Darian Thompson

[Darian Thompson @pleqs19196383]

https://t.co/6uB8glm31T

[Darian Thompson @pleqs19196383]

#minichat #snapchat #teenageee

[Darian Thompson @pleqs19196383]

#minichat #snapchat #teenageee

[Darian Thompson @pleqs19196383]

#minichat #snapchat #anxiouspanda

[Darian Thompson @pleqs19196383]

#minichat #snapchat #anxiouspanda

[Darian Thompson @pleqs19196383]

https://t.co/6uB8glm31T

[Darian Thompson @pleqs19196383]

flows establishment cook medicines records melted bait bark florence😵‍💫 mnzd

[Elon Musk @elonmusk]

Starship to Mars

[Fiscal.ai @Fiscal_ai]

Marvell's Data Center Revenue grew 78% this quarter.

They've now almost tripled their data center business over the last 2 years.

$MRVL

[Beth Kindig @Beth_Kindig]

Google $GOOG says that it is processing 480 trillion tokens for AI monthly across its platform, up 50x YoY from 9.7 trillion.

$MSFT $AMZN $NVDA $AVGO

[Fiscal.ai @Fiscal_ai]

Costco reports earnings after the bell today.

They are closing in on $300 million in annual sales per warehouse.

$COST

[Beth Kindig @Beth_Kindig]

Mizuho believes that AMD $AMD and Nvidia’s $NVDA 500MW AI infrastructure deals with Saudi Arabia’s HUMAIN could equal out to 280,000 GPUs for Nvidia and up to 350,000 for AMD over the 5-year deal.

[Beth Kindig @Beth_Kindig]

We last published our $NVDA buy plan in January, targeting <$100, and as that materialized we bought shares as low as $87.

Now, we published our exclusive buy plan for 2025 with a new high price target – don’t miss it.
https://t.co/XeenCPdCLG

[Beth Kindig @Beth_Kindig]

Dell $DELL on AI servers:

"We generated $12.1 billion in AI orders this quarter alone, surpassing the entirety of shipments in all of FY25 and leaving us with $14.4 billion in backlog."

$NVDA $SMCI $HPE

[Elon Musk @elonmusk]

For the past several days, Tesla has been testing self-driving Model Y cars (no one in driver’s seat) on Austin public streets with no incidents.

A month ahead of schedule.

Next month, first self-delivery from factory to customer.

[Espresso ☕️ @EspressoSys]

To interoperate, L2s need to communicate.

Today, the most secure way for L2s to do this is pass messages via the Ethereum L1—but that takes 15+ min & costs $$

For interop to work well, L2s need to swap messages in seconds.

Let's explore how we can make this possible. 🧵👇