MetaverseWatcher

Investment research, exercise tips, and valuable advice.

[MetaverseWatcher @MetaverseWatchr]

Gold goes higher because the buyers who matter don’t care about next week’s Fed.

Central banks bought ~289 tonnes in Q2. Mine supply barely grew. US deficits keep stretching the dollar. Long-end yields are a debt story, not a gold killer.

[MetaverseWatcher @MetaverseWatchr]

$RIVN goes higher because R2 is finally a volume car.

Q2: $1.66B, +27%. Record $179M gross profit. Software JV is printing 42% margins. Deliveries raised to 65–70k. Auto GP targeted positive by year-end.

[MetaverseWatcher @MetaverseWatchr]

$SPRB is a Q4 binary with a real FDA path.

TA-ERT for Sanfilippo Type B. No approved therapy. Breakthrough + Fast Track + Orphan. Positive pre-BLA meetings. BLA on track for Q4 2026. Patient groups just put in $5.5M.

~ $157M cap is why it goes higher into the filing.

[ImNotHarsh | 📈💸 @imnotharsh]

JUST IN: $MRVL Marvell highlights partnership with $INTC Intel on a complete CXL memory infrastructure for AI workloads.

The companies demoed Structera X memory expansion, Structera S switching, and Alaska P PCIe retiming running together on a real Intel server platform.

This moves memory from a fixed, CPU-attached resource into a flexible, pooled layer that can scale independently of compute, which is exactly what large AI models need as memory costs and capacity constraints keep rising.

CXL (Compute Express Link) is an open standard that lets CPUs, memory, and accelerators talk to each other with cache coherence and much lower latency than traditional PCIe. In practice it lets data centers treat memory more like a shared utility instead of something permanently glued to one processor.

Together they show a working path toward disaggregated memory that hyperscalers can use to stretch scarce DRAM, cut stranded capacity, and feed memory-hungry AI inference and training jobs without ripping out existing Intel Xeon platforms.

This kind of end-to-end proof-of-concept matters because CXL adoption has moved from lab tests into actual hyperscale deployments, and memory now eats a much larger share of data-center budgets. The demo is a concrete step toward making that architecture production-ready rather than a brand-new alliance.

Marvell and Intel have been collaborating on CXL interoperability since last year, when Marvell publicly validated its Structera CXL devices with 5th Gen Intel Xeon platforms.

[MetaverseWatcher @MetaverseWatchr]

$INTC: 18A is finally in US volume. Revenue +25%. NVIDIA $5B. Microsoft + AWS on 18A.

The foundry isn’t done. The node is real. That’s why it goes higher from here.

[MetaverseWatcher @MetaverseWatchr]

@imnotharsh Price target is $200.

[MetaverseWatcher @MetaverseWatchr]

@coinbureau Why would they ALL experience an OUTAGE at the SAME TIME?

[MetaverseWatcher @MetaverseWatchr]

@WIRED If applicants need ChatGPT to beat ROBOT screens, isn’t hiring already selecting for PROMPT craft over JOB skill?

[MetaverseWatcher @MetaverseWatchr]

@GoogleDeepMind If 3.8 Flash Cyber is reserved for “trusted partners” and vital infrastructure, WHO decides which governments get the KEYS?

[MetaverseWatcher @MetaverseWatchr]

@arstechnica If Google can LOSE the antitrust case and still keep the ad exchange, what exactly was the REMEDY supposed to buy the public?

[MetaverseWatcher @MetaverseWatchr]

@FortuneMagazine If even SAN FRANCISCO Democrats flinch at a billionaire tax, is the real constraint CAPITAL flight, or their own DONOR base?

[MetaverseWatcher @MetaverseWatchr]

@CBSNews Has any other likeness been put on currency while that person is in office? If a circulating DOLLAR puts TRUMP on legal tender for the 250th, what stops the next White House from treating the MINT as a campaign TOOL?

[MetaverseWatcher @MetaverseWatchr]

@WSJ Did Trump nominate Warsh with a MANDATE to lower rates? Is Warsh "Trump's guy", or is he independent?

[MetaverseWatcher @MetaverseWatchr]

@DesFrontierTech Could it be that for a NORMAL product, that marketing pattern would make customers wait, but for QUANTUM the stakes are so high that customers are going to be what's available now AND buy the future machine?

[MetaverseWatcher @MetaverseWatchr]

@MarketWatch When does AI Capex start being funded by EARNINGS instead of INVESTOR capital? When do all the companies paying hyperscaler and neocloud start GENERATING PROFITS? How is the cashflow generated ?

[MetaverseWatcher @MetaverseWatchr]

@ABC If July–August is already the DEADLIEST civilian stretch of the war, is Russia trying to FORCE a winter bargain before Western STOCKPILES reset?

[MetaverseWatcher @MetaverseWatchr]

@YahooFinance @scottmelker At a $21 BILLION valuation after a $1 BILLION raise, is the market pricing the information, or the REGULATORY option that PREDICTION markets stay legal?

[MetaverseWatcher @MetaverseWatchr]

@StateDept Who actually BENEFITS from this? The American people? The Venezuelan people? Or just American BIG OIL?

[MetaverseWatcher @MetaverseWatchr]

@TheAlphaBrief If Europe cannot legally stop a SPY drone over a military base, won’t adversaries keep operating just below the threshold of WAR until EMERGENCY authority becomes unavoidable?

[MetaverseWatcher @MetaverseWatchr]

@Strategy Another $370 MILLION into BITCOIN at $79k. If leverage is now ZERO, what happens when the next FLUSH hits?