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Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say… then went ahead and said every single word people were betting on.

Sam Altman says an IPO is now the most likely path for OpenAI, given the scale of capital the company will need going forward.

Apple is in talks with Elon Musk's SpaceX to bring Starlink satellite service to future iPhones. The plan being discussed would reportedly start with iPhone 18 Pro in 2026 & move away from $AAPL's current deal with Globalstar

$NVDA CEO Jensen Huang reacting to the audience showing how their NVIDIA stock has performed: Jensen: Look at that… Look at that… 😂

Jeff Bezos called AI an “industrial bubble” at Italian Tech Week: “Investors don’t usually give a team of six people a couple billion dollars with no product, and that’s happening today.” He added that while bubbles fund both good and bad ideas, society benefits when the winners emerge: “AI is real, and it is going to change every industry… the benefits to society are going to be gigantic.” Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures, saying: “The [bubbles] that are industrial are not nearly as bad, it can even be good.”

$NVDA CEO Jensen Huang: “We are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea… whatever policy we implemented caused America to loose one of the largest markets in the world to 0%”

TRUMP: THE STOCK MARKETS ARE NOW AT ALL TIME HIGH, WE'RE GOING TO MAINTAIN IT, BELIEVE ME...

TAIWAN OFFERS 0 TARIFFS TO U.S., RULES OUT RETALIATION TO TRUMP'S 32% DUTIES President Lai Ching-te said Sunday that Taiwan is proposing a zero-tariff framework for talks with the U.S., instead of retaliating against Trump’s new tariffs. Taiwan won’t raise trade barriers and will push ahead with U.S. investments—including TSMC’s additional $100B pledge. Lai added Taiwan is reviewing large-scale purchases of U.S. goods and will work to remove longstanding non-tariff barriers.

U.S. TARIFFS CHEAT SHEET:

$HOOD just unveiled ROBINHOOD BANKING, a new platform launching this fall for Gold members. It offers 4.00% savings APY, estate planning, pro tax advice, and global transfers in 100+ currencies. You can even get cash delivered to your door. It’s full-service banking with luxury perks— Met Gala invites, private jet access, premium events, family accounts, and up to $2.5M in FDIC insurance—all inside the @RobinhoodApp

Billionaire $NVDA CEO Jensen Huang poked fun at SoftBank’s Masayoshi Son for once being NVIDIA's largest shareholder—before selling.

$NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. Nvidia CEO Jensen Huang said demand is strengthening “month by month,” and that all three HBM suppliers have already scaled capacity to support the ramp.

U.S. TREASURY SECRETARY BESSENT ON CHINA TRADE: “We have aggressively pushed back against China’s export controls.” “This was a provocative move. "There was substantial communication over the weekend.” “There will be lots of staff-level meetings. They are neither going to command nor control us.” “We’ve already been in touch with allies and are meeting with them this week.” "This Is China Vs World" "We Won't Let China Export Restrictions Go On" “We expect support from India and others. We believe China is open to discussion on this.” “If not, we have substantial levers we can pull.” “We could move more aggressively than China has.”

$GOOGL UNVEILS QUANTUM COMPUTING BREAKTHROUGH WITH WILLOW CHIP Google scientists announced a major step toward practical quantum computing with their new “Quantum Echoes” algorithm, published in Nature. The algorithm, run on Google’s Willow quantum chip, solves problems 13,000× faster than the world’s fastest supercomputer and marks the first-ever verifiable quantum advantage, meaning results can be independently confirmed on another quantum computer. Google says Quantum Echoes could accelerate breakthroughs in drug discovery, materials science, and molecular modeling, showing the potential for real-world quantum applications after decades of research.

A Reddit post is circulating that lists OpenAI’s top 30 customer by token consumption, and Duolingo tops the list.

SemiAnalysis published an analysis on DeepSeek, addressing recent claims about its cost and performance. $NVDA The report states that the widely circulated $6M training cost for DeepSeek V3 is incorrect, as it only accounts for GPU pre-training expenses and excludes R&D, infrastructure, and other critical costs. According to their findings, DeepSeek’s total server CapEx is around $1.3B, with a significant portion allocated to maintaining and operating its GPU clusters. The report also states that DeepSeek has access to roughly 50,000 Hopper GPUs, but clarifies that this does not mean 50,000 H100s, as some have suggested. Instead, it’s a mix of H800s, H100s, and the China-specific H20s, which NVIDIA has been producing in response to U.S. export restrictions. SemiAnalysis points out that DeepSeek operates its own datacenters and has a more streamlined structure compared to larger AI labs. On performance, the report notes that R1 matches OpenAI’s o1 in reasoning tasks but is not the clear leader across all metrics. It also highlights that while DeepSeek has gained attention for its pricing and efficiency, Google’s Gemini Flash 2.0 is similarly capable and even cheaper when accessed through API. A key innovation cited is Multi-Head Latent Attention (MLA), which significantly reduces inference costs by cutting KV cache usage by 93.3%. The report suggests that any improvements DeepSeek makes will likely be adopted by Western AI labs almost immediately. SemiAnalysis also mentions that costs could fall another 5x by the end of the year, and that DeepSeek’s structure allows it to move quickly compared to larger, more bureaucratic AI labs. However, it notes that scaling up in the face of tightening U.S. export controls remains a challenge.

BUCKLE UP!!! EXTREME FEAR HAS RETURNED TO THE MARKET FOR THE FIRST TIME SINCE APRIL 23, 2025

Elon Musk has just filed a Form 4 showing insider purchases of ~1.9M $TSLA shares on Sept 12 at prices between $371–$396, totaling ~$736M. The shares were acquired via the Elon Musk Revocable Trust. This marks his first insider buy since 2020

$GOOGL CEO: “Quantum feels like where AI was in 2015... in 5 years, you’ll see the ‘aha’ moment — useful computation far better than classical.”

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$AMD has reportedly raised the price of its MI350 AI chip by $10K to $25,000 - newsis HSBC evaluated that "MI350 can now compete with $NVDA's Blackwell B200 in the market," & "AMD's AI chip sales next year will be significantly higher than the prior estimate of $9.6B, at $15.1B"

Peter Lynch on stock market sell-offs:

After years on the sidelines, Apple $AAPL is finally stepping into the AI data center game, placing an estimated $1B order for $NVDA GB300 NVL72 systems, according to Loop Capital. That’s about 250 high-end servers, with $DELL and Supermicro $SMCI tapped as key partners. The shift comes after internal struggles to launch a more advanced AI-powered Siri, which has now been delayed. Apple’s new push into Gen AI and large language model infrastructure signals a major strategic pivot—and a recognition that it can’t afford to sit out the AI race any longer.

TD COWEN CHANNEL CHECKS INDICATE MICROSOFT CANCELING U.S. DATA CENTER LEASES, AMID POTENTIAL OVERSUPPLY Analyst comments: "Our channel checks indicate that $MSFT has 1) canceled leases in the US, totaling 'a couple of hundred MWs' with at least two private data center operators, 2) has pulled back on the conversion of 500’s to leases, and 3) has re-allocated a considerable portion of its international spend to the US. When coupled with our prior channel checks, it points to a potential oversupply position for MSFT. Our recent channel checks indicate that Microsoft has terminated select leases with at least two private data center operators across multiple U.S. markets, totaling a couple of hundred MW. Our checks indicate that in some situations, Microsoft is using facility/power delays as a justification for the termination. Recall, as we highlighted in our 2022 Takeaways from PTC, this is the same tactic that Meta used to cancel multiple data center leases in the U.S. after we learned in our checks that Meta had then canceled a $48B capex program related to the metaverse (Meta subsequently cut its capex guidance by $5.4B two weeks later). Separately, our channel checks suggest that Microsoft has also pulled back on converting negotiated and signed Statement of Qualifications (500’s) (the precursor to a data center lease) into signed leases. To this point, it is currently unclear to us if this is simply a delay in 500-to-lease conversion or if it is an outright termination of the 500 with no conversion to leasing expected. For context, based on our checks, a 500 sets forth the terms and conditions for the lease and does not constitute a lease agreement. However, the conversion rate of 500’s into a signed lease is close to 100%, with data center operators using this as the signal to start data center construction. In addition, our channel checks indicate that Microsoft is also re-allocating a considerable portion of its projected international spend to the U.S., which suggests to us a material slowdown in international leasing. Why is this happening? While we have yet to get the level of color via our channel checks that we would like into why this is occurring, our initial reaction is that this is tied to Microsoft potentially being in an oversupply position. As we highlighted in our recent takeaways from PTC, we learned via our channel checks that Microsoft: 1. Walked away from multiple 100MW deals in multiple markets that were in early/mid-stages of negotiations. 2. Let +1GW of LOIs on larger footprint sites expire. 3. Walked away from at least five land parcels that it had under contract in multiple Tier I markets. At the time, we also highlighted that the magnitude of both potential data center capacity it walked away from and the decision to pull back on land acquisition (which supports core long-term capacity growth) in our view indicates the loss of a major demand signal that Microsoft was originally responding to and that we believed the shift in their appetite for capacity is tied to OpenAI, which recent press reports appear to confirm. To that point, consider this: Microsoft was the most active lessee of capacity in 2023 and 1H24, at which time it was procuring capacity relative to a capacity forecast that contemplated incremental OpenAI workloads. However, as we believe is indicated by its decision to pause construction on a data center in Wisconsin—which our prior channel checks indicated was to support OpenAI—there is capacity that it has likely procured, particularly in areas where capacity is not fungible to cloud, where the company may have excess data center capacity relative to its new forecast. This is our interpretation of the current situation, however, our view is subject to change as we conduct incremental channel checks."

Palantir $PLTR has filed a lawsuit against two former employees, Radha Jain and Joanna Cohen, accusing them of stealing confidential data to build a rival AI company called Percepta, backed by General Catalyst. The company claims the pair violated non-compete and confidentiality agreements, taking access to Palantir’s “crown jewels” such as its source code and customer workflows to create what it called a “copycat” platform. Palantir is seeking to block Jain and Cohen from using its data and to force the return of stolen materials.

More details on the US-China “very successful framework”: Bessent says Trump’s threat of 100% tariffs on China is now off the table China expected to resume “substantial” US soybean purchases Beijing to delay rare earth export controls by one year while it reexamines the plan

US TREASURY OFFICIAL: TALKS WITH CHINA CONCLUDED FOR SATURDAY, VERY CONSTRUCTIVE TALKS WITH CHINA EXPECTED TO RESUME SUNDAY MORNING

Saudi Arabia is shifting investment away from Neom, the $500B futuristic megacity in the desert with its planned 100-mile “Line,” and moving more capital into AI, high-tech manufacturing, and major development in Riyadh, where the economic payoff is faster.

CHINESE STATE MEDIA: CHINA, JAPAN AND SOUTH KOREA REACH A CONSENSUS THAT THREE SIDES WILL JOINTLY RESPOND TO THE US TARIFFS.

Palantir $PLTR CEO Alex Karp: I’m currently in a battle with short sellers… judge us by our enemies. Look who hates us. Like, go online… just look at who hates Palantir and who hates me, and then judge us by that standard. What should our market cap be based on that standard?

According to The NYT, Amazon $AMZN plans to automate up to 75% of its U.S. operations, potentially replacing over 600,000 jobs by 2033. Internal documents suggest about 160,000 roles could be cut by 2027, saving the company $12.6B and roughly 30 cents per item handled.

TRUMP: YOU’RE JUST ALL HAPPY BECAUSE THE STOCK MARKET HIT AN ALL-TIME HIGH.

😂

JANE STREET DISCLOSES 5.9% STAKE IN $OPEN - 13G

Nvidia $NVDA just released its 13F-HR. The company added $NBIS and $WRD as new positions, removed $NNOX, $SOUN, and $SERV, and cut its stake in $ARM by 43%.

$SOFI CEO: WE WILL BE THE FIRST NATIONAL BANK TO LAUNCH BUY, SELL HOLD CRYPTO

Palantir $PLTR shares are under pressure today after Reuters reported an internal Army memo warning that the battlefield comms platform developed with Anduril has “fundamental security” flaws. The memo, written in early September by the Army’s CTO, flagged the NGC2 prototype as “very high risk,” citing vulnerabilities that could allow adversaries “persistent undetectable access.” Among the issues: users can access all apps and data regardless of clearance, no logging to track actions, and third-party apps with hundreds of unassessed code vulnerabilities. The Army CIO said the report is part of the normal process to triage and mitigate risks, but the concerns come just months after Anduril won a $100M contract to build the prototype with Palantir, Microsoft, and others.

$META CEO MARK ZUCKERBERG ON $AAPL BEING ‘OFF THEIR GAME’ 'They haven’t really invented anything great in a while—Steve Jobs invented the iPhone, and now they're just kind of sitting on it 20 years later... Apple’s basically squeezing people with a 30% tax on developers and making it tough for other devices to connect. If Apple removed all their random rules, we’d make twice as much profit—and that’s just us. It’s wild'

$NVDA CEO: “I don’t believe we’re in an AI bubble, we are going through natural transition from old computing model to accelerated computing model... All of these different AI models we’re using, we’re using plenty of services & paying happily to do it”

$TSLA CEO Elon Musk: “Optimus at scale is the infinite money glitch. It’s hard to express the magnitude, if Optimus achieves even five times the productivity of a person per year, since it can operate 24/7, even tethered, it changes everything. That’s why I call it the path to true sustainable abundance, where work becomes optional. There’s a limit to how much AI can enhance human productivity, but not to AI that’s embodied. That’s why Optimus is the infinite money glitch.”

NVIDIA $NVDA HAS OFFICIALLY BECOME THE FIRST COMPANY EVER TO HIT A $4 TRILLION MARKET CAP 🥳

$NVDA CEO Jensen Huang: “AI doesn’t care where it goes to school.” “The world has an abundance of energy, it’s just in the wrong place.” “We can build power generation in those areas, put data centers there, train AI models… and when they graduate, bring them back to where they are used.” “In the future, you’ll see data centers built far from population and the power grid. No reason to build batteries. Just use the energy, train AI, and bring the trained model back.”

Zelle, the bank-owned money transfer app used by more than 100M U.S. customers for instant domestic payments, says it plans to enable INTERNATIONAL transfers using stablecoins. The service will be available to any bank in the Zelle network

Robinhood $HOOD CEO Vlad Tenev at Token2049: “Tokenization is a freight train and it’ll eat the entire financial system. It really starts to get interesting when all of those assets, public and private, get on crypto technology.” 'The push to make it easier to trade real-world assets by linking them to blockchains will expand the addressable market from low-single-digit trillions to tens of trillions of dollars'

TRUMP: HOPING FOR A 'COMPLETE DEAL' WITH CHINA 🇨🇳 THIS WEEK

BlackRock, Nvidia, Microsoft, and xAI have formed a consortium to acquire Aligned Data Centers for $40 billion, according to the Financial Times. The group, which also includes GIP, Abu Dhabi’s MGX, and backers like Temasek and Kuwait Investment Authority, plans to double Aligned’s 50 data center campuses across the U.S. and Latin America. The acquisition is the first under their new $100 billion AI Infrastructure Partnership, which combines tech expertise and investment to build data centers for OpenAI, Google, and Meta. Larry Fink told FT the venture will lease data centers to tech firms, keeping them off balance sheets and aiding valuations. MGX CEO Ahmed Yahia Al Idrissi said the partnership targets about 20 gigawatts of new capacity per year globally, with half in the U.S.

Amazon $AMZN CEO: Our AI revenue is growing at triple digit YoY percentages and represents a multi-billion-dollar annual revenue run rate. We continue to believe AI is a once-in-a-lifetime reinvention of everything we know, the demand is unlike anything we’ve seen before.

TSMC just wrapped its first chip production run in Arizona for $AAPL, $AMD, and $NVDA, with over 20,000 wafers made, according to Commercial Times. Nvidia’s Blackwell GPUs, Apple’s A16 chips, and AMD’s EPYC CPUs were all part of this initial batch.

Barclays on $GOOGL: Taking a step back, it’s hard to listen to this call & not think Google is taking over the world bcz they are touching so many parts of the economy from TPU’s to Retail to ride hail. One could say that they're playing chess while others are playing checkers.

GOOGLE UNVEILS GEMMA 3: STATE-OF-THE-ART AI MODEL THAT RUNS ON JUST ONE H100 GPU The largest 27B model runs on just one $NVDA H100 GPU, delivering results that typically require 10x the compute from competing models. $GOOGL's Gemma 3 outperforms Llama-405B, DeepSeek-V3, and o3-mini in human preference evaluations on LMArena’s leaderboard, making it one of the most capable AI models for its size. The model supports 140 languages, offers 128K-token context windows, and integrates advanced text and visual reasoning capabilities. Google emphasized efficiency and accessibility, allowing developers to run high-performance AI on phones, laptops, and workstations. The Gemmaverse ecosystem has already seen 100M+ downloads and 60,000+ community-built variants. Google has also introduced ShieldGemma 2, a 4B image safety model that detects dangerous content, explicit material, and violence, reinforcing responsible AI development. Gemma 3 is optimized for NVIDIA GPUs, Google Cloud TPUs, and AMD ROCm™ GPUs, with instant access via Google AI Studio, Hugging Face, and Vertex AI.

GOOGLE MAPS just unveiled AI-powered Live Lane Guidance that uses a car’s front camera to analyze real-time road conditions and guide drivers through complex interchanges. The feature rolls out first to Polestar 4 vehicles in the U.S. and Sweden in the coming months and will expand to more automakers.

TRUMP ADMIN EXPANDS PALANTIR CONTRACTS NYT reports Trump is leaning heavily on $PLTR to build a cross-agency data backbone — using its Foundry platform to organize personal data across DHS, IRS, HHS & more. Over $113M in contracts since he took office, plus a new $795M DoD award pending. Data access includes everything from bank accounts to medical records.

JPMorgan is launching a $1.5 trillion financing initiative over the next decade to back industries vital to U.S. national security and economic independence. As part of the effort, $JPM will make direct equity investments of up to $10 billion in U.S. companies and expand its banker network. The plan focuses on supply chain resilience, defense and aerospace, energy independence, and frontier tech like AI and quantum computing. CEO Jamie Dimon said the U.S. had become “too reliant on unreliable sources of critical minerals, products, and manufacturing,” calling for faster policy action and investment. The initiative aligns with the Trump administration’s push to strengthen domestic production and infrastructure, and builds on JPM’s earlier $1 trillion commitment, marking a 50% increase in planned sector financing.

Maybe the real macro call of the decade came from Costco. 🥇 When Costco $COST started selling 1oz GOLD bars in mid-2023, they went for around $1,900 each and sold out within hours. Those same bars now sell for over $4,200, as gold prices hit a record ~$4,225 this week, making it the best-performing major asset over the past 20 years with annualized returns above 11%. Costco’s gold sales have climbed to nearly $200 million a month, and the hype hasn’t slowed down. They’ve quietly turned into one of the biggest retail gold sellers in the U.S. Also, fun fact, it now takes 116 hours of work in the U.S. to buy a single ounce of gold, the most in at least 100 years. That ratio has doubled in just 18 months, far outpacing wage growth. For comparison, it took less than 20 hours to buy an ounce in 2000, and only ~80 hours at past peaks in 1930, 1980, and 2011. At the same time, gold has gone from 4% to 6% of global investable assets in just two years, the highest share since 1986. Back in the 1980 bubble, gold’s global share peaked at 22%, but back then there wasn’t much investing literacy or access to vehicles like today. Still, gotta hand it to Costco for this one. 👏

Andrew Ross Sorkin on Stock Market Crash: “We will have a crash, I just can't tell you when, and I can't tell you how deep. But I can assure you, unfortunately, I wish I wasn't saying this, we will have a crash”

WAYMO ROBOTAXIS NOW 1 IN 5 $UBER RIDES IN AUSTIN According to YipitData via Bloomberg, Waymo’s driverless cars made up about 20% of all Uber rides in Austin during the last week of March. The city is currently the only market where Waymo partners directly with Uber, and rider adoption is moving fast—Waymo logged 80% more rides in its first 27 days in Austin than it did during its early launch in San Francisco. Waymo’s service covers a 37-square-mile zone, and Uber says expansion is coming. Tesla is expected to launch its own robotaxi service in Austin this June. Source: Bloomberg / YipitData

Warren Buffett: "Be very careful who you work for, because you will take on the habits of the people around you."

Elon Musk responds to Wedbush analyst Dan Ives’ proposal to the $TSLA board members:

PayPal and OpenAI have signed a deal to make PayPal the FIRST payments wallet inside ChatGPT. Starting next year, $PYPL users will be able to shop and checkout directly in ChatGPT, and merchants can list and sell their inventory there. PayPal will handle routing, validation, buyer protections, tracking and dispute resolution for AI powered commerce.

BESSENT: MICRON $MU IS GOING TO 'PUT IN' $200 BILLION Micron Market Cap is $120 Billion

McKinsey warned that banks could lose up to $170 billion in global profits, about 9%, as AI agents begin helping consumers automatically move money into higher-yield a/c "Agentic AI” could erode margins by removing the inertia that keeps $23T of deposits stuck in near-0-rate checking accounts.

KARP ON $PLTR SHORT SELLERS: When I hear shorts attacking what I believe is clearly the most important software company in America, It's crazy motivating & I'll tell you why they are getting screwed by Palantir Every time they short, we triple down on getting the better numbers and part, honestly, to make them poorer. These people they could pick on any company in the world, but they have to pick on the one that actually helps people, that actually has made money for the average person, that is actually supporting our warfighters. They are in the business of being skeptical and wrong, we are in the business of giving an unfair advantage to American workers, American war fighters, and our investors.

BLACKROCK CEO FINK: “There is $11 trillion sitting in money market funds in the U.S... When there is uncertainty, you are going to keep more & more money in cash — & that is what we witnessed.” The U.S. deficits are “an issue” & warns of more volatility over the next 90 days

$NVDA CEO HUANG SAYS INVESTORS "GOT IT WRONG" ON DEEPSEEK SELL-OFF Speaking at a DDN event, Nvidia CEO emphasized that "DeepSeek’s innovations energize the AI world" but investors overlooked a key point — AI’s growing reliance on post-training methods, which still demand Nvidia’s computing power. Huang pushed back on the idea that weaker chips powering DeepSeek’s R1 model diminish Nvidia’s relevance: “From an investor perspective, there was a mental model that the world was pre-training and then inference... obviously that paradigm is wrong.” He stressed that while pre-training remains critical, post-training — where models “learn to solve problems” — is the future, and “as post-training methods grow and diversify, so will the need for Nvidia’s compute power.” “It is so incredibly exciting. The energy around the world as a result of R1 becoming open-sourced — incredible.”

$NVDA CEO Jensen Huang just mentioned he loves quantum computing but said not to expect a quantum computer for at least 15 years—then looked at his CFO and added it’s probably 30 years away.

US and China have reached a “very successful framework” for Trump and Xi to review, Treasury Secretary Bessent said after two days of talks in Malaysia. The discussions covered trade, rare earths, agriculture, TikTok, fentanyl and Taiwan.

Bloomberg’s Mark Gurman reports that $AAPL will use Google’s Gemini AI model to power the next version of Siri, expected to launch in March 2026. Apple is reportedly paying $GOOGL to build a custom Gemini model that runs privately on Apple’s servers, enabling new AI-powered web search and intelligence features without embedding Google services directly.

$AMD CEO LISA SU: DEMAND IS LARGE FROM OPENAI AND MUSK COMPANIES

THE UAE LIT UP THE BURJ KHALIFA — THE WORLD’S TALLEST BUILDING — WITH THE AMERICAN FLAG.

OPENAI SIGNS NEW CLOUD DEAL WITH GOOGLE $GOOGL FOR MORE COMPUTE POWER, DESPITE BEING AI RIVALS – RTRS SOURCES

$UBER EATS PARTNERS WITH HOME DEPOT FOR ON-DEMAND TOOL AND SUPPLY DELIVERY Uber Eats and The Home Depot $HD are teaming up to make home improvement easier. Starting January 22, customers can order tools, building materials, gardening supplies, and more from over 2,000 Home Depot locations directly through the Uber Eats app. Deliveries can be scheduled or ordered on-demand, offering convenience for contractors and DIYers alike.

Palantir $PLTR is teaming up with UK defense tech firm Hadean to bring AI-powered battlefield simulations and command tools to the UK Armed Forces. Hadean’s £20M MoD deal will integrate with Palantir Foundry, enabling classified wargaming and decision-support systems within months

Warren Buffett’s advice for young peoplel: • Surround yourself with people who make you better • Pick mentors you admire — you’ll pick up their habits • Don’t chase high starting salaries; chase learning • Do work you’d do even if money wasn’t a factor • Be around those who bring the best out of others • If you’re born in the U.S., “you’ve already won the game” • And if you’re lucky, find your passion early — that’s the real win

ROBINHOOD $HOOD CEO VLAD ON BLOOMBERG: The goal of tokenized public stock is to let retail investors trade private company exposure, tackling what he calls “one of the biggest inequities in capital markets” as firms stay private longer. He confirmed these tokens are structured as derivatives under EU MiCA rules, backed by underlying assets held via brokers, and dividend rights will be passed to holders. Lithuania’s regulator has questions, but he’s confident the products will withstand scrutiny. He called tokenization “the biggest innovation in capital markets in a decade,” adding US rollout may take time but SEC approval is possible without new legislation. Robinhood is already seeing massive interest from private companies wanting their shares tokenized for retail.

Palmer Luckey on Anduril IPO: “We’re on a path to IPO. In the low single-digit years. We want to either be profitable across the business or very close to it with a clear trend that it’s going to happen. No more ‘toss it in the bin, no need to do paperwork.’”

Robinhood $HOOD is working on a way for everyday investors to get exposure to private AI startups, per FT. The plan is to offer a tradeable fund run by Robinhood Ventures that would hold a small group of “best-in-class” private AI companies, and could use leverage. This would let retail investors invest in names that have mostly been limited to VCs and institutions, but the fund would be closed-end, meaning money could be locked up and losses could go to zero.

OpenAI has reportedly hired over 100 former investment bankers from firms like Goldman Sachs, JPMorgan, and Morgan Stanley for “Project Mercury,” a secret effort to train AI models to automate junior bankers’ grunt work. Participants are paid $150/hour to build financial models and write prompts for tasks like IPOs and restructurings, with the goal of teaching AI to replicate analysts’ workflows. Contractors submit one model per week and receive feedback before integration into OpenAI’s systems.

$ASML Q2’25 Earnings Highlights 🔹 Revenue: €7.69B (Est. €7.51B) 🟢; +23% YoY 🔹 EPS: €5.90 (Est. €5.22) 🟢;+47% YoY 🔹 Gross Margin: 53.7% (Est. 51.9%) 🟢; +220bps YoY 🔹 Net Bookings: €5.54B (Est. €4.80B) 🟢; -0.5% YoY Guidance 🔹 FY25 Revenue Growth: ~15% YoY (Prior: €30–35B) 🔹 FY25 Gross Margin: ~52% (Prior: 51%–53%) 🔹 Q3 Revenue: €7.4B–€7.9B (Est. €8.21B) 🟡 🔹 Q3 Gross Margin: 50%–52% (Est. 51.4%) 🟡 Other Key Q2 Metrics: 🔹 Net Income: €2.29B; UP +45% YoY 🔹 New Lithography Systems Sold: 67 units; -25% YoY Business Commentary 🔸 Memory demand remains strong, driven by HBM & DDR5 investments 🔸 China revenue expected to be >25%, aligned with backlog 🔸 Fundamentals in AI remain strong; uncertainty lingers for 2026 due to macro/geopolitics 🔸 Second-half revenue expected to be stronger, skewed to Q4 Capital Return 🔹 Share Buyback: €1.4B in Q2 🔹 Interim Dividend: €1.60 per share, payable August 6, 2025 CEO Commentary 🔸 "Tariffs panned out to be a bit less negative than we anticipated." 🔸 “We’re preparing for growth in 2026, but cannot confirm it due to rising uncertainty.” 🔸 “Gross margin was above guidance, driven by higher upgrade business and one-offs.” 🔸 “EUV and High NA adoption progressing as planned; first EXE:5200B system shipped.”

Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades.

Google Maps is adding Gemini directly into navigation. Drivers will be able to ask conversational questions while on the road (e.g., find restaurants along the route, check parking, report traffic). Maps will also use Street View data to give landmark-based directions instead of distance cues. Rollout begins in the US over the coming weeks on iOS and Android, with Android Auto support to follow.

$NVDA CEO Huang told CNBC that while $ORCL Nvidia cloud margins may look thin now, “when you first ramp up a new technology, there’s every possibility that u might not make money in the beginning, but over the life of the system, they’ll be wonderfully profitable” He added that running Nvidia systems at Oracle’s scale is “not easy,” calling them “giant supercomputers” that require land, power, cooling and complex operations.

GERMANY PLANS 10% DIGITAL TAX ON TECH GIANTS LIKE GOOGLE & $META

$NVDA CEO: MY FAVORITE RECENT INVESTMENT WAS $CRWV COREWEAVE; ONLY REGRET IS I DIDN’T INVEST ENOUGH

Amazon $AMZN CEO Andy Jassy: “Our AI business is now a multi-billion dollar run-rate, growing triple digits YoY. As fast as we add capacity, it’s being consumed. Demand is outpacing supply—we simply can’t build AI fast enough.”

BERNSTEIN REITERATES OUTPERFORM RATING ON $HOOD, PT $105 Analyst comments: "Last night, Robinhood announced three disruptive products in wealth management and banking. HOOD’s product focus is based on several key principles: (1) Trillions in wealth will transfer to the new tech-forward younger generation; (2) HOOD aims to democratize high-end private banking and wealth services through disruptive technologies like crypto and AI; (3) HOOD is focused on maximizing wallet share by offering exclusive services to its most loyal base—its Gold members, now at 3.2 million users. The launch of Robinhood Strategies, Cortex (AI assistant), and Robinhood Private Banking aligns with this strategy. We believe investors underappreciate HOOD’s broader financial and money platform beyond its core active trading business. HOOD’s non-trading revenue stands at 47% for 2024. The Gold platform, now offering private banking, preferred deposit rates, trading, a premium credit card, automated investment advisory, and an AI research assistant, is a strong driver. Gold subscribers have nearly doubled in 2024, and at $5/month, it's tracking to an ARR of $190 million—already ~4% of total 2024 revenue. The average customer balance has grown from $2.7K to $7.7K in two years, reflecting a shift from low-balance traders to higher-value customers. The Gold credit card, with access now extended to 100K more users, is becoming the foundation of a full banking app. HOOD is also exploring crypto tokenization and AI to bring down the cost of financial access, historically reserved for high-net-worth clients. Through its TradePMR (RIA) acquisition, HOOD is building a full-suite advisory offering. HOOD is our top conviction idea (Outperform, PT $105), valued at a target multiple of 33x P/2026E, implying a PEG of ~0.5x vs. the peer median of ~1.2x." Analyst: Gautam Chhugani

Palantir $PLTR in the Data Value Chain h/t to @EricFlaningam

$NVDA CEO JENSEN HUANG, IN BEIJING: CHINA IS A VERY IMPORTANT MARKET FOR NVIDIA AND WE HOPE TO CONTINUE TO COOPERATE WITH CHINA - CCTV

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JAPAN WON’T YIELD TO ALL U.S. DEMANDS, ISHIBA SAYS Prime Minister Shigeru Ishiba pushed back against U.S. pressure on trade, saying Japan “won’t be able to secure our national interest” if it concedes everything. With the U.S. seeking more access to Japan’s auto and ag markets, Ishiba defended barriers protecting local farmers and said Tokyo wouldn’t rush into a deal just to ease Trump’s tariffs. Negotiators are prepping for a second round of talks before the end of April. Source: Bloomberg

$GOOGL is rolling out Ironwood, its most powerful TPU yet, competing with $NVDA AI chip. Google's Ironwood (7th-gen TPU) is 4x faster than the prior version and can scale up to 9,216 chips in a pod to run massive AI models without bottlenecks.

MEXICO 🇲🇽 PRESIDENT: WE WILL SIGN A NEW TRADE AGREEMENT WITH THE EUROPEAN UNION AND WORK TO FURTHER DIVERSIFY OUR TRADE TO OTHER EX-U.S. PARTNERS

PALANTIR $PLTR mentioned cautiously by Citron Research with report titled "OpenAI at $500B Puts Palantir at $40 — And That's Generous."

Jefferies hosted Microsoft $MSFT on the road in Australia today, addressing concerns raised by a recent tweet and a Cowen report that caused market jitters. Microsoft strongly refuted any changes to their data center (DC) strategy, emphasizing that investments are made based on a 10-year demand outlook for cloud and AI. While regional forecasts are adjusted as needed, the core strategy remains intact. The company also clarified potential misunderstandings in the broker report regarding its definition of leasing, noting that long-term deals (15+ years) are sometimes classified as leases even when Microsoft operates the DC infrastructure. Microsoft's use of third-party REITs remains low. Importantly, Microsoft sees no distinction between AI and cloud in terms of long-term ROCE, ROI, and margins. - Image credit to @markflowchatter

GOOGLE $GOOGL WINS $1.2 BILLION MULTIYEAR CLOUD DEAL FROM SERVICENOW $NOW - BLOOMBERG

MORGAN STANLEY PROJECTS AI-DRIVEN GPU DEMAND TO REACH $1.08T BY 2028, UP FROM $15B IN 2023. AI capital spending is expected to hit $447B, with Nvidia’s GPU sales forecast at $227B. Non-GPU AI infrastructure (HBM, cooling, storage) is set for $275B in spending.

$GOOGL CEO: “Waymo is expanding to London, Tokyo, Dallas, and Seattle, with new airport permissions in San Jose and San Francisco. 2026 is set to be a breakout year for Waymo globally.”

$NVDA's CEO Jensen Huang: “The demand on it is so great, and everyone wants to be first and everyone wants to be most. We probably have more emotional customers today. Deservedly so. It’s tense. We’re trying to do the best we can.” - Goldman Sachs Tech Conf

$1,000 in $TSLA vs. $NVDA since 2010—who wins?

Citi Reiterates Buy Rating on $NVDA, PT $175 Analyst comments: "Recently, DeepSeek’s R1, a China-made LLM prompted investor inquiries around cost of compute as it announced to use just a fraction of its US competitors’ cost and still achieved top performance. While DeepSeek’s achievement could be groundbreaking, we question the notion that its feats were done without the use of advanced GPUs to fine tune it and/or build the underlying LLMs the final model is based on through the Distillation technique. While the dominance of the US companies on the most advanced AI models could be potentially challenged, that said, we estimate that in an inevitably more restrictive environment, US’ access to more advanced chips is an advantage. Thus, we don’t expect leading AI companies would move away from more advanced GPUs which provide more attractive $/TFLOPs at scale. We see the recent AI capex announcements like Stargate as a nod to the need for advanced chips. Maintain Buy." Analyst: Atif Malik

$META wants to fully automate ad creation with AI by end of 2026, per WSJ. Brands could soon upload a product image and budget, and Meta’s AI would handle the rest—creating the ad, setting targeting, and even tweaking visuals by location.