Antony

[Antony @antonyandelic]

@ConnCFC Same exact thing happened vs croatia stop being biased

[BRASILEIRÃO DA DEPRESSÃO @br_dadepressao]

O maior roubo da história do futebol. Parabéns FIFA.

[Antony @antonyandelic]

@adamkeys_ @CraigHope_DM 3 goals were gifted on a platter. Croatia was the better team. Got unlucky and the momentum shifted.

[Antony @antonyandelic]

@FindleysFinance @HolySmokas $AMD has the best solution for agentic ai. Venice on $TSM 2nm will be the gold standard. $NVDA cpu sales come only from the racks. Standalone Vera is not promising based on their guide. And not to mention you have Helios coming 2H.

[Antony @antonyandelic]

@StockSavvyShay @FuturumEquities $20B includes rack sales (GB+VR) CFO confirmed. Jensen refused to answer Vivek’s question. $20B doesn’t impress if you look at the guide and GB/VR estimates. Doesn’t look like $NVDA is gonna capture much of the agentic CPU share despite the massive amount of racks they will sell

[Antony @antonyandelic]

The $20B comes mainly from rack sales(grace + blackwell included) not standalone Vera (confirmed by CFO). Jensen danced around the question on the call when Vivek asked him to clarify. Vera can’t even touch Turin and Venice is shipping Q3. $AMD $INTC $NVDA $ARM

[Shay Boloor @StockSavvyShay]

@FuturumEquities The Vera CPU commentary was also WAY more interesting than the market gave it credit for since $NVDA essentially said it has visibility to ~$20B in total CPU revenue this year with production shipments starting in Q3.

CPUs about to open a brand new revenue pool for Jensen.

[Antony @antonyandelic]

@antibearthesis @LandoInvests 😂😂😂😂😂😂😂😂😂 thats some great industry insight there. Growing 34% YoY without selling a single flagship Helios product doesn’t sound like losing market share to me. Wait till the Q4 ramp. Market is always forward looking.

[Antony @antonyandelic]

$AMD probably the easiest prediction you could have made

[Antony @antonyandelic]

@StockSavvyShay @VanquishTrader $AMD built Helios on $META ‘s OCP design. To think a META x AMD deal is off the table is very stupid.

[Antony @antonyandelic]

@StockSavvyShay @VanquishTrader $AMD built Helios on $META ‘s OCP design. To think a META x AMD deal is off the table is very stupid.

[Anush Elangovan @AnushElangovan]

BS. Right on target for H2 2026.

[Anush Elangovan @AnushElangovan]

Well your assessment is still wrong. On target for 2H'26.

[Antony @antonyandelic]

@AnushElangovan $AMD

[Antony @antonyandelic]

@Pharmdca Assuming a BO happens do you think they get fully acquired? Or they sell the MASH asset separately. His comment on the ER has me thinking there will be a few parties involved

[Peter A. Zientara @peterazientara]

@jimcramer That's a lot of words just to say "inverse me"

[Elon Musk @elonmusk]

@zephyr_z9 😂

Although AMD is now working pretty well for small to medium sized models

[Sachin Jose @Sachinettiyil]

This is how Croatians celebrated their Catholic heritage during Marko Perković Thompson's concert in Croatia today, which drew over 500,000 attendees—illuminating a cross and an image of the Virgin Mary in the sky using drones.

Image: Love Croatia

[Visegrád 24 @visegrad24]

🇭🇷 500 000 Croats attending a concert by the nationalist hard rock musician Thompson in Zagreb yesterday.

Before the concert, he sent a message to the audience and all Europeans:

“I want to express my deep gratitude to all of you who came and who cherish the unity and values that we Croats hold dear – God, family, and homeland.

That is why I want to send a message to all of Europe:

Return to your Christian roots, for only then can you be strong.

Tonight, through our songs, we will revisit various themes from our past, because it is from the past that we learn.

We must be proud of it and honor the heroes who built it.”

[Evan @StockMKTNewz]

JUST IN:

$AMD announced a new $6 Billion share buyback program, bringing its total buyback plan up to $10B

[Antony @antonyandelic]

@Pharmdca Is there a possibility that $NVO goes for $VKTX ? They are falling behind fast

[Antony @antonyandelic]

@cperruna @MadsCapital Its amazing what he can do! LOL