Breaking: Michael Burry says AI's biggest customers are "tokenmaxxing"
The pyramid of customers who become competitors:Tier 1: frontier model builders: OpenAI, Anthropic, Google, Microsoft, Meta, xAI. 7 to 10 companiesTier 2: vertical LLM builders: Salesforce, ServiceNow, SAP, Bloomberg, IBM. 30 to 50 companiesTier 3: Fortune 500 building proprietary AI: JPMorgan, UnitedHealth, Walmart, CVS. 200 to 500 companiesTier 4: true pure consumers: mid-market companies and traditional manufacturers. Fewer companies remain as they climb the pyramid, per Burry's SubStack
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Featured$IGV Surges to Fresh High as AI Rotates to Software
Software and cybersecurity stocks advanced as Salesforce's earnings and AI partnership rekindled enthusiasm for the sector, with investors rotating into application-layer names in search of the next h...
Salesforce +22.6%. AI Fuel Or AI Threat? - D
$Oracle(ORCL.US)
Oracle is the last SAP giant that has yet to wake up. Cash flow is tight due to capex but every other SaaS is spending as well. It is about keeping up with the competition. Get in now before results show!
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NVIDIA and SAP are making specialized AI agents ready for enterprise work, with security, governance and execution controls built into SAP Business AI Platform. Learn how NVIDIA OpenShell is helping teams move from agent development to trusted production deployment across finance, procurement, supply chain and more.
Source: NVIDIA_X
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$SAP AG-Sponsored(SAP.US) | SAP, Q1-2026 Earning Report
Source: Hardik Shah
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🚨 After-market buzz!
$Maxlinear(MXL.US) $Intel(INTC.US) $SAP AG-Sponsored(SAP.US) $Arm(ARM.US) $Comfort Systems USA(FIX.US) $Edwards Lifesciences(EW.US) $AMD(AMD.US) $Appfolio(APPF.US) $Digital Realty Trust(DLR.US) $Newmont(NEM.US) $BOYD Gaming(BYD.US) $Coursera(COUR.US)Source: Hardik Shah
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$SAP AG-Sponsored(SAP.US) Surging on an EPS Beat
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INTC Earnings LIVE: Intel Q1 2026 Results, Call & Reaction (+NEM, SAP
Source: TrendSpider
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Foreign Capital Feedback: What Our Clients Are Asking After the Plunge (3)
Forwarded from: Hangzhi The US stock market had a tumultuous day... "NVIDIA's market value evaporated by $589 billion, setting a record for the largest loss in market history"... In fact, $NVIDIA(NVDA.US) closed below the 200-day moving average today, marking the first time in nearly two years. Why did the market experience such significant fluctuations and reactions today? For days like today, there is often no single answer, but it seems to be a mix of several factors: the bullish sell-off of popular stocks (looking back about two months...