Are the Markets About to Fall Off a Cliff? | $META $NVDA $ANET $AMD $SPY $QQQ $GOOGL $FIG $LMND $CVNA https://t.co/OlaK9lgcNO

DATA ACCESS DEFINES AI POWER The TBPN clip featuring $NET CEO Matthew Prince highlights a structural edge in the AI race. https://t.co/8ory8G7WzV Google’s crawler sees 3.2x more of the web than OpenAI and 4.8x more than $MSFT, giving $GOOGL a materially deeper training data

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SPACE ECONOMY - PHASE 2 STACK Launch & Infrastructure $RKLB $FLY $SPCE $MDA.TO Satellite Communications $IRDM $ASTS $GSAT $VSAT $TSAT $SATS Earth Observation & Space Data $PL $BKSY $SPIR $SIDU Space Infrastructure (On-Orbit Systems & Services) $LUNR $VOYG $TRMB $VRT

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$RBRK RUBRIK IS AS CHEAP AS IT’S EVER BEEN The stock is trading around the same EV/NTM Sales multiple it IPO’d at... meaning investors are paying the same price today for each dollar of next year’s expected revenue, even though the share price is higher. That’s what it looks

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ChatGPT hitting these revenue targets likely requires scaling ads alongside subscriptions, which raises ARPU but risks making the product feel less clean than before. That creates opportunity for ad tech partners like $APP $ZETA $RDDT to monetize conversational surfaces. And it

DRAM pricing is moving vertical... and when memory moves like this, revenue and earnings power follow fast. Sharp, rapid hikes in DDR4 and broader DRAM pricing flow straight through to top line and margins for suppliers like $MU, SK Hynix, Samsung. Memory is one of the most

You can watch the FULL interview on YouTube here! https://t.co/nyUAYdoBDR

$NBIS has leaned into aggressive pricing early to win market share, but the moat is being built through full-stack AI specialization rather than raw GPU cost. As Roman Chernin explains, the company optimizes across infrastructure, orchestration, and platform layers to extract

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AI DISRUPTION FEARS... BUT NOT ALL SOFTWARE IS CREATED EQUAL J.P. Morgan flags a group of software names they view as more insulated as AI reshapes the stack, focusing on platforms with deep data moats, embedded workflows, and mission-critical infrastructure positioning. Tech &

Credit to @The_AI_Investor for the video.

Alexandr Wang, Founder and CEO of Scale AI and newly appointed Chief AI Officer at $META, explains that AI models are now helping write their own code, accelerating development cycles and creating a compounding self-improvement loop. Coding was prioritized because outputs are

Credit to @Speculator_io for the chart

Cybersecurity is getting caught in the same crossfire as the broader software selloff. As SaaS multiples compress on AI commoditization fears, security names like $CRWD $PANW $ZS $RBRK are seeing sympathy pressure despite mission-critical demand still holding up.

TOM LEE EXITED $SOFI IN HIS $GRNY ETF 🧐

$SNDK SanDisk just posted an image stamped February 24, 2026, signaling an anticipated announcement. Speculation ranges from memory pricing strength to a potential new partnership. No confirmation yet, but if material, it likely lifts sentiment across memory names like $MU,

DeepSeek kicked off the first wave of fear back in early 2025... and now it’s resurfacing again alongside reasoning models like OpenClaw. As soon as investors saw advanced reasoning improving while costs kept trending lower, the narrative came right back. If intelligence at the

Per The Information, OpenAI cut its long-term compute buildout target to about $600B by 2030 from $1.4T, signaling a reset in infrastructure expectations. It is still targeting $280B+ in revenue with a near $100B funding round backed by $NVDA $AMZN $MSFT and SoftBank. The plan