ProfHalf (반교수)

Thanks @SpaceX and @elonmusk, excited for you to try out the NVIDIA Vera CPU 🎉

OPENAI AND $DELL PARTNER TO BRING CODEX INTO ENTERPRISE INFRASTRUCTURE Dell sells the AI Factory and AI Data Platform stack that companies use to run AI workloads across hybrid and on-prem environments. Now OpenAI is connecting Codex into that layer. Codex has more than 4M weekly developers and is already being used for code review, test coverage, incident response and reasoning across large repositories. The next step is broader enterprise agents. OpenAI says teams are using Codex-powered agents to gather context across tools, prepare reports, route product feedback, qualify leads, write follow-ups and coordinate work across business systems.

WSJ reports Blackstone plans to invest $5B into a new AI cloud venture built around $GOOGL’s TPUs, to rival GPU neoclouds like CoreWeave. Google will supply the TPUs, software and services. Blackstone will reportedly be the majority owner. The venture aims to bring 500 megawatts of AI capacity online by 2027, roughly enough electricity to power a midsize city. This is Google’s biggest push yet to commercialize its in-house AI chips outside its own cloud. Google already signed major TPU supply deals with Anthropic and Meta.

BRAD GERSTNER'S ALTIMETER CAPITAL UPDATED THEIR PORTFOLIO AS OF THE END OF Q1 Here's every position they hold and what they dumped this quarter: CURRENT HOLDINGS: Nvidia $NVDA: $1.63B (28.57%) Meta $META: $1.12B (19.61%) Uber $UBER: $573.4M (10.06%) Taiwan Semiconductor $TSM: $461.5M (8.10%) Microsoft $MSFT: $438.1M (7.69%) Amazon $AMZN: $435.2M (7.64%) CoreWeave $CRWV: $348.5M (6.12%) Snowflake $SNOW: $290.5M (5.10%) Arm Holdings $ARM: $259.5M (4.55%) Axon $AXON: $63.3M (1.11%) Robinhood $HOOD: $62.3M (1.09%) Broadcom $AVGO: $20.8M (0.36%) Grab Holdings $GRABW: $262K (0.00%) FULL EXITS THIS QUARTER: - Bloom Energy $BE: -260,730 shares sold - Confluent $CFLT: -6,933,250 shares sold - Coupang $CPNG: -15,676,794 shares sold - Google $GOOGL: -519,290 shares sold - MercadoLibre $MELI: -68,480 shares sold - Shopify $SHOP: -570,210 shares sold - Zillow $Z: -2,187,421 shares sold

Nvidia GPU prices just went NUCLEAR overnight H200 is now $6.40/hour (+29%), more expensive than the B200 at 5.68/hour (6.4%) Good lord what an opportunity for cloud service providers: $NBIS $IREN $CRWV

Americans are defaulting on their student loan debt at a record pace: Delinquent federal student loan debt jumped +$12.2 billion in Q1 2026, to $171.4 billion, an all-time high. This has officially surpassed the $166.8 billion peak recorded in Q4 2019. At the same time, the proportion of seriously delinquent loans rose +0.7 percentage points, to 10.3%, the highest since Q1 2020. This comes as 2.6 million borrowers defaulted in Q1 2026, followed by ~1.0 million in Q4 2025. The average borrower entering default is now nearly 40 years old, up from 36.4 before the 2020 pandemic. The US student loan crisis is intensifying.

The forward 12-month P/E ratio for $SPX is 21.4, which is above the 5-year average (19.9) and above the 10-year average (18.9). #earnings, #earningsinsight, bit.ly/437Bd30

BREAKING: Japanese investors sold -$29.6 billion in US Treasuries, agency, and local authority debt in Q1 2026, the largest quarterly sale since Q2 2022. This marks the first quarterly outflow since Q4 2024 and follows 11 quarters of purchases of the last 12. Agency debt includes mortgage-backed securities (MBS) and bonds from government-sponsored entities, while local authority debt includes municipal bonds issued by US states, cities, and local governments. This comes as rising interest rate expectations, driven by a rebound in inflation, weighed on bond prices and prompted Japanese investors to cut US bond holdings. Japan is the largest foreign holder of US Treasuries, at $1.24 trillion, ahead of the UK, at $897 billion, and China, at $693 billion. Japanese investors are aggressively dumping US bonds.

“For Iran, the Clock is Ticking, and they better get moving, FAST, or there won’t be anything left of them. TIME IS OF THE ESSENCE!” - President Donald J. Trump

Our humanoid robots have now crossed 100,000 packages! As a reminder, this is happening fully autonomous. The robots are networked together to run 24/7 operations

SPACEX IPO NEXT MARKET SUPER CYCLE Here are the names that benefit and could be front ran into the the IPO: Launch + Infrastructure $RKLB - rockets $LUNR - lunar tech $RDW - space systems Satellite + Data $ASTS - satellite internet $IRDM - satcom $PL - Earth data $BKSY - defense imagery $SPIR - space data AI + Networking $LITE - optics $COHR - lasers $AAOI - transceivers $AVGO - networking silicon $MRVL - data centers $ANET - AI networking $NVDA - AI compute Defense + Autonomy $KTOS - defense drones $RTX - missile systems $LHX - defense comms RF + Telecom $QRVO - RF chips $ADI - signal chips $STM - connectivity $NOK - AI-RAN Materials + Aerospace $MP - rare earths $FCX - copper $ATI - aerospace alloys $HXL - composites Strategic Exposure $AMZN - Project Kuiper Do not miss this.

@washingtonpost @SoCalJoy Trump does not care about America, he cares about making money.

President Trump sold between $5 million and $25 million each of Microsoft and Amazon stock in February and purchased millions of dollars’ worth of the companies’ stock in March, according to disclosures filed with the U.S. Office of Government Ethics. wapo.st/4drlT67

Costco just flagged a major shift in shopper behavior: The world’s largest warehouse club is seeing customers buy less beef and premium items, while loading up on more chicken, canned tuna, canned chicken, and cheaper Kirkland Signature store brands. Costco’s leadership says this level of “trading down” for proteins and value items is the strongest signal of economic stress they’ve observed since 2007–2008.

Trump just got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?

BREAKING: The US has sent a list of "conditions" to Iran for a potential ceasefire deal, per Iranian state media. Terms include: 1. Iran will not be compensated for damages incurred in the war 2. Iran transfers 400kg of uranium to the US 3. Only one nuclear facility is permitted to remain active 4. No release of Iran's frozen assets 5. The ceasefire on all fronts is conditional on holding negotiations It has now been 78 days since the Iran War began.

BREAKING: The U.S. is reportedly considering a revised nuclear proposal that would allow Iran to continue enriching uranium up to 3.67%, marking a potential shift from Washington’s earlier zero-enrichment position. According to reports, the proposal could give Iran access to more than $25 billion in frozen funds while preserving parts of its enrichment program. Reports also claim Iran has rejected the offer and submitted a counterproposal.

🚨SpaceX set to IPO under the ticker $SPCX SpaceX to begin trading June 12 🚀 THE NEW SPACE RACE IS ABOUT DATA CENTER 📈THE ANTHROPIC × SpaceX SIGNAL: This is why every hyperscaler is moving up: ∙$AMZN → Project Kuiper ∙$GOOG → Starlink partnership + investments ∙$MSFT → Azure Space ∙Anthropic → infrastructure deals expanding into sovereign + edge compute When SpaceX launches Starlink Direct-to-Cell and starts deploying V3 satellites with 1Tbps capacity — that’s the network layer of AI being rebuilt above the atmosphere. The convergence is already happening: ∙Starshield (SpaceX’s classified gov division) is building dedicated DoD + intelligence constellations ∙Starlink is becoming the global low-latency backbone for AI inference at the edge ∙Lunar + LEO data centers are being prototyped (Lonestar, Axiom, Starcloud) — solar power is infinite in orbit, cooling is free in vacuum HOW THESE 35 COMPANIES FIT THE ECOSYSTEM : Think of the space economy as 5 layers stacked vertically — same logic as the AI stack: LAYER 1 — RAW MATERIALS & COMPONENTS (the “semis” of space) $HXL · $BWXT · $TDY · $HEI.A · $KULR · $ATRO · $RDW Carbon fiber, nuclear cores, sensors, batteries, composites. Without these, nothing flies. LAYER 2 — PRIMES & MANUFACTURERS (the + Foundry” layer) $LHX · $LMT · $NOC · $RTX · $BA · $GE · $HON · $ESLT · $BAESY · $EADSY Defense + aerospace giants that build the actual spacecraft, missiles, and satellite buses. Backlog, government cash flows. LAYER 3 — LAUNCH moving (payloads to orbit) SpaceX · $RKLB · $FLY · $SPCE The cost of access. SpaceX has collapsed $/kg by 20x. Rocket Lab is scaling Neutron. This is the enabling layer for everything above. LAYER 4 — DATA & CONNECTIVITY (the “cloud” layer) $AMZN · $IRDM · $GSAT · $VSAT · $TSAT · $SATS · $SPIR · $PL · $ASTS · $SATL · $BKSY Satellite networks. Earth observation. Direct-to-cell. This is the AWS of space — recurring revenue, subscription models, AI-ready data pipelines. LAYER 5 — APPLICATIONS (the “AI/SaaS” layer) $PLTR · $LDOS · $TRMB · $KTOS · $SIDU · $LUNR · $VOYG · $MNTS Mission software, geospatial intelligence, lunar infrastructure, in-space services. Where the margin lives.

BREAKING: Iran says it has prepared a "professional mechanism" to manage traffic and impose fees in the Strait of Hormuz and it will be "unveiled soon." Details include: 1. Iran says this system is "within the framework of its national sovereignty" 2. Under the new system, vessels will be directed along a designated route 3. Iran says "only commercial vessels and parties cooperating with Iran will benefit from it" 4. There will be fees imposed for vessels who wish to transit safely 5. The Strait of Hormuz will "remain closed to the operators of Project Freedom" Iran appears to be proceeding with their Hormuz toll system.

They dropped a camera into a crab colony underground and what they discovered inside the hole was absolutely unbelievable Wait until you see the ending twist😳😳😳😳