DanielRomero

I think once PPI starts flowing into CPI, the market will stop ignoring the inflation caused by import restrictions, tariffs, and the Iran war
There is just no way WTI trading at prices 80% higher than one year ago does not cascade into the economy
Add food prices to that as well

Leopold is what Cathie Wood wanted to be in 2021

The $SPY going bananas on these CPI and PPI prints is proof of why you never bet against the U.S. stock market

I don’t care how good $CRBS is
A $100B fully diluted market cap is insane
Why would I buy it at 190x sales?
There’s no way it is worth even half of $MRVL
Hats off on the IPO timing, though. I can’t think of a better market environment

SK hynix at a single-digit forward P/E
$WIX at a single-digit forward P/E
Investor, pick wisely

$AMD is experiencing weak GPU sales in China
AMD is using its CPU sales channels to promote GPUs, including through 3A systems, meaning builds that combine an AMD CPU, AMD GPU, and AMD platform
However, demand in China appears weak. Several Radeon models are selling far below their suggested prices, while GPUs in most global markets still trade at 20% to 30% premiums
For example, the RX 7650 GRE normally sells for around RMB 2,099, but some market prices have fallen to RMB 1,579, a drop of about 24%
The pressure reportedly affects the whole lineup, from the RX 7650 GRE to the RX 9060 XT and RX

$NBIS acquires Eigen AI
→ $IREN acquires Mirantis
$NBIS announces a Spain data center
→ $IREN acquires Nostrum sites in Spain
$NBIS rents GPUs to $MSFT
→ $IREN becomes a neocloud and buys GPUs
$NBIS promotes its cloud on SV trams
→ $IREN does the same
$NBIS gets investment from $NVDA
→ $IREN offers $NVDA purchase options for 5 years(lol)

What stopped you from buying $NBIS at a $5B market cap 13 months ago?

$AMD EPYC CPUs Reach Record Server Revenue Share of 46.2%
According to the latest data from Mercury Research, AMD achieved this with only a 27.4% unit share, indicating that while AMD’s CPUs do not represent nearly half of total units sold, they command much higher average selling prices than the competition.¡
That competition is primarily $INTC, still the largest CPU vendor
Intel currently holds the majority of units sold at 54.9%, down 3.4% compared to Q4 2025. We lack exact revenue share data for Intel CPUs, but given Intel’s majority in unit shipments and AMD’s near-half share of total ser

$PENG is worth studying
- > GPU, CPU, memory, and photonics tailwinds
- > Working with sovereign AI in South Korea, Deepgram, Georgia Tech, a tier-one financial institution, Dell, NVIDIA, SK Telecom, Marvell/Celestial, and AMD
A decent existing business backing the next phase of growth
Interesting

$NBIS acquiring two of the best performers on Artificial Analysis has more long-term implications than most people think
When compute expenses move into the trillions, even small percentage points of performance improvement can save companies dozens of billions

Core inflation has held well, although we may see second-order effects in the coming months as higher energy costs start feeding into the rest of the economy, pushing core inflation higher while overall inflation normalizes

Lead times for transformers now extend to 4 years
If you have access to power, whether it is on-site or, preferably, reliable, connected, and cheap power, you have a gold mine

$AMD continues to make progress on the software
The company introduced vLLM-ATOM, a plugin designed to make major AI models run better on $AMD Instinct GPUs, including MI350 and MI400
Developers can keep using the same vLLM commands, APIs, and workflows, while ATOM works in the background to improve performance on AMD hardware, requiring no new tools or complex configurations
It also gives users instant access to AMD’s latest optimizations, including FP4 support on MI355X, rack-scale inference on MI400, fused attention, custom AllReduce, and other kernel improvements
ATOM also acts as an inn

$IREN is now trading at less than 50% of $NBIS’ market cap
$IREN has roughly 2x the secured power and 4x the energized capacity, with higher asset ownership
$NBIS has the talent, software, and partner premium, plus equity stakes in private companies worth nearly $10B
Still, I’m not sure such a wide gap is justified