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Craig Fuller details the company's knockout second-quarter performance, noting an incredible 19% year-over-year jump in overall revenue and a staggering 45% surge in EPS. The primary driver of this explosive growth isn't standard contract truckload lanes, but rather an impressive 10% volume growth within their intermodal segment. This stellar... show more

FreightWaves

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15,397 просмотров • 2 месяцев назад •via X (Twitter)

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Avalanche is now the 10th largest network for stablecoins! Avalanche🔺' native stablecoin supply is up some +16.35% over the past week, reaching a total of $1.661 billion at time of writing. This is more weekly growth than any other major network outside of Hyperliquid. Despite muted performance from $AVAX spot ETFs in the US, could Avalanche be in for an impressive second half of the year?

Avalanche is now the 10th largest network for stablecoins! Avalanche🔺' native stablecoin supply is up some +16.35% over the past week, reaching a total of $1.661 billion at time of writing. This is more weekly growth than any other major network outside of Hyperliquid. Despite muted performance from $AVAX spot ETFs in the US, could Avalanche be in for an impressive second half of the year?

BSCN

12,927 просмотров • 4 месяцев назад

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Lone

11,356 просмотров • 2 месяцев назад

#WATCH | Mumbai | Member of the Economic Advisory Council to the Prime Minister, Sanjeev Sanyal says, “The relative performance of the Indian states shows one or two very clear trends. The first is the much talk about the North-South divide, which is not the real economic crisis in the country… It is actually an East-West divide where the eastern half of India is distinctively poorer than the western half of the country… The key to the Eastern half of India is reviving Kolkata, specifically because the high growth all over the country is ultimately driven by a handful of high-growth urban hubs… In that context, eastern India needs a high growth hub… Kolkata already has some clusters and a long, glorious history. Despite the last half century of decline, I would argue that the secret to reviving the eastern half of India must be about the revival of Kolkata, specifically.”

#WATCH | Mumbai | Member of the Economic Advisory Council to the Prime Minister, Sanjeev Sanyal says, “The relative performance of the Indian states shows one or two very clear trends. The first is the much talk about the North-South divide, which is not the real economic crisis in the country… It is actually an East-West divide where the eastern half of India is distinctively poorer than the western half of the country… The key to the Eastern half of India is reviving Kolkata, specifically because the high growth all over the country is ultimately driven by a handful of high-growth urban hubs… In that context, eastern India needs a high growth hub… Kolkata already has some clusters and a long, glorious history. Despite the last half century of decline, I would argue that the secret to reviving the eastern half of India must be about the revival of Kolkata, specifically.”

ANI

323,444 просмотров • 4 месяцев назад

"If you can't find drivers, you're not going to buy new trucks. And if you don't buy new trucks, you're not going to grow your fleet." Despite massive capital reserves and aggressive driver retention bonuses, even the nation’s largest asset carriers are struggling to keep their truck seats filled. This persistent human capacity shortage acts as a natural ceiling on asset growth, ensuring that the broader freight market is highly unlikely to overcorrect into looser territory as we head into the second half of the year.

"If you can't find drivers, you're not going to buy new trucks. And if you don't buy new trucks, you're not going to grow your fleet." Despite massive capital reserves and aggressive driver retention bonuses, even the nation’s largest asset carriers are struggling to keep their truck seats filled. This persistent human capacity shortage acts as a natural ceiling on asset growth, ensuring that the broader freight market is highly unlikely to overcorrect into looser territory as we head into the second half of the year.

FreightWaves

46,321 просмотров • 3 месяцев назад

I have been wanting to test performance transfer in Seadance 2.5 since launch, now I have, I am really impressed by the results. I wrote a short script and recorded myself giving a rallying speech as an orc warlord, then fed this and an image of the orc into Seedance with this prompt "A cinematic close up of an orc warlord giving a rallying speech to his army of orcs. Transfer the performance, movement and audio from Video 1 onto the the character Image 1. Do not add any music" I didn't prompt the dialogue or performance in text. The first video you see is a a final cut of the video, the second is the final cut of the video with my video performance. As you can see it's not an exact like-for-like transfer of the performance and voice but more a interpretation by Seedance. It's made my amateur performance better IMHO, more fitting with the creator but retain the essence, nuance and context. So you don't have to feed in a long prompt to get good performance out of your AI actors you can just show them what you want with a video! I used Seedance Enterprise on bytedances lumina platform Lumina link in the comments!

I have been wanting to test performance transfer in Seadance 2.5 since launch, now I have, I am really impressed by the results. I wrote a short script and recorded myself giving a rallying speech as an orc warlord, then fed this and an image of the orc into Seedance with this prompt "A cinematic close up of an orc warlord giving a rallying speech to his army of orcs. Transfer the performance, movement and audio from Video 1 onto the the character Image 1. Do not add any music" I didn't prompt the dialogue or performance in text. The first video you see is a a final cut of the video, the second is the final cut of the video with my video performance. As you can see it's not an exact like-for-like transfer of the performance and voice but more a interpretation by Seedance. It's made my amateur performance better IMHO, more fitting with the creator but retain the essence, nuance and context. So you don't have to feed in a long prompt to get good performance out of your AI actors you can just show them what you want with a video! I used Seedance Enterprise on bytedances lumina platform Lumina link in the comments!

Uncanny Harry AI

23,517 просмотров • 1 месяц назад

We delivered a solid first half with robust commercial performance on the retail market in France, Europe and Middle East & Africa. Associated with improved operational efficiency, this allows us to achieve an EBITDAaL growth of 3.8% and to raise our EBITDAaL growth target for 2025. 📍 In France, we achieved a notable acceleration of 0.9% EBITDAaL and our mobile network were ranked number one for the 14th time in a row. 📍The remarkable performance in Middle East & Africa, with a double-digit increase in EBITDAaL for the tenth consecutive half, was driven by access to our 4G and 5G networks, now used by more than half of our 167 million customers, as well as by the development of Orange Money and B2B. 📍 In Europe, volume momentum and value strategy lead to retail services revenue growth +1.2% and EBITDAaL up +2.2%. 📍 In Orange Business, we are on track with the plan and have achieved very solid growth for Orange Cyberdefense with a 7% revenue increase. We have launched a new division dedicated to defense and security to leverage opportunities in the area of sovereignty. This will enable us to capitalize on Orange’s innovative prowess, cybersecurity expertise and network quality. This performance is the result of our Lead the Future strategy and has allowed us to increase organic cash flow by 7.7%. Big thanks to all the Orange teams for their commitment and performance during this first half, and to our customers for their trust. More info : #H1_2025

We delivered a solid first half with robust commercial performance on the retail market in France, Europe and Middle East & Africa. Associated with improved operational efficiency, this allows us to achieve an EBITDAaL growth of 3.8% and to raise our EBITDAaL growth target for 2025. 📍 In France, we achieved a notable acceleration of 0.9% EBITDAaL and our mobile network were ranked number one for the 14th time in a row. 📍The remarkable performance in Middle East & Africa, with a double-digit increase in EBITDAaL for the tenth consecutive half, was driven by access to our 4G and 5G networks, now used by more than half of our 167 million customers, as well as by the development of Orange Money and B2B. 📍 In Europe, volume momentum and value strategy lead to retail services revenue growth +1.2% and EBITDAaL up +2.2%. 📍 In Orange Business, we are on track with the plan and have achieved very solid growth for Orange Cyberdefense with a 7% revenue increase. We have launched a new division dedicated to defense and security to leverage opportunities in the area of sovereignty. This will enable us to capitalize on Orange’s innovative prowess, cybersecurity expertise and network quality. This performance is the result of our Lead the Future strategy and has allowed us to increase organic cash flow by 7.7%. Big thanks to all the Orange teams for their commitment and performance during this first half, and to our customers for their trust. More info : #H1_2025

Christel Heydemann

13,360 просмотров • 1 год назад

#WATCH | Jammu, J&K: On India's GDP growth, Chairman, Indian Chamber of Commerce Jammu, Rahul Sahai, says, "...to put this in perspective, the World Bank’s global growth forecast for 2026 is 2.5%, down from 2.9% in 2025, so our performance is truly outstanding. Clearly, India is outshining others and playing a significant role in driving the global economy forward. The key drivers behind this growth are manufacturing, services, domestic consumption, and investment...investment grew by 11.9%, and household consumption rose by 7.1% during this quarter...as the Prime Minister has urged, we should keep India's money within the country rather than spending it abroad...now, the focus shifts to further strengthening MSMEs and domestic manufacturing, particularly in Tier-2 and Tier-3 cities..."

#WATCH | Jammu, J&K: On India's GDP growth, Chairman, Indian Chamber of Commerce Jammu, Rahul Sahai, says, "...to put this in perspective, the World Bank’s global growth forecast for 2026 is 2.5%, down from 2.9% in 2025, so our performance is truly outstanding. Clearly, India is outshining others and playing a significant role in driving the global economy forward. The key drivers behind this growth are manufacturing, services, domestic consumption, and investment...investment grew by 11.9%, and household consumption rose by 7.1% during this quarter...as the Prime Minister has urged, we should keep India's money within the country rather than spending it abroad...now, the focus shifts to further strengthening MSMEs and domestic manufacturing, particularly in Tier-2 and Tier-3 cities..."

ANI

19,341 просмотров • 1 месяц назад

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣ Financially, it was a strong quarter. 🚀 GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀 Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀 Gross profit grew 24% Year over Year 🚀 Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀 We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀 International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀 In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣ Financially, it was a strong quarter. 🚀 GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀 Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀 Gross profit grew 24% Year over Year 🚀 Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀 We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀 International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀 In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Harley Finkelstein

142,293 просмотров • 1 год назад

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

83,623 просмотров • 3 месяцев назад

Is the "American Dream" still alive in trucking? In 1980, the average truck driver earned ~$38,000/year. Adjusted for inflation, that is $120,000 today. Instead, the average driver now earns roughly $47k–$48k—nearly one-third of the historical value.

Is the "American Dream" still alive in trucking? In 1980, the average truck driver earned ~$38,000/year. Adjusted for inflation, that is $120,000 today. Instead, the average driver now earns roughly $47k–$48k—nearly one-third of the historical value.

FreightWaves

13,568 просмотров • 5 месяцев назад

Nvidia has over $5 trillion market cap but AMD took their biggest customers (Save this). The HELIOS rack is AMD's answer to Nvidia's GB300 and it is not just competitive but rather has more memory than Vera Rubin, more memory bandwidth, 72 GPUs per rack and by most measures it beats Vera Rubin in nearly every dimension while arriving only 3–6 months later. The customers are already real. Oracle just committed to deploying 50,000 MI450 GPUs, the world's first publicly available AI supercluster built entirely on AMD silicon in Q3 2026. Meta signed a multi-year agreement to utilize up to 6 gigawatts of AMD GPUs across their data centers. OpenAI committed to 6 gigawatts of AMD Instinct compute. Each gigawatt translates to roughly $15–20 billion in AMD revenue. Lisa Su told investors on the Q1 call that customer demand forecasts for MI450 and HELIOS are already exceeding AMD's own internal 2027 plans. And the numbers behind this are staggering. Data center revenue grew 57% year over year to $5.8 billion in Q1 2026 while Q2 is guided at $11.2 billion total revenue, 46% growth year over year. Citi is projecting $33 billion in AI GPU revenue alone by 2027, up 137% year over year and AMD is expected to ship roughly 1.9 million AI GPUs in 2027, driven by the MI450 ramp. AMD is not trying to beat Nvidia but rather trying to own the second chair in every hyperscaler's AI infrastructure stack. Bullish AMD and make sure to follow me Melvin for more investment ideas.

Nvidia has over $5 trillion market cap but AMD took their biggest customers (Save this). The HELIOS rack is AMD's answer to Nvidia's GB300 and it is not just competitive but rather has more memory than Vera Rubin, more memory bandwidth, 72 GPUs per rack and by most measures it beats Vera Rubin in nearly every dimension while arriving only 3–6 months later. The customers are already real. Oracle just committed to deploying 50,000 MI450 GPUs, the world's first publicly available AI supercluster built entirely on AMD silicon in Q3 2026. Meta signed a multi-year agreement to utilize up to 6 gigawatts of AMD GPUs across their data centers. OpenAI committed to 6 gigawatts of AMD Instinct compute. Each gigawatt translates to roughly $15–20 billion in AMD revenue. Lisa Su told investors on the Q1 call that customer demand forecasts for MI450 and HELIOS are already exceeding AMD's own internal 2027 plans. And the numbers behind this are staggering. Data center revenue grew 57% year over year to $5.8 billion in Q1 2026 while Q2 is guided at $11.2 billion total revenue, 46% growth year over year. Citi is projecting $33 billion in AI GPU revenue alone by 2027, up 137% year over year and AMD is expected to ship roughly 1.9 million AI GPUs in 2027, driven by the MI450 ramp. AMD is not trying to beat Nvidia but rather trying to own the second chair in every hyperscaler's AI infrastructure stack. Bullish AMD and make sure to follow me Melvin for more investment ideas.

Melvin

23,150 просмотров • 2 месяцев назад

We're entering the new year with supersonic speed! ⚡But don't be mislead by its elegance: the #Eurofighter packs a punch! When an unidentified aircraft enters national airspace, every second counts. Within minutes, the Eurofighter can reach peak altitude to intercept the aircraft and escort it out of the airspace. This makes the Eurofighter a cornerstone in defending NATO's eastern flank in the Baltics or over Romania alongside allies - keeping us safe!

We're entering the new year with supersonic speed! ⚡But don't be mislead by its elegance: the #Eurofighter packs a punch! When an unidentified aircraft enters national airspace, every second counts. Within minutes, the Eurofighter can reach peak altitude to intercept the aircraft and escort it out of the airspace. This makes the Eurofighter a cornerstone in defending NATO's eastern flank in the Baltics or over Romania alongside allies - keeping us safe!

Airbus Defence

38,381 просмотров • 9 месяцев назад

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

Milk Road AI

184,643 просмотров • 4 месяцев назад

The Chinese J-35 The Chinese are making significant progress in producing the J-35 in both its land-based and carrier-based variants. (J-35 and J-35A). It is currently powered by the WS-21 engine, but this is expected to be upgraded soon to the more advanced WS-19. Although it is a fifth-generation fighter and regarded as one of China's primary strategic assets, there are ongoing discussions about Pakistan also becoming an operator of the aircraft.

The Chinese J-35 The Chinese are making significant progress in producing the J-35 in both its land-based and carrier-based variants. (J-35 and J-35A). It is currently powered by the WS-21 engine, but this is expected to be upgraded soon to the more advanced WS-19. Although it is a fifth-generation fighter and regarded as one of China's primary strategic assets, there are ongoing discussions about Pakistan also becoming an operator of the aircraft.

Patricia Marins

104,315 просмотров • 8 месяцев назад

‼️‼️🇩🇪🇷🇺 Germany has officially notified NATO of a record-breaking surge in its national defense commitments, detailing a historic allocation of €124.7 billion for 2026. This monumental figure represents a staggering 25.5% expansion compared to the previous year, when expenditures stood at approximately €99.3 billion. The absolute increase of €25.4 billion marks the largest single-year jump in military spending in the history of the Federal Republic, positioning Berlin as the second-largest financial contributor to defense within the alliance, trailing only the United States. According to official NATO projections released ahead of the leaders' summit in Ankara, Germany’s defense expenditures will reach 2.69% of its gross domestic product (GDP), a sharp rise from the 2.22% recorded in 2025. This rapid scaling is part of a broader trajectory to meet NATO's revised core defense guidelines well ahead of schedule. To aggressively finance this historic remilitarization and modernize its armed forces, the German government is implementing an expansive long-term borrowing strategy, planning to issue more than €800 billion in debt by 2030. As part of this fiscal push, Berlin will unleash a massive wave of state bonds worth over €200 billion in 2027 alone—a 12.5% increase in borrowing compared to current-year levels. These mobilized funds are earmarked to consistently reinforce the core defense budget, which is projected to climb to an unprecedented €183.6 billion annually by 2030 to ensure the Bundeswehr is fully equipped to act as a formidable deterrent in Europe. See the latest updates with us: Visioner

‼️‼️🇩🇪🇷🇺 Germany has officially notified NATO of a record-breaking surge in its national defense commitments, detailing a historic allocation of €124.7 billion for 2026. This monumental figure represents a staggering 25.5% expansion compared to the previous year, when expenditures stood at approximately €99.3 billion. The absolute increase of €25.4 billion marks the largest single-year jump in military spending in the history of the Federal Republic, positioning Berlin as the second-largest financial contributor to defense within the alliance, trailing only the United States. According to official NATO projections released ahead of the leaders' summit in Ankara, Germany’s defense expenditures will reach 2.69% of its gross domestic product (GDP), a sharp rise from the 2.22% recorded in 2025. This rapid scaling is part of a broader trajectory to meet NATO's revised core defense guidelines well ahead of schedule. To aggressively finance this historic remilitarization and modernize its armed forces, the German government is implementing an expansive long-term borrowing strategy, planning to issue more than €800 billion in debt by 2030. As part of this fiscal push, Berlin will unleash a massive wave of state bonds worth over €200 billion in 2027 alone—a 12.5% increase in borrowing compared to current-year levels. These mobilized funds are earmarked to consistently reinforce the core defense budget, which is projected to climb to an unprecedented €183.6 billion annually by 2030 to ensure the Bundeswehr is fully equipped to act as a formidable deterrent in Europe. See the latest updates with us: Visioner

Visioner

54,118 просмотров • 2 месяцев назад

🇺🇸🇨🇳U.S TO CHINA: TIME TO CHANGE YOUR WAYS Yellen: "China's excess capacity is built up over a significant amount of time. We intend to underscore the need for a shift in policy. This is part of our effort to advocate for American industries and prevent the significant economic disruptions we've seen in the past. Addressing these imbalances in an appropriate way now will not only be good for the US, but it will also be good for China's long-term productivity and growth." Source: AP

🇺🇸🇨🇳U.S TO CHINA: TIME TO CHANGE YOUR WAYS Yellen: "China's excess capacity is built up over a significant amount of time. We intend to underscore the need for a shift in policy. This is part of our effort to advocate for American industries and prevent the significant economic disruptions we've seen in the past. Addressing these imbalances in an appropriate way now will not only be good for the US, but it will also be good for China's long-term productivity and growth." Source: AP

Mario Nawfal

150,914 просмотров • 2 лет назад

At Mine Entra in Bulawayo, VP Chiwenga says the coal producers in Hwange must come together to fix railways. Driven by new projects, Zim’s coal exports in the first 8 months of 2025 more than doubled to 337,586T from 166,713T over the same period last year, according to the Minerals Marketing Corporation (MMCZ). The downside? A lot of this coal is being moved by road - limiting exports and straining highways. MMCZ says exports are being held back by weak rail infrastructure: “Limited inland logistic capacity, heavily reliant on road transport, continues to impede the efficient movement of materials to market”. The Coal Producers Association says Zim could be exporting 10 times more coal if it had efficient rail.

At Mine Entra in Bulawayo, VP Chiwenga says the coal producers in Hwange must come together to fix railways. Driven by new projects, Zim’s coal exports in the first 8 months of 2025 more than doubled to 337,586T from 166,713T over the same period last year, according to the Minerals Marketing Corporation (MMCZ). The downside? A lot of this coal is being moved by road - limiting exports and straining highways. MMCZ says exports are being held back by weak rail infrastructure: “Limited inland logistic capacity, heavily reliant on road transport, continues to impede the efficient movement of materials to market”. The Coal Producers Association says Zim could be exporting 10 times more coal if it had efficient rail.

newZWire

46,342 просмотров • 11 месяцев назад