Farvour

[Farvour @ClaspTime]

@teacher_mom03 Dipped in DP maybe 😆🤣🥹

[Daily Faceoff @DailyFaceoff]

Still one of the best NHL commercials ever produced.

📹: @NHL

[Farvour @ClaspTime]

@JosieAve Ok on it !

[Farvour @ClaspTime]

@JosieAve look !!!! 😆🤣

[Farvour @ClaspTime]

@JosieAve Umm just what do you mean by “play”!? 😀😆

[Farvour @ClaspTime]

@teacher_mom03 R u looking for the Dr Pepper spiritual wisdom healer ? 🤣

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[Quiver Quantitative @QuiverQuant]

BREAKING: We just released a dashboard that lets you track stock trades filed by President Trump.

You can see which stocks have risen the most since being bought or sold.

Link below.

[Investing visuals @InvestingVisual]

$MU revenue growth is mind blowing:

• 2023 - $15B
• 2024 - $25B
• 2025 - $37B
• 2026 - $110B (est.)
• 2027 - $175B (est.)

$NVDA Rubin Ultra will likely push that even higher as it ramps beyond 2027.

[Farvour @ClaspTime]

@JosieAve It was 1993 the Habs but the flames almost won in 2004 senators in 2006 and oilers in 2007 and the past 2 seasons

[Farvour @ClaspTime]

@JosieAve Josieeeeeeeeee ……. :/ boooooo 😝

[Colorado Avalanche @Avalanche]

For Claude.

Written and voiced by Kyle Keefe.

[Farvour @ClaspTime]

@JosieAve Congrats ! Awesome !!

[Farvour @ClaspTime]

@teacher_mom03 You must be so sad !!!

[Farvour @ClaspTime]

@kurks91 I haven’t tweeted in months and when I do u still don’t get it ???? 😭😅

[Mikli @CryptoMikli]

Kevin O’Leary says almost nobody can beat the S&P 500 by picking individual stocks

“If you think you’re so good that you can pick stocks and beat the index, give it a try and learn the hard way. Virtually nobody beats the index”

“What you should do is make it easy for yourself. Maybe put $1,000 into one account where you pick stocks, and another $1,000 into SPY, the ETF that tracks the entire S&P 500”

“And then you’ll find out the hard way that you’re not that good. 90% of the time, you can’t beat it, so you might as well join it and stop trying to pick stocks”

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. $NVDA reported a massive Q1 2026, with revenue reaching $81.6 billion, up 85% year over year. Data Center revenue hit $75.2 billion, up 92%, while EPS rose 135% to $1.87. Gross margins expanded to 75%, up 14% year over year. Nvidia also guided for $92 billion in Q2 revenue, announced a new $80 billion share buyback, and increased its quarterly dividend from $0.01 to $0.25 per share. The stock was slightly down to flat after hours.

2. SpaceX officially filed for a Nasdaq IPO under the ticker $SPCX, giving investors the first full public look at the combined SpaceX, Starlink, X, and xAI company. The filing shows 2025 revenue of $18.67 billion, up 30%, but a $4.94 billion net loss after posting a $791 million profit in 2024. The company reported 9,600+ Starlink satellites, about 10.3 million Starlink subscribers across 164 countries, 1GW+ of AI compute nameplate draw, roughly 350 million daily posts, and 550 million monthly active users. Anthropic has also agreed to pay SpaceX $1.25 billion per month through May 2029 for AI compute capacity, with ramping in May and June 2026 at a reduced fee. SpaceX will be a controlled company, with Elon Musk serving as CEO, CTO, and chairman while retaining 85% voting control, meaning he can control major shareholder decisions and the company does not expect to pay Class A dividends anytime soon.

3. $PEP plans to raise prices on smaller chip bags as PepsiCo faces higher costs in the U.S., continuing the broader trend of food companies passing inflation and input cost pressures on to consumers.

4. $GOOGL just announced a new $15 billion investment to build AI infrastructure in Missouri, expanding Google’s U.S. data center and AI compute footprint as competition around AI capacity continues to accelerate.

5. OpenAI is reportedly preparing to file for an IPO as soon as Friday, according to WSJ. The company is working with Goldman Sachs and Morgan Stanley on a draft prospectus and could file confidentially with regulators in the coming days or weeks. OpenAI is aiming to be ready for a public listing as early as September, though the timeline could still change. The move comes after OpenAI cleared a major legal hurdle in Elon Musk’s case against the company.

6. $BABA Alibaba announced a new AI chip called the Zhenwu M890, which Alibaba says delivers 3x the performance of its previous-generation Zhenwu 810E chip. According to CNBC, the new processor includes 144 GB of GPU memory and interchip bandwidth of 800 GB per second, highlighting Alibaba’s push to strengthen its in-house AI infrastructure and compete more aggressively in the AI compute race.

7. Anthropic’s Q2 revenue is reportedly set to more than double to $10.9 billion, with the company also expected to post its first operating profit, according to the WSJ. Q2 operating profit is projected at $559 million, a major shift from prior investor materials that did not expect full-year profitability until at least 2028. WSJ says the figures were shared with investors during an ongoing funding round that could push Anthropic’s valuation above OpenAI’s. One caveat is that Anthropic may not remain profitable for the full year as compute spending ramps, and the operating profit figure excludes stock-based compensation.

8. April FOMC minutes showed officials generally expect the rate pause to last longer than previously anticipated, with many favoring the removal of the easing bias from the statement. A majority said further policy firming could be appropriate if inflation remains persistently above 2%, with upside risks tied to energy prices, tariffs, and Middle East uncertainty. Several officials said rate cuts could still come later this year if the conflict eases and inflation pressures fade. Labor market conditions are expected to remain stable in the near term, though downside employment risks remain. Almost all officials supported holding rates at 3.50%-3.75%, while one preferred a 25 bps cut.

9. China reportedly added Nvidia’s $NVDA China-specific RTX 5090D V2 gaming chip to a customs banned list last week during Jensen Huang’s visit to Beijing, according to FT. The chip was designed to comply with U.S. export controls and is used by gamers, animators, and AI developers for smaller workloads. The banned list also initially included Nvidia’s H200 and H20 AI chips. Even after U.S. approval for H200 sales to firms like Alibaba and Tencent, shipments remain blocked by Chinese customs.

10. Jeff Bezos in a new interview said today that higher taxes on the wealthy will not solve America’s fiscal problems, arguing that even doubling the billions he already pays would not address the underlying issue of government policy. He also said he plans to give away most of his wealth during his lifetime. Bezos criticized government inefficiency by comparing it to Amazon, saying that if Amazon operated like New York City’s school system, packages would take six weeks, cost $100 to deliver, and still arrive with the wrong item. He also said space data centers are “very realistic” and “will happen,” though a 2-3 year timeline is probably too ambitious.

11. $MU said at JPM’s Boston conference that demand continues to grow and is still outpacing both Micron’s and the industry’s ability to supply because of persistent structural factors. Management emphasized that “cost is a religion,” the balance sheet has “never been stronger,” and the company remains focused on meeting customer demand with higher-quality products. Micron also said strategic customer agreements are helping improve planning and visibility. The company added that its financial outlook has strengthened since the last earnings call and that it is on track for another substantial record free cash flow quarter in fiscal Q3.

12. $INTU reported a strong Q3 while also announcing plans to cut more than 3,000 roles, or about 17% of its workforce. Revenue came in at $8.6 billion, up 10% year over year and above estimates, while adjusted EPS of $12.80 also beat expectations. Intuit raised its FY2026 guidance to $21.34 billion-$21.37 billion in revenue and $23.80-$23.85 in adjusted EPS, while guiding Q4 EPS well above estimates.

WALL STREET IS THE GREATEST SHOW ON EARTH.