Projected top 10 on this week’s Billboard Hot 100 if airplay was excluded:
#1#. Choosin’ Texas
#2#. BbY WOW
#3#. Boston
#4#. Been By Now
#5#. Be Her
#6#. Stupid Song
#7#. Nicole Kidman
#8#. I Can’t Love You Anymore
#9#. Earrings
#10#. Janice STFU
Projected top 10 on this week’s Billboard Hot 100 if airplay was excluded:
#1#. Choosin’ Texas
#2#. Boston
#3#. BbY WOW
#4#. Been By Now
#5#. Be Her
#6#. Stupid Song
#7#. I Can’t Love You Anymore
#8#. Janice STFU
#9#. Man I Need
#10#. Earrings
Projected top 10 on this week’s Billboard Hot 100 if airplay was excluded:
#1#. Choosin’ Texas
#2#. Been By Now
#3#. Boston
#4#. Be Her
#5#. I Can’t Love You Anymore
#6#. Stupid Song
#7#. Oh Yeah?
#8#. Loser
#9#. Man I Need
#10#. Janice STFU
$6M projected annual savings. 7x return. Customer satisfaction up 900%.
That’s @SouthwestAir with Agentforce
Justin Bundick, VP of AI, joins us at @Dreamforce to share how they got there
$IREN projected $25–30B in FY27 capex
· $14B is already secured through prepayments and GPU financing
· Another $8B is expected through the same means
· That leaves $3–8B to be financed
· The rest will come from cash flow, data center financing, and equity issuance
The plan isn’t crazy, especially if there’s further share-price appreciation
But so many people can’t read past the headline
Alphabet projected full-year capital expenditures will be $195 billion to $205 billion in 2026, increasing its already sky-high spending estimate for the year as it works to secure an edge in the AI race
CoWoS capacity is projected to surge 70.9% YoY in 2027
GPU and AI ASIC shipments +44.9%
Combined Intel/AMD/NVIDIA CPU shipments +36%
Bullish
$NVDA $TSM $MU $SKHY