pax

Drummer, Joker, Physics Phd, Language lover, Red Wine lover, Entrepreneur, Quant. Super Investor. Traveler. Scientist. 😉☕️🍷🐬🐬🐳🐳🤟🏼 🤟🏼⚡️⚡️

[pax @drpax]

@elonmusk My only complaint is I don’t get @robotaxi rides when I want them! $TSLA

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$SPCX

[Molly O’Shea @MollySOShea]

SpaceX's 1st employee Tom Mueller (@lrocket) speaks on SpaceX's "hockey stick" growth:

[pax @drpax]

@StockSavvyShay To clarify, $GOOG paying $SPCX for Colossus access.

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@CuriousPejjy $KOSPI took a breather.

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@amitisinvesting Korea… $KOSPI finally corrected a bit.

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@BullTheoryio Settle down, Beavis! Plot the 1 year chart! 🤣

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@minchoi Uh oh…

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@AnthropicAI Tbh this is what I was looking for.

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@fortworthchris El Pinko must be happy! 🤣

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@BullTheoryio $KOSPI is at its 20 D SMA! 🤣

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@borntogambles @grok Is any of this true?

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$TSLA

[Tesla @Tesla]

Full Self Driving Supervised drives like the best chauffeur imaginable

Try it yourself at a nearby Tesla location

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@van00sa 🤣

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@CharlesMullins2 @grok Do you have a longer term cost comparison between ocean floor and space based data centers?

[pax @drpax]

Texas! $DRAM

[The Tenant Advisor @CoyDavidsonCRE]

Samsung is moving its U.S. headquarters to its existing campus in Plano, Texas.

Samsung Electronics America is abandoning its brand-new, 270,000 SF North Jersey headquarters after just eight months to consolidate operations in Plano, Texas.

The abrupt exit of 1,000 corporate jobs reignites the bitter debate over New Jersey’s hostile business climate.

[pax @drpax]

@PolitiReality @CuriousPejjy Donny was a good man. And thorough! 🤣

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@MikeBales 🤣

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N1X $NVDA

[BuBBliK @k1rallik]

🚨do you understand what just happened with NVIDIA RTX Spark..

Jensen Huang walked on stage and pulled an entire gaming PC out of his pocket.

NVIDIA merged the CPU, RTX GPU, AI hardware and up to 128GB of memory into one Windows-on-ARM superchip and called it the end of the PC as you know it.

> 20-core Grace CPU plus a Blackwell GPU with 6,144 CUDA cores - RTX 5070-tier graphics in a 14mm body.
> NVIDIA claims 100+ FPS at 1440p in 007 First Light and Forza Horizon 6, on battery.
> It runs a 120-billion-parameter AI model locally, no cloud needed.
> ASUS, Dell, HP, Lenovo, MSI and Microsoft already have 30+ laptops lined up for this fall.

The whole internet has two questions: is it real, and how much. Nobody's asking the third - what happens to every other chipmaker if it is.

[pax @drpax]

$NVDA

[Shay Boloor @StockSavvyShay]

Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.”

$NVDA and $MSFT unveiled RTX Spark which will be the world’s most powerful deskside AI supercomputer built to run next-gen AI agent workloads locally.

[pax @drpax]

@StockMKTNewz 🤣