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Joined March 2019
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So obvious. Fed hikes - we go up Fed holds - we go up Duh
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5 stocks to buy today if you want to own the future of America. 1. $AMZN …
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The fact $NOW just flipped green while $NVDA and $MU are green is somewhat of a Tuesday miracle on its own
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Markets are ripping right now. Who knows something?? $QQQ
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Someone just bought $1.3 MILLION worth of $AMD Calls with a 1,000 strike??? AMD is trading at 504 right now...
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at gym thinking about the 10-year treasury being over 5%
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$amzn is a house of horrors as an equity
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$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.
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🚨 JUST IN: $NBIS and $PLTR partner to deliver a complete sovereign AI stack to Palantir customers - Palantir names Nebius its preferred sovereign AI infrastructure partner, bringing Nebius compute and inference inside the Palantir perimeter - Strategic partnership based on shared vision that open models and looped customer data create the smartest domain intelligence and provide better security - Companies will work together to bring new AI capacity online faster “Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.” - Alex Karp “Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.” - Arkady Volozh Palantir selected Nebius for what few providers can claim: being built for AI from the ground up rather than adapted from general-purpose computing, with infrastructure and software designed together for demanding AI workloads, and able to be integrated directly into Palantir’s Sovereign AI Operating System.
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There is no shortage of ideas but these 3 are on the top as of now: $AMD : Breaking out $INTC : Breakout and continuation $AVGO : At 200 Day SMA Dont overcomplicate it. Pick few and run with them.
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$AMD stock is now up by more than 5% and back over $500 🟢🟢🟢🟢🟢
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Bitcoin drops below $78,000 Ethereum falls below $2,450 $102 million longs liquidated in last 12 hours.
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$PLTR $NBIS PALANTIR NAMES NEBIUS AS ITS PREFERRED SOVEREIGN AI INFRASTRUCTURE PARTNER. - Palantir and Nebius announced a strategic AI infrastructure partnership, with Palantir naming Nebius its preferred sovereign AI infrastructure partner and planning to integrate Nebius compute and inference endpoints directly inside Palantir’s enterprise perimeter. - The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continually adapt them using proprietary company data, and maintain control over their compute, models and data. - The companies will also work together to bring new AI compute capacity online faster, including modular data-center deployments at locations where power is already available. Palantir CEO Alex Karp: “Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.” Nebius CEO Arkady Volozh: “Organizations need both the performance of large-scale AI infrastructure and control over their data and models. Together with Palantir, we are bringing this to commercial clients enabling them to run their optimized open models on trusted infrastructure.” Makes sense for both to engage in a partnership. Palantir believes deeply in sovereign control over data and Nebius has said many times that they want compute infrastructure to be distributed and not just controlled by a handful of companies, felt like a partnership around sovereignty and distributed compute with both companies made sense.
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Can’t stop the oil trade. Just too powerful!
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Happy Tuesday.
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BREAKING: Intel is up 8% today as Intel announces plans to raise PC CPU prices by roughly 10% starting in early October. Intel is doing this to protect profit margins instead of competing purely on volume. Intel also crossed 1 million wafers processed using ASML's High-NA EUV technology, a major foundry milestone, and Northland upgraded the stock to "Outperform" today. The company is also running a $20 billion equity raise at $95 a share to fund its AI and foundry buildout. Intel is now up over 160% year to date, one of the biggest turnaround stories in the market this year.
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Someone check in on Burry. $NBIS $CRWV
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NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.
The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead.
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INVESTORS WHO ARE BUYING THE DIP INSTEAD OF PANICKING
JUST IN: Over $350,000,000,000 has been erased from US stocks since open
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SAMSUNG TO BRING ASML HIGH-NA EUV INTO DRAM PRODUCTION BY 2028 Samsung plans to use $ASML High-NA EUV in future high-volume DRAM manufacturing by 2028, which the companies say would be an industry first. Samsung is also joining an effort to move semiconductor photomasks from the industry-standard 6-inch format to 12 inches, aiming to improve fab productivity, lower manufacturing costs and eliminate stitching constraints in High-NA EUV production. The expanded partnership spans both advanced memory and next-generation semiconductor manufacturing.
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