Dr. Vijay Oza

Promote the health and well-being of the local population by providing easily accessible, high-quality medical care for people of all ages

[TrendSpider @TrendSpider]

BREAKING: Markets now price a ~56% chance of a rate HIKE at the next Fed meeting as Kevin Warsh speaks at Jackson Hole.

The odds of a rate hike have jumped from 35% to 56% overnight.

[unusual_whales @unusual_whales]

JUST IN: Anthropic has passed SpaceX as the favorite for the biggest IPO ever, per Polymarket⁠.com.

The shift follows Anthropic setting its total addressable market at $30 trillion, and news today of a $45 billion compute deal with Nscale.

[TrendSpider @TrendSpider]

NVIDIA $NVDA FLIPS GREEN IN AFTER-HOURS AS Q2 CALL BEGINS

🟩 +2.61%

[KHOU 11 News Houston @KHOU]

A massive overnight fire destroyed the Texas Gulf Seafood warehouse in Galveston, and firefighters are still on scene this morning.

Crews are monitoring for hot spots while investigators work to determine what caused the blaze.

Read the latest: https://t.co/O66Dt69VH5

[unusual_whales @unusual_whales]

BREAKING: Look at this.

$SPY 775 calls expiring 8/14 saw 113,000+ contracts opened just after 11 AM.

These are huge.

The overall position was valued at $35,000,000, and ran as high as 100%.

Currently sitting on an 80% gain intraday.

[TrendSpider @TrendSpider]

Elon Musk just said Tesla is moving "as fast as humanly possible" to scale and deploy Robotaxis, adding that this will be "a massive capex year" for the company $TSLA

[TrendSpider @TrendSpider]

Google Cloud Operating Income EXPLODED more than 3x YoY, while margins grew from 20.7% to 35.6% 🌶️
$GOOG $GOOGL

[TrendSpider @TrendSpider]

BREAKING: Microsoft $MSFT is committing $2.5 billion and 6,000 employees to a new subsidiary called "Microsoft Frontier Co."

The new group will focus on assisting clients with implementing AI technologies.

[TrendSpider @TrendSpider]

JUST IN: Meta $META will sell excess AI compute, competing with major cloud companies like Amazon $AMZN, Microsoft $MSFT, and Google $GOOGL

Neocloud stocks are falling on the news 🩸

🟢 $META +7%
🔴 $CRWV -10%
🔴 $NBIS -15%

[TrendSpider @TrendSpider]

Oracle $ORCL added $85B in booked future revenue in 90 days. Customers are prepaying for GPUs before the datacenters are even built.

Prepaid and customer-supplied hardware now totals $75B

Demand is so far ahead of supply that buyers are funding the seller.

[unusual_whales @unusual_whales]

There is a 68% chance that the Strat of Hormuz traffic returns to normal by end of May, per Polymarket:

[unusual_whales @unusual_whales]

JUST IN: Tim Cook of Apple, $AAPL, has bought more than a $1 million in Nike, $NKE, stock

[TrendSpider @TrendSpider]

Can you teach an old dog new chips?

$INTC joins Terafab with $TSLA, SpaceX, and xAI to build 1TW AI compute.

[TrendSpider @TrendSpider]

GE Aerospace posts double earnings beat:

~EPS: $1.57 vs $1.43 est
~REV: $12.72B vs $11.18B est

https://t.co/PAs49g83zT $GE 🔴 -1.1% pre-market

[TrendSpider @TrendSpider]

GameStop CEO Ryan Cohen bought $10.6M in shares at $21.12 avg price.

🟢 $GME +3% pre-market

[unusual_whales @unusual_whales]

BREAKING: Futures have turned sharply negative suddenly, with S&P futures down 1%, Nasdaq 100 down 1.5%, $VIX up nearly 3%.

Link: https://t.co/Jr8tIRmIIc

[Dr. Vijay Oza @Houstonian78]

Happy Thanksgiving!

[Dr. Vijay Oza @Houstonian78]

@narendramodi @PMOIndia a very happy birthday to you. We were going through our albums and found a special memory to share on your birthday. A picture of my grandfather and your mentor Babubhai Hiralal Oza.

[Dr. Vijay Oza @Houstonian78]

@loveandmedicine Adult tantrums

[Dr. Vijay Oza @Houstonian78]

Glad to be here...

[Kinder Institute for Urban Research @RiceKinderInst]

If you're unable to make it to our #KIForum with @MauriceDCox tonight, we'll be live streaming his lecture on our Facebook page. You can check it out here: https://t.co/f9gTEa7Mnj