Nexus Co.

@spideycrypt Investor capital, without a doubt. Beyond the capital itself, you gain relationships, credibility, and access. One great trade can lead to more investors, better opportunities, and a much stronger network. That's how great traders turn into asset managers.

Which is the better path for a trader looking to manage large capital: prop firm funded accounts or investor capital?

I think compression is more likely to expand the AI market than shrink it. Every major computing cycle has followed the same pattern: lower costs unlock new applications, and new applications create even greater infrastructure demand. Models may get smaller, but if intelligence becomes ubiquitous, total compute consumption could still grow for years. The bottleneck simply moves from capability to scale.

Hmmm…compression is not about open source per se. Compression is about the limits of knowledge, the use of small parameter proprietary models next to open source large and small parameter models. The idea that humans only have so much knowledge, that the use of that knowledge is limited and often redundant, that these models will become so compressed they will be run on edge compute. It would mean the buildout becomes overbuilt, that AI models are commoditized and customized. It rejects the idea of agent-to agent as of limited practical use and too consumptive of capital and other resources to be anything but carefully executed.

@kevinxu I think you bought $INTC, right?

i'm here to make money not friends.

I just added $TSLA here. If it falls to $275, I'll simply keep adding.

$TSLA 7% DOWN

$TSLA is currently down 6.5% in the pre market. My long term view on Tesla remains very bullish. I'm looking to start buying in the $328 to $275 zone and build a long term position. I think many people will look back with regret if $TSLA eventually trades around $758. This is just my personal view, not financial advice. Always do your own research.

@itsjcmerlo Seeing you happy brought a smile to my face. It truly made me happy.

On days like these… It’s important to remember what matters most!! Life, Health & Happiness Money and stocks are just a tiny % of my life

@lukesterbu I'm in $NOK as well. My entry was $10.35

$NOK reports Q2 tomorrow (7/23, pre-market) Consensus: $5.59B rev, $0.07 EPS Full disclosure: I'm all-in on $NOK here — this is my highest-conviction position into the print. Setup is mixed — Zacks ESP sits at -16.67%, no clean beat signal this time. Key thing I'm watching: Network Infrastructure guided to 12-14% growth off Q1's AI/cloud-driven 49% rev jump. Is that contracted deployment or still pipeline/hope? AI innovation lab partners (AMD, Lenovo, Viavi, Keysight, Supermicro) are the speculative layer — real optionality but not yet showing up as booked revenue. Bear case: legacy telecom drag + margin pressure outweighs the AI story Bull case: management quantifies actual contracted data-center-switch revenue, not just partnership headlines Same lens I've been running on $IREN — contracted anchors vs. speculative capacity is the tell

I'm expecting a strong move higher in $NOK before tomorrow's market open.

Follow the money. A roughly $1.2T National Defense Authorization Act with nearly 30% higher defense spending isn't just another budget headline. It strengthens the long-term investment case for companies building the infrastructure behind modern defense launch, satellites, autonomous systems, drones, and AI. Multi year government spending cycles rarely end after a single bill. $RKLB, $RCAT, $AVAV, $SPCX, $ONDS, $KTOS, $ASTS, $PL

I think the market is underestimating what Elon is actually saying. The challenge isn't making a great humanoid robot. It's creating an industrial supply chain that can manufacture millions of reliable robots at scale. History shows the companies that solve manufacturing usually end up with the biggest moat not just the best product.

Elon calling 2026 a "massive capex year" matters less than where the money is going. $TSLA plans to ramp onsite Texas compute to nearly 400 MW in H2, up 220% from year end 2025. Markets often treat capex as a drag on earnings. History rewards the companies that invest before demand becomes obvious.

Everyone wants AI agents. Very few want the cost of building them. ServiceNow's CEO says building in house can cost 5x to 10x more than using its platform. The real winners in AI may not be the model providers they may be the companies that make AI deployment cheaper and easier. $NOW

The market keeps asking whether AI demand is peaking. $GOOGL just said it will "expand the use of third party capacity in Q3" while it builds more internal capacity. That's the opposite signal. They're willing to accept lower margins because waiting for internal buildout isn't an option. When compute becomes more valuable than margins, you're still in a supply constrained market not a demand constrained one.

$GOOGL earnings call made my thesis even clearer. Bullish: Semis & Neocloud. Short term bearish: $GOOGL.

$GOOGL doubles quarterly CapEx YoY to $44.9B spending more in a single quarter than it did across all of 2022. Demand is justifying one of the largest capex programs in corporate history with Cloud growing 82% and generating more operating income in a single quarter than it produced in total revenue less than three years ago.

🚨 $TXN Earnings Double Beat • EPS: $2.14 vs $1.95 est beat by 10% • Revenue: $5.46B vs $5.24B est beat by 4% 📊 YoY • EPS up 52% • Revenue up 23% 📈 QoQ • EPS up 27% • Revenue up 13% Texas Instruments delivered a strong quarter with a double beat, supported by robust earnings growth and accelerating revenue on both a year over year and sequential basis.

🚨 $NOW Earnings Double Beat • EPS: $0.90 vs $0.86 est beat by 5% • Revenue: $3.99B vs $3.93B est beat by 1% 📊 YoY • EPS up 10% • Revenue up 24% 📈 QoQ • EPS down 7% • Revenue up 6% Another solid quarter from ServiceNow. Revenue growth remained strong with a double beat, although EPS declined slightly from the previous quarter.

🚨 $IBM Earnings Mixed • EPS: $2.93 vs $2.93 est in line • Revenue: $17.16B vs $17.26B est miss by 1% 📊 YoY • EPS up 5% • Revenue up 1% 📈 QoQ • EPS up 53% • Revenue up 8% A steady quarter for IBM. Earnings met expectations, revenue came in slightly below estimates, while both EPS and revenue continued to improve on a year over year and sequential basis.

🚨 $TSLA Earnings Mixed • EPS: $0.33 vs $0.54 est miss by 39% • Revenue: $28.24B vs $26.49B est beat by 7% 📊 YoY • EPS down 18% • Revenue up 26% 📈 QoQ • EPS down 20% • Revenue up 26% Revenue came in strong, but profitability disappointed. Tesla delivered solid top line growth, while weaker margins and earnings weighed on the quarter.