@jimcramer « Missing 2025 target » discussed in April 2026, just when the AI sector is ripping to ATH. Amazing!
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Ismail Ben Ayed
349 posts
Ismail Ben Ayed
@IsmailBenAyed1
Professor, @ETSMTL and @CRCHUM
Montréal, Québec Katılım Temmuz 2018
57 Takip Edilen189 Takipçiler
Journal OpenAI hitjobs perfectly timed to scare everyone out of tech. So amazing...
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@HatedMoats Even a fumier++ thing: nvo will drop of they deny it :)))
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Funny thing: This is actually objectively the best chance $HIMS has for a short squeeze.
Funnier thing: This actually already was the ‘short squeeze’.
Funniest thing: $NVO ends up denying all of this and $HIMS’ stock collapses even more.
Which one will it be?
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@investseekers Perhaps they should focus better on the business and the science, rather than focusing on lawsuits. Good, well priced products is what win market shares, not lawsuits.
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Speculation is growing that $NVO could look very different in the future.
With patent cliffs looming for Wegovy and Ozempic in the early 2030s, some investors say Novo may need to broaden beyond obesity and diabetes.
Health investor Claus Henrik Johansen notes there is nothing concrete yet, but the debate has intensified after the recent CagriSema disappointment.
The key issue: once patents expire, revenue pressure rises, and diversification could help reduce dependence on single pipeline bets.
CEO Mike Doustdar has already signaled openness to acquisitions, reportedly up to $40B for the right asset.
Link to article (in Danish): euroinvestor.dk/nyheder/sundhe…
#StocksToWatch #investing
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@amitisinvesting @Citrini7 AI is hype and this will cause market crash. Now, actually the opposite, AI will be so successful that it will disrupt everything, and still this will cause market crash. Interesting phylosophical times!
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for those that don’t know, an article by a popular substack @Citrini7 went viral over the weekend
i thought the article was very well thought out and presented a simple perspective:
what happens if AI becomes so good that agents take over the application layer and unemployment rises to historic levels?
it seems like algorithms across the market scanned through that article & maybe some large funds took the article’s perspective very seriously
as multiple banks/business media outlets are now citing the article, seems like it did have a tangible impact
the broader question isn’t necessarily the article’s claims going viral but how an article with these types of claims was ABLE to go viral
the market is so on tilt…and the bear case around AI being so good is more compelling than the optimistic “age of abundance” bull case
one AI stock not affected today? $NVDA, as the article cites that it may end up becoming the ultimate winner when all is said and done
but if the economy crashes to historic unemployment…owning stocks might not really hedge against that
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@michaeljburry Think about all aspects of the digital economy we are heading into (autonomous vehicles, coding agents, content creation, robotics in manufacturing, to name a few) are running continueously inference 24h/day on some GPU. So it is not stopping anytime soon!
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A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?”
It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales?
But if it scales, when does it end?
Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways.
When does it end?
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Ismail Ben Ayed retweetledi
Excited to share that 2 of our papers have been accepted at #CVPR2026 ! 😌🎉 @IsmailBenAyed1 @josedolz_ets @leofillioux
🔹 ORION: ORthonormal Text Encoding for Universal VLM AdaptatION
🔹 SoC: Semantic Orthogonal Calibration for Test-Time Prompt Tuning
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@kakashiii111 lol this is not about short term catalysts for the stocks (but, it is understandable that nervous nvidia shorts just see that). This is about Meta securing compute capacity for 2027 and far beyond (nvidia sold out for 2026). These guys think in decades not quarters.
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Nvidia, while struggling to find a catalyst to break its stock out of consolidation and with H200 headlines no longer moving the needle, issues a press release stating that its already second-largest customer, Meta, will continue buying GPUs.
Why is that considered a catalyst? Can someone explain?
Will the next catalyst be a partnership with Microsoft?
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@The_AI_Investor It is indeed total BS: Training and inference are very similar compute processes (forward passes for inference and forward/backward for training). So a GPU that is good for training cannot be bad for inference and vice versa. I still believe AMD is winner thought (given demand)
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Anyone is is saying the AMD leader in inference bs ?
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@BellaBaddie__ We are are some kind of AI and answering that question is beyond our capabilities (the answer is not in our physical training data) -:))
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Ismail Ben Ayed retweetledi
If you thought it was normal for $NVDA to fall on no other news except Google Amazon capex going up 50% ..
then I have Michael Burry subscription to sell you!
The AI Investor@The_AI_Investor
When megacaps drop ~10% on top of an existing sell-off with no major news, and NVDA sells off despite a 50% increase in capex, it can feel like we’re being manipulated into panic-selling our assets. Or maybe we’re just living in a simulation.
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Ismail Ben Ayed retweetledi
AMAZON SEES 2026 CAPEX ~$200B vs EST. $146.11B
Looks like Capex will be spent on buying iPhone for employees based on $NVDA and $AAPL stock price movements in the past week!
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@great_martis You forgot to add Bitcoin. How we lookin for Bitcoin?
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@The_AI_Investor Most of the AI spending is by the 4 hyperscalers with huge and growing earnings/AI use cases. They are spending on AI infra to maintain their competitiveness / earnings for the next decades. So, IMHO, he is wrong, completely wrong.
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Michael Burry just said "return on investment will continue to fall, almost all AI companies will go bankrupt, and much of the AI spending will be written off."
I am not saying he will be right or wrong, nobody knows for sure, but why he is so sure and posted it like fact ?
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@great_martis FYI, 0.05 is a fractional number. In other words, it is a very very small number. And it is happens after +10 percent nvidia rally in the last two weeks (from the 170 low). A clown is a little of a word!
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This not good.
This very bad.
The Great Martis@great_martis
Bellwethers✨ Time is running out. Apple Nvidia.
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@great_martis Oupsie, the great martis got the nvidia direction wrong, again:) back to 187 (+10 percent in 4 days:))
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NVIDIA ✨
Play time is over.
What leads bull runs ends them.
Over many weeks, I have outlined the process of this majestic pattern that we are fortunate enough to witness. I have mentioned that once we re-enter the distribution window, there is no way out, and the probability of this infamous pattern playing out increases dramatically.
What happens next, O great one?
167 is the major critical pivot point; the lights turn off below that number.
God bless and godspeed.
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@kakashiii111 So, basically, semicondutcor tourists, who have no clue about the technical layers of complexity from suply chain to inference/CUDA, are telling the compute world ASICs are more power-efficient than nvidia chips. On top, they are shorting nvidia. So, yeah, totally unbiased take!
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Exactly, but sadly, as I have said and emphasized many times on this topic and on Nvidia in general, Nvidia is basically the gangster of the AI neighborhood, and it has made sure to shut down any narrative that even hints at reducing GPU demand.
Jensen has made it clear to every industry leader, almost like a hypnotic trick, that the only “correct” path is more GPUs and even “more powerful” models.
The DOJ and the SEC need to step in, not only for this reason but for many others. It is better late than never, but unfortunately they should have acted before Nvidia became a systemic risk.
Cassandra Unchained@michaeljburry
My post here was inexact. My post elsewhere was more complete, below. This chart shows why China will win if Nvidia’s chips are the way forward. Nvidia's development roadmap is essentially a power consumption roadmap. and innovation is just figuring out how to power and to cool bigger, hotter silicon. Power needs keep climbing because efficiency gains cannot keep up with compute install. This chart shows that is not a path to victory for the U.S. Not only is China way ahead, it will continue to press its advantage - the slope is the key. That is acceleration of power generation development. US transmission grid development is actually decelerating due to permitting issues while China is building transmission at will to match power output. In fact, to the extent this is an AI arms race, US companies are plowing capital into a race it is structurally positioned to lose. So it cannot be an AI arms race, if the US can help it. The US needs to get away from bigger and bigger power hungry chips and innovate with AI-tuned ASICs like nobody’s business. Nvidia has a death grip on development through its investments and agreements with so many important US AI companies and startups. DOJ Antitrust is investigating and should act, but Trump probably stops that. It is left to the market to figure out LLMs are not the way to AGI or ASI, and stop feeding the beast. Can our biggest companies make the pivot?
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@great_martis Oupsie, Nvidia back up past the 180 support. Looking forward for the next « play time is over » in the next nvidia red day, probably past 200 or ATH.
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@BrianHe66731947 @great_martis Haha i am not - just calling the BS of this account, who has been like I told you so litterly for every red day, perhaps since the April low :))
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@great_martis FYI: Nvidia sees half a trillion backlog in the next 4 quarters. Now go back to your charts/astrology…..and god bless:))
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