Peter Zapffe

[Kalshi @Kalshi]

JUST IN: US reportedly launches strikes against Iran

[Polymarket @Polymarket]

BREAKING: The NSA confirms Mythos “broke into almost all of our classified systems, not in weeks, but in hours”

[Peter Zapffe @peter_zapffe]

@fivepointscap Bitcoin miners have the infrastructure for data centers. if they can get the deals they are looking for, compute will be available. but i dunno

[Polymarket @Polymarket]

JUST IN: Trump announces he will meet with AI leaders next week to discuss possible U.S. government investment in their companies.

[TipRanks @TipRanks]

Morgan Stanley came away from Computex 'more bullish on Nvidia's leadership' $NVDA

After having attended Nvidia's Computex keynote as well an analyst Q&A in Taiwan this week, Morgan Stanley came away "more bullish on Nvidia's leadership in GPUs as well as the emerging CPU growth opportunity," the analyst tells investors.

The firm, which argues that Nvidia "stands out as the best value in the processor group," keeps and Overweight rating and $288 price target on shares.

[Peter Zapffe @peter_zapffe]

Anyone bullish on Bitcoin Miners transitioning to AI Data Centers?

[Peter Zapffe @peter_zapffe]

@LeoBorisoff @StockOptionCole is nvidia heavily weighted in those etfs?

[Peter Zapffe @peter_zapffe]

@AIInvestorHQ bbai maybe. soundhoud ai. tryna get ahead of the ai company craze

[Peter Zapffe @peter_zapffe]

@BenH07884759 this will be a winner

[Peter Zapffe @peter_zapffe]

@SemiAnalysis_ cerebras is apparently 2x-10x faster than a vera rubin full stack setup for inference but too expensive for training. problem right now for cerebras is the temp restriction from selling to OpenAI's competitors until the end of 2028.

[Peter Zapffe @peter_zapffe]

@dividendology $BBAI

[Peter Zapffe @peter_zapffe]

@OBPinvestments $ROCQ is low key goated

[Peter Zapffe @peter_zapffe]

@NotA_Bull not in this market lol but generally might be true

[Peter Zapffe @peter_zapffe]

@AnthonyGalli @MattWallace888 freedom to express joy vs controlling power hungry fake conservatives. trash take lmao

[Peter Zapffe @peter_zapffe]

@DeepIceValue cerebras claims to be faster. a little worried about them tbh im not smart enough to know if its true

[Peter Zapffe @peter_zapffe]

@HighMileTeslaY @SCHDaccumulator the dividends per share is a little lower but about the same. the expense ratio tho is almost double.

[Peter Zapffe @peter_zapffe]

@SCHDaccumulator 1.18%, the first month was .67 per share or something like that. I dunno if itll go down to .5/share like jepq tho. the 1st dividend payout might have included extra because of the timing of when it launched. im still keeping jepq to compare