Tickr

Cars, golf and trading

Not financial advice

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Did say it was robotics

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@Kalshi It'll probably be announcements centered on robotics and physical AI, alongside deep infrastructure partnerships with SK, etc. Jensen literally just teased that they are outlining a massive collaborative ecosystem for tomorrow morning

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$NVDA holders really being tested with that push to 209 and back down 😂

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@CleanLineAlpha @Polymarket I expected him to say go buy AMD stock as well

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@PolymarketMoney Can't wait for the 'Bitcoin drops 3% because of a minor trade dispute' tweet tomorrow.

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@Kalshi Let’s see what happens during normal market hours, should be an interesting week

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@HaneyMeda @BladeDefi Yes, however, current world events (as important as they) are aren’t really as big of catalysts as tariffs and Covid for the stock market.

To add on, the war has sadly been on going a while now it didn’t (as) dramatically impact markets as aforementioned events.

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@Mr_Derivatives Think il be weighting until the dust settles and all insiders have used retail as some sort of exit liquidity

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@Kalshi It'll probably be announcements centered on robotics and physical AI, alongside deep infrastructure partnerships with SK, etc. Jensen literally just teased that they are outlining a massive collaborative ecosystem for tomorrow morning

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@StockSavvyShay Shortages are a known macro constraint at this point, but tomorrow is probably about robotics. Jensen literally just teased that they are announcing deep industrial AI and robotics partnerships with SK Group.

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@StockMKTNewz Nothing new for the near term. HBM capacity is notoriously sold out for the foreseeable future, so Jensen is just reiterating supply constraints we're already trading on.

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@vnkumarvnk Probably going to be robotics deals. He's heavily pushing 'Physical AI' right now, so a major manufacturing or automation partnership makes perfect sense.

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@Mr_Derivatives Both are going to be very interesting, especially $ORCL Looking to see how much their push into agentic workflows is affects them. They’re matching $NOW playbook by embedding agents straight into Fusion Cloud, which changes their enterprise growth profile.

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@financialjuice He just landed in Seoul and confirmed SK Hynix and Samsung cleared qualification for Rubin's HBM4. Sounds like the 'surprises' he teased are major robotics and physical AI deals next.

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@KobeissiLetter Important nuance here: while the market might react positively at first, a government stake introduces regulatory strings.

Big institutions and market makers generally shy away from heavily regulated sectors.

Short-term bullish, long-term bearish.

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@DeFiTracer Of course Jensen is bullish on these IPOs $NVDA is selling the pickaxes for their gold rush. If OpenAI, Anthropic, and SpaceX are successful, their first move will be dumping that capital straight back into Nvidia GPUs for more data centre capacity. It’s a closed loop

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@FinanceLancelot You’re conflating two things. turbovec shrinks vector database embeddings (for RAG) and context cache, not the actual base model weights. Large reasoning models like Opus, etc still need huge VRAM for their parameters. The market reaction is just a broader tech selloff

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@optionscjp Personally see the market just moving sideways all week retail happy that Trump is looking to boost AI sector with government investment, institutions and market makers unhappy about the extra regulations they’ll face, it’ll just be choppy, hopefully make some money on the gaps

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@StockOptionCole It has to be OpenAI. Sam Altman literally pitched the idea of the government taking a stake to policymakers. Meanwhile, Anthropic doesn't seem keen on letting the government step in without major restrictions.

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@LeopoldATracker Institutions and market makers won't look kindly on IPOs for AI companies tied up in government equity and regulation. If the US stifles its own labs, the capital that would have stayed here will flow to less regulated foreign competitors like China’s own labs