Bruno Henriques

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Bruno Henriques

Bruno Henriques

@bruno__hp

AI, tech, markets, and random thoughts.

Viseu, Portugal Katılım Nisan 2025
462 Takip Edilen181 Takipçiler
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Matthew Berman
Matthew Berman@MatthewBerman·
my parents bought a tesla model 3 and there's nothing else like it. the most astonishing capability is self-driving. their tesla can drive them from their driveway to their destination, including parking in a busy parking lot, without disengaging once. comparing Tesla's self-driving to other automakers is like comparing an iPhone 17 to one of those grey brick phones from the 80s. it's kind of embarrassing. a week before they bought the tesla, my dad told me he didn't think he'd be driving much longer since he's pretty old. the tesla just extended his independence by years. feeling grateful for all tesla has done.
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Brian Basson
Brian Basson@BassonBrain·
37 AIRLINES HAVE NOW COMMITTED TO STARLINK IN-FLIGHT WI-FI 🛰️🛫 Singapore Airlines just announced they will roll out @Starlink in-flight Wi-Fi across their fleet of Airbus A350s and A380s! (Date first announced in brackets) ▪︎ Aer Lingus (Nov. 2025) ▪︎ Air Busan (Dec. 2025) ▪︎ Air Dolomiti (Jan. 2026) ▪︎ Air France (Sept. 2025) ▪︎ AirBaltic (Dec. 2022) ▪︎ Air New Zealand (Dec. 2023) ▪︎ Air Seoul (Dec. 2025) ▪︎ Alaska Airlines (Aug. 2025) ▪︎ Asiana Airlines (Dec. 2025) ▪︎ Austrian Airlines (Jan. 2026) ▪︎ British Airways (Nov. 2025) ▪︎ Brussels Airlines (Jan. 2026) ▪︎ Copa Airlines (Apr. 2026) ▪︎ Discover Airlines (Jan. 2026) ▪︎ Edelweiss Air (Jan. 2026) ▪︎ Emirates Airlines (Nov. 2025) ▪︎ Eurowings (Jan. 2026) ▪︎ FlyDubai (Nov. 2025) ▪︎ Gulf Air (Jan. 2026) ▪︎ Hawaiian Airlines (Apr. 2022) ▪︎ Iberia (Nov. 2025) ▪︎ ITA Airways (Jan. 2026) ▪︎ Jin Air (Dec. 2025) ▪︎ JSX (Apr. 2022) ▪︎ Korean Air (Dec. 2025) ▪︎ LEVEL (Nov. 2025) ▪︎ Lufthansa Airlines (Jan. 2026) ▪︎ Qatar Airways (May 2024) ▪︎ SAS (Jan. 2025) ▪︎ Southwest Airlines (Feb. 2026) ▪︎ Singapore Airlines (May 2026) ▪︎ SWISS (Jan. 2026) ▪︎ United Airlines (Sept. 2024) ▪︎ Virgin Atlantic (Jul. 2025) ▪︎ Vueling (Nov. 2025) ▪︎ WestJet (Jul. 2024) ▪︎ ZIPAIR (Jan. 2023) @elonmusk
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DogeDesigner@cb_doge

JUST IN: Singapore Airlines to roll out high-speed Starlink inflight Wi-Fi starting 2027. • Faster connectivity than current onboard systems • Rolling out on A350 & A380 fleet • Full deployment expected by 2029.

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BridgeMind
BridgeMind@bridgemindai·
Google is finally cutting the bleed. Gemini CLI free tier users no longer get access to Gemini 3.1 Pro. You now need a paid plan. Google gave away frontier model access for months while Anthropic and OpenAI charged $200/month. That era is over. Every AI company learns the same lesson. Free access to your best model is not a growth strategy. It's a burn rate. Claude Code charges $200/month. Codex charges $200/month. Google was the last holdout giving away the farm. Now everyone pays.
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Matt Wolfe
Matt Wolfe@mreflow·
This week had no shortage of AI drama, plus a few great new open source models were released too. Here are all the latest launches and stories: - @deepseek_ai released DeepSeek V4 - @OpenAI and @elonmusk face off in court - OpenAI expanded models and agents on @AWS - @AnthropicAI users face billing issues tied to Claude Code bug - @Google signed Pentagon deal - Gemini can generate/export files - Google Translate added AI pronunciation feature - Google Photos launched AI wardrobe try-on - @nvidia launched Nemotron 3 Nano Omni - @poolsideai launched Laguna M.1 and XS.2 - @MistralAI launched Vibe remote coding agents - @AlibabaGroup released Qwen-Image-2.0-Pro - @xai added “Think Fast” feature to Grok Voice - X announced AI-powered Ads Manager rebuild - China blocked @Meta acquisition of @ManusAI - @Microsoft updated partnership with OpenAI - @ElevenLabs launched ElevenMusic platform - @Spotify launched verification for human artists - @MayoClinic used AI to detect cancer earlier Let me know in the comments if I missed anything!
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Shay Boloor
Shay Boloor@StockSavvyShay·
I don’t think people realize how much operating leverage $SNDK has right now. Revenue nearly doubled sequentially from $3B to ~$6B while OpEx only moved from $413M to $448M. This is what happens when an underappreciated memory asset gets pulled into a supply-constrained AI capex cycle with almost no spare capacity left.
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Shay Boloor@StockSavvyShay

HERE’S FRIDAY’S FOX BUSINESS SEGMENT • $MU becoming the picks-and-shovels for “AI that remembers • $SNDK catching the second-order storage wave • $RKLB building an end-to-end space logistics  • $PL monetizing continuous Earth data from orbit • $ASTS turning space into a global cellular network The 2026 memory story is that AI demand is shifting from stop-start training runs to always-on inference making memory less cyclical and more foundational infrastructure.

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Brew Markets
Brew Markets@brewmarkets·
The S&P 500 rose 10.4% in April, its best month since 2020.
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Artificial Analysis
Artificial Analysis@ArtificialAnlys·
xAI has launched Grok 4.3, achieving 53 on the Artificial Analysis Intelligence Index with improved agentic performance, ~40% lower input price, and ~60% lower output price than Grok 4.20 The release of Grok 4.3 places @xAI just above Muse Spark and Claude Sonnet 4.6 on the Intelligence Index, and a 4 points ahead of the latest version of Grok 4.20. Grok 4.3 improves its Artificial Analysis Intelligence Index score while reducing cost to run the benchmark suite. Key Takeaways: ➤ Grok 4.3 improves on cost-per-intelligence relative to Grok 4.20 0309 v2: it scores higher on the Intelligence Index while costing less to run the full benchmark suite. Grok 4.3 costs $395 to run the Artificial Analysis Intelligence Index, around 20% lower than Grok 4.20 0309 v2, despite using more output tokens. This makes it one of the lower-cost models at its intelligence level ➤ Large increase in real world agentic task performance: The largest single benchmark improvement is on GDPval-AA, where Grok 4.3 scores an ELO of 1500, up 321 points from Grok 4.20 0309 v2’s score of 1179 Grok 4.3, surpassing Gemini 3.1 Pro Preview, Muse Spark, Gpt-5.4 mini (xhigh), and Kimi K2.5. Grok 4.3 narrows the gap to the leading model on GDPval-AA, but still trails GPT-5.5 (xhigh) by 276 Elo points, with an expected win rate of ~17% against GPT-5.5 (xhigh) under the standard Elo formula ➤ Grok 4.3’s performs strongly on instruction following and agentic customer support tasks. It gains 5 points on 𝜏²-Bench Telecom to reach 98%, in line with GLM-5.1. Grok 4.3 maintains an 81% IFBench score from Grok 4.20 0309 v2 ➤ Gains 8 points on AA-Omniscience Accuracy, but at the cost of lower AA-Omniscience Non-Hallucination Rate of 8 points, so Grok 4.20 0309 v2 still leads AA-Omniscience Non-Hallucination Rate, followed by MiMo-V2.5-Pro, in line with Grok 4.3 Congratulations to @xAI and @elonmusk on the impressive release!
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Max Weinbach
Max Weinbach@mweinbach·
From Apple Earnings Call: "Kansas City public schools are switching from Windows laptops and Chromebooks to MacBook Neo"
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Roblox, $RBLX, earnings: - EPS: -$0.35, est: -$0.41 - Rev: $1.73 billion, est: $1.75 billion Reddit, $RDDT, earnings: - EPS: $1.01, est: $0.56 - Rev: $663 million, est: $609 million Sandisk, $SNDK, earnings: - EPS: $23, est: $14 - Rev: $5.9 billion, est: $4.7 billion
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Wall St Engine
Wall St Engine@wallstengine·
$SNDK Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.0B (Est. $4.7B) 🟢; +251% YoY 🔹 EPS: $23.41 (Est. $14.42) 🟢 🔹 Gross Margin: 78.4% (Est. 67.2%) 🟢 🔹 Operating Income: $4.22B (Est. $2.7B) 🟢 🔹 Consumer Revenue: $820M; +44% YoY 🔹 Zero-Debt Balance Sheet: Long-term debt reduced to $0 Q4'26 Guide: 🔹 Revenue: $7.75B - $8.25B (Est. $6.3B) 🟢; +308% to +334% YoY 🔹 EPS: $30.00 - $33.00 (Est. $22.42) 🟢 🔹 Gross Margin: 79.0% - 81.0% (Est. 73.6%) 🟢 🔹 Operating Expenses: $480M - $500M 🔹 Interest & Other Income / Expense, Net: $10M - $30M 🔹 Tax Expense: $775M - $875M 🔹 Diluted Shares Outstanding: $158M Other Metrics: 🔹 Consumer Revenue: $820M; +44% YoY 🔹 New Business Model Agreements: Ended Q3 2026 with three signed NBM agreements; two additional NBM agreements signed in Q4 2026 🔹 Standalone Company: Separated from Western Digital Corporation on February 21, 2025 Financials: 🔹 Gross Margin: 78.4% 🔹 Operating Income: $4.22B 🔹 Long-Term Debt: $0, down from $1.829B at June 27, 2025 Capital Return: 🔹 Share Repurchase Program: Recently authorized Commentary: 🔸 “This quarter marks a fundamental inflection point for Sandisk — where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.” 🔸 “We are also advancing to a new business model built on multi-year customer engagements backed by firm financial commitments.” 🔸 “Together, this transformation is driving structurally higher and more durable earnings power.”
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Tibo
Tibo@thsottiaux·
Lots of improvements across the board both for coders and general work. Update your codex app to enjoy all the improvements. We will be back next week
Andrew Ambrosino@ajambrosino

Codex for everything: - Dynamic UI for the task at hand - 20% faster computer & browser use - Even better slides and sheets - Annotate in browser, artifacts, and code - Easier to get started - Cleaner design across the app - Performance improvements - (no clunky handoff/switching)

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Chubby♨️
Chubby♨️@kimmonismus·
Anthropic vaulation $61.5b -> $900b (15x) in ~12 Months. Read that again. Twelve months ago, Anthropic was valued at $61.5 billion, and now investors are lining up to hand the company $50 billion in fresh capital at a valuation approaching $900 billion, a nearly 15x jump in a single year fueled by revenue that exploded from around $1 billion to a $40 billion run rate. An investor ready to write a $5 billion check can't even get a meeting with the CFO, which tells you everything about who holds the power in the AI funding market right now. Anthropic will have 50x'd its valuation since early 2024, making it arguably the fastest value creation in tech history.
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Wall St Engine
Wall St Engine@wallstengine·
$MA | Mastercard Q1 Earnings Highlights 🔹 Revenue: $8.4B (Est. $8.26B) 🟢; UP +16% YoY 🔹 Adj. EPS: $4.60 (Est. $4.39) 🟢; UP +23% YoY 🔹 Gross Dollar Volume: $2.7T; UP +7% YoY local currency 🔹 Purchase Volume: UP +9% YoY local currency 🔹 Cross-Border Volume: UP +13% YoY local currency 🔹 Switched Transactions: UP +9% YoY Other Metrics: 🔹 Payment Network Revenue: UP +12% YoY; UP +8% currency-neutral 🔹 Value-Added Services & Solutions Revenue: UP +22% YoY; UP +18% currency-neutral 🔹 Payment Network Rebates & Incentives: UP +23% YoY; UP +19% currency-neutral 🔹 Mastercard & Maestro-Branded Cards: 3.7B Financials: 🔹 Adjusted Operating Expenses: $3.3B; UP +11% YoY 🔹 Adjusted Operating Margin: 60.8%; UP +1.5 pts YoY 🔹 Adjusted Net Income: $4.1B; UP +20% YoY 🔹 Adjusted Effective Tax Rate: 19.2% Capital Return: 🔹 Buybacks: Repurchased 7.8M shares for $4.0B in Q1 🔹 Dividend: Paid $777M in Q1 🔹 QTD Buybacks: Repurchased 3.3M shares for $1.7B through April 27 🔹 Authorization Remaining: $11.7B Commentary: 🔸 “Mastercard is diversified, future-ready, and delivering.” 🔸 “In Q1, net revenue increased 16%, and value-added services and solutions grew 22% year over year — or 12% and 18% respectively on a currency-neutral basis.” 🔸 “We’re well positioned to capture the next wave of digital payments growth and continue to support secure commerce around the world.”
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WOLF Trading
WOLF Trading@WOLF_TradingX·
Here’s all of the major companies that report earnings after the stock market close today Apple $AAPL - Expected EPS: $1.94 🟢 Reddit $RDDT - Expected EPS : $0.62 🟢 Rivian $RIVN - Expected EPS: -$0.63 🔴 Sandisk $SNDK - Expected EPS: $14.36 🟢
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Paul Solt
Paul Solt@PaulSolt·
Here’s Codex in 28 minutes. It’s more than just code now. Intelligence for any task.
Riley Brown@rileybrown

Learn 95% of Codex in 28 minutes These are the 7 knowledge work capabilities... inside Codex, the super-app 00:00 Intro 02:19 Capability 1 - Full File Access 07:41 Capability 2 - Persistent Memory 10:46 Capability 3 - Plugins 13:52 Capability 4 - Skills 19:22 Capability 5 - GPT Image Access 21:03 Capability 6 - Browser and Computer Use 23:58 Capability 7 - Automations 25:31 Bonus Feature - Chronicle 27:21 Summary

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Wall St Engine
Wall St Engine@wallstengine·
$CAT | Caterpillar Q1 Earnings Highlights 🔹 Revenue: $17.4B (Est. $16.49B) 🟢 🔹 EPS: $5.54 (Est. $4.63) 🟢 🔹 Cat Financial Revenue: $947M; UP +10% YoY 🔹 Cat Financial Profit: $144M; UP +11% YoY 🔹 Retail New Business Volume: $3.19B; UP +8% YoY Cat Financial: 🔹 Revenue: $947M; UP +10% YoY 🔹 Profit Before Income Taxes: $195M; UP +12% YoY 🔹 Profit: $144M; UP +11% YoY 🔹 Retail New Business Volume: $3.19B; UP +8% YoY 🔹 Total Assets: $38.16B Other Metrics: 🔹 Past Dues: 1.39% vs 1.58% YoY 🔹 Write-Offs, Net of Recoveries: $29M vs $20M YoY 🔹 Allowance for Credit Losses: $283M, or 0.86% of finance receivables Commentary: 🔸 “Retail new business volume was strong, and our portfolio continues to perform well, with past dues remaining at historically low levels.”
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Keşfet

@Starlink @elonmusk @deepseek_ai @OpenAI @AWS @AnthropicAI @Google @nvidia