AkhenOsiris
Long ways off? Means another massive order cycle by Chinese before curbs take hold...supply constraints...post-deepseek a different world for the stock however

🔴 ⚠️ BREAKING: $NVDA TRUMP OFFICIALS DISCUSS TIGHTENING CURBS ON NVIDIA CHINA SALES. - FinancialJuice
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AkhenOsiris
Gotta love markets, multi-trillion dollar stock will be hanging on the words of a few customer CEOs tonight. Any innocuous remark, tone of voice, or even a sigh from them when responding to future spend plans could be impactful.

Pretty sure Nadella, Musk, Zuck don't want to fuck Jensen over intentionally, but these are live calls after all and markets love latching on to random nondescript b.s.
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AkhenOsiris
Good, Meta will now cut more unnecessary fat and rely on external devs for Llama!

$META

Meta Platforms is considering testing DeepSeek, the Chinese artificial intelligence models that have upended the AI industry and stock market, in its generative AI tools for advertisers, according to a Meta employee

Information - Oracle
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AkhenOsiris
What if in addition to restricting technology to China (the efficacy of which is in question) we offer their best and brightest no expiry H1Bs or even green cards?

Lure their talent. @dalibali2 , I mean the CCP, must be stopped at all costs.
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AkhenOsiris
I'll keep reposting this from time to time...is it time to just completely decouple?

Sometimes I have to remind myself that, unlike North Korea or Russia (the current favorite pariah nations), China has *significant* American business.

The way government, business, academia, etc speak about China even casually is that this nation must be stopped at all costs for the sake of humanity.

Yet they have 13,000 McDonald's, 10,000 KFCs, Apple, Coke, Nike, Starbucks, etc etc. The brands that stand for capitalism essentially.

It's pretty fucking wild. - AkhenOsiris
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⁠Quiver Quantitative
JUST IN: Senator Markwayne Mullin just said that we need to usher in an American Iron Dome.

Iron Dome interceptors are made by Raytheon, $RTX.

We have reported on multiple Raytheon stock purchases by Mullin.

He sits on the Senate Armed Services Committee.

Track politicians' portfolios on Quiver.
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⁠Startup Archive
RT @then_there_was: The only change I’d make is that you probably want some level of neuroticism paired with said high conscientiousness to make you aware of existential risks.

“Only the paranoid survive.”

Steve Jobs and Andy Grove are excellent examples of this.

Marc Andreessen on the 5 personality traits of an innovator

“When you’re talking about real innovators—people who actually do really creative, breakthrough work—I think you’re talking about a couple things:”

1. Very high in trait openness. “Just flat-out open to new ideas… And the nature of trait openness means you’re not just open to new ideas in one category—you’re open to many different kinds of new ideas… But of course, just being open is not sufficient because if you’re just open, you could just be curious and explore and spend your entire life reading, talking to people, but never actually create something.”

2. High level of conscientiousness. “You need somebody who’s really willing to apply themselves—typically over a period of many years to accomplish something great… For most of these people, it’s years and years of applied effort. You need somebody with an extreme willingness to basically defer gratification… Of course, this is why there aren’t many of these people—there aren’t many people who are high in openness and high in conscientiousness because to a certain extent, they’re opposed traits.”

3. High in disagreeableness. “If they’re not ornery, they’ll be talked out of their ideas… Because the reaction most people have to new ideas is ‘Oh, that’s dumb.’ So, somebody who’s too agreeable will be easily dissuaded to not pull on the thread anymore.”

4. High IQ. “They just need to be really smart because it’s hard to innovate in any category if you can’t synthesize large amounts of information quickly.”

5. Relatively low neuroticism. “If they’re too neurotic, they probably can’t handle the stress.”

Video source: @hubermanlab (2023) - Startup Archive
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⁠Quiver Quantitative
JUST IN: Former Senator Bob Menendez has been sentenced to 11 years on bribery charges.

Two years ago, we caught him selling up to $400K of solid gold bars.

He was charged three months after we made this post: https://t.co/IkCFGdP05n
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: ANOTHER Insider Purchase at $ALLY

The CEO of $ALLY has just reported purchasing $1M of the company's stock.

This comes two days after a $750K purchase by the CFO.

🚨BREAKING: New CFO Insider Purchase

The CFO of $ALLY has just reported purchasing $750k of the company's stock, increasing his ownership stake by 10%

This is the first insider purchase we have seen at Ally in over 2 years. - Insider Radar
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⁠Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q2 2025 Report 🗓️

•Rev: $69.6B (+12% YoY) ✅

•Operating Inc: $31.7B (+17% YoY) ✅

•Net Inc: $24.1B (+10% YoY) ✅

•Intelligent ☁️ Rev: $25.54B (+19% YoY) ✅

•Prod & Biz Rev: $29.4B (+14% YoY) ✅

•Personal Comp Rev: $14.7B (Flat YoY) ✅ https://t.co/GyUvdUcCzP
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⁠Investing visuals
$TSLA Q4 2024 earnings 🚨

Posting mixed Q4 results with a significant revenue, gross margin and EPS miss 🤔

Stock is down -3% after-hours https://t.co/ev8YDrHVo7
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⁠App Economy Insights
$MSFT Microsoft Q2 FY25 (ending December):

☁️ Azure +31% Y/Y fx neutral (vs. 34% in Q1).
🤖 AI revenue annual rate +175% Y/Y to $13B.

• Revenue +12% Y/Y to $69.6B ($0.8B beat).
• Gross margin 69% (+1pp Y/Y)
• Operating margin 45% (+2pp Y/Y).
• EPS $3.13 ($0.13 beat). https://t.co/5WLaFHFZUW
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