Apple’s AI Push Drives Significant Sales Growth
Here’s how much Apple’s biggest contribution to the AI boom is helping its sales $AAPL https://t.co/Dsdfcw9BVB by @ranimolla https://t.co/0dMQDZcmIL
More CPUs than GPUs Signals AI Handling Mundane Jobs
Is it fair to say the rising ratio of CPUs to GPUs implies “AI agents carrying out more monotonous/repeatable tasks, and that should make us happy about the nature of work that’s being replaced”
Sandisk Beats 30‑Year Treasury Over 30% of 2026
Sandisk’s return has exceeded the peak 30Y Treasury yield year-to-date (5.03%) on more than 30% of trading days in 2026! Think that dynamic is one of the reasons why it’s been difficult to see anyone get jazzed up about rotating...
Cohen Faces Triple‑Share Question on Unusual GME Deal
Was CNBC just trying to get Cohen to say “yes I am aware I would have to roughly triple shares outstanding for the stock component of this transaction to make the math math?” Yes the offer is highly unusual, but in...
Burry's GameStop‑eBay Praise Misread as Oversimpl
Think this headline is a biiiiiiit of a misread or at the very least a drastic oversimplification of Burry’s thoughts on the proposed tie-up. *BURRY SAYS GAMESTOP BID FOR EBAY 'MAKES PERFECT SENSE' $GME $EBAY More here: https://t.co/LM9ZfauUTs
Berkshire Hathaway: The Ultimate Anti‑AI Stock
Berkshire Hathaway, the ultimate anti-AI stock: -easy source of funds to be OW Mag 7 AI plays -top holding is $AAPL (no AI capex) -For S&P 100, $BRK most negatively correlated w $AMD & $ORCL -v negatively correlated w momo https://t.co/GMsxX2Xqf1 https://t.co/BvCXEsP6yu
Roblox Slashes FY Sales, Bookings Below Street Forecasts
Juuuuuuuust a bit outside: Roblox full year sales and booking guidance to ~$6B and ~$7.5B Street had 2026 sales and bookings at $6.6B and $8.4B, respectively https://t.co/w8SZ5OCN6O $RBLX via @paigehtml https://t.co/9TtSy4cF51
Amazon Reaffirms No Changes to Capital Strategy
Amazon says “don’t have a new update on capital. Our plan is largely the same.” $AMZN
Subtle Fed Easing Bias Sparks Three Dissenting Votes
Mildly hilarious that an easing bias that is only able to be discerned by knowledge of the Fed’s recent past and is not apparent from the plain meaning of the words used can catalyze three dissents.
FOMC Splits Grow Near Neutral Rates and Goal Tension
Division at the FOMC should increase as a function of the proximity to neutral and perceived tension of its goals.
CEOs Admit Overly Romantic View of Job Security
CEOs say the darndest things: "We've been a little bit too romantic about the idea that we should have employees and give people long-term job security.” -Maria Sayans of Ustwo Games https://t.co/DGFdeQRxVW (h/t @MaxKnoblauch)
YouTube Premium: My Best‑Value, Favorite Subscription Ever
LRT: my YouTube premium subscription is by far the best value and my most favorite subscription that has ever existed in the universe.
Testing New Smartwatch's Durability with an All‑night Challenge
Got a new smartwatch and need to disabuse it of the notion that I'm soft. Should probably pull an all-nighter just to be safe. https://t.co/K9z7A64RXS
AI Stocks Surge 60% in Month, Boosting OpenAI Buzz
The OpenAI thing is news mainly because AI stocks just went up approximately 60% in a month
POET’s Marvell Deal Turns Sour After Contract Cancellations
POETRY IN MOTION $POET: -books Celestial AI as a customer in 2023 -jumps when Celestial is acquired by Marvell -In interview calling short sellers maggots, CFO says POET is a $MRVL supplier - $MRVL cancels contracts citing a confidentiality breach https://t.co/uaRhd229wi