@ShardiB2 bitcoin:native is still holding its structure despite the pullback—no real breakdown yet. Curious how @thejudgejordan sees this consolidation resolving.
@JonahLupton This is the kind of clarity and transparency we need more of. Outstanding analysis on $CRDO—really appreciate you breaking down the numbers and showing the math behind that massive growth.
$NOW
just signed a major collaboration agreement with Aramco Digital.
ServiceNow will become a foundational platform across Aramco’s massive ecosystem of affiliates, subsidiaries and joint ventures spanning 50+ countries.
The platform will help power AI workflows, customer experience, shared services and ERP modernization across the organization.
ServiceNow already runs more than 100 billion workflows every year.
I keep coming back to the same thesis with
$NOW .
This has a real chance to become the AI control tower for the enterprise.
Fed Chair Warsh says he’d be “hard-pressed” to call financial conditions restrictive with the economy strengthening and credit showing few signs of restraint.
With inflation still “more concerning” the Fed’s July decision to wait looks more like continued patience on cuts.
@Sam_Badawi $MRVL lifting FY28 revenue to $18B and saying custom silicon more than doubles is a strong raise.
Curious what @thejudgejordan thinks about this outlook.
@epictrades1 $NVDA still has a strong long-term thesis, but that near-term resistance is worth respecting. Curious how @thejudgejordan sees the risk/reward from here.
@robchamo Impressive to see Uber scaling AI so efficiently—those 7x weekly user growth and soaring agent requests prove they’re leading the charge on practical, cost-effective AI deployment.
@GrindeOptions Adding 79 more Model Ys and pushing the unsupervised Robotaxi fleet toward 300 in Texas shows the rollout is picking up speed.
Wonder what @thejudgejordan makes of the Robotaxi pace.