🚀☀️🔋🚗🧠🚇

$TSLA bull since 2019. $PLTR bull since 2021

[🚀☀️🔋🚗🧠🚇 @Lootster]

@elonmusk @TrungTPhan Maybe he did think of investing in $TSLA but Bill told him he shorted it

[🚀☀️🔋🚗🧠🚇 @Lootster]

If you know, you know 🦖

[En Júpiter @En_jupiter_]

OMG

[🚀☀️🔋🚗🧠🚇 @Lootster]

@CEOswithswords 💯

[🚀☀️🔋🚗🧠🚇 @Lootster]

Quick look at 4 big players in chips & storage: 💻

Micron ($MU ), Western Digital ($WDC ), Seagate ($STX), and Intel ($INTC ).

Created this handy comparison table. All are riding the AI/data boom, but with very different financial health. High revenue growth for MU (85%+), solid margins, but valuations are stretched.

What really matters for long-term investing?
Free Cash Flow per share.

Basically, the real cash the company generates after big spending, divided by shares. It shows if they can grow, pay dividends/buybacks, or weather storms.

Simple breakdown (latest years, approx per share):

MU: Swung from big losses in bad years (-$5.60) to positive ~$1.50 recently, now exploding higher with AI demand. Strong rebound!

WDC: Volatile, negatives in downturns, improving to ~$3.50 lately.

STX: Most steady — consistently positive $3–5+ per share, reliable cash machine.

INTC: Deep negatives (-$1 to -$3+ lately) due to heavy investments. Needs time to turn around.

(Full table data from recent filings/Yahoo — cyclical industry, so trends > one year.)

Bottom line:
STX wins for stability and consistent cash generation — great for a steady long-term hold. MU has the highest upside potential right now thanks to massive AI tailwinds and FCF recovery.

WDC is in-between.

INTC looks riskiest until they prove the turnaround.

I'd personally pick MU for growth if buying today (strong momentum + AI), but add STX for balance.

Do your homework, watch cycles & valuations NFA!
What do you think — bullish on memory/storage?

[🚀☀️🔋🚗🧠🚇 @Lootster]

@abigbluebird When people talk about "remembering your roots," I respond by saying, "I'm not a plant."

[🚀☀️🔋🚗🧠🚇 @Lootster]

Elon Musk Calls ASML Europe’s Greatest Company

Elon Musk recently singled out $ASML as arguably Europe’s greatest company and said it deserves strong support.

Most people have never heard of them, yet ASML builds the only machines on Earth that can produce the ultra-tiny, high-performance chips powering modern life.

Thanks to @ASMLcompany's technology, you get blazing-fast smartphones with great cameras and all-day battery, powerful laptops that handle 4K editing and on-device AI, accurate smartwatches, advanced electric cars with autopilot, stunning gaming consoles, smart TVs, wireless earbuds, and secure chips in your credit cards.

Why does ASML dominate?

The technology is extraordinarily difficult and expensive. It took decades, billions of euros, and a unique global supply chain, including ultra-precise German optics no one else can match. Competitors tried and gave up.

Without ASML, our phones, cars, watches, and AI devices would still feel like they’re from a decade ago. Slower, bulkier, and far less capable.

Europe’s quiet superstar is silently powering the entire modern world.

[Elon Musk @elonmusk]

@NUnl ASML should be treasured and supported. It is arguably the greatest company in Europe.

[🚀☀️🔋🚗🧠🚇 @Lootster]

It reminds me of the days when you got stuck on coding problems and went there for answers. You’ll spend half an hour searching for the "perfect" solution, then another half trying to copy and paste it into your code, only to spend the rest of the day figuring out why it didn’t work! 😂 Those were the days before LLMs...

[🚀☀️🔋🚗🧠🚇 @Lootster]

@Chicky_Think My best guess is that it’s mostly a done deal, but they are just keeping a low profile about it.

[🚀☀️🔋🚗🧠🚇 @Lootster]

🤔😏

[AJ Investment Research @alojoh]

Alphabet/Google owns 5% of SpaceX.

Perhaps one should take this into account while “reassessing” the SpaceX IPO.

Incredible timing by the way 👏.

Every good hype has an arc.

An arc requires a steady supply of positive news.

I know this playbook from somewhere? 🤔

(hint: the greatest marketing genius who ever lived)

[🚀☀️🔋🚗🧠🚇 @Lootster]

@Kongkongda5882 新加坡是一个多元种族、多元文化的国家，我们自称为新加坡人。我们不会因为其他种族是少数群体而压迫他们，因为我们是一个基于正义与平等的民主社会。这是外国人永远无法理解的。

[🚀☀️🔋🚗🧠🚇 @Lootster]

https://t.co/ZaLorUx5FQ

[🚀☀️🔋🚗🧠🚇 @Lootster]

$AVGO Broadcom CEO Hock Tan Isn’t Chasing AI Hype

Broadcom just delivered strong results and reaffirmed big forecasts, yet the market reacted with disappointment. Hock Tan’s response? Ignore the noise and focus on fundamentals.

In a candid interview, Tan explained how Broadcom is deeply embedded in the AI buildout. They’re a key partner with Google on custom TPUs, helping power Anthropic’s rapid rise. He described their early bet on Anthropic as a “leap of faith” that’s paying off as the company surges ahead.

Broadcom is shipping custom AI chips to a small group of hyperscalers on a journey to reduce reliance on Nvidia GPUs. Tan emphasized out-engineering the competition, massive organic growth in AI compute, and using AI tools internally to boost engineer productivity dramatically.

Despite the frenzy, Tan stays grounded: keep investing, deliver differentiated technology, and let the insatiable demand for AI infrastructure do the rest. No distractions from M&A when organic growth is this strong.

Credit: Bloomberg Live – “Broadcom CEO on the Biggest AI Chip Bets”

[🚀☀️🔋🚗🧠🚇 @Lootster]

@shaunmmaguire Many people tend to overlook that $GOOGL owns 7% of SpaceX

[🚀☀️🔋🚗🧠🚇 @Lootster]

Source:
https://t.co/LDz7S30bE1

[🚀☀️🔋🚗🧠🚇 @Lootster]

In a recent interview with JP Morgan, @elonmusk highlighted that the U.S. has no high-volume computer memory production. @MicronTech's Idaho fab won't reach full capacity until 2028, creating a significant supply gap. This shortage, driven by AI demand, is contributing to Micron's rising valuation. $MU

[🚀☀️🔋🚗🧠🚇 @Lootster]

@The_AI_Investor Lmao 🤣

[🚀☀️🔋🚗🧠🚇 @Lootster]

In Cathie We Trust 🫠

[ARK Funds @ARK_Funds]

SpaceX could be just the beginning.

ARK's new analysis covers the initial public offering (IPO) wave we believe is building behind the headlines. The ARK Venture Fund holds positions in six companies with active IPO timelines. Each of them reached public market scale while still private.

The questions we are hearing from investors:
• Is this a one-time event or the start of a broader wave?
• Which companies are next?
• What does pre-IPO access actually mean for returns?
• How is the ARK Venture Fund positioned across the pipeline?

As of Q1 2026, OpenAI crossed $25 billion in annualized revenue. Anthropic just confidentially filed. Databricks is preparing for its own listing.

Access to the ARK Venture Fund starts at $500 via SoFi or Titan.

[🚀☀️🔋🚗🧠🚇 @Lootster]

TL;DR

The rise of agentic AI is transforming CPUs from an afterthought into a critical infrastructure bottleneck, as these autonomous systems require significantly higher CPU-to-GPU ratios to manage complex orchestration and tool utilization.

This structural shift has triggered a massive surge in demand that is outstripping current supply, leading to severe server CPU shortages, extended lead times, and increased pricing power for key players like $AMD and $INTC.

Consequently, industry leaders have dramatically raised their long-term growth forecasts, now projecting the data center CPU market will exceed $120 billion by 2030.

[Beth Kindig @Beth_Kindig]

CPUs have gone from an afterthought to becoming the AI trade’s next great bottleneck - and with $AMD, $NVDA, $ARM and $INTC circling a market that is doubling nearly overnight, the only question left is which company walks away the leader. ⬇️

https://t.co/iMwKWuJMk3

[🚀☀️🔋🚗🧠🚇 @Lootster]

If you believe that $PLTR is just a meme stock, I encourage you to take a closer look at its financials. Don't overlook the facts; consider this a friendly warning. Now is the time!

[🚀☀️🔋🚗🧠🚇 @Lootster]

@SawyerMerritt That makes sense. I won’t buy it then. 😂