Roger
@rdd147
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ChatGPT 5 just became the most unremarkable $50 billion spent to date. $nvda $meta $tsla $goog
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$PTON Peloton to become Peloton Ai in hopes of bringing back customers.
bloomberg.com
Peloton Interactive Inc. is planning its biggest product upgrades in years, a bid to rejuvenate sales with refreshed hardware, new accessories and artificial intelligence.
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This means another $6 billion write off in Q3 for new orders produced. $nvda. $AMD unlikely to have a write off since it was just granted approval.
🚨 CHINA TO BAN PUBLIC RELEASE OF LLM TRAINED ON US TECHNOLOGY. 🚨 . All new PUBLICLY released models MUST be trained on HUWAWEI . $nvda $amd.
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🚨 CHINA TO BAN PUBLIC RELEASE OF LLM TRAINED ON US TECHNOLOGY. 🚨 . All new PUBLICLY released models MUST be trained on HUWAWEI . $nvda $amd.
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🚨 BREAKING DEEPSEEK .CANCELS NVIDIA🚨 . DEEPSEEK DELAYS NEW MODEL AFTER SHUTTING DOWN $NVDA SERVERS AND SWITCHING TO HUWAWEI. $nvda $amd $avgo $meta $pltr.
techspot.com
DeepSeek's R1 model shook the AI industry when it arrived in January over claims it was trained on 2,048 Nvidia H800s and at a cost of $5.576...
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$Open OpenDoor exploding +17% on rumors it’s moving from buying real estate to buying $btc.
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Magnificent 7 + $AVGO concentration in indexes explode to new ATH today in sell everything, buy Ai rally. Nasdaq $QQQ.68.2%. S&P 500 $SPY.36.6%. $TSLA $META $GOOG $AMZN $AAPL $MSFT $NVDA
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Trump to provide $MP materials up to $1 billion to help juice its stock price in the US Sovereign Wealth Fund.
ajot.com
The Trump administration is proposing nearly $1 billion in funding to speed the development of U.S. critical minerals and materials, used in everything from electric vehicle batteries to semiconduc...
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Top NM Investment Official in Charge of States Investment Account (Wealth Fund) Decides To Let It Ride the Ai Wave Another Year After Exploding Gains To $64B. $spy $qqq $nvda $tsla $pltr $mstr
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Shark Tank showing people how easy it is to replace entire software programs for a couple bucks a month. Hundreds of thousands of jobs are about to be lost in bankruptcy within months. Wow. $MSFT and $AMZN are going to be in deep trouble with AWS and Azure as these companies.
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Tesla $TSLA Model Y and 3 still struggling to sell (regardless of X stories). Brand new cars lining California roads with tow stickers.
thecooldown.com
Photos posted on Reddit's r/RealTesla show rows of brand-new Teslas lining city streets in Long Beach, with bright red stickers warning that the cars could be towed.
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xAI cofounder abandons the company seeing opportunities elsewhere. Tesla $TSLA.
cnbc.com
Igor Babuschkin, who helped start xAI in 2023, said in a post on X that he's leaving the artificial intelligence startup to launch his own venture firm.
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We now have PhD level Ai available in our home after nearly $1 Trillion of spend. Key facts. (1) Nobody gives a shit. (2) Nobody is going to pay for it. $nvda $tsla $pltr $meta $amzn $crwv.
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There’s gap concerns in the CV $nvda.
Jensen Huang created Nvidia from nothing. He’s humble. He didn’t award himself unreasonable compensation that was later struck down by the courts. He doesn’t curse out politicians, media, or competitors. He doesn’t act out like a toddler. He cares about his employees, customers.
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American Households continue to put a $50 upper limit to spend monthly on an Ai item such as robots and FSD. $nvda $tsla $aapl $meta. A non-subscription humanoid robot would need to be priced under $5k.
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OpenAI and Grok will be bankrupt before you know it. Absolutely no path to meaningful revenue. Free consumer use and free government use with a race to the bottom pricing enterprise. More chips don’t fix that. $nvda $tsla $meta $goog $pltr
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🚨 All but 2 Fed chairs have now said no cut in September. $spy $qqq $iwm.
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