Given the timeline of nuclear energy, and assuming the public even accepts more nuclear (policy-wise, boomers/gen x still shitting from chernobyl), solar and energy storage has to fill that gap over the next decade. Generative AI’s environmental costs are soaring — and mostly

So is this a set up for $AMD to absolutely rip once they report gargantuan QoQ GM expansion after they get their license to sell to China? lol The AH drop seems more knee-jerk than anything. The beat on guidance is a big deal since it excludes an assumption of sales to China

All things considered, I think the $AMD report was pretty solid and the export licenses finally being awarded will be a mega bullish catalyst. Revenue guidance midpoint (excluding all China sales) was a beat, +4.5% above estimates. But the options chain is too loaded with calls

$UBER announced an additional $20bil buyback authorization, ~10% of the market cap - 1H25 FCF $4.7bil, +53% YoY - $6.4bil in CCE +17% YoY The rest of the report was great, but the buyback is a huge standout.

Policymakers need to stop fixating on $INTC. There is a reason they were a dominant force *until* the mid-2010s, and the deeply rooted operational and cultural issues are not a hurdle that can be overcome with more capital. The foundry has been THE bottleneck and point of

The recent move in WDC, storage, and memory is incredible. Still, I'm dumbfounded as to why it took 2 years after the 2023 cyclical inflection point for the broad market to start pricing in secular demand and the need for both in the exponentially growing datacenter buildout.

GARP investing is so back, baby

It's remarkable to continuously hear that AI capex is in a bubble. Where are the semis trading at nosebleed PEGs with aggressive assumptions? Are they in the room with us now?

There are many who simply do not understand the opportunity set and what’s at stake with AI and robotics. Lots of overlap with those who joined the perpetual “bubble” chorus since 2009. Those investors- many famous and with large successful funds- simply do not understand the

This is actually insane

Cons Disc is about to rip into EOY as many catalysts finally hit: 1) Supreme Court ruling on emergency tariffs 2) US-China de-escalation 3) Tariffs getting quietly eased (see WSJ) 4) Govt shutdown ending 5) FOMC in a more aggressive easing cycle than mkt expect(ed). The market

Not a legal expert, but as attention turns back to the upcoming Supreme Court decision on tariffs, I would remind everyone that (1) majority rules and (2) two conservative judges, Gorsuch and Barrett, are constitutionalists.

I see I was bullish about this NVDA setup everywhere but X. Whoops. I expected NVDA would fly to 230-240 by Dec, but that could now occur before earnings. The revenue visibility is HUGE. We basically just got guidance ahead of ER. PTs will get hiked. Not to mention it’s likely

ft.com/content/c2293c…

This is a big deal for memory stocks Exclusive: Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say - reuters.com/world/china/sa…

The Nasdaq 100 $QQQ is now down more than 4% from morning highs. It was up more than 2% and is now approaching a 2% drop. We have coverage in our premium research, but these types of swings are normally seen during volatile periods near lows.

I've closely followed $NVDA this year, trading in and out... How many more sellers do you think there are after 4mo of tight consolidation, significantly more visibility on an even more bullish fundamental backdrop, a market multiple despite 5x the growth, and a week of