Stroke

Shit poster and bear

[matthew sigel, recovering CFA @matthew_sigel]

$GOOGL showing off agentic search at today's event

[Wall St Engine @wallstengine]

AMAZON’S ALEXA+ CAN NOW GENERATE AI PODCASTS

Alexa+ users can ask for a podcast on a topic, review what the AI hosts plan to cover, adjust the direction and length, and then generate the episode.

The format uses two AI-generated co-hosts.

Amazon says the feature draws from roughly 200 news partners, including AP, Reuters, The Washington Post, Politico and Vox.

Episodes appear through Echo Show devices and the Alexa app.

The product is basically NotebookLM-style audio, but built into Amazon’s voice assistant ecosystem.

[Stroke @Strokefails]

@matthew_sigel What about CLSK? Thoughts?

[Sun Liao @sunxliao]

Most people only know $NVDA when it comes to AI stocks... 🫡

But there's many other tickers, which I've organized (bookmark this):

Running and cooling data centers became its own multi-billion dollar industry, and $VRT, $ETN, $MPWR, and $ADI are the ones supplying it.

Packaging is the part nobody really talks about. $AMKR and $ASX handle the advanced packaging that turns a chip into something a server can actually use, and capacity is fully booked into 2027.

Memory is where the squeeze lives. High bandwidth memory is the ceiling on every GPU shipping today, and $MU is a pure play on that bottleneck. I've also been bullish on $SNDK for months.

Once the chips exist, you have to wire thousands of them together at light speed, which is why $COHR, $LITE, and $APH are running the connective tissue of the entire AI economy.

The boxes themselves ship from $DELL and $SMCI... and both companies have been growing revenue faster than Nvidia in some quarters.

The chips physically get made at exactly two places... $TSM and $INTC, and there is no third option this decade no matter how much the market wishes there was.

The machines that build those fabs come from $ASML, $LRCX, and $KLAC, and they get paid first the moment a foundry expands.

And the whole thing rests on the architecture every accelerator on Earth licenses from one company... $ARM. They collect a royalty on all of it!

Go one layer deeper into photonics and it gets even more interesting. $AXTI (which I've talked about dozens of times) sits on the InP substrate chokepoint that every laser in the chain relies on, $AAOI is shipping 800G transceivers into hyperscalers as fast as they can build them, and $SIVE is the speculative play on the silicon photonics side.

Finally... on the demand side, the neoclouds are the ones writing the checks that flow back up this entire chain... $NBIS, $CRWV, $IREN, $DGXX (which I'm currently long), and more.

Hope this makes your AI bull market easier... 📈

[Stroke @Strokefails]

@mikealfred See you there at clsk!

[Stroke @Strokefails]

@ZeeContrarian1 Any advice on shorting UVXY and the spreads for it? I think I’m ready but new at this

[Public @public]

Now live: Trading Agent for Perplexity Computer

Connect your Public account to Perplexity and have AI help run trading strategies.

[Stroke @Strokefails]

@ZeeContrarian1 Is it too late for this kind of trade?

[Stroke @Strokefails]

@ZeeContrarian1 Will you post your trade?

[Stroke @Strokefails]

@FL0WG0D A hedge? This is insane

[Autism Capital 🧩 @AutismCapital]

🚨 NEW: They are trying to make the maps more gay. Lmao WHAT? This is not AI 💀

“We were trying to make the make the maps more gay.”

“How do you make a map more gay?”

“Since the age of cartography we’ve had good maps but maybe they weren’t gay enough.”

[Crémieux @cremieuxrecueil]

As it just so happens, a number of my subscribers have tested adding an amylin on top of the GLP-1RAs they're taking.

They lose weight faster and they break through their plateaus.

Info in the link below.

[Stroke @Strokefails]

@Mr_Derivatives But not if Claude tweets it can do something

[Stroke @Strokefails]

@ZeeContrarian1 Are you longing this dip?

[Crémieux @cremieuxrecueil]

He used Replit for the task and the app came out really nice. Apparently it only took him a few hours of refining and he had something he could easily get real use from.

And he had no prior engineering experience!

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

I never believed in the AI unemployment stuff but we should start panicking…

I just used Perplexity Computer and it one-shot an entire imaginary Acquired podcast episode about Ferrari

Script, voices, captions, everything

[Polymarket Money @PolymarketMoney]

The U.S. is positioning itself to dominate the semiconductor supply chain.

[ₕₐₘₚₜₒₙ @hamptonism]

Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal...

Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:

[Perplexity @perplexity_ai]

Introducing Perplexity Computer.

Computer unifies every current AI capability into one system.

It can research, design, code, deploy, and manage any project end-to-end.