$SATS makes me feel like a value investor…trades like garbage on a seemingly decent thesis

$FTAI - im long here but genuinely one of the most mispriced AI names…

What’s going to happen when everyone has no job - how will Anthropic’s stock go up - or will just be UBI with each person getting a certain amount of discretionary income. $NVDA $OpenAI $Anthropic $SPCX

$BE $FTAI Any updated thoughts based on $BE for $FTAI for tmrw’s earnings

ur a loyal knicks fan if u remember this era…#knicks

GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its 2027 Rubin Ultra architecture. _ NVIDIA’s scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP report on Oct 20 and our series of AI networking reports, Google will interconnect over 9,000 chips via OCS for its TPU v7, exceeding the 576 dies NVIDIA is projected to deploy in 2027. We expect NVIDIA may have begun considering CPO introduction starting with Rubin Ultra in 2H27, specifically for scale-up interconnect within the 576-die architecture. Within this architecture, compute trays and switch trays will continue using PCB backplane connectivity, while rack-to-rack interconnects (Kyber) are likely to transition to CPO-based optical interconnect in one form factor, due to advantages in power consumption, latency, density, and cost versus AOC.

$SOC - I got out here long ago. The opp cost was too high…congrats on long term conviction - real investing. Trump put was real

Is $xyz layoff actually AI driven or just a “clever” masking of underperformance? Genuine question

whats the difference with this and Alexa?

“Everything is Computer' was unhinged at the time but looking more prophetic today #OpenAI #Anthropic #Clawdbot

$EWY - better ways than this…but decent trade to front run potential SK Hynix ADR launch…has Samsung in there too both in meaningful size $MU $NVDA

$GEV investor day!