AkhenOsiris
When a winner is established (or at least not a loser) amongst the massive pile of carcasses, the rerating just back to where it was would be a monster ripper.
Lord fucking knows who comes out unscathed, I keep scratching my head on some names yet they only go down down down
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When a winner is established (or at least not a loser) amongst the massive pile of carcasses, the rerating just back to where it was would be a monster ripper.
Lord fucking knows who comes out unscathed, I keep scratching my head on some names yet they only go down down down
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AkhenOsiris
OpenAI $GOOGL $AMZN $MSFT $ORCL
OpenAI’s rivals are cutting into ChatGPT’s lead. The top chatbot’s market share fell from 69.1% to 45.3% between January 2025 and January 2026 among daily U.S. users of its mobile app. Gemini, in the same time period, rose from 14.7% to 25.1% and Grok rose from 1.6% to 15.2%.
The data, obtained by Big Technology from mobile insights firm Apptopia, indicates the chatbot race has tightened meaningfully over the past year with Google’s surge showing up in the numbers. Overall, the chatbot market increased 152% since last January, according to Apptopia, with ChatGPT exhibiting healthy download growth.
On desktop and mobile web, a similar pattern appears, according to analytics firm Similarweb. Visits to ChatGPT went from 3.8 billion to 5.7 billion between January 2025 and January 2026, a 50% increase, while visits to Gemini went from 267.7 million to 2 billion, a 647% increase. ChatGPT is still far and away the leader in visits, but it has company in the race now.
“ChatGPT showed really strong growth for most of 2025,” said David Carr, insights news and research editor at Similarweb. “That said, we did see a ChatGPT traffic dip in November / December, which coincided with a growth spurt for Gemini. Preliminary data for January show ChatGPT traffic recovering but not back to its peak of 6 billion + visits in October. And Gemini continues to grow strongly, up another 17% month over month based on a preliminary estimate for January.”
h/t @Kantrowitz
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OpenAI $GOOGL $AMZN $MSFT $ORCL
OpenAI’s rivals are cutting into ChatGPT’s lead. The top chatbot’s market share fell from 69.1% to 45.3% between January 2025 and January 2026 among daily U.S. users of its mobile app. Gemini, in the same time period, rose from 14.7% to 25.1% and Grok rose from 1.6% to 15.2%.
The data, obtained by Big Technology from mobile insights firm Apptopia, indicates the chatbot race has tightened meaningfully over the past year with Google’s surge showing up in the numbers. Overall, the chatbot market increased 152% since last January, according to Apptopia, with ChatGPT exhibiting healthy download growth.
On desktop and mobile web, a similar pattern appears, according to analytics firm Similarweb. Visits to ChatGPT went from 3.8 billion to 5.7 billion between January 2025 and January 2026, a 50% increase, while visits to Gemini went from 267.7 million to 2 billion, a 647% increase. ChatGPT is still far and away the leader in visits, but it has company in the race now.
“ChatGPT showed really strong growth for most of 2025,” said David Carr, insights news and research editor at Similarweb. “That said, we did see a ChatGPT traffic dip in November / December, which coincided with a growth spurt for Gemini. Preliminary data for January show ChatGPT traffic recovering but not back to its peak of 6 billion + visits in October. And Gemini continues to grow strongly, up another 17% month over month based on a preliminary estimate for January.”
h/t @Kantrowitz
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Offshore
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AkhenOsiris
Make it make sense 🦍
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Make it make sense 🦍
👀 quick excerpts from ETR Macro Views (h/t @mdsmaldon)
- 2026 IT spend growth = highest reading since Jan *2022*
- software spending +4.0%
- cloud spending +7.9%
- data on ROI and mix of AI in-house vs vendor-made
https://t.co/TRGF2fSy0p https://t.co/9YHpj6c8Kr tweet
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Chips & SaaS
RT @firstadopter: FOUND IT! https://t.co/g0nGzeFkz0
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RT @firstadopter: FOUND IT! https://t.co/g0nGzeFkz0
I remember a decades-old interview with Druckenmiller where he said when companies start investing in building factories and spending capex on a stronger economy, it takes capital away from financial markets and assets, so it’s bad for stocks. Is that what’s happening now? tweet
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Fiscal.ai
AMD Q4 Revenue Growth by Category
Data Center +39%
Client +34%
Gaming +50%
Embedded +3%
$AMD: -4.2% after hours https://t.co/ASWhB1kJsa
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AMD Q4 Revenue Growth by Category
Data Center +39%
Client +34%
Gaming +50%
Embedded +3%
$AMD: -4.2% after hours https://t.co/ASWhB1kJsa
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Offshore
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Fiscal.ai
AMD just crossed $10B in quarterly revenue for the first time ever.
"We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”
$AMD https://t.co/q2uHFbapei
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AMD just crossed $10B in quarterly revenue for the first time ever.
"We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”
$AMD https://t.co/q2uHFbapei
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Offshore
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Brady Long
RT @thisguyknowsai: Grok 4.1 is dangerously good.
But 99% of people are sleeping on what it can actually do.
I’ve used it to build apps, generate content, automate deep research, and more.
Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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RT @thisguyknowsai: Grok 4.1 is dangerously good.
But 99% of people are sleeping on what it can actually do.
I’ve used it to build apps, generate content, automate deep research, and more.
Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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Offshore
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App Economy Insights
$AMD AMD Q4 FY25:
• Revenue +34% Y/Y to $10.3B ($0.6B beat).
• Operating margin 17% (+6pp Y/Y).
• Non-GAAP EPS $1.53 ($0.21 beat).
• Q1 FY26 rev guide ~$9.8B ($0.4B beat). https://t.co/afpWaIWa1j
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$AMD AMD Q4 FY25:
• Revenue +34% Y/Y to $10.3B ($0.6B beat).
• Operating margin 17% (+6pp Y/Y).
• Non-GAAP EPS $1.53 ($0.21 beat).
• Q1 FY26 rev guide ~$9.8B ($0.4B beat). https://t.co/afpWaIWa1j
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Offshore
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Fiscal.ai
Chipotle has now reported 4 quarters in a row of transactions declines.
Meanwhile, the average check continues to grow.
$CMG https://t.co/Mx7WCtNyxt
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Chipotle has now reported 4 quarters in a row of transactions declines.
Meanwhile, the average check continues to grow.
$CMG https://t.co/Mx7WCtNyxt
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