Bryan Tollerene

Here is every stock currently inside the Dan Ives Wedbush AI Revolution ETF $IVES : 🥇 AMD $AMD 5.91% weighting 🥈 Amazon $AMZN 5.39% 🥉 Broadcom $AVGO 5.25% 4. $GOOGL Google 5.18% 5. $MU Micron Technology 5.02% 6. $TSM Taiwan Semiconductor 4.85% 7. $NVDA Nvidia 4.66% 8. $AAPL Apple 4.66% 9. $MSFT Microsoft 4.36% 10. $GEV GE Vernova 4.07% 11. $TSLA Tesla 4.04% 12. $META Meta 4.03% 13. $ORCL Oracle 3.73% 14. $BABA Alibaba 3.32% 15. $PLTR Palantir 3.28% 16. $PANW Palo Alto Networks 3.00% 17. $SHOP Shopify 2.89% 18. $IBM IBM 2.89% 19. $CRWV CoreWeave 2.78% 20. $CRM Salesforce 2.78% 21. $CRWD CrowdStrike 2.72% 22. $NBIS Nebius Group 2.72% 23. $NOW ServiceNow 2.12% 24. $SNOW Snowflake 1.78% 25. $IREN IREN 1.78% 26. $MDB MongoDB 1.72% 27. $OKLO Oklo 1.53% 28. $ZS Zscaler 1.47% 29. $INOD Innodata 1.05% 30. $PEGA Pegasystems 0.97%

$AMD CEO Lisa Su just doubled her server CPU TAM forecast on the call. In November, AMD guided to ~18% annual growth. Tonight: "we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030." Agentic AI driving the rerate.

Product Idea: Fisher Price’s first trading desk. Get the kids hooked at a young age.

America needs more power!

“Both religion and science require a belief in God. For believers, God is in the beginning, and for physicists He is at the end of all considerations… To the former He is the foundation, to the latter, the crown of the edifice of every generalized world view.” - Max Planck

There's a reason physicists have always ended up talking about God, whether they believe he exists or not. Physics brushes right up against metaphysics – the discussion is inevitable. Planck also said, "There can never be any real opposition between religion and science; for the one is the complement of the other." I've found the same. Physics led me to belief, and they are now mutually reinforcing.

Re-upping this. The big theme with iOS 27 AI is Apple doubling down on being the AI platform of choice for other company’s services, while also trying to make its own at least competitive.

@sarahsalviander If you’re expecting a Star Wars reference from me on May the 4th then you’re looking in Alderaan places. 😉

It may sound cheesy, but honest to goodness, I'm an astrophysicist because of Star Wars. Lots of folks complaining about how Star Wars sucks now (and there is indeed a fair degree of suckitude at the moment), but I will forever be grateful for how Star Wars opened my heart and mind to the wonders of outer space. I was nine years old when my dad took me and my bro to see The Empire Strikes Back at the theater. That was exactly the right age to be blown away, enchanted, utterly spellbound by what I experienced in the theater. The visuals, the music, the story, the characters. All set in a galaxy I'd have given anything to visit. I know Star Wars has nothing to do with science, but seeing the Millennium Falcon roaring through space made me conscious of the wider universe for the first time in my young life, and these movies filled me with a sense of wondrous adventure about it. I became obsessed with space after that. Star Trek, Battlestar Galactica, Buck Rogers, Cosmos – I couldn't get enough. My life was firmly dedicated to becoming a space scientist someday. Little did I know that nearly twenty years later, my work in astrophysics would lead me straight to God. I owe the Star Wars universe a lot – it opened the door to a career I love and to a God I love even more. May the 4th be with you, always.

If you’re expecting a Star Wars joke from me on May the 4th then you’re looking in alderaan places

“If an experiment in private enterprise is unsuccessful, people lose money and they have to close it down. If an experiment in government is unsuccessful, it’s always expanded.” — Milton Friedman

@AdamJWexler @adamclanton

@TllrnInvmntMgmt @adamclanton destitute

@AdamJWexler @adamclanton Van Fleet is a poor, poor mans Brunson.

@adamclanton @AdamJWexler Fred VanVleet (Houston Rockets) vs. Jalen Brunson (New York Knicks) stats comparison (as of early May 2026): VanVleet has been sidelined for the entire 2025-26 season after tearing his ACL (announced prior to the season), so he has 0 games played this year. Brunson has been one of the league’s top performers in his ongoing All-Star caliber season. 2024-25 Season (VanVleet’s last full season; Brunson’s prior year) Both played similar minutes, but Brunson was far more productive as a scorer and playmaker with better efficiency. Key takeaway from 2024-25: Brunson was an elite scorer (All-NBA level) and more efficient shooter, while VanVleet provided strong defense (elite steals) and slightly better rebounding as a smaller guard. 2025-26 Season (Current/Ongoing) •Jalen Brunson: 74 GP, 35.0 MPG, 26.0 PPG, 3.3 RPG, 6.8 APG, 0.8 SPG, 0.1 BPG, 46.7% FG, 36.9% 3PT, 84.1% FT. He’s been a top-10 scorer and top-15 assist man while leading the Knicks deep into the playoffs (currently in the Eastern Conference semifinals). •Fred VanVleet: 0 GP (torn ACL; season-ending injury). Brunson has clearly been the superior performer this season. Career Stats (Through 2025-26) Brunson has emerged as the better overall offensive player; VanVleet has been a steadier defender over more seasons. StatFred VanVleet (Career)Jalen Brunson (Career) Games Played550561 PPG14.919.2 RPG3.43.2 APG5.75.3 SPG1.40.7 BPG0.50.1 FG%40.1%48.5% 3PT%37.1%38.5% FT%86.2%82.6% Additional context: •Honors: Brunson — 3× All-Star, 2× All-NBA, 2025-26 IST MVP. VanVleet — 1× All-Star, 2019 NBA Champion (with Toronto). •Head-to-head (12 career games): VanVleet has averaged 20.9 PPG, 6.3 APG, and 3.4 RPG against Brunson, but these are small-sample matchups. Bottom line: Jalen Brunson is the much more impactful offensive player right now (higher scoring, better efficiency, bigger role on a contending Knicks team). Fred VanVleet has historically been a high-level 3-and-D point guard with strong playmaking and defense, but his 2025-26 season was wiped out by injury. Brunson is currently performing at a higher level overall.

@adamclanton @AdamJWexler They need to pay whatever they have to pay to get the old Luv ya Blue colors back. You will NEVER improve on that combo. EVER!

@adamclanton @AdamJWexler Srtoud had a LOT better offense with Mixon and Tank Dell and better left tackle earlier on - you're wrong. Thank God he has a man's haircut and some extra strength training.

I've written several articles about Star Wars and how it continues to shape my view of the world and my faith. Here's my favorite. schroodle.com/p/finding-ligh…

This bull market officially made it to 100% in 3.5 years. Looking at other bulls that made it to a double and it is perfectly normal to see potentially years left of the bull market.

Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. bloomberg.com/news/articles/…

We upgraded the Software sector to rank among our top picks, alongside MAG7 and crypto - to understand the rationale, get the "first word" at Fundstratdirect.com/tlee-services $ETHA $IGV $IBIT $MAGS @FundstratDirect