@AnthropicAI paying @SpaceX $1.25B/month for COLOSSUS might be the craziest number in the Sโ1. One contract > all of SpaceXโs 2025 AI infra CAPEX. Built a hyperscale cluster in 91 days. And orbital AI compute coming by 2028? @SpaceX is playing a different game.
$DDOG just crushed it: Q1 revenue topped $1B, up 32%, with EPS at $0.60 beating estimates. They raised full-year guidance to $4.3B+ and Q2 looks strong. Stock popping pre-market. Solid beat. ๐
If $OSCR is so undervalued, why hasnt the $ARKG invested in it? Seems like they are always thinking outside the box. Not saying that they are always right, but usually a company with potential, they are all over it.