$NVDA leads the list of our weekly trade ideas.
Earnings on Wednesday after the bell.
This trade structure harvests the post-print IV crush in the bullish direction without needing the upside to break a specific strike.
See more at https://t.co/lBShCT4791
$GOOGL just dropped the mic on Q1
Google Cloud exploded 63% YoY, backlog basically doubled, and they cranked capex guidance even higher
Management is all-in on compute
The data center party just got another round of champagne
Someone explain to me why $MSFT has $80B of Azure orders it can't fulfill because of power. And people are still arguing about whether $VRT is overvalued. https://t.co/XA4jXbeJy0
Reviewing $INTC earnings.
DC and AI revenue up 22% YoY to $5.1B. $GOOGL locked in multi-gen CPU commitments two weeks before the call.
Agents need orchestration. CPUs are back.
https://t.co/zjYrBYOn6m
SpaceX has Colossus and the GPUs. They spent $10B anyway on a coding app with 50 employees to find out if developer data is the ingredient xAI can't replicate.
$60B if yes. Walk if no.
https://t.co/CBJp4xWOck
SpaceX has Colossus and the GPUs. They spent $10B anyway on Cursor, a coding app with 50 employees, to find out if developer traces are the ingredient xAI can't replicate.
$60B if yes. Walk if no.
https://t.co/CBJp4xWOck
SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.
The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.
Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
@MrMikeInvesting Jensen's five-layer cake is brilliant, and the energy base gets even stronger with powerhouses like $BE, $POWL, $CEG, and $VST keeping the lights on.