Posts
'$7 billion break-up fee': Warner Bros. Discovery says Paramount’s new bid might top Netflix’s
On-site power generation approval removes the AI infrastructure bottleneck, and damages the utility investment thesis.
trump just told hyperscalers they can build their own power plants. the grid interconnection queue in PJM was the actual bottleneck on AI buildout — not chips, not capital. years-long waits. december auction came up 6.6GW short. that's gone now. which means nvidia's deployable TAM just expanded without nvidia doing …
MU YOLO
https://preview.redd.it/2i9yqrkexjlg1.jpg?width=1170&format=pjpg&auto=webp&s=e80707dc2782a1af6466cf58391e05527278d0b2 MU $500C Earnings next month, low forward PE, bottleneck in industry.... Besides for that basic thought I had lots of Adderall and Jack Daniels before making this trade. Cheers Pretty much all of my money besides for March rent and grocery money.
Btc has to come back up sometime!
I figure I could get better earnings this way than just by buying small amounts of btc. Started buying these up on the 6th, first at .36. I’ve averaged down nicely and I’ll keep buying them!
Payments Processor Stripe Expresses Interest in PayPal
Novo just cut Wegovy/Ozempic prices up to 50% the day after CagriSema failed.
Novo announced yesterday they're cutting Wegovy list prices 50% and Ozempic prices up to 40%. This came one day after CagriSema — their next-gen obesity drug that was supposed to close the gap on Lilly's Zepbound — missed the primary endpoint in a head-to-head trial. NVO is down 60% from …
Nuclear yolo
There’s not much to say. Never though I’d do this but all of your d-gen behaviour made me do it
Should I keep it
China aims for 5-fold increase in advanced chip output to meet AI demand
tldr: >Backed by Beijing, Semiconductor Manufacturing International Co (SMIC), Hua Hong and several Huawei-linked chipmakers are expanding or aiming to start production of chips with the most advanced technology available, including on the 7-nanometer (nm) or even 5-nm performance level
Anthropic faces Friday deadline in Defense AI clash with Hegseth
If Anthropic fails to comply, Hegseth threatened to label the company a “supply chain risk” or invoke the Defense Production Act, the person said. A “supply chain risk” is a designation that’s typically reserved for foreign adversaries, but it would require the DoD’s vendors and contractors to certify that they …