I love chaos. It's my jam. I'll post later on macro / micro / markets but would just point out: This isn't 2008. It's not like the world's financial system is imploding and business are cratering left / right / center. This isn't 2020. People aren't dying and economic

Happy 155th anniversary to Golden Gate Park! There is so much this San Francisco icon has to offer, from free concerts to the Japanese Tea Garden. Its beauty never gets old.

This was the biggest week for AI Agents in 2025🧵  Below is a recap of the launches from Cognition, AgentOps, Amazon, OpenAI, Stagehand, Lovable, Langchain, Cua, and more. (save for later)

Today is the start of a new era of natively multimodal AI innovation. Today, we’re introducing the first Llama 4 models: Llama 4 Scout and Llama 4 Maverick — our most advanced models yet and the best in their class for multimodality. Llama 4 Scout • 17B-active-parameter model

We just published our outlook in AI, and a review of Nvidia's strategy to maintain its position as the dominant computing platform: techinvestments.io/p/outlook-in-a…

Market commentary ending April 5, 2025 Major indices sold off this week (down 8-10%), triggered by the tariff announcement on April 2, 2025, after market close. The sell-off intensified on Thursday and Friday. Scott Bessent stated that the current tariff plan would represent the

How is it not market manipulation? The 90-days tariff pause was on and off. Market was up and down 3% in less than an hour.

x.com/i/article/1909…

Seeing Gemini 2.5 Deep Research instantly start pulling from SemiAnalysis for my prompt instead of SEO slop is so refreshing. We're so back. $goog

"Musk owned the long-end in Q1, but now the long-end owns Trump." - M. Hartnett

Mizuho out with some mixed cloud checks following $GOOGL Cloud Next: Mizuho reported cautious cloud spending sentiment based on discussions with channel partners, noting several concerning trends. According to Mizuho, 50% of channel partners indicate "some customers have

We began accumulating shares in Hertz late last year, and as of today, we have a 19.8% stake in the company comprised of outright share ownership and total return swaps. Hertz can be thought of as an operating company combined with a highly leveraged portfolio of automobiles.

“CoreWeave sits in a sweet spot between the hyper scalers and other Neoclouds. Our checks highlighted 1) CoreWeave's advantage over Hyperscalers stems from its purpose-built AI Cloud, which leads to better efficiency and performance, lower cost, better customer support, faster

$NOW reported a solid quarter amidst macro fears. Company doing great as operational platform for large enterprise. Story is solid but not getting better (mitigated by overall business decelerating / macro worries) and numbers seem fine (though not obviously beatable by a

What did we learn from $NOW result today? 1. +10% After-Hour move means market is surprised. 2. DOGE is good for $NOW. 3. CEO’s newfound confidence to challenge $CRM head-on. How? Become a system of record, and build AI agents.

$GOOGL Stock up +5% after hours now. Revenue and Gross Profit % better. EPS beat. Full year EPS now at $9.62 vs $8.83, or +9% beat.

$GOOGL Q1 was good (rev grew 14% yy cc, GAAP profit grew 20% yy) However, they basically said Q2 is starting off soft because of macro and they will have a continued headwind from the end of the de minimis rule (impacting cheap Chinese direct-2-consumer model). On the positive

So if i read this correctly $PLTR now grows slower than an average tech stock, but has a multiple that is ~25 *times* higher than an average tech stock. I must not be part of that growth cult i guess.

#DDOG has been added to SPX.