Eran Maor

You need to think about AWS the same way you think about TSMC for NVDA. NVIDIA designs the solution, and TSMC builds it for NVIDIA and for others. AWS plays a similar role in the cloud. You can have great AI designs and models, but you still need the infrastructure to build, run, and scale them. That is exactly where AWS leads in the public cloud.

Yes, AWS is intensely focused on expanding its AI stack with more solutions and more layers. The reason the revenue impact is not bigger yet is not a lack of capability. A large portion of OpenAI’s cloud footprint is still tied to Microsoft and Oracle because of existing contracts. As those agreements mature, AWS is well positioned to become OpenAI’s largest cloud provider.

Based on the stock chart don't look to $AMZN as a huge AI winner either They've fired all the Americans and replaced them with Indians who likely over-inflated their resumes and don't kow how to fix/maintain what the Americans created. Did I mention H1-B program is a giant fraud for F-ing American workers and should be ended?? @realDonaldTrump I don't shop at $AMZN anymore either BTW

@DarvasBoxAI i used around 100-200 times a day OpenAI , for Polities i love to use DeepSeek that i love how the stole most of OpenAI data and using it.

$GOLD — I like it here and started a new position. After this classic shakeout, it looks like we may be setting up for the next leg higher.

The real winner of the U.S.-Iran war may be China. Iran will need massive reconstruction, and China is in the best position to sell Tehran the infrastructure, goods, and support it will need, while the U.S. is unlikely to benefit commercially. On top of that, China has already been benefiting from discounted Iranian oil.

View my verified achievement from @awscloud. credly.com/badges/e3234e1… via @credly

Kharg Island is the main place from which Iran ships oil out to the world, and many reports describe it as handling about 90% of Iran’s oil exports. Kharg handles about 90% of Iran’s outbound oil shipments, while Britannica says it serves as the terminal for nearly all of Iran’s oil exports.

Gold dropped because Iran liquidated a large portion of its hidden overseas assets, creating heavy selling pressure in the market.

My estimate is that the war with Iran is closer to ending than most people expect. A 5–7 day window could be a good time for de-escalation or a pause. The move in the Iranian rial (IRR) also suggests we may already be past the peak, and things now need time to cool off. #Iran

@DarvasBoxAI Druckenmiller has a fantastic macro view of TML. From my perspective, $FIGR is one of those names. I’d actually love a broader selloff that brings $FIGR down to the $12–$15 range. Either way, I’ll likely use options to amplify returns—but this is a long-term view.

@eran5700 There have been other Druck plays that he was in but subsequently bailed. He claims he’s so innocent and golly gee doesn’t know but reality is he knows to a T. $GLBE perfect example

Haven't seen a stock come down meteor-style quite like $FIGR ☄️ Imagine how excited investors were barely a month ago after hitting $75. Back then I kicked myself for missing it and now I'm patting myself on the back for missing it

@DarvasBoxAI Exactly — that’s the point. Traditional banks leave this space wide open, and most of them still won’t lend against crypto collateral. The current price looks attractive, but I’m waiting for the next 13F to confirm Druckenmiller is still holding.

@eran5700 So if the co is fine that means the issue is simply the valuation/price

@DarvasBoxAI not when you are dealing with crazy people , lets finish them ones and for ever. Trump is the only person that can make clear decision without any Bullish, Bravo

Woke up to US attacking and hopefully taking out the Iranian leadership is both welcome and unpleasant news Watching and hoping for the best like everyone else $SPX $COMPQ

Free our People , free us from the IRAN Regime

#IRAN - the weather is much better , next week looks very promising and the IRR is showing you the result of this talks - the will lead to nothing. QQQ 600 Put and SPY 685 Put of 03/13 looks right to protect your Accounts

Sold two big positions today: $PSSFX and $FKRCX. Gold has been pretty wild lately, but after a ~40% gain in just four months, I decided to lock in profits. I’m still holding $GLD, but I think we’ll see better opportunities than gold at some point this year.

you cant buy this in the USA market and NOMURA will provide you the option: SK Square SK hynix Samsung Electronics Reliance Industries Samsung C&T Tencent Holdings MediaTek Reliance Industries GDR

$DEMAX has been strong. I’m sitting on ~40% gains and would welcome a healthy dip to add to my position.