ross

If he can do it, I can do it.

@KBensonJpg @HiTonedBumpkeen Because it's a bot. It's trying to get engagement and it's succeeding lmao

@HiTonedBumpkeen Lol why are you so aggressive weirdo

A vodka soda is $15 and ubers are $70

@edzitron @danielnewmanUV I unliked his tweet after I saw this 🤣

@danielnewmanUV That’s five sentences

$GOOGL I/O 2026 in one sentence: Gemini is now an operating system, not an app. Search, Android, Chrome, Workspace, eyewear. One agent, every surface. The model wars are over. The distribution wars just started.

@awakenowzone This guy is an incredible leader.

Lip-Bu Tan with Jim Cramer on Mad Money Key Updates: 18A Execution Intel’s 18A yield is improving around 7–8% per month, which Tan described as the industry-standard scale-up rate. Defect-density targets were also reached ahead of year-end, supporting confidence in Panther Lake volume shipments. Foundry Customer Momentum Tan said outside customers are now knocking on Intel’s door after seeing the progress on 18A yield and defect density. He also said Intel has multiple customers engaged on 14A, with a 0.5 PDK already available. 14A Roadmap For 14A, Intel is targeting risk production in 2028 and volume production in 2029, putting it on an equal timeline with TSMC. EMIB / Advanced Packaging EMIB (which he called the best) and advanced packaging may be much bigger than expected …potentially billions, not just hundreds of millions. Some customers are even prepaying to help Intel secure tight supply-chain materials. Customer Demand Demand is accelerating too. Tan said one customer wanted to triple its forecast, but Intel needs a few quarters to catch up. Government Support Tan also said he updates President Trump and Howard Lutnick from time to time, and credited their support for understanding the strategic importance of U.S.-based semiconductor R&D, manufacturing, and capacity. Bottom line: The market can argue over candles. But the actual Intel story is execution, customers, packaging demand, and U.S. strategic backing all moving in the same direction. We don’t own enough $INTC

This guy is an incredible leader.

@StockSavvyShay >the market still treats it like a permanent AI-cycle loser >Up 4x in last 12 months

MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $AMD | AMD AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit share (AMD is winning higher-value server CPU dollars that AI infrastructure actually needs). CEO Lisa Su also raised the server CPU TAM forecast to $120B+ by 2030, guided Q2 server CPU revenue to grow more than 70% YoY and layered on the $META 6GW Instinct deal which also makes Meta one of the first customers for next-gen Venice and Verano EPYC processors. Intel's Diamond Rapids was also delayed to mid-2027 which means AMD has effectively zero competitive response during the steepest part of the agentic AI buildout. 2. $ARM | Arm Arm is the most interesting of the three because the story is no longer just “Arm collects royalties” since they're now becoming a direct silicon supplier through the Arm AGI CPU which it says can deliver more than 2x performance per rack versus x86 platforms while reducing AI data center capex by up to $10B per gigawatt. Arm said customer demand for the AGI CPU has already reached more than $2B across FY27 and FY28 which now gives Arm two ways to win from the same bottleneck: royalties on custom hyperscaler CPUs and direct sales into AI infrastructure. 3. $INTC | Intel Intel is the most controversial of the three because the market still treats it like a permanent AI-cycle loser but agentic AI could lift every credible x86 supplier and Intel now has two ways to capitalize on it: product and foundry. On the product side, AI-driven businesses now account for 60% of total revenue and are growing 40% YoY while Xeon 6 was selected as the host CPU for $NVDA DGX Rubin NVL8 systems giving Intel a role inside the next generation of Nvidia AI deployment. On the foundry side, Intel agreed to manufacture chips designed by $AAPL while Nvidia's $5B investment and commitments from Musk-linked companies validate Intel's manufacturing roadmap at the exact moment AI infrastructure needs more advanced domestic chip capacity.

Starting a thread

@CFPStrategist4U @JPATrades Incorrect. Bad bot. Using the free AIs I bet?

@JPATrades Fake News Spreading from Kobeissi is wrong

@veskyxd Same people that don't return shopping carts

you mad weird for not letting me merge

Same people that don't return shopping carts

@Jason @Brainmetry How does buying Uber change the standings of the race to deploy AVs? Are you saying this acquisition would help someone get the cars on the road faster?

@Brainmetry It will take ten years for this deployment to happen, and whoever buys Uber will go right to the front of that race.

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@TheStalwart I don't trust you. Now what?

Just had the perfect bagel sandwich. Not going to give any details as to what was on it or where I got it. Because someone will get angry that I didn’t get the way they like it or from the right place. But just trust me it was perfect based on my own subjective tastes.

@desuforu @Geiger_Capital When will AI start contributing to GDP? That's the big question. And I'm not talking about construction spending, the actual AI

@Geiger_Capital Don't compare the bullshit dotcom bubble to AI. 2 entirely different Beasts. Dotcoms went away. AI will not. It will continue on an exponential curve.

The Buffett Indicator (Total US Market Value/GDP) is a ballpark measure of how expensive stocks are at any one point in history… It’s now sitting at ~245%. "If the ratio approaches 200%, as it did in 1999, you are playing with fire." - W. Buffett

@sage_22019 @kene_san @8teAPi Another obvious bot post. When I said 'he' I was obviously referring to prakesh, the OP of this thread, not Jensen himself. Bad bot

@rossburner_ @kene_san @8teAPi He literally calls himself Chinese at 46:32. People from Taiwan are of Chinese ethnicity. youtu.be/8FOdAc_i_tM?si…

Jensen is really dangerous for Beijing. An uncontrollable and popular Chinese speaking billionaire is a disaster for them.

@kene_san @8teAPi He didn't say he was Chinese. He only said he spoke Chinese, which is true. Bad bot

@8teAPi Isnt the dude Korean not Chinese?

@bonchieredstate They will have the capacity sooner or later, regardless of Taiwan. Why not at least make a deal and get something out of it?

If your goal is to “beat China” at AI, you can’t do that if they take Taiwan, which produces the most advanced chips in the world. The one thing holding China back is their lack of upper-end chip technology.

@fringeaggressor There's not 375 million citizens either, retard. Are you a bot too? Or did you just get baited by the one you quoted?

Providers. Not citizens. In the municipal borders of Los Angeles. Are you a fucking retard, or do you just like to play one on Twitter?

>make obviouse bait claim "that's not X! It is Y !!" 100+ comments. X = moltbook

@StockMarketNerd Zero. Spent all my free cash in 2025 on Intel and Uber. Starting to feel like I should take profits tbh

What % of your portfolio is currently held in cash & equivalents?