๐ฎ๐ท NEW Lego Style Music Video from Iran via PersiaBoi Studios
They are SO FAST and the Music is Good
Titled: Taco Tuesday Backpedal
TACO stands for Trump Always Chickens Out.
@sentdefender Iran played 3D chess while Trump played checkers. Persians invented the game of chess and they just put on a Masterclass of strategy. Who needs something as useless as a Nuke when you just got handed the keys ๐ to the entire Persian Gulf & Middle East ๐๐คฏ
๐ง๐ฟ๐๐บ๐ฝ ๐ฟ๐ฒ๐๐๐ฟ๐ป๐ ๐๐ถ๐๐ต ๐ฎ ๐ป๐ฒ๐ ๐ฝ๐น๐ฎ๐ป:
Tariff threats over Greenland rattled markets. Gold surged, EUR/USD dipped, and $AAPL $TSLA slid on EU risk.
FOMC + earnings are next โ guidance cuts could land just as safe havens shine.
๐ง๐ฆ๐ ๐ ๐ฑ๐ผ๐ฒ๐๐ปโ๐ ๐บ๐ถ๐๐ ๐ฎ ๐ฏ๐ถ๐:
Earnings: profit +35%, sales +13%, gross margin beat at 53%. $TSM hiked 2026 capex to $32B on surging AI demand ๐ค
Wall Street lit the fuse โ we have an active breakout candle on the daily.
How can people still be bearish AI?
On Rogan, Jensen said AI data centers are โgigawatt factoriesโ the grid canโt handle. Eventually, small nuclear reactors may need to run right next to them.
If heโs right, whatโs the best way to play it? Uranium $CCJ, SMRs $OKLO / $SMR, or data-center infra like $VRT?
๐ง๐ต๐ฒ ๐ณ๐ผ๐ฟ๐ด๐ฒ ๐ถ๐ ๐ผ๐ฝ๐ฒ๐ป: $GOOG Gemini 3 dropped last week. #Anthropic Claude Opus 4.5 joins the race today. ShallotPeat from #OpenAI is likely up next.
The LLM wars are heating up. The only thing rarer than TPUs and GPUs is agreement on whoโs winning.
$NVDA $SMH $QQQ
The people bearish on OpenAI or AI generally, without ever using ChatGPT Pro, are the same ones who called $TSLA a scam before test-driving a Model Y.
Thereโs not even enough capacity for todayโs AI demand. $200/mo saves me $100+ a day. Not hype, just math ๐ค
๐๐ ๐ถ๐๐ปโ๐ ๐ท๐๐๐ ๐ฝ๐ฟ๐ถ๐๐ฎ๐๐ฒ ๐ฒ๐พ๐๐ถ๐๐ ๐ฎ๐ป๐๐บ๐ผ๐ฟ๐ฒ: The U.S. just pledged $80B for nuclear โ i.e. $CCJ via Westinghouse โ while $NVDA is wiring AI supercomputers into federal labs.
Energy and compute are merging into national infrastructure.
๐ง๐ต๐ฒ ๐๐๐น๐น ๐๐ผ๐บ๐ฝ๐๐๐ฒ ๐ฃ๐ถ๐ฐ๐๐๐ฟ๐ฒ: OpenAI has sourced ~26 GW of capacity through partnerships with $NVDA, $AMD, and $AVGO โ equating to over 30 million GPUs and >$1 trillion in compute spend.
Add Stargate and youโre looking at 40 GW+, larger than the UKโs entire electric grid โก๏ธ
This isnโt a bubble. Itโs the infrastructure buildout for a world where every person runs an agent 24/7. Listen to what theyโre saying ๐
Weโre designing our own chips โ taking what weโve learned from building frontier models and bringing it directly into the hardware. Building our own hardware, in addition to our other partnerships, will help all of us meet the worldโs growing demand for AI.
In Episode 8 of the OpenAI Podcast, @sama and @gdb join Broadcomโs Hock Tan and Charlie Kawwas with host @andrewmayne to discuss how OpenAI-designed chips will power the worldโs growing AI demand.
๐ข๐ฐ๐๐ผ๐ฏ๐ฒ๐ฟ ๐ถ๐ ๐ฏ๐ฎ๐ฐ๐ธ ๐ถ๐ป ๐ฐ๐ต๐ฎ๐ฟ๐ด๐ฒ: Trumpโs ๐จ๐ณ tariff bomb lit up Fridayโs tape โ $QQQ full-blown selloff. $SPY snapped 655 support โ ๏ธ
Will weekend diplomacy cool the fire? Maybe. But seasonality say beware: this is when pullbacks bite before Santa gets to work
A great run since mid-Sep โ calls banked ๐ฐ ๐ค
Now on $NVDA, have to see if it can reclaim 190-191 otherwise weโll test 184 again, and maybe more, especially if Trump gets tough on China again ๐ฉ
The Industrial Revolution had railroads. The Intelligence Revolution has GPUs.
Banks once laid steel across continents โ now Big Tech lays compute across the cloud. Each new track brings AGI closer.
$AMD joins OpenAIโs railway ๐
See the โAI adoption rateโ headlines lately?
Based on updated figures, that was summer seasonality, as over the past month adoptionโs been accelerating again. Confirming trend.
And if you think capabilities have plateaued โฆ the video youโre watching isnโt real โฆ #Sora2 ๐ฑ๐ค
๐ก๐ฉ๐๐ ๐ฏ๐ฟ๐ฒ๐ฎ๐ธ๐ผ๐๐: Clearing $184 after a 2-month flag with a successful backtest โ echo of the 2023 failed H&S that crushed people shorting at $50 ($500 pre-split).
Donโt fight the leader: above $184, $NVDA has room for $200+ in 3โ6 months.
@bekinen1986 Great point Jamie, itโs an order of magnitude ga- between demand & supply. Small modular can fill the gap if itโs Manhattan Project type investment
๐ฃ๐ฎ๐๐ต ๐๐ผ ๐๐๐: $NVDA's $100B bet gives OpenAI 10GW of compute โ millions of GPUs. Enough to scale from millions of users to billions.
The question isnโt if AGI arrives, but when it does, can the world support billions of agents running 24/7?
$SMH $NLR $QQQ
๐ก๐๐ฐ๐น๐ฒ๐ฎ๐ฟ ๐๐ผ ๐ฆ๐๐ฝ๐ฝ๐ผ๐ฟ๐ ๐๐: Small Modular Reactors (SMRs) like $OKLO and $SMR ripped higher today, as investors bet theyโll power the surge in AI computing.
What do you think: is the market early, or already late?
$NLR $CCJ $NVDA $AMD $AVGO
๐ง๐ฒ๐ฐ๐ต ๐ถ๐ ๐ฏ๐ผ๐ผ๐บ๐ถ๐ป๐ด, ๐ท๐ผ๐ฏ๐ ๐ฎ๐ฟ๐ฒ ๐ณ๐ฎ๐ฑ๐ถ๐ป๐ด: AI stocks keep soaring โ $TSLA is back above $420, $GOOG crossed $3T, and Powell looks ready to cut as the labor market keeps flashing softness.
Machines are thriving. Humans? Not so much.
๐๐ผ๐ป๐ฑ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ฑ๐๐ฎ๐น๐ถ๐๐: SCOTUS refund risk could trigger 50% tariff repayments, forcing Treasury to issue more bonds and pressure the long end. But soft payrolls have TLT ripping and yields sliding on Fed cut bets.
Fiscal vs Fed โ curve bracing for impact.
$TLT $TNX $GLD $SPY