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49ers' offensive line has chance at history vs Cardinals
49ers' path to NFC West title runs through another branch of Kyle Shanahan's coaching tree
OpenAI is reportedly forecasting negative free cash flow of $278 billion from 2026 through 2030 as it aggressively invests in compute capacity, per the FT.
$MSFT $AMZN $GOOG $NVDA
Model complexity and the KV cache are two primary drivers for memory, especially for inference requiring increasingly large context windows.
Context windows for OpenAI’s leading models have risen 230-260X in three years to 1.05M tokens, while Meta’s Llama 4 Scout is 10X higher at 10M.
$MSFT $AMZN $META $GOOG $MU
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Global data center power demand is projected to reach 161 GW in 2026, up 31% YoY, with AI servers accounting for roughly one-third of total capacity, per TrendForce.
$NVDA $AVGO $AMD
AMD’s battle with Nvidia on GPUs looks surprisingly similar to $INTC, but there’s one major difference – AMD does not need to overtake $NVDA to win.
Below, I map out why AMD’s $AMD next-generation GPU roadmap could continue to support higher returns than Nvidia through 2028.
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According to Citi, monthly AI tokens used have increased at an average 31% MoM rate since the start of 2025.
$MSFT $AMZN $GOOG $NVDA
Samsung is reportedly expected to more than double output of its HBM4 family next year, while total HBM output is expected to increase ~40% to 250,000 wafers per month.
$MU $SKHY $NVDA $AMD
49ers star Nick Bosa to miss 'a few weeks' with sudden leg injury
In 2019 I said $NVDA would become the world's most valuable company. In 2021, that it would surpass $AAPL.
In July 2024, I said AMD's $AMD returns would outpace Nvidia's over five years. So far, so good.
This week, I cover why the next chapter could be AMD’s biggest. Link in bio.
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