Research & Invest
@R_and_Invest
Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
366 Following 5K Followers
$MRVL: "we now expect overall Marvell revenue in fiscal 2027 to grow approximately 45% year over year to roughly $12 billion, up from our prior outlook of approximately $11.5 billion."
Honestly $NFLX did a great scoop to get hold of this $TTWO GTA VI preview. This extended look is just mind blowing. Now people are going to crash the pre order site
See the next evolution in the groundbreaking Grand Theft Auto series. Watch Grand Theft Auto VI: An Extended Look. Now on Netflix.
JUST IN: Netflix crashed due to GTA 6
BREAKING: President Trump calls Micron, $MU, "one of the hottest companies in the world" and says the company just announced a $10 billion investment in the US.
NETFLIX $NFLX WENT DOWN BRIEFLY AS THE GTA EXTENDED LOOK WENT LIVE
$TTWO
@R_and_Invest See the next evolution in the groundbreaking Grand Theft Auto series. Grand Theft Auto VI: An Extended Look is now on Netflix.
🚨🇺🇸 Islamic scholar Ibrahim Yassine spoke about an "Islamic takeover" of the U.S., at Dearborn Heights Mosque in Michigan...
He said, "Islam and the Shiite faith are coming to America; we will build America on the basis of moral civilization and Islam."
America doesn't need to be rebuilt as a Muslim state... but the good news is if you're looking for that, there are 50+ other countries you have to choose from...
Is the West ever going to wake up???
Writers: Mhedi, Michael
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$NVDA not a single negative bone in sell-side. It is comical, after they reported results everyone was like Yawn - stock will go down. Which it could with Kevin Warsh on Friday. But it tells me these sell siders change their opinion every min. So make what you want on their words.
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will never forgive alphasense for what they did to bamsec
12 hours later and you still only have preliminary transcript for salesforce? what are we doing here?
Not sure how Anthropic or OpenAI are at $50B/Gw. Anthropic is around $70B ARR at 2 GW. Thats $35B or 2/3rd of what’s Dylan thinking
OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue.
In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates.
However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.
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If Nikesh is right then @elonmusk plan to expand $SPCX capex is a very bad plan. Of the $1.5 trillion, SpaceX primary valuation ($800B-$1.2 trillion) comes from Neo Cloud business. Starlink or launch does not have this explosive growth and would never be at $100B ARR near term.
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In two years from now you will be able to buy a neocloud for less than they raise at today. Just saying.
I see 🤡 Twitter behavior is back.
I almost feel sad for AMD & Lisa Su
Competing with Jensen is such a f*cking nightmare
AMD really is falling further and further behind… nobody wants to believe it’s true, but it is
❤️ this post to get reminded when it's time to watch Grand Theft Auto VI: An Extended Look. Coming to Netflix Thursday, August 27 at 12PM PT | 3PM ET.
In Nepal, elephants were seen saving people from the devastating Flood...
Pray for Nepal 🙏 ♥️
I dont understand people buying $LITE 42x PE vs. $MU 4x PE ex cash. Here's what $NVDA said on their earnings call. They went from $119B to $279B in commitments because of memory, so they added >$100B in commitments to Memory.
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$NVDA down $550B going into Earnings print like this one was just crazy. Shorts might have to hide tomorrow. Come back on Friday. Ok. Bye.
I am trying to understand something. I asked a friend who works for POD shop BUT has been a long term investor in PA, can hold - so pod brain with real investing skills. If $LITE peak EPS is $60 & $MU is at $220, why opticals should be 15x vs. 4x for $MU? At the end of the day, without demand from AI ALL stonks are going to see an exodus in business. I am $100B below consensus because there could be overbuild in NAND by 2028 and Dram by 2029. Wouldn’t Lite $COHR $CRDO $ALAB $AAOI not be overbuilding then? AAOI couldn’t do $500M in revs to save their life. Now we are thinking they get to $4B next year or even $500M/month! Like how the F is that not overbuilding?
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