Topic
Everything our editor has picked under this tag, best first.
$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.
Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.
$EXLS Highly innovative founder-CEO rapidly taking share w AI-based services. High-teens topline growth w expanding margins, higher value-add mix to attractive end-markets. 17x P/E yet to reflect business transformation. 100% FCF to buybacks. Winning customers from $ACN $DXC $WIT
$FPH mentions on call they are currently talking to anchor tenants for the 2.8mm sf of R&D/tech-dedicated entitlements for Candlestick. Not many options for contiguous brand new space in SF. Would be interesting if they secured a whale like Anthropic, OpenAI or Databricks.
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
Microsoft’s results showed accelerating Azure growth, compute demand gains and operating cash flow growth above 30%, supporting the AI infrastructure trade despite lower reported capex from accounting changes.
$MSFT is showing us how to have your AI cake and eat it too. Zuck should take notes
...."but we might not take the offer bc we have all these reasons to use the compute internally even though we missed ad revs" (basically) $meta https://t.co/ozJ63qcFIL
Meta’s committed AI capex risks exceeding financeable demand as capital costs rise, forcing a pivot from excess capacity.
@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.
@kermankohli GCP is baked into $GOOGL's price already. $META's cloud optionality is obviously not. You may prefer the known thing but its the unknown things that over much more asymmetry.
Alphabet faces a two-front AI capex burden, funding internal search competition and external cloud capacity without Meta’s excess-compute pivot.
Alphabet beat its stated KPIs, but a 6% stock decline signals investor resistance to hyperscaler AI capex without quantified cash returns.
They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN
TeraWulf could secure a data-center tenant by late June as Anthropic pursues leases, raising the prospect of AI infrastructure upside.
$HPE let's fucking go. https://t.co/OjNXeIX0yM
@Minnvestor $NVT you'd think would be up more today. Also w/ TPUs and Project Deschutes what w/ Anthropic S-1 and rev growth. Do you think just overlooked?
Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco…
Neonode says moving toll-system spectrum by a few MHz would cost tens of millions, while camera-based AI already handles half of toll reading.
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
Nvidia’s vendor financing of neocloud customers creates Lucent-era credit risk, while LLM and memory innovation could erode AI infrastructure pricing power and ASIC competition.
Super Micro Computer forecasts FY2027 sales of $65 billion to $72 billion and first-quarter sales of $14.5 billion to $15.5 billion, with non-GAAP EPS of $1.01 to $1.10.
Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
