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NBIS, CSCO, AMAT just previewed the NVDA print
Burry is short NBIS at $190 at year 4 of a 50 year capex cycle. Does he cover at $250? $500? $1000? Higher? Risk management is hard for non-professionals.
Will Meta KILL NBIS and CRWV? Plus PLTR Stock | Fiesta Friday
James Hunter Pairs With Sage Hunter on OnlyFans @J_Hunter_Films @SageXXXHunter
Sanofi CEO seeks talks with Medivation over $9.3 billion offer @NBisserbe
Another week of earnings to look forward to.
AI industries: CRWV, SMCI, NBIS, AMAT
Go long, short or stay comfy in spot. Trade what you want in our app.
AI stocks just pulled a VIOLENT 24-hour snapback.
Across 13 AI-exposed names, median returns flipped from -9.6% yesterday to +16.6% today.
IREN: -13.6% / +28.0%
NBIS: -12.7% / +27.3%
CRWV: -9.6% / +24.0%
The stocks are pricing venture-like volatility.
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SPCX IPO, Trump Buys SOFI, Gates Dumps MSFT, NBIS Earnings | Siesta Saturday
Anthropic IPO & Nvidia's Largest Raise Ever — What Could Go Wrong?
Today's @OrderBookShow with timestamps
00:00 Intro
5:40 Stream Starts
8:34 BTC Chart
15:40 ETH Chart
22:45 Solana Chart
23:50 HYPE Chart
33:15 DXY Chart
35:45 How did you come back from FTX Losses?
40:30 Ai TradFi Charts
54:30 TAO chart
55:30 Netflix Chart
57:30 Sofi Tech Chart
1:00:00 CoreWeave Chart
1:02:45 ZCash Chart
1:06:00 CRV Chart
1:07:45 XPL Chart
1:09:15 CVX Chart
1:11:00 NVO Chart
1:14:00 NEAR Chart
1:16:00 Youth being the most valuable asset
1:20:00 NBIS Chart
1:21:20 DOGEcoin Chart
1:23:15 ZScaler Chart
1:25:00 Celcius Stock Chart
1:32:00 Anthropic IPO Tops the market?
1:35:15 Anthropic signs $9.1 Billion Deal with Riot BTC Miner
1:38:45 Nvidia Secures $500 Billion Dollars
1:44:00 SpaceX Reclaims IPO prices
1:53:00 Ever U.S State Ranks Above every economy in household consumption
1:55:30 Rate Cuts coming soon ($20k Dorm Room Renovation Rich Kids)
1:59:30 Ray Daylio in Ibiza at 77th B-Day
2:00:30 Extreme Hear threatening Italy’s Cheese Banks
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Before an AI agent can actually get work done, it needs a whole new stack: an identity, and the ability to search, to read documents, to review code, and to pay.
Tomorrow in San Francisco, @GoKiteAI shares the stage at Agent Experience Demo Night, hosted by Sapient, with a lineup of teams building the rest of that stack:
▷ @auth0: the identity and login layer, acquired by Okta
▷ @Docusign (Nasdaq: DOCU): the global standard for e-signature and agreements
▷ @Box (NYSE: BOX): enterprise content and documents in the cloud
▷ @nebiusai (Nasdaq: NBIS): AI cloud and GPU infrastructure for training and inference
▷ @coderabbitai: AI code review on every pull request
▷ @tavilyai: the search API built for AI agents
Our Co-Founder & CTO @scottshics will demo Kite's piece: a verifiable identity for every agent, and the ability to spend within limits you set.
📅 July 7th (Tue), 5:00-9:00 PM PDT
📍 Okta, 100 1st St, San Francisco
Register (host approval required):
See you there. 🪁
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