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“AWS's AI revenue run rate is over $15 billion in Q1 of 2026 … and it's ascending rapidly”
@TBPN
AWS AI revenue at $15B run rate and capacity-constrained, monetizing as fast as installed; next CapEx wave funds bigger downstream FCF
AMZNLONG@ $233.17
$265.45+13.84%
since call Apr 9
peak +17.2%
24:49LONG
“there's so much skepticism about fly-by-night peptide operations … giving consumers an option that's something as”
@TBPN
Amazon distributing Lilly's oral GLP-1 pill while compounders get shut down funnels weight-loss demand to the branded maker.
LLYLONG@ $947.99
$1,135.70+19.80%
since call Apr 9
peak +28.0%
93:27LONG
“one of the most promising ones that we're seeing is engineering … mechanical engineers, hardware engineers, and also architects”
@TBPN
Visual reasoning AI is the next compute-hungry vertical, and the engineering/CAD layer runs on NVIDIA silicon and models.
NVDALONG@ $181.34
$199.41+9.96%
since call Apr 9
peak +16.3%
128:31LONG
“I think AI is going to use crypto for payments, for transactions. They're not going to use— they cannot KYC through a bank. They cannot do a selfie.”
@TBPN
AI agents settle in stablecoins because they cannot KYC; USDC dominates that flow, lifting its issuer Circle.
CRCLLONG@ $86.36
$63.41-26.58%
since call Apr 9
“Yeah, I think America for the last few years before the Trump administration was fairly anti-crypto. So many of the founders left, many of the projects left,…”
@TBPN
US crypto thaw pulls liquidity and founders onshore; the dominant regulated on-ramp captures the returning flow.
COINLONG@ $171.19
$143.15-16.38%
since call Apr 9
peak +5.8%
TIMESTAMPS
20:13
24:49
93:27
128:31
136:20