Sia Gholami

Hedge Fund CEO - Computer Scientist & Engineer - Dad Joke Aficionado - We are hiring!

[Sia Gholami @siagholami]

#Anthropic expected 10x usage growth in Q1.
It got 80x instead.

Now it’s partnering with #SpaceX to tap Colossus 1: 300+ MW of compute and 220k+ #Nvidia GPUs to expand #Claude capacity.

https://t.co/KbHtBcFUTc

[Sia Gholami @siagholami]

#AMD beat earnings.

Q1 revenue: $10.25B vs. ~$9.9B est.
EPS: $1.37 vs. ~$1.29 est.
Data Center revenue jumped 57% YoY to $5.8B.

But the real focus is Helios later this year. AMD is pushing beyond chips into full AI rack-scale systems.

https://t.co/6i8vKIGeLc

[Sia Gholami @siagholami]

#Apple beat: ~$111B rev, ~$2.01 EPS. Services $31B carried margins despite softer iPhone ($57B). $AAPL

#Roblox grew (rev ~$1.44B, DAUs ~132M) but still lost ~$246M. Costs scale with users, raising real questions on operating leverage. $RBLX

#Earnings

https://t.co/uoSWfMWjb8

[Sia Gholami @siagholami]

Four Mag 7 names reported today: Meta, Amazon, Google, and Microsoft. $meta beat but raised AI capex. $amzn AWS grew 28%. $msft Azure grew 40%.

$googl Cloud jumped 63% to $20B, with backlog nearly doubling to over $460B.

https://t.co/w3gM4lETE5

[Sia Gholami @siagholami]

Apparently OpenAI missed its own internal revenue targets.

We don’t know the exact targets, and we don’t know the exact revenue number.

But apparently, that was enough to spark a selloff across AI-linked stocks ($NVDA $AMD $ORCL)

#AI #OpenAI #Markets

https://t.co/JIa1neSAQE

[Sia Gholami @siagholami]

Kalshi and Polymarket are bringing perps to the U.S. ; perpetual futures with no expiration dates and up to 100x leverage.

I’m sure retail traders will handle that responsibly.

#Crypto #Fintech #PredictionMarkets #Risk

https://t.co/vfi9e1nEeM

[Sia Gholami @siagholami]

Tesla just reported $22.4B in revenue and $477M in GAAP earnings.

Love him or hate him, @elonmusk used to deliver. Now he has to deliver a real, scalable use case for Optimus.

#Tesla #Optimus #Robotics #AI

https://t.co/c7PpA4vEti

[Sia Gholami @siagholami]

Since the iPhone launch, Apple stock grew roughly 82.6x.

Under Tim Cook, it grew 20.3x.

One of the greatest runs in corporate history.

#Apple $AAPL #TimCook

https://t.co/nffk36p20U

[Sia Gholami @siagholami]

Valuation-boosting playbook: buy a few GPUs, call yourself an AI company, and let the hype do the rest.

#AI #Valuation #Markets

[CNBC @CNBC]

Allbirds made a surprising announcement Wednesday that it is pivoting from shoes to artificial intelligence.

The move boosted shares of the miniscule market cap company — it was valued at about $21 million at Tuesday’s close — by more than 700%. The shares, which were under $3 a day ago, jumped to above $17.

Full details: https://t.co/iOaAlBGhNG

[Sia Gholami @siagholami]

Now that’s a prediction! I’ll take the under.

#PredictionMarkets #Forecasting #Investing

https://t.co/uPRELs8iT9

[Sia Gholami @siagholami]

Back in my day, companies went public at $100M ARR. OpenAI did it in two months with a pilot!

#Startups #OpenAI #ArtificialIntelligence #AI

https://t.co/tJo4I3l93I

[Sia Gholami @siagholami]

I bought my first stock share in March of 2000, and through the market’s lowest lows, highest highs, and every day in between, there has always been an “expert” saying it will go lower.

#Investing #StockMarket #LongTermInvesting #MarketCycles

https://t.co/dAzhR7JQmv

[Sia Gholami @siagholami]

Lisa “Buy my GPUs and I’ll throw in 10% of the company” Su

#AMD #Meta #GPUs #AI #Semiconductors #DataCenters #Tech #Investing #Stocks #WallStreet #Hardware #Chips #Nvidia #Competition #Business #VentureCapital #Equity #Dilution

https://t.co/DqSOMz9cxO

[Sia Gholami @siagholami]

If your business depends on people using COBOL, you did this to yourself!

(95% of US ATM transactions use COBOL 🤯)

$IBM #AI #Anthropic #ClaudeCode

https://t.co/CsLmI2kvaA

[Sia Gholami @siagholami]

Why chase double-digit yield in private credit?

If you’re taking equity-like risk, you might find better upside + daily liquidity in public equities.

#Investing #PrivateCredit #Equities #RiskManagement

https://t.co/w20ZwGOQ6q

[Sia Gholami @siagholami]

Tim “New-Siri-will-be-released-soon” Cook

#HappyFriday

https://t.co/cUIIoBKiUE

[Sia Gholami @siagholami]

Short seller playbook: 📉 Short the stock → 🧾 publish accusatory report → 🔻 stock tanks → 🩳 cover the short → 🙏 “sorry, my bad” → 💰 bank the money

$APP #AppLovin #CapitalWatch #ShortSelling #MarketManipulation #FinancialMarkets

https://t.co/Mt0lGnXWq1

[Sia Gholami @siagholami]

I’m writing this with a knot in my stomach. under Iran’s internet blackout, families are left in the dark. CBS News cites activists estimating ~12,000 killed.

#FreeIran

https://t.co/zI2MOajEoJ

[Sia Gholami @siagholami]

#AI is supercharging a K-shaped economy: winners keep winning while routine roles get hit first. And our tools are blunt, rate cuts can lift assets, but they don’t directly fix displacement.

#KShapedEconomy #AI #FutureOfWork #Inequality #Fed

https://t.co/6pTLHBMIsd

[Sia Gholami @siagholami]

Elon "no-later-than-next-year" Musk! @elonmusk

#Robotaxi #Tesla $TSLA #AI

https://t.co/691fIZH68e