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Training is getting bigger and bigger, inference has just started, AI agents haven't even started and guess where we are with capacity...The $NVDA, $AMD, $TSM, and data center energy super cycle is still early and the bottenecks have already started: $GOOGL – »While we have been

Azure & $MSFT Cloud contracted backlog is now $368B.

$AMZN earnings: AWS revenue increased 17.5% YoY to $30.9 billion.

$AAPL joining the “AI race”: "Tim Cook said that Apple would “significantly grow” its AI investments, adding that the company is “open to M&A that accelerates our roadmap The biggest winner here probably $NVDA and Jensen.

Zooming out of the daily stuff, $MSFT, $AMZN and $GOOGL stand to benefit greatly from this AI buildout, as all the data points to enterprises accelerating the move from on-prem to cloud, because of AI, since they can't get enough compute, energy & most don't have data centers

Be very selective about what you read... 1. $META talked about "fungibility" for over a year now. It has to do with balancing compute between core services and LLM developement. It has ZERO to do with GPU providers. 2. $NVDA's Blackwell is not monolithic design but chiplet same

$GOOGL seems ready to steal the thunder from OpenAI with GPT-5. The culture and execution shift at $GOOGL really changed significantly for the better since the end of last year.

" Jensen at $NVDA is the CEO, CTO, CSO, CPO, all the titles. $NVDA is a machinery. If there is a bug, Jensen will come sit in the lab and he will say: "Okay, i'll bring coffee". A former $NVDA employee sharing some insights on Jensen (found on AlphaSense)

Today, $AMD reports. I am expecting strong results, especially in guidance, as we are still in the early stages of AI infrastructure buildout and $NVDA is experiencing a surge in orders. The hyperscalers also want a 2nd source to $NVDA. Until their ASICs offering becomes more

The OpenAI open-source small models might be what is needed to kickstart the long-awaited PC upgrade cycle. Also good for memory providers like $MU, as memory will be the key performance metric everybody will look for.

$AMD earnings are out, strong results: Revenue $7.7B vs $7.42B estimates EPS: $0.54 vs $0.40 estimates

$SNAP reported 16M Snapchat+ subscribers up 42% YoY, with Other Revenue now up 64% YoY to 171M. Snap makes almost $700M from Snapchat+ alone (+ $5B in ads), the company now after the -15% drop in AH trades at $13.3B. $SNAP has a lot of value the solution is simple for

I added to $AMD on this drop as the quarter was much better than the headline numbers suggest. Here is what you need to know about the quarter. Investors obsessed over a 12% sequential drop in Data Center revenue and a 14% YoY growth for the segment. This segment also includes

$ALAB: …It also helps $AMD as they have the scale-up network problem that UALink can solve. Because $AVGO dropped out of the consortium, the key company in providing the switches in the future is now $ALAB.