Is it possible Cerebras $CBRS wouldn’t exist if Nvidia $NVDA thought about pricing differently ?
And what of the #SpaceX #IPO?
Fun conversation with the great @JulesHyman.
finance.yahoo.com/video/cerebras…
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Cory Johnson ⚡️
13.5K posts
Cory Johnson ⚡️
@CoryTV
Man of many 🎩s. Investor and Epistrophy Capital Research Chief Market Strategist. Host of @DrillDownPod. Ex- @Business & @CNBC.
San Francisco, CA & New York Katılım Şubat 2011
2.4K Takip Edilen54.5K Takipçiler
@YahooFinance @CoryTV Be careful listening to these talking heads and do your own research. Nvidia already acquired $CBRS competitor and Cerebras stock price is priced beyond perfection:
x.com/TechNTech42/st…
Tech n' Tech ㊷ 🤓@TechNTech42
@StockMKTNewz $CBRS Risks: 1. High Valuation 2. Gross Margin: 42% (vs. Nvidia at 75%) 3. Dilution Risk: CBRS will give 10% of stock to OpenAI if it spends $30B in next 3 years (vs. initial $20B agreement) per S-1 filing 4. Nvidia acquired Cerebras competitor Groq for upcoming NVIDIA Groq 3 LPX
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"We'll see what the dominant chip company is in five years," Epistrophy Capital Research chief market strategist @CoryTV says on Cerebras' WSE-3 AI chip. "It might not be Nvidia anymore."
Full comments:
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👇👇👇
Schwab Network@SchwabNetwork
.@CoryTV talks all things $CRWV ahead of its quarterly earnings. “This company — for every dollar that comes in the door — they lose about $1.30,” he tells @NPetallides, adding that debt costs are weighing on the company. He remains focused on companies like $GLW, $COHR and $FN for the next phase of the AI buildout. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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@SchwabNetwork @CoryTV @NPetallides Always a treat to hear great market insights from my friend and colleague @CoryTV! Excited to join @NPetallides on @SchwabNetwork tomorrow talking results from $CRWV $UBER $DASH and $CART!
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.@CoryTV talks all things $CRWV ahead of its quarterly earnings.
“This company — for every dollar that comes in the door — they lose about $1.30,” he tells @NPetallides, adding that debt costs are weighing on the company.
He remains focused on companies like $GLW, $COHR and $FN for the next phase of the AI buildout.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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Terrific piece by @JohnKeilman. It really captures that part of the Rust Belt that was still hanging on. wsj.com/business/stanl…
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ASML targets 60 Low-NA EUV shipments in 2026, scaling to 80 in 2027. The stock fell on results day. Is the selloff a demand concern — or just noise around export controls? We take a look.
instagram.com/p/DXM2klbAK-K/
$ASML 🎙️ @DrillDownPod #DrillDownEarnings #ASML
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ASML shares dropped, but High-NA EUV has cleared 500K+ wafers at 80%+ availability. Customers are moving to product wafer testing. Is the transition on track regardless? We explain.
youtu.be/W4UzdtHDP-w
$ASML 🎙️ @DrillDownPod #DrillDownEarnings #ASML
YouTube
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$ASML sold off hard, but Installed Base Management revenue rose to €2.5B in Q1, up from €2.1B in Q4 2025. High-margin service revenue is accelerating. Is Mr. Market wrong? We take a look. 👉
@drilldownpod/video/7629409527561080077" target="_blank" rel="nofollow noopener">tiktok.com/@drilldownpod/…
🎙️ @DrillDownPod #DrillDownEarnings #ASML
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Cory Johnson ⚡️ retweetledi
ASML stock sold off after Q1 results. But €8.8B revenue and 53% gross margin came in at the high end of guidance. What exactly did the market expect? We take a look.
youtu.be/W4UzdtHDP-w
$ASML 🎙️ @DrillDownPod #DrillDownEarnings #ASML
YouTube
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@knbrmurph Congratulations Brian! I'm four deep into these announcements and they're all a thrill!
(And I found good luck by receiving calls about all of them while sitting at the same table at Friday lunch @NorcinaSF!)
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You parent and you parent and you parent and one day your little boy grows up and you are filled with pride and emotion. You did it all yourself, kid. Not only are we all proud, but somewhere in the great beyond, your Grandpa and great Grandpa sure are, too
❤️🇺🇸
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The fine folks at @SpaceX keep a live tally of the @SpireGlobal satellite constellation.
satellitemap.space/constellation/…
Just 82 of $SPIR's planned 200 satellites are in orbit. Disturbingly, the tracker also notes 146 Spire Global satellites have "decayed".
Don't look up!
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After years of telling everybody else how to run the country and months of deliberation, I have a special announcement:
I’m running for President of the United States in 2028.
I am aware of what happened the last time I worked in the White House.
But I do believe I can help guide this country in the right direction.
Join me and help me heal America.
Mooch 2028 🇺🇸
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@alyssakrejmas @TarlonKhoubyari Nametags: the absolute worst aesthetic that ruins everything else a conference organizer can do. Can. Not. Stand.
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@TarlonKhoubyari I am anti name tags
Hate wearing them
I find them especially unnecessary when it’s a smaller event <30 people
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actually curious to hear what other people think
if you're at an event and there are name tags, do you find them useful?
Tarlon@TarlonKhoubyari
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@StevenDickens3 I'm so into Oracle Database 23ai that I've forgotten that "23" was Michael's number. It will now only be associated with databases for me from now on! $ORCL
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@CoryTV When that pesky sun moves!!!
Great to see you this week.
San Carlos, CA 🇺🇸 English
The future is so bright I shoulda worn shades! 😎
Schwab Network@SchwabNetwork
In an interview with @NPetallides, @CoryTV says networking companies will be among those that benefit the most from AI CapEx. He also shares tangible developments from Nvidia’s GTC 2026 and mentions $NVDA as an overlooked winner in the AI space, calling it an “incredible company that seems not to benefit from its own success.” “The importance of that company and what they’ve created will last for generations,” he adds. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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A chart from my model on the what $TPVG is showing lately, with various types of software up to 32% of all loans (up from 18% six months ago).
George Bartlett@gbartletr
@BoringBiz_ I wrote about this misleading creative portfolio bucketing by credit funds in my analysis of $TPVG 3 years ago Cc @DonutShorts 🤔 crossingthepond.co.uk/blog/stormy-we…
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@benitoz C'mon man! This about the photonics revolution! Squinting is just right!
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😎😎😎
Schwab Network@SchwabNetwork
.@CoryTV says $1 trillion is “an amazing number” for Nvidia (NVDA), which was making chips for gamers’ computers just five years ago. He sees money flowing into data centers, power, and optical networking as chips are increasingly used for AI. Watch the full interview on all things Nvidia, from where it goes from here to who benefits from the massive CapEx spend: youtube.com/watch?v=WSFuWz…
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