$MRVL Marvell CEO Matt Murphy: “There's still not enough logic wafers to go around.”

As much as I hate AAOI, CPO being delayed actually helps them.

$LITE CEO casually dropping during today's fireside chat that the company is on pace to meet / exceed the top-end of its guidance range for the quarter.

$NVDA CEO Jensen Huang said this about Friday's selloff: "Everybody should be very excited. They can now buy stock at a cheaper price."

🚨BREAKING: Stephen A. Smith is now 9% body fat after being 29% during COVID. Per, Stephen A. Smith

Former OpenAI employee on why $MSFT is the clear leader in enterprise AI and why that lead is hard to close ( $AMZN, $NVDA ): - The expert sees AI adoption typically starting in the cloud with frontier models from companies OpenAI or Anthropic, but notes that organizations quickly become more cost-conscious and shift toward open-source models like Llama, Granite, and increasingly Chinese models, which can run both in the cloud and on-prem at a lower cost per token. - For on-prem deployments where latency and privacy are the primary concerns, the expert favors open-weight models, which can run both on-prem and in the cloud at low cost. Running them through a hyperscaler is often cheaper than renting a GPU independently, since providers like $GOOGL, $AMZN, and $MSFT already offer these models on their own instances without the setup and management overhead of a self-hosted deployment. - The expert says that some recently released Chinese models are performing on par with, or even beating, the leading frontier models from OpenAI and Anthropic, similar to the surprise DeepSeek caused when it first launched by matching frontier model performance at a fraction of the cost. - The expert highlights the pace of price compression in AI as unlike any other industry, with the cost of a million tokens dropping from $70 three years ago to under $0.77 today for commercial models and as low as $0.22 for open-source models, while demand has simultaneously exploded. The expert points to power as the binding constraint, with gas turbine wait lists stretching four years and data center buildout in the U.S. effectively stalled for anyone who cannot secure power today. - Still, the expert does not see saturation arriving for another two to three years at minimum, and expects AI to spread far beyond data centers into consumer devices, with small language models running locally on CPUs becoming an increasingly practical option for organizations that do not want to invest heavily in GPU infrastructure. - The expert sees $MSFT as the clear leader in enterprise AI adoption, largely because Copilot is already embedded in $MSFT suite, meaning most organizations have effectively pre-approved the $MSFT stack by default before any formal evaluation even takes place. That built-in distribution advantage is something $GOOGL and others simply cannot replicate within the $MSFT ecosystem

$MSFT | TD Cowen reiterates 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭, maintains 𝐏𝐓 𝐚𝐭 $𝟓🟒𝟎 Analyst sees the Build '26 conference as a leap forward, reinforcing MSFT's strong position in AI with its new in-house models and expanded AI stack.

$BRUN lock-up agreement. *VERY IMPORTANT* Here are the key terms: BRUN Lock-Up Period ends on the earliest of: > The date BRUN closes at or above $12.00/share for any 20 trading days within a 30-trading-day period after closing. > November 8, 2026, six months after the May 8, 2026 closing date > The date Pubco completes a liquidation, merger, or similar transaction The lock-up has NOT expired yet, but it’s very close. The price-based early release requires BRUN to close at or above $12.00 for 20 trading days within any 30-trading day period after the May 8 closing. Here’s the count: BRUN has traded for 17 trading days since the May 11 listing (May 25 was Memorial Day). Every single day has closed well above $12: Day 1 — May 11: $20.97 Day 2 — May 12: $18.42 Day 3 — May 13: $21.00 Day 4 — May 14: $26.04 Day 5 — May 15: $29.60 Day 6 — May 18: $25.77 Day 7 — May 19: $24.90 Day 8 — May 20: $24.49 Day 9 — May 21: $25.52 Day 10 — May 22: $24.02 Day 11 — May 26: $28.43 Day 12 — May 27: $29.38 Day 13 — May 28: $32.91 Day 14 — May 29: $34.05 Day 15 — Jun 1: $39.20 Day 16 — Jun 2: $36.74 Day 17 — Jun 3: $41.48 (today) 3 more qualifying closes needed. Assuming BRUN stays above $12 (it’s at $41 right now), the earliest the lock-up expires via the price condition is Monday, June 8, 2026, this coming Monday. Once that triggers, locked-up insiders holding ~54M shares (including CEO Andrew Karos’s 29.5M Class B shares) would be free to sell.

BREAKING: ETH falls below $1,800 for the first time since February 6th.

First hands-on with Microsoft’s new Surface Laptop Ultra. Microsoft is clearly positioning this as a new class of creator and AI laptop, powered by new NVIDIA silicon with an RTX GPU built for local AI, creative workflows, and gaming. A few standout specs: -New NVIDIA chip with RTX GPU -Up to 1 petaflop of AI compute -Up to 128GB unified memory -15-inch mini-LED PixelSense Ultra touchscreen -3:2 aspect ratio -262 PPI -Up to 2,000 nits peak HDR brightness -Less than 18mm thick

卧槽，黄仁勋就这么坐地上喝上啤酒了，不知道的还以为是流浪汉呢。

$MSFT AI CEO @mustafasuleyman: "The goal is to prove that we can become one of the top four labs in the world. There’s three labs that matter, Google DeepMind, OpenAI, and Anthropic. We are not one of them at the moment, and that’s always been my intention. It’s why I came here. I want to build the very best frontier models in the world, fully multimodal, and in order to do that, we have to prove that we can do everything that we need to from the ground up, and we’re not just going to take from others."