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Interesting, FoFty is seeing a collapse in AI GPU rental prices. What does this mean? Data center profitability margins are collapsing too. Lower margins = less cash + no reason to continue ordering Nvidia hardware While he didn't suggest AI demand is falling, I'm willing to bet most companies...

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Financelot

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641,347 görüntüleme • 21 gün önce •via X (Twitter)

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The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.
1:11

The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.

Felix Prehn 🐶

185,351 görüntüleme • 1 ay önce

Gavin on why it's a mistake for SaaS companies to resist AI because it has a lower margin structure: "When there's a transformative new technology customers are demanding, it's always a mistake not to embrace it. If you're trying to preserve an 80% gross-margin structure, you are guaranteed not to succeed in AI. SaaS companies are making the exact same mistake that brick and mortar retailers did with e-commerce. They clearly saw customer demand, but they didn't like the margin structure. Now Amazon has higher margins -- margins can change. SaaS companies have their 70-90% gross margins and are reluctant to accept AI gross margins -- a good AI company might have 40%. If you want to have an agent, it's never going to succeed if you're not willing to run it at a sub-35% gross margin because that's what the AI natives are running it at. I can't think of a single application SaaS company that could not be running a successful agent strategy. And they have a giant advantage over these AI natives in that they have a cash-generative business."
2:55

Gavin on why it's a mistake for SaaS companies to resist AI because it has a lower margin structure: "When there's a transformative new technology customers are demanding, it's always a mistake not to embrace it. If you're trying to preserve an 80% gross-margin structure, you are guaranteed not to succeed in AI. SaaS companies are making the exact same mistake that brick and mortar retailers did with e-commerce. They clearly saw customer demand, but they didn't like the margin structure. Now Amazon has higher margins -- margins can change. SaaS companies have their 70-90% gross margins and are reluctant to accept AI gross margins -- a good AI company might have 40%. If you want to have an agent, it's never going to succeed if you're not willing to run it at a sub-35% gross margin because that's what the AI natives are running it at. I can't think of a single application SaaS company that could not be running a successful agent strategy. And they have a giant advantage over these AI natives in that they have a cash-generative business."

Patrick OShaughnessy

84,041 görüntüleme • 7 ay önce

Trumps's now had Most of the major Pharmaceutical companies make the pilgrimage to the Oval Office to stand like children as he announces they are "volunteering" to slash their prices by historic levels. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING. We are told this is because of tariffs.... Does this completely make sense? WHY - like the other companies such as Apple, Honda, Ford, etc, would they not simply MOVE their manufacturing facilities back to the US, AVOID the tariffs completely and NOT have to lower their prices. Automated machines that squeeze out pills are ALOT easier to move and reopen here than complicated processes like car or electronics manufacturing. What is different here? Trump is showing you that Big Pharma is in complete and total SUBMISSION. That is why, the AI, Car, electronic, etc companies are being allowed to repatriate their manufacturing, while Big Pharma is being stripped of their cash flow and profits, right in front of our faces. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING.
2:36

Trumps's now had Most of the major Pharmaceutical companies make the pilgrimage to the Oval Office to stand like children as he announces they are "volunteering" to slash their prices by historic levels. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING. We are told this is because of tariffs.... Does this completely make sense? WHY - like the other companies such as Apple, Honda, Ford, etc, would they not simply MOVE their manufacturing facilities back to the US, AVOID the tariffs completely and NOT have to lower their prices. Automated machines that squeeze out pills are ALOT easier to move and reopen here than complicated processes like car or electronics manufacturing. What is different here? Trump is showing you that Big Pharma is in complete and total SUBMISSION. That is why, the AI, Car, electronic, etc companies are being allowed to repatriate their manufacturing, while Big Pharma is being stripped of their cash flow and profits, right in front of our faces. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING.

NewsTreason Channel 17

237,523 görüntüleme • 6 ay önce

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.
1:42

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,668 görüntüleme • 29 gün önce

It's very interesting what's happening because I was listening to the Disney earnings call, which is such a great index for consumers. Think about families going to theme parks, buying gasoline, buying stuff. This is a new CEO was asked right out of the gate, because every analyst is trying to figure out where the consumer stands, "Have you seen a slowdown in park traffic?" Remember, parks are more expensive than they've ever been and the cost of taking your family in the car should be more expensive than ever because it's gas four to five bucks now. He said there was zero change in traffic. In fact, it's up. So what is happening to this economy that people feel confident enough to see forward to the end of whatever this volatility is, particularly on gas prices? The truth is 50% of the S&P 500 companies have absorbed the tariffs themselves by using AI to increase their margins and productivity. So the full weight of tariffs hasn't ever affected the consumer yet because of this incredible productivity enhancement, this serendipitous tool that Trump never saw coming, called AI, in all 11 sectors.
2:07

It's very interesting what's happening because I was listening to the Disney earnings call, which is such a great index for consumers. Think about families going to theme parks, buying gasoline, buying stuff. This is a new CEO was asked right out of the gate, because every analyst is trying to figure out where the consumer stands, "Have you seen a slowdown in park traffic?" Remember, parks are more expensive than they've ever been and the cost of taking your family in the car should be more expensive than ever because it's gas four to five bucks now. He said there was zero change in traffic. In fact, it's up. So what is happening to this economy that people feel confident enough to see forward to the end of whatever this volatility is, particularly on gas prices? The truth is 50% of the S&P 500 companies have absorbed the tariffs themselves by using AI to increase their margins and productivity. So the full weight of tariffs hasn't ever affected the consumer yet because of this incredible productivity enhancement, this serendipitous tool that Trump never saw coming, called AI, in all 11 sectors.

Kevin O'Leary aka Mr. Wonderful

102,065 görüntüleme • 2 ay önce

🚀 SpaceX may have just solved the biggest problem in IPO history. The company is reportedly targeting a $75B IPO float — roughly 3x larger than the biggest IPO ever. 😳 So the question was: Who’s actually going to buy all those shares? Now we may have the answer. NASDAQ is reportedly changing its rules so Elon Musk's SpaceX can enter the NASDAQ-100 almost immediately after IPO. That could force passive index funds to automatically buy ~$25B worth of SpaceX stock. NASDAQ normally makes companies wait 6+ months before inclusion. Dave McClure and Aman Verjee discuss why NASDAQ may be bending the rules for the most anticipated IPO in years. Check out the full conversation on Trading Places Podcast EP34!
2:22

🚀 SpaceX may have just solved the biggest problem in IPO history. The company is reportedly targeting a $75B IPO float — roughly 3x larger than the biggest IPO ever. 😳 So the question was: Who’s actually going to buy all those shares? Now we may have the answer. NASDAQ is reportedly changing its rules so Elon Musk's SpaceX can enter the NASDAQ-100 almost immediately after IPO. That could force passive index funds to automatically buy ~$25B worth of SpaceX stock. NASDAQ normally makes companies wait 6+ months before inclusion. Dave McClure and Aman Verjee discuss why NASDAQ may be bending the rules for the most anticipated IPO in years. Check out the full conversation on Trading Places Podcast EP34!

trading places

50,775 görüntüleme • 2 ay önce

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives
2:50

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives

Wall Street Apes

28,675 görüntüleme • 1 ay önce

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.
0:28

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 görüntüleme • 3 ay önce

ai won’t take our jobs is the headline. i need to make this clear. companies across the board are forcing people out, under whatever bs they can, and expecting the current crop to do more with less due to ai. the claim was never ai on its own will replace you, a 10x ai infused dawg will replace you. that will happen more and more until they have the training data to replace the 10x dawgs. this isn’t just niche areas, it’s across the board. medicine, law, marketing/market research, data analytics, call centers. everything. first slowly and then all at once. the reason leaders are now coming out and pretending ai won’t eat jobs is because they have an ipo coming up alongside some rsi breakthroughs and they can not afford to alienate the market. make no mistake, a white collar bloodbath isn’t far away.
2:44

ai won’t take our jobs is the headline. i need to make this clear. companies across the board are forcing people out, under whatever bs they can, and expecting the current crop to do more with less due to ai. the claim was never ai on its own will replace you, a 10x ai infused dawg will replace you. that will happen more and more until they have the training data to replace the 10x dawgs. this isn’t just niche areas, it’s across the board. medicine, law, marketing/market research, data analytics, call centers. everything. first slowly and then all at once. the reason leaders are now coming out and pretending ai won’t eat jobs is because they have an ipo coming up alongside some rsi breakthroughs and they can not afford to alienate the market. make no mistake, a white collar bloodbath isn’t far away.

🍓🍓🍓

30,069 görüntüleme • 1 ay önce

$SPCX CAME BACK TO ITS IPO PRICE IN LESS THAN 2 WEEKS This is exactly what I warned you about Day 3 CT was calling it a generational buy at $228 Two weeks later it's sitting at $151, right back where it started But here's what matters now The IPO price is not the bottom It never is Every IPO in history that retraced to its opening price kept going lower before it found real support $150 is just the first stop, not the last Dont forget: I posted SpaceX IPO trap before Day 3 even peaked The structure was clear - same playbook as Tesla 2010, same result incoming What comes next for this stock is the most important move to watch this week Follow now - you'll realize how much you've been missing by not doing it sooner
0:35

$SPCX CAME BACK TO ITS IPO PRICE IN LESS THAN 2 WEEKS This is exactly what I warned you about Day 3 CT was calling it a generational buy at $228 Two weeks later it's sitting at $151, right back where it started But here's what matters now The IPO price is not the bottom It never is Every IPO in history that retraced to its opening price kept going lower before it found real support $150 is just the first stop, not the last Dont forget: I posted SpaceX IPO trap before Day 3 even peaked The structure was clear - same playbook as Tesla 2010, same result incoming What comes next for this stock is the most important move to watch this week Follow now - you'll realize how much you've been missing by not doing it sooner

bee🐝

201,971 görüntüleme • 22 gün önce

🚨 HOLY SMOKES. Sec. Scott Bessent just said that because Iran BOMBED Gulf neighbors, those countries are suddenly opening up Iranian regime BANK accounts to Treasury So he can FREEZE their assets! Checkmate playing out. 🔥 "What may prove to be FATAL mistakes the Iranians made was bombing their [Gulf] NEIGHBORS." "Who are now willing to be much more transparent in terms of the funds, or do a deeper dive in investigating the funds that are held within their banking systems." "So, we have pushed out to them the request that we want to freeze more funds of the leadership of the IRGC and any members of Iranian leadership." "The other thing that we have done is we have told companies, we have told countries that if you are buying Iranian oil, that if Iranian money is sitting in your banks, we are now willing to apply secondary sanctions, which is a very stern measure." "The Iranians should know that this is going to be the FINANCIAL equivalent of what we saw in the KINETIC activities." Bessent is an economic ASSASSIN. 🇺🇸
1:19

🚨 HOLY SMOKES. Sec. Scott Bessent just said that because Iran BOMBED Gulf neighbors, those countries are suddenly opening up Iranian regime BANK accounts to Treasury So he can FREEZE their assets! Checkmate playing out. 🔥 "What may prove to be FATAL mistakes the Iranians made was bombing their [Gulf] NEIGHBORS." "Who are now willing to be much more transparent in terms of the funds, or do a deeper dive in investigating the funds that are held within their banking systems." "So, we have pushed out to them the request that we want to freeze more funds of the leadership of the IRGC and any members of Iranian leadership." "The other thing that we have done is we have told companies, we have told countries that if you are buying Iranian oil, that if Iranian money is sitting in your banks, we are now willing to apply secondary sanctions, which is a very stern measure." "The Iranians should know that this is going to be the FINANCIAL equivalent of what we saw in the KINETIC activities." Bessent is an economic ASSASSIN. 🇺🇸

Eric Daugherty

3,183,350 görüntüleme • 3 ay önce

🚨 SOMETHING EXTREMELY BAD IS COMING TOMORROW!! In less than 24 hours, SpaceX goes public at a $1.80 TRILLION valuation. And in 10 years of trading, I have NEVER seen markets change the rules like this. Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company. The entire system suddenly became much easier to access. Fidelity reportedly dropped its minimum requirement from $500,000 to just $2,000. A 99.6% reduction. Ask yourself one question. Why do they suddenly want millions of retail investors involved right before the biggest IPO in history? Because somebody needs buyers. SpaceX reportedly reserved around 30% of the deal for retail. Almost 3 times the normal amount. And even then, demand is overwhelming supply. Now connect the dots. Everyone wants SpaceX. But money does NOT appear from nowhere. To buy $SPCX, people need cash. To get cash, they sell what they already own. → Stocks. → Crypto. → AI names. → High beta tech. Everything. And that is exactly what we are seeing right now. But that is not even the biggest part. SpaceX joins the Nasdaq 100 just 15 days after listing. Not 3 months. 15 days. That means billions of dollars of passive money will be forced to buy. Funds know this. They are positioning before it happens. This is NOT a normal IPO. This is one of the largest liquidity events in market history. We have seen this movie before. → 2000 Dotcom bubble. → 2021 SPAC mania. Massive hype. Massive demand. Then reality arrives. The question is simple. Are you buying the opportunity? Or are you becoming the exit liquidity? I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:31

🚨 SOMETHING EXTREMELY BAD IS COMING TOMORROW!! In less than 24 hours, SpaceX goes public at a $1.80 TRILLION valuation. And in 10 years of trading, I have NEVER seen markets change the rules like this. Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company. The entire system suddenly became much easier to access. Fidelity reportedly dropped its minimum requirement from $500,000 to just $2,000. A 99.6% reduction. Ask yourself one question. Why do they suddenly want millions of retail investors involved right before the biggest IPO in history? Because somebody needs buyers. SpaceX reportedly reserved around 30% of the deal for retail. Almost 3 times the normal amount. And even then, demand is overwhelming supply. Now connect the dots. Everyone wants SpaceX. But money does NOT appear from nowhere. To buy $SPCX, people need cash. To get cash, they sell what they already own. → Stocks. → Crypto. → AI names. → High beta tech. Everything. And that is exactly what we are seeing right now. But that is not even the biggest part. SpaceX joins the Nasdaq 100 just 15 days after listing. Not 3 months. 15 days. That means billions of dollars of passive money will be forced to buy. Funds know this. They are positioning before it happens. This is NOT a normal IPO. This is one of the largest liquidity events in market history. We have seen this movie before. → 2000 Dotcom bubble. → 2021 SPAC mania. Massive hype. Massive demand. Then reality arrives. The question is simple. Are you buying the opportunity? Or are you becoming the exit liquidity? I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

228,735 görüntüleme • 1 ay önce

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 görüntüleme • 1 ay önce

🚨 SPACEX IPO IS A MUCH BIGGER CASH OUT THAN YOU THINK IPO books are closing Wednesday, June 10 after market close. And the deal is already reportedly oversubscribed. Everyone thinks this is bullish. It isn’t that simple. Oversubscribed means one thing: Too much money is trying to enter one trade at the same time. And that money does NOT appear from nowhere. Funds need cash. Banks need cash. Institutions need cash. So before $SPCX even starts trading, the market has to make room for it. That is where the real damage starts. Because when one $2 TRILLION IPO becomes the hottest trade on Earth, every other crowded asset becomes a funding source. Stocks. Crypto. AI names. High beta tech. Everything retail is already holding. This is why the danger is not only the IPO itself. The danger is the liquidity rotation BEFORE the IPO. June 10 books close. June 12 listing. That gives the market almost no time to adjust. And when everyone needs cash at once, markets do NOT rotate calmly. They dump what is liquid first. Bitcoin is liquid. Tech is liquid. AI stocks are liquid. That is why this matters. SpaceX hype can be real. But the liquidity drain is real too. Most people will only see the demand. I’m watching what gets sold to fund it. That is where the warning is. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:21

🚨 SPACEX IPO IS A MUCH BIGGER CASH OUT THAN YOU THINK IPO books are closing Wednesday, June 10 after market close. And the deal is already reportedly oversubscribed. Everyone thinks this is bullish. It isn’t that simple. Oversubscribed means one thing: Too much money is trying to enter one trade at the same time. And that money does NOT appear from nowhere. Funds need cash. Banks need cash. Institutions need cash. So before $SPCX even starts trading, the market has to make room for it. That is where the real damage starts. Because when one $2 TRILLION IPO becomes the hottest trade on Earth, every other crowded asset becomes a funding source. Stocks. Crypto. AI names. High beta tech. Everything retail is already holding. This is why the danger is not only the IPO itself. The danger is the liquidity rotation BEFORE the IPO. June 10 books close. June 12 listing. That gives the market almost no time to adjust. And when everyone needs cash at once, markets do NOT rotate calmly. They dump what is liquid first. Bitcoin is liquid. Tech is liquid. AI stocks are liquid. That is why this matters. SpaceX hype can be real. But the liquidity drain is real too. Most people will only see the demand. I’m watching what gets sold to fund it. That is where the warning is. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

55,498 görüntüleme • 1 ay önce

Chris Bryant today all but admitted why the government refuses to accept legislation that makes AI companies reveal their training data: They are going to offer creators transparency legislation *later*, in return for upending copyright law & letting AI companies train on people's life's work without permission. His justification for rejecting transparency legislation: "If we're going to get to that proper compromise solution [between creators and AI companies], it's going to require all the bits of the jigsaw to be put together into a comprehensive picture." That is: if creators want to know when AI companies are using their work, they're going to have to give up their rights. There is no other way of interpreting this comment I can think of. He is saying creators can't get transparency from AI companies without giving something up. And there is nothing to give up except their current rights under the law, which compel AI companies to ask their permission before using their work. Bryant & co. have given no other reason to reject transparency legislation. AI companies are breaking the law, and government refuses to hold them to account. IMO this is awful treatment of the creative sector by the government. Commercial generative AI training on copyrighted work without a license is illegal in the UK; creators cannot enforce their rights, because training happens behind closed doors; the government won't empower creators to enforce their rights without requiring them to give up other rights. Bookmark this. I hope I'm wrong, and that this is not the government's plan - but I see no other conclusion you can draw from Chris Bryant's words here.
0:30

Chris Bryant today all but admitted why the government refuses to accept legislation that makes AI companies reveal their training data: They are going to offer creators transparency legislation *later*, in return for upending copyright law & letting AI companies train on people's life's work without permission. His justification for rejecting transparency legislation: "If we're going to get to that proper compromise solution [between creators and AI companies], it's going to require all the bits of the jigsaw to be put together into a comprehensive picture." That is: if creators want to know when AI companies are using their work, they're going to have to give up their rights. There is no other way of interpreting this comment I can think of. He is saying creators can't get transparency from AI companies without giving something up. And there is nothing to give up except their current rights under the law, which compel AI companies to ask their permission before using their work. Bryant & co. have given no other reason to reject transparency legislation. AI companies are breaking the law, and government refuses to hold them to account. IMO this is awful treatment of the creative sector by the government. Commercial generative AI training on copyrighted work without a license is illegal in the UK; creators cannot enforce their rights, because training happens behind closed doors; the government won't empower creators to enforce their rights without requiring them to give up other rights. Bookmark this. I hope I'm wrong, and that this is not the government's plan - but I see no other conclusion you can draw from Chris Bryant's words here.

Ed Newton-Rex

24,061 görüntüleme • 1 yıl önce

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 görüntüleme • 1 ay önce

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?
1:12

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?

Ricardo

423,677 görüntüleme • 2 ay önce

While it was evident to all of us that the fall of the Assad regime would be a turbulent transition, and while we should all be thankful (and we are) that minorities have so far received reassurances about their safety. However, the groups now expanding their foothold in the country do not align with Syria’s societal fabric. Foreign fighters need to go home, if we are to build a country that is inclusive of all of its citizens, they have no place in Syria, Every Syrian needs to engage in public discourse now and speak out, before its too late.
0:59

While it was evident to all of us that the fall of the Assad regime would be a turbulent transition, and while we should all be thankful (and we are) that minorities have so far received reassurances about their safety. However, the groups now expanding their foothold in the country do not align with Syria’s societal fabric. Foreign fighters need to go home, if we are to build a country that is inclusive of all of its citizens, they have no place in Syria, Every Syrian needs to engage in public discourse now and speak out, before its too late.

Rami Jarrah

539,546 görüntüleme • 1 yıl önce

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.
1:10

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Ricardo

1,615,983 görüntüleme • 6 ay önce