Shay Boloor
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
340 Following 462.9K Followers
"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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Two $RKLB built spacecraft just completed powered Earth flybys at over 10 km/s firing their engines for 9.5 minutes on their way to Mars.
And while everyone’s watching Neutron, Rocket Lab keeps adding to its deep-space track record.
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$CRWV says pricing for its older $NVDA Ampere and Hopper GPUs rose 30% to 50% last quarter and now exceeds their original contract rates with new deals extending beyond chips depreciable lives.
That makes the ~300K GPUs coming off contract through 2028 particularly interesting as renewing them at today’s prices could generate ~$10B in ARR without any new GPU capex.
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$CRWV expects ~$9B in customer prepayments and deposits over the next three months with some customers now funding up to 100% of their contract value upfront.
And while the market worries about how neoclouds will finance their buildouts the customers buying compute are increasingly the ones paying for it.
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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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Jensen Huang has fallen out of the world's 10 richest people as $NVDA continues to sell off.
Forbes estimates he lost nearly $10B in net worth on Tuesday alone.
JUST IN: Jensen Huang drops out of the world's 10 richest people as Nvidia $NVDA continues to
tumble.
Forbes says he lost another $9,800,000,000.00 on Tuesday alone.
$CRWV is now staring down a nearly $1B quarterly interest bill 😳
$CRWV CRUSHED THEIR Q3 EARNINGS
• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential growth)
FY26 Guidance
• Revenue: $13.2B vs. Est. $12.5B
• CapEx $38B vs. Est. $36B
• Exit ARR: $21B
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$CRWV CRUSHED THEIR Q3 EARNINGS
• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential growth)
FY26 Guidance
• Revenue: $13.2B vs. Est. $12.5B
• CapEx $38B vs. Est. $36B
• Exit ARR: $21B
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What a turnaround for $RKLB today 😳
$NVDA is now trading at its cheapest valuation in 15 years when it was primarily a gaming GPU company.
Pretty wild that the market is assigning it same multiple today while it sits at center of the largest AI infrastructure buildout in decades.
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Nscale is reportedly weighing a 2027 IPO delay after $MSFT walked away from its Essex data center over grid delays.
It’s another reminder that AI demand means little without the power to serve it which makes existing capacity at neoclouds like $IREN so vlauable.
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Inkbox just raised ~$5M to give AI agents their own computers, emails, phone numbers and WhatsApp accounts where they can even go to sleep until someone replies 😅
We raised $5.3M to give AI agents a computer to run on, with their own email, phone, iMessage, and WhatsApp
Led by @peakxvpartners, with @rauchg, @sternhenri, @jefrankle, @cjc, and @daniel_levine
Today we’re launching hosted agents on @inkbox_ai. Your agent runs next to its communication channels, so it never misses a reply. It sleeps when idle, so you don’t pay for downtime.
In the 4 months since our YC launch, we’ve processed millions of messages for AI agents.
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$SPCX new Starlink Mini 2 features a quick-swap battery that delivers up to 4.5 hours of internet on a single charge.
Pretty wild that you can now get satellite internet in the middle of nowhere without plugging anything in.
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Anthropic just launched Claude Sheets, Whiteboards and live dashboards as its IPO roadshow begins moving further into $MSFT productivity business.
Another example how AI labs and cloud providers are increasingly becoming both partners and competitors.
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Hedra just launched Model Factory giving robotics, manufacturing and defense teams a way to train and continuously improve AI models using their own data.
Hedra also made Krea 3 image edits ~6x faster on same four $AMD MI355X GPUs in under a week.
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Introducing Hedra Model Factory: an autonomous inference and training platform for building models for the real world.
The recursive self-improvement loop behind frontier research has been locked inside a few labs. We're opening it to teams in robotics, manufacturing, biology and defense.
Our researchers come from Stanford, NVIDIA and Meta Superintelligence Labs. Now we work alongside your team to post-train and optimize your models.
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$NVDA just launched Alpamayo 2 Edge which is an open AI driving model that can reason in real time & explain its decisions.
This is Nvidia bringing its CUDA playbook to cars making software accessible so automakers have more reason to build on its chips.
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Graphon just launched Persistent Intelligence, giving AI agents memory across company documents and calls.
Interesting to see a team with robot memory experience at $GOOGL, $META and $NVDA bring that expertise to enterprise AI.
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After years working on robot memory at @NASAJPL, @GoogleDeepMind , @Meta and @nvidia, @clarkzhango and I kept asking: why does AI still forget?
Today, with @deepakmishraVC, we’re announcing @GraphonAI and our $35M Series A just 6 months after our seed.
• #1# on ATM-Bench, ATM-Bench Hard
• 94% on LoCoMo
• 84% on DolphinBench, 10x cheaper
• A new cost-accuracy frontier across 7 benchmarks
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President Trump is defending $NVDA CEO Jensen Huang after speaking with him about the espionage allegations.
“I spoke to Jensen today. He told me he had no idea that woman was a spy and I really believe him.”
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$RKLB just received a $150M conditional loan commitment from the Department of War to scale Neutron’s launch cadence through recovery vessels, expanded engine production and faster turnaround times.
Neutron hasn't even flown once and U.S. is already preparing to finance its ability to fly repeatedly which tells you how valuable a reliable $SPCX Falcon 9 alternative could become.
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Anthropic is reportedly targeting November 19 or 20 for its Nasdaq debut under $ANT, with its IPO valuation range expected to be unveiled this week.
96% chance of happening.
