khuli

80 posts

khuli

@khuliwa_

Katılım Ocak 2021

121 Takip Edilen11 Takipçiler

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Analyzed Investing@analyzedinvest·28 May

🚨 BREAKING: Apple has secretly licensed Google's Gemini AI to power the new Siri in iOS 27 because Apple's own AI models weren't good enough. What this means: Apple's homegrown AI failed to meet the bar, so they went to their biggest rival, Google, to build Siri's new brain Gemini becomes the foundation model behind Siri, with Apple layering its own privacy protections on top Users will also be able to swap Siri's default AI for ChatGPT or Gemini directly from the search bar This affects every iPhone, iPad, Mac, and Apple Watch, with over 1 billion active Apple devices worldwide This is the most significant strategic shift in Apple's AI history. Siri was supposed to be Apple's edge. Instead, it's now powered by Google. Confirmed by Bloomberg. iOS 27 drops in September 2026. $AAPL $GOOGL

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Analyzed Investing@analyzedinvest·28 May

🚨 BREAKING: Qualcomm just announced the Snapdragon C a brand new chip platform bringing AI to budget laptops as cheap as $300. Here's what you need to know: First time an NPU (on-device AI processor) has been built into a sub-$300 PC chip Runs Windows on ARM laptops confirmed from Acer, HP & Lenovo Designed for students, families & small businesses, not just power users AI runs locally on the device, no cloud required, no data leaving your machine Until now, AI-capable PCs have started at $800+. Qualcomm just changed that. Full details drop at Computex 2026 keynote. $QCOM $MSFT

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Analyzed Investing@analyzedinvest·28 May

🚨 Anthropic just released Claude Opus 4.8 today — and the implications are bigger than most people realize. Quick context: Anthropic makes Claude, one of the top 3 AI models in the world alongside OpenAI's GPT and Google's Gemini. Today's release is their new flagship. What's new: • Claude Opus 4.8 outperforms GPT-5.5 and Gemini 3.1 Pro on key benchmarks • A new Fast Mode that's 2.5x faster and 3x cheaper to run • Effort controls you can now dial how much thinking Claude puts into a task • Dynamic workflows Claude can now break a huge task into hundreds of parallel subtasks and run them simultaneously Why the last point is a big deal: Until now, AI tools have handled tasks one step at a time. Dynamic workflows mean Claude can behave more like a team, planning, delegating to subagents, checking their work, and delivering a finished result. For developers, this means entire codebase migrations could be handed off to Claude end-to-end. And critically, all of this comes at the same price as the previous model. This is Anthropic's clearest move yet in a direct fight with OpenAI and Google for enterprise dominance. Watch this space closely.

Surmount@SurmountInvest

🚨 BREAKING: Anthropic just dropped Claude Opus 4.8, their most capable public model yet. Here's everything you need to know: • Same price as the previous version (Opus 4.7) • Beats OpenAI's GPT-5.5 AND Google's Gemini 3.1 Pro on agentic coding, financial analysis, and computer use benchmarks • New Fast Mode runs 2.5x faster and is 3x cheaper than prior models • New effort controls let you choose between speed and deep reasoning per task But the most significant feature isn't the model itself, it's what it can now DO. Dynamic workflows in Claude Code means Claude can now plan a large task, spin up hundreds of parallel subagents, verify outputs, and handle full codebase migrations autonomously. This isn't a coding assistant upgrade. This is Anthropic shipping, which is effectively an AI engineering team in a box. One catch: Anthropic has confirmed Opus 4.8 still sits below their Mythos model tier which they say is coming "in the coming weeks." So this is the mid-cycle drop, not the ceiling.

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Surmount@SurmountInvest·25 May

🚨14 million barrels per day of oil supply are currently disrupted, due to attacks on regional energy infrastructure, combined with restricted flows through the Strait of Hormuz. The IEA called this "unprecedented." Here's the part that matters: even if a deal gets done tomorrow and the Strait reopens, the IEA is still warning of a supply "red zone" in July–August. Why? Because damaged infrastructure doesn't repair itself overnight. Shipping flows through the world's most critical oil chokepoint don't normalize on a press release. The market has already tested this logic. The supply crunch doesn't need the conflict to continue. The damage is already done.

Analyzed Investing@analyzedinvest

🚨The oil trade right now has an unusual setup. If peace talks fail, supply stays disrupted, oil stays elevated, and energy names keep running. If peace talks succeed, infrastructure damage means the Strait of Hormuz doesn't fully normalize immediately, pre-war surpluses are largely drawn down, and the IEA is still flagging a demand surge in July–August from summer fuel consumption hitting simultaneously. Both outcomes keep pressure on supply. That's not a typical binary. The IEA head specifically warned that existing buffers, reserve releases, stockpile drawdowns, and pre-war surpluses may prove insufficient to stabilize conditions this summer. When the agency whose job is to manage supply stability says their own tools might not be enough, that's worth taking seriously. WTI: +39.81% over three months. The market is already pricing some of this.

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Analyzed Investing@analyzedinvest·25 May

🚨 BREAKING: $HOOD's acquisition of WonderFi Technologies just cleared its FINAL regulatory hurdle. CIRO (Canada's top investment regulator) approved the deal on May 20. Closing is set for June 1. Here's what Robinhood is getting: • Bitbuy & Coinsquare 2 of Canada's largest & most trusted regulated crypto exchanges • $1.5B+ in assets under custody • 115-person Canadian team already in place • Full regulatory licensing that takes years to obtain All for $179M USD in cash, a deal first announced back in May 2025. No further approvals needed. This is officially happening. 🔒

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Analyzed Investing@analyzedinvest·25 May

🚨Warsh WANTS to cut rates. Here's why it won't be easy • Inflation is at a 3-year high • Several FOMC members are openly discussing RATE HIKES, not cuts • Treasury yields are surging, markets aren't pricing in easing On top of that, Warsh wants to restructure the relationship between the Fed and the U.S. Treasury, a move that raises serious questions about the Fed's independence from the White House. And Trump? He's watching closely. Warsh has vowed not to be pressured, but he was Trump's pick that shadow doesn't disappear. Bottom line: Warsh has a bold vision but walks into one of the toughest monetary environments in years. The real "regime change" may not come from rate decisions at all but from how he quietly reshapes the Fed from the inside.

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Analyzed Investing@analyzedinvest·21 May

There's a number nobody on Wall Street wants to say out loud: Most of the $2T in AI backlog at $MSFT, $ORCL, $GOOGL & $AMZN is essentially circular. Here's the uncomfortable math 🧵 Microsoft's $37B AI annual run rate? ~$24B of that is estimated to come directly from OpenAI's compute spend on Azure over 80% of its AI capacity. 67% of CoreWeave's revenue is Microsoft paying for OpenAI's training compute. The cloud providers collect revenue from the AI labs → then spend it on Nvidia GPUs & data centers to serve those same labs. It's a loop, not a profit engine. Not yet. The real question isn't whether the backlog is real, it is. The question is whether enterprise & consumer AI demand scales fast enough to break the circular dependency before these companies are buried under capex. OpenAI is targeting $173B in annual compute spend by 2029. Anthropic plans to spend $86B+ on training alone through that same year. The compute bet is placed. Now revenue has to catch up.

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Analyzed Investing@analyzedinvest·20 May

🚨The U.S. just pulled a record 8.6 million barrels from its Strategic Petroleum Reserve in a single week. That's not a minor adjustment. That's the largest weekly SPR withdrawal in American history, topping the previous record of 8.4 million barrels set during a crisis in September 2022. Here's what the numbers actually look like right now: → SPR now sits at 384.1 million barrels, the lowest since October 2024 → Total crude inventories fell 4.3 million barrels vs. expectations of 2.1 million barrels → Gasoline stocks dropped 4.1 million barrels also well above forecasts → Cushing hub inventories fell 1.7 million barrels → Distillate stocks are already 11% below their 5-year average → Brent crude: $105/barrel. WTI: $98/barrel WTI has now fallen below $100 on cautious optimism around U.S.-Iran talks, but it's still roughly 50% above where prices were before the conflict began. The SPR exists for genuine supply emergencies. Draining it at a record pace while oil sits at $98 a barrel tells you everything you need to know about how serious the supply situation actually is. This is not a controlled release. This is pressure relief.

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Analyzed Investing@analyzedinvest·18 May

Strategy $MSTR just confirmed another massive bitcoin purchase. Here's the full picture, by the numbers: Latest acquisition (confirmed by Strategy, May 17, 2026): • 24,869 BTC purchased • $2.01B deployed • $80,985 avg price per BTC

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Analyzed Investing@analyzedinvest·18 May

🚨BREAKING: $IREN acquires Awaken, its former external creative & media agency. What this deal tells us about where IREN is heading: The structure: • Awaken ceases independent operations • Senior team joins under executive employment agreements • Founder Chris Parker leads brand & marketing strategy globally • Financial terms undisclosed

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Analyzed Investing@analyzedinvest·18 May

Most defense tech companies pitch a product. $ONDS just built a platform. In 2026 alone, Ondas has completed 6 acquisitions that together cover every domain of modern autonomous warfare: Ground → Air → Counter-Drone → Stratosphere → Land Intelligence → Command & Control The piece that ties it all together landed today: Omnisys, an Israeli firm with 25 years of battle-proven battlefield orchestration software (BRO) that connects sensors, autonomous systems & real-time decision-making into one unified operating layer. Built for machine-speed, multi-domain warfare. Here's why the positioning is rare: • VALIDATED, NOT THEORETICAL Sentrycs is actively deploying counter-drone protection across FIFA World Cup venues this summer, with contracts 70% of U.S. host cities. 4M Defense is tied to a $1.7B border security initiative. World View has flown 140+ stratospheric missions for NASA & the U.S. Air Force. This is real-world proof, not pitch deck slides. • PRIME CONTRACTOR ACCESS Mistral gives Ondas direct access to U.S. Army & Special Operations IDIQ contracts, the procurement vehicles where serious Pentagon money flows. Pro forma backlog: $457M. • THE NUMBERS BACK IT UP Q1 2026: $50.1M revenue 10x year-over-year, 31% beat vs. estimates. Full-year guidance raised to $390M+. • PALANTIR AS A PARTNER Ondas is integrating with Palantir AIP to deliver a software-defined mission platform. That's not a press release relationship; that's a signal about where this architecture is heading. Modern warfare is multi-domain, autonomous & operating at machine speed. Ondas is one of the only companies building the infrastructure to match it. (NFA)

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Surmount@SurmountInvest·11 May

$CRWV went from $229M revenue in 2023 → $1.9B in 2024 → $12-13B guided for 2026. That's not a growth curve. That's a vertical line. CorWeave doesn't do general cloud. It does one thing: rent the most powerful GPUs on the planet to companies training frontier AI models. The moat? A $99.4B revenue backlog, 75%+ already contracted, and first-in-line access to NVIDIA's latest chips before anyone else. The risk? $31-35B in CapEx this year alone. Customer concentration in a handful of AI giants. And the quiet threat that Microsoft, Meta, and OpenAI are all building their own data centers. The AI infrastructure race isn't coming. It's already here and it's minting some of the fastest-growing companies in market history. (NFA)

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Surmount@SurmountInvest·11 May

HSBC RAISES ITS S&P 500 YEAR-END 2026 TARGET FROM 7,500 TO 7,650 POINTS Cites resilient earnings growth as the primary driver

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Insider Trackers@InsiderTrackers·11 May

What Congress Was Buying (and Dumping) last Week: May 4-8, 2026 Want the full breakdown and more? Check the link below: insidertrackers.beehiiv.com/p/what-congres…

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Surmount@SurmountInvest·11 May

How does Broadcom ($AVGO) stack up against the competition? A quick breakdown: vs. Nvidia ($NVDA): More complementary than competitive. Nvidia dominates GPUs and training clusters. Broadcom dominates custom ASICs and Ethernet switching, and Nvidia actually buys Broadcom's networking chips. In Ethernet switch silicon, Broadcom's Tomahawk 6 hit 102.4 Tbps in 2025. Nvidia's equivalent? Expected H2 2026 a full year behind. vs. Marvell ($MRVL): The closest custom silicon rival, targeting 20–25% of the ASIC market vs. Broadcom's 70%. Marvell has Amazon Trainium and Microsoft Maia. Solid, but operating margins are significantly lower, and the scale gap is wide. vs. Intel ($INTC) & Qualcomm ($QCOM): Intel has been losing share for years. Qualcomm just entered custom ASICs for hyperscalers, they're years behind in credibility and relationships. The core insight: Broadcom has $60–90B in addressable AI revenue from just 3 hyperscale customers by FY2027. No competitor is close to that pipeline depth.

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Analyzed Investing@analyzedinvest·11 May

Broadcom ($AVGO) isn't just winning the AI chip race it's playing a completely different game than everyone else. While the world focuses on Nvidia's GPUs, Broadcom quietly controls 70% of the custom AI ASIC market. Google, Meta, Apple, Anthropic, and ByteDance all rely on Broadcom to design the chips that power their AI infrastructure. Here's the real moat: Broadcom doesn't just make the chips it makes everything that connects them. Ethernet switches (Tomahawk), SerDes, optical interconnects, HBM controllers. For every $1 a hyperscaler spends on AI accelerators, they spend $0.40–$0.60 on networking. Broadcom collects on both sides. And then there's VMware a $7B/quarter, high-margin software business that funds the entire AI buildout. Q1 FY2026: $19.3B revenue (+29% YoY), 68% EBITDA margins, $8B free cash flow. Q2 guidance: $22B (+47% YoY). (NFA)

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Surmount@SurmountInvest·7 May

🚨 $DDOG just reported Q1 2026 earnings and the numbers were well ahead of expectations across the board. But first, what does Datadog actually do? Every major company running software in the cloud needs to know when things break, why, and how fast they can fix it. Datadog is the platform that tells them. Infrastructure, applications, security, AI models all monitored in one place. Before Datadog, companies stitched together 5-10 different tools to do this. Datadog replaced the entire stack. That's why it's hard to leave. Switching means migrating historical data, retraining engineers, and rebuilding dashboards. Nearly 50% of customers use 4+ of their products. Now the numbers: Revenue: $1.01B vs $958M est. (+32% YoY) EPS: $0.60 vs $0.52 est. Free Cash Flow: $289M vs $153M est. $100K+ ARR Customers: 4,550 (+21% YoY) The FCF beat is the most telling line. They generated nearly double what analysts expected in cash, at $1B in revenue. FY26 guidance raised to $4.3B vs $4.1B est. The AI angle matters here too. Every company building AI infrastructure needs to monitor it. Datadog is positioned directly in that path and Q1 is the first quarter where their LLM observability product is expected to show up meaningfully in the numbers. (NFA)

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Surmount@SurmountInvest·7 May

🚨Stablecoin market cap reached $321B in April, a record, while broader crypto markets fell more than 20% in Q1. The divergence is worth noting. Capital didn't exit the space. It moved into the least volatile corner of it. $1B in inflows came in the week of April 26–May 3, following weeks of essentially low net movement in either direction.

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Insider Trackers@InsiderTrackers·7 May

🚨BREAKING: Rep. April Delaney released a new financial disclosure. Notable Trades: $TDG Transdigm $19k-$110k $PKG Packaging Corp $2k-$30K $TECH Bio-Techne $1k-$15k (S) Full Disclosure Below: disclosures-clerk.house.gov/public_disc/pt…

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Surmount@SurmountInvest·7 May

$CELH 🚨Most people look at this as just another energy drink company. It's not. Red Bull and Monster sell stimulation. Celsius sells a health outcome. Their proprietary MetaPlus blend is backed by clinical studies showing it accelerates metabolism during exercise, and those claims are legally protected. Competitors can't just copy the label and say the same things. That's the product. Then there's the structure around it. PepsiCo distributes Celsius through virtually every retail and convenience store in the U.S. and holds an 11% stake in the company. Their incentives are aligned in a way that's hard to replicate overnight. And the portfolio now covers three distinct consumer segments: Celsius - fitness and health-focused Alani Nu - young female wellness market Rockstar - mainstream energy That's nearly the entire energy drink market segmented under one roof, all running through the same distribution. 20% U.S. market share. $783M in Q1 revenue a record. The debate right now is whether the Celsius brand itself is maturing. The answer to that question is what the stock hinges on. (NFA)

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