๐ข ๐๐๐๐ ๐๐: OpenAI confidentially files for IPO, prepping Wall Street for mega AI debut - $Microsoft(MSFT.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)
In the prior piece, we unpacked Walmart's low-cost engine: township-level, differentiated site selection; an end-to-end, self-run supply chain; reverse pricing with EDLP; and a broad private-label por...
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๐ข ๐๐๐๐ ๐๐: Blue Origin remains eligible to be certified for bidding against SpaceX for U.S. military space launches after launchpad explosion - Bloomberg
$SpaceX(SPCX.US) $Amazon(AMZN.US) $Rocke...............โก ๐๐๐๐๐๐: $Amazon(AMZN.US) Amazon Invests โฌ๐๐๐ in Europe, Unveils Next-Gen AI Warehouse Robot
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Amazon announces โฌ๐๐๐ ($๐๐.๐๐) investment in its European..............................Yeahโฆ I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $Alphabet(GOOGL.US) /...........................
๐ข ๐๐๐๐ ๐๐: Autodesk Signs Strategic AWS Partnership, Expands to AWS Marketplace - $Autodesk(ADSK.US) $Amazon(AMZN.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Autodesk signs a ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ข๐ ๐๐จ๏ฟฝ.................................$MAGS Ways they can FALL FOR REALZ....
$Apple(AAPL.US) SELL THE NEWS FLOP AT WWDC -THEY HAVE STUNK FOR YEARS IN A ROW.$Amazon(AMZN.US) or $Meta Platforms(META.US) or $Tesla(TSLA.US) Do the $Alphabet - ............
MRVL's core value prop: custom AI networking ASICs for hyperscalers (Alphabet, Meta, Amazon). These are multi-year, high-switching-cost contracts. Jensen calling them out publicly at COMPUTEX is basic...
Marvell Technology just surged 32% to an all-time high because Jensen Huang said its name at COMPUTEX. But here is the thing: this is not just a "Jensen mentioned it" trade. MRVL makes the custom AI n...
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after Jensen Huang called $Ma...............................................................................................................