Investing visuals
Software valuation tier list:

• Cheap(ish): $RBRK, $GTLB, $TEAM, $WDAY
• Reasonable: $NOW, $VEEV, $PANW, $ZS
• Expensive: $PLTR, $CRWD, $FIG, $NET

Any names you would add? https://t.co/unoAVwLK9a
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Investing visuals
It's official: $NVDA is the first company ever to hit $5 trillion 🤯 https://t.co/3XG4Nu5s38
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ToffCap
These things have massive cycles, and trough the cycle IRRs tend to be poor, but I love Amplitech's $AMPG aggressiveness anyway 😜 https://t.co/1BrYv0aCRs
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Quiver Quantitative
BREAKING: Representative Marjorie Taylor Greene just filed new stock trades.

She bought more Bitcoin, $IBIT.

She has now bought up to $125K of Bitcoin so far this year.

Full trade list up on Quiver. https://t.co/6UTXyafnSv
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Quiver Quantitative
UPDATE: Bloom Energy stock, $BE, has now risen 101% since Representative Gil Cisneros bought in.

It's been barely a month.

Track politicians' portfolios on Quiver. https://t.co/A5IAwvx3FF
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ToffCap
When stocks go vertical and still remain cheap... $LDB

h/t @david_katunaric 😘 https://t.co/VXxzDNHz0A
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AkhenOsiris
$AMZN

Amazon said on Wednesday it has launched its compute cluster project called Rainier, and added that artificial intelligence firm Anthropic will use more than a million chips of the infrastructure by the end of the year.

The tech giant had started Project Rainier last year to build an AI compute cluster spread across multiple data centers in the U.S. The computer incorporates nearly half-a-million of Amazon's in-house Trainium2 chips.

As AI models advance, cloud firms such as Amazon's Web Services are scaling up their data center plans to meet the growing need for massive compute capacity.

Anthropic, backed by Amazon, is using Project Rainier's compute cluster to build and deploy its AI model Claude. The AI firm will scale to use more than 1 million Trainium2 chips across Amazon's Web Services by the end of this year.

Rainier's compute power will also be used for future versions of Claude, Amazon said.
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AkhenOsiris
$AMZN

Are they just teasing an AWS accel the day before earns?

$AMZN

Amazon said on Wednesday it has launched its compute cluster project called Rainier, and added that artificial intelligence firm Anthropic will use more than a million chips of the infrastructure by the end of the year.

The tech giant had started Project Rainier last year to build an AI compute cluster spread across multiple data centers in the U.S. The computer incorporates nearly half-a-million of Amazon's in-house Trainium2 chips.

As AI models advance, cloud firms such as Amazon's Web Services are scaling up their data center plans to meet the growing need for massive compute capacity.

Anthropic, backed by Amazon, is using Project Rainier's compute cluster to build and deploy its AI model Claude. The AI firm will scale to use more than 1 million Trainium2 chips across Amazon's Web Services by the end of this year.

Rainier's compute power will also be used for future versions of Claude, Amazon said. - AkhenOsiris
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AkhenOsiris
$AMZN

“They’re already running about 500,000 chips in Indiana today,” Garman said. “And in fact, it’s going so well that they’ve actually doubled down on that order.” Amazon expects the number to reach a million by the end of the year.

$AMZN

Are they just teasing an AWS accel the day before earns? - AkhenOsiris
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Investing visuals
$RBRK is down 🔻5% today, seemingly on no significant news.

With no change in fundamentals, the risk/reward becomes increasingly attractive as the stock sells off.

With strong execution, I believe there’s meaningful upside for long-term oriented shareholders. https://t.co/YnZTW4hXkZ

Presenting you my first deep dive, covering $RBRK:

• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader

This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.

Let’s dive in! (~25 min. read) 🧵👇 - Investing visuals
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