Crab clps

NVDA just dropped an ARM laptop chip with the SAME CUDA cores as a desktop RTX 5070. In. A. Laptop. Qualcomm's entire Snapdragon X Elite pitch just got a lot harder to make 📈 this is what disruption looks like

NVIDIA's Q1 Was Impressive. But Let's Talk About What You're Paying For.

The $700B data center commitment confirms AI infra spending isn't slowing

The chip rally (Intel, AMD, Micron all +6%) confirms AI demand is broadening beyond just GPUs to CPUs, memory, and servers

Why I Am Not Worried Alphabet Is Raising $80 Billion Alphabet (GOOGL) announced plans to raise around USD 80 billion in equity to fund AI infrastructure, and Berkshire Hathaway is reportedly putting in USD 10 billion. The stock fell on the news. I understand the reaction. Equity raises dilute existing shareholders, and the market dislikes dilution from a company that already generates enormous free cash flow. Here is how I think about it as a long-term holder. Alphabet is one of the few true compounders I own. Think of free cash flow as the money left in the company's pocket after every bill is paid. When a business like this chooses to raise capital on top of the cash it already throws off, it is telling you the opportunity in front of it is bigger than what internal cash can fund right now. The Berkshire piece is what I keep coming back to. Berkshire does not chase narratives. A USD 10 billion check from them reads as a vote on the durability of the returns, not on the hype. Does dilution matter? Yes. I want this capital to earn a return above its cost over the next few years, not just buy headlines. If the spend does not convert into durable cash flow, I will have been wrong. But ten years out, I would rather own a compounder that invested boldly into a real shift than one that protected its share count and missed it. I am holding my GOOGL. I am not adding on this news, but I am certainly not selling it.

Big Tech earnings this week. Will Apple finally give us a clear AI revenue number?

$Tesla(TSLA.US)Elon Musk stated he will be ”deeply involved“ in Tesla‘s chip design, with Tesla’s stock rebounding nearly 7%. Do you think this will drive further growth for Tesla?

$AMD(AMD.US)Despite strong Q3 2025 results beating revenue and EPS estimates, AMD‘s stock fell due to market pullback. The long-term outlook remains highly bullish, driven by momentum like the OpenAI deal, expected to add $20B annual revenue from late 2026, nearly doubling AI GPU sales forecasts. While current data center growth is led by client and gaming segments, AI GPU business is accelerating with optimistic guidance. Analysts raised earnings expectations, citing undervalued valuations; the $600 target reflects AMD’s AI chip potential, including technology leadership and expansion opportunities, despite AI market risks. Do you think AMD‘s stock will continue to rise?

$Intel(INTC.US)’s 18A process for Apple’s cheap M chips… but $Taiwan Semiconductor(TSM.US) still owns high-end! Is this just PR fluff or will Intelactually win more big clients?