Dan

Yup. $AMD delivered a clean beat-and-raise. Data center is the entire story, of course. Client was up and embedded bottomed. Q1 2026: -Revenue $10.25B vs $9.84B Street, BEAT by 4.2% -Non-GAAP EPS $1.37 vs $1.28 Street, BEAT by 7.0% -Data center $5.78B vs $5.56B Street, BEAT by 3.9% -Non-GAAP GM 55%, Q2 guide steps to 56% -Q2 guide $11.2B vs ~$10.65B Street, BEAT by 5.2% 5 takeaways: -Data center up 57% YoY is sequential growth on a tough Q4 comp. EPYC and Instinct both contributing. Operating leverage is no longer aspirational. -Client up 26% YoY against the "PCs die on memory costs" thesis. Mix to higher-ASP parts plus share gain off Intel's tight client supply. -Q1 GM of 55% is the clean run-rate without the Q4 MI308 inventory reversal benefit. Q2 guide of 56% is real margin expansion off a normalized base. Mix is rotating to higher-margin server. -Embedded $873M, up 6% YoY. Off the cyclical bottom. No longer a drag. Can't wait for the call.

Whoa! BBG: Apple is considering using Samsung Foundry and Intel Foundry.

DocuSign Personal: $10 to $15 per month. DocuSign Standard: $25 to $45 per user per month. DocuSign Business Pro: $40 to $65 per user per month. A 10-person team on Business Pro pays $4,800 to $7,800 a year. To put signatures on PDFs. A team of 50 pays $24,000 to $39,000 a year. And there is a 100-envelopes-per-year cap on most plans. Send more contracts and you pay extra. Need SMS delivery? $0.40 per send. Need ID verification? $2.50 per attempt. Need premium support? $5,000 to $50,000 per year add-on. You are rationing digital signatures in 2026. DocuSign is a $10 billion company built entirely on this pricing model. Now meet DocuSeal. A free and open source alternative to DocuSign. Created in 2023 by a Ruby developer named Alex who was simply trying to sign one document and realised every solution online was overpriced or required a subscription. Three weeks later he had a working alternative. He pushed it to GitHub under the AGPL-3.0 license. Today it has 11,800+ stars and over 1,000 forks. Bootstrapped. No VCs. No paywalls. Here is what DocuSeal does: - Upload any PDF and turn it into a fillable, signable form - Drag and drop signature fields, dates, checkboxes, file uploads, and 13 field types - Send to multiple signers with custom signing order - Automated email reminders - Mobile signing on any device - PDF signature verification built in - Audit trail for every document - Bulk send and templates - Full API access - Self-host with one Docker command Here is what DocuSeal costs: Zero. Forever. Unlimited documents. Unlimited signers. Unlimited storage. DocuSign limits envelopes. DocuSeal doesn't. DocuSign charges per SMS. DocuSeal doesn't. DocuSign charges for ID checks. DocuSeal doesn't. DocuSign sees your contracts on their servers. DocuSeal doesn't. Here is the wildest part: The median DocuSign contract per Vendr is $17,250 per year. One Reddit thread has people saying "they want me to pay $4.80 per e-signature." Self-host DocuSeal on a $5 cloud server and a 50-person team can sign as many contracts as they want without paying a single dollar. Your contracts never leave your server. Your client lists. Your NDAs. Your employment agreements. None of it touches a third-party company. For individuals who only sign a few contracts a year, you save $180. For small teams of 10, you save up to $7,800 a year. For a 50-person company, you save up to $39,000 a year. Your documents. Your signatures. Your server. 100% Open Source. (Link in the comments)

Nvidia’s market cap has now increased by more than $2.15 trillion since Michael Burry began shorting the stock.

Rumor: Qualcomm’s ARM data center CPU is scheduled to launch in June.