rainbow
2.7K posts

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@FunOfInvesting @basispointpod Sofi needs a new breakthrough in tech idea
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rainbow retweetledi

Touchdown, Taipei.
NVIDIA CEO Jensen Huang has landed, and the countdown to #NVIDIAGTC at #COMPUTEX2026 is on.

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rainbow retweetledi

Our CEO @AnthonyNoto sat down with @amitisinvesting and @stevenfiorillo on @basispointpod for an hour-long conversation on where SoFi is headed.
Worth your Friday night. 🎙️
Basis Points@basispointpod
The Anthony Noto Interview: youtu.be/_XkSWXi2j-Y
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Great conversation. Appreciate how much time you spend on @Sofi . Thank you @stevenfiorillo and @amitisinvesting for having me on @basispointpod!
Steven Fiorillo@stevenfiorillo
It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!
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🚨🚨Small/Business Banking!!🚨🚨
@anthonynoto just said in his interview with @stevenfiorillo and @amitisinvesting "in June we will launch small and medium banking on a proprietary basis." (@ 52.35)
Great interview guys! I cannot wait to open an account for our business! $SoFi
Basis Points@basispointpod
$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
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rainbow retweetledi

$SLNH CEO John Belizaire and CFO Michael Picchi joined the @power_analys1s podcast to discuss Soluna’s Q1 results, the company’s AI strategy at Project Kati 2, and answer some of the biggest questions we’ve been hearing from investors.
Watch the full episode here: youtube.com/watch?v=dn9qv6…
@jbelizaireCEO @cazenove_uk @McnallieM2

YouTube
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Everyone’s watching what comes next.
Start with the NVIDIA GTC Live pregame show at COMPUTEX 2026.
Then watch Jensen Huang take the stage in Taipei to unveil the latest breakthroughs in AI and accelerated computing.
Tune in: nvda.ws/3PCsX7V
📍 Monday, June 1 | 9 a.m. Taipei Time
📍 Sunday, May 31 | 6 p.m. Pacific Time
#NVIDIAGTC
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@ViralMuzik1989 @grok what price and date did Robert L. Bugbee buy slnh shares
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$SLNH Whale Watch 🐳
Robert L. Bugbee just took a high-conviction stake:
• 9,168,000 shares (~9.3%)
• ~$19M position
• Big portion of his $73–88M net worth
Seasoned energy & infrastructure investor who’s crushed asymmetric bets before.
Smart money quietly loading the renewable AI/HPC pivot. ⚡

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$SATL #Satellogic Why I don't care about CF selling some shares?
I told you last April 22nd !!
CF has warrants for about 8.63M additional shares at $ 8.63 price.
IMO they are selling their current holdings, executing the warrants to rebuild position and ear $1 in the process.


El Loco de la Bolsa@loco_dela_bolsa
$SATL #Satellogic 🚨Warrants in Game - Why I don't expect further dilution 🚨- Opinion, NFA. After consolidating (IMO) a floor of USD 7, now is time to board this subject. Take a good look of this chart, and then I will try to explain the generics of it:
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$NVDA
NVIDIA PRICE TARGETS ACROSS THE STREET FOLLOWING Q1 EARNINGS:
Baird $300 —> $500
Evercore ISI $352 —> $413
Melius $380 —> $400
BofA Securities $320 —> $350
Benchmark $250 —> $335
Raymond James $323 —> $330
Wedbush $300 —> $330
Bernstein $300 —> $315
KeyBanc $300 —> $310
Truist Securities $287 —> $307
Jefferies $275 —> $300
Mizuho $275 —> $300
Fubon Securities $270 —> $300
Morgan Stanley $285 —> $288
Goldman Sachs $250 —> $285

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I know a lot of you will say that this is from an overpriced hawker centre...
But it was close to where we were and it looked and tasted authentic to me all the same 😋🇸🇬❤️🐈
#Newton




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Great news, retail investors will officially be offered @SpaceX IPO shares!
SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.
"Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX

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@amitisinvesting Company shdnt give dividend. Shd just buyback more shares
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$NVDA
NVDA Q1 2026 EARNINGS:
- Revenue reached $81.6B, +85% YoY
- Data Center Revenue of $75.2B, +92% YoY
- Announced a new $80B share buyback
- EPS of $1.87, +135% YoY
- Gross Margins of 75%, +14% YoY
- Guiding for $92B in revenue for Q2
- Increased dividend from $0.01 per share to $0.25 per share
JENSEN HUANG:
“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed. Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

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