Ádám

[Ádám @sa89_hun]

WTF?

[Polymarket @Polymarket]

JUST IN: Nvidia founder & CEO Jensen Huang has been left off TIME’s “100 Most Influential People in AI,” while Paris Hilton & Bernie Sanders made the cut.

[Hamid @hamids]

I literally had to remind someone of this yesterday who compared $CSCO, which got crushed in the DOT-COM Bust, to $NVDA.

Cisco had a PE of 200 during the DOT-COM BOOM, and $NVDA has a PE of about 1/10th.

So even though Cisco crashed almost 90% during the Dot-Com bust, it's POST-CRASH PE was about on-par with $NVDA PE today.

IF you're going to argue that we're in an AI bubble, $NVDA shouldn't be your poster-child of over-valued companies. Maybe you can argue $SPCX is, or OpenAI is, or maybe some other company that's $100 Billion+ with no profits, but $NVDA is not it!

[Ádám @sa89_hun]

@alojohhardcore 108?

[TrendSpider @TrendSpider]

don't do it Jensen 🙏

[Ádám @sa89_hun]

de miert kuzdottek a patriotak a millios fizetesekkel?!😂 a patriotaknak fizetes nelkul is kene, nem konyorogni tamogatasert!😂

[6th Sense @irishman787878]

https://t.co/AAYudwOa9g

Popcor time!

[NoLimit @NoLimitGains]

THE MYTH. THE LEGEND.

HE DID IT AGAIN.

[Ádám @sa89_hun]

Great.. algos are overreacting

[Bull Theory @BullTheoryio]

Memory stocks are crashing as Samsung Electronics plunges -8.7% after investors were disappointed by its shareholder return plan.

The selloff is spreading across the US memory stocks:

$SNDK -10%
$STX -8%
$WDC -7.5%
$MU -7.3%
$SKHY -6%

[Shay Boloor @StockSavvyShay]

$META and $GOOGL just scored an early legal win in the social media addiction fight after a teen plaintiff dropped one of the first major test cases with no payment.

It was one of three bellwether trials chosen from 3,300+ lawsuits with two more still set for October.

[Alexandr Wang @alexandr_wang]

@vasuman 🫡 wait til you see what we have coming next

[Shay Boloor @StockSavvyShay]

$MU CEO Sanjay Mehrotra says AI is turning memory from a commodity into “strategic infrastructure.”

AI cannot scale without more HBM DRAM and SSD capacity which is making memory far more valuable across the entire compute stack.

[Ádám @sa89_hun]

O fck cramer goin to MU

[Jim Cramer @jimcramer]

ready skidaddy

[Diligent Plane @DiligentPlane]

$META is clearly the 3rd best lab. Only behind OpenAI and Anthropic

But, Meta also has Instagram, Facebook, WhatsApp, and 3.6B users

No other company is positioned to monetize their users as well as meta is

@finkd @alexandr_wang we need you guys to start selling excess compute, and release the Watermelon model. Maybe even buyback some shares to support the stock price and stop the bleeding

[Trade Whisperer @TradexWhisperer]

$MU Jim Cramer is in Boise.

[Ádám @sa89_hun]

Grok 4.6 🔥🔥🔥

[Elshayib @elshayib_]

Anthropic is Fucked

Crazy amount of users canceling subscriptions right now.

[Jo Bhakdi @JOBhakdi]

The European Central Bank is known for employing many geniuses who then report to the even greater geniuses who run the EU.

They are also known for being extreme AI experts.

[Ádám @sa89_hun]

🥲

[Shay Boloor @StockSavvyShay]

Cramer thinks $MU can double again because the market is still pricing Micron like a boom and bust memory stock.

He says data center demand has become “endless” while long term agreements lock in margins making this cycle fundamentally different from what the market is used to.

[Cursor @cursor_ai]

Cursor is now part of @SpaceX.

Today, we have officially closed our acquisition. We will join the @SpaceXAI team to help make Grok the world's most useful AI and improve Grok Build, Grok Bot, Grok API, Cursor, and more.

SpaceX has built some of the most inspiring and impressive technology in the world, and we’re grateful for the opportunity to become part of such a special company. Onwards.

[P Equity Research 📰 @pequityresearch]

J.P. Morgan: HBM supply/demand is expected to get even worse in 2028, but still better than initial estimates made back in May.

$DRAM $EWY $MU $SKHY

[Gavin Baker @GavinSBaker]

Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens.

Pareto dominant.

Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining.

[Ádám @sa89_hun]

@alojohhardcore Thanks!🙏🏻