Francesco Gremese

Ho tradotto in italiano l’intervista di #larryfink CEO di @BlackRock a @elonmusk . Credo che sia OBBLIGATORIO ragionare sui temi trattati: - futuro dell’umanità, del lavoro , della salute pubblica - AI e ROBOTICA - vita eterna - ALIENI LINK IN BIO

@GBallarani Bel pensiero

“Il denaro non esiste.” Whaaat? È il fatto che sopra un accordo invisibile abbiamo costruito tutto: stipendi, affitti, debiti, status, ansie… e spesso anche l’autostima. Se smetti un attimo di darlo per scontato, capisci quanto è fragile — e allo stesso tempo potente — il

Specchio di come i socialisti intendono applicare le loro idee

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $NVDA reported a massive Q1 2026, with revenue reaching $81.6 billion, up 85% year over year. Data Center revenue hit $75.2 billion, up 92%, while EPS rose 135% to $1.87. Gross margins expanded to 75%, up 14% year over year. Nvidia also guided for $92 billion in Q2 revenue, announced a new $80 billion share buyback, and increased its quarterly dividend from $0.01 to $0.25 per share. The stock was slightly down to flat after hours. 2. SpaceX officially filed for a Nasdaq IPO under the ticker $SPCX, giving investors the first full public look at the combined SpaceX, Starlink, X, and xAI company. The filing shows 2025 revenue of $18.67 billion, up 30%, but a $4.94 billion net loss after posting a $791 million profit in 2024. The company reported 9,600+ Starlink satellites, about 10.3 million Starlink subscribers across 164 countries, 1GW+ of AI compute nameplate draw, roughly 350 million daily posts, and 550 million monthly active users. Anthropic has also agreed to pay SpaceX $1.25 billion per month through May 2029 for AI compute capacity, with ramping in May and June 2026 at a reduced fee. SpaceX will be a controlled company, with Elon Musk serving as CEO, CTO, and chairman while retaining 85% voting control, meaning he can control major shareholder decisions and the company does not expect to pay Class A dividends anytime soon. 3. $PEP plans to raise prices on smaller chip bags as PepsiCo faces higher costs in the U.S., continuing the broader trend of food companies passing inflation and input cost pressures on to consumers. 4. $GOOGL just announced a new $15 billion investment to build AI infrastructure in Missouri, expanding Google’s U.S. data center and AI compute footprint as competition around AI capacity continues to accelerate. 5. OpenAI is reportedly preparing to file for an IPO as soon as Friday, according to WSJ. The company is working with Goldman Sachs and Morgan Stanley on a draft prospectus and could file confidentially with regulators in the coming days or weeks. OpenAI is aiming to be ready for a public listing as early as September, though the timeline could still change. The move comes after OpenAI cleared a major legal hurdle in Elon Musk’s case against the company. 6. $BABA Alibaba announced a new AI chip called the Zhenwu M890, which Alibaba says delivers 3x the performance of its previous-generation Zhenwu 810E chip. According to CNBC, the new processor includes 144 GB of GPU memory and interchip bandwidth of 800 GB per second, highlighting Alibaba’s push to strengthen its in-house AI infrastructure and compete more aggressively in the AI compute race. 7. Anthropic’s Q2 revenue is reportedly set to more than double to $10.9 billion, with the company also expected to post its first operating profit, according to the WSJ. Q2 operating profit is projected at $559 million, a major shift from prior investor materials that did not expect full-year profitability until at least 2028. WSJ says the figures were shared with investors during an ongoing funding round that could push Anthropic’s valuation above OpenAI’s. One caveat is that Anthropic may not remain profitable for the full year as compute spending ramps, and the operating profit figure excludes stock-based compensation. 8. April FOMC minutes showed officials generally expect the rate pause to last longer than previously anticipated, with many favoring the removal of the easing bias from the statement. A majority said further policy firming could be appropriate if inflation remains persistently above 2%, with upside risks tied to energy prices, tariffs, and Middle East uncertainty. Several officials said rate cuts could still come later this year if the conflict eases and inflation pressures fade. Labor market conditions are expected to remain stable in the near term, though downside employment risks remain. Almost all officials supported holding rates at 3.50%-3.75%, while one preferred a 25 bps cut. 9. China reportedly added Nvidia’s $NVDA China-specific RTX 5090D V2 gaming chip to a customs banned list last week during Jensen Huang’s visit to Beijing, according to FT. The chip was designed to comply with U.S. export controls and is used by gamers, animators, and AI developers for smaller workloads. The banned list also initially included Nvidia’s H200 and H20 AI chips. Even after U.S. approval for H200 sales to firms like Alibaba and Tencent, shipments remain blocked by Chinese customs. 10. Jeff Bezos in a new interview said today that higher taxes on the wealthy will not solve America’s fiscal problems, arguing that even doubling the billions he already pays would not address the underlying issue of government policy. He also said he plans to give away most of his wealth during his lifetime. Bezos criticized government inefficiency by comparing it to Amazon, saying that if Amazon operated like New York City’s school system, packages would take six weeks, cost $100 to deliver, and still arrive with the wrong item. He also said space data centers are “very realistic” and “will happen,” though a 2-3 year timeline is probably too ambitious. 11. $MU said at JPM’s Boston conference that demand continues to grow and is still outpacing both Micron’s and the industry’s ability to supply because of persistent structural factors. Management emphasized that “cost is a religion,” the balance sheet has “never been stronger,” and the company remains focused on meeting customer demand with higher-quality products. Micron also said strategic customer agreements are helping improve planning and visibility. The company added that its financial outlook has strengthened since the last earnings call and that it is on track for another substantial record free cash flow quarter in fiscal Q3. 12. $INTU reported a strong Q3 while also announcing plans to cut more than 3,000 roles, or about 17% of its workforce. Revenue came in at $8.6 billion, up 10% year over year and above estimates, while adjusted EPS of $12.80 also beat expectations. Intuit raised its FY2026 guidance to $21.34 billion-$21.37 billion in revenue and $23.80-$23.85 in adjusted EPS, while guiding Q4 EPS well above estimates. WALL STREET IS THE GREATEST SHOW ON EARTH.

@Polymarket AURA

JUST IN: Bolt CEO Ryan Breslow fired the company’s entire HR team because they were “creating problems that didn’t exist.”

@GBallarani Dettaglio che non avevo minimamente pensato

La geopolitica delle sedie. Xi Jinping e Putin bevono tè su due poltrone identiche. Stessa altezza. Stessa postura. Stessa scena. Xi Jinping e Trump invece appaiono completamente diversi: Trump più basso, affondato nel cuscino, senza tè sul tavolo. Internet ha trasformato

Nvidia’s first quarter revenue: Q1 2027: $81.6 billion Q1 2026: $44.1 billion Q1 2025: $26.0 billion Q1 2024: $7.2 billion Q1 2023: $8.3 billion Q1 2022: $5.7 billion Q1 2021: $3.1 billion Q1 2020: $2.2 billion Q1 2019: $3.2 billion Q1 2018: $1.9 billion Q1 2017: $1.3 billion

Jensen Huang’s annual dividend income just jumped from $34.9M → $871.7M Why? $NVDA quarterly dividend went from $0.01 → $0.25 per share He owns 871,704,104 shares If this doesn’t change how you think about money, nothing will…

@real_bechambers 🎂

Today is my son’s(Danny) birthday. He turns 35 today. Could you please wish my son a very happy birthday today 🎂🎉🥳🎈🎁

Ping me to meet! @eth_milano No bad vibes 🇮🇹

Voting isn’t real.

Hate the game not the players @POTUS 4d chess!

Epico

Consapevole che Al Capone è stato neutralizzato usando il fisco, Trump fa mettere una pietra tombale sulle dichiarazioni dei redditi sue e dei suoi due figli maggiori, nell'ambito della "transazione" col DoJ, oggi guidato dal suo ex penalista. Justice Department agrees not to pursue any tax claims against Trump as part of IRS deal nbcnews.com/politics/justi…

The IRS is barred from investigating President Donald Trump or his family for past tax issues under new terms added to a controversial lawsuit agreement with the Department of Justice. cnn.it/3RiRsYp

@QuintenFrancois And also control them by funding them

@WatcherGuru Human nature is undefeated.

@WatcherGuru @georgegalloway Is it possible?

JUST IN: 🇺🇸 Trump-IRS settlement permanently blocks IRS from auditing tax claims for President Trump and his family, Politico reports.

@oguzerkan If u are a US person non retail would u trust a brasilian bank? Is like to be a suisse rich man that gave money to a ukranian fintech

Can someone explain how $NU deserves to trade at just 13x forward earnings while growing 40% YoY and planning to enter the US market next year?

La cosa più grave è che Ruggero aveva anche una attività che portava valore al paese , ha reagito per proteggere i suoi cari e ora è al pari di uno spostato che ha fatto una strage. Che tra l’altro è a carico del SSN che Ruggero finanziava con le sue tasse FOLLIA