@TheStalwart "only rising by 577%"
should have been 600%. Sell, sell, sell.
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TradeSignals
73 posts
TradeSignals
@tickersignals
Price is the only truth. Everything else is someone's opinion.
Katılım Mayıs 2026
62 Takip Edilen4 Takipçiler
Shares of SK Hynix missed expectations, with profits only rising by 577%. The stock is down over 4% pre-market in Seoul bloomberg.com/news/articles/…
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@thsottiaux Free API credits for subscribers coming soon? Maybe at 10M milestone?
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Hello. We have reached 8M active users across Codex and ChatGPT Work.
We are once again resetting the usage limits for all. And we continue to not have the 5h rate limit as well, allowing everyone to explore the boundaries of GPT-5.6 Sol and discover how ambitious you can be.
See you tomorrow for more updates on our growth!
Sam Altman@sama
5.6 sol growth is insane. the inference team has done heroic work to be able to support demand. we are going to move mountains to continue to scale, but it is possible there are some hiccups soon.
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@Midnight_Captl I understand that NVIDIA doesn't need to respond to every rumor but not saying a lot by that.
Having said that , @SemiAnalysis_ should have reached out to NVIDIA for a comment before publishing.
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$NVDA STATEMENT JUST NOW BLOOMBERG:
*DYLAN WAS WRONG*
Daniel Newman@danielnewmanUV
$NVDA official statement: its roadmap is intact.
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Move over bottle neck bois. Other sectors of the market are making some rich.
- $GSHD is up ~50% since June 17th.
- It closed green every single day since then (10 trading days straight)
- Momo gods have departed semis by sailing across the Great Sea to insurance, healthcare.
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Update: $513K
Risk Level: Still safe obviously.
Irrational Analysis@insane_analyst
-$430K in two days. 🤡 Whatever I have some exciting things to look forward to.
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$AVGO is down 25% from its high a month ago.
Forward P/E is now ~19.
Not telling you to buy but I am buying some here.
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@firstadopter @citrini Efficiency often comes with a cost. If someone comes up with a new arch which cuts memory by 50% but underperforms on benchmark tasks - no one cares really.
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Ok, since this cryptic FUD tweet is hitting stocks (with an assist from @citrini ). I'll start:
1. What is Andrew talking about?
2. Who is Andrew?
Thanks.
Andrew Curran@AndrewCurran_
I'm posting this prediction now so I can quote it later. There has been a significant breakthrough in architecture - specifically around memory efficiency - not by one of the big labs, but by a team that was spun out of OpenAI (not SSI). They will probably announce it soon.
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@Midnight_Captl Zuck is not a quitter. IMHO he is just giving the market one more justification for Meta's capex spend . I expect Meta would raise capex and market won't panic
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Two thoughts come to my mind about the $META story
1) as I’ve talked about before, a pivot to this would be at least at face value bearish the AI complex. If Meta can’t cross the economic hurdle rate for compute, then who can? (The answer might be OpenAI and Anthropic)
2) AWS was started because Amazon needed infrastructure to satisfy peak demand for Amazon (Christmas), but for a large majority of the rest of the time, that infrastructure was under utilized. So they came up with the idea for cloud. Similar thing might be happening with Meta.
Regardless… it’s going to be choppy for a while until we get some more datapoints about why Meta is doing this, and how it supports their overall strategy. Pretty muted reaction though from the stock, I thought it would be up much more than ~7% on news like this given how it’s traded this year
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In March, Meta signed a $27B cloud services deal with Nebius. In April, Meta signed a $21B expansion of their cloud services agreement with CoreWeave.
Two weeks ago, Bloomberg reported that Meta signed up to rent 1.6GW of data center capacity from Crusoe. And just 3 days ago, the Financial Times reported that Google had capped Meta's use of Gemini because of capacity constraints.
And now all of a sudden, Meta actually has excess capacity?
In reality, I suspect Meta looked at SpaceX's valuation and recent deals to sell excess capacity.. And came to the conclusion that investors will look favorably upon any willingness to monetize their capacity externally.. Which will give their share price some relief, and allow them to raise capital.. Which they'll use to buy and build more compute capacity, lol.
$META $GOOG $NBIS $CRWV
Wall St Engine@wallstengine
$META is reportedly developing a cloud business to sell access to excess AI compute, per Bloomberg. The internal initiative is called Meta Compute. The plans being considered: AI model access hosted on Meta infrastructure, similar to AWS Bedrock Raw AI compute capacity, closer to CoreWeave Developer access to Meta’s data centers, chips, and models
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@RHouseResearch I swear I was just about to make that point. Meta now has an excuse to ramp up capex.
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$KMX Carmax golden cross detected 👀
The catalyst (6/17 earnings):
• Rev $8.0B, +6.2% YoY, beat est
• EPS $1.31 vs ~$0.95 feared
Add Starboard's activist position + ~12% short interest and you've got a name primed for a continuation move.
#Carmax
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Hyperscalers have pricing power. $MSFT $AMZN $GOOG
SouthernValue@SouthernValue95
$AMZN will raise price on GPU instances by 20% July 1st:
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TradeSignals retweetledi
$AMZN will raise price on GPU instances by 20% July 1st:
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@saso_capital Oh yeah - just like Meta's moat is zero (it is all software). What about GOOG - oh wait that is software as well.
CUDA's moat is actually intact. Few may co-design hardware / software for ML acceleration but overwhelming majority would continue to use cuda.
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More confirmation from Reddit Ex-CEO on CUDA lock-in fade.
Bullish for $QCOM.
Yishan@yishan
The CUDA moat has evaporated overnight. CUDA was necessary when humans wrote code. Now it isn’t. TPU and other non-Nvidia architectures are about to take off.
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If you are not buying $MSFT below liberation day lows, what are you even doing?
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$MAA Mid-America Apartment Communities Inc golden cross after a year long decline 👀📷
- Rate hike expectations helping rental stocks
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@bridgemindai Ignore the ~3x cost to gain +3% pass rate.
Who cares about money anyways. What matters most is OP's assessment of what the output code looks like.
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Claude Fable 5 is #1 on DeepSWE at 70%.
But the real gap between Fable 5 and GPT 5.5 is much bigger than 3 points.
Fable 5 writes code that looks like a senior engineer wrote it.
GPT 5.5 writes code that passes the test.
Both ship working software.
Only one ships software you would want to maintain.
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@WaterworldCapi1 $MSFT was initially positioned to capture the bulk of data-center spending because it had early visibility into OpenAI’s rapidly growing compute needs.
Satya chose to limit CapEx, opening the door for $ORCL, $NBIS, $CRWV, $SPCX, $AMZN and others to capture share of the demand.
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@MoatlessCapital Zuck is used to misallocating investor money for all his hobby projects.
He should resign and pursue all his passions like Bezos. Maybe start a space company.
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