YaaS 📡

Tech Entrepreneur | Opinions that age well 📈🧠

[YaaS 📡 @yaas0x]

Artemis II crew just passed 100K miles from Earth and closing on the Moon 🌕

First humans near the Moon in 50+ years. Meanwhile most people scrolled past it. We're literally making history this week and nobody's talking about it. 🧑‍🚀

https://t.co/xWuvknABwx

[YaaS 📡 @yaas0x]

https://t.co/rIr1nH1y6s

[YaaS 📡 @yaas0x]

Jeff Dean is leaving Google after 15 years to start Discovery Loop, an AI-for-science startup. If you don’t know Dean, he built modern Google’s infrastructure. When the person who designed your AI stack leaves to bet on the next thing, that’s the signal.

[YaaS 📡 @yaas0x]

https://t.co/c30WMeSeqa

[YaaS 📡 @yaas0x]

Musk committed Tesla to Nvidia chips exclusively on Tuesday’s call. Lisa Su publicly wished him well. AMD fell 7% despite beating estimates. The read isn’t “AMD is losing.” It’s that in AI, one customer commitment can move $60B of market cap. Concentration is the whole game now.

[YaaS 📡 @yaas0x]

https://t.co/2eoemadCT3

[YaaS 📡 @yaas0x]

Every time Wall Street calls the AI trade over, it’s on a dip like Monday’s. NVDA -5%. AMD -5%. SOX -2%. The pattern since 2023 has been simple: capex-fear dips get bought within 3 weeks. Doesn’t guarantee it repeats. Does mean the setup is familiar. Ages well as an observation.

[YaaS 📡 @yaas0x]

https://t.co/Te3f9H3Zxt

[YaaS 📡 @yaas0x]

Setup nobody’s flagged for this week’s Mag 7 prints. The winner isn’t who raises capex most. It’s who explains the return on last year’s capex. GOOGL sidestepped it. MSFT can’t. Azure margins have to tell the story. That’s the trade Wednesday after close.

[YaaS 📡 @yaas0x]

https://t.co/Te3f9H3Zxt

[YaaS 📡 @yaas0x]

Meta launched Meta Compute this month, renting out excess GPU capacity. That’s the signal for what’s coming next. The hyperscalers are about to become the AI clouds and customers and the AI landlords, all at once. Vertical integration in AI infra is 27’s biggest untold theme.

[YaaS 📡 @yaas0x]

https://t.co/Bibbc7Fk7O

[YaaS 📡 @yaas0x]

The Nvidia sell-off Monday wasn’t about revenue. It was about who’s actually paying. When Nvidia backstops $250B for OpenAI to buy Nvidia chips, the P&L stops being a customer relationship and starts being a subsidy. That’s the shift the market is finally pricing in.

[YaaS 📡 @yaas0x]

https://t.co/Bibbc7Fk7O

[YaaS 📡 @yaas0x]

When Apple retook #1 market cap on Nvidia’s 5% drop yesterday, that’s the tell. Not that Apple’s back. That the AI trade is late enough in the cycle for cash flow to outperform capex commitment on a bad news day. Quality FCF over AI capex names into Q4. Rotation ages well.

[YaaS 📡 @yaas0x]

https://t.co/Te3f9H3Zxt

[YaaS 📡 @yaas0x]

3 of 4 Mag 7 names reporting this week will raise 2026 capex. MSFT + META Wed, AMZN Thu. Miss the raise, get punished for lack of AI conviction. Do it, get punished for eating FCF. The trade nobody’s watching: AAPL Thu. They don’t play the capex game and just retook #1 market cap

[YaaS 📡 @yaas0x]

https://t.co/2eoemadCT3

[YaaS 📡 @yaas0x]

$NVDA down 5% Monday on circular financing fears. $250B OpenAI backstop plus a $500B SK Group deal. Burry tweeted “around and around we go.” The tension: every dollar Nvidia guarantees flows right back to Nvidia chips. Bulls call it a flywheel. Bears call it 1999. Q4 tells us all

[YaaS 📡 @yaas0x]

https://t.co/MqjGCsgsxn

[YaaS 📡 @yaas0x]

$INTC reports after close today. Stock’s up 317% YoY on the Lip-Bu Tan turnaround. Wall Street wants 22¢ on $14.45B. The part nobody’s discussing: Intel just laid off inside DCAI, its fastest-growing segment at +22% YoY. You don’t cut winners unless the bigger reset is coming.