Morgan Stanley predicts 70,000 NVIDIA Rubin racks next year, driving 13% of total global NAND demand alone via KV-cache SSDs and ICMS 1.
UBS TPU report reveals MediaTek’s ASIC service fee per TPU chip is less than half of Broadcom’s for the TPU v8 generation. Google appears satisfied with MediaTek’s 224G SerDes IP quality, despite not fully matching Broadcom 10.
Live streaming now needs no spoken words; merely simulating is sufficient, eliminating the need for voice or script 3.
$NBIS acquired Tavily for $275M to boost real-time search infrastructure for AI agents, pushing Nebius into owning the agent tooling layer beyond just infrastructure 15.
$LMND is expanding its 50% FSD discount to Oregon. This move highlights $LMND’s foresight and core technology as catalysts for industry change 9.
The market consistently tricks participants into believing a top is in, only to rally further 2.
Risk in software isn’t further downside; it’s getting caught short in a massive rally 11.
Shorting the current market is highly risky, where a single trade can wipe out gains 12.
Software stocks experienced an unprecedented sell-off, worse than the dot-com bubble, signaling a generational buying opportunity 14.
Short interest in the $TLT ETF reached a record 150.5 million shares, 10X March 2023 levels, and tripled since 2024, indicating a heavily crowded short bond trade 7.
$ETH reliably touches $2,100 annually, making it an excellent trading vehicle rather than a long-term investment 6.
The core difference between rich and poor investors is mindset; poorer individuals often chase “get-rich-quick” schemes via high-risk assets, while wealthier investors maintain well-allocated portfolios 4.
A true long-term investment requires minimal monitoring (e.g., checking every few weeks); daily monitoring suggests a short-term trade masquerading as long-term 8.
Amazon ($AMZN) is undervalued on a sum-of-the-parts basis at ~$208 (current market cap ~$2.2T): e-commerce at $269B (worth ~$300B), AWS at $129B (easily a ~$1.8T business), and ads at $69B (a ~$500B business) 5.
US manufacturing employment is in a deep decline, with January seeing -8,000 jobs shed. This marks the 32nd consecutive monthly drop, the longest streak since data started in 2010 16.
Michael Saylor (MicroStrategy) has no plans to sell Bitcoin ($BTC) and expects to buy every quarter, viewing volatility as opportunity. His long-term thesis projects $BTC could double or triple S&P returns over a 4-8 year horizon 13.