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Benjamin Hernandez😎
Pfizer sales slipped as Covid drug demand keeps fading, shifting focus to pipeline execution and margins. Pharma traders watching guidance and defensive flows.
$PFE $MRK $JNJ https://t.co/ejQP1G4apH
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Pfizer sales slipped as Covid drug demand keeps fading, shifting focus to pipeline execution and margins. Pharma traders watching guidance and defensive flows.
$PFE $MRK $JNJ https://t.co/ejQP1G4apH
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The Transcript
PepsiCo double beat
CEO: "PepsiCo’s Q4 25 results reflected a sequential acceleration in reported and organic revenue growth, with improvements in both the North America & International businesses."
$PEP: -1% Pre-Market https://t.co/rldmKXQsa3
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PepsiCo double beat
CEO: "PepsiCo’s Q4 25 results reflected a sequential acceleration in reported and organic revenue growth, with improvements in both the North America & International businesses."
$PEP: -1% Pre-Market https://t.co/rldmKXQsa3
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Chips & SaaS
RT @dnystedt: China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory, media report, citing unnamed supply chain sources. YMTC’s Wuhan P3 plant expansion will begin DRAM production in the 2nd half 2026. YMTC is developing hybrid bonding techniques for HBM memory, and LPDDR5 is part of efforts to build DRAM production expertise. In its mainstay NAND memory business, Beijing has tasked YMTC with ensuring stable supplies to consumer electronics and automotive firms. $MU #SKhynix #Samsung $000660 $005930 https://t.co/gyeyu4hSeY
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RT @dnystedt: China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory, media report, citing unnamed supply chain sources. YMTC’s Wuhan P3 plant expansion will begin DRAM production in the 2nd half 2026. YMTC is developing hybrid bonding techniques for HBM memory, and LPDDR5 is part of efforts to build DRAM production expertise. In its mainstay NAND memory business, Beijing has tasked YMTC with ensuring stable supplies to consumer electronics and automotive firms. $MU #SKhynix #Samsung $000660 $005930 https://t.co/gyeyu4hSeY
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The Transcript
PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores.
Board comment: While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations."
$PYPL: -16% Pre-Market https://t.co/I76WPqt9ON
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PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores.
Board comment: While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations."
$PYPL: -16% Pre-Market https://t.co/I76WPqt9ON
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Chips & SaaS
RT @aakashgupta: Sam just posted the corporate equivalent of “we’re fine, everything’s fine” while Reuters cites eight sources saying OpenAI has been actively shopping for Nvidia alternatives since last year. His own staff blamed Nvidia’s GPUs for Codex performance issues. Three days ago on a press call, Sam himself said customers “put a big premium on speed for coding work” and that Cerebras would help meet that demand.
The reason this matters: inference is now two-thirds of all AI compute spending. Training made Nvidia untouchable. Inference is a different game. GPUs rely on external memory (HBM), which creates a latency bottleneck every time a chatbot fetches data to generate a response. For something like Codex, where users need code generated fast enough to feel like pair programming, that bottleneck becomes a product problem.
OpenAI went to Groq to solve it. Groq’s LPU architecture uses on-chip SRAM instead of external memory, which eliminates the fetch penalty and makes inference dramatically faster. OpenAI was in active discussions with both Groq and Cerebras for chips that would handle roughly 10% of their inference fleet.
Then Nvidia wrote a $20 billion check and absorbed Groq’s entire leadership team, IP, and 90% of its engineers. That deal closed five weeks ago.
Read that sequence again. OpenAI identifies a performance gap in Nvidia hardware. OpenAI starts talking to Nvidia’s most credible inference competitor. Nvidia buys that competitor for 3x its last valuation. Now Sam is posting “we love working with Nvidia.”
This is what a hostage negotiation looks like in the semiconductor industry. Nvidia’s $100 billion investment in OpenAI has been “closing within weeks” since September. The Groq acquisition wasn’t a technology play. It was a blocking move. Nvidia paid $20 billion to make sure its largest customer couldn’t build an escape route from GPU dependence.
Sam knows all of this. His tweet reads like damage control because it is damage control. The “insanity” he doesn’t get is eight of his own people talking to Reuters.
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RT @aakashgupta: Sam just posted the corporate equivalent of “we’re fine, everything’s fine” while Reuters cites eight sources saying OpenAI has been actively shopping for Nvidia alternatives since last year. His own staff blamed Nvidia’s GPUs for Codex performance issues. Three days ago on a press call, Sam himself said customers “put a big premium on speed for coding work” and that Cerebras would help meet that demand.
The reason this matters: inference is now two-thirds of all AI compute spending. Training made Nvidia untouchable. Inference is a different game. GPUs rely on external memory (HBM), which creates a latency bottleneck every time a chatbot fetches data to generate a response. For something like Codex, where users need code generated fast enough to feel like pair programming, that bottleneck becomes a product problem.
OpenAI went to Groq to solve it. Groq’s LPU architecture uses on-chip SRAM instead of external memory, which eliminates the fetch penalty and makes inference dramatically faster. OpenAI was in active discussions with both Groq and Cerebras for chips that would handle roughly 10% of their inference fleet.
Then Nvidia wrote a $20 billion check and absorbed Groq’s entire leadership team, IP, and 90% of its engineers. That deal closed five weeks ago.
Read that sequence again. OpenAI identifies a performance gap in Nvidia hardware. OpenAI starts talking to Nvidia’s most credible inference competitor. Nvidia buys that competitor for 3x its last valuation. Now Sam is posting “we love working with Nvidia.”
This is what a hostage negotiation looks like in the semiconductor industry. Nvidia’s $100 billion investment in OpenAI has been “closing within weeks” since September. The Groq acquisition wasn’t a technology play. It was a blocking move. Nvidia paid $20 billion to make sure its largest customer couldn’t build an escape route from GPU dependence.
Sam knows all of this. His tweet reads like damage control because it is damage control. The “insanity” he doesn’t get is eight of his own people talking to Reuters.
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.
I don't get where all this insanity is coming from. tweet
X (formerly Twitter)
Sam Altman (@sama) on X
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.
I don't get where all this insanity is coming from.
I don't get where all this insanity is coming from.
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Chips & SaaS
RT @denisewu: When will Europeans realize that buying things from China manufacturing contributes to pollution? https://t.co/lvQDc8MGFO
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RT @denisewu: When will Europeans realize that buying things from China manufacturing contributes to pollution? https://t.co/lvQDc8MGFO
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The Transcript
RT @TheTranscript_: $TMO CEO: ThermoFisher returned $3.6B to shareholders via buybacks and dividends in 2025.
“We were active returners of capital, $3.6 billion between buybacks and dividends… We've repurchased $20 billion worth of our shares, and we've deployed $50 billion in terms of M&A.”
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RT @TheTranscript_: $TMO CEO: ThermoFisher returned $3.6B to shareholders via buybacks and dividends in 2025.
“We were active returners of capital, $3.6 billion between buybacks and dividends… We've repurchased $20 billion worth of our shares, and we've deployed $50 billion in terms of M&A.”
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The Transcript
$HPQ HP CEO to @BrianSozzi on taking up the new role at PayPal:
"I think PayPal has a great future. We need to improve execution and make more progress in the initiatives that we have in place. And this is going to be my goal doing to in the next year."
$PYPL
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$HPQ HP CEO to @BrianSozzi on taking up the new role at PayPal:
"I think PayPal has a great future. We need to improve execution and make more progress in the initiatives that we have in place. And this is going to be my goal doing to in the next year."
$PYPL
PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores.
Board comment: While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations."
$PYPL: -16% Pre-Market https://t.co/I76WPqt9ON tweet
Chips & SaaS
RT @SenDanSullivan: Taiwan’s legislature adjourned last week without passing the budget necessary for Taiwan to defend itself. Meantime, the leadership of the opposition party responsible for this, the KMT, is in Beijing meeting with the CCP and planning bigger engagements. It doesn’t take a genius to figure out what’s going on here. I’ve warned before - short changing Taiwan’s defense to kowtow to the CCP is playing with fire.
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RT @SenDanSullivan: Taiwan’s legislature adjourned last week without passing the budget necessary for Taiwan to defend itself. Meantime, the leadership of the opposition party responsible for this, the KMT, is in Beijing meeting with the CCP and planning bigger engagements. It doesn’t take a genius to figure out what’s going on here. I’ve warned before - short changing Taiwan’s defense to kowtow to the CCP is playing with fire.
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Chips & SaaS
RT @GordonGChang: In the first half-decade of this century, Gen. Chi Haotian, then China’s defense minister, reportedly gave a secret speech advocating the use of biological weapons to exterminate the American population. The CCP is apparently now building the infrastructure on our soil to do that.
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RT @GordonGChang: In the first half-decade of this century, Gen. Chi Haotian, then China’s defense minister, reportedly gave a secret speech advocating the use of biological weapons to exterminate the American population. The CCP is apparently now building the infrastructure on our soil to do that.
The FBI raided what appears to be another Chinese biological weapons lab on American soil, this one in Las Vegas. #China tweet
X (formerly Twitter)
Gordon G. Chang (@GordonGChang) on X
The FBI raided what appears to be another Chinese biological weapons lab on American soil, this one in Las Vegas. #China
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Moon Dev
omg my clawbot, cracker just found a 7,547%
we are going to be billionaires https://t.co/0mxxy72Qyc
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omg my clawbot, cracker just found a 7,547%
we are going to be billionaires https://t.co/0mxxy72Qyc
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