AMD's Massive Growth Won’t Require Nvidia Share
$AMD doesn’t have to take share from $NVDA to achieve massive DC growth. This was always going to happen. 👏🏻
Every AI Chip, Not Just NVDA or AVGO, Will Sell
It’s not $NVDA or $AVGO. It is every AI chip that can be built will be sold. 💪🏻🚀 https://t.co/K0jvKcT7SF
HIMS: Peptide Play, I Boosted Position 500%
Like I’ve been saying. $HIMS is the public market play for peptides. During the recent draw down I expanded my position by 500%. 👀🚀 https://t.co/bOi9FC1a6n
Meta's AI Infrastructure Boom Outshines AVGO Win
$AVGO wins big in this $META deal but the infrastructure buildout is the real winner. Meta is building with $AMD $ARM $NVDA $GOOGL and more. This cycle is bigger, it’s different and it’s not zero sum. https://t.co/ltr6dY9Ftp
Meta Poised as 2026’s Top Growth Stock
$META was a @FuturumEquities best idea for 2026. I still believe this will print. 🚀
Meta Doubles Down on AI Chips with Broadcom Partnership
Remembering all the way back to last month when people said $META is giving up on building its own AI chips. Today Meta and $AVGO announce an extended partnership to build MTIA (Meta’s AI chips) It’s almost always AND with these...
Datacenters Are Fully Fungible—Overlooked Key Fact
The most important point of this that no one is mentioning is that these datacenters are completely fungible.
Quantum Leaders Discuss Today’s Impact and Future
Good to be here at the NYSE for World Quantum Day presented by $IONQ. Listening to customers and business leaders discuss quantum today and into the future. https://t.co/jCZriHhQPB
Datacenter Power Scarcity Fuels Long Positions in CIFR, WULF
Energy and capacity are both still highly constrained. I continue to be long $CIFR and $WULF as I accessible datacenter power will to be in short supply. 💪🏻🚀
AI Alliances Are Shifting: OpenAI and Microsoft Diverge
OpenAI moving beyond $MSFT was inevitable as is Microsoft moving beyond OpenAI There is no ‘monogamy’ between Frontier Labs and Infrastructure providers. 👀 https://t.co/tvsXBxs8kB
Walking Meetings Generate High‑velocity Decision‑making
I do about half of my meetings while walking. A lot of alpha in making decisions at 3mph. 💪🏻🚀 https://t.co/adLM5kA3qC
NVDA Isn’t Buying a PC Maker, Rumor Debunked
$NVDA is not buying a PC company. My read is this rumor is ‘The Information’ level nonsense. Mark it. 👊🏻
Oracle Oversold: Potential Breakout Amid Excessive Selling
$ORCL was oversold and underestimated. This may or may not be a real breakout, but the selling was way overdone proportionally to its upside. 👏🏻
Microsoft’s Enterprise Distribution Fuels Stickier Cross‑App Copilot
$MSFT moat is enterprise distribution. This is a potential example of how it gets stickier.
Anthropic Overtakes OpenAI, Numbers Confirm Shift
Anthropic has passed OpenAI. It happened a few months ago. Showing up in the numbers now. Mark it.
