slyvando

@GabGrowth I've been looking into rubrik, but I just don't see the moat. They just put customers data into immutable database. Valuation wise they are cheaper than net crwd. I need to look into it more

Totally agree. By all fundamental metrics, these names appear to be doing well amidst the AI fear. I only own $RBRK of this list, but starting to look at $FIG and $APP.

@KrisPatel99 @stocktalkweekly I remember genomic sequencing was all the rage during the pandemic, remember CRISPR?

@slyvando @stocktalkweekly probably...

@stocktalkweekly ... I was thinking about your robotics call when I saw this...

@AvatarNetflix why is Mai fat

Prove your loyalty and you will be spared. Azula’s team shall return when AVATAR: THE LAST AIRBENDER Season 2 premieres June 25.

@hunvreus I can vouch for this take, I live across the causeway bridge, has a business in sg, sg doesn't have a startup culture, ppl aren't encouraged to take risks, just follow the systems in place, take stable jobs and buy HDB

Don't want to dunk on Singapore, but with the AI Engineer conference being in town, my timeline is flooded with delusional takes. The reality is that Singapore is mostly a trading hub. It's incredibly well-run, tax-friendly and great for young families. But it isn't some sort of technological utopia. The density of talent, ambition, and success is nowhere near what you would find in SF, NYC, London or Beijing. "But it's a massive market for Nvidia and Claude!". Yeah, it's a pass-through for China. How do you think the Chinese got their hands on AI chips? How do you think they distill models from OpenAI and Anthropic? "But what about Manus?". You mean the Chinese company? Whose founders are currently barred from leaving Beijing? For tech companies, Singapore is mostly a sales office for APAC. They may have some FDEs and devrels, but they don't do serious product or research work here.

@KrisPatel99 @VideoGameHstry Kris, I always see a switch 2 in the background, I'm curious what games do you play? I'll go first, i really enjoy turn based JRPGs

@VideoGameHstry yes

Would you play a remaster of Super Mario 64?

@blondebroker1 do you think $MU and memory still have gas left in the tank to run?

Have a great night Tomorrow is Friday and OPEX Rest up 1 more day Semis continue to be hot 🔥

@GabGrowth Yeah I wanted to buy at 180 but north of 300 is too crazy.

@slyvando In the short term sure, but there are limitations to how well they can scale. 200x sales is pretty much impossible to fulfil as a hardware/data center landlord.

$FIG IPO-ed last year, with shares 40x oversubscribed, priced at $33, eventually opening at $85, soared to close at $115.50. At $85, the stock traded at $50B on a trailing revenues of $250M, implying a 200x P/S ratio. Sounds familiar? $CBRS

@elonmusk @whyyoutouzhele on duol?

@whyyoutouzhele 我的儿子正在学习普通话

马斯克小儿子穿中国风马甲 5月14日上午，马斯克与苹果CEO库克、英伟达CEO黄仁勋等十余名美方商界代表一同进入中美元首会谈现场。 引人注目的是，54岁的马斯克此行带上了6岁的小儿子，照片显示他穿着一件带有中式元素的上衣。

@ensoleilley Share location?

found a small shop in an alley it was so good and i was the only foreigner here lol but they had an english menu!

@Natcromancer we've been sucking on the teets of the gov's subsidized fuel for a long time, we are addicted to cheap fuel and low cost cars

Something I don't get about 🇲🇾🇹🇭 - 🇲🇾 is more urban than 🇹🇭 (77% vs 62%) - 🇲🇾 is wealthier than 🇹🇭 ($34,116 vs $21,741) Yet somehow, rural Thais can bear RM5.27/liter for RON95 while anything more than RM1.99/litre would "kill off" rural Malaysia ¯\_(ツ)_/¯

@amitisinvesting wasn't expecting a reply from the the man himself! i will look into it! thanks

@slyvando option flow was very compelling

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invitation, increasing attention on the stalled H200 chip sales to China. Reuters reported that Trump called Huang after seeing reports that he had not been invited, and Huang later boarded Air Force One in Alaska. Nvidia hit an all time high today. 2. $NBIS Nebius reported Q1 revenue of $399M, ahead of the $388.6M estimate and up 684% year-over-year. Adjusted EBITDA came in at $129.5M, beating expectations of $90.5M, while ARR reached $1.92B, up 674% year-over-year and 54% quarter-over-quarter. For 2026, the company reaffirmed its target for year-end ARR of roughly $7B-$9B and raised its contracted power capacity outlook from more than 3GW to more than 4GW. 3. April PPI came in much hotter than expected, with headline producer prices rising 6% versus estimates of 4.9%. Core PPI also beat expectations, increasing 5.2% compared to the 4.3% forecast. This marks the highest producer inflation reading since March 2022. 4. Consumer credit stress is rising across major debt categories. In the U.S., 13.1% of credit card balances are now 90+ days delinquent, the highest level since 2011. Student loan delinquencies have climbed to 10.3%, the highest since 2020, while auto loan delinquencies reached 5.6%, the highest level on record. 5. Kevin Warsh has been confirmed as the 17th Chair of the Federal Reserve, taking over at a time when inflation is rising again, Americans remain frustrated with the economy, and the Fed’s independence is facing intense political pressure. The Senate confirmed Warsh to a four-year term on Wednesday in a 54-45 vote, with unanimous Republican support and only one Democratic vote in favor, from Pennsylvania Senator John Fetterman. 6. Bank of America raised its AI data center systems forecast to $1.7T by 2030, up from its prior estimate of $1.4T, implying a 45% compound annual growth rate. The firm now expects AI accelerators to represent roughly $1.2T of that market, with AI networking reaching $316B as custom chips like Google’s TPUs and Amazon’s Trainium continue to scale. 7. $F Ford shares moved higher after Morgan Stanley said the company may announce energy storage supply agreements with large commercial customers, potentially including hyperscalers, within the next few months. Morgan Stanley estimates Ford Energy could be worth around $10B. 8. $HOOD Robinhood released its April 2026 monthly metrics, showing continued growth across the platform. Funded customers rose to 27.6M, up 1.65M year-over-year, total platform assets increased 49% to $345B, and April net deposits reached $6.0B, implying a 29% annual growth rate. Trading activity also remained strong, with equity trading volume up 57% year-over-year to $249B, while the margin book more than doubled from $8.4B a year ago to $18.0B, showing customers are borrowing more to invest. Crypto was the weaker area, with volumes down 33% from March and Bitstamp volumes falling 46% month-over-month. 9. U.S. data center construction spending rose 34% year-over-year in March to a record annualized pace of $50B. Spending has now increased 437% since the start of 2021, when the annualized run rate was about $9B, and 688% since 2018, when it was roughly $6B. At the same time, office construction continues to weaken, falling 9% year-over-year to $46B, its lowest level since 2015. 10. $CSCO Cisco reported Q3 revenue of $15.8B, above estimates of $15.54B and up 12% year-over-year. Adjusted EPS came in at $1.06 versus estimates of $1.04, up 10% year-over-year. Product orders rose 35%, networking product orders were up more than 50%, data center switching orders increased more than 40%, and campus networking orders rose more than 25%. Cisco also raised its FY26 AI infrastructure order outlook to $9B from $5B and lifted expected AI infrastructure revenue to $4B from $3B. 11. U.S. leveraged ETF assets have climbed to a record $177B, up $45B since the March market bottom. Tech remains the dominant category, representing about 69% of total leveraged ETF AUM. Within that, technology-focused funds hold $65B, semiconductor funds hold $32B, and Magnificent 7 funds hold $25B, while S&P 500-linked leveraged ETFs account for another $24B. 12. Anduril raised $5B at a $60B valuation in the private markets. Anthropic raised $30B at a $900B valuation. The street now awaits Cerebras going public tomorrow, with estimates assuming a $40-$50B valuation and SpaceX this summer at $2T. WALL STREET IS THE GREATEST SHOW ON EARTH.

@elonmusk why u tweeting this while in china haha

True

The Five Layers of Memory 1. Near Memory: Sk hynix, Samsung $MU 2. Main Memory: Sk hynix, Samsung, CMXT $MU 3. Expansion Memory: SK hynix, Samsung $MU $ALAB $MRVL $MCHP $RMBS 4. Contexted Memory: SK hynix, Samsung, Kioxia $MU $WDC $SNDK $SIMO 5. Data Lakes: $STX $WDC $DELL $NTAP $P $HPE $IBM

@blondebroker1 MU dip worth nibbling a bit, but I think we go lower

$427 key level $TSLA

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.

@GabGrowth @contextinvestor I'm buying more, I use $SE frequently in this region, it's indispensable

@contextinvestor $SE already got punished in the past 2 Q’s and it’s still too early to tell, stock could still sell off later.

$SE 46.6% Revenue Growth ARE YOU MAD

@sengfoo88 we are descending into a slippery slope, reduce subsidy of petrol for high income earners, what's next? pay discrimination in housing and gorceries\?

So lemme get this straight. The plan is: 1) Underinvest in public transport for years 2) Build a car-dependent society 3) Reduce fuel subsidies 4) Make EV ownership still inaccessible for many Malaysians 5) Act surprised when people are pissed