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$AMD is down around 10% because it delivered an excellent quarter into an almost perfect bar but the beat wasn't large enough to force upward revisions to already aggressive second-half and 2027 estimates. Revenue grew 50%, Data Center more than doubled, EPYC accelerated, Instinct scaled and Helios began ramping... show more

Shay Boloor

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$AMD delivered a strong quarter into an almost perfect bar but the market fixated on capex more than doubling from $389M to $808M. That spending supports two AI engines at once because agentic systems need EPYC CPUs to retrieve data, call tools and coordinate workloads while Helios expands AMD into accelerators and complete rack-scale systems. AMD now sees server CPU market growing from ~$26B in 2025 to $220B by 2030 so the capex may pressure near-term sentiment but its funding the capacity required to capture the growth investors are demanding.

$AMD delivered a strong quarter into an almost perfect bar but the market fixated on capex more than doubling from $389M to $808M. That spending supports two AI engines at once because agentic systems need EPYC CPUs to retrieve data, call tools and coordinate workloads while Helios expands AMD into accelerators and complete rack-scale systems. AMD now sees server CPU market growing from ~$26B in 2025 to $220B by 2030 so the capex may pressure near-term sentiment but its funding the capacity required to capture the growth investors are demanding.

Shay Boloor

181,804 Aufrufe • vor 1 Monat

$AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to $NVDA. The CPU side still looks underappreciated as AI agents require more high-core-count server compute and 2nm Venice should help AMD keep taking share as $INTC works through roadmap and manufacturing challenges. The bridge is Helios where AMD can package EPYC CPUs, Instinct GPUs and Pensando networking into a full rack-scale AI platform backed by real demand from $META, $ORCL and OpenAI.

$AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to $NVDA. The CPU side still looks underappreciated as AI agents require more high-core-count server compute and 2nm Venice should help AMD keep taking share as $INTC works through roadmap and manufacturing challenges. The bridge is Helios where AMD can package EPYC CPUs, Instinct GPUs and Pensando networking into a full rack-scale AI platform backed by real demand from $META, $ORCL and OpenAI.

Shay Boloor

89,204 Aufrufe • vor 2 Monaten

$MU $SKHY $DRAM Holy Shit $AMD's Lisa Su just spent two full minutes at the 2026 AI keynote raving about HBM4 capacity as the thing that separates Helios from the competition. Not compute. Memory. "When you compare Helios to the competition, we're delivering 15% more compute, 50% more HBM4 memory capacity and memory bandwidth, and 50% more scale-out bandwidth." Notice which number is bigger. "What that means is that every Helios can deliver more performance for the largest models, more capacity for longer context, and the bandwidth to scale across thousands of racks.... More than 18,000 CDNA five GPU compute units, over 4,600 Zen 6 CPU cores, and 31 terabytes of HBM4 memory, all in a single rack." "That's what it takes to run agentic AI at scale. Today, I'm excited to announce that Helios is in full production. We have shipments on track to start at the end of the third quarter and ramping into the fourth quarter in the second half of the year. I can tell you, customer demand for Helios is extremely strong, we're extremely proud of the work that we have done across the leading AI labs to adopt Helios."

$MU $SKHY $DRAM Holy Shit $AMD's Lisa Su just spent two full minutes at the 2026 AI keynote raving about HBM4 capacity as the thing that separates Helios from the competition. Not compute. Memory. "When you compare Helios to the competition, we're delivering 15% more compute, 50% more HBM4 memory capacity and memory bandwidth, and 50% more scale-out bandwidth." Notice which number is bigger. "What that means is that every Helios can deliver more performance for the largest models, more capacity for longer context, and the bandwidth to scale across thousands of racks.... More than 18,000 CDNA five GPU compute units, over 4,600 Zen 6 CPU cores, and 31 terabytes of HBM4 memory, all in a single rack." "That's what it takes to run agentic AI at scale. Today, I'm excited to announce that Helios is in full production. We have shipments on track to start at the end of the third quarter and ramping into the fourth quarter in the second half of the year. I can tell you, customer demand for Helios is extremely strong, we're extremely proud of the work that we have done across the leading AI labs to adopt Helios."

Trade Whisperer

180,543 Aufrufe • vor 2 Monaten

Every major AI lab is spending billions on compute, and virtually all of it flows through Nvidia. The Blackwell architecture is sold out through 2027, margins are above 75%, and the data center segment alone is growing faster than most entire companies. I keep hearing that $NVDA is "priced in" but the earnings revisions keep going up, not down. At 25x forward earnings for a company growing revenue 90% YoY, this is still the safest AI bet in the market.

Every major AI lab is spending billions on compute, and virtually all of it flows through Nvidia. The Blackwell architecture is sold out through 2027, margins are above 75%, and the data center segment alone is growing faster than most entire companies. I keep hearing that $NVDA is "priced in" but the earnings revisions keep going up, not down. At 25x forward earnings for a company growing revenue 90% YoY, this is still the safest AI bet in the market.

VirtualBacon

11,006 Aufrufe • vor 5 Monaten

$BE delivered about as strong an operational response as investors could have asked for after the recent short report since revenue topped $1B for the first time, product sales more than tripled and management raised guidance across the board. That momentum is being driven by the value of bringing AI capacity online faster since Bloom estimates a one-gigawatt data center can generate up to $24B in annual revenue meaning one month saved could unlock ~$2B that would otherwise be delayed. Bloom is therefore selling more than power since its selling “time to token revenue.”

$BE delivered about as strong an operational response as investors could have asked for after the recent short report since revenue topped $1B for the first time, product sales more than tripled and management raised guidance across the board. That momentum is being driven by the value of bringing AI capacity online faster since Bloom estimates a one-gigawatt data center can generate up to $24B in annual revenue meaning one month saved could unlock ~$2B that would otherwise be delayed. Bloom is therefore selling more than power since its selling “time to token revenue.”

Shay Boloor

73,088 Aufrufe • vor 2 Monaten

$CRDO is becoming a much broader AI connectivity platform with AECs now joined by optics, DSPs, silicon photonics and NPO as new growth engines. That “millimeters to kilometers” expansion is the bigger story behind the quarter making selloff look more like an expectations reset with next-quarter revenue still guided to grow ~98% YoY.

$CRDO is becoming a much broader AI connectivity platform with AECs now joined by optics, DSPs, silicon photonics and NPO as new growth engines. That “millimeters to kilometers” expansion is the bigger story behind the quarter making selloff look more like an expectations reset with next-quarter revenue still guided to grow ~98% YoY.

Shay Boloor

53,072 Aufrufe • vor 27 Tagen

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

Shay Boloor

661,897 Aufrufe • vor 1 Monat

$CBRS is a very unique company because it keeps a huge amount of compute and memory very close together which helps it deliver extremely fast inference and makes the architecture well positioned for agentic AI workloads where fast tokens matter more. OpenAI validated the tec but the stock is getting hit because we still don't have enough visibility into how Cerebras turns that technical advantage into a broad, diversified and high-margin business. Customer concentration remains a massive risk especially with so much revenue tied to its own investor and the company still has to solve the physical infrastructure side of the business across power, cooling, data center capacity and deployment timing. If $NVDA is trading at a below-market multiple while still growing faster than Cerebras then why buy the Nvidia alternative instead of just owning Nvidia?

$CBRS is a very unique company because it keeps a huge amount of compute and memory very close together which helps it deliver extremely fast inference and makes the architecture well positioned for agentic AI workloads where fast tokens matter more. OpenAI validated the tec but the stock is getting hit because we still don't have enough visibility into how Cerebras turns that technical advantage into a broad, diversified and high-margin business. Customer concentration remains a massive risk especially with so much revenue tied to its own investor and the company still has to solve the physical infrastructure side of the business across power, cooling, data center capacity and deployment timing. If $NVDA is trading at a below-market multiple while still growing faster than Cerebras then why buy the Nvidia alternative instead of just owning Nvidia?

Shay Boloor

204,924 Aufrufe • vor 3 Monaten

"Home isn't a place; home is a feeling " P.S. max In an hour, I'll make a thread to break down my view of this scene, because it was pretty imperative....even more than romantic or something like that. The whole scene was perfect, and delivered exactly what I wanted from it... ♡ ——— #Daha17 || #teoden

"Home isn't a place; home is a feeling " P.S. max In an hour, I'll make a thread to break down my view of this scene, because it was pretty imperative....even more than romantic or something like that. The whole scene was perfect, and delivered exactly what I wanted from it... ♡ ——— #Daha17 || #teoden

Lagom

11,022 Aufrufe • vor 2 Monaten

Building AI infrastructure at yotta-scale requires more than raw performance; it demands an open, modular rack design that can evolve across product generations, combining leadership compute engines with high-speed networking to connect thousands of accelerators into a single, unified system. Take a look at the Helios. Our rack-scale AI platform powered by MI455X GPUs and EPYC “Venice” CPUs and designed for trillion-parameter training.

Building AI infrastructure at yotta-scale requires more than raw performance; it demands an open, modular rack design that can evolve across product generations, combining leadership compute engines with high-speed networking to connect thousands of accelerators into a single, unified system. Take a look at the Helios. Our rack-scale AI platform powered by MI455X GPUs and EPYC “Venice” CPUs and designed for trillion-parameter training.

AMD

20,832 Aufrufe • vor 8 Monaten

$META is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $META can rerate closer to 25x earnings.

$META is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $META can rerate closer to 25x earnings.

Shay Boloor

121,621 Aufrufe • vor 2 Monaten

If anyone that thinks that THE DANCE LEADER AND MAIN DANCER of the group getting 37 SECONDS in an almost 14 MINUTES performance is normal is because you simply don't care about him. Even with an injury he was incredible, he performed from beginning to the end without skipping a beat, but as always, the camera directions poorly recorded him, the direction switched on his own parts. Even when he was dancing in the center, they recorded lights and other members, anything was more important than recording him. As time goes by it feels more and more like One Label is trying to alienate certain members fans, it's clear that Lee Know is not a priority for them.

If anyone that thinks that THE DANCE LEADER AND MAIN DANCER of the group getting 37 SECONDS in an almost 14 MINUTES performance is normal is because you simply don't care about him. Even with an injury he was incredible, he performed from beginning to the end without skipping a beat, but as always, the camera directions poorly recorded him, the direction switched on his own parts. Even when he was dancing in the center, they recorded lights and other members, anything was more important than recording him. As time goes by it feels more and more like One Label is trying to alienate certain members fans, it's clear that Lee Know is not a priority for them.

LEE KNOW 리노 GLOBAL ★

168,717 Aufrufe • vor 10 Monaten

THIS IS F**KING GOLD You can build an entire YouTube content workflow with AI without filming yourself, hiring an editor, or spending hours creating every scene manually. The strategy is simple: → Find a niche with videos already getting millions of views → Study the transcripts of successful videos → Feed the transcript into an AI tool → Generate multiple video prompts from the content → Create the visuals with Sora and swaggi ai → Combine the clips into a longer YouTube video → Upload and monetize the content And here's the interesting part: Long-form YouTube content can generate significantly more revenue per view than Shorts because of higher RPMs. So instead of trying to go viral with random content, you can study what's already working, use AI to speed up production, and build an entire faceless content pipeline around it. The tools are getting ridiculously good. Bookmark and follow for more

THIS IS F**KING GOLD You can build an entire YouTube content workflow with AI without filming yourself, hiring an editor, or spending hours creating every scene manually. The strategy is simple: → Find a niche with videos already getting millions of views → Study the transcripts of successful videos → Feed the transcript into an AI tool → Generate multiple video prompts from the content → Create the visuals with Sora and swaggi ai → Combine the clips into a longer YouTube video → Upload and monetize the content And here's the interesting part: Long-form YouTube content can generate significantly more revenue per view than Shorts because of higher RPMs. So instead of trying to go viral with random content, you can study what's already working, use AI to speed up production, and build an entire faceless content pipeline around it. The tools are getting ridiculously good. Bookmark and follow for more

Mayor.

28,286 Aufrufe • vor 20 Tagen

$NBIS has a really interesting setup into Wednesday because the demand is already there with $MSFT and $META contracts, Reflection AI’s $1B deal and GPU demand running several times above available capacity so the real question is how quickly Nebius can turn power and data centers into revenue. That’s also why I’m getting more comfortable with the execution risk as Nebius targets 4GW+ of contracted power, proves it can raise non-dilutive capital with $775M of secured financing and introduces an asset-light model that lets partners fund infrastructure while Nebius keeps the architecture, software and customer economics. So heading into earnings, I care much more about whether the Microsoft ramp stays on track, whether the second-half capacity bridge still looks believable and whether Nebius can keep repeating that financing model than I do about a small Q2 beat or miss.

$NBIS has a really interesting setup into Wednesday because the demand is already there with $MSFT and $META contracts, Reflection AI’s $1B deal and GPU demand running several times above available capacity so the real question is how quickly Nebius can turn power and data centers into revenue. That’s also why I’m getting more comfortable with the execution risk as Nebius targets 4GW+ of contracted power, proves it can raise non-dilutive capital with $775M of secured financing and introduces an asset-light model that lets partners fund infrastructure while Nebius keeps the architecture, software and customer economics. So heading into earnings, I care much more about whether the Microsoft ramp stays on track, whether the second-half capacity bridge still looks believable and whether Nebius can keep repeating that financing model than I do about a small Q2 beat or miss.

Shay Boloor

98,400 Aufrufe • vor 1 Monat

$INTC earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself.

$INTC earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself.

Shay Boloor

145,525 Aufrufe • vor 2 Monaten

🚨🏆 Umar Nurmagomedov says Petr Yan's win over Merab gave him more confidence to beat Merab in the rematch as well: "Honestly, the only thing I need from this sport is a rematch, even more than the belt. I'll get the belt. First of all, I'm curious how I would have fought if I hadn't gotten injured, because take Petr Yan's first fight and the second fight, everyone said it was an excuse, and in the second fight, when he was already healthy, it turned out it wasn't an excuse." via Adam Zubayraev

🚨🏆 Umar Nurmagomedov says Petr Yan's win over Merab gave him more confidence to beat Merab in the rematch as well: "Honestly, the only thing I need from this sport is a rematch, even more than the belt. I'll get the belt. First of all, I'm curious how I would have fought if I hadn't gotten injured, because take Petr Yan's first fight and the second fight, everyone said it was an excuse, and in the second fight, when he was already healthy, it turned out it wasn't an excuse." via Adam Zubayraev

Full Mount MMA

72,753 Aufrufe • vor 3 Monaten

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.

Crypto Rover

58,862 Aufrufe • vor 4 Monaten

Package a project for a futuristic city in the middle of the desert, fool the public that it is for the future, gather more than $500 billion, and then scale it back to data centers and a survival city for the elites. The Line is not canceled; it's scaled down like it was always intended. They will pour trillions of dollars into the data centers and a 3-mile-long doomsday bunker protected by 500-meter walls and an entire ecosystem because the outside weather and cosmic radiation will be terrible.

Package a project for a futuristic city in the middle of the desert, fool the public that it is for the future, gather more than $500 billion, and then scale it back to data centers and a survival city for the elites. The Line is not canceled; it's scaled down like it was always intended. They will pour trillions of dollars into the data centers and a 3-mile-long doomsday bunker protected by 500-meter walls and an entire ecosystem because the outside weather and cosmic radiation will be terrible.

Open Minded Approach

90,654 Aufrufe • vor 3 Monaten

$TSLA is on pace for its worst day since January 2025 after demand beat expectations but weaker margins showed Tesla paid more than expected to generate that volume. The long-term bright spot was FSD where paid users neared 1.5M (+56% YoY) with adoption above 55% on new North American deliveries suggesting autonomy is becoming a core purchase driver rather than a niche add-on. At this valuation, Tesla needs both technological progress and a core business strong enough to fund it and this quarter delivered the first but not the second.

$TSLA is on pace for its worst day since January 2025 after demand beat expectations but weaker margins showed Tesla paid more than expected to generate that volume. The long-term bright spot was FSD where paid users neared 1.5M (+56% YoY) with adoption above 55% on new North American deliveries suggesting autonomy is becoming a core purchase driver rather than a niche add-on. At this valuation, Tesla needs both technological progress and a core business strong enough to fund it and this quarter delivered the first but not the second.

Shay Boloor

138,836 Aufrufe • vor 2 Monaten

Chris Camillo explains how Bloom Energy is solving AI data center energy usage problems… “ $BE is one of the only companies in the world that has a method to essentially bring almost an infinite amount of energy to these data centers." And we won't get into all the technology, but they are now working with hyperscalers and they are a resource for energy that will allow a data center to get ramped up quicker. "So, even though it costs a little bit more money today to put an energy cell from Bloom, an energy box from Bloom, which are energy cells, it essentially takes things like natural gas, but instead of burning the natural gas, there is a chemical process that turns that natural gas into energy for the data center."

Chris Camillo explains how Bloom Energy is solving AI data center energy usage problems… “ $BE is one of the only companies in the world that has a method to essentially bring almost an infinite amount of energy to these data centers." And we won't get into all the technology, but they are now working with hyperscalers and they are a resource for energy that will allow a data center to get ramped up quicker. "So, even though it costs a little bit more money today to put an energy cell from Bloom, an energy box from Bloom, which are energy cells, it essentially takes things like natural gas, but instead of burning the natural gas, there is a chemical process that turns that natural gas into energy for the data center."

The Iced Coffee Hour

277,703 Aufrufe • vor 4 Monaten