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“if the sovereign AI thesis could not get any stronger right now, this weekend really showed a lot of countries, hey, maybe we do want a national champion.”
@TBPN
Sovereign AI demand reprices Europe's national champion Mistral higher, and ASML's 11% stake rides it up.
ASMLLONG@ $1,922.91
$1,644.79-14.46%
since call Jun 16
18:24LONG
“the bull case is it's potentially the greatest business in history … that is not threatened by AI”
@TBPN
Meta is the greatest business in history, untouched and actually accelerated by AI, deserving a re-rating
METALONG@ $601.74
$565.03-6.10%
since call Jun 16
peak +15.2%
“They have over 40% of the engagement with connected TVs … looking at the potential from an advertising standpoint and how many dollars are still yet to shift…”
@TBPN
Fox-Roku merger creates dominant ad-supported streaming platform with 40% of CTV watch time; ad dollars shift their way
FOXALONG@ $54.60
$58.55+7.23%
since call Jun 16
peak +7.7%
31:32LONG
“It does seem like the pace of open source development in China is slowing. … Gavin Baker said it's about compute and they're turning their backs on the…”
@TBPN
China denied Blackwell stalls its open-source AI; the compute gap widens and Nvidia's moat hardens.
NVDALONG@ $210.99
$199.19-5.59%
since call Jun 16
peak +1.2%
TIMESTAMPS
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