DanielTrades

$googl and $amzn at 35 forward PE, $msft at 23. Somethings gotta give

Gemini is failing today. Just hanging all morning.. wth

@doinggood9 @ReesePolitics @Jayce_On_ He doesn’t want to say dilution on air. Simple as that.

@ReesePolitics @Jayce_On_ The CEO couldn't answer an incredibly straightforward question. Hey you have 20 + 20 but are missing 16, where does the 16 come from.....and couldn't answer beyond check the site! And you think Sorkin was the issue? lol come out of there for some air man.

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

$msft making a nice move, and plenty of room to go higher - bears already tried to take it down this morning after the initial pop and failed.

@muskonomy Maybe having no use case other than Grok slop is not working out

NEWS: xAI is reportedly using just 11% of its 550,000 NVIDIA GPUs, while Meta and Google squeeze 43-46% out of theirs. According to a report from The Information, xAI's massive Memphis and Colossus GPU clusters, packed with H100s and H200s including liquid-cooled setups, are running at only around 11% utilization. That works out to roughly 60,000 active GPUs out of the 550,000 installed. The issue is not unique to xAI. Running hundreds of thousands of GPUs efficiently is one of the hardest challenges in AI today. As clusters scale up, idle time piles up fast and software stacks struggle to keep up. Meta and Google have invested heavily in their software optimization, hitting 43% and 46% utilization respectively. xAI's distributed training network and software stack are still maturing, leading to longer idle times and bottlenecks in the data pipeline. xAI is targeting 50% utilization through future infrastructure and software upgrades. The company may also start renting out its GPU fleet as it shifts workloads to hardware better suited for agentic AI tasks. On top of this, Elon Musk is doubling down on the Terafab project, building in-house silicon and tapping Intel's 14A technology to power the next generation of xAI, SpaceX and Tesla compute needs. Source: The Information

@mrbrightlights_ Yeah. I think he has potential. Take him over Heine

Fuck the clubhouse you cannot send this demon back to Buffalo

@SawyerMerritt Not a big secret but Canadians see Tesla as a MAGA mobile. The same folks who are threatening our sovereignty and economy. So no thanks.

I think this new RWD trim in Canada is the least expensive new vehicle that Tesla has ever sold in the North American market. Literally the most affordable new Tesla ever sold in the region, and it has the Premium interior. A base 2026 Toyota Camry Hybrid is only $1k less...

@DriveTeslaca Wouldn’t buy one if it were even half this price. Canadians not going to support Musk or his businesses

Ok, who’s buying one? This is an insane deal, roughly US$29,000. The comparable configuration in the U.S. is priced about $13,000 more at $42,490!

@UNCstillgot_it He might be the wildcard that makes the difference. Great to have another reliable starter

How did the league let us get this demon for $1 million

Market coming to its senses perhaps as $msft bounces back a little. RPO at $627B and AI run rate is 137% yoy, and Azure 40%. Sentiment is just horrible but reminds me of $googl a year ago. MAI-1 has real potential to surprise, as they have OpenAI IP to help accelerate

@TheValueist This is a great use case a Microsoft owns the distribution channel for enterprise. They can have agents for every profession. High value use cases that have significant commercial appeal.

This could be a very big use case for $MSFT built in customer based. $NVDA $MU $SNDK $LITE

@ACInvestorBlog There was nothing of concern in that earnings report. Capex is backed by rpo and immediate demand, and comparable to the other hyperscalers. It would be concerning if it was much less than the competition

$MSFT Potential Cup and Handle bottom on 15m chart. Breakout watch over $413

Azure only growing at 40% on a $90-100 billion dollar run rate, not good enough for 25 PE? Whatever, bought some more $msft

@ACInvestorBlog $msft has the clearest road to monetization of AI while others still trying to figure it out. As big corps like Accenture and J&J and others go all-in on copilot, all their competitors will do the same. People sleeping on the opportunity the have.

Unpopular opinion: $META $MSFT I’ve got a feeling the dips will be bought up tomorrow.

@munster_gene At 22 forward PE, not sure the market is thinking here. Too damn cheap

$MSFT is in a tight spot because they can't shake the negative narrative. Stock is down 1% on solid numbers. The past month, MSFT is up 17%, inline with the Nasdaq. My take: They need to make a statement on the call tonight and make it easy for investors to believe they have AI powered products (beyond Azure) that customers must have. Copilot has been a miss.

$msft Azure growing at 40% at this scale is amazing. Market has got this wrong but I’m happy to buy some more here and hold.

$msft solid results. Expectations were low given the stock has gone nowhere for two years.

@Mr_Derivatives If i had to guess, $msft and $goog green - $amzn and $meta red

Some rough implied moves for today: $MSFT +/- 7.2% $META +/- 7.1% $GOOG +/- 5.3% $AMZN +/- 7% Goodluck today degens. I suspect 2 greens and 2 reds today. Question is, which ones?!?

$msft is at prices from Jan 2024.

TACO is coming. It always comes after oil above $100