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Nobody is doing AI better than $PLTR right now. AIP has become such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double the next-fastest software peer) while still posting higher operating margins than $MSFT and $ADBE.

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Shay Boloor

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77,181 görüntüleme • 2 ay önce •via X (Twitter)

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$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.
2:19

$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.

Shay Boloor

298,816 görüntüleme • 2 ay önce

$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.
1:20

$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.

Shay Boloor

174,441 görüntüleme • 2 ay önce

Ben Rice now has a 140 wRC+ since the start of the 2025 season, and over that stretch... His OPS is better than Jose Ramirez's, his wRC+ is higher than Freddie Freeman's, and has more HRs than Vladimir Guerrero Jr. One of the 15 best hitters in the sport right now.
0:45

Ben Rice now has a 140 wRC+ since the start of the 2025 season, and over that stretch... His OPS is better than Jose Ramirez's, his wRC+ is higher than Freddie Freeman's, and has more HRs than Vladimir Guerrero Jr. One of the 15 best hitters in the sport right now.

Ryan Garcia

61,139 görüntüleme • 3 ay önce

$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.
1:32

$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.

Shay Boloor

252,033 görüntüleme • 2 ay önce

Complex tells StableRonaldo that ExtraEmily is a better streamer than Adin Ross 😳👀 “I think she’s better than Adin because she’s on the rise, has the accolades to prove it, and is more consistent at a higher clip than Adin.”
0:38

Complex tells StableRonaldo that ExtraEmily is a better streamer than Adin Ross 😳👀 “I think she’s better than Adin because she’s on the rise, has the accolades to prove it, and is more consistent at a higher clip than Adin.”

veizau

45,108 görüntüleme • 1 ay önce

Jensen: if your AI is better than the attacker's AI, you're fine. A small malicious team is never going to have more compute than OpenAI/Anthropic and certainly not more than a country. Hope Jensen is right 🤞
1:14

Jensen: if your AI is better than the attacker's AI, you're fine. A small malicious team is never going to have more compute than OpenAI/Anthropic and certainly not more than a country. Hope Jensen is right 🤞

Matthew Berman

51,502 görüntüleme • 2 ay önce

in the history of being bored and not listening, nobody has ever been more bored and not listening than Trump is right now
1:00

in the history of being bored and not listening, nobody has ever been more bored and not listening than Trump is right now

Aaron Rupar

52,903 görüntüleme • 1 yıl önce

Altimeter's Brad Gerstner and Gavin Baker argued that $SPCX SpaceX's AI compute business is scaling far faster than most investors expected. They believe the market is still underestimating the value of AI infrastructure, models, and orbital compute. Coming up right behind $AMZN AWS, $MSFT Azure, and $GOOGL Cloud?
5:12

Altimeter's Brad Gerstner and Gavin Baker argued that $SPCX SpaceX's AI compute business is scaling far faster than most investors expected. They believe the market is still underestimating the value of AI infrastructure, models, and orbital compute. Coming up right behind $AMZN AWS, $MSFT Azure, and $GOOGL Cloud?

Sam Badawi

16,157 görüntüleme • 1 ay önce

The cover of “Free Ride” in MIGHTY MORPHIN POWER RANGERS: THE MOVIE (1995) somehow has even more energy than the original. The movie is already operating at maximum 90s kid hype, and that song still finds a way to crank it higher.
1:02

The cover of “Free Ride” in MIGHTY MORPHIN POWER RANGERS: THE MOVIE (1995) somehow has even more energy than the original. The movie is already operating at maximum 90s kid hype, and that song still finds a way to crank it higher.

cinesthetic.

52,314 görüntüleme • 1 ay önce

in the history of speeches that have been read right off a sheet of paper, nobody has a read a speech off a sheet of paper harder than what Trump is doing right now
0:42

in the history of speeches that have been read right off a sheet of paper, nobody has a read a speech off a sheet of paper harder than what Trump is doing right now

Aaron Rupar

517,007 görüntüleme • 2 ay önce

Five realities that shows just how bad Europe is compared to America: ☑️Mississippi, which is the poorest state in the Union, is now wealthier than Europe’s top economy. ☑️European spending power is collapsing. Disposable income for the average American is now 80% higher than that of a UK or French citizen, and 50% higher than that of a German citizen. ☑️European companies have stagnated. When you consider that Nvidia alone is worth more than the stock markets of Germany, France, and the UK combined and is worth more than the entire Canadian economy. ☑️Europe has the lowest fertility rate of any continent. Europe will probably cease to exist in about 100 years due to its failing fertility rate. ☑️Europe, like Canada, is not competitive in high tech. There is no Canadian or European company that excels or truly innovates in AI, drone technology, space exploration, crypto or blockchain, or robotics.
1:19

Five realities that shows just how bad Europe is compared to America: ☑️Mississippi, which is the poorest state in the Union, is now wealthier than Europe’s top economy. ☑️European spending power is collapsing. Disposable income for the average American is now 80% higher than that of a UK or French citizen, and 50% higher than that of a German citizen. ☑️European companies have stagnated. When you consider that Nvidia alone is worth more than the stock markets of Germany, France, and the UK combined and is worth more than the entire Canadian economy. ☑️Europe has the lowest fertility rate of any continent. Europe will probably cease to exist in about 100 years due to its failing fertility rate. ☑️Europe, like Canada, is not competitive in high tech. There is no Canadian or European company that excels or truly innovates in AI, drone technology, space exploration, crypto or blockchain, or robotics.

I Meme Therefore I Am 🇺🇸

125,650 görüntüleme • 7 ay önce

Jynxzi leaks it's Clix x Lacy for Pro-Am next week.👀 He is doing more promo for Pro-Am right now than the actual organisers and the tournament is next week.💔
0:29

Jynxzi leaks it's Clix x Lacy for Pro-Am next week.👀 He is doing more promo for Pro-Am right now than the actual organisers and the tournament is next week.💔

Stack

47,339 görüntüleme • 12 gün önce

CPS IS A MAJOR ARM IN THE CHILD TRAFFICKING INDUSTRY The child trafficking business currently operating in the United States, is a huge illegal business that brings in more money than the illegal drug trade and illegal arms trade combined.
3:21

CPS IS A MAJOR ARM IN THE CHILD TRAFFICKING INDUSTRY The child trafficking business currently operating in the United States, is a huge illegal business that brings in more money than the illegal drug trade and illegal arms trade combined.

Redpill Drifter

17,770 görüntüleme • 2 yıl önce

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.
0:29

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 görüntüleme • 1 ay önce

very noticeable that Trump is doing his exact rally speech in Wisconsin, only sitting. Almost like he's not able to stand for a long period of time right now and the "roundtable" (nobody has spoken other than him!) is a front
0:45

very noticeable that Trump is doing his exact rally speech in Wisconsin, only sitting. Almost like he's not able to stand for a long period of time right now and the "roundtable" (nobody has spoken other than him!) is a front

Aaron Rupar

579,442 görüntüleme • 1 ay önce

Sen Josh Hawley: For All We Know Pelosi's Insider Trading Is Still Going On "That's why we had to name the bill the Pelosi Act because she is the poster child for everything that's wrong with insider trading in Congress. And for all we know she's still doing it... Nobody has made more money than her. But for that matter nobody made more money in public office then than Biden's did."
1:12

Sen Josh Hawley: For All We Know Pelosi's Insider Trading Is Still Going On "That's why we had to name the bill the Pelosi Act because she is the poster child for everything that's wrong with insider trading in Congress. And for all we know she's still doing it... Nobody has made more money than her. But for that matter nobody made more money in public office then than Biden's did."

Mr Producer

17,227 görüntüleme • 7 ay önce

Metro Tunnel is so much more than just a transport project. It'll be the catalyst to deliver more homes for Victorians, exactly in the right location.
0:22

Metro Tunnel is so much more than just a transport project. It'll be the catalyst to deliver more homes for Victorians, exactly in the right location.

Jacinta Allan

18,978 görüntüleme • 1 yıl önce

$AMZN at $250 is like $GOOGL at $200. • AWS grew 28% YoY in Q1 2026 — its fastest growth in 3+ years. • As AWS CEO Matt Garman said, AWS is growing faster in absolute dollars than $GOOGL Cloud and $MSFT Azure. • $AMZN owns 15% of Anthropic and 6% of OpenAI. The market is sleeping.
0:35

$AMZN at $250 is like $GOOGL at $200. • AWS grew 28% YoY in Q1 2026 — its fastest growth in 3+ years. • As AWS CEO Matt Garman said, AWS is growing faster in absolute dollars than $GOOGL Cloud and $MSFT Azure. • $AMZN owns 15% of Anthropic and 6% of OpenAI. The market is sleeping.

Daniel

29,050 görüntüleme • 1 ay önce

Martin explains why he thinks infrastructure will always have higher multiples and be more durable than applications. "In software, the true differentiation is technical. And that almost always comes from the actual infrastructure that software is built on."
1:26

Martin explains why he thinks infrastructure will always have higher multiples and be more durable than applications. "In software, the true differentiation is technical. And that almost always comes from the actual infrastructure that software is built on."

Jack Altman

45,064 görüntüleme • 10 ay önce