Alpha Seeker

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[Alpha Seeker @AlphaFlowSeeker]

@Speculator_io List is way to long
Given us your picks in each category

[Serenity @aleabitoreddit]

Uhh chat, did we accidentally AI bottleneck-pill Warren Buffett's $BRK.B successor Greg Abel?

[Alpha Seeker @AlphaFlowSeeker]

@Kente_Clarke Tae Kim was wrong

[Alpha Seeker @AlphaFlowSeeker]

@Kente_Clarke Any specific CBRS news driving this ?

[Alpha Seeker @AlphaFlowSeeker]

Nscale has already named Nokia its preferred global networking partner across data center switching, IP routing and optical networking.

[JP Insights @jpinsights]

This is a pretty interesting $NOK read-through.

@josephinvesting with the Nokia alpha as always.

Anthropic is reportedly committing $45B over six years to ~460MW of Nscale compute capacity. Nokia invested in both Nscale's Series B and Series C, and more importantly, Nscale has already named Nokia its preferred global networking partner across data center switching, IP routing and optical networking.

We don't know yet whether Nokia will supply the West Virginia build specifically, so I wouldn't call this an order.

But if Nscale keeps turning into a serious AI hyperscaler, Nokia picked a very good company to invest in and partner with.

[Alpha Seeker @AlphaFlowSeeker]

@downingARK Stock down after hours

[Alpha Seeker @AlphaFlowSeeker]

@firstadopter Worst service at our local location
Will never return

[Alpha Seeker @AlphaFlowSeeker]

@MilkRcg Silver lake gonna buy workday

[Alpha Seeker @AlphaFlowSeeker]

$SIVE

Baby steps …..

https://t.co/Ve1A0H0WYY

[Leif | Investing @LeifInvests]

MICHAEL BURRY IS COOKED 😭

His recent short positions:
$NBIS $ORCL $MU $NVDA $PLTR

$NBIS is ripping heading into earnings. 🥊

The rest?
DO NOT SHORT THEM. 😭🤜😵

Burry picked the wrong stocks to short.

[Alpha Seeker @AlphaFlowSeeker]

@insane_analyst Who are the certain types of investors interested in CBRS ?

[Alpha Seeker @AlphaFlowSeeker]

Good for the AI trade

https://t.co/EPhfYHkpwD

[Alpha Seeker @AlphaFlowSeeker]

@firstadopter Maybe $ORCL can get a bid. Good news should flow to them

[Alpha Seeker @AlphaFlowSeeker]

@Kente_Clarke What’s your take on $MRVL ?

[Hardik Shah @AIStockSavvy]

$APLD | BlackRock Discloses 4.3% Beneficial Stake in Applied Digital

[Alpha Seeker @AlphaFlowSeeker]

@smartertrader Yeah no one is backstopping $ORCL on this nvidia/OAI deal.

[Alpha Seeker @AlphaFlowSeeker]

@negligible_cap Now only if they could help $ORCL

[Alpha Seeker @AlphaFlowSeeker]

@StockSavvyShay Ho hum reaction in after hours
Need more get this stock moving again

[Andrew Feldman @andrewdfeldman]

Today, @AMD and @cerebras announce a historic partnership.

A new disaggregated inference architecture that combines the best of both worlds:

AMD Helios for world-class prefill performance and the Cerebras Wafer-Scale Engine for the industry’s fastest decode.

For years, AI inference forced a tradeoff between throughput and latency.

Developers don’t want that tradeoff. Neither do users.

The result of our partnership is an entirely new performance envelope for frontier AI: ultra-low latency at massive scale.

Faster AI changes what developers can build.
Richer user experiences.
Faster software development, robotics innovations and scientific discovery.

Entirely new classes of applications that simply weren't possible when inference is slow.

Proud to partner with @LisaSu and the AMD team again.

[Alpha Seeker @AlphaFlowSeeker]

@Kente_Clarke $AMD not doing so well though