Unlimited Powa

@InTheAssembly lol everyone was all in on tsla breaking out a month ago and now every posts is I’ve been saying this forever insufferable to listen to

Everyone knows exactly why this is happening. We said it over and over.

@StockSavvyShay SICK!! it went up $2 just $224 more to go LFG!

$ORCL lands a Pentagon software agreement worth nearly $7B over 10 years covering the Defense Department, Coast Guard and intelligence community. The agreement consolidates software licenses and is expected to save taxpayers at least $441M.

@StockSavvyShay for the next 3 quarters... yikes still great long term hold IMO but idk if my two year LEAPs will even have enough time for this to play out

$TSLA is on pace for its worst day since January 2025 after demand beat expectations but weaker margins showed Tesla paid more than expected to generate that volume. The long-term bright spot was FSD where paid users neared 1.5M (+56% YoY) with adoption above 55% on new North American deliveries suggesting autonomy is becoming a core purchase driver rather than a niche add-on. At this valuation, Tesla needs both technological progress and a core business strong enough to fund it and this quarter delivered the first but not the second.

$SPY $QQQ - July lol youtu.be/vk5jkf0Xaks?si…

@ShardiB2 yeah same shocking for how much indexes are burning off how is this not the best case scenario for us? indexes finally burning off RSI and coming down and we aren't getting chunked much at all... so far

Can’t remember a day when the indexes are down so much but yet my stocks are mostly up Wild

@SunvMikey Yup no volume this month just retail retardation

Short term bearish. Expect red soon. Cashed up ready. Weak ass volume today. Shit did not moon even tho Google increased Capex (priced in?) QQQ chart not looking good to me. Will happily buy in if im wrong...trading the trend right now. Looking for volume that is supportive of institutional positioning....after all they are the reason we dumped the last few weeks. Retail alone cannot start a new leg up. Need institutional volume coming in

@StockSavvyShay Cathie Wood looks like an AI humanoid at this point

Cathie Wood says $SPCX could become “the most important company in global history” by combining launch, Starlink and AI infrastructure She believes its orbital and Earth based data centers could support some of the world’s lowest cost frontier AI models

@Venu_7_ can't wait but then again what is everyone else going to do... universal wage I guess? crazy times ahead

@tradesidious That’s the problem AI is going to solve - will be very challenging and fun!

Why is Anthropic getting serious about robotics? Because chatbots fight over a $1T software market. Robots go after the $40T global labor market. What actually happened (per The Information) The "Anthropic is buying Physical Intelligence" rumor blew up X this weekend. PI's CEO denied it. But there's a seed of truth: - the two firms had early M&A talks this spring - Anthropic now has Jan Leike - its ex-head of alignment leading an internal robotics effort - PI's valuation: $5.6B in Nov 2025 & $11B talks by Mar 2026. nearly 2x in 4 months. A frontier lab trying to buy an $11B robot lab tells you the "action layer" turning model output into physical movement is the hardest, most valuable piece left. Anthropic isn't starting from zero - Claude already programs robots 38x faster than unassisted humans (Project Fetch) - its own Embody benchmark shows every Claude generation getting better at physical control Every frontier lab is converging here: Tesla (Optimus), Google (Gemini Robotics), OpenAI (robotics team + early PI backer), Figure. Physical AI is the next model war. Why Nvidia $NVDA wins either way? Robot foundation models train on video + world simulation - the most compute-hungry workloads ever. And Vera Rubin just hit full production: - 350+ factories, 30 countries ramping Rubin systems - 10x agent throughput vs Blackwell, 10x more tokens per watt - shipping to Google, Microsoft, Meta, OpenAI, Oracle The numbers already moving: - FY26 revenue: $215.9B (+65%) - Q1 FY27: $81.6B (+85% YoY), data center $75.2B - physical AI revenue: $9B trailing 12 months, up from $6B a year ago (+50%) - Jensen's forecast: $1T in Blackwell + Rubin revenue through 2027 - double last year's number - Japan alone: 140MW Rubin AI factory (27,500 GPUs), 10M robots targeted by 2040. My take: Whether Anthropic buys or builds, every frontier lab moving into robotics will require significantly more training compute, simulation (Omniverse/Cosmos), and edge AI chips (Jetson Thor). This isn't really an Anthropic story. It's confirmation that the second wave of AI CapEx is Physical AI, and $NVDA collects rent on both waves. NVIDIA has gone essentially nowhere over the past year, and I know many people think it's become a "boring" stock. I think the opposite. As Physical AI, robotics, and AI factories scale over the coming years, I believe NVIDIA still has a decent runway ahead. I wouldn't be surprised if it eventually becomes one of the first companies to approach a $10 trillion market cap.

@StockSavvyShay for shay dogg it's just another day

It’s not every day your largest position $AEHR jumps more than 26% 🙃

@EndicottInvests @hypergrowth102 gotta look at the fats and salt in some of these my VP older guy mid 50s did "Factor" for a couple of months cholesterol was so dangerously high almost had a heart attack

@hypergrowth102 Heard. Thanks trav 🤝

Does anyone on here use a meal prep company? Highly considering it. I really don’t like cooking and grocery shopping and want some nice variety protein meals. Let me know! I’ve researched a few but want to weight all my options.