Intel Turns Capacity Into AI Accelerators, Not All Nvidia Competition
$INTC will use some of its capacity to build AI accelerators to meet insatiable demand. There, I rewrote it. Not everything is $NVDA compete. đŹđŽâđ¨
SoFi Must Showcase Real AI-Driven Finance Disruption
$SOFI should start talking about how AI will enable it to revolutionize finance and disintermediate legacy finance and banking. No AI washing. A real, measurable application of the technology. That will get the attention of the market. đ Great interview, but...
Gemini Evolves Into OS, Launches Distribution Battle
$GOOGL I/O 2026 in one sentence: Gemini is now an operating system, not an app. Search, Android, Chrome, Workspace, eyewear. One agent, every surface. The model wars are over. The distribution wars just started.
Nvidia's Future Lies in AI Services, Not Chips
$NVDA is no longer a chip company. It's selling dependency. What I'm watching tomorrow after the bell: â Q2 guide vs $86B. That's the number that moves the tape, not the Q1 print â Margin holds at 75% as Rubin ramps â...
AI-Driven GDP Surge Will Skew CapexâGDP Ratios
One thing I didn't say on CNBC today that I should have is that when we talk about Capex as a percentage of GDP, we need to be thoughtful about the changes in the denominator. Sure, we are spending up...
HIMS: Longâterm Peptide Play Despite Weak Earnings
$HIMS is a 5 year play for me. Peptides in the public market. Iâll come back in a few years. These earnings were not awesome. đ
Some AI Stocks Overvalued, but Cycle Not a Bubble
There are always overvalued companies in any market. AI is no different. But select overvalued names does not make the entire cycle a bubble. Itâs very early. đŞđťđ https://t.co/xQFKcZZ69Q
Early AI Boom Ahead; Stocks Still Underpriced
Modest moves this quarter for $INTC $SNDK $MU and $AMD. Wait until people realize we arenât even in the first inning of the AI revolution. đ https://t.co/CkrxI1lQUu
Intel's Apple Chip Deal Was Inevitable After U.S. Investment
$INTC making chips for $AAPL was inevitable from the day the U.S. became an investor. And here we are. đ
AI Supply Chain Bottlenecked, Regulation Likely Biggest Constraint
$AMD and $ARM further validated this week that the entire AI supply chain is constrained. Compute, memory, storage, networking, energy, and talent. All the while regulatory may be the biggest bottleneck of all. https://t.co/mezQjhNsfi
ARM's AGI CPU Demand Doubles to $2B Quickly
$ARM delivers across the board. Noting it saw early demand for its new AGI CPU double from $1 to $2 Billion within weeks of its announcement.
SOFI's Strong Business Undervalued Amid Market MeltâUp
$SOFI has a great business, and I remain convicted that the company's long-term valuation will eventually be appreciated by the market. However, the opportunity cost of owning SOFI right now is becoming massive as it has completely been absent from...
ARM Results Boost Growth and TAM for Agentic CPUs
$ARM results should continue to fuel the fire. Especially the expected order growth and TAM expansion for agentic CPUs. đŞ
AMD's CPU Growth Outpaces GPU Surprise
$AMD CPU business may be even cooler than the GPU business. Who would have believed that a year ago? đ
AMD Secures Deal; Lisa Bullish on Datacenter AI
$AMD did the business. Now letâs see how bullish Lisa is about Datacenter AI on the call. đđťđ