Jay Barley

🧿AI Silicon Platform: $AVGO 🧿AI Memory (HBM/DRAM): $MU 🧿AI Flash Storage (NAND): $SNDK 🧿AI Networking Fabric: $ANET 🧿AI Data Center Infrastructure: $VRT 🧿Rack-to-Silicon Power Management: $MPWR 🧿Optical Connectivity & Photonics: $COHR 🧿AI Cloud Compute Infrastructure: $NBIS 🧿AI Power Generation & Grid Infrastructure: $GEV My portfolio is built around the companies enabling AI data centers to be built, powered, connected, and scaled. #Stocks #StocksToOwn #WallStreet #StockMarket #AIDataCenter

@cmsinvests What's the other 50%? Gamestop, Crypto, and something Cathie Wood is touting as 'disruptive innovative'?

@Jay_BarleyX max 50

If you’re an investor in your 20s, there’s no reason to be 100% invested in the S&P 500 $VOO

@kaiseninvest This is easy. $950,000 into $MU $50,000 into $AVGO

You have $100,000 to invest. But you can only buy: $NVDA $AMD $MU $AVGO How are you splitting it? 👀

@RobertGarcia Where do you think the funding comes from to pay your healthcare? Charity?

Healthcare should not be linked to your employment. That’s why we must fight for Medicare for All.

@EhrmantrautCap_ **Stands in line awaiting the SK Hynix IPO with the proceeds earned from $SPCX**

This is just insane. Operating profit for Micron $MU is projected to be $160 billion for 2029. And for SK hynix, a whopping $365 billion in operating profit is projected for 2029. You are not bullish enough on both of them. $MU $000660.KS $DRAM $EWY

Who is actually going to finance Iran's reconstruction? The U.S. won't. Israel won't. Gulf states were just targeted by Iranian missiles. China typically finances projects that advance its strategic interests—not charity. Even if reconstruction money is earmarked for civilian infrastructure, money is fungible. Every dollar spent rebuilding roads or power plants is a dollar Iran doesn't have to spend there, freeing resources for missiles and its nuclear program. So who is realistically writing the check?

Who's your favorite all-time GTA | Grand Theft Auto character?

Is Claude working on image tools to compete with Dall-E? Short answer: no, not really — and that appears to be a deliberate choice, not a gap they're racing to close. Here's what's actually true as of now (June 2026): No native DALL-E-style raster image generator. Anthropic hasn't shipped a first-party model that generates photorealistic or illustrative images from text prompts the way DALL-E, Midjourney, or Google's Imagen do. Claude Design, launched April 2026, is the closest thing — but it's explicitly not an image generator. It functions as a sophisticated prototyping engine rather than an image generator — users describe a landing page, dashboard, or slide deck, and Claude builds a functional first version using live, clickable HTML rather than a static image. In-chat visuals (charts, diagrams, UI mockups) work the same way — Claude renders data visualizations, interactive interfaces, and diagrams in a dedicated pane by generating and executing code (SVG, React) rather than producing pixel images. The actual stated reasoning for staying out of image/video gen, per one tracker citing Dario Amodei: deliberate avoidance of image/video generation due to deepfake risk, and Anthropic's 2026 roadmap focuses on advanced reasoning and agentic coding rather than native multimodal output. If you want actual images today, the workaround is connecting a third-party tool — e.g. Claude can connect to Hugging Face image-generation models via a custom MCP connector, where Claude helps build the prompt and then iterates on the output — but that's calling someone else's model, not Anthropic's own. So the honest framing: Anthropic is investing heavily in design/prototyping (code-based, editable, brand-aware) rather than image generation (static pixels). Whether that counts as "competing with DALL-E" depends on what job you're trying to get done — if you want a mockup or slide, Claude Design is a real competitor; if you want a single illustrative image, it isn't, by design.

JUST IN: China's top AI models have overtaken US models in usage

GTA 6: India

Drowning is the No. 1 cause of death in the US for children ages 1 to 4.

I would have assumed the opposite here: Tech workers who regularly use artificial intelligence tools are far less likely to be laid off compared to colleagues who use AI less frequently, Bloomberg reports, citing new Gallup research. It puts infrequent users' layoff risk at 18%, tripling the 6% layoff risk for frequent users. Earlier this year, researchers tracked how often 23,000 employed and displaced workers used AI, then factored in AI fluency and layoff probabilities in tech and non-tech industries. The risk disparity underscores the importance of embracing AI across fields, but particularly in tech.

Alexa told me the average Amazon shopper in America places about 1-2 orders a week, averaging about 72 a year. In our home, we are hitting about 250 - 350 orders. How about you? If you are an $AMZN investor, this may be of interest to you.

$FMC Corporation and Corteva Expand Access to Breakthrough Rimisoxafen Herbicide Technology prn.to/4eKLJno

Apollo Shuts Down Its CRE Lending REIT After Reported $132M Loss Forces Shutdown …What makes the collapse notable is how quickly loan losses pulled the company under. Apollo didn’t blow up on a broad market downturn or systemic shock. It failed on concentrated bets that deteriorated more severely than management anticipated… …“The most visible loss was the $82 million write-off on 111 West 57th Street, the Billionaires’ Row development where Apollo had provided a junior mezzanine loan …”

$FMC Is a July sale imminent?

🇺🇸 U.S. Crude Oil Inventories plunge to lowest level in over 41 years

U.S. employers announced just over 97,000 job cuts in May 2026, according to a report released Thursday by outplacement firm Challenger, Gray & Christmas. The announced cuts represent the highest May number since 2020, at the start of the Covid-19 pandemic, according to Challenger’s data. It’s also the third straight month that layoffs have risen this year, up from the 83,387 cuts reported in April, 60,620 in March and 48,307 in February. According to the report, which is based on company announcements of job cuts, employers cited AI as the primary reason for almost 40% of May’s announced job cuts, up from 7% in January, 10% in February, 25% in March and 26% in April. The May number brings the total announced job cuts attributed to AI in the first five months of 2026 to 87,714, up from 54,836 throughout all of 2025. Learn more about AI’s impact on the job market: cnb.cx/4uEHRsI

Micron has more than tripled in 2026. Deutsche Bank says the rally isn't over cnbc.com/2026/06/17/mic…

Being right doesn't guarantee the stock moves. A company like $ICHR or $PLAB can be perfectly positioned in the semiconductor manufacturing supply chain — legitimate tollbooth, real revenue, growing backlog — and still trade sideways for 18 months while $NVDA gets all the capital flows from investors who understand the layer conceptually, but express it through the most visible name.