Wall St Engine
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Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
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$NVDA is entering the consumer PC chip market with RTX Spark, an $ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs. The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming. Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.
Wall St Engine108,314 Aufrufe • vor 6 Tagen
$NVDA CEO Jensen Huang: "$3 trillion worth of salary is now producing nearly 3 times as much output. It's effectively a $9 trillion productivity from $3 trillion of salaries." "Because the output/productivity is so incredible, people want to hire more software engineers"
Wall St Engine108,470 Aufrufe • vor 6 Tagen
![Perplexity CEO Aravind Srinivas: "One thing that Perplexity has is, every revenue we make, unlike certain other [wrapper] companies, every revenue Perplexity makes has positive gross margins." "Because we route through multiple different models, we're very efficient in terms of how we spend on the tokens... we have all this advantage with RAG and orchestration and search. We don't actually need to blow up the [context]." "Every single penny we make, we make profits on that. But the overall company is still yet to be profitable."](https://image.24vids.com/tw-2036390613478949196/amplify_video_thumb/2036390452048560128/img/MKGW0iAH0_j_Nxmf.jpg)
Perplexity CEO Aravind Srinivas: "One thing that Perplexity has is, every revenue we make, unlike certain other [wrapper] companies, every revenue Perplexity makes has positive gross margins." "Because we route through multiple different models, we're very efficient in terms of how we spend on the tokens... we have all this advantage with RAG and orchestration and search. We don't actually need to blow up the [context]." "Every single penny we make, we make profits on that. But the overall company is still yet to be profitable."
Wall St Engine364,886 Aufrufe • vor 2 Monaten
Semi Analysis Dylan Patel: People are like, 'oh, the memory story is overplayed, everyone gets it.' No, no, no — you don't get it. DRAM will double or triple from here still, because that's how much capacity is required, and they have to steal capacity from somewhere else. And the only way to steal capacity in a capitalist economy is demand destruction via higher pricing.
Wall St Engine207,985 Aufrufe • vor 1 Monat
Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.
Wall St Engine824,737 Aufrufe • vor 6 Monaten
$NVDA CEO Jensen Huang: If we didn't support CoreWeave to exist, these neo clouds, these AI clouds wouldn't exist. If we didn't help CoreWeave exist, they would not exist. If we didn't support Nscale, they wouldn't be where they are today. If we didn't support Nebius, they wouldn't be where they are today. Now they're doing fantastically. Is that a business model? No. We should do as much as needed, as little as possible. And so we invest in our ecosystem because I want our ecosystem to thrive. We don't pick winners. We need to support everyone. It's part of our joy of doing so. It's imperative to our business. But we also go out of our way not to pick winners. So when I invest in one of them, I invest in all of them.
Wall St Engine140,282 Aufrufe • vor 1 Monat
$GOOGL CEO Sundar Pichai on why Google didn't ship ChatGPT first, and the signal they missed from OpenAI: We even conceived the product, it was Lambda. There was an engineer inside who thought it was sentient. Think of it as an early version of ChatGPT. In the multiverse, Google probably shipped that 9 months earlier... but the version I saw was a lot more toxic at a level we couldn't have possibly put it out. As a company with this search quality bias, we had a higher bar for what we thought was acceptable product quality. I think they were lucky to also see it on the coding side with GitHub. Maybe there was a signal we were missing. The jumps between GPT-2 and 3 and later 4 were more pronounced if you were using it for coding.
Wall St Engine150,457 Aufrufe • vor 2 Monaten
$GOOGL CEO Sundar Pichai on the AI Bubble: "There is some irrationality in the current AI boom. The growth of AI investment has been an extraordinary moment. Asked what happens if the AI bubble pops, he said "I think NO company is going to be immune, including us." We can look back at the internet. There was clearly a lot of excess investment, but none of us would question whether the internet was profound. I expect AI to be the same. It is both rational and there are elements of irrationality through a moment like this. AI is the most profound technology humankind has worked on. It will evolve and transition certain jobs, and people will need to adapt... the people who will do well are people who learn how to use these tools." Source: BBC
Wall St Engine406,054 Aufrufe • vor 6 Monaten
SemiAnalysis Dylan Patel: “If you don’t use more tokens, you’ll never escape the permanent underclass. Either you use more tokens and generate outsized economic value from them… a lot of people are doing it the boring lazy way — ‘I guess I’ll just work one hour a day instead of eight and have AI do most of my job.’ That’s the boring way. The cool way is: I’ll still work eight hours a day, I’ll do 8x the work, and maybe I’ll make 5x the money… There’s three problems: using more tokens, generating value from those tokens, and capturing that value. If you don’t do these three things, you’ll never escape the permanent underclass.”
Wall St Engine69,898 Aufrufe • vor 1 Monat
$NVDA CEO Jensen Huang on talk that he’s “concerned about competition” at OpenAI: “That’s nonsense. That’s complete nonsense.” “We are going to make a huge investment in OpenAI… I really love working with Sam.” “We haven’t made the investment yet because they’re closing their round, but we’ll definitely be involved in the coming round. We’ll invest a great deal of money, probably the largest investment we’ve ever made.”
Wall St Engine149,168 Aufrufe • vor 4 Monaten
Palantir $PLTR CEO Alex Karp: I’m currently in a battle with short sellers… judge us by our enemies. Look who hates us. Like, go online… just look at who hates Palantir and who hates me, and then judge us by that standard. What should our market cap be based on that standard?
Wall St Engine224,143 Aufrufe • vor 6 Monaten
Google’s GEMINI 3.5 Flash is now plugged into the stock market It is beating GPT-5.5 & Claude on agentic benchmarks 4x the speed. Half the cost I asked it to track Leopold Aschenbrenner's portfolio, monitor new 13F activities & alert me when it finds real entries on the names he holds Built in under 90secs from one prompt. Now it runs on autopilot: - pulls the filings/data - reconstructs the AI infrastructure basket - tracks live price action, EMAs, RSI, news, and X sentiment - flags new buys, exits, and position changes - scores potential entries - alerts me when a stock hits an actionable level
Wall St Engine23,759 Aufrufe • vor 18 Tagen
Now you can get coffee during your $UBER ride Uber is launching a new feature called “Eats for the Way” where Uber Black riders can add coffee, tea, or a snack after confirming their ride. The driver picks it up on the way. Launching in the coming weeks in: Atlanta Austin Los Angeles Philadelphia San Diego San Francisco Honestly not a bad idea.
Wall St Engine41,197 Aufrufe • vor 1 Monat
TRUMP: THE STOCK MARKETS ARE NOW AT ALL TIME HIGH, WE'RE GOING TO MAINTAIN IT, BELIEVE ME...
Wall St Engine278,523 Aufrufe • vor 11 Monaten
ELON MUSK ON X PHONE: I am not working on a phone. I can tell you where I think things will go, which is that we’re not going to have a phone in the traditional sense. There won’t be operating systems. There won’t be apps in the future... you’ll have … AI on the server side communicating to an AI on your your device … generating real-time video of anything that you could possibly want It’s probably five or six years or something like that.
Wall St Engine133,077 Aufrufe • vor 7 Monaten
