Intel's Logic Deals Rise to Meet Capacity Demand
$INTC logic deals are coming. It’s not an indictment on $TSM, it’s purely capacity driven. Intel will get its chance to shine here as it will offer critical wafers to meet rising demand. 👏🏻
NOW Investor Day Signals $30B Sub Revenue Goal
$NOW investor day should have calmed some investor nerves. Time will tell but $30 Billion in sub revenue and rule of 60+ in 2030 is 💪🏻
LSCC Rides Semiconductor Boom with Stellar Earnings
$LSCC enters the all things semiconductor are on fire party. Excellent print. Firing on all cylinders. 👏🏻 https://t.co/xRaO8vryfq
Cerebras Complements Nvidia, Boosting Compute Capacity
$CBRS is not an ‘instead of $NVDA story’ it is an in addition to story. With strong inference economics, Cerebras is poised to do well and will provide much needed additional capacity Remember, we still need all the compute we...
Anthropic's Valuation Jumps $30B to $44B, Compute Needed
Anthropic is cooking. $30 to $44 Billion in one month. Not bad M/M growth. But they need more compute. 😏 https://t.co/VILXgemvLE
Under 2% Paying for Frontier AI—Market Still Nascent
Less than 2% of people are paying for frontier AI models. WE ARE STILL SO EARLY. 👀 https://t.co/SOpzNeQsRu
Google Poised to Become World’s Most Valuable Company
$GOOGL on its way to being the most valuable company in the world, set the pace for big tech earnings and has fueled this rally. 🚀 https://t.co/gQpoSgVPTa
Apple's Guidance Strong; Memory Costs Barely Hit Margins
$AAPL guide is as ripe as they come. 🤤 I guess that memory impact to margin wasn’t so bad. 😎
AI Boosts Cybersecurity Demand, Not Replacement
$CRWD + Claude deal reiterates what the street has gotten wildly wrong. AI doesn’t replace Cybersecurity platforms. It accelerates demand and cyber risk. 🚀
QCOM’s Datacenter Bet Wins on Market Size Alone
The early call that $QCOM datacenter would work. Market size alone guaranteed it. Doesn’t have to be better than $NVDA. Needs a useful agentic / inference part and it will sell. 🚀
AI Cloud Surge Validates Bull Thesis Across Tech Giants
The bull thesis just got validated. In a single afternoon. ...
QCOM's Custom XPU/CPU Business Finally Gains Market Recognition
$QCOM has a custom XPU/CPU business. And the market is finally catching up to this. Some of us tried to warn you. 🙃
QCOM Beats Modest Forecast; Data‑Center Chips Drive Future
$QCOM expectations were modest this week quarter and it delivered. I stand by my assessment that what will move the needle for the company will be its data center entry with a portfolio of XPU, CPU, Custom, and Networking chips. The...
All Four Tech Giants Beat Earnings Expectations
I don’t give a darn what the stocks do immediately following but here is the heading $MSFT Beat $META Beat $AMZN Beat $GOOGL Beat Yep. All beats.
Google's AI Stack Offers Massive Upside Potential
$GOOGL has plenty of upside from here. The most complete AI stack in the business. 👏🏻🚀
Memory Titans Rank Among World's Top Six Profits by 2027
Who had memory companies being 2 of the 6 most profitable in the world by 2027 on their bingo card? 🙃
Amazon Leverages Scale Moat to Expand AI Amid Rising Competition
$AMZN continues to expand its AI offering. It always had the customer and scale moat. Hyperscaler competition continues to heat up. 💪🏻
Big Tech AI Earnings Set to Surprise Tomorrow
Tomorrow $GOOGL $MSFT $AMZN and $META will flex their muscles and show higher than expected AI growth. The demand is very real and the receipts are printing. 👀🚀 https://t.co/F1QxBPuaqp
OpenAI IPO Will Expose Today’s Story as Nonsense
The great thing about OpenAI going public is the financials will become public. When that happens it will be clear how nonsensical today’s story truly was. 😬
AI Demand Surpasses Supply; WSJ Spreads Fear
Demand outstrips supply everywhere in AI. That WSJ piece was a giant FUD burger. 🍔
OpenAI Denies Sarah Friar's Claim of Missed Compute Targets
‘Nonsense’ is the word I use to describe the story about Sarah Friar suggesting OpenAI is missing targets and at risk of not being able to meet its compute commitments. 😮💨 https://t.co/9ND781zlTq
ARM's AI Era: Agentic CPU and Accelerator Ahead
$ARM was made for the AI era. Agentic CPU + an AI Accelerator coming (IMO). 🚀
GPU Lifespans: The Year‑Long Myth Is Dead
Remembering back to late 2025 when the bears argued the useful life of a GPU was only a year. RIP. Pouring one out for all of you. 🙃
QCOM Poised for Lift with New DC CPU Launch
$QCOM should get a boost from launching a DC CPU. A much needed one. 💪🏻
Meta Bets on Heterogeneous Compute Across GPUs, XPUs, CPUs
$META understands that having the most heterogenous compute is key to its long term ambitions. From GPUs to XPUs to CPUs it continues to invest big. 💪🏻
Comprehensive Opus 4.7 vs GPT 5.5 Comparison Revealed
Finally found a good Opus 4.7 to GPT 5.5 comparison where it shows the full picture rather than cherry picked for one side. https://t.co/xhUrRe5S48
Intel's Turnaround Has Just Begun
$INTC is one of the great turnaround stories of our time. And it’s still VERY EARLY.
Intel's Surge Lifts Market, Early Predictors Celebrate
$INTC is now pushing the entire market higher. Glad to have been among the few that saw this coming. 👀
AI Needs More Power: Nvidia Backs OKLO
$NVDA 🤝 $OKLO We don’t have enough power. Not even close. Investing here is paramount to our AI ambitions. 💪🏻🔋 https://t.co/5KML2W7ObN
Intel's Forward PE Skyrockets Compared to Nvidia, AMD
$NVDA at ~20x forward PE $AMD at ~40x forward PE $INTC at ~100x forward PE Makes perfect sense. 😅
Testing the New GPT-5.5 over the Next Three Days
Well, there goes my next 3 days… GPT-5.5 is here. Time to put it to the test.
From AI Skepticism to Overwhelming FUD, Common Sense Needed
Remember when no one was going to use AI? Burn this into your brain. The level of stupid FUD nonsense that proliferates across media knows no limits. Common sense comes at a premium 😤😎 https://t.co/r0HhxNruct
More AI Usage Beats Perfect AI Strategy
It doesn’t matter what you do with AI, just do more of it. 😅 https://t.co/eZc4HEI1d8
Adobe AI Consumption Jumps 45% Quarter‑over‑Quarter
$ADBE shares its AI growth metrics. The 45% increase in generative AI consumption Q/Q signals enterprises are using more Adobe AI, not less, despite the Claude kills everything narrative. 👀 https://t.co/BDWlQPDn8z
AI Capex Slowing Post‑2024 Signals New Cycle
So about those AI capex numbers coming down after this year… 🙃 This cycle is different. 🚀 https://t.co/Crd5J8unal
New Google TPUs Arrive, Compute Shortage Trumps GPU Debate
$GOOGL will launch its next generation TPUs this week. The narrative in the press will be Google vs. $NVDA. I strongly suggest not spinning wheels on the TPU versus GPU debate. Right now all capacity is good capacity because we don't...
Amazon's Customer Moat Fuels Late‑Blooming AI Advantage
$AMZN had the customer moat. Its AI story was delayed compared to its peers, but its massive customer base was an advantage that is now coming to fruition.
AI's Job Disruption Is Real, Not Just Hype
I do believe AI will disrupt jobs as we know them. Change right now is exponential. 💪🏻 But… the pervasive Armageddon narrative is entirely self serving for Dario and Anthropic. 😮💨 https://t.co/MNYYpT1vkE
NVDA Overvalued, META Crowned 2026 Top Pick
$NVDA was obviously mispriced. $META was a Futurum Equities 2026 best idea for a reason. 🚀
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