Daily market! Investing with conviction & patience! Long term Bull! Often first wire updates on stocks I follow. Nothing I say & share is financial advice .
Everyone's talking about AI agents.
The companies winning with them are too busy shipping.
Great energy from @wandb by @CoreWeave today in NYC—packed room, honest conversations, and builders sharing what's actually working in production. #NYTechWeek
Join us live from #NYTechWeek, streaming here on X at 5 PM ET.
Tune in for The Future of AI Personalization, with leaders from Zeta, Columbia University, and the David A. Steinberg AI Institute.
Explore how AI, data, and identity are converging to power smarter, real-time customer experiences – and what's next for marketers.
See you there 👋
"The model was never the hard part."
We’re introducing Physical AI Workbench for everything in physical AI that isn’t the model: @nvidia Cosmos 3, Isaac Lab, GR00T, and other physical AI tools, pre-wired, agent-driven, open source.
https://t.co/YGiLnaoIec
25 Years of Space Station Science! 🧪🔬🔭
Explore and download this infographic exploring 25 years of continuous human presence and groundbreaking research aboard the space station. https://t.co/picdtTcHhI
$Abcl Cool off and resistance to $7 was expected. Now all eyes on tomorrow's presentation! Let's go!
https://t.co/1AnmDW9Cca
You can sign up for a live webcast !
NVIDIA Nemotron™ 3 Ultra is now live on Nebius Token Factory.
It’s built for long-running agents across coding, deep research and enterprise workflows. Nemotron 3 Ultra delivers frontier reasoning with up to 5x faster inference and up to 30% lower cost for agentic workloads.
For builders, the next question is production: performance, reliability, economics and control.
Run it today: https://t.co/Jjm8SfLRRH
What keeps a reactor safe? In Oklo’s Aurora powerhouse, safety is built into the physics. Inherent physical responses automatically stabilize the reactor under changing conditions. That means the same forces that drive the operation also stabilize it.
These principles were proven 40 years ago in reactors like Experimental Breeder Reactor-II & Fast Flux Test Facility. Now, those same principles are the foundation for Oklo’s fast reactor technology today.
Proven in practice, not just theory.
Learn more: https://t.co/043kh2yG0Y
Morgan Stanley came away from Computex 'more bullish on Nvidia's leadership' $NVDA
After having attended Nvidia's Computex keynote as well an analyst Q&A in Taiwan this week, Morgan Stanley came away "more bullish on Nvidia's leadership in GPUs as well as the emerging CPU growth opportunity," the analyst tells investors.
The firm, which argues that Nvidia "stands out as the best value in the processor group," keeps and Overweight rating and $288 price target on shares.
Big News: Dr. Anant Vinjamoori is joining as the Chief Medical Officer of @wearehims!
An expert in longevity and preventive medicine, he’ll shape the clinical guidelines at Hims that help more men feel great at every stage of life.
Read more here: https://t.co/59L0xqcEYK
$Abcl Cool off and resistance to $7 was expected. Now all eyes on tomorrow's presentation! Let's go!
https://t.co/1AnmDW9Cca
You can sign up for a live webcast !
Rocket Lab $RKLB price target raised to $129 from $98 at Clear Street
Clear Street analyst Greg Pendy raised the firm's price target on Rocket Lab to $129 from $98 and keeps a Buy rating on the shares.
Rocket Lab is positioned for increasingly accelerating growth through 2030, benefiting from industry-wide launch under supply that is expanding backlog opportunities, the analyst tells investors in a research note.
The firm added that the company has an advantage in infrastructure, and that its core business is nearing profitability.