MANISH

@Banana3Stocks I would think this is how negotiations commence.

$SPY $QQQ 🍌 NEWS: Iranian Foreign Minister on Telegram: Iranian and Saudi foreign ministers discuss in phone call bilateral relations and regional developments 🍌 Opinion, hmm 🤔 👇

Yes @AnthropicAI would need ~7× more compute to serve Mythos to every Claude user That's why it's gated to 50 partners The math behind the gating, in The Compute Confession 👇 bepresearch.substack.com/p/the-compute-…

$INTC - $360K Call buyer

Introducing Muse Spark, the first in the Muse family of models developed by Meta Superintelligence Labs. Muse Spark is a natively multimodal reasoning model with support for tool-use, visual chain of thought, and multi-agent orchestration. Muse Spark is available today at meta.ai and the Meta AI app. We’re also making it available in private preview via API to select partners, and we hope to open-source future versions of the model. Learn more: go.meta.me/43ea00

Took a quick look at the repo. NVSentinel is real and useful but it’s not the whole stack. IMHO - The deeper problem is still below K8s: root-cause across driver/OS/firmware/hardware, BMC level orchestration, and fleet-wide infrastructure failure correlation. That’s where a lot of the real complexity and issues still live.

NVIDIA's GPU fault remediation tool went production-ready this week. It's called NVSentinel, it's open-source, and I think it's worth understanding how it works because it draws a clean line between two very different layers of the infrastructure stack. NVSentinel sits inside Kubernetes. It reads GPU health signals from the NVIDIA driver via DCGM, catches things like ECC errors and driver crashes, and then takes automated action at the scheduler level: cordon the node, drain workloads, hand off to a repair workflow. For teams running NVIDIA GPUs on Kubernetes, that automation is real and useful. What caught my attention is where it stops. NVSentinel operates above the OS. It can tell you a GPU is failing and pull it out of rotation, but it doesn't go below the driver layer to diagnose root cause, it doesn't talk to BMCs, and it doesn't correlate failures across a fleet. The repair workflow it triggers is a handoff to an external system that has to actually figure out what happened and fix it. That lower layer, actual hardware-level diagnostics and recovery, is what we're focusing on at Cosmic. I like that NVIDIA is raising the baseline here. It makes the conversation about where the real complexity lives a lot easier to have. What does your GPU fault response look like today? Are you handling it at the Kubernetes layer, the hardware layer, or both?

@jimcramer NVDA

Which big cap tech will give up its gain first: a) MSFT, b) AMZN, c)NVDA, d) META, e) AVGO

@dougboneparth lol 😂😂good morning.

Trump is the greatest president the US has ever had.

Iran war death toll IRGC: 6,000 USA: 15 Kill Ratio is 400 to 1. General Westmoreland had wet dreams about kill ratios that high during the Vietnam War. Spare me your propaganda. America kicked Iran's teeth in

OMAN SIGNED MARITIME AGREEMENTS THAT STATE THERE WILL BE NO FEES FOR PASSING THROUGH THE STRAIT OF HORMUZ.

This is a victory for the United States that President Trump and our incredible military made happen. From the very beginning of Operation Epic Fury, President Trump estimated this would be a 4-6 week operation. Thanks to the unbelievable capabilities of our warriors, we have achieved and exceeded our core military objectives in 38 days. More on that tomorrow morning from @SecWar and Chairman Caine! The success of our military created maximum leverage, allowing President Trump and the team to engage in tough negotiations that have now created an opening for a diplomatic solution and long-term peace. Additionally, President Trump got the Strait of Hormuz reopened. Never underestimate President Trump’s ability to successfully advance America’s interests and broker peace.

TSMC will be a big beneficiary of the Broadcom-Google-Anthropic deal as it manufactures the TPUs to be used to provide Anthropic with up to 5GW of computing power, media report, while longer term, TSMC is the main foundry partner for Broadcom, which inked a 5-year deal to keep developing new TPUs for Google through 2031. $TSM $AVGO $GOOGL #Anthropic #semiconductors money.udn.com/money/story/56…

@FirstSquawk Thats great progress, congrats @perplexity_ai @AravSrinivas

PERPLEXITY ESTIMATED ANNUAL RECURRING REVENUE ROSE TO MORE THAN $450MN IN MARCH- FT

NEW: Apple’s foldable iPhone is - as of now - on track for a September debut with the iPhone 18 Pro. While supply could be limited initially, it’s also on track to go on sale at the same time - or soon after - the Pro models. Nikkei report is off base. bloomberg.com/news/articles/…

🔥 Memory makers are phasing out mature products, tightening supply. 2Q26 consumer DRAM contract prices could jump up to 50%—how will Taiwanese suppliers’ assertive pricing reshape the market?💡More analysis from #TrendForce: buff.ly/lfdX8ZL 🔗

Today, at the eleventh hour, Elon lodged a court filing pretending to change his tune about attacking the nonprofit OpenAI Foundation. The truth is that this case has always been about Elon generating more power and more money for what he wants. Having increasingly realized that his attempt to damage the nonprofit OpenAI Foundation rests on a baseless legal case, Elon is once again trying to change the narrative and save face as the trial approaches. His lawsuit remains nothing more than a harassment campaign that's driven by ego, jealousy and a desire to slow down a competitor.

@sama Wohoo i really needed it. Thank you 🙏🙏

To celebrate 3 million weekly codex users, we are resetting usage limits. We will do this every million users up to 10 million. Happy building!

@thsottiaux It is a revolutionary product ✅🙏🚀🚀💪

Three million people are now using Codex weekly - up from two million a little under a month ago. Incredible to see the growth. Thank you to all of you and to the ecosystem we’re part of. To celebrate, we’re resetting rate limits so you can keep building, and we’ll reset them every additional 1M users until we reach 10M, so we can keep celebrating along the way. Enjoy and thank you!