Nasdaq & Strat

$googl has slowly become my largest position and i caution any stock trader or portfolio manager on the danger of not owning any or enough $googl

APPLE SUES OPENAI ALLEGING MISAPPROPRIATION OF TRADE SECRETS, COURT RECORDS SHOW

5/ JPMorgan 1.0 - inception to 2010 - Chase merges with Chemical 1990 - Chase acquires JPMorgan 2000 - share price: peaked $70 in 2000 and $58 in 2014 JPMorgan 2.0 - acquires Bear Stearns 2009 - becomes true global bank giant - share price: $58 to $334 The change in TAM = massive $JPM price increase

will never forget the way lowry started game 6 of the nba finals, i still get chills watching this

$TSLA - TESLA ROBOTAXI EXPANSION GAINS MOMENTUM Morgan Stanley reiterated its Equalweight rating and $415 price target after Tesla launched its Robotaxi service in Miami, including unsupervised vehicles. The bank expects Robotaxi launches in Phoenix, Orlando, Tampa and Las Vegas by year-end, with possible expansion into New Orleans. Morgan Stanley also expects an update on Cybercab production at Giga Texas and forecasts Tesla's Robotaxi fleet will grow to 1,500 vehicles by the end of 2026 and 30,000 by 2030. The bank said investors will remain focused on fleet expansion and safety data as key indicators of Tesla's autonomous driving progress.

JUST IN: $GOOGL profit is projected to nearly double to $247,000,000,000 over the next three years

The legendary 1980s Canadian Tire bicycle short film and ad. credit to cinematographer: George Morita and director, Bill Irish. 🇨🇦

Google has exactly one data center in the UK. All it has to do is threaten to close it and pull out its personnel. That is the answer to foreign censorship, it is the only answer, and the longer Big Tech ignores the option the more cancerous foreign regulation will become.

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company. Within two minutes, Alex Karp took the entire frontier AI industry apart on national television. His exact words: "Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business." He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription. Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer: "If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?" That question breaks the industry. If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens. Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling. Karp went even further... He called the entire arrangement "a wealth tax that does not help the poor. It just punishes." American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors. And the part the AI industry does not want anyone thinking about: Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them. The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing." He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows. The entire AI industry has been priced for perfection on one assumption: That frontier labs produce durable, defensible value that justifies infinite compute spend. But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse. The moment enterprises stop believing, the whole valuation stack shakes.

Generative AI revenue, excluding China, reached $110 billion over the past 12 months and is scaling three times faster than any previous information technology wave including the internet, mobile applications and the cloud, according to the report. The figures are based on a dataset that Exponential View built tracking AI spending across more than 1,000 companies. They used sources including company filings, executive statements, press reporting and cloud-provider disclosures, and then adjusted the figures to avoid double-counting between layers of the AI supply chain. -BBG