YAT Money

Ex-hedgie turned builder. Sharing actionable insights on AI hardware and software stocks.

[First Squawk @FirstSquawk]

GOOGLE ANNOUNCED GEMINI 3.6 WITH PRICES SET AT $1.50 PER MILLION INPUT TOKENS AND $7.50 PER MILLION OUTPUT TOKENS.

[Wall St Engine @wallstengine]

DigitalOcean $DOCN is raising on-demand prices for select Nvidia and AMD GPUs by roughly 30% starting August 1, citing strong demand for advanced AI compute.

H100 pricing will increase from $3.39 to $4.41 per hour, H200 from $3.44 to $4.47, and AMD’s MI300X from $1.99 to $2.59.

Existing reserved contracts will keep their current rates until renewal, while new and renewed 12-month plans will also move to higher pricing.

[YAT Money @YatMoney]

Multiple sources suggest Kimi K3's real-world performance falls short of its impressive headline benchmarks. It increasingly looks like another PR stunt aimed at boosting its IPO fundraising. #Kimi

[YAT Money @YatMoney]

Nebius has a good chance of reporting modest Q2 capex and Q3 guidance because a meaningful part of the planned capex was replaced by a leasing deal with Microsoft Azure. And yes, Nebius leased from their customer. $NBIS $MSFT

[YAT Money @YatMoney]

Upcoming tech heavyweights set to list in China and Hong Kong. $KWEB #ChangXin #DRAM #HBM #MoonShot #Kimi $BIDU

[YAT Money @YatMoney]

As of the end of July, Anthropic's ARR has quadrupled to $80B within four months, yet there have been narratives of compute power oversupply and concerns about the sustainability of compute demand. Watch our for how those narratives and the market performance interact. #KOSPI $SMH $QQQ $SPY

[YAT Money @YatMoney]

$IREN

[DCD @dcdnews]

Neocloud Iren signs $2.8bn in customer contracts, raises 2026 annual run rate to $4bn+ https://t.co/kaDXucQXVR

[YAT Money @YatMoney]

Over the past weekend, the US has let the 2020 Hong Kong national emergency lapse, lifting some sanctions. China's Commerce Ministry claimed US confirmed EO 13936 would end.

As of now, core Executive Order 13936 remains in effect — Hong Kong still treated like mainland China for trade & special privileges. But we are seeing modest de-escalation & positive signal in US-China relations.
$KWEB

[YAT Money @YatMoney]

Ignore any recent tweets saying the high volume manufacturing of Vera Rubin is just delayed to October. This had been a fact at least since this April. It's either their info is too late, or their motivation is suspicious. $NVDA

[SemiAnalysis @SemiAnalysis_]

MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨

Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵

[YAT Money @YatMoney]

SOURCE: Qwen to start charging for certain agentic capabilities and deep research by the end of Q3 2026. $BABA

[YAT Money @YatMoney]

@insane_analyst A kid in his first cycle

[Shanu Mathew @ShanuMathew93]

ChatGPT’s user share fell below 50% for the first time in March per this Sensor Tower data as of May-2026

[YAT Money @YatMoney]

IBM DOWN 20%+ PRE-MARKET: IBM's surprise preliminary Q2 2026 earnings warning shows revenue missed as big enterprise deals slipped (failed to close on time) and clients got distracted by urgent cybersecurity issues, delaying decisions.

CEO Krishna: We faltered on execution amid capex shifts & security priorities. Classic lumpy enterprise tech quarter. $IBM

[YAT Money @YatMoney]

Goldman Sachs' institutional clients covered their semiconductor shorts last week. $SMH

[YAT Money @YatMoney]

BLOOMBERG: Samsung explores potential US listing via ADRs.

This could be the real reason of today's V-shape recovery in Asia market. #KOSPI

[YAT Money @YatMoney]

SOURCE: DeepSeek's in-house AI ASIC is targeting B300-level inference performance.
#DeepSeek $NVDA

[YAT Money @YatMoney]

@Techmeme @benedictevans Harness and agentic loops built using deep enterprise know-how are the real moat.

[YAT Money @YatMoney]

@punk9059 England will take care of them next week.

[YAT Money @YatMoney]

@kimmonismus I just thought of a better one: I guess they care abt their models more than AI labs'.