Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and... Read more
Greetings to all investors—over the past few days confidence in Tesla’s Full Self-Driving (FSD) technology has been shaken by another series of incidents, the most striking of which involved a car repeatedly attempting to drive straight into a lake. This incident clearly demonstrates that a system built purely on camera vision still fails to recognize basic terrain features,... Read more
I only hear about these incidents from you here 😂. If something big and important had happened, it would probably have shown up everywhere. We'll see how their next results turn out.
While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a... Read more
Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and...
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I'd welcome a bigger stock move than just 0.2%. I'll probably buy more $META shares.
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Greetings to all investors—over the past few days confidence in Tesla’s Full Self-Driving (FSD) technology has been shaken by another series of incidents, the most striking of which involved a car repeatedly attempting to drive straight into a lake. This incident clearly demonstrates that a system built purely on camera vision still fails to recognize basic terrain features,...
Read more
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I only hear about these incidents from you here 😂. If something big and important had happened, it would probably have shown up everywhere. We'll see how their next results turn out.
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Devon Energy | Q4 2025: $702m of free cash flow shows execution, but the near-term setup gets noisier
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Bridgewater boosts Nvidia: a macro giant makes its clearest single-stock statement
Since Andy Jassy became Amazon's CEO ‼️
Revenues have risen by more than 50%, operating margins have nearly doubled, and operating cash flow has increased by almost 150%. 📊
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Thanks Andy for making the company cheaper for us investors :) We're happy to take advantage of this discount.
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Google at a crossroads as AI spending surges and investors reassess Big Tech
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While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a...
Read more
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This is extreme, but I’m not very surprised by Musk anymore. If there’s an IPO, it’ll be a roller coaster.
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Pfizer | Q4 2025: The post-COVID reset is largely done, and the route back to growth is clearer
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Amazon’s dramatic stock slide sparks investor debate over growth, spending, and big tech’s future