PalantArt
879 posts







$AMZN chair Jeff Bezos’s space company plans to launch $ASTS AST SpaceMobile’s BlueBird 7 satellite as early as April 10!



Mark Zuckerberg just said $META is rolling out over 1 GW of custom AI silicon developed with $AVGO. Meta is also adding significant $AMD chip capacity alongside new $NVDA systems showing the AI buildout is becoming more multi-chip and cost-optimized.








$NBIS is at least 4 to 5 years behind $IREN and $CRWV in data center buildout experience. $IREN started building data centers at scale 2 years after it was founded based on a long term vision that the future is for HPC and data centers. $NBIS started late 2024. One of $NBIS strongest moats per its shareholders is the software side. One of $IREN strongest moats is the HPC at scale build out experience since 2020. I would bet on hardware as a foundation for the AI revolution over Software.



@SullyCNBC Did you stop at the Buc-ee’s in Luling on the way.












