Adam Goller

Michigan State

[PGA TOUR @PGATOUR]

This putt for 59 ...

HISTORY for @Mike_Kim714!

📺 PGA TOUR LIVE on ESPN+

[Wall St Engine @wallstengine]

$AMD and Anthropic signed a 2GW AI infrastructure deal covering 10s of billions of $ of MI450 systems, with deployment starting in the H1 of 2027

AMD will also INVEST up to $5B in Anthropic as milestones are met, & Anthropic will use the chips across its own DC & cloud partners

[Wall St Engine @wallstengine]

SemiAnalysis is out with a deep dive on $META Superintelligence, and they’re clearly impressed with Meta’s pace of improvement.

They think Meta may be the only major AI player on track to be world-class across data, talent, and compute.

Meta has reportedly turned its internal workforce into an RL data engine, with around 3,000 engineers working on RL tasks/environments, while also building five 1GW+ “titan” compute clusters.

SemiAnalysis says Meta’s compute ramp could give it more AI compute than OpenAI and Anthropic by year-end, while its scale-across networking could connect campuses up to 2,000 km apart.

Muse Spark 1.1 still is not at OpenAI or Anthropic level, but the note says Meta could catch or pass Google within 6 months if the current ramp holds.

[RJC @RJCcapital]

Hi @citrini for the sake of my portfolio can you please send analyst 3 to Korea so they don’t fuck things up

[DVB @DeepValueBagger]

Zuckerberg is hinting cloud computing similar to Google Cloud. Love this direction. $meta

[Fabrizio Romano @FabrizioRomano]

💙👋🏼 City fans say goodbye to Pep, John Stones and Bernardo Silva. @City_Xtra ✨

[Shay Boloor @StockSavvyShay]

@VanquishTrader I don’t think folks realize how massive the TAM is that $ASTS is trying to disrupt.

[City Chief @City_Chief]

🥹🩵 THANK YOU FOR 𝗘𝗩𝗘𝗥𝗬𝗧𝗛𝗜𝗡𝗚, PEP.

[DVB @DeepValueBagger]

Agree! 📢

[Nebius @nebiusai]

Today, we announced our Q1 2026 financial results. Here are the highlights:

- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.

We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.

Read more in our press release: https://t.co/GJkNTg8RGG

[Roman Chernin @romanchernin]

See you all tomorrow:)

https://t.co/KowAgXTHVh

[John Trades MBA @JPATrades]

$AMD bulls waiting for the market to open

[Zeta @ZetaGlobal]

The year is off to a strong start with Zeta’s 1Q results, achieving our 19th straight beat and raise quarter📈

Today, we announced:
🌟 $396M revenue, an increase of 50% Y/Y (29% growth when excluding revenue from Marigold’s Enterprise Business)
🌟 Super-Scaled Customer count up 19% Y/Y, with Super-Scaled ARPU up 21% Y/Y
🌟 Achieved the Rule of 67, and more

These wins are powered by the system we built and accelerated by our successful launch of Athena by Zeta™, which was part of our meaningful outperformance.

A big thank you to our customers – these results reflect what we’re building together. We're here to help you understand who you’re reaching, engage them in ways that work, and bring it all together in one place.

Congratulations to Team Zeta for another quarter of growth. Learn more about our 1Q 2026 earnings results: https://t.co/5liACx3JTl
$ZETA

[Mindset for Money @Mindset4Money_X]

Semi stocks today after all 4 hyperscalers blow their capex guidance out of the water

[Zephyr @zephyr_z9]

We are going to see some crazy cloud growth numbers from the hyperscalers tomorrow

[bubble boi @bubbleboi]

🫧

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces BlueBird 7 Launch Date of Sunday, April 19, Invites Retail Investors to Attend Live Launch Event at Cape Canaveral
https://t.co/qrGbqA4cD0

[High Yield Harry @HighyieldHarry]

People who told me buying the dip 2 weeks ago was too risky

[MapleLeaf Investing @MapleLeafWealth]

POV: realizing you made more in the pre market then you will at work today

[amit @amitisinvesting]

pain.