AI Supply Chain Reset Signals Massive Growth Ahead
Excellent take. This is a reset before the next leg up. Every part of the AI supply chain has massive growth ahead of it. 👏🏻🚀
Intel's Bright Future Validated by Google Partnership
$INTC 🤝 $GOOGL I still remember when people thought I was crazy when I said Intel’s future is bright back when it was trading below book value. 😎
Nvidia's RISC Push Signals Real Momentum for SiFive
$NVDA leaning further into RISC is what I would call real signal. Also, @GavinSBaker leading the round reflects well. SiFive is cooking. Definitely one to keep an eye on. 🚀
AI Compute Shortage Far Worse Than Expected
I was not emphatic enough about just how short we are of compute, memory, energy, etc. The demand curve for AI has been greatly understated. And the estimates aren’t bullish enough. Watch. 👀 We do not have even close to enough to...
Meta's Moat: 3 Billion Users Outweigh Early Entry
$META didn’t need to be early. It just needs to be good. 3+ Billion users is the moat. 🔥🚀
Amazon Graviton Surges; CPU Bottleneck Drives ARM AGI Push
$AMZN Graviton is soaring. As we've said, the CPU is the next great bottleneck. $ARM is on to something its AGI CPU.
Claude Mythos Sparks AI Safety vs Innovation Debate
Claude Mythos Preview is the first “too dangerous to ship” moment in AI and this does raise questions about whether AI needs more regulation. I believe it does. But… the balance between providing safety and stalling innovation will make for...
AI Boosts $NOW Amid Wild Drawdown and Mispricing
$NOW drawdown is wild. AI will accelerate its business meaningfully. The SaaS repricing is real, but this one is now wildly mispriced and underestimated.
Markets Stay Calm Amid Iran Uncertainty, Expect Resolution
The market has been surprisingly calm given the growing uncertainty in Iran. It is signaling that it expects a resolution. We are one President Trump tweet away from a face ripping rally. 💪🏻⏳🚀 https://t.co/PC697j3Xeb
Tune In: Next Hour on Fox Business Big Money Show
Next hour in the chair at Fox Business Big Money Show. Join us. 👏🏻🔥 https://t.co/aaU5LFIeOU
Intel Foundry Poised for Packaging Wins, Wafer Demand Drives Momentum
$INTC Foundry is well set up for packaging wins. The market is more eager to hear about wafer wins. But… it all adds up. 👏🏻
Cisco Poised for AI-Driven Revival to New ATH
$CSCO was incredibly well setup for the AI era. We called it in our @FuturumEquities AI 15 a year+ ago that AI + Cyber would bring Cisco back to life. Back to ATH 💪🏻🚀
SoFi Remains Strong Amid Geopolitical Turmoil, Bullish Long-Term
$SOFI platform continues to get stronger despite IRAN conflict puking all over equities. Short term is extremely volatile for the entire market but hard not to be long term bullish on this company. 💪🏻
R&D Becomes Enterprise AI’s Fastest Growing Use Case
The impact of Claude Code and better models/agents has put R&D as the fastest growing use case for enterprise AI. Now if you can dream it, you can build it. 💪🏻🚀
Memory Shortage Will Persist for Years, Says Cantor
$MU Cantor gets it. We don’t have enough and won’t have enough memory for many years. https://t.co/RVEiSu5wgd
Lean Results: Minimal Cardio, Max Diet, Sleep, Intensity
People always ask me about cardio and how much I do to stay lean. I do almost none. I walk 10k steps everyday. I do sprints (60 meter x 5 reps) 2 times a week. That is it. If you...
TurboQuant Hype over MU, HBM Demand Is Laughable
The use that TurboQuant will crush $MU and HBM demand is almost (but not quite) as dumb as the idea that DeepSeek would kill $NVDA demand. Laughable. 😬😮💨
Hopper GPUs Surge: 4‑Year‑Old Chips Hit 18‑Month High
$NVDA Hopper GPUs, which were announced 4 years ago are seeing highest spot price in 18 months. The whole AI chips are worthless after a year argument is beyond ridiculous. 😬😮💨
Apple’s AI Router Turns Siri Into Revenue Engine
$AAPL just turned Siri into an AI router. That’s the endgame: Apple owns the interface, everyone else pays the toll. iOS 27 = services margin expansion 🚀 This is the bull case for Apple.
Microsoft Highlights AI Datacenter Demand's Fungibility, Market Mismatch
$MSFT showing just how fungible AI Datacenter demand is... the market and "the market" are wildly disconnected.
NVDA 15x, MU 4x: Historic AI Investment Opportunities
$NVDA at ~15x and $MU at ~4x Forward EPS. Unless AI is being canceled (it is not) these sure will be seen as historic opportunities at some point 👏🏻
Micron Shielded From Memory
$MU also doesn’t face typical memory cycle risk. AI demand isn’t going to collapse and supply can’t grow quickly enough. 👏🏻
ARM Plans Future AI Accelerators, Not Immediate Release
Like I’ve said… $ARM will build AI Accelerators in the future. Not today. But mark this post. See you soon. 😎 https://t.co/RbNaN4ieAp
Arm Shifts to Chip Sales, Expanding TAM Dramatically
$ARM AGI CPU. Arm is officially in the selling ‘chips’ for revenue business. Expanding TAM meaningfully, but changing its business model materially. 👀 https://t.co/cxnZFac83U
AI Adoption Outpaces Perception, Yet Infrastructure Lags Behind
This chart does a good job of explaining the pace of AI and Agent adoption. However fast you think it is, it is actually quite a bit faster. 💪🏻🚀 We don’t have enough compute, memory, network, storage, energy… and so on and...
China Unlikely to Match Nvidia AI Chips Soon
I still do not believe China can build an AI chip to rival $NVDA. I don't see a path in the next 5 years either. These headlines are exhausting. 😬😮💨
AI Adoption Is Still In Its Very Early Stages
The perception of AI adoption versus reality. When I say it’s very early. I mean it. It is still very very early for AI. 💪🏻🙏🏻🚀
Micron Shatters Forecasts, Heralds AI Regime Shift
$MU just obliterated it. $23.86B revenue vs ~$19B expected. $12.20 EPS vs $8.69 consensus. 75% gross margins. And they guided Q3 to $33.5B with 81% margins. I said AI breaks the memory cycle. I pounded the table under $100. They said...
NBIS’s Early Token Factory Bet Set to Pay Off
$NBIS has so many tailwinds. Its token factory bet was early, but will pay off handsomely. The fundraising is just part of the journey.👏🏻
RPO Reveals Winners and Losers in SaaS Apocalypse
The real signs of SaaSpocalypse will show up in RPO. Which is the key metric to watch as the winners and losers of software diverge. https://t.co/cARNgY6haE
SaaS Must Evolve Into Agent Platform Companies
FWIW I said SaaS companies would need to become Agent Platform Companies about a year ago. Thanks Jensen. https://t.co/YKCnBtkRB8
Nvidia Nails Heterogeneous Computing Showcase at GTC
$NVDA was going to make its best case yet for heterogenous computing at GTC. Mission accomplished today. What I told @cvpayne today as the keynote kicked off. 👏🏻💪🏻🚀 https://t.co/Jxor9SWxXD
Rubin+Groq Shows Custom Accelerators Becoming Unnecessary
The Rubin + Groq narrative is the best case $NVDA has made to date about less real need for custom accelerators. I don't think it changes the calculus for certain hyperscalers, but as it comes to silvering for training and...
Nvidia's CPU Renaissance: Multi‑Billion Dollar Standalone Business
Jensen just said 'CPU will be a standalone multi-billion business for $NVDA' Agents on agents on agents. The CPU renaissance is among us.
NVidia Vera Rubin Delivers 50 PFLOPs, Massive Bandwidth
$NVDA Vera Rubin NVL72 by the numbers: • 50 petaflops NVFP4 compute • 260 TB/s NVLink bandwidth (more than the entire internet) • 88 custom Olympus CPU cores • 3.6 TB/s per-GPU bandwidth • 10x inference token cost reduction • H2 2026 availability https://t.co/AxiE8GBpvR
Future Rewards the Unconventional Neurodivergent Mindset
$PLTR says the future belongs to the neurodivergent. It certainly belongs to those that are unwilling to conform. 💪🏻🚀
HIMS Poised to Be Top 2026 Market Opportunity
$HIMS at $15 in 2026 will prove to be one of the best opportunities in the market this year. 💪🏻🚀
Power‑packed Pre‑workout Meal: Eggs, Protein Cake, Butter, Maple Syrup
Eggs, Protein Cakes, butter, and real maple syrup. My absolute favorite preworkout meal. ❤️💪🏻👏🏻 https://t.co/aRCGs1TegJ
Rubin Era Will Accelerate AI Innovation Exponentially
$NVDA Blackwell era ushered in Opus 4.6, Perplexity Computer, ChatGPT 5.4. Imagine what the Rubin era brings us? The pace of innovation and disruption will continue to accelerate at an exponential rate. 👏🏻🚀 https://t.co/C3mN3kDDOH
NVDA Eliminates Middleman, Empowering DIY AI Agents
$NVDA cutting out the cost of the middle man. Build your own agentic powerhouse. 👏🏻
AWS Teams with Cerebras to Boost Inference Economics
$AWS partnering with Cerebras to scale inference. I expect to see more similar partnerships as Cerebras inference economics look very good. 💪🏻
Strengthening My Back Takes Time, Friday Motivation
Back has always been a weak spot for me. But putting in the work to build it is fun. Give it time… Pumped for Friday. Let’s go! 💪🏻🚀 https://t.co/UKx1xWUOyt
Push AI Agents Harder when Output Feels Low‑rent
I may have just told Perplexity Computer to go back and do better because what it built was "low rent." Sometimes you have to whip these agents around.
Adobe's Earnings Ignore AI's Disruptive Impact
$ADBE numbers and guide doesn’t seem to care at all how disruptive AI is. 🙃
Apple Lands AI Infrastructure Win with OpenClaw
$AAPL wins bigly here. Between this and OpenClaw it just found its AI infra play. 🙃
NVDA Leads Futurum AI Accelerator Signal
$NVDA comes out on top in our new Futurum Signal for AI Accelerators. No surprise here. But here we are. 👏🏻 https://t.co/h31AB0YjWp
Meta’s AI Chip Program Isn’t Dead, Rumors Debunked
Remembering back to last week when people said $META was canceling its AI chip program. Glad some of us kept it real. 😬🙃
Oracle Delivers Solid Quarter Despite Ongoing Doubts
$ORCL did the business this quarter. Won’t eliminate the haters nor guarantee its debt but its doing what it needs to do.
NVDA GTC to Reveal Groq Deal Impact
$NVDA GTC is coming. Expecting to see the fruits of the Groq deal and Jensen’s answer to scaling inference versus custom accelerators. 👀👏🏻 https://t.co/k6IBXl8lfN
HPE's Juniper Deal Fuels Networking‑Driven Growth
$HPE buying Juniper looking smarter and smarter. Networking carrying the quarter and will continue to anchor HPE growth. Backlog looking good as well. 👏🏻
