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"One Anthropic engineer used Claude to bring a frontier model onto MI355 racks over one weekend." -@StockSavvyShay
Shay on how AI coding is lowering the CUDA switching cost for $AMD, and why the Anthropic deal includes using Claude to speed up ROCm. With @StockMarketNerd.
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Missed us live? Episode 64 is worth the replay.
@danielnewmanUV and @StockSavvyShay went live on Nvidia's board investigation to cover key-man risk, succession, AMD as the second source, and your questions on Broadcom, Micron, CPI and Nebius.
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"SpaceX... gave us everything an AI bull could have asked for." -@StockSavvyShay
$SPCX put 84% of its third-quarter capex into AI. Shay on why yields and the discount rate still control the AI trade.
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"They can kind of hijack the pilot, take over the signal and land the drone with parachutes." -@StockMarketNerd
Brad explains how Sentrycs, one of the companies $ONDS bought, takes over a hostile drone. With @StockSavvyShay.
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Two years ago Ondas did $7 million in revenue. Its target this year is $525 million to $550 million, and @StockSavvyShay says most of that is bought. He and @StockMarketNerd go deep on $ONDS and whether all those businesses can run as one company.
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Tomorrow at 8:30 AM ET, @StockSavvyShay and @StockMarketNerd go deep on $ONDS. Brad calls Ondas an acquiring machine, with a broad product suite that reaches past defense and military into enterprise and public safety.
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"This is go time. And by the way, you may get more go time at even better prices next week." -@danielnewmanUV
Episode 60: Daniel on buying the AI selloff, and @StockSavvyShay on why he blames the cost of capital for it.
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Episode 60 of The Futurum Equities Podcast goes live today at 4:30 PM ET.
@danielnewmanUV and @StockSavvyShay cover TSMC and ASML, the neocloud selloff after CoreWeave's 2032 bonds hit a record 14.5% yield, and CPI, PPI and yields.
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"Itaú is at 37, Nu is at 19.5." -@FedexSTi
Fede says no branches alone does not explain $NU's efficiency ratio. The rest is technology and scale. AI handles 60% of support chats in Brazil, at about a dollar a month per customer. With @StockSavvyShay and @StockMarketNerd.
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THE LATEST EPISODE OF THE DEEP END JUST DROPPED
I think the market is significantly underestimating $MELI Mercado Pago because its ~88M monthly users and $16B+ credit book are backed by commerce data that lets it understand customers before ever lending them money.
You can already see that advantage with customers using both businesses holding ~2x the assets while advertising growing over 60% helps fund the ecosystem.
In this episode we break down why Mercado Pago could eventually be worth more than MercadoLibre’s marketplace itself.
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You're not going to want to miss episode 10 of The Deep End on $MELI and NuBank! @StockMarketNerd @FedexSTi and @StockSavvyShay break it down below on Youtube in the comments!
$MELI's FinTech platform would be special on its own.
Rapidly growing product engagement... resilient cross-cycle underwriting... perfect blend of relatively high GDP/capita yet still high cash usage rates to displace.
But? This gets even more special when you add MELI's leading e-commerce marketplace & the abundance of repayment data that comes with it.
Means a lot sharper risk pricing. Means a lot more revenue per user. Means a much better loyalty program. Means even lower churn.
Their two segments are peanut butter & jelly & are both growing like weeds.
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“Mercado Pago will be more valuable than Mercado Libre.”
$NU IPO tombstone in the background.
Epic session.
@FuturumEquities @StockMarketNerd @FedexSTi Here’s where you can watch full episode on why $NU and $MELI could be setting up as some of the best opportunities heading into 2027:
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Tomorrow at 8:30 AM ET, @StockSavvyShay and @StockMarketNerd go deep on $MELI and Nubank with Fede Sandler (@FedexSTi), who ran IR at MercadoLibre.
$AMD is taking a page out of $GOOGL DeepMind and TPU playbook with its $8B World Labs acquisition bringing AI model development closer to chip design.
World models require enormous memory capacity and bandwidth to process video, 3D environments and spatial data which really fits AMD’s push toward higher HBM capacity.
Owning that workload gives AMD a much earlier view of what future AI chips need to deliver especially as Physical AI moves toward robotics and autonomous systems.
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$OSS is one of the smallest companies in my 'Physical AI' basket and I’ve been adding because it builds rugged AI computing systems for defense platforms where traditional data center hardware cannot operate.
As drones, military vehicles and autonomous systems process more sensor data locally that's where OSS comes in by providing the high-performance compute needed for real time AI without relying on cloud.
What I also like is once OSS hardware gets designed into a military platform then replacing it becomes much harder creating a potentially sticky revenue opportunity as defense spending shifts toward autonomy across air, land and sea.
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"There's a very realistic chance that this cycle doesn't end for a decade." -@danielnewmanUV on Ep 59 of the Futurum Equities Podcast
Futurum Intelligence's forecast agrees. DRAM demand outruns supply every year from 2026 to 2030, and the gap is widest in 2028 at 9.3%.
$MU
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Muse is Meta's AI agent. Shay has it book a hotel and restaurant reservations, and Brad uses it for $0 a month. Once the agent sits between the user and the merchant, $META has more ways to make money than showing another ad. @StockSavvyShay and @StockMarketNerd explain.
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Missed Friday's show? Episode 59 is on YouTube with chapters.
@danielnewmanUV and @StockSavvyShay on the September jobs miss, Micron's 87% gross margin, why Synopsys can't be vibe coded, and AMD's $8.2B World Labs deal.
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Missed us live? Episode 59 is worth the replay.
@danielnewmanUV and @StockSavvyShay covered the September jobs miss, Micron's 87% gross margin, Synopsys after its investor day, AMD's $8.2B World Labs deal, Nvidia's agent safety platform, and your questions on IREN and Cerebras.
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