
Long 250,000 $SKM
memory GCR
1.2K posts


Long 250,000 $SKM





I once sat next to a divorced millionaire on a late-night flight. Halfway through the conversation, he smiled and said: “Being a man in your 30s and 40s is hilarious. You’ve got girls born in 2003, 1989, and 1969 all flirting with you at the same time. Male aging is different.” Then he took a sip of his drink and said:





Shocking number of millennial and Gen Z parents spank their kids, study says: 'Necessary to raise a child properly' trib.al/zdAMS8o

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.






Here's why $PENG is skyrocketing after-hours: $DELL just dropped the most bullish AI infrastructure print of the year. - Record revenue of $43.8 billion, up 88%. $24.4 billion in AI orders in a single quarter. $16.1 billion in AI server revenue recognized. - Full year guidance raised to $165 to $169 billion. AI server revenue up 757% year over year. - Full year AI server guidance raised from $50 billion to $60 billion. The CEO said it on the call. The AI opportunity shows no signs of slowing. The read-through everyone is missing? $PENG. Penguin builds the same enterprise AI clusters Dell sells. Same supply chain. Same sovereign AI customers. Same AMD EPYC backbone. Dell just told you the demand does not stop. $PENG is at 15x forward earnings. Photonics optionality completely unpriced. $DELL validated the thesis tonight.