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@pradeeepk
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This is interesting H100 spot prices spiked post opus 4.5 launch Anthropic primary cloud provider is $AMZN
H100 rental prices are up only since Claude 4.5 Opus launch
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$AMZN not opening up to external agents makes sense
Two days ago, OpenAI clarified the transaction fee it will charge Shopify merchants with its Instant Checkout product: 4%. This reinforces my argument that (independent) agentic commerce is a mirage: many Shopify merchants run on incredibly thin margins (3-8% net) and simply
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We meet Harry Truman whose nomination as VP in 1944, was a move by the Democratic Party to put in a man of character behind the ailing FDR. Listening to "Harry Truman: The Nonaccidental, Accidental President" at
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2026 is huge year for ASICs ASICs will take 7% incremental share vs GPUs Big year for $AVGO
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Long $AMZN
News: Anthropic inference costs (Google and Amazon servers) were 23% higher than the company expected
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*APPLE MULLS RUNNING CHATBOT DIRECTLY ON GOOGLE CLOUD, TPU CHIPS N market sells off $AVGO $AAPL $GOOGL
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Note mediatek TPU v8 is delayed to 2027 $AAPL Siri will run on $AVGO TPUs
$AAPL plans to relaunch Siri as its first true AI chatbot Campos in 2H 2026 with an unveiling expected in June and a September release. Apple is considering running Campos on $GOOGL Cloud using TPUs and Gemini models signaling a shortcut to scale its AI capabilities faster.
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Long TPU via $AVGO
$AAPL plans to relaunch Siri as its first true AI chatbot Campos in 2H 2026 with an unveiling expected in June and a September release. Apple is considering running Campos on $GOOGL Cloud using TPUs and Gemini models signaling a shortcut to scale its AI capabilities faster.
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$AVGO management has given very bullish comments to 3 banks post earnings UBS, Bernstein & TD Cowen Summary is -Demand is very strong. They said they will beat all expectations they have seen -Order book is much higher now vs what was disclosed in last earnings -Not worried
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$GOOGL needs to train this model in H1 2026 with $AVGO TPUs $APPL probably placing ASIC orders now with $AVGO to run them
*APPLE TO REVAMP SIRI AS ITS FIRST CHATBOT IN SECOND HALF OF ’26
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Does anyone have latest TD Cowen note on $AVGO post meeting the CEO
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Trendforce saying server shipments seen +13% in CY26 ( $INTC $AMD ) with AI servers +28% accelerating from 8% and 24% in 2025. ASIC -based AI servers seen capturing 28% share (from 21% in 2025., implying >70% growth, + $AVGO $MRVL $GOOGL ) with GPU’s capturing 70% share (vs 76%
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$NFLX trades at 25x 2026 EPS at after-hours price Too cheap given early ramp in ads business
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$NFLX earnings was fine The guide is fine given where the multiple is This will work out ok
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Here’s my bullish take on $NFLX earnings - The company now has over 325 million paid subscribers worldwide. - Netflix's advertising business more than doubled its revenue in 2025, reaching $1.5 billion (up from 2024). - Netflix expects its ad revenue to roughly double in 2026,
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Demis on $GOOGL TPU vs $NVDA GPU Prefers TPUs for training & servicing models Uses GPUs to explore new things Starts at around 44mins $AVGO https://t.co/2zrlhgs1Cr
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From $WIX base44 founder $CRM
Just heard of a customer that terminated a $350k contract with Salesforce for the custom solution they built on top of base44 I’ve been getting those stories on a ~weekly basis now
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Anthropic is winning enterprise AI Long $AMZN $AVGO
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