J.Luis Picazo

Prudent Investing, IT risk, Intelligence analyst.

[Joseph Carlson @joecarlsonshow]

Why does dad come home, after a long day at work where he was yelled at by his boss, and he was in bumper to bumper traffic on the way home, and he comes home and out of frustration he kicks his cat?

That's called *displacement*.

Displacement is when you select a safe and recognizable target to vent your frustration where you know there will be no blowback.

Right now Meta is the cat.

Meta is a safe and predictable target for regulators, and the public, to take out their anger and frustration about things that are issues with society in general.

Meta has done some things worth regulating. But those few things have evolved into a situation where Meta is now the perfect vessel in which society can pour it's broader anxieties into - depression, anxiety, declining mental health, isolation, polarization, etc etc. Meta is a literally perfect target for this: They are extremely huge, extremely profitable - American ran and founded, by a recognizable billionaire who has had a feature length film made about how bad he is.

Almost everything meta is being accused of pre-existed meta. Infinite scroll was a feature they never invented, it had already existed with wide-spread usage. Autoplay videos is literally how cable tv and normal television has worked for 50 years. The "problems" of social media have countless companies in involved and people to blame: Apple and Google, for one - they are the device to access Meta products, then you have advertisers, streaming services, gaming companies, snapchat, tiktok, and many more that all contribute to the issues people are pointing to of anxiety and isolation.

But all the intensity is being thrown on Meta - because in every situation like this, you can't have a lawer say the accurate thing: "This is a deeply complex multi-factor issue contributing to these sociatal problems".

How do you extract any money out of the situation by doing that? No, you must have something to blame, a big juicy target that preferably already has bad PR and has a lot of money. That's the role Meta plays.

[J.Luis Picazo @____GigA____]

Superinvestors top 10 buys the last quarter.

$MSFT $META $V $AMZN $BRK.B $SPGI $GOOG $DIS $COF $TMO

[Sean @sean_________]

Semianalysis: "Market chatter suggests $GOOG is working with $AMD on a TPU project in the v10 generation. AMD’s involvement would be the first real involvement in a custom AI ASIC project, despite having a custom silicon team. AMD has strong IP especially in advanced packaging and SoIC. Additionally, CPU IP could also be a draw given Google and its customers are pushing for TPUs with on-package CPU cores for RL workloads."
$AVGO: "We are seeing lower TPU output in 2H26 than previous expectations...For 2027, we also see lower TPU output than our previous expectation of 6mn units of TPU 7 and TPU8i. This is driven by greater allocation towards other customers."

[Sundar Pichai @sundarpichai]

Our Flash models are workhorses that offer performance at a great price. So, we're shipping updates fast to get them in developers’ hands. And now just 3 weeks after launching 3.6 Flash, 3.7 Flash shows significant gains including in coding and agentic work.

It delivers substantial improvements across software engineering, knowledge work, and web development, all with an introductory price at half the original cost of 3.6 Flash.

We've gotten positive feedback from early users, including our own engineers using 3.7 in @Antigravity, and we’re excited for you to try it there. Also available via Gemini API in @GoogleAIStudio, Gemini Enterprise & more, full list and details here: https://t.co/u2P2nEMM8F

[Lance Roberts @LanceRoberts]

"All the AI revenue is fake."

[J.Luis Picazo @____GigA____]

$GOOG reported 900M users just a couple of weeks ago...

[Sundar Pichai @sundarpichai]

1B+ people are now using @Geminiapp every month to spark new ideas and get things done. It’s our fastest growing product ever, and our 14th to hit the 1B-user mark.

Kudos to @JoshWoodward & the entire Gemini team, and thank you to everyone who has been on this journey with us - much more to come!

[Jukan @jukan05]

Korea’s DRAM export unit prices continued their upward trend during August 1–10.

[J.Luis Picazo @____GigA____]

Insiders from $TSM just made open-market buys. Seem optimistic about the company prospects 👀

[Barchart @Barchart]

JUST IN 🚨: More than 72% of S&P 500 stocks are now trading above their 200-day moving average, the strongest market breadth since December 2024 📈 🥳

[J.Luis Picazo @____GigA____]

@ParadisLabs 💯

[App Economy Insights @EconomyApp]

$BRK Berkshire Hathaway Q2 FY26.

• $4.5B in buybacks
• $GOOG is now a top 5 holding
• Cash & short-term securities: $365.5B
• Net buyer of stocks (1st time since 2022)

[Earnings Whispers @eWhispers]

#earnings for the week of August 10, 2026

https://t.co/My2Eq16qS8

$NBIS $SMCI $RKLB $CRWV $LITE $AMAT $ASTS $FLY $CSCO $PLUG $QUBT $HIMS $INFQ $COHR $GCTS $CBRS $SE $BRK.B (Saturday) $ARCO $CAVA $BETA $MLCO $CEVA $FIGR $LUNR $GPRO $ENVX $EAT $CAH $FRMI $B $AIT $BGS $TRMB $FNV $ALLO $USAR $AMCR $LQDA $NUS $ONON $CECO $WYFI $ALMR $ASND $XE $VG $BSEM $AAON $JD

[Jukan @jukan05]

SK hynix: We are actively considering additional shareholder return measures to enhance shareholder value, with the details to be finalized and announced during the third quarter.

$SKHY

[Dalius - Special Sits @InvestSpecial]

Absolute gold on the $FRPH earnings call.

Always great to see an actual investor, not just sell-side analysts, asking questions on earnings calls.

[J.Luis Picazo @____GigA____]

Nanya Technology ($2408) just dropped July revenue:

NT$43.87 billion +49% MoM +🚀+720% YoY +🚀

One single month is almost ⅔ of their entire 2025 revenue.
Pricing power is insane as old contracts roll off and new ones lock in the DRAM shortage. The stock is trading at roughly 3x 2027 earnings...

[Demis Hassabis @demishassabis]

I’ve been working towards AGI my whole life, and as we enter this pivotal moment, I’m stepping into a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow me to focus on long-term strategy, and accelerating scientific breakthroughs, including leaning into my work at Isomorphic to help cure disease.

I’m excited that @koraykv will be stepping up to lead GDM as SVP, alongside @joshwoodward and our exec team. I could not be more excited and confident about our amazing next chapter! 🚀

https://t.co/2WtlIIlTUa

[App Economy Insights @EconomyApp]

$AMD AMD Q2 FY26:

• Revenue +50% Y/Y to $11.5B ($0.2B beat).
• Operating margin 17% (+19pp Y/Y).
• Non-GAAP EPS $1.66 ($0.05 beat).
• Q3 FY26 rev guide ~$13B ($0.5B beat).

[Beth Kindig @Beth_Kindig]

Monthly AI token processing is projected to grow from 1.7 quadrillion in mid-2025 to 47 quadrillion in 2028 and 120 quadrillion by mid-2030, implying 70x+ growth over five years.

$NVDA $MSFT $GOOG $AMZN

[J.Luis Picazo @____GigA____]

For the second quarter of 2026, $AMD expects revenue to be approximately $11.2 billion, plus or minus $300 million (~$1.62 EPS).

We will know if they meet their own outlook today after the market closes 👀.

[J.Luis Picazo @____GigA____]

Three years later... The trend does not stop. $AMD keeps gaining market share from $INTC , also a little bit from $NVDA in the GPU market🙂.

[J.Luis Picazo @____GigA____]

According to the Steam hardware survey, Intel ( $INTC) keeps losing CPU market share (-0.3%) against AMD ( $AMD). In the case of GPUs, NVIDIA ( $NVDA) lost 1.3% last month against AMD (+0.9%) and Intel (+0.3%).