7z55VvgtJ29d ago133K2.0K17328131141.77%
WHO GETS PAID IN THE AI CLOUD STACK AI clouds are becoming the middle layer between scarce AI infrastructure and companies that actually need compute: Who supplies the AI clouds • $NVDA sits at center of compute layer by supplying the GPUs that determine how much capacity these platforms can actually bring online. • $MU & $SKHY supply HBM required to keep those GPUs fed as model sizes and inference workloads continue scaling • $DLR, $EQIX, $CORZ & $APLD provide physical data center infrastructure underneath the cloud layer giving AI clouds another path to scale without owning every building themselves. Who turns that infrastructure into compute • $CRWV, $NBIS & $IREN sit directly in middle of the stack by combining GPUs, power, networking and software into usable AI compute that customers can rent. Who buys the compute • $MSFT, $META & $GOOGL are unique because they are both customers and competitors by renting external capacity when internal supply is constrained while continuing to build their own • $SHOP & $CRWD show where next leg can come from as enterprise demand broadens customer base beyond a handful of hyperscalers and AI labs. • OpenAI & Anthropic represent AI lab customer base where demand can scale really quickly as training and inference requirements grow.frozen20d ago131K1.0K20367126881.53%
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.3d ago131K830655020840.80%
The $IREN Warriors sponsorship and in house marketing push will get some FTX era comparisons but difference is IREN already has real AI customers, scarce power and contracted demand behind it. If management keeps converting that into capacity then the branding gets a lot less heat because IREN starts looking much more like a vertically integrated AI infrastructure platform.28d ago131K32925285160.31%
$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/n2uTMyTSp514d 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.14d ago130K939349011450.86%
Michael Burry declares the “mother of all crashes is imminent” as stocks keep breaking through all time highs. https://t.co/I4eHZFpnUM1d ago130K6873916017330.72%
Goldman Sachs expects 2028 to be the inflection year for $NBIS with revenue nearly doubling to $25B while EPS flips from loss to nearly $8 of earnings (30x earnings). You can see how its already moving that way with demand visible 24 months out and management saying it could sell all planned 2027 capacity today while keeping room for higher value customers as pricing and contract terms improve. Nebius is also moving beyond raw infrastructure through $PLTR enterprise distribution while customer prepayments help fund growth which sets up 2028 as the year the capacity build starts translating into real earnings power.23d ago128K8438229211850.91%
$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.frozen14d ago127K7441162581160.79%
$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/0tkl7oOh165d ago127K2.0K21957231541.95%
$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/jHcm83f1j115h ago126K601689337570.68%
Cathie Wood bought ~$17M of $RKLB today https://t.co/nxuDi746rkfrozen6d ago126K1.2K714712581.12%
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/Ki22TNXQAW14d ago124K1.4K744310451.23%
$META is laying out the endgame for Muse as a “business in a box” that can turn an idea into a product, build online presence, plug into Meta’s services and run the ads. Zuck says it should eventually “carry on the business and make money for you” putting Meta underneath full lifecycle of millions of micro businesses and giving it a tax on the commerce.25d ago123K67759316870.70%
$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/w2dHQI3dd615d ago123K72560319370.70%
$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/Mh5CP3ZsEl7d ago123K79358377620.78%
$CRML is up over 30% after the new U.S.-Denmark-Greenland security framework restricts sensitive investment from China and Russia. That puts Tanbreez directly in focus with a ~93% stake in one of world’s largest known heavy rare earth deposits. https://t.co/NVPGoalH6p17d ago122K7528537131870.88%
The Fed’s first rate hike since 2023 looks more like the start of a higher for longer reset with 16 of 18 officials expecting at least one more hike this year. Really interesting seeing that the path staying higher for longer with rates now seen at 4.1% through 2027. https://t.co/2ISYwSe8oY21d ago122K17631116150.20%
$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.2d ago121K1.2K1133016561.19%
Anthropic plans to scale available compute to ~10GW in 2027 and is in talks with $META on a potential $10B compute lease over two years. https://t.co/3gds1bdQ2Ufrozen20d ago121K742613215430.74%
$NVDA and $PLTR are reportedly reducing their reliance on Anthropic as both expand toward alternative and open models including Nvidia’s Nemotron. Palantir still supports Anthropic so this looks more like a broader shift toward a diversified model stack. https://t.co/omdNqDhvFe24d ago119K1.7K1465824881.66%
President Trump is rejecting calls to slow AI arguing that easing off now would hand China an opening in the most important technology race. “We’re leading China in AI... whoever wins AI wins.” https://t.co/4gKuEwTIfV24d ago119K1.1K926114641.11%
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.15h ago119K1.4K15770221661.50%
$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/d6S5JV9FEQ7d ago119K1.1K945414901.17%
If you're a long term investor then weeks like this are exactly when you should be looking for opportunity as AI stocks sell off on fears of slower frontier model development while market braces for a potential Fed hike. Obviously nobody likes losing money but indiscriminate selloffs let you upgrade into stronger companies tied to high conviction themes that I believe are still in the early innings.24d ago119K1.1K77709671.10%
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 sooner5d ago118K1.0K1424328061.70%
$NVDA is partnering with Australian providers including $IREN and $SHAZ to build up to 2GW of AI infrastructure by 2027 with IREN bringing its 800MW Bundey campus into the rollout. Nvidia calls AI factories “the essential resource of the AI economy” while IREN says DSX gives it a “repeatable blueprint” to bring capacity online at scale. This is another example of AI compute moving toward regions with available power turning Australia into a much bigger market for Nvidia infrastructure and giving IREN another path to monetize Bundey.28d ago118K98192259771.01%
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/9ouV7BNKJk7d ago117K23524427160.28%
$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/dygslT3kCBfrozen6d ago117K434396222590.52%
$META plans to deploy its new in house Arke chips in H1 2027 followed by next generation Astrid chips by year end. Meta says the chips will “save money and energy” as it builds more custom compute alongside its growing AI infrastructure. https://t.co/CScA7WIqQr23d ago117K37028255210.38%
What I like about $NBIS is that the opportunity goes beyond selling GPU capacity because Aether Soperator and Token Factory help customers get more useful work from the same infrastructure. Eigen AI and Clarifai extend that into inference where better software can lower compute needs and increase what Nebius earns from same installed infrastructure.22d ago116K29618172240.31%
$RKLB successfully completed its 96th Electron launch. https://t.co/8ojuN1qRLZ19d ago116K1.7K991815221.57%
$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/dr04vTVm2s2d ago115K631632716710.70%
$RKLB successfully completed its 97th Electron launch. https://t.co/bbV2BNB4bIfrozen12d ago114K1.4K692911251.30%
$QCOM and $AMZN are teaming up on custom AI data center chips starting with large scale inference for AWS. The partnership also reaches into 1.6T optical connectivity giving Qualcomm a path to sell both the compute and the networking around AI workloads. https://t.co/6loIQWySma1mo ago114K29033223170.32%
$AAPL introduces the iPhone 18 Pro and Pro Max with the new A20 Pro chip which is its longest battery life yet and upgraded low light cameras. Apple moving more AI onto the device while keeping heavier workloads inside its own private cloud. https://t.co/EV7ExfzaSA28d ago114K32221216230.35%
$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/SgZe6KLduE10d ago113K36224226250.39%
I’ve made $META my top Family Portfolio position because I think personal agents are going to become one of the largest consumer AI categories and distribution or installed bases will ultimately decide who wins. Meta already owns the consumer relationship through Instagram, WhatsApp, Facebook and Marketplace but what I think most people are discounting is that for years $AAPL controlled device layer and sat between Meta and the transaction but in new AI economy you're going to see how Muse starts to change that type of architecture. I think we’re going to see more examples of your agent shopping, booking travel, comparing prices, managing subscriptions and executing entire workflows inside Meta’s cloud while the phone increasingly becomes interface where those actions get approved. Thats why I think the market could look at Meta very differently 5 years from now as it starts moving from a company that primarily monetizes attention through advertising into a personal AI commerce and services platform that can monetize action.29d ago113K836565561220.95%
$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.5d ago112K8697443201551.03%
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.11d ago112K721812644671.16%
Cathie Wood says each Starship launch could generate roughly $1B in revenue with Elon Musk targeting as many as 10K flights per year by 2030. She says that would put Starship at $10T in annual revenue and make $SPCX $1.8T IPO valuation look very different in hindsight. https://t.co/Rpr7N2hZEF22d ago112K1.0K959110671.15%
Cathie Wood bought ~$28M of $META today https://t.co/DpSPWmvpxb28d ago111K472193411210.50%
$IREN doesn't need dramatically more capacity for the 2027 opportunity to get much bigger because higher pricing alone can really change the value of the ~450 MW its already building: • At $10/W, JPMorgan estimates NPV at negative $6.2B • At $15/W, NPV rises to $2.6B • At $20/W, NPV jumps to $11.3B Management says its already discussing deals near $25/W which is why pricing could ultimately be the much bigger upside lever than capacity.frozen21d ago111K713533110900.81%
$IONQ just demonstrated real-time quantum error correction across 408 logical qubits using a single standard CPU with almost no added delay. Thats great to see because the decoding can stay real time without adding a huge amount of classical hardware as system scales. https://t.co/1ZKSFiWjkK15d ago111K97012543221201.16%
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.9d ago110K1.1K13947124591.61%
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/mmNERa9czAfrozen6d ago109K517462930250.59%
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/3hbtRlZexw8d ago109K57144475580.66%
HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +655% 2. $TWST +426% 3. $MRNA +422% 4. $AEHR +363% 5. $DELL +352% 6. $AXTI +328% 7. $MU +256% 8. $BE +206% 9. $AAOI +202% 10. $INTC +194% 11. $MRVL +187% 12. $PENG +172% 13. $DOCN +170% 14. $NBIS +167% 15. $AMD +161% https://t.co/bBSfDc6ore18d ago109K8491144692241.14%
$NET is up more than 10% today as $META Muse momentum spreads into the infrastructure that carries AI agent traffic across web. If millions of agents start using cloud based computers to search shop and book for users then Cloudflare gets more traffic to route secure/optimize and we're already seeing how non human traffic already crossed 50% of its network in Q2.29d ago109K45640199990.57%
$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.5d ago109K870812815981.00%
JPMorgan just upgraded $META to Overweight with a $820 price target saying the AI upside is “moving well beyond ads.” Muse, Model API and Business Agents are opening new revenue streams across ~4B users while Watermelon and Prometheus cluster push Meta further up the AI stack. https://t.co/xsrNOe1BuQ28d ago108K66141359440.73%
$APP now down more than 60% in 2026 😳 https://t.co/AI6pmedbHOfrozen6d ago108K25018266230.30%
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/43XpIo9TsT3d ago108K1.2K64763381.32%
$META up over 40% in the past month 😳 https://t.co/wprm7OLCWCfrozen13d 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.7d 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/Da9Ar0LUhK8d ago108K636386014810.77%
$SPCX just unveiled Starlink Router 4 with its first Wi Fi 7 router with faster speeds that support for up to 510 devices and coverage of up to 3,500 square feet. This is how Starlink starts owning full connection from space all the way into the home. https://t.co/bag3dMYZMj28d ago107K1.5K142249951.68%
$AMD is reportedly preparing to raise chip prices by ~10% as higher $TSM wafer costs flow through to customers. The increases are expected to hit AI accelerators and consumer GPUs starting in Q4 as advanced node manufacturing gets more expensive. https://t.co/s6Gx91ItrMfrozen21d ago107K954712717501.05%
$META is a perfect example of how fast market can change the narrative once price starts working because the same capex, AI spend and installed base that were ignored all year suddenly look like advantages once the stock starts moving higher. Muse was clearly the turning point because Meta finally showed a consumer AI product with clear monetization through paid tiers while plugging the agent into the apps and services people already use every day. But this is another reminder that building conviction before story feels obvious is the name of the game so the position is already built by the time everyone else starts paying up for the same thesis.17d ago107K522453114520.62%
$MSFT is planning a 3x data center expansion taking global capacity from ~12 GW today to over 38 GW by 2032. That still excludes neocloud capacity which shows how far Microsoft is building ahead after already having to turn away AI demand because it ran out of capacity. https://t.co/gfqApcyM3mfrozen27d ago107K936944722801.10%
Rosenblatt initiated $SNDK at Buy with a $2,400 PT as AI turns NAND into a “more system-critical component of AI infrastructure.” The firm sees ~80% gross margins and ~$300 of FY30 EPS as SanDisk moves closer to the compute stack and customer agreements reduce NAND cyclicality. https://t.co/FUaYo1Z6X116d ago107K38733148290.44%
Goldman Sachs says $META edge in consumer AI is “scale and distribution” as Muse moves AI to actually completing tasks like shopping, booking travel and managing everyday workflows. Goldman also sees the monetization expanding well beyond subscriptions with Meta potentially taking a cut of commerce as Muse connects into payments through Stripe.24d ago107K688553512430.78%
$META is starting to put a subscription layer across its entire ecosystem with Meta One now live globally across Instagram, WhatsApp and Facebook. Plans start at $7.99 for consumers and reach $499 for businesses with more AI usage and premium tools bundled in. https://t.co/oAoeyroXKp23d ago107K749463114740.86%
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/FrqQnP3VNU3d ago106K8281102382321.13%
$ORCL RPO has gone from $99B two years ago to $664B today which is nearly 7x in two years. Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. https://t.co/eFTg811VLBfrozen27d ago106K530774211460.66%
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.10d 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.15d ago106K814694620950.98%
$CRWV is going back to the capital markets with a proposed $3B convertible senior notes offering. CoreWeave still has a ton of demand in front of it but funding that growth remains other side of the story as the infrastructure buildout gets a lot more capital intensive. https://t.co/nomU1B40B721d ago105K34424379200.41%
Stocks are getting hit today as the U.S. 10-year hits 5.04% which is its highest level since 2007. https://t.co/dXF5Eqcimq15d ago105K9151015915311.06%
$NVDA Rubin BoM shows where the AI dollar is moving as memory now represents 24% of system cost and DRAM alone is larger than HBM: • GPU excluding HBM 70% • DRAM 13% • HBM 9% • NAND 2% • NVLink 2% • Cooling 2% • Power supply 1% • CPU 1% That fits the architecture too because Rubin increases memory bandwidth 2.8x versus 2.3x more compute which broadens opportunity across HBM DRAM and NAND for $MU and $SKHY while Nvidia still captures most of the value inside each rack.23d ago105K394622911890.56%
Woah $ORCL just erased its entire post-earnings gap up 😳 https://t.co/DVGl8A4E9xfrozen27d ago105K32220695120.41%
$MU generated ~$553M in revenue per day last quarter 🤯 https://t.co/ctS5Jyg5PM7d ago105K1.4K884711701.52%
Anthropic has now lined up ~$518B of compute deals across $AMZN, $GOOGL, $MSFT, $NVDA, $CRWV and $SPCX. The commitments alone approach 15 GW of capacity showing just how aggressively Anthropic is securing the infrastructure needed to scale AI over next decade. https://t.co/at9wfMxc7C25d ago105K96513778192391.37%
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/o9gBWtyDpZ8d ago104K22322216230.28%
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/cZWb7B3kp81d ago104K1.3K10171121451.59%
$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.frozen6d ago103K62846387620.76%
$HOOD is down more than 7% as the U.S. Senate fails to advance the CLARITY Act with 41 senators voting no. https://t.co/Zdv7gms4iR22d ago103K67247488190.77%
Anthropic and OpenAI are now chasing 20 to 30 MW compute deals alongside gigawatt projects as “speed to usable capacity” becomes increasingly important. That puts already energized sites in a way stronger position as labs look to take whatever capacity can come online fastest. https://t.co/jUFmIM17Ljfrozen20d ago102K528365125330.66%
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, $WULF14d ago102K63011451132681.05%
Morgan Stanley thinks $TSLA Semi software could generate ~150x more monthly revenue per vehicle than consumer FSD. That could turn autonomous Semis into a $15B+ software business by 2040. https://t.co/8m580hwDcSfrozen27d ago102K2.0K1826618762.29%
$NVDA is reportedly in talks to become an anchor investor in Anthropic’s IPO with a potential investment of up to $10B. Anthropic is seeking to raise as much as $100B at a roughly $2T valuation which would make it the largest IPO in history. https://t.co/h9WdXjJD6a26d ago102K1.3K1306419841.52%
$SOFI is up nearly 6% after becoming the first U.S. national bank to go live with stablecoin settlement across $MA network. https://t.co/982c8BKvjr16d ago102K622445310150.73%
Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR18d ago102K74710360166321.53%
$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.2d ago102K99611542241281.29%
Sam and Dario saying we should slow down AI is like calling in a noise complaint about your own party. You guys control the volume.25d ago101K1.9K991128362.11%
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.5d 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.8d ago101K430412611420.63%
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/1gFqCqQG9W8d ago101K99610753221121.28%
The Trump administration just turned its ~$9B $INTC stake into a 5-bagger 😳 https://t.co/qdxlLeYv5V16d ago101K87043298380.98%
$AMD is already expected to more than triple revenue from ~$35B in 2025 to ~$121B by 2028 and I still think that may understate the AI opportunity. You just saw Consumer AI start to inflect with agents like $META Muse becoming top app in $AAPL App Store a week after launch and those agents still need CPUs for tool calls, orchestration, payments and data movement alongside GPUs. Thats exactly where AMD Venice matters so much with up to 256 cores and 1.6 TB/s of memory bandwidth per socket giving AMD another major way to monetize the agentic AI buildout.18d ago100K1.0K9755141221.30%
Fed Chair Kevin Warsh says inflation has been “too high for too long” with little improvement through the summer. He says the FOMC has now “removed a dose of accommodation” as price pressures remain broad. https://t.co/6XgT9hHgBP21d ago100K60753285260.72%
$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/9oPk10bK1j14d ago100K465343314490.60%
$CRDO is giving the first public look at OmniConnect this week at AI Infra Summit with the platform built to attack the inference memory wall. This is the new product category Credo has been pointing to as the next leg of growth with production targeted for FY2028. https://t.co/IIFR9ePmAJ24d ago100K42928227500.54%
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/SdSzajTz2s5d ago99K491389211130.65%
$BE just broke above $280 and is over 11% today following its announced addition to the S&amp;P 500. https://t.co/ZrQI7rOQ7C1mo ago99K630292010250.72%
$CMG is working with $PLTR to build a new food safety risk platform on Palantir Foundry. The system will use Chipotle’s operational data to identify potential food safety risks earlier across its restaurant network. https://t.co/Zic2rg3Oky22d ago99K925775119501.13%
$AVGO is absolutely ripping right now 👀 https://t.co/gZXJugwdxi20d ago99K939506810211.10%
$AVGO CEO Hock Tan says Broadcom has already locked in chip supply for 2027 and is now working on 2028. That tells you how far forward Broadcom is planning capacity as AI demand keeps pulling the supply chain further out. https://t.co/P9cWoBDQm029d ago99K1.3K914520651.50%
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/HpHb9NGTqcfrozen5d ago99K1.0K27583351.17%
This chart looks bearish for $MU and $SKHY until you ask why $NVDA is considering it. • $AMD MI455X 432GB • Nvidia Rubin 288GB • Nvidia Rubin Ultra under evaluation 240GB • $GOOGL Ironwood ~192GB Nvidia isn't considering less HBM because customers suddenly need less memory but are just designing Rubin Ultra around what SK Hynix, Samsung and Micron can actually deliver which says a lot when the biggest buyer in AI still cannot get all the memory it wants. That scarcity could also give AMD a real opening in memory intensive inference where having 432GB per accelerator becomes a pretty big advantage.26d ago99K500492211820.67%
JPMorgan sees $TSLA robotaxi revenue reaching ~$320B by 2035 but nearly all of it comes from Tesla owning + operating fleet rather than the owner network. That puts the whole opportunity on how fast Tesla can scale Cybercab &amp; clear regulators but prize is enormous if it works. https://t.co/ujdbZ9UMj426d ago98K94813037171021.26%
The Fed staying higher for longer isn't as bad for $HOOD as it sounds because they just generated $389M of net interest revenue last quarter (~30% of total rev) while management said lower short term rates had already been a headwind. They also recently locked in $2.2B of convertible debt at a 0% coupon through 2029 giving them a ton of cheap capital to work with while rates stay elevated.frozen20d ago98K20112182150.25%
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.5d ago98K6697134171020.91%
$PLTR JUST CROSSED $190 😳 https://t.co/7MrxuX3Gnp15d 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.10d 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.15d 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/Qt9YVaWVDq14d ago97K104718190.14%
Rothschild Redburn comes out bearish on AI compute initiating Sell ratings on both $NBIS and $CRWV questioning whether AI compute “unit economics” can hold. Its bear case is that lower GPU pricing, more in-house capacity and expensive financing eventually compress returns. https://t.co/co2TmKmcZ917d ago97K460245516500.62%
Apparently AI is an existential threat to humanity. Looks like we might have a little more time 😅 https://t.co/6x6FOG3hv47d ago97K2771429190.34%
HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +588% 2. $MRNA +388% 3. $AEHR +369% 4. $DELL +350% 5. $TWST +301% 6. $AXTI +296% 7. $MU +242% 8. $BE +217% 9. $AAOI +202% 10. $INTC +179% 11. $MRVL +178% 12. $NBIS +168% 13. $PENG +162% 14. $WDC +160% 15. $LITE +152% https://t.co/zmyjYtzRuT25d ago96K6781002992031.06%
Odds of a Fed rate hike after the October meeting are tanking to just a 31% chance. https://t.co/mvVx2g8jlN8d ago96K470413710190.60%
FEDERAL RESERVE HIKES RATES 25 BPS FOR THE FIRST TIME SINCE JULY 2023 https://t.co/kGSXaRR3ox21d ago96K3644126470.46%
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.10d ago95K912773612601.16%
THE AI STACK AT ~$8T ARR BY 2030 Truist sees the AI economy shifting where value is captured as hardware monetizes buildout, cloud monetizes compute, models monetize intelligence and applications monetize the work AI ultimately replaces or improves: CLOUD LAYER • $AMZN selling AI infrastructure through AWS while pushing its own Trainium & Inferentia silicon to lower cost of training & inference inside its cloud • $MSFT using Azure to sell GPUs, model access & AI services while distributing OpenAI workloads through one of largest enterprise cloud footprints in the world • $GOOGL selling GPUs & TPUs through Google Cloud turning years of internally developed AI infra into an external compute business • $ORCL building OCI around large GPU clusters & dedicated AI campuses while winning workloads where customers want enormous blocks of compute rather than traditional cloud services • $CRWV is essentially selling Nvidia infrastructure as a specialized cloud by using large GPU clusters & long-term contracts to compete for highest intensity AI workloads • $NBIS is building an AI-native cloud around Nvidia GPU capacity, power & data centers with business becoming more designed around selling large dedicated compute deployments to model builders & enterprises • $IREN starts with the scarce asset most AI clouds need first, energized power & is converting that infrastructure into GPU clusters plus contracted AI cloud capacity • $NSCL is building vertically integrated AI infrastructure around GPU clusters, data centers & sovereign compute deployments HARDWARE LAYER • $NVDA owns accelerator platform at center of the stack through GPUs, NVLink, networking & CUDA which is why almost every cloud & model company above ultimately depends on Nvidia capacity • $TSM manufactures leading-edge logic behind Nvidia, AMD & custom AI accelerators making advanced process capacity one of most important physical bottlenecks in AI • $AMD is building primary merchant alternative to Nvidia through Instinct accelerators & EPYC CPUs giving hyperscalers another full-scale compute platform • $MU supplies HBM & high-performance DRAM where every increase in accelerator performance requires a ton more memory capacity & bandwidth • $SKHY has become one of most important HBM suppliers in AI supply chain by supplying high-bandwidth memory packaged alongside leading accelerators • $DLR owns & develops physical data center campuses where cloud providers & enterprises deploy increasingly power-dense AI infrastructure APPLICATION LAYER • $PLTR turning foundation models into production workflows through Foundry & AIP with value coming from deploying AI against an enterprise’s actual data & operations • $SNOW & Databricks sit at enterprise data layer using Mosaic AI & Snowflake Cortex to turn proprietary company data into the models, agents & AI applications enterprises actually deploy MODEL LAYER • $META building Llama underneath Meta AI & Muse by using its own models to power consumer agents across WhatsApp, Instagram & Facebook while Muse pushes Meta further into an agent that can actually take actions for users • $GOOGL developing Gemini through DeepMind while simultaneously distributing it across Search, Workspace, Android & Google Cloud • $SPCX sits in model layer through Grok & now owns a major application layer after acquiring Cursor for $60B giving it a vertically integrated path from massive GPU infrastructure to models to an AI coding product developers actually use • OpenAI & Anthropic are pushing model layer using GPT, Claude, reasoning, agents & products like Claude Code to turn foundation models into systems that can actually complete work19d ago95K82016448115731.71%
$NBIS demand is still unreal with contract value per megawatt moving from $12M to more than $40M this year. Thats exactly why Chamath said after Jensen introduced him to Nebius “they're superb but we need 50 of these guys, 100 of them, 1,000 of them.” https://t.co/ER9fEY9wGg23d ago93K868632991371.18%
U.S. 10 year Treasury yield just broke above 5% for the first time in nearly 20 years 😳 https://t.co/BheoYFlkpf24d ago93K76646419360.97%
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!10d ago93K1017173190.16%
AUGUST CPI INFLATION • CPI 3.4% YoY vs Est. 3.4% • Core CPI 2.4% YoY vs. Est. 2.4% https://t.co/MF8OBQ92RKfrozen27d ago93K78859399220.99%
SEC approves “limited onchain trading” of tokenized U.S. stocks. https://t.co/sCTkFpxcg821d ago93K38430237160.50%
Cathie Wood bought ~$82M of $NVDA today https://t.co/om9il0G7fT8d ago93K1.2K887412361.48%
$PLTR is now less than 10% away from becoming a $500B company 😳 https://t.co/UY8OqMnzmH15d 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 2028.9d ago92K41329362400.56%
Ron Baron says “the time to buy $TSLA is now” as FSD adoption keeps accelerating. He says 55% of new buyers are choosing FSD and believes “it’s going to be everywhere.” https://t.co/FHlNMm9SYF22d ago92K900766810701.22%
Situational Awareness has brought in Clear Street as Leopold Aschenbrenner rebuilds fund following blowing up the fund in July. This time around the reset looks more disciplined with Leopold telling brokers it plans to run significantly less leverage as it rebuilds exposure in $AMD, $INTC, $SNDK, $CRWV and $SKHY.26d ago92K40935141750.58%
Brad and I dropped the latest Deep End episode last night with a full deep dive on $IREN and timing couldn't have been better. This morning its 2GW Sweetwater Hub moved another step forward through ERCOT reinforcing just how much data center capacity IREN still has ahead of it. https://t.co/38TjZstymg1mo ago91K2311151270.30%
$NVDA JUST HIT A NEW ALL-TIME HIGH https://t.co/11S68EYOBRfrozen6d 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.9d ago91K62139443530.84%
$NVDA CEO Jensen Huang puts the odds of AI ending the world in 2030 at “zero percent.” He argues most extreme AI doomsday claims are being pushed by people with “ulterior reasons” beyond the actual risks of the technology. https://t.co/BxB7N4nKYo19d ago90K622634916350.87%
President Trump is calling for U.S. interest rates to be cut to “1% or less” after today’s Fed hike. He argues the U.S. should have the lowest borrowing costs in the world and says rates should be lowered “fast.” https://t.co/fKi6Ei3ufW21d ago90K683418510290.94%
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/fbEyu2JW0Wfrozen13d ago90K65832163130.81%
$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/G8EMbHGvKG1d ago90K7647528191321.14%
Michael Burry has spent nearly 18 years trying to make The Big Short 2 happen. https://t.co/xHwlIhh2zD15h ago90K77910488171571.28%
$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.7d ago89K1.3K1155428701.73%
$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/Zdi3rtnmpu14d ago89K854553810351.11%
What makes $NBIS special is the software and infrastructure wrapped around the GPUs that lets customers train, run and scale AI without building the stack themselves. If Nebius can make that hardware more productive while owning more of the customer workflow then each megawatt becomes more valuable and the platform gets harder to replace.24d ago89K23519143300.34%
$NBIS CEO says AI compute demand is now stretching into 2028 with customers asking for tens of thousands of GPUs and “much more ask than we can physically serve.” Nebius says it could sell all of 2027 today making the real constraint how fast it can bring new capacity online. https://t.co/OPRMjZMHwv29d ago89K1.3K932710781.72%
$RKLB just kicked off its $397M Space Force tracking program where it will build satellites, launch them on Neutron &amp; operate them afterward. One contract now monetizes spacecraft, launch &amp; recurring operations which is exactly what Rocket Lab has spent years building toward. https://t.co/q8NcFngbqz15d ago89K89064196391.15%
$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/7Nuqmp7XRF14d ago89K1.2K1183618701.60%
Stifel says DRAM supply would need to grow ~50% in 2027 to close deficit but expects bit growth to slow to just ~20% while HBM4 pricing per bit could roughly double. That keeps memory cycle tighter for longer with $MU and $SKHY heading into another major step-up in HBM pricing. https://t.co/Wm1izhTcd517d ago89K881844610751.24%
$RKLB has already proven it can launch reliably with Electron and HASTE but Neutron is what determines how big launch business can become. Neutron carries 13,000 kg to LEO versus Electron’s 300 kg (more than 40x the payload) opening door to larger constellation and national security missions Electron was never built to serve. Customers are already buying into that next phase with a ~$2.4B backlog, 90+ booked launches and more than $1B of additional contracts signed in Q3.18d ago88K92183306841.28%
HOLY $CRDO 👀 https://t.co/8VdMpHUOJX12d ago88K42821271350.58%
$RKLB flying today and back above $75 👀 https://t.co/XHC8oeQGTzfrozen13d ago88K91851165291.16%
$NVDA CEO Jensen Huang says “cybersecurity will likely be the next major use case of AI” and that its “going to run continuously.” If security moves towards always-on AI inference then that could materially expand the workload running through platforms like $CRWD and $PANW. https://t.co/hLNUV1CWFhfrozen27d ago87K92111138141431.40%
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.12d ago87K6136042121160.96%
$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/ibSLZONFFP1d ago86K1.2K1088421601.75%
$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/bcarA2NwX73d ago86K929554813311.25%
$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.7d ago86K44330346540.66%
$RKLB is formally challenging NASA’s Mars Telecommunications Network award with the GAO. Rocket Lab says the process conflicted with congressional eligibility rules and is seeking review to “ensure fair competition and protect public investment.” https://t.co/hVQsgiLf3v26d ago86K88060279221.17%
$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/3hGipkIjoKfrozen13d ago85K8996663231.17%
U.S. stock futures: https://t.co/uReb4p62OA17d ago84K4411716340.57%
Elon Musk says $SPCX could start putting $NVDA AI compute into orbit as soon as next year. “I am highly confident that SpaceX will be launching Nvidia NVL72 AI computers in space next year.” https://t.co/Sloxt8cMBb24d ago84K1.4K1184720471.92%
$PLTR just won a $48M U.S. Army contract to replace nine separate ammunition management systems with one enterprise platform. The dollars are small but consolidating nine systems into one gives Palantir a much larger role in how the Army manages ammunition. https://t.co/v7JECs9ICN20d ago84K1.5K118259702.02%
$NBIS Madrid data center is officially live with $NVDA RTX PRO 6000 and B300 GPUs. This is another piece of Nebius European buildout moving from planned capacity to live AI compute with phases two and three adding more supply over the coming weeks. https://t.co/hfgSuDRrYI22d ago83K71543197220.97%
$AMZN is projected to generate over $3B in revenue per day by 2028 🤯 https://t.co/yzuHzCA2i328d ago83K1.2K703714811.71%
$META Muse is partnering with $EXPE so users can plan and book trips directly through their personal AI agent. That gives Muse another real-world action layer where the agent can move towards actually handling travel. https://t.co/OroBAAZhbt15d ago83K833474310521.19%
$META shareholders after buying the drawdown all year https://t.co/jKBIQXBAz516d ago83K1.2K592011231.54%
Mark Zuckerberg says more partnerships like $SHOP x $META Muse are coming soon. “More partnerships like this coming soon.” https://t.co/0jYCcAOeaw16d ago83K72738263180.98%
$APP JUST BROKE BACK BELOW $300 https://t.co/KcuSR7dnq17d ago82K26415403310.43%
Cantor says $RKLB remains a good entry point with Neutron positioned to become “the only viable alternative” to $SPCX Falcon 9 once operational. It also expects the Iridium acquisition to roughly double annual revenue and cement Rocket Lab as an end-to-end space company. https://t.co/3aGn9v5Uud17d ago82K957803110321.35%
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 systems5d ago82K61612645124961.58%
$CRWV says short dated Q3 contracts were signed at ~$40M per MW. Management also says it has continued contracting new compute capacity at even higher prices since June 30. https://t.co/K29gaHH7gW21d ago82K37529277230.56%
$NVDA CEO Jensen Huang and $AMD CEO Lisa Su are attending President Xi’s state dinner with President Trump tonight. https://t.co/2lPAsbWa4Pfrozen13d 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, $AKAM9d ago82K392363410540.64%
$AMZN is scaling its AI delivery glasses with more than 20,000 expected in the field by the end of 2027. Amazon is turning last-mile delivery into a real-world AI platform where computer vision, routing and navigation increasingly move directly into the worker’s line of sight. https://t.co/z6UrMaVXPS17d ago82K427262715370.65%
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/hcNDiOHsaq8d ago81K55855289460.85%
$NOK Deepfield Defender was selected by Spain’s largest internet exchange to protect more than 200 networks across six data centers. The platform uses AI to stop DDoS attacks within seconds while keeping traffic inside Spain instead of relying on third party scrubbing centers. https://t.co/2q6CsSYGhn23d ago81K38730221470.60%
$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/JC5X40DTRQ7d 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/KHXcWNpU2010d ago81K53231221170.74%
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/aEEmqWGNru14d ago81K58632203530.86%
Citi sees AI driving enterprise SSD demand up 53% in 2027 and another 41% in 2028 as KV-cache offloading pushes more high-capacity storage next to GPUs. NAND demand is also expected to outgrow supply by ~25% which should keep pricing strong for $MU, $SKHY and $SNDK. https://t.co/NlNPysgTgb16d ago81K854913611841.34%
Elon Musk says solar will eventually supply essentially 100% of the energy humanity harnesses because “the giant fusion reactor in the sky is free.” Thats the long-term bet behind $TSLA push across solar, storage and charging. https://t.co/zuK0gPHsJc26d ago80K906795810441.36%
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.15h ago80K12416163110.21%
JPMorgan upgrades $IREN to Overweight with a $65 price target calling it an emerging “top tier neocloud provider” as AI demand and customer momentum accelerate. That momentum is showing up in the deals with pricing moving toward $15 to $20 plus per watt as customer prepayments help fund IREN’s push toward $4B of ARR. The bigger opportunity comes in 2027 where JPMorgan believes IREN’s planned 0.5 GW expansion could command materially higher pricing and drive a ton of upside to current estimates.24d ago80K946953615561.44%
U.S stock futures: https://t.co/k5FlNB7q1b24d ago80K41512344120.60%
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.frozen14d ago79K40120416830.69%
$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.4d ago79K883533413851.35%
$OPEN is now in a nearly 75% drawdown over the past year 😳 https://t.co/bT72YfYclc23d ago79K406169411210.69%
$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.3d ago79K57152509330.91%
$NBIS is moving higher after hours after raising on demand pricing across major $NVDA GPUs. Rates are up around 20% even as Nebius continues adding capacity which tells me AI compute demand is still strong enough to absorb new supply. https://t.co/8MeQyrW9St21d ago79K50827224240.74%
$RKLB CEO Peter Beck says space is really three layers with rockets, spacecraft and the applications built on top. “We build rockets, we build satellites, and with our acquisition of Iridium, we’re also a services company from space.” https://t.co/sfC8jYIe7u16d ago79K1.0K83133651.52%
Server DRAM demand is expected to grow nearly 6x by 2030 and account for ~60% of the entire market. That matters most for $MU and $SKHY since servers are expected to drive ~80% of all incremental DRAM demand as AI infrastructure becomes biggest source of growth. https://t.co/g960DwN0JQ17d ago78K75210540121081.30%
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.12d ago78K736703671531.28%
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/eAnmUzzwI02d ago78K97384408611.49%
Muse is already the #1 app in the App Store just one week after launch. This is a perfect example of why $META installed base is such a moat because a great free product can turn into massive adoption almost immediately. Good thing they never started selling off all that excess AI compute 😏20d ago78K666333313461.01%
President Trump disclosed more than 1,100 securities trades in July. The filing included sales of up to $25M each in $MSFT and $AMZN. https://t.co/ywK2ogQygu15d ago78K37922343300.60%
$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/1oqBMCMNYCfrozen13d ago78K51637248290.79%
This is what $META 7,000 km Petal subsea cable will look like connecting the U.S. and France by 2029. At 1,000 Tbps of capacity, Meta is effectively doubling transatlantic bandwidth as AI drives a much higher need for global data movement. https://t.co/2qaBameiy216d ago78K58940256460.91%
$EOSE Frontier Power USA was selected by the U.S. Army to develop new power generation and battery storage at Pennsylvania’s Tobyhanna Army Depot. The project will be privately financed at no capital cost to the government and plans to use American-made battery storage. https://t.co/fMtXHJMIRS19d ago77K64586226711.07%
$NVDA is now worth more than $META, $AMZN and $AMD combined 😳 https://t.co/ev3RBpuqB52d ago77K976795510461.51%
$NBIS is up more than 7% premarket after raising prices across its $NVDA GPU lineup . https://t.co/TOJYatnxuT21d ago77K52026194110.76%
$NVDA CEO Jensen Huang says AI safety concerns and whistleblowers should be taken seriously calling Jacob Coxon courageous for speaking out. But Jensen drew a clear line on the broader AI doom thesis saying the prediction was “not grounded in science.” https://t.co/BOvFwcJGpe23d ago77K44140514210.73%
$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/8OOD2wQdEd15d ago76K60782378491.02%
$TSLA says its Cybercab line is designed to produce one car every 10 seconds by assembling major sections in parallel. Cutting the line footprint in half is what could let Tesla scale production much faster without needing factories twice the size. https://t.co/hrkFmda1wj29d ago76K794684211481.26%
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.9d ago76K19015143310.33%
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/f5D5rVmAeVfrozen6d ago76K590614213521.00%
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/R1CXTLXlJA11d ago76K37828212700.66%
$SNDK is absolutely flying right now 👀 https://t.co/NuVdmEXr3R16d ago76K56531434160.87%
$QCOM is up nearly 10% after expanding its multi generational $AMZN AI partnership across custom inference chips and 1.6T optical connectivity. Amazon also received warrants for ~25M shares adding an equity layer that makes this look much bigger than a one off silicon deal. https://t.co/AxJPzwUS7l1mo ago76K299342711210.52%
$AMD JUST BROKE BACK ABOVE $500 https://t.co/iD9XjdfbCX1mo ago75K68148334121.03%
$DELL is having itself a day up nearly 12% 👀 https://t.co/xd1SpfjRHvfrozen27d ago75K702403614181.08%
U.S. Treasury Secretary Scott Bessent says “We can’t pause on AI. China won’t pause” warning that “nothing would matter if China pulled away on AI.” This is exactly what I mean when I say AI has a PR problem because bigger this buildout gets then the more important it becomes for hyperscalers to explain what all that spending is actually enabling.1mo ago75K55455306310.90%
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/pFACONoZFO9d ago75K1.2K1145315791.97%
$SPCX Starship just completed its flip maneuver and splashed down “on target” in the Pacific. https://t.co/ihksxnDArO10d ago75K53735172130.81%
$AEHR JUST BROKE BACK ABOVE $100 https://t.co/9rDwva9qbH29d ago75K32922215250.54%
The market just needed a day to realize this was a “we can afford to hike” hike. https://t.co/tDQNbOZMXx21d ago75K1.1K804715241.68%
$META has already committed to more than 1GW of custom AI silicon capacity with $AVGO helping design chips and $TSM handling manufacturing The focus is scaling inference more efficiently across Meta’s own workloads with custom AI chips designed to improve performance per watt. https://t.co/WApxwLA7al23d ago75K42441176190.68%
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.11d ago75K5717865111081.12%
$CRWD CEO says slowing frontier AI will not stop autonomous cyberattacks already moving at machine speed warning that “pacing what comes next doesn’t secure what’s already here.” Essentially treat every AI agent as privileged and let defenders respond in real time. https://t.co/i2o5NwUGMq24d ago75K62060268511.03%
$ARM may already have more demand than supply for its new AGI CPU with CEO Rene Haas pointing to $2B of customer demand. He says Arm is now more confident than it was in July that it can secure enough supply to actually meet it. https://t.co/1kl5X4Ai9021d ago74K288271211210.48%
$NBIS is up over 6% after $PLTR named it its preferred sovereign AI infrastructure partner. That gives Palantir customers a way to fine tune open models on proprietary data and run them on Nebius while keeping control of the entire stack. https://t.co/mo7hCpOis81mo ago74K68248255161.05%
U.S. stock futures: https://t.co/irzoIwLRME10d ago74K38017222100.58%
Jensen Huang says $NVDA expects to sell roughly twice as many chips next year as it does this year. At the same time he called AI safety “paramount” and said unsafe products should be held back. https://t.co/jWmM5Mr7Px21d ago74K1.0K785113311.59%
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.14d ago74K28528193240.49%
Apparently one essay was enough to solve the global compute shortage and end the AI buildout 😅 https://t.co/KBSkZFVhAE24d ago74K872585213211.37%
$RGTI in a nearly 75% drawdown 😳 https://t.co/FECR2aJ30b21d ago74K14612201200.27%
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/qdJfhKXFEr5d ago74K43338451460.76%
$SPCX won a $946M NASA award for three additional astronaut missions to the ISS through 2030. The deal brings SpaceX to 17 Commercial Crew missions and lifts the total contract value to $5.9B. https://t.co/uzXSc0AAVe20d ago74K62360225140.98%
$EOSE up more than 15% as Frontier Power USA adds a leadership team with 20GW+ of storage experience across major U.S. power markets Frontier Power USA CEO Jay Bellows says “we now have the team to convert that into gigawatt-hours on grid” adding more execution depth behind Eos https://t.co/KPPbx2r65l1mo ago74K67078274711.16%
$SPCX JUST BROKE BACK ABOVE $150 https://t.co/TAKPkbNZ5K22d ago73K5262422170.79%
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/HBDsCPylaYfrozen13d ago73K596705311751.10%
$RKLB is absolutely flying right now 👀 https://t.co/LOo65OCfDGfrozen6d ago73K81147427121.25%
Raymond James initiates $RKLB at Outperform with an $80 price target calling Rocket Lab a “vertically integrated, capital-efficient space platform.” They see strong backlog growth and a path to positive FCF by 2027 with Neutron and Mynaric adding further upside. https://t.co/LJuhes1fy2frozen27d ago73K81764214371.29%
Sam Altman says OpenAI plans to show an “impressive” humanoid robot demo in 2027. The company is officially extending its AI ambitions into machines that can operate in the physical world. https://t.co/YoLnbgIP0h25d ago73K714595217681.25%
$IREN has already sold out its entire 2026 capacity with CCO Kent Draper saying “demand still far exceeds supply.” And with the supply side “actually getting harder” he expects that imbalance to only get worse over time. https://t.co/UTabHEMPW620d ago73K64441186341.02%
$CBRS is up over 6% after Sam Altman reaffirmed Cerebras as a “close partner pushing the frontiers of speed.” https://t.co/7ND10C4Szu3d ago73K52837327360.88%
$RKLB has fully funded its Iridium acquisition after completing a ~$1.9B ATM and securing long term financing through Iridium’s existing credit facility. That removes the need for its ~$3.6B bridge facility and clears a huge financing overhang ahead of the expected 2027 close. https://t.co/noD3xnJ78j23d ago73K1.2K1132518401.94%
Really excited to share that THE DEEP END podcast just crossed 50K views across our first six episodes. @StockMarketNerd and I have gone deep on: • Episode #1 $CRWD • Episode #2 $APP • Episode #3 $ZS • Episode #4 $NVDA • Episode #5 $IREN • Episode #6 $NBIS Our next episode is all about $SOFI and we’re bringing in friend of the podcast @Futurenvesting as a special guest. Drop any questions below that you want us to cover!frozen20d ago73K19916172360.37%
$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/9OdBkIoNCd7d ago73K870924112441.46%
Wells Fargo initiates $CIFR at Overweight with a $25 price target saying it has “one of the highest-quality tenant bases across the space.” That includes 286 MW leased directly to $AMZN AWS and another 207 MW with Fluidstack backed by $GOOGL credit support. https://t.co/UnygEyWZab21d ago73K59551228370.98%
$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/BBPGYqZtgC15d 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/9FhpOhokzB14d ago72K46129224810.83%
$NVDA CEO Jensen Huang says the AI industry moved too fast on data centers without engaging communities early enough by saying “We’re sorry we didn’t come talk to you sooner.” He says newer facilities use less water and should help fund local power, roads and schools. https://t.co/hEb3TbHOWD18d ago72K762588810341.32%
Think you guys are going to like what’s coming tomorrow… $META https://t.co/LiXx5CbWPE4d ago72K27811170270.46%
Polymarket now see a 62% chance of two Fed rate hikes in 2026 😳 https://t.co/qfiZIKeBtg21d ago72K2341627070.40%
Morgan Stanley says $SPCX and $TSLA are converging into one physical AI stack as the next decade gets decided by who can “build, power, connect, and instrument AI in the physical world.” SpaceX brings compute, connectivity and capital while Tesla brings robots, data, energy and manufacturing creating what the firm calls “synergistically linked” physical AI capabilities.16d ago71K1.2K137329721.99%
$NVDA CEO Jensen Huang was asked about claims that AI carries a 10% risk of human extinction. “We shouldn’t because it’s made up. All of these predictions have been wrong.” https://t.co/YXdzkswpqr23d ago71K567572211410.98%
$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/QSZSS68S5B10d 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/0mRvUPj3qE14d ago71K44435147360.75%
$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.frozen14d ago71K31813272460.57%
Morgan Stanley thinks the $TSLA Semi could become 6x more profitable when it no longer needs a driver. The way the firm got there is assuming autonomy lifts utilization 2.3x, cuts costs per mile by 20% and generates ~$15,000 in monthly FSD revenue per truck. https://t.co/eDouBNrUrt25d ago71K1.3K1254616382.19%
Love seeing my friend PB doing big things 👊🏼11d ago71K1015100250.20%
Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers: • $AXTI +14% • $LITE +13% • $VIAV +12% • $AAOI +9% • $COHR +9% • $CIEN +9% • $AEHR +7% I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.29d ago70K488732471601.07%
$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/l7NUy3oj1y9d ago70K37241254490.70%
$NBIS raising prices across both older and newer GPUs while continuing to add capacity is such a strong signal that AI compute demand is still absorbing supply WAY faster than expected. The H100 is the best example of this with Nebius raising pricing ~17% years after launch while $NVDA has also pointed to higher H100 rental pricing and firm A100 pricing. If Blackwell were quickly making prior generations obsolete then those older GPUs should be getting cheaper... not holding their value or becoming more expensive.21d ago70K57038286370.97%
Holy moly $META is now up more than 10% today for its best day in over a year. Muse really was Meta’s “ChatGPT moment.” https://t.co/RrP74eWLLb16d ago70K5202638290.85%
$MRVL just unveiled the industry’s first 2nm optical interconnect demos for AI data centers including 102.4Tbps co-packaged optics. Marvell says it’s “pushing the envelope of what is possible in optical tech” as AI clusters demand more bandwidth with less power. https://t.co/PJkGQx3Qwh17d ago70K710622114681.25%
$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/bNDLOEEkU02d ago70K66060233621.16%
$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/14tSnyomb27d ago70K44637546360.83%
$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.3d ago70K1.1K81327441.75%
$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/VZW0ufYnbJ9d ago70K553443715491.00%
$NVDA is absolutely flying right now 👀 https://t.co/75yFSbOqOx10d 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/AgVaE6UU1J9d 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/d3DryY07dWfrozen13d ago70K899102416551.59%
$CRWV CEO says world’s ability to deliver compute “will continue to be wildly overwhelmed” by AI demand and now enterprises like $CAT are starting to build their own dedicated AI clusters. That adds an entirely new buyer class to a market CoreWeave already believes may not reach supply demand balance until the end of the decade.29d ago70K56642269571.01%
Nasdaq just posted its highest daily close in history. https://t.co/8MJAlJD9Gf2d ago69K1.2K93497242.02%
$META CEO Mark Zuckerberg says “I don’t think the industry needs a coordinated pause” and believes labs should slow down individually when safety requires it. Meta already delayed Muse for months which is why Zuck sees trust becoming a competitive advantage in AI. https://t.co/2jUl35bdDU22d ago69K94250404351.54%
$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/2DmY8060yN15d ago69K44636131480.78%
U.S. stock futures: https://t.co/Zash9pTOgW3d ago69K83353192141.33%
$CRWD is absolutely flying right now 👀 https://t.co/SswtaYzSfR15d ago69K3042330760.53%
$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/2jJP76JyXb3d ago69K30633113200.54%
$MSFT CEO says the race to superintelligence only matters if AI is “helping humanity and under human control.” And that requires keeping AI from being controlled by a handful of model providers while giving companies control of their own data, learning loops and models. https://t.co/UakZWaP2hR24d ago69K63955364321.11%
$MRVL and $GFS are expanding U.S. silicon germanium capacity to support next generation AI optical networking. The added Vermont capacity will support pluggable, near packaged and co packaged optics as AI data centers push toward higher bandwidth interconnects. https://t.co/ihxebRvTk521d ago69K383451413370.72%
$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/kqyeUNvbAD7d ago69K31432276570.63%
$SPCX is having itself a day 👀 https://t.co/VHCAeM9os2frozen5d ago69K1.2K67526241.91%
$NBIS JUST BROKE ABOVE $250 😳 https://t.co/MemBiOatMN29d ago69K5222418290.84%
$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/wyb9qCH1itfrozen6d ago69K57648368251.01%
$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.2d ago69K36827233360.67%
$IREN CEO Dan Roberts says the AI buildout does not need another model breakthrough to keep running because “even if models never improved from here, just rolling out what they can already do would take more compute than the world can build for years.” Couldn't agree more. https://t.co/SIpkMNAtme24d ago68K1.2K872710462.07%
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/J70u0j8Z5rfrozen13d 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/78wNQ1k8Y615d 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/bDmW2stPtY15d ago68K58253296601.07%
$CRWD just surpassed its 2021 COVID bubble valuation 😳 https://t.co/VBkbSPf4642d ago68K333171812140.58%
$RKLB has spent 20 years evolving into a full stack space company across launch, spacecraft and defense. Iridium would take that one step further moving Rocket Lab from building the infrastructure to operating the network and layering recurring services on top. https://t.co/AX9r6EKxQA19d ago68K92184208751.63%
$IONQ UP MORE THAN 10% TODAY https://t.co/8TgWrN9q0ufrozen21d ago68K32430203100.57%
$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/ZQqC1fnL5w7d ago67K945632610361.61%
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.1d ago67K36939433980.82%
$ONDS is buying GATE Technologies for $205M upfront adding mission-critical safe &amp; arm &amp; fuzing tech used across 90+ weapon systems. That pushes Ondas deeper into defense stack by giving it ownership of a critical component across missiles, rockets, UAVs &amp; loitering munitions. https://t.co/PJfKq3D94024d ago67K725493310461.29%
$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.4d ago67K48847437941.01%
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%.9d 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/17wQc2EyGjfrozen14d ago67K77862429441.40%
The U.S. government is backing $RGTI and $QBTS with up to $200M combined to scale next generation quantum systems. Commerce will also take minority stakes in both as Rigetti works to scale superconducting systems and D Wave targets up to 100,000 qubits. https://t.co/mvzmm9x6x21mo ago67K50064315931.04%
$EOSE just got $87M of manufacturing capital back from the DoE with management saying the advance “returns that capital to the balance sheet” as Line 2 ramps toward ~2 GWh of annual capacity. That capital gives Eos more room to fund the next stage of growth as it scales Thorn Hill toward ~4 GWh of annual capacity.24d ago67K50157209280.92%
$AAPL is exploring a return to the server market with an AI system built around its own M series chips and $NVDA NVLink Fusion. The proposed 2029 platform would target private AI inference for developers, enterprises and governments. https://t.co/TWlxT0rv5O22d ago66K609513117211.10%
$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.2d ago66K45540509380.89%
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.4d ago66K5796960161531.32%
The neocloud trade looks very different when you compare CapEx to current revenue: • $CRWV sits around ~3x because more of its infrastructure is already producing revenue with their advantage coming from operating massive AI clusters for some of most demanding customers in market • $NBIS is closer to ~10x as it builds ahead of revenue but more interesting opportunity is moving higher in the stack through training, inference and agents to increase value of every megawatt deployed • $IREN sits around ~15x because its still aggressively building before cloud revenue fully shows up with advantage coming from power access and bringing large amounts of AI capacity online efficiently CoreWeave is furthest along in converting CapEx into revenue but pays highest borrowing cost around 8% while IREN is spending most aggressively and carries the lowest reported funding cost around 2%.16d ago66K450312551040.93%
$MU finally getting the reaction it deserves https://t.co/xez3TB0ms1frozen6d ago66K1.1K41586181.86%
$GOOGL just launched CC which is an AI agent built to handle family logistics across calendars, tasks, shopping and paperwork. This is Google turning the apps families already use every day into one agent that can actually coordinate and get things done. https://t.co/ce8KYPbkl319d ago66K303222710550.63%
$GLW files to sell up to $2 billion of common stock. https://t.co/tgeVVBR90Y26d ago66K27116264200.51%
$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/Ginph9taMZ7d ago66K61866225471.15%
$VKTX is up 42% after VK2735 maintained up to 97% of prior weight loss on every-other-week dosing and ~90% on monthly dosing. That dosing flexibility is a real differentiator as VK2735 moves through Phase 3 with patients still losing weight at week 33 and no plateau observed. https://t.co/aejm5aWaS816d ago66K28331228320.57%
$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/QEtSAsiuhPfrozen13d ago66K1.1K896210341.96%
$COIN is up more than 9% as optimism builds that the CLARITY Act has a much better chance of passing than the market expected. The move follows leaked screenshots from DC insiders suggesting the odds of passage have shifted sharply higher. https://t.co/Fg7NKr0LMr23d ago66K2752821790.52%
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/PcxXJHuS5015d ago66K51235349380.96%
$NVDA just crossed $240 for the first time 😏 https://t.co/K2nQWMIr1N2d ago66K1.5K1135612212.64%
$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/jGm2FKPVrd11d 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!8d 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/u1cJFkF2Ykfrozen14d 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/94sjYPv5kI9d ago65K78237354211.35%
$META plans to launch camera free “Luna” smart glasses this fall as it continues expanding its AI wearables lineup. The difference this time is Meta is removing the camera entirely to make the product easier to adopt as privacy concerns around smart glasses grow. https://t.co/PZIPyjXYfE22d ago65K57324305151.00%
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.frozen6d ago65K61753228591.17%
$CIFR is up over 15% after securing Conditional Base Load designations for two major Texas data center projects. Cipher is also joining $GOOGL backed Fluidstack and Anthropic on a $10M West Texas water infrastructure investment while Barber Lake uses its own water supply. https://t.co/kwdLnJ3uZb22d ago64K53142177400.99%
$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/LoZEfAzmY212d 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.frozen13d ago64K312232301310.76%
$NVDA backed Nscale just filed for a NYSE IPO under $NSCL with $103B of contract value including $MSFT and Anthropic. The wild part is ~461K GPUs were active or contracted at the end of August but only ~25K were actually operating. https://t.co/LfRthfnXxN19d ago64K33828248770.74%
AI bears say higher rates are a risk for $NVDA because a lot of its customers borrow to buy GPUs but that completely misses whats actually happening to the value of the GPUs themselves. As long as GPU rental prices keep rising then $CRWV, $IREN, $NBIS, $WULF and others can better absorb higher financing costs while Nvidia keeps selling scarce hardware and generating massive cash flow of its own.21d ago64K33117246230.62%
$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.7d ago64K32327363310.65%
Anthropic expects annual recurring revenue to hit $100 billion by the end of 2026. https://t.co/CfOCQAFxIk19d ago64K541256911231.04%
$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/ROAGbaEscz1d ago64K42738339430.86%
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/zPnkkFeCTYfrozen5d ago64K87577389281.61%
$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/vz1SOqTsgUfrozen6d ago64K60862307301.15%
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.2d ago64K487763491161.13%
$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/Lf0LSmP3n110d ago64K66237155251.17%
$CRWD is absolutely flying right now 👀 https://t.co/IcNkq2NOnt24d ago64K2511520270.46%
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/Mii6aACGwH15d 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.9d 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/6GotJv7m3v10d ago64K18514120170.36%
$TEM is up more than 10% after management said the company can sustain 25%+ growth for years. That confidence comes as Tempus expands into genomic testing clinical data pharma licensing AI models digital pathology and recurring cancer monitoring. https://t.co/rGfPRZjFzk22d ago64K52649319791.09%
Elon Musk says future $SPCX satellites could support ~10Tbps in both directions with a path to 100+Tbps powered by a 250kW $NVDA Vera Rubin NVL72 system. Wild to see each satellite start to look more like an AI server in orbit connected to a massive high-speed networks. https://t.co/VEUY2wBluB18d ago64K816624210311.51%
$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/7J8X0FNTEc10d ago64K47735277180.89%
Peter Beck says $RKLB could have built Iridium’s ~$3B constellation for ~$350M in about 18 months “When cost is an order of magnitude less, you can take some risk” which makes Iridium deal more interesting if Rocket Lab can rebuild network far cheaper https://t.co/WB5DiPw8e416d ago64K45636184370.87%
The next phase of the $NBIS story is using software to get more out of every GPU already deployed. This slide shows how Eigen AI, Clarifai and Tavily sit above infrastructure layer to lower cost per token which should support better pricing, utilization and margins. https://t.co/wBv0SMQCbi21d ago63K38825174430.75%
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 😏5d ago63K18119200610.44%
Truist initiates $NBIS with a $355 price target calling it a “scaling AI-native hyperscaler still building out its infrastructure.” They see 2027 ARR estimates as too low with AI capacity still scarce and Nebius pricing ~$25M per MW on longer deals &amp; $50M on shorter contracts. https://t.co/OS5kHxseUr28d ago63K96064265571.76%
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.frozen14d ago63K625584310451.24%
China’s CXMT just started mass production of its 5th-gen DRAM packing more memory onto each chip while getting at least 50% more dies from every wafer. It also launched 24Gb LPDDR5X with 50% more capacity as China keeps pushing to reduce its reliance on foreign memory tech. https://t.co/zUKg3JskKc18d ago63K34834321280.70%
$META CEO Mark Zuckerberg, $SPCX CEO Elon Musk and $NVDA Jensen Huang reportedly pushed Trump to drop a proposed AI regulator backed by $GOOGL DeepMind’s Demis Hassabis. They argued it could “concentrate power in OpenAI, Anthropic and Google.” https://t.co/HLNSCpLdAk21d ago63K642453310301.20%
$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/eiBHei2bDXfrozen6d 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/xLSURuoXmr12d ago63K67547143151.20%
$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/bqBEhFIfUIfrozen6d ago63K3891769170.77%
President Trump says the U.S. has secured “permanent control over security” in Greenland under an “Infinite Life” agreement. https://t.co/Krlcwuh8At19d ago63K48929426240.94%
$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.7d ago63K37920245360.74%
$RKLB spent last 6 years using M&A to turn itself into a full space prime by building the spacecraft stack one capability at a time: • SolAero solar power that keeps satellites running • Sinclair Interplanetary navigation hardware that tells satellites where they are & where to point • Advanced Solutions flight software that controls how spacecraft move & operate • Planetary Systems deployment systems that release satellites once they reach orbit • Precision Components high-precision manufacturing for rockets & spacecraft • GEOST sensors for missile warning, tracking & national security missions • Optical Support precision optics for cameras, sensors & advanced payloads • Mynaric laser communications that move data between satellites • Motiv Space Systems robotics & motion systems for more complex missions • Iridium would add a global satellite network & recurring communications revenue The spacecraft in middle is almost less important than everything Rocket Lab has built around it because that network of capabilities is the moat management has been assembling one acquisition at a time.17d ago63K7381012461281.59%
$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/Cf02ScYimh7d ago63K580493010421.14%
$RKLB is expected to earn ~$1.7B of cumulative EBITDA over next four years once Neutron starts flying and reusable boosters spread the same build cost across more launches. The ~$2.4B backlog already shows demand is there so now it really comes down to how quickly Neutron ramps and turns that into higher-margin launch revenue.16d ago63K76571198611.48%
$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/xkHNHRkJ8A8d ago63K52152289991.13%
$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/qlHxJijsHk2d ago62K88058275261.60%
$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.7d ago62K34322363240.69%
Jensen Huang says America should get $NVDA best AI chips first with Vera Rubin already in volume production and “several years ahead of China.” But he still opposes banning U.S. AI tech from China and says American companies should compete there. https://t.co/ehi1VmHjhW18d ago62K42227338150.81%
$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/4scOdfHk4U2d ago62K78829313231.40%
$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/x85YRh1Y9y15d ago62K62735258231.15%
HOLY $CRDO 👀 https://t.co/7eYNsWzEBNfrozen6d ago62K37416161220.69%
The Pentagon may be about to fund the AI buildout directly with a reported $5B loan to $GOOGL backed Fluidstack. That would push domestic AI compute into a new category where the government is willing to finance capacity it increasingly views as critical to national security. https://t.co/K0JIHcRQwmfrozen27d ago62K590593113531.20%
10 NAMES MAPPING THE AI CLOUD LANDSCAPE 1. $CRWV combines deep $NVDA integration with software designed to keep massive AI training clusters running efficiently 2. $NBIS combines in-house hardware + software with control over infrastructure and power creating more opportunities to improve efficiency 3. $DOCN makes AI inference and agent development accessible to smaller businesses through a managed cloud platform 4. $IREN combines owned land with a large secured power pipeline giving it a foundation for expanding AI capacity 5. $SHAZ combines regional partnerships with sovereign cloud capabilities to serve customers needing local infrastructure and data control 6. $NET combines AI inference with developer tools, storage and security making it easier to build applications across its edge network 7. Crusoe builds its campuses around available energy aligning data center development with power needed to operate them 8. Lambda specializes in dense GPU clusters with managed software that simplifies training and running AI models 9. $AKAM brings computing, security and content delivery together across an established global network close to customers 10. $FSLY uses lightweight WebAssembly execution to start applications quickly and handle requests close to users26d ago62K416891942461.25%
Green everywhere. https://t.co/l8iwOdeuZR17d ago62K1.1K852217112.03%
Anthropic is starting to show that AI scale can translate into real operating leverage as it reportedly heads toward a second straight profitable quarter. That comes as ARR hit $65B by July and gross margins topped 80% before partner revenue share and training costs. https://t.co/R5WrhFzV2X24d ago62K34723277120.67%
$CRDO just launched its 1.6T ZeroFlap transceivers with real time telemetry designed to catch link failures before they disrupt AI clusters. Credo says goal is to get clusters “running faster and keep them running longer” as 1.6T shipments are expected to top 11M in 2026 and more than double in 2027.23d ago62K53852229791.13%
$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/yP1n7mWppV2d ago62K74865313431.44%
This next episode of THE DEEP END is going to be a big one… $MU https://t.co/L9jzk87FgM12d ago62K175780290.35%
$GOOGL is making its largest single AI infrastructure bet in Europe by investing more than $15B in Finland. The buildout pairs new wind contracts and a 94MW battery system with a 22 year nuclear power deal covering up to half of Fortum’s Loviisa output. https://t.co/NMvKLnPUYW29d ago62K596562811331.17%
$ADBE Q3 EARNINGS • Revenue $6.76B vs Est. $6.70B • EPS $6.13 vs Est. $6.09 • AI-first ARR: >$650M (+150% YoY) • RPO $22.2B FY26 Guidance • Revenue $26.6B vs Est. $26.5B • EPS $24.48 vs Est. $24.41frozen27d ago62K32319453130.65%
$META is making a bigger infrastructure bet with Muse by giving users an always on agent with its own compute environment and browser. Pair that with billions of users and Meta’s identity graph and few AI companies can match that distribution. https://t.co/8ieX8rvmw629d ago62K44924174340.86%
Polymarket just put LeBron James, Derek Jeter, Eli Manning and Spike Lee in the same commercial. Thats a wild cast and another sign Polymarket is building toward becoming a much bigger mainstream consumer platform.1mo ago62K92321090.20%
Holy moly $META just broke above $650 😳 https://t.co/y1Ad3GqnA129d ago62K4562623450.83%
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/wp9QXwKSRP2d ago61K31215352290.64%
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/oyZQ2iioMvfrozen13d ago61K751485511361.47%
$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/4PZJ7519LGfrozen13d 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.7d ago61K63044295371.22%
$NVDA just qualified $TSLA Megapack for its DSX Ready AI factory designs putting Tesla storage directly into the approved stack for new deployments. What’s wild is Nvidia requiring battery partners to show a path to 10x power-conversion capacity within 24 months which says a lot about how fast AI demand is scaling.16d ago61K91994387461.80%
$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/X2rlqYiBin9d ago61K56141284601.13%
$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/HFsLaT8vtE14h ago61K75955306411.46%
$HOOD CEO Vlad Tenev says once a company goes public it loses control over the financial products built around its shares. Hes essentially saying the company still controls the business but the stock becomes an open financial asset that anyone can build around. https://t.co/HgS0P34PFL29d ago61K46522316230.90%
$ASTS UP OVER 5% TODAY https://t.co/wbsxKt1kaA1mo ago61K5273217090.96%
$TSLA Robotaxi fleet just crossed 1,000 cars for the first time. https://t.co/uaFkjuhhoS24d ago61K1.4K90436152.57%
One of the more interesting bets into this week’s Fed meeting is whether Trump publicly goes after Kevin Warsh because I could easily see a hike or hold triggering it 😅23d ago61K164612220.31%
$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/2e8Uy9TlE116h ago60K53638255251.04%
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/MDgCKfdmUnfrozen6d ago60K87379319341.70%
$META could save ~$8.5B in 2027 by shifting more AI inference onto its own custom chips built with $AVGO. BofA estimates Meta could deploy more than 1 GW of custom chip capacity as Arke and Astrid ramp with its silicon potentially costing ~40% less than third party chips. https://t.co/APazcYIbEd21d ago60K619362210361.20%
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.3d ago60K23919202310.52%
$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.10d ago60K73559358321.44%
$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/uOZdTA0rLI2d ago60K42629195180.83%
$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/n4HPr3qdlQ14d 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/hfKZkQFbR6frozen14d ago60K680466310151.35%
A U.S. government website was using $BABA Qwen model to power AI search before removing it Wednesday. Really interesting timing because it came just days after U.S. officials accused Alibaba of illicit model distillation against Anthropic. https://t.co/rCLbxAkYQifrozen20d ago60K1541515280.32%
President Trump says “Artificial Intelligence” should be renamed to either: • Superior Intelligence (SI) • Extreme Intelligence (EI) • Supreme Intelligence (SI) He’s now launching a poll to choose the new name. https://t.co/8BgNs4ZO2Q19d ago60K34820827130.78%
$ASTS is absolutely flying right now 👀 https://t.co/rX4fAmTvew2d ago60K60229253171.13%
$AMD JUST HIT A NEW ALL-TIME HIGH https://t.co/X6Y15gS5Aq1d ago60K1.1K59437112.01%
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.10d ago60K619722114621.32%
$CIFR, Fluidstack and Anthropic are committing $10M to upgrade Colorado City’s aging water infrastructure as AI data center investment expands across West Texas. Anthropic summed it up by saying “Communities that host AI infrastructure should be better off for it.” https://t.co/LzZYeR1tIU23d ago60K51251284351.06%
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.frozen6d ago60K20819122270.45%
Anthropic CEO Dario Amodei says “we must slow the pace” of improving AI model capabilities. https://t.co/PUh645UIJa26d ago59K33918686100.74%
$APP just hit its biggest drawdown in nearly 4 years 😳 https://t.co/BZLLmPYdgofrozen6d 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/8xOpoTIIo28d ago59K62053283281.23%
Bernstein shows data center modularization shifting more value toward power and cooling rewarding companies that can industrialize AI buildout while making already energized sites even scarcer: • 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, $WULF17d ago59K440712762841.40%
AT&amp;T is becoming the first major U.S. telecom to integrate $AMZN Leo’s satellite network directly with its fiber and 5G infrastructure. That gives Leo immediate reach through $T existing network instead of having to build distribution from scratch. https://t.co/ZKe5Q4vhvh29d ago59K36431246270.76%
$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.16h ago59K42348359520.96%
$IONQ raised 2026 revenue guidance to $455M after closing SkyWater with CEO Niccolo de Masi pointing to “market traction of our quantum platform” and manufacturing scale it adds The acquisition gives IonQ more control over how its quantum hardware gets built as business scales https://t.co/yf1Kaay6RJ1mo ago59K36554183230.79%
Woah Bitcoin is up nearly 24% in the past month 👀 https://t.co/K5nwZ1drLK24d ago59K175518210.34%
$SKHY and $INTC are in talks to make memory chips in the U.S. for the first time. One option under discussion would have SK Hynix produce memory at Intel’s Ohio fab as AI demand continues to tighten supply. https://t.co/mEt8df0vVO22d ago58K68456219291.37%
$AAPL details new 2nm A20 Pro chip with up to 20% faster CPU performance, 40% faster graphics and 50% more memory bandwidth. The new thermal design also lifts sustained performance 40% over the iPhone 17 Pro and 2x over the iPhone 16 Pro. https://t.co/kMvVrmSBXa28d ago58K2171517760.45%
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/Y9XjCSxXfsfrozen13d ago58K40824202330.84%
$META is taking AI agents mainstream with Muse which is personal agent that can shop, manage email and complete tasks with your approval. Its launching across mobile and coming to AI glasses next moving Meta AI into something that actually does things for you. https://t.co/Q64lrWe5Ay29d ago58K50031149281.00%
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/1AV7n677SS8d ago58K699634110331.46%
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/GYNRdYYhjk2d ago58K42445233700.98%
$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/zUFfV235Wg7d ago58K710506512261.49%
$TSM JUST HIT A NEW ALL TIME HIGH https://t.co/ufm3rcU3pd3d ago58K7415337591.46%
U.S. data centers are on track to consume more natural gas than most countries by 2035. The AI buildout is turning natural gas into one of the biggest second order demand stories of the decade. https://t.co/YsUyJzeN0x24d ago58K51044288551.11%
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/8F5ZXT5fNyfrozen6d ago58K917181190.24%
$HOOD is having itself a day up more than 9% 👀 https://t.co/0Ri7zRUKxP19d ago58K2771023270.55%
$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/Ms2hJbXhtF8d ago58K79454239221.56%
$APP is flying right now 👀 https://t.co/sYaUNxE9lF3d ago58K39813313100.79%
$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.3d ago58K72059252291.45%
Wild to see Pocket FM hit $500M in ARR with no subscriptions. This is the part of the AI economy I think people underappreciate where it’s going to make a lot more creator businesses possible.19d ago58K747130270.21%
$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.15h ago57K67562447511.46%
President Trump is pushing back hard on the AI slowdown debate saying “There is a SICK conspiracy going on against AI and Data Centers” while arguing the U.S. already has enough regulatory power. Slowing U.S. AI development only gives China more room to close the gap. https://t.co/PQFib8MlwF24d ago57K72467518221.52%
$HOOD is up nearly 5% after the SEC approved a temporary exemption allowing limited onchain trading of tokenized U.S. stocks. The move opens door to instant settlement, 24/7 trading and fractional ownership while pushing tokenization further into mainstream U.S. markets. https://t.co/0xdtR26BO721d ago57K22123103170.48%
$NVDA is making quantum computing easier to build with CUDA Q Logical which is a new platform that helps researchers design systems that can correct their own errors and run useful applications. Fermilab already cut development from 5 months to 3 weeks while another team modeled 1,000 logical qubits with ~10x less hardware.24d ago57K517472410271.09%
President Trump says he is changing the name of artificial intelligence to “Super Intelligence” or SI and wants U.S. government documents to adopt the new term. https://t.co/TzRpTCCShs16d ago57K27717485130.63%
$AMZN is opening its ad platform to ChatGPT giving brands a direct way to extend Amazon campaigns into OpenAI’s 900M weekly user base. This is a pretty notable shift after spending the past year restricting AI shopping agents from its store. https://t.co/K4xy0GP4gs28d ago57K41924269260.88%
OpenAI expects to burn $278B of FCF from 2026 through 2030 while spending $856B on compute and infrastructure. That spending profile is another reminder of how early we still are in the AI buildout. https://t.co/5ppAkmQRdj19d ago57K413314310340.93%
$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/9zkL8PjXtg2d ago57K49147315251.05%
$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/2XwWQczJXb9d ago57K52922373191.07%
$NVDA CEO Jensen Huang says “2GW of AI infrastructure in Australia represents $80B.” That’s why I’m watching countries building their own AI capacity because national buildouts could bring another massive wave of spending alongside the hyperscalers. https://t.co/PMvrFkrKrjfrozen27d ago57K60261416351.31%
U.S. stock futures: https://t.co/thz5V4P1vc14d 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/tia30G6Pc6frozen14d ago57K51556329551.17%
$NBIS announces another Oct. 1 GPU price hike with Token Factory PAYG Dedicated Endpoint pricing moving up ~20% across major $NVDA GPUs. Nebius is now raising prices across both cloud compute and inference which shows demand is still running ahead of available capacity. https://t.co/C5uFKCy9ZO15d ago57K70246326301.44%
$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/7R77dcDS6bfrozen6d 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/GzkEAbCfrn8d ago57K68951195411.42%
$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/p6gpgdipPq3d ago57K30026333200.67%
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 2027.9d 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/gk36JW0C7Jfrozen6d 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 transition14d ago56K258252321360.79%
September Fed hike odds rise to 56% after PPI comes in slightly hotter than expected. https://t.co/T6Ex2MJDI528d ago56K1901611130.39%
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.3d ago56K54145185211.12%
THE MAG 7 MAKE $2.3B IN PROFIT EVERY DAY • $NVDA ~$542M • $MSFT ~$425M • $AAPL ~$425M • $GOOGL ~$405M • $AMZN ~$258M • $META ~$238M • $TSLA ~$12M https://t.co/UWZQy0gcyE26d ago56K41738308460.96%
Rosenblatt initiated $NOK at Buy with a $15 target calling it a “powerhouse AI optical franchise trading at a telco multiple” as Optical Networks grew 20% while AI & Cloud revenue more than doubled. The company also has ~$3.2B of AI & Cloud orders accelerating Nokia’s shift toward higher growth optical infrastructure.23d ago56K44842226621.03%
A look inside $TSLA Semi production line. https://t.co/O9XyUjV1Drfrozen13d ago56K45745123280.97%
$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/NhAjZJ9BLs8d 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/A9au8oSqX510d ago56K35926403210.80%
$SPCX just dropped the official Starship Flight 14 image and it looks absolutely insane 🤯 https://t.co/aCc4hua7M39d ago56K1.2K53254442.29%
$NVDA is becoming a core piece of the robotaxi stack as autonomous fleets move into commercial scale. Every major robotaxi program operating at scale today is already using Nvidia across training, simulation and in-vehicle compute. https://t.co/lZp1LmfmoAfrozen27d ago56K48242217211.03%
Great way to end the week. https://t.co/0Q4ytR2z1o27d ago56K98869326111.98%
$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/WI1h0QdMmn4d ago56K55830507131.18%
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.14h ago56K15012282890.51%
$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/ywSpRKYZNm7d ago55K64538185221.31%
$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.10d ago55K1948154120.42%
$QCOM is up over 8% after unveiling a new AI data-center interconnect with $LITE and $GLW targeting ~10 Tb/s of low-power chip-to-chip bandwidth. Another sign optics are moving closer to the chip as Qualcomm starts carving out a role deeper in the AI data-center stack. https://t.co/1gMQFPGPFt16d ago55K408563310451.00%
$META just opened Muse connectors to developers by letting any service plug directly into the agent. If Muse becomes interface people use to access those services then Meta gets to own the layer between consumer intent and action. https://t.co/2nOIHATFuA19d ago55K44631284370.99%
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/w58eYkgdGk12h ago55K355373231741.09%
Physical AI startup Skild AI just hit a $100M revenue run rate only 10 months into commercial deployments. This is a great example how Physical AI is starting to create real world data that actually makes the next wave of robots better.frozen27d ago55K1671292280.40%
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/HQVJgjErdG9d ago55K19115141210.44%
$BABA just unveiled a new AI chip while laying out plans for 5T to 10T parameter models and more than 20GW of data center capacity by 2032. That roadmap is now backed by more than $53B of AI investment over three years. https://t.co/a192D6H0bn16d ago55K479533311301.10%
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/2pBIeSjx7lfrozen6d ago55K21716201500.55%
Grok can now “trade on Liquid” bringing the bot directly into live markets 👀9d ago55K126671500.35%
$INTC is having itself a day up more than 14% 👀 https://t.co/bbXAEySDEd17d ago55K3542718350.74%
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/g7ZIwYg0Tf7d ago55K16717183410.45%
Enterprises only need to shift ~2% of operating spend from labor and services into compute to support the entire hyperscaler AI buildout. It looks expensive today because $GOOGL, $AMZN, $MSFT, $ORCL and $META are spending now while the savings and AI revenue arrive later. https://t.co/sueZ9AjBDQ22d ago55K35135315620.88%
$ASTS is scaling BlueBird manufacturing in Texas with more satellites now moving through every stage of production. That manufacturing ramp is what starts turning BlueBird into a scaled constellation. https://t.co/KVFohLxNqb29d ago55K73447181181.49%
$GRAB is acquiring 60% of Atome Financial for $1.5B and adding a $1B loan portfolio and 25M users across Southeast Asia. That gives Grab a much larger lending platform as Financial Services works toward a $6B+ loan portfolio and $500M in adjusted EBITDA by 2028. https://t.co/0wITdR8u5w23d ago55K44337143320.96%
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/yNtVtGIlp915d ago55K36623173230.79%
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/Xa7GkCspT39h ago55K81658487131.72%
$META is acquiring Swedish AI startup Stilla to accelerate Meta Business Agent across WhatsApp Messenger and Instagram. That gives Meta persistent business action across thousands of tools on top of a product already used by 1M+ businesses and 1B+ daily business conversations. https://t.co/TYDh6pFUVn28d ago55K34623242200.76%
FUTURUM EQUITIES PODCAST EPISODE #56 Daniel and I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering: • Why $ORCL accelerating AI growth still leaves questions around CapEx • Whether $ADBE is a value opportunity or a value trap as AI adoption grows but subscription growth slows • How $META Muse could expand its business from advertising into commerce, payments and personal agents • Why $AMZN partnership with $QCOM could unlock a bigger opportunity in inference chips and optical connectivity • Why I added to my 'AI Power' bucket as rising rates pressure companies financing the AI buildout • Our thoughts on the latest AI doomsday narrative We’ll leave the last 20 minutes for live Q&A so bring your questions.frozen27d ago54K72519280.19%
Goldman Sachs just raised its 2035 humanoid forecast to ~$140B as cheaper Chinese robots push costs lower and volumes higher. The biggest winners will be underneath the robot itself as component suppliers win no matter which manufacturer takes share. https://t.co/GJdF6bZkgL24d ago54K19116115380.48%
$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/W2PIRyzATafrozen14d ago54K57778225361.32%
$INFQ CEO Matt Kinsella says neutral atoms could solve one of quantum’s biggest scaling problems with up to 1 million physical qubits potentially fitting in one cell. That puts the focus on logical qubits, where Infleqtion is targeting 30 this year and 100 by 2028. https://t.co/QV2ixU8ATF23d ago54K13413130180.33%
$TSLA says the Semi fleet has now driven more than 28M km with 98% uptime as Reno ramps toward 1,000 trucks per week. That track record is now being paired with 100+ 1.2 MW Megachargers across Europe next year as Tesla turns the Semi into a broader commercial network. https://t.co/5DKInFlUNZ23d ago54K90788225211.92%
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/oVfLuqugeQ13d ago54K38224204180.83%
Physical AI startup Antioch just raised $32M to make testing robots as cheap and scalable as testing software. Its simulation platform lets teams train and break robots before touching real hardware, with $AMZN Ring, $NVDA Robotics and $NBIS already using it.1mo ago54K13117160210.34%
$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.7d ago54K20011164220.47%
$NBIS is turning spare GPU capacity into a real-time pricing market with preemptible VMs moving to spot pricing starting Oct. 8. Nebius can now price unused GPUs to demand instead of a fixed discount which could lift utilization and margins. https://t.co/OSWlUwId2C16d ago54K53026275251.14%
$NOK and $MSFT are bringing agentic AI into telecom operations by connecting Nokia Data Suite with Microsoft Fabric. Nokia says the setup can cut access to usable network data from weeks to minutes while automating maintenance root cause analysis and network optimization. https://t.co/5wyo0Kk3dt21d ago54K47526275251.03%
BITCOIN JUST BROKE ABOVE $87,000 https://t.co/ytKRjkY2sC16d ago54K3582927020.77%
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/lz3Ldhwhqrfrozen6d ago54K20612322100.49%
Warren Buffett is stepping down as Berkshire Hathaway chairman “effective immediately” officially closing one of the most iconic chapters in corporate history. https://t.co/nVNhdRB3hZ20d ago54K67633213121.39%
$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/5ENxyNyOxq14d 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 2027.8d ago53K488422810171.09%
Ryan Cohen just put another ~$20M into $GME buying 1M shares at an average price of $20.38. The purchase takes his beneficial ownership to 8.5% of the company. https://t.co/2f3Ug1bglBfrozen27d ago53K38225294120.85%
$CCXI Agility Robotics just unveiled Digit 5 which can lift 50 lbs and recharge in just 9 minutes for more than 20 hours of potential daily operation. $NVDA powers the safety stack while Agility already has more than $300M in orders ahead of early access in H1 2027. https://t.co/wDYIT7Xlqz23d ago53K41244121641.00%
$AVAV Q1 EARNINGS • Revenue $481M vs Est. $456M • EPS $0.59 vs Est. $0.25 • EBITDA $39M vs Est. $39M • Funded Backlog: $1.5B (+37% YoY) • Book-to-Bill 1.4x FY27 Guidance • Revenue $2.2B vs Est. $2.2B • EPS $0.37 vs Est. $3.22 • EBITDA $315M vs Est. $318M28d ago53K21619213150.51%
$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/psOifemLSrfrozen13d 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/DE8xFoymadfrozen13d ago53K446342811481.06%
$TSM just reported August revenue of $16.3B (+53% YoY) and says it still can’t keep up with demand. Thats with ~20 fabs being worked on at once which is 5x its historical pace and chipmaking tool needs nearly doubling since the end of last year. https://t.co/wheYaJpoJZ28d ago53K56967205311.30%
$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/uU0FgFQaG57d 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/16tYCqpbxV8d ago53K57532206231.23%
Incredible to see the Futurum Equities YouTube channel cross 500,000 total views this week in such a short amount of time. A few months ago we launched EARNINGS EDGE where I’ve covered $DDOG, $APP, $SPCX, $PLTR, $AMZN, $MSFT, $META, $BE, $INTC, $TSLA, $GOOGL, $IREN, $TSM, $ASTS, $ASML, $IBM and $SKHY as we continue building out our earnings coverage. Then just last month @StockMarketNerd and I launched a new podcast called THE DEEP END built around going deep on one company each week covering $CRWD, $APP, $ZS, $NVDA and $IREN through the first five episodes with Episode 6 on $NBIS coming Monday. Really cool seeing the momentum build this quickly and I appreciate everyone who has been watching and supporting what we’re building!26d ago53K17716100260.43%
President Trump calls fears of AI taking over the world a “HOAX” and says AI and data centers will be the “Greatest Economic Development Engine in History.” On permitting he pointed to $GOOGL saying “they’re looking at Finland because it’s too difficult to build here.” https://t.co/QExyX4bHww23d ago53K39423172170.85%
Codos just launched a “Virtual Chief AI Officer” that identifies where work can be automated and helps deploy AI across the company.17d ago53K896120280.25%
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.4d ago53K43353366531.10%
$META just unveiled first petabit-scale transatlantic cable between the U.S. &amp; France capable of moving 1 petabit of data per second by 2029. Petal doubles capacity of today’s most advanced transoceanic cables while moving more AI traffic with less added power &amp; infrastructure. https://t.co/SDJv12NM3T17d ago53K47237205401.09%
$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/Cr6Tl5slwa8d ago53K49840345201.13%
$RKLB just completed its 16th Electron launch of 2026 with 100% mission success deploying an Earth observation satellite for a confidential customer. That takes Electron to 95 missions overall with another launch already planned before the end of September. https://t.co/pRluX8zQFFfrozen27d ago53K5573464101.16%
$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/kDAUbQIgvtfrozen6d ago53K28226293350.71%
$META BACK ABOVE $750 https://t.co/0mLldqPRm216d ago52K2821520140.61%
$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/R6YXP6sCbL15d ago52K57838132221.25%
OpenAI CEO Sam Altman says 2026 would be an “ill-advised” time to take the company public. He also made clear an IPO isn’t something he is looking to pursue this year. https://t.co/faQ6THOaTX25d ago52K31214233110.69%
$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/7uQ1c6birwfrozen13d ago52K33729272190.79%
The real $META rerating starts when Muse becomes the layer consumers use before they ever open apps like $AMZN, $UBER or $DASH Once the agent controls what gets searched, compared and ultimately bought then Meta starts owning the demand funnel itself and the business looks MUCH bigger than social media plus ads.28d ago52K33925214370.82%
$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/cLN9beCksy9d ago52K46739238261.08%
$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.16h ago52K636452510341.44%
$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.13h ago52K52947307401.26%
$SPCX says its next Starship flight will generate revenue as the program starts moving beyond testing and into commercial use. That progress is also giving management more conviction in reaching a $100B annual revenue run rate. https://t.co/aiR426M7Vwfrozen27d ago51K81473222221.82%
$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.11h ago51K44442357291.09%
$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.2d ago51K46254244491.16%
$NVO and Anthropic are teaming up to use Claude across drug discovery, R&amp;D and software engineering. The partnership is aimed at speeding biological research as Dario Amodei says goal is to compress “a century’s worth of biological and medical breakthroughs into a decade.” https://t.co/MkTe4SVPoc22d ago51K433432310241.04%
OpenAI now expects to spend around $750B on compute through 2030 but it still says it feels “really short” on capacity. That tells you how far AI demand is still running ahead of supply even at this scale. https://t.co/nxeXKs6Lzi29d ago51K44239355361.09%
The latest episode of THE DEEP DIVE just dropped where Tanner, Brad and I spend an hour breaking down $SOFI and why the stock is still caught between two identities. SoFi is being valued like a tech platform but still trades like a lender so member growth and product adoption can improve while rates and credit sentiment still drive the stock.17d ago51K21916180350.56%
$QCOM just launched its first 2nm smartphone chips with the Extreme tier capable of running 30B+ parameter models locally on-device. On-device AI is getting large enough to pull more memory and leading-edge silicon into premium phone just as both remain supply constrained. https://t.co/NtdwF6S4D715d ago51K43738268291.05%
$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.11h ago51K479562211811.27%
Odyssey just unveiled Odyssey 3 which is a general purpose world model built to power robots humanoids autonomous vehicles drones and AI agents from one system. The idea is to train one model across many physical systems instead of building a new AI model for every machine.22d ago51K1391161150.34%
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/JXowL2GYY71d ago51K29726396270.78%
$INTC is reportedly planning another 10% PC CPU price hike in October as it shifts the focus to rebuilding margins. It may also exit lower margin Small Core chips opening more of industrial PC and IoT to $QCOM and MediaTek. https://t.co/VO69ehiSCH1mo ago51K43930173231.01%
$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/nqS8JZtkgQ2d ago51K26822246240.68%
$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/7C2B9AuqZO10d ago51K41051153130.97%
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/MYbstvVSVT17h ago50K49639298181.17%
OpenAI is already discussing another private funding round at a potential $1.2T valuation The timing comes as annualized revenue crosses $40B and jumps roughly 20% after GPT-5.6 while Sam Altman continues to signal an IPO is unlikely before 2027. https://t.co/BHDlhUXS4p22d ago50K2641737690.66%
Jensen Huang pushed back on the “circular financing” debate around $NVDA saying “we put in 1 and 100 comes back in.” That only works because the demand is already there with ~$100B of lined up offtake contracts and Nvidia funding only a small piece of the buildout. https://t.co/rp6yVVwaOjfrozen28d ago50K44837306171.07%
$GOOGL and $NVDA are helping launch the AI Energy Management Alliance to make AI data centers responsive to real time grid conditions. That could let new AI capacity come online faster by allowing data centers to reduce or shift power use when the grid is constrained. https://t.co/LKRSX6HQne22d ago50K44943426171.11%
China confirms Xi heads to the U.S. this Wednesday with trade and AI both on the agenda as the two countries work to extend the current truce. That comes as Trump says the U.S. doesn't want to slow AI development and keeps framing the stakes simply as “Whoever wins AI, wins.” https://t.co/hmF9uvlQ0416d ago50K1371412160.34%
$SPCX is exploring buying distressed startup data to train Grok as it looks beyond X for more specialized datasets. At the same time Grok is expected to train on SpaceX’s own internal data with Elon Musk telling employees “It’ll be trained on you.” https://t.co/OKszUW9PZcfrozen20d ago50K48436233131.12%
$FICO now in its biggest drawdown in nearly 20 years 😳 https://t.co/rrqe5S0VxS9d ago50K2131012190.49%
The Pentagon just acknowledged U.S. has weapons in orbit with Air Force confirming systems capable of defending American forces. Space Command called it a “landmark” deterrence moment as competition with China AND Russia moves into space. $SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG https://t.co/P5Z4Wj0QHG22d ago50K41059273321.07%
$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/EF0BccxOtA8d 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.9d 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/d62mmQpj4ofrozen6d ago50K23722221350.64%
$GOOGL has completed its Mechanize talent deal after talks reportedly valued at more than $1.5B. More than a dozen employees are joining DeepMind as it doubles down on coding and model performance after Windsurf. https://t.co/ZvIaBNXb2vfrozen26d ago49K40027165140.93%
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/7NhmWmUAswfrozen14d 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.7d ago49K36025524270.95%
$INTC is having itself a day up nearly 9% 👀 https://t.co/HlUeOBmKDtfrozen21d ago49K47621411081.13%
Public just launched 24/5 trading across thousands of eligible stocks and ETFs from Sunday at 8 PM through Friday at 8 PM ET. Public say it is “all with no fees” as the platform keeps expanding when investors can access the market.23d ago49K98840140.25%
$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/DN13NCarHW15d ago49K35525254240.88%
$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.2d ago49K68273359561.74%
$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.9d ago49K29529164210.74%
$OUST just unveiled the Rev8 OS1 Max with native color lidar and 2x better accuracy giving drones sharper 3D mapping at up to 200 meters. Thats why CEO Angus Pacala calls Rev8 “a completely new standard for Physical AI and aerial mapping.” https://t.co/bPHQng10v823d ago49K38325121350.93%
Oxford Economics project AI infrastructure could become a ~$32T of global data center spend through 2050 with nearly half of it in the U.S. Thats ~45x the cost of U.S. Interstate Highway System which tells you how much capital will flow through power, compute and networking. https://t.co/zEFBScU2XA1mo ago49K16228123260.47%
$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/C4XW5fu2utfrozen6d ago49K26630332530.78%
$NVDA and $PLTR just launched a new AI stack built around Nvidia’s own supply chain where a single Vera Rubin rack requires ~1.3 million parts across compute, memory, networking, power and cooling. Now they’re opening that same Foundry/AIP + Nemotron system to enterprises to manage bottlenecks, materials and suppliers while keeping proprietary data under their control.28d ago49K72271168441.77%
AI is probably going to end up influencing a lot more of how capital gets allocated than people realize today 👀frozen27d ago49K876110370.29%
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/3o5EIPrGdofrozen13d 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/ArvQQR5Nw65d ago49K35023293280.89%
$MRNA just got added to the Nasdaq 100. https://t.co/EXaHEQmRPCfrozen6d ago49K34625143180.83%
Anthropic just launched Claude Opus 5.5 as the first model in its new Claude 5.5 family. It delivers Claude Fable 5.1-level performance on most tasks while costing 40% less to run than Opus 5. The great AI pacing era lasted about three business days 😅 https://t.co/5cNUdAfJOt16d ago49K33026170190.81%
$GME CEO Ryan Cohen just bought another $26M of GameStop by adding 1.15M shares at an average $22.94. That lifts his total stake to about 9% of the company. https://t.co/PouqTMi1Fz16d ago49K24521134110.61%
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/EYH3FSvoNMfrozen13d ago48K198711350.46%
Lightfield raises $47M Series A led by a16z after signing 5,000+ companies since November. Its replacing CRM with a live customer model built from email calls meetings and Slack so AI agents can prospect analyze the pipeline without reps manually updating records.29d ago48K735100160.22%
Polymarket US just launched “15-minute Bitcoin Up/Down markets” letting users trade short-term price moves in real time.10d ago48K59414360.18%
$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/OmKIFHmZsY15d ago48K39523366110.98%
$CRWD just hit its highest valuation in five years dating back to 2021 😳 https://t.co/AHE2yFGX7122d ago48K2791425270.68%
$CRWV has deployed a multi rack $NVDA Vera Rubin NVL72 cluster. CoreWeave connected hundreds of Rubin GPUs into a single scale out system built for large agentic AI workloads after first validating Rubin at the single rack level. https://t.co/KKbBnPG4ou22d ago48K41829146191.02%
$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.16h ago48K30227133300.78%
VIVA LA $MELI https://t.co/VraUI4IMEs3d ago48K247518070.58%
$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/mcU6ImAoqt2d ago48K68862269331.71%
$NVDA can keep shrinking its compute circuitry but its on-chip memory is struggling to keep up making cache increasingly expensive to expand. Keeping those chips fed with data requires more advanced memory and packaging giving $MU, $SKHY and $TSM more revenue potential per GPU. https://t.co/yiSi555mZT27d ago48K29724184300.78%
$AAPL just launched new Mac mini and Mac Studio with a bigger push into local AI including up to 4x faster AI performance. Mac Studio goes further with up to 512GB unified memory and 1.2TB/s bandwidth so large LLMs can run fully on-device. https://t.co/hSFMDKZx2w16d ago48K32517254210.82%
$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/WCQ5ip5YlA8d 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.6d ago48K16510131450.49%
$TEM is absolutely ripping today 👀 https://t.co/fqvmIFxorifrozen21d ago47K33415184140.81%
Rosenblatt thinks $QNT could be nearing its “ChatGPT moment” as $ORCL buys a Helios system outright for its Utah data center. What stands out is Quantinuum already owns the stack from QPU to software, giving Oracle a path to add quantum alongside CPUs and GPUs. https://t.co/V91yZo6jmd1mo ago47K977102210.29%
$CRM will acquire AI customer research startup Listen Labs for ~$2B. Listen Labs would give Salesforce another layer of customer intelligence as enterprise software shifts toward agents that can understand customers and act on that data. https://t.co/lNtSXpJVyw28d ago47K22722150170.59%
Deel says its Akai automation platform helped add “more than $140M in ARR in just 90 days” prompting them to launch the internal AI system commercially.16d ago47K86490320.28%
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/t6Z2ZtFyXT10d ago47K35330143220.89%
$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 2030.2d ago47K37256358701.14%
$QCOM renewed its global patent license agreement with $AAPL. That keeps one of Qualcomm’s most important licensing relationships intact. https://t.co/kE3BDdzYo614d ago47K318231311170.81%
$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/2SO7RNwQiK9d ago47K23713232250.64%
$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/KW5Oqh6ktIfrozen6d 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/HGxnzTdMqE14d ago47K1521094110.39%
$GOOGL and $ACN are building a 1,000 engineer Gemini Enterprise unit to bring agentic AI directly into customer operations. Google is essentially pairing Gemini with Accenture’s enterprise reach to get the technology embedded deeper into how companies actually operate. https://t.co/9HBPISqD411mo ago47K33347295170.92%
$GOOGL is paying to expand nuclear capacity at Vogtle and Hatch adding ~96 MW while Georgia Power projects ~$900M in lifetime customer benefits. The interesting part is the structure because hyperscalers are starting to fund the power they need themselves. https://t.co/LUNvsOuwXU16d ago47K41445212261.08%
$NVDA says “every megawatt matters” as its DSX platform helps AI factories fit up to 40% more GPUs within same power envelope. Pair that with Vera Rubin and throughput per megawatt can rise ~30x while cost per million tokens falls ~45x versus GB300. https://t.co/lZ4flaVkMy22d ago47K45045262371.19%
$CRM is bringing $NVDA directly into Missionforce with NeMoTron models and accelerated compute. The goal is to give enterprises faster and more capable AI agents inside Salesforce. https://t.co/z5e9leLx9i23d ago47K30622213150.78%
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/k52i2XasUFfrozen13d 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.15d ago47K48540221381.25%
President Trump sharply criticized tech executives calling for an AI slowdown saying they “don't have the best interests of the U.S. in mind.” He went further calling them “revolutionaries for a bad and evil cause.” https://t.co/8Vph8HArBY23d ago47K4062324190.99%
$QCOM is acquiring PickNik Robotics and bringing “MoveIt” into Dragonwing to deepen its edge AI stack for robotics. https://t.co/hmhhTOZ64g15d ago47K30633134130.79%
$SPCX Falcon just completed its 700th mission. https://t.co/a7ac1kCxIf24d ago47K57339121101.36%
$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.”1d ago47K31029312360.88%
$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/Lcm0giVfX91d ago47K31625212110.81%
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/PS2tFaYezZ2d ago46K1249181230.38%
$IONQ and $SNPS cut a complex engineering simulation by about 12% on IonQ’s actual Forte quantum computer. Another example how quantum doesn't need to replace supercomputers yet but can start by making specific steps inside real industrial software a lot faster. https://t.co/Fajp22ySOdfrozen21d ago46K30033177110.79%
$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.15h ago46K30718222280.81%
Oppenheimer initiates $AEHR at $130 saying “even one additional leading AI processor adopting FOX in HVM could require dozens of systems and materially raise AEHR’s earnings ceiling.” That upside gets more interesting as AI packages become more expensive and complex because Aehr can capture the test workload both before packaging with FOX and after packaging with Sonoma.frozen28d ago46K22519114330.63%
$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.2d ago46K35640273310.99%
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!frozen14d ago46K1812241110.47%
$NVDA CEO Jensen Huang says U.S. leadership in AI will come down to building tech the rest of the world actually wants to use. That means keeping models open, regulation sensible and investment flowing so innovation and economic growth can move together https://t.co/yfle0c4yDK23d ago46K33327161390.91%
$GNRC up nearly 20% after signing a long term deal to supply backup power for $AMZN data centers that could be worth ~$8B. The deal gives Generac a major hyperscaler customer as Amazon keeps scaling the power infrastructure behind its data center buildout. https://t.co/d3QFA2GW4x21d ago46K19521173330.59%
Incredible to see THE DEEP DIVE already cross 40,000 views on YouTube across just five episodes after Brad and I launched the podcast a little over a month ago. So far we’ve gone deep on: • Episode 1 $CRWD • Episode 2 $APP • Episode 3 $ZS • Episode 4 $NVDA • Episode 5 $IREN Next up is $NBIS so drop any questions you want Brad and me to ask or dig into for the episode!28d ago46K15316191320.48%
$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/WIHEzwbalm12d ago46K30526274120.82%
$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/0pchGubnJi2d ago46K31929192430.90%
$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/KsgU8VOe3I14d 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/QP4aHrisTOfrozen14d ago46K26733176250.76%
$GEV is up over 5% as second half gas commitments are now expected to exceed 20GW with demand strengthening into Q4. That momentum is extending into nuclear too as Blue Energy advances a Texas project pairing GE Vernova’s BWRX 300 SMR with its 7HA.02 gas turbines. https://t.co/jdAuwRNvkB22d ago45K26119152190.69%
$RKLB says space is entering a new era where commercial companies can now deliver launch cadence &amp; capability that once required national programs. Rocket Lab credits Trump administration’s support for private industry with helping accelerate that shift. https://t.co/if4d7hYFq715d ago45K36823111210.94%
$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/17FmqbCUh17d ago45K48824213101.21%
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.2d ago45K32223352240.90%
$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.8d ago45K27817241170.75%
$NOK is expanding AI RAN trials with carriers globally using $NVDA Aerial RAN platform. The system has delivered more than 20% better spectral efficiency as operators move from early evaluations into live network testing ahead of AI native 5G and 6G. https://t.co/EwUALxvjNT22d ago45K39725171171.01%
$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/qXfaR2uRqY2d ago45K34137107210.92%
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/7E6uAz2yxB13h ago45K1426245100.42%
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/fyOy69oG7w10d ago45K2261223490.61%
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/aro4JHvNAD14d ago45K19515354120.58%
NASA selected $SPCX to launch its StarBurst satellite on a Falcon 9 rideshare mission no earlier than 2028. The dollars are small but rideshare keeps taking missions that might otherwise have gone to dedicated small launch providers. https://t.co/AJuPdsuYiLfrozen20d ago45K3993726281.06%
OpenAI is building new agent features to answer $SPCX Grok Bot and $META Muse after both moved faster into always-on assistants. The competitive bar is already shifting toward actually completing tasks for users. https://t.co/ppgKa2hZ3j17d ago45K33624205120.89%
Fin just raised $20M from Expa and Coinbase Ventures and now connects fintechs into local bank rails across 51+ countries while claiming its infrastructure has reached 825M users.23d ago45K5536030.15%
$META is testing human operators behind some Muse phone calls as it works through safety and privacy before a broader rollout. That tells you how early agentic calling still is with humans filling the gaps while the tech catches up. https://t.co/LdpZDMJYHp16d ago44K29913130110.76%
$TSLA is officially bringing the Semi to Europe as the company starts opening up its next major commercial market. European specs and launch details are expected next week in Germany with up to 550km of range and ~60% recharged in 30 minutes. https://t.co/fUgJJUvnMU26d ago44K51542172111.33%
$DOCN is rolling out Managed Agents where developers only pay for compute when the agent is actually running. AI agents can now stay available without paying for idle compute while DigitalOcean handles the tools, security and state around them. https://t.co/RKXVWOKDxY16d ago44K811011250.25%
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/fhkoeSf65rfrozen13d ago44K3112923630.84%
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.3d ago44K29620289160.84%
BRENT CRUDE OIL JUST BROKE BACK ABOVE $100 https://t.co/Ezls8SlwyO29d ago44K2651520120.69%
$GOOGL Waymo is bringing its robotaxi platform to Tokyo with GO targeting Japan’s first commercial Level 4 unmanned taxi service in 2027. GO brings the local taxi network while Waymo brings the autonomy stack for one of the world’s toughest driving markets. https://t.co/1AZEp6gVl123d ago44K226269740.62%
Elon Musk says Starship is just 7 days away from targeting its first orbital launch with 26 operational Starlink V3 satellites onboard. That would move $SPCX from testing into real Starlink deployment with V3 delivering roughly 10x the downlink capacity of V2 Mini. https://t.co/LKVNhonWES17d ago44K3702619090.97%
U.S. listed ETFs have pulled in $1.43T this year 👀 https://t.co/PTnyTPRyYx19d ago44K8345070.23%
$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.frozen6d ago44K35838272281.04%
$CBRS UP OVER 10% TODAY 😳 https://t.co/Fo5gLJGnQM3d ago44K30012260120.80%
Polymarket just hired a new VP from $DASH 👀22d ago44K4707020.13%
$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/t63wyz55pN16h ago44K38523220161.02%
$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/CL0EJKamRx8d ago44K20925191260.64%
$DOCN is up nearly 15% after management reiterated 50%+ revenue growth for 2027 and said the current trajectory points to an exit rate north of 50%. The beauty is that more of that growth is coming from inference where DigitalOcean is scaling higher margin services. https://t.co/el28Kf5HtX29d ago43K15510152200.46%
$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/vKP7KvV1j09d ago43K40623226131.08%
$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/NbIrBku8RC2d ago43K22727244350.73%
$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/AJjHxdgaim9d ago43K527372512221.44%
$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/SW4vFSl0gn7d ago43K32219273110.89%
Polymarket is starting to take real sports betting volume as prediction markets become a bigger alternative to traditional sportsbooks 👀 https://t.co/mXeuJbnVoR23d ago43K65312050.20%
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/PaihbUMZ1C8d 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.10d ago43K21225170320.66%
$SPCX is targeting September 22 for Starship Flight 14 which is planned to be its first mission into orbit around Earth. The flight would also deploy Starlink V3 satellites for the first time as Starship starts moving from testing toward real payload deployment. https://t.co/uQqlWeYX4v22d ago43K46046143141.25%
$NVDA is turning MGX into a broader inference platform by adding d-Matrix Raptor for frontier models that need far more memory than SRAM can support. Groq covers ultra-fast SRAM inference while Raptor brings 2.3TB of 3D-DRAM per rack through the same NVLink ecosystem. https://t.co/GxHqhNtoas28d ago43K34524332150.97%
$HOOD is making a bigger bet on prediction markets adding new yes or no contracts while taking minority stakes in Crypto(.)com and its prediction markets business. That gives Robinhood more to distribute while owning a piece of the infrastructure behind the category. https://t.co/wJTzg4y8Tz1mo ago43K38141180181.07%
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/TpItiGVKA13d ago43K8545190.24%
ETR says 46% of enterprise AI buyers think lab calls to slow AI are competitive positioning. But what’s interesting is that they're not against guardrails with 60% saying they would still pay a premium for independently certified models. https://t.co/ZJHsq6Z8bq20d ago43K6679220.20%
TypeSafe AI just launched JEV which is its first “System One” model built to answer structured questions in parallel instead of generating text token by token. That opens the door to AI systems that can return usable decisions with confidence scores.22d ago43K7352170.21%
SeatGeek is another good example of how AI replaces tasks first while pushing people toward higher value work.9d ago43K6349150.19%
You can now trade directly from your Public account on TradingView 👀 https://t.co/kP2P4RIoWE29d ago43K5321030.14%
$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/RJqgxowFW1frozen6d ago43K38426225121.06%
$AMZN AWS and $SAP signed a 5-year partnership to bring SAP Business AI to seven more regions including India, Japan, the UK and Brazil. That puts SAP’s AI stack closer to more enterprise customers while AWS captures the infrastructure underneath it. https://t.co/2WjpSpMoSJ20d ago42K22521232100.67%
$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.2d ago42K1461120290.45%
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.7d 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/8g9KQUoWxw15d ago42K32920327110.95%
$SPCX has added nearly $1 trillion in market cap over the past two months 😳 https://t.co/ol2V953FnG1d ago42K3982131141.09%
$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/muODQqnAev2d ago42K25114251170.74%
Anthropic is pulling away from OpenAI in the enterprise with Global 2000 Net Score climbing from 56% to 85% since late 2025 while OpenAI sits at 60%. That move started as enterprise AI really shifted with Claude Code giving companies one of the clearest use cases where the ROI is easy to measure.23d ago42K19515282230.63%
$INFQ and $CSCO are teaming up to connect quantum systems at scale with Cisco saying the next breakthrough comes from “networking systems together.” Infleqtion brings the neutral atom hardware while Cisco provides the networking stack https://t.co/fP49HMdxMK28d ago42K15821124160.51%
$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.11h ago42K30736255380.99%
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/Ra4CgVK99q10d ago42K1948200170.58%
$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/whUyGd37VG2d ago41K30219252140.87%
Elon Musk is officially a “trillionaire” again as $SPCX shares cross $165. https://t.co/uYCOfUcuh03d ago41K4491729041.20%
OpenAI is pushing deeper into consumer hardware with $300M acquisition of Glass Imaging which is an AI camera startup founded by former $AAPL engineers. Glass is using AI to bring DSLR level image quality to smartphones giving OpenAI another key piece of hardware technology. https://t.co/1zdW2ZrzBk23d ago41K20411191120.60%
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.1d ago41K13710253200.47%
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.frozen6d ago41K677131100.24%
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.1d ago41K12910153310.46%
$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/nIMzJpUc7C8d ago41K113516360.35%
Jensen Huang says $NVDA is still constrained across wafers, packaging, DRAM, connectors and power components saying “everything is challenging.” AI demand is now putting pressure across almost every layer of the hardware stack at the same time. https://t.co/uF4w70Fozkfrozen27d ago41K34130213221.02%
$PLTR AIP Evolve is built around making the model interchangeable without rebuilding the system. As models get cheaper and better Palantir can simply swap what sits underneath while continuing to improve cost and performance. https://t.co/VwL8mLfAs529d ago41K2401591100.68%
First of many Rams games with the lil guy https://t.co/AxpqWaV670frozen27d ago40K228215010.61%
Kind of wild that just four months ago this was how the market viewed cybersecurity in the new AI economy. Now $CRWD, $PANW, $RBRK, $ZS, rest of the group are getting rewarded as some of the clearest winners of the AI economy. Funny how quickly the narrative changes. https://t.co/vqYfbu4BSj24d ago40K1418142140.45%
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.frozen13d ago40K7799080.26%
$ASML and $TSM are pushing EUV masks from 6 inches to 12 inches as High NA moves toward high volume manufacturing. The larger format could improve fab productivity and remove stitching constraints as AI chips get much more complex. https://t.co/1VhWqaSuQi1mo ago40K3383072190.99%
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/BKME25HCbm15d ago40K2371922480.72%
$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/ddErs8uCaS9d 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/GrINv7zt7M7d 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/4Og5YQBJ9a14d ago40K41322232151.19%
Bolt just launched Forge with access to GLM, DeepSeek and Kimi and up to 50x more usage. As model costs keep falling the AI economy keeps shifting toward whoever can turn cheaper intelligence into more applications and more usage.24d ago40K5329060.18%
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.frozen14d 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/9JUPqhGvJp8d ago40K94823390.35%
Markets now price a 68% chance of a Fed rate hike in October 😳 https://t.co/NIfFbyAyZo14d ago40K2231327340.68%
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/etSUVGJzbq3d ago40K11078090.34%
$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/pJ4HcNSURa1d ago39K16312202190.55%
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.7h ago39K52933416311.63%
$HOOD JUST POSTED ITS AUGUST METRICS User growth remains steady while assets and trading activity continue scaling much faster: • 28.6M funded customers (+1.9M YoY) • $384B platform assets (+26% YoY) • $335B equity volumes (+68% YoY) • 293M options contracts (+50% YoY) https://t.co/NWcvQxKu80frozen27d ago39K22624124210.73%
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.7d ago39K5248090.19%
$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/b0WSIUlJ1s9d ago39K19722154270.68%
$CIEN is targeting ~30% annual revenue growth from 2026 through 2029 as AI driven networking demand continues to accelerate. Management is also targeting ~50% gross margins and ~20% FCF margins by FY2029. https://t.co/FzDhmlJ5a221d ago39K111912360.36%
Here's a great visual of how $SPCX is building a vertically integrated AI business across capital, compute, data and talent. That advantage becomes a lot more valuable as AI usage explodes with agentic workloads now driving ~70% of OpenRouter tokens while token consumption grows far faster than efficiency can offset. You can already see it in compute pricing with $GOOGL paying ~$11 per GPU hour and an implied 9 month GPU payback as SpaceX scales toward 8 GW by the end of 2027.23d ago39K21919143540.79%
Tune in to our partner @WOLF_Financial breaking down humanoid robotics landscape!frozen13d ago39K4233120.13%
$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/AS6EqAYqlY7d ago39K1709174140.55%
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/YJrqBQisCe2d ago39K1161225450.42%
$VICR is up 13% after doubling its Q3 sequential growth outlook to more than 20% as Vertical Power Delivery royalties ramp. Four leading OEMs and hyperscalers have now licensed the technology giving Vicor a growing royalty stream as AI power density keeps rising. https://t.co/nORGOW9t8v16d ago39K16221221200.59%
$VZ and $GLW just signed a $1.05B three year minimum purchase agreement for next generation fiber and optical solutions. That locks in a sizable piece of Corning demand while showing how much fiber Verizon still plans to put into the ground. https://t.co/Bkvy0nzTmq1mo ago38K1449101170.48%
South Korea is nearing a $100B+ U.S. nuclear package for up to eight reactors but most of that capacity likely doesn't arrive until well into the 2030s. The more immediate AI power story is separate ~$20B Texas gas project because the power crunch through 2030 gets solved by generation that can actually come online in time. $GEV $VST $CW $BWXT $CCJ28d ago37K1661042200.54%
$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/9MhEw7K3789d ago37K14711212120.52%
$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/MfBZCHMmyY13h ago37K30033311121.01%
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/j3w2HsyyA03d ago37K117420230.39%
FUTURUM EQUITIES PODCAST EPISODE #57 Daniel and I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering: • Why market may be pricing the wrong AI risk after last weekend’s regulation debate • What latest FOMC means for growth stocks with rates staying higher through 2027 • How Muse could expand $META beyond advertising into commerce, payments and personal agents • Why $CRWD, $PANW, $ZS and $NET would benefit whether frontier AI development slows or accelerates • Whether higher rates change $IREN, $CRWV, $NBIS, $CIFR or $WULF thesis or simply raise cost of financing the buildout We’ll leave the last 20 minutes for live Q&A so bring your questions.20d ago37K6138010.20%
$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/vVl1LkgWbB6h ago37K25819373390.97%
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/AlWZRvF5s610h ago36K1851020440.61%
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/NkwvS9GNar7d 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/p6gGxgOeky7d ago36K10814190160.44%
$QCOM CFO talking about teaming up with $AMZN across multiple generations of custom AI inference silicon as AWS builds a more diversified and power efficient compute stack. The sleeper piece may be connectivity with the two also working on 1.6T links using SerDes and optical DSP technology giving Qualcomm another path into the AI data center beyond the accelerator.29d ago36K72382110.27%
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.2d ago35K68811080.27%
$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.8h ago34K30622233151.07%
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.3d ago34K54611030.22%
CME shelved plans for 24/7 oil trading over weekend staffing concerns 😳 https://t.co/CxxPbEAPgd2d ago34K63612130.25%
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/LsPeMI7Tqa7d ago34K7036190.26%
Jeffrey Katzenberg’s WndrCo is backing HYROX’s next chapter. WndrCo is joining L Catterton and HYROX founders Christian Toetzke and Moritz Fürste in a deal that gives the founders majority control again and reportedly values HYROX at ~€600M. https://t.co/lEGzbyGuaj28d ago33K4348020.17%
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/JI2yY3kVgNfrozen6d ago33K1211411060.46%
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/4riqV5a1xm1d ago33K6558060.26%
ERCOT is forecasting Texas electricity demand rising doubling to 145 GW by 2031 which is about ~10 GW per year so meeting that demand requires a lot more power at every step of the chain: • $VST monetizes generation thats already operating and connected to the Texas grid • $GEV supplies gas turbines needed to bring new generation online • $BE brings power directly onsite when data centers cannot wait for grid connections • $VRT handles power and cooling infrastructure once that electricity reaches data center Essentially every new gigawatt creates another opportunity across generation, grid access and infrastructure inside the data center.20d ago31K667141220.35%
$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.6h ago30K23836253161.05%
$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.8h ago30K10113151390.56%
ERCOT is forecasting Texas electricity demand rising doubling to 145 GW by 2031 which is about ~10 GW per year so meeting that demand requires a lot more power at every step of the chain: • $VST monetizes generation thats already operating and connected to the Texas grid • $GEV supplies gas turbines needed to bring new generation online • $BE brings power directly onsite when data centers cannot wait for grid connections • $VRT handles power and cooling infrastructure once that electricity reaches data center Essentially every new gigawatt creates another opportunity across generation, grid access and infrastructure inside the data center.frozen20d ago26K22429264671.32%
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.8h ago26K3735030.19%
$AAPL is pushing deeper into health with new Watch hardware and a redesigned Health app built around AI generated insights. The Watch is evolving into a platform that increasingly interprets it and connects that data to real world testing. https://t.co/29YOTp2Fak28d ago9.7K2618020.38%