Ram Sharma

Investment | Life | Tech | Support Community | Pickleball | Cricket

[Ram Sharma @RamkS_Channel]

Simple X Growth Tips:

-> Post Daily.
-> Reply Daily.
-> Reply to replies.
-> Follow new people.
-> Reply to genuine DMs.
-> Appreciate people on X.
-> Learn from others, share your learnings.
#Networking
#Growth

[Ram Sharma @RamkS_Channel]

$MSFT

[Shay Boloor @StockSavvyShay]

$MSFT CEO Satya Nadella warned that the AI race cannot become a world where a few companies control the learning, labor disruption & power needed to build data centers.

Microsoft is pushing cheaper models & Copilot agents to lower costs & reduce dependence on frontier labs.

[Ram Sharma @RamkS_Channel]

Poland squad
for FIFA World Cup…….

Bialkowski, Fabianski, Szczesny; Bednarek, Bereszynski, Cionek,

Glik, Jedrzejczyk, Pazdan,
Piszczek; Blaszczykowski, Goralski,

Grosicki, Krychowiak, Kurzawa, Linetty, Peszko, Rybus,

Zielinski; Kownacki, Lewandowski, Milik, Teodorczyk

You can pick anyone
for a strong password.
🤩🙄😂🤗😁🫣😜😋
#fifa
#Soccer

[Ram Sharma @RamkS_Channel]

@amitisinvesting Same same 😀

[Ram Sharma @RamkS_Channel]

@Gubloinvestor @CathieDWood Still counting 0 😀

[Kevin W. @Brink_Thinker]

This pigeon definitely wasn’t expecting the plane to accelerate this fast!

[durvesh @BLackgold_5]

United Airlines B767 Landing Goes Wrong at Zurich Airport
What went wrong here?

[UNICORN⚡️🦄 @UnicornBitcoin]

梅西
这就是他妈的天赋

[Ram Sharma @RamkS_Channel]

Market will give you almost heart attack.. stay strong 😀

[naiive @naiivememe]

This is why only 20% of traders succeed in the market

[Ram Sharma @RamkS_Channel]

@naiivememe True

[Ram Sharma @RamkS_Channel]

1 to 9

[𝐌𝐮𝐬𝐢𝐜 - 𝐌𝐨𝐯𝐢𝐞 - 𝐀𝐧𝐝 𝐌𝐨𝐫𝐞⭐️❤️ @NgocThach74]

123456789, the teacher who designed the formation is amazing; the movement is always minimal.

[Ram Sharma @RamkS_Channel]

@BCCI Good for Shreyas, but is it good for Team India? Time will tell.
Congratulations Shreyas!
And Thanks to SKY !

[Ram Sharma @RamkS_Channel]

@sama And early days of AI as well

[Ram Sharma @RamkS_Channel]

@ValaAfshar That's great

[Ram Sharma @RamkS_Channel]

@Beno10_MFC 120

[Ram Sharma @RamkS_Channel]

@TedPillows Space

[Ram Sharma @RamkS_Channel]

https://t.co/efg6HEkxCS

[Ram Sharma @RamkS_Channel]

Writing a single 100-word email with ChatGPT consumes approximately the volume of a standard bottle of water, the global infrastructure processing AI queries is projected to use the equivalent of half the United Kingdom's annual water withdrawal by 2027, and much of that water is being drawn from regions already experiencing severe drought.

[Ram Sharma @RamkS_Channel]

Great show of wall street by Amit 👍

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since February 24. The move has triggered a wave of forced selling across crypto markets, with more than $1.1 billion in leveraged crypto positions liquidated over the past 24 hours.

2. $AVGO reported strong Q2’26 results, with revenue of $22.19B, slightly above estimates, up 48% YoY, and adjusted EPS of $2.44, beating expectations and rising 54% YoY. Semiconductor Solutions revenue came in at $15.0B, up 79% YoY, while AI semiconductor revenue surged 143% YoY to $10.8B, though it came in below buyside expectations. For Q3, Broadcom guided revenue to roughly $29.4B, ahead of consensus but slightly below buyside expectations, with AI semiconductor revenue expected to reach about $16B. The company also delivered $10.26B in free cash flow, equal to 46% of revenue, and said growth is being driven by accelerating AI demand, custom AI accelerators, AI networking, and strong operating leverage.

3. $META is reportedly considering charging up to $199.99/month for Hatch, its planned consumer AI agent, according to The Information. Hatch is described as a consumer version of OpenClaw that lets users create software tools and automate tasks with plain-language prompts, including scheduling events, sending emails, building simple apps, and generating travel itineraries. Meta is also considering a premium Hatch Plus tier that would offer 5–10x more daily usage capacity than the free version. During development, Hatch has used Anthropic’s Claude models, but it is expected to run on Meta’s Muse Spark model at launch.

4. The top 10 most active options today by contracts traded were $NVDA with 3.4M contracts, $TSLA with 3.4M contracts, $AAPL with 1.3M contracts, $AMZN with 1.1M contracts, $MSFT with 958K contracts, $META with 916K contracts, $NOK with 749K contracts, $INTC with 730K contracts, $GOOGL with 708K contracts, and $PLTR with 622K contracts. Nvidia and Tesla once again dominated options activity, each trading more than 3.4M contracts, while Apple and Amazon also saw elevated volume above 1M contracts.

5. $IREN signed a transmission connection agreement for an 800MW data center campus in Bundey, South Australia. The site includes four 330kV feeder exits, allowing it to support up to 800MW without requiring network upgrades, with energization expected to begin in 2028. The project marks IREN’s first announced Australian data center campus and would provide submarine fiber connectivity to key APAC markets, including Singapore, Indonesia, South Korea, and Japan.

6. $AAPL Apple's smart glasses roadmap has reportedly changed, according to supply chain analyst Ming-Chi Kuo. Apple’s display-equipped AR/XR glasses, which are expected to use optical waveguide technology, have reportedly been pushed back to 2029. Meanwhile, Apple’s display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027. Kuo also says Apple is shifting resources away from the Vision Pro line and toward smart glasses that may have broader mass-market appeal.

7. $GOOGL plans to use roughly $30B of its $80B equity raise to cover tax obligations tied to employee equity awards, according to The Information. That would represent nearly 40% of the total raise, roughly double last year’s amount, and about 14% of expected operating cash flow.

8. $CRWD reported solid Q1’27 results, with revenue of $1.39B, up 26% YoY, and adjusted EPS of $1.10, both slightly ahead of expectations. ARR reached $5.51B, up 24% YoY, while net new ARR grew 32% YoY to $255.8M. CrowdStrike also announced a 4-for-1 stock split, with the record date set for June 25, 2026 and split-adjusted trading expected to begin on July 2, 2026. For the full year, the company guided revenue to $5.915B–$5.959B, ARR to roughly $6.53B–$6.56B, and adjusted EPS to $4.88–$4.96, while raising its net new ARR growth outlook to 27.7% at the midpoint. Management said CrowdStrike is becoming critical AI security infrastructure, highlighting record Q1 net new ARR, strong module adoption, and its AI-driven security products as signs of an AI inflection point.

9. SpaceX $SPCX is reportedly planning to price its IPO at $135 per share, with plans to sell 555.6 million shares and raise roughly $75 billion. At that price, the company would be valued at nearly $1.75 trillion, making it one of the largest IPOs in history.

10. US data center construction spending surged 28% YoY in April to a record annualized rate of $50.7B, surpassing public transportation construction spending of $49.9B for the first time in history. Since 2022, data center construction spending has exploded 357%, compared with just 16% growth in government transportation spending. As a result, data centers now represent 2.3% of all US construction spending, highlighting how AI infrastructure demand is reshaping the construction economy.

11. Ray Dalio says AI has the ingredients of a classic technology bubble, arguing that major technological shifts often create bubbles because it is impossible for investors and companies to perfectly predict the winners. He said companies face a difficult choice: spend aggressively to capture market share, or risk underspending and falling behind. Dalio added that bubbles eventually “prick” when investors or companies need to sell wealth/assets to raise cash, turning enthusiasm into forced selling pressure.

12. The S&P 500 closed the day red for the first time in 9 trading days. The last time the S&P $SPY closed green for 10 days in a row was 1995.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Ram Sharma @RamkS_Channel]

@StockSavvyShay And that's the reason for this free fall? 🤔