Orkan Saklan

IT, Stock Market Investor. Do your own mistakes. #zwangsgebühr ist haram.

[Orkan Saklan @orkansaklan]

I feel like the summers are always bearish. Well, the summer is coming to an end now. I am getting bullish now. $NVDA just looks too cheap right now.

[The Kobeissi Letter @KobeissiLetter]

Absolutely insane.

Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.

And, this guidance assumes ZERO data center compute revenue from China.

This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.

We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.

There has never been anything like what we are seeing right now with AI.

This is arguably the biggest technological revolution of all time.

[The Kobeissi Letter @KobeissiLetter]

It's officially Nvidia earnings day.

Nvidia, $NVDA, is expected to post a record $92.3 BILLION in quarterly revenue today.

This would mark +1,278% revenue growth over the last 4 years.

Furthermore, this would mark nearly +$90 BILLION in revenue growth compared to Q2 2020.

We are witnessing the biggest technological revolution in modern history.

[Orkan Saklan @orkansaklan]

Zuckersteuer? Jetzt arbeiten die Politiker schon im Sommerloch. Vorbildlich Herr @merz

[Koko Miko @Mario_Zang]

Clever gemacht mit der Zuckersteuer.

Der Fokus der Öffentlichkeit liegt jetzt darauf, dass sie auch für Getränke ohne Zucker erhoben werden soll.

Nach harten Verhandlungen🤡 fliegt die Cola Zero dann aus der Besteuerung raus.

Alle sind glücklich.🫂

Leute, das ganze Ding ist eine Frechheit! Auch wenn die Steuer "nur" für wirklich zuckerhaltige Getränke eingeführt wird.😠

[Watcher.Guru @WatcherGuru]

JUST IN: ChatGPT developer OpenAI claims its new AI chips can outperform Nvidia $NVDA processors in internal tests.

[Wall St Engine @wallstengine]

OpenAI says its new Broadcom-built Jalapeno AI chip outperformed $NVDA GB300 in both throughput per watt and response latency in its testing.

The chip is designed specifically for inference, not model training, and runs at around 700 watts. OpenAI plans to begin deploying it for its models later this year.

The company says the performance advantage widened on larger workloads, including Moonshot’s Kimi model, and that Jalapeno has also performed well internally on unreleased OpenAI models.

Important caveat: Jalapeno was tested against GB300, not NVIDIA’s newer Vera Rubin generation.

OpenAI says a second-generation chip is already approaching tape-out, while work on a third generation has begun.

Source: Bloomberg

[Shay Boloor @StockSavvyShay]

OpenAI says its new Jalapeno chip built with $AVGO beat $NVDA Blackwell on two of the most important inference metrics.

Jalapeno reportedly delivered more AI work per watt and faster response times as inference becomes a larger share of AI compute.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the US Navy has cleared all mines in international waters in the Strait of Hormuz.

US oil prices extend losses toward $82/barrel.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Foreign holdings of US Treasuries dropped -$72 billion in June, to $9.30 trillion, to the lowest level since January.

This marks the 3rd monthly decline over the last 4 months, totaling -$190 billion.

Japan, the largest foreign holder, reduced its holdings by -$26 billion in June, to $1.12 trillion, the lowest since January 2025.

The UK, the 2nd-largest holder, cut its holdings by -$9 billion, to $940 billion, the 2nd-largest on record.

China, the 3rd-largest holder, trimmed its holdings by -$26 billion, to $633 billion, the lowest since September 2008.

Meanwhile, foreign official holders, such as central banks and government entities, reduced their Treasury holdings by -$70 billion in June, to $3.78 trillion, the lowest since February 2024.

Foreign demand for US Treasuries is losing momentum.

[Polymarket @Polymarket]

JUST IN: Broadcom is reportedly seeking more than $60,000,000,000.00 in debt for a massive AI chip financing deal.

[Evan @StockMKTNewz]

Broadcom $AVGO is reportedly seeking to raise more than $60 Billion by selling debt - Bloomberg

[Shay Boloor @StockSavvyShay]

J.P. Morgan says the market is ignoring 12 years of $AVGO execution at $GOOGL and would be “aggressive buyers at current levels.”

The 5-year Google deal still locks Broadcom into TPU v8-v11 with rising revenue commitments while $META, $AAPL, OpenAI, Anthropic, ByteDance and SoftBank programs remain on track.

J.P. Morgan sees over $56B of AI revenue in FY26 and another 2x to 2.5x growth in FY27 with Tomahawk 6 already sold out through next year and Samsung supply commitments implying $1T of cumulative AI revenue over 5 years.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices rise above $87/barrel for the first time since July 24th as President Trump says "Economic D-Day" is coming for Iran.

US Treasury Yields are rising as inflation expectations mount.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Walmart stock, $WMT, falls over -9% in its biggest daily drop since 2022 after reporting weaker than expected earnings on a slowdown in consumer spending.

The stock erased -$80 billion in market cap today.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Moderna stock, $MRNA, extends gains to +212% on the day in after hours trading following positive phase 3 results of first the mRNA treatment to prevent cancer.

The stock has now added over +$50 billion in market cap today.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Total US debt officially hits $40 trillion for the first time in history.

That's $119,699 in US debt for every American.

This puts the total US debt balance up +$17 trillion since 2020 and +$30 trillion since 2008.

We are on an unsustainable fiscal path.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Treasury announces it will double the size long-term US government debt buybacks following the rapid surge in US Treasury yields.

Repurchases of $2 billion will now be increased to "at least" $4 billion, the US Treasury said.

The move is intended to provide "liquidity support" for bonds maturing in 10 to 30 years as total US debt nears $40 trillion.

There is the intervention we have been calling for.

[Barchart @Barchart]

Japanese Yen has already weakened so much that the U.S. Treasury intervention has been wiped out completely, now onto the BOJ intervention 🚨 🚨

[Barchart @Barchart]

Hong Kong Real Estate Market has been obliterated since 2019 📉 📉