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🚨Apollo Blackstone just dropped $35B to fund Google TPUs for Anthropic. The Structure: Here’s how it works ?? → Apollo & Blackstone provide $35B in debt → SPV borrows it, buys Google TPUs → SPV leases TPUs to Anthropic → Anthropic pays lease over time → Broadcom backstops the senior tranches (A1 & A2) 🚀TPU orderbook is EXPLODING — • Anthropic: 1M TPUs committed • Meta: multibillion lease starting 2026, potential outright purchase 2027 • Broadcom’s AI revenue: $4.4B → $8.4B in just 3 quarters (106% YoY) • Q2 FY26 guidance: $10.7B in AI semiconductor revenue • Target: $100B by 2027 ➕Google just launched 2 new TPUs — 8T for training, 8I for inference. Who benefits? 1. $AVGO (Broadcom) and $MRVL sits at the center of this — designing the TPUs AND backstopping the debt. 2. Optics & Engines → $COHR $AAOI $LITE 3. AI Interconnect → $MRVL $CRDO $ALAB 4. Server Power → $MPWR $AEIS $VIC 5. Memory / HBM → $MU $SNDK $DRAM 6. MPO/AOC Cables → $APH $TEL $GLW

🚨🚨THE GUY WHO WROTE ‘AGI BY 2027’, LEOPOLD SITUATION FUND, JUST MADE 1,000% RETURNS !!! He’s not long $NVDA. He’s long $8.5B in puts on it ( $AMD, $AVGO, $TSM, $MU, $ORCL). What he is long: $CRWV, $IREN, a fresh 5.6% stake in $NBIS, $BE He is Long the bottleneck. Why? Here’s a 3-point mapping from the Leopold famous AI Paper, to how Situational Awareness is actually positioned : 1.“Unhobbling” → inference demand → AGI-by-2027 compute scaling → SAF’s largest long-side conviction is the GPU neocloud buildout: as the picks-and-shovels for the compute curve. New addition validates the thesis → Situational Awareness recently bought 12.4 million shares of Nebius Group, representing a 5.6% ownership stake — a fresh bet on “gigawatt-scale AI factories” 2.Industrial mobilization theme → repurposed bitcoin miners turned AI compute operators — Core Scientific, IREN, Cypher, Applied Digital — and optical components remain prominent i.e fastest path to spinning up gigawatts. 3.Power as the binding constraint → energy infrastructure remains the core long bet, with Bloom Energy continuing as a flagship position delivering on-site power directly to data centers, bypassing the strained grid

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🚨Jevons Paradox in action !! — A 🧵 Why are AI token prices crashing while spend explodes? 1/ Competitive price war: OpenAI is reportedly weighing major cuts to API pricing as Anthropic’s Claude Code pulls developer share. Anthropic’s coding assistant crossed $1 billion in revenue within 6 months of launch ♾️Pricing power is shifting fast. 2/ The math: Claude Opus 4.8: $5/$25 per M tokens GPT-5.4: $2.50/$15 per M tokens 💸Both now offer 90% caching discounts, making effective costs competitive for cache-heavy workloads 3/ Open-source overhang: As long as China’s AI labs stay open-source funded by $BABA, the floor on intelligence pricing keeps falling toward zero — structural deflationary pressure on the whole industry 4/ But here’s Jevons in action — usage is outpacing the price drops: $UBER burned through its entire 2026 AI budget in 4 months as Claude Code adoption jumped from 32% to 84% across its 5,000-engineer org, with per-engineer monthly API costs ranging $500-$2,000 5/ Result: 🚀Anthropic’s ARR (annualized run rate) surged from $9B at end of 2025 to $47B by May 2026 — a 422% jump in five months Cheaper tokens → more agentic workflows → more inference → more chips, memory, power, optics demand. Enterprise AI budgets are set to 2-3x, not shrink. Every layer of the stack benefits: 🧠 AI Chips: $NVDA $AVGO $MRVL — more inference = more silicon demand 💾 Memory: $MU $SNDK $SKHynix $DRAM — HBM/DRAM supercycle from token volume explosion ☁️ Neoclouds: $CRWV $NBIS — capacity gets soaked up instantly 🔌 Optics/Interconnects: $CRDO $ALAB $LITE $AAOI— data movement scales with tokens ⚡ Power: $VRT $VST $BE $GEV — compute growth = power demand growth 📈Cheaper AI doesn’t kill the trade. It accelerates it.

Missed $SPCX IPO Allocation? Take a look at $GOOGL’s top 2 holdings. Here’s why Google might be bullish on these Space companies 👇 $ASTS (AST SpaceMobile) — $439M, 18.22% of portfolio Building a satellite-based cellular network that connects directly to unmodified smartphones. Google’s stake hints at interest in space-based connectivity infrastructure that could complement Android’s global reach. $PL (Planet Labs) — $415M, 17.21% of portfolio Operates one of the largest fleets of Earth-imaging satellites, generating daily data on virtually the entire planet’s landmass. That’s a goldmine for AI training data — squarely in Google’s wheelhouse. ➕Combined, these two space plays make up ~35% of $GOOGL’s disclosed equity portfolio — a massive bet on the space economy’s next decade. 🚀Space isn’t just rockets anymore. It’s connectivity data, and Google wants both.

🚨 $CRWV, $NBIS, $ALAB has entered Nasdaq-100 ✅ 3 out of 5 from this tweet 1 year back has entered Nasdaq-100👇. By the by this basket is up 250% last 1 year 🚀 DYOR. No investment advise.

🚨 $CRDO UP 250% $ALAB UP 260% Since my thesis about $CRDO and $ALAB in July 2025 👇 Follow the right side of the change always …

🚨Jensen Huang’s Korea Visit: The 4 New Products & HBM Take is super-bullish 📈 First — $NVDA ‘s four major new product launches this year: 1. Vera Rubin platform (new rack systems already shipping) 2. Vera CPU 3. RTX Spark (Nvidia’s first AI PC/laptop) 4. Jetson Thor (edge robotics processor) HBM commentary: Huang called SK hynix’s HBM “world’s best” and shouted “HBM! He confirmed at the airport that all three major memory makers — Samsung, SK Hynix, and Micron — have been qualified for HBM4 supply for Vera Rubin, with SK hynix holding roughly 60-70% of allocated volume, Samsung 25-30%, and Micron the remainder $DRAM ETF Holdings — Why Vera Rubin/HBM4 = Tailwinds ? $MU (Micron) — Now one of three certified HBM4 suppliers for Vera Rubin. — Even a smaller allocation slice on a much bigger HBM4 pie (vs HBM3E) is a major mix-shift to higher-margin product, plus broad LPDDR/DDR demand from AI PCs (RTX Spark) and edge (Jetson Thor) $WDC / $SNDK (NAND spinoffs) — Less direct HBM exposure, but benefit from the broader “everything in shortage” dynamic — AI servers also drive enterprise SSD/NAND demand & DRAM tightness is spilling into NAND pricing as fabs reallocate capacity. Samsung Electronics — Just landed HBM4 qualification for Vera Rubin (25-30% allocation), a comeback story after lagging SK hynix in HBM3E. Vera Rubin ramp in Q3 2026 is the catalyst that converts this qualification into revenue 🚀 SK hynix — The dominant HBM4 supplier (60-70% share) and the company Huang singled out as making the “world’s best” HBM — direct, largest beneficiary of the Vera Rubin ramp starting Q3 2026.

🚨Breaking— Markets bounce back big !! What I ll ‘Buy More Of’ will be in alignment with what Druckenmiller is betting on - AI Buildout theme !! $DRAM $CRDO $COHR See what Stanley Druckenmiller holds at InvestwithAI apps.apple.com/us/app/invest…

🧵 In 1995, tech companies started borrowing to build. By 1999, Nasdaq had risen 400% 📈 Today in 2026: • Google raises $85B (largest equity deal in history) • Meta considering tens of billions more • SpaceX, OpenAI, Anthropic: $3.6T in IPOs queued up The leverage cycle just kicked into overdrive. 🚀 (The 90s Parallel) Here’s what happened last time capital flooded in: 📅 1995–1997: VCs debt funded the network buildout 📈 S&P 500: 37.6%, 23%, 33% those 3 years 📅 1998–1999: Tech & telcos issued junk bonds 📈 Nasdaq TRIPLED from autumn 1998 → March 2000 peak Capital availability = the fuel. Fast forward to 2026: 💰 Global tech issued $428B in bonds in 2025 alone — record high 💰 The Big 4 hyperscalers will spend $725 B in capex this year 💰 That’s 94% of their operating cash flow → They’ve had to turn to equity AND bond markets This is the leverage cycle going parabolic. In the 90s, companies had no revenues and borrowed to survive. Today: GOOG generates $170B operating cash flow/yr and STILL raised $85B META generates $115B operating cash flow/yr and may raise more. This isn’t desperation capital. This is acceleration capital. 🏎️ What it means for stocks?? The 1995–2000 run lasted 5 full years after the leverage cycle started. We may be in year 2 or 3 of this AI capex supercycle. The stocks levered to this buildout: $CRWV $NBIS $MRVL $ALAB $LITE $VRT $CRDO $AAOI $NET $DRAM Stay long.

🚨Markets crashing AI Stocks are crashing ! I asked ‘InvestwithAI’ what stocks to buy? 🤖 Here is the personalized portfolio AI engine simulated 👇 1. $NVDA 2. $VST 3. $META 4. $SNDK 5. $TSMC 6. $PNG.NE 7. $AAPL 8. $MSFT 9. $IREN 10. $ANET 11. $GOOGL You can choose any themes and the AI engine in the App will simulate a stock portfolio. apps.apple.com/us/app/invest… DYOR. No investment advise

🚨 You could have prepared for today’s crash yesterday itself!! My AI App already gave a heads up yesterday and I had tweeted this shift from semis to consumer by Claude 👇 InvestwithAI apps.apple.com/us/app/invest…

🚨 Follow the ‘Godfather of AI’ 📈 Jensen is quietly building a strategic Berkshire of AI companies — $18.37B invested across 6 companies. FABs. Optics. Neoclouds. EDA. AI-RAN. Jensen isn’t buying stocks. He’s buying control points. 🔥 Here’s what he’s buying and why the 1-year returns are insane 👇 ∙$INTC 422% over the past year ∙$NBIS 529% over the past year ∙$COHR, $LITE 400% over the past year ∙$NOK 157% in 2026 YTD alone, 45% in 2025 (TTM 300% ) ∙$CRWV -1.6% over past year (IPO’d March 2025, YTD 53%) ∙$SNPS 2.5% over the past year This isn’t a portfolio. It’s a supply chain. 🔵 $INTC → domestic FAB access = TSMC hedge ⚪ $CRWV $NBIS → captive GPU demand loop 🔷 $COHR, $LITE → owns the optics bottleneck at 100K GPU scale 🟣 $SNPS → lock-in via CUDA-accelerated chip design 🟢 $NOK → AI-RAN = GPU into every 5G tower

🚨 Breaking: The Claude Portfolio in InvestwithAI App is Adding Consumer names. Claude has reduced 10% allocation from Semi and AI. Has started adding to consumer names in US snd LATAM. 🚀Trend is shifting live. Added by Claude today: $CMG $MELI $FIVE $V But ChatGPT still leaning heavy into Tech/Semis !! Claude appears to be smart ✅

🚨 Leopold fund went All-in on Neoclouds for same reason !! “Compute through 2027 is sold out.” — OpenAI CFO confirmed on @theallinpod “If you do not have compute, you do not have revenue.” OpenAI is passing on opportunities RIGHT NOW because of the shortage. 📝Market prices AI infrastructure on a 2-year horizon. OpenAI buys on 6 year conjecture 📈 Where she feels most SHORT: 2030, 2031, 2032. ⛔️A single GW-scale data center = $50B 3 years to build. The plays ? The named proxies: $ORCL $CRWV $NVDA But the real constraint? Power and land. The neocloud stack I’m watching: 🔲 $CRWV — $99B backlog, OpenAI Meta locked in, take-or-pay contracts 🔲 $NBIS — AI-native cloud, NVIDIA partnership, 5GW target by 2030 🔲 $IREN — Direct NVIDIA cloud-services contract, DSX partnership 🔲 $APLD — Power campus execution play, CoreWeave as anchor tenant 🔲 $ORCL — Hyperscaler with long-dated AI contracts The market is still pricing this on a 2-year lens. The CFO of the most compute-hungry company on earth is buying on a 6-year lens. 💵 That gap is the trade !!

$MRVL Revenue Structure — Breakdown- How they actually report it: Officially, $MRVL reports 2 end markets: 1/ Data center = $6.1B (74% of total) for FY2026, vs $4.2B in FY2025 and $2.2B in FY2024 2/ Communications & Other = $2.1B (26%) for FY2026 So full-year FY2026 total = $8.2B, up 42% YoY 📈 Most recently, Q1 FY2027 data center hit $1.83B (76% of revenue), with comms & other at $585M (24%) Within Data Center — the real breakdown you want: The two pillars are: 1. Custom Silicon / XPU (ASIC) This is the biggest and fastest-growing bucket — Google TPUs, Amazon Trainium, and Microsoft custom AI chips. Custom silicon programs entered volume production in Q1 FY2026 and are the primary driver of the 76% YoY data center surge . Analyst estimates put custom at roughly 55-65% of data center revenue in FY2026, likely approaching $ 3.5-4B for the year. 2. Electro-Optics (DSPs, TIAs, laser drivers, DCI modules) $MRVL’s electro-optics portfolio — including high-speed PAM4 DSPs, TIAs, laser drivers, and datacenter interconnect modules — leads the market and contributes substantially to AI revenue . The most recent Q1 FY2027 call specifically called out strength in 800G and 1.6T scale-out optics, scale-up optical solutions for NPO and CPO applications, and scale-across datacenter interconnect modules . Optics is estimated at roughly 25-35% of data center revenue !! 3. Data Center Networking / Switching Ethernet switches (51.2T), PCIe/CXL switches (via XConn). Smaller but growing. The forward story: Celestial AI (acquired Feb 2026) brings Photonic Fabric optical interconnect technology for scale-up connectivity, with Marvell expecting meaningful revenue starting H2 FY2028, targeting a $500M ARR by Q4 FY28, doubling to $1B by Q4 FY2029 . So the optics bucket is about to get a major uplift layer on top of the existing DSP/transceiver business. The ASIC/XPU side is what’s driving the valuation re-rate — it’s why $MRVL trades at a significant premium. Optics is the asymmetric upside kicker, especially post-Celestial AI.​​​​​​​​​​​​​​​​ Trading at life-time high P/S of 30 !!

Jensen calls $MRVL As next Trillion dollar company . So let’s brainstorm the next Trillion Dollar List : $SPCX | $1.75T (IPO target) | Direct IPO $WMT | $817B $ORCL | $687B $V | $650B $MU | >$1T Already crossed $AMD | ~$300B $BABA | ~$310B $TCEHY | ~$500B OpenAI | TBD | $852B (private) Anthropic | TBD | $965B (private)