Another great chart for next AS Ben Carlson Michael Batnick

As always, I enjoyed talking markets w/ Michael Batnick and Downtown Josh Brown We spoke yesterday morning (when it looked like $NVDA). Topics discussed: -The sustainability of AI leadership, -K-economy and policy implications, -Breadth, -Valuations, and -Our new AI agent (Caliban)

I remember when the iPhone sold 270k units in the first weekend, missing the 350k whisper, and a buy-side investor called to notify me that it was “dead on arrival.” We’re still early in AI.

Great to join Brian Sullivan live in studio on CNBCOvertime - made it home in 1:45🤦‍♂️ Major averages end week with losses despite Friday market bounce cnb.cx/48stxfc

Google TPUs vs NVDA GPUs - the big battle. GCloud customers help to amortize TPU silicon and Agentic search for ads but face issues in getting access since Google owns the infrastructure. NVDA owns the on ramp with RTX on laptops and full migration to H100s for models in anyone’s

There are 2 phases to AI: we’re in phase one “the brains” everyone is trying to get to the positronic brain of Asimov fame. The second is much larger, the physical phase where devices and yes robots are autonomous. That means, networks, edge, cooperative learning and even more

The Flying Car Moment is Now Months Away🎙️ Downtown Josh Brown Josh Brown sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for $JOBY and dives deep into why he thinks

Google has a manufacturing problem in this battle of TPU vs GPU. TSMC makes for everyone and NVDA is customer one & Apple is customer two. Believe it or not Google doesn’t have the clout to get more capacity - they’re going to be stuck for a while on limited fab capacity.

Reporter left speechless after witnessing Japan's new $70 million Maglev train in action at 310 mph

TPUs v GPUs reminds me of the 90s RISC v CISC battles between Sun et al and Intel. In the end scale of production and developer/tools infrastructure gave Intel the victory. I also think METAs move is a head fake in getting a better allocation & deal with NVDA. Remember these

My son gave me an early gift $IREN CC: Eric Jackson Mike Alfred

Talking shop with Josh and Michael always so much fun

"This is now a different phase of the AI bull market, where investors are more discerning and drawing distinctions between the rising and falling of the different ecosystems." 🏇🏇 - Downtown Josh Brown downtownjoshbrown.com/p/we-got-ourse…

Vlad Tenev on TCAF this week. What we are doing at The Compound is 🤯 Give this a listen. I promise it's worth it. 👇 youtube.com/watch?v=Db2Cpu…

Legitimately may be the last chance you have to see these in the cinema. Don’t miss out.

The Nasdaq 100: Booms & Busts "Tech stock returns seem to defy logic, but these types of stocks have a history of gigantic moves — both up and down." buff.ly/I73rGY4 by Ben Carlson

We’re gonna do data centers in space and you’re bearish?

If you grew up in the 80s and90s, chances are you played a lot of MicroProse games. MicroProse, founded in 1982 by Sid Meier, Bill Stealey, and Andy Hollis, revolutionized PC gaming with immersive simulations and strategy masterpieces. From humble beginnings with Hellcat Ace, it

This was fun as hell. Tracy Alloway and I went on The Compound and talked about all the stuff with Downtown Josh Brown and Michael Batnick. Could've gone 3 or 4 hours more. youtube.com/watch?v=UhpU91…

Twitter undefeated Joe Weisenthal