SlivivX
904 posts


@jimcramer Nice thanks for inversing it with ur dumbass role stop talking about $nvda u moron
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@amitisinvesting It’s another hit piece for Wall Street to sell… clear as day
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Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025.
Few thoughts on why this might not be as bad as it is being interpreted:
- Part of the reason OpenAI did not meet its revenue backlog is because they did not have the proper compute needs. Jassy, Dario, and Altman have all said if they have more compute, they could grow faster. The bottleneck of energy/power/land seems to be a much bigger story than “missing revenue targets” because if the compute constrains are the reason for the miss, that’s an issue with supply, not demand.
- Maybe OpenAI missed internal forecasts because of $GOOGL and Anthropic seriously beginning to take marketshare. If that is true, that is NOT bearish semis/ai, that is more bearish OpenAI. The compute will just shift from OpenAI spending to Anthropic and Google spending. So, if OpenAI cancels a datacenter, it’s bad for the parties involved but if Google ends up taking up that datacenter, the same money continues to be spent on all the different providers that go into building out that compute.
- $SOXX just did 18 green days in a row. It was looking for ANY reason to sell off. Obviously some names have just gotten way ahead of themselves, for example $ARM, which began to trade at 70 p/s. The WSJ article may have been what was needed to give a reason to a selloff which quite frankly did not need a reason after the run it’s had.
Overall, feels more like a general headline about a company not fully living up to its expectations vs a systematic issue around compute constraints.
Big Tech reports on Wednesday and all eyes will be on what they have to say around capex, roi, growth, and more.
$NVDA $AMD $MSFT $META $ORCL

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@Investingcom So convenient to release this report when $NVDA hits all time high. Not sus at all 😆
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@jimcramer Bruh every time Nvidia goes up you just got to run your dumbass inverse mouth
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🚨🇺🇸 Trump and Elon are LOCKED IN!
We are watching INCEPTION-level endorsement loops form in real time😂
The message?
NUKE THE FILIBUSTER and pass the SAVE Act!
NO MORE EXCUSES!
Elon Musk@elonmusk
Failing to pass SAVE is an act of high treason against the people of America
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@MarioNawfal If this war continues, stock market keeps ripping to ATH !
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@MarioNawfal Markets gonna take this as positive again and pump to ATH again let's goooo!!🤑
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🇺🇸🇮🇷 Trump confirms he's sending a delegation to Pakistan tomorrow for negotiations on an Iran peace deal:
"We’re offering a very fair and reasonable DEAL, and I hope they take it because, if they don’t, the United States is going to knock out every single Power Plant, and every single Bridge, in Iran. NO MORE MR. NICE GUY!"
There's only one minor problem: Iran hasn't agreed to attend the talks...yet

Mario Nawfal@MarioNawfal
🇮🇷🇺🇸 The U.S claims it wiped out much of Iran's weapons. Iran's own commander says they're restocking faster now than before the war started. Intelligence sources believe roughly half of Iran's missile launchers are still intact, and thousands of attack drones remain operational. Somebody is lying, or both sides believe their own version. This gap matters because if Washington genuinely thinks Iran is neutralized, they'll miscalculate the next move. If Tehran is bluffing about the rebuild speed, Iran's adversaries will miscalculate too. Source: CNN
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@BoujeeFinances New ATH everyday ! Forever no more red days green only !!
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