๐ค๐ The AI BOOM, Decoded For Investors
No hype. No Financial Advice - Just facts & the money angle.
Breakdowns weekly on YouTube ๐
#AI#Investing#AIStocks
๐ 425 sourced facts. 72 AI companies. 12 AI models ranked by smarts per dollar, each lab tagged with the listed company that owns it.
๐ Join free as a Spectator: https://t.co/vUX0ybqncm
#AI#AIStocks#AIModels#Investing#Stocks
๐ฅ๏ธ $16.7 billion. Up 221% in a year.
That's Broadcom's AI semiconductor revenue for Q3 FY2026 (to 2 August): custom AI accelerators and networking chips for hyperscale clusters.
Are big tech firms ordering more custom AI chips?
$AVGO
๐งญ The Intelligence Club
๐ https://t.co/BLMyLRPnC2
Friar put Q3 revenue at $10B. The $10.9B is an adjusted operating loss, per the WSJ via Reuters, not a net loss. Bloomberg's margin: -109%. ๐
๐ https://t.co/Wm0DCz3hDc
0.4% โ โ๏ธ Where the AI trade closed Tuesday 10 November 2026:
S&P 500 7,520.93 โ0.4% ยท NASDAQ 25,065.88 โ0.7%
Mixed โ 21 of 72 AI names higher, 51 lower.
Top: 005930.KS +4.7%
๐ Full screener in the reply
#AIinvesting#Stocks#markets#AI#Investing#AllFactsAI
๐ฌ Receipt from OpenAI researchers, arXiv 2606.26959. Would you have guessed within 10%? YES or NO
๐งญ Everything you need to navigate the AI decade
๐ https://t.co/O4ZiINst40
๐ https://t.co/Hw72DPQPwW
๐ข 63.3% for organizational users and 16.5% for individual users.
โ OpenAI researchers, arXiv 2606.26959, Jun 2026
๐ Source in the reply โ check it
Six sourced AI facts, free every weekday. No card.
#AI#Stocks#Investing#OpenAI#AIAdoption#EnterpriseAI#AllFactsAI๐ข 63.3% for organizational users and 16.5% for individual users.
โ OpenAI researchers, arXiv 2606.26959, Jun 2026
๐ Source in the reply โ check it
Six sourced AI facts, free every weekday. No card.
#AI #Stocks #Investing #OpenAI #AIAdoption #EnterpriseAI #AllFactsAI
โ๏ธ $7.4 billion. Up 121% in a year.
That's Oracle's cloud infrastructure revenue for Q1 FY2027 (to 31 August). The unit sells AI training and inference capacity.
Has Oracle become a major seller of AI computing?
$ORCL
+24.7% โ ๐ $CRWV is today's AI Stock of the Day ๐
CoreWeave closed +24.7% to $60.77 โ the session's biggest AI-stock mover.
๐ Full card and every number in the reply
What's your read? ๐
$CRWV #AIinvesting#Stocks#markets#AI#Investing#AllFactsAI
๐ฌ Zeng, Lu et al., arXiv 2611.07238's own number. Surprised? Reply with one emoji: ๐ฎ or ๐ฅฑ
๐ Every major model, intelligence against price
๐ https://t.co/y9X1W6BHNs
๐ https://t.co/xrXkMdXx0A
โ๏ธ Roughly 18% were identified as removable waste.
โ Zeng, Lu et al., arXiv 2611.07238, Nov 2026
๐ Receipt's in the reply
#AI#Stocks#Investing#Cloud#GPUs#AllFactsAI
๐บ๏ธ AI stock screener
๐ https://t.co/6IqbD5qbdh
$846M is GAAP interest expense, net โ not necessarily cash paid โ versus $207M of operating income. Revenue backlog was about $132.5B, and backlog is not revenue. Full sourced Q3 breakdown ๐
๐ https://t.co/ZPVQkUghFt
๐ฌ 63 of 72 AI names closed green. Participation like that is the bull case for breadth โ does it carry into next session, or fade by Friday?
๐ https://t.co/YJJIuOwn9j
+1.3% โ โ๏ธ Where the AI trade closed Wednesday 11 November 2026:
S&P 500 7,619.38 +1.3% ยท NASDAQ 25,466.19 +1.6%
Broad advance โ 63 of 72 AI names higher.
Top: $CRWV +24.7%
๐ Full screener in the reply
#AIinvesting#Stocks#markets#AI#Investing#AllFactsAI
๐งญ The Intelligence Club
๐ https://t.co/BLMyLRPnC2
What's behind the $26B concurrent placement โ and how much of it is from chip suppliers at the $74 midpoint? Google's $10B also counts toward an existing 2026 commitment. Full sourced breakdown ๐
๐ https://t.co/FjXF1cVLOu
Seven firms agreed to buy $26B of Anthropic Class N stock at the IPO price โ about $15B from chip suppliers (Nvidia ~$10B, AMD ~$2.5B) at the $74 midpoint. $NVDA $AMD $AVGO $MU $TSM
IPO or the side checks? ๐
#Anthropic#IPO#AI#Nvidia#Semiconductors#AllFactsAI#Chips#Stocks