Anantha Krishnan

These are my personal views and may have investments in stocks at some point of time. No recommendation. Retweet is not an endorsement of views.

[Charlie Bilello @charliebilello]

Global Central Bank Update:
-The ECB hiked rates for the first time since 2023, 25 bps move up to 2.25%.
-Denmark hiked rates for the first time since 2023, 25 bps move up to 1.85%.

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says partnerships with SK Hynix & SK Telecom could bring hundreds of billions of dollars of business to South Korea.

He also said SK Hynix doubling wafer capacity by 2030 still “is not enough” which tells you how extreme AI memory demand has become.

[BridgeMind @bridgemindai]

GPT 5.5 and Claude Opus 4.8 are dominating coding benchmarks.

Chinese open source models like Kimi K2.6, MiniMax M3, and GLM 5.1 are insanely behind.

People keep saying that open source is catching up.

That's not true.

Claude Mythos and GPT 5.6 are both about to drop.

The gap is about to get even wider.

[Elon Musk @elonmusk]

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.

Also, altitude will be 350km vs 550km, so min latency can be cut in half.

Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.

[Stocks World @anandchokshi19]

Memory chips have become one of the market’s hottest trades of 2026.

Since January:
◾️ SanDisk: +516%
◾️ Micron: +208%
◾️ SK Hynix: +245%
◾️ Samsung: +147%

Meanwhile, the S&P 500 is up 11%.

As AI demand continues to drive the need for high-bandwidth memory and storage, investors have increasingly concentrated on the companies supplying the industry’s critical components.

[Yahoo Finance @YahooFinance]

SpaceX is aiming to sell $135 share for its record-breaking $75 billion IPO, according to Reuters. The company hopes to sell nearly 555.6 million shares. 🚀

[Evan @StockMKTNewz]

Cathie Wood and Ark Invest bought 300,017 shares of Nvidia $NVDA today

Cathie Wood and Ark Invest sold 110,207 shares of $AMD today

[Shay Boloor @StockSavvyShay]

$NVDA STOCK PORTFOLIO REVEALED

1. $INTC 52%
2. $CRWV 20%
3. $SNPS 10%
4. $COHR 10%
5. $NOK 7%

[Barchart @Barchart]

WARNING 🚨: Stock Market reaches most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀

[Cline @cline]

The new MiniMax-M3 is their first model to have 1m context, multimodal, and agentic coding capability.

Congratulations to @MiniMax_AI for the breakthrough in sparse-attention architecture cutting compute & cost to 1/20th their previous generation.

Free to try in Cline now!

[WSJ Tech @WSJTech]

Anthropic, the $965 billion-valuation artificial intelligence lab, has filed confidentially for an initial public offering, the company said Monday https://t.co/3HimyQTnEz

[amit @amitisinvesting]

Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.

The Mag 7 used to buy back stock. Now they are dumping shares in the open market.

Why? AI infrastructure.

As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets.

They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move.

This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them?

This incredible to witness.

$GOOGL $META $AMZN $MSFT

[Financelot @FinanceLancelot]

This isn't a shitcoin. It's South Korea's KOSPI Index...

It's about to break 8,500 this week after being at 2,500 exactly 1 year ago.

Its entire weighting is based on 2 companies Samsung & SK Hynix, memory manufacturing.

How high does this go before it goes straight down? 🤔

[Xiaomi MiMo @XiaomiMiMo]

🚀 Better inference efficiency, lower costs, broader access.

MiMo-V2.5 Series API pricing is now permanently reduced — by up to 99% compared to previous pricing.
✨ Unified pricing across all context lengths.
MiMo Token Plans have also been upgraded:
• 5–8× more usable tokens at the same price
• Simpler and more transparent billing rules
🎁 As a thank-you to current users, all current Token Plan credits will be fully reset.
🎧 MiMo-V2.5-TTS remains free for a limited time.
⏰ Effective May 26 at 6:00 PM PDT.

These improvements are powered by continued inference optimization and serving efficiency upgrades across the MiMo stack.
🛠️ We’ll also publish a detailed technical blog on the inference optimizations later — stay tuned.

[Lee Robinson @leerob]

Where could we improve Composer 2.5?

We're working on the next model and would love your feedback.

Lots of work to do (our CursorBench evals below) in the coming weeks!

[Wall St Engine @wallstengine]

SPACEX FILES FOR NASDAQ IPO UNDER $SPCX

The filing gives the first full public look at the combined SpaceX, Starlink, X and xAI company.

2025 revenue: $18.67B, up 30%

2025 net loss: $4.94B, vs. $791M profit in 2024

2025 capex: $20.7B, with $12.7B directed toward AI

Q1 revenue: $4.694B

Q1 loss from operations: $1.943B

Q1 segment revenue:

Space: $619M

Connectivity: $3.257B

AI: $818M

Operating metrics disclosed:

~650 total launches

85%+ missions flown with reused boosters

80%+ of 2025 global mass to orbit

9,600+ Starlink satellites

~10.3M Starlink subscribers

164 countries

1GW+ AI compute nameplate draw

~350M daily posts

~550M monthly active users

Governance:

Elon Musk has 85.1% combined voting power

Musk owns 12.3% of Class A shares and 93.6% of Class B shares

After IPO, Musk will be CEO, CTO and chairman

SpaceX will be a “controlled company,” meaning it does not need a majority-independent board

Musk can control matters requiring shareholder approval and can elect, remove or fill Class B director vacancies

SpaceX does not expect to pay Class A dividends in the foreseeable future

Lead underwriters:

Goldman Sachs, Morgan Stanley, BofA, Citi and JPMorgan

[ETtech @ETtech]

📌Staff are being encouraged to work from home while the company cuts roughly 8,000 roles globally.

📌The layoffs come amid a wider trend of layoffs in the tech industry due to automation and cost-cutting.

[Logan Kilpatrick @OfficialLoganK]

Today we are starting to roll out the biggest upgrade to the Google Search box in over 25 years — now completely reimagined with AI, along with Gemini 3.5 Flash as the new default model for AI mode users globally!

[Evan @StockMKTNewz]

Microsoft $MSFT now has a $633 Billion backlog up from $321B last year

[X Freeze @XFreeze]

SpaceX is absolutely dominating the entire planet in orbital mass

As of 2026:
• Total Global Mass to Orbit: ~969.6 metric tonnes
• SpaceX: ~841.0 tonnes (86.7%)
• Rest of the World: ~128.6 tonnes (13.3%)

SpaceX alone has launched over 86% of all mass to orbit this year till date

No one else is even close or even all of them combined