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“they held talks to raise a $100 billion fund … the goal was with that fund to acquire manufacturing businesses and deploy AI across their operations.”
@TBPN
A $100B Bezos fund hunting legacy aerospace and defense makers puts a takeover and reshoring bid under the whole basket.
ITALONG@ $236.97
$243.90+2.92%
since call Jun 11
peak +4.9%
“The 4-year U.S. trucking slump is officially over … Freight rates are finally climbing, good news for them.”
@TBPN
Four-year freight recession ends as capacity exits and rates climb at a record pace, lifting carrier earnings.
KNXLONG@ $82.87
$69.69-15.90%
since call Jun 11
52:41LONG
“Humanoid hardware commoditizes like LLMs, but the compute and simulation layer keeps collecting rent on every robot.”
@TBPN
Humanoid hardware commoditizes like LLMs, but the compute and simulation layer keeps collecting rent on every robot.
NVDALONG@ $204.64
$199.12-2.70%
since call Jun 11
peak +5.6%
105:03LONG
“speed has become the moat, and they've been able to move even faster now … to help fill”
@TBPN
AMD's hardware plus a fast-improving ROCm stack is closing CUDA's moat and winning real AI workloads
AMDLONG@ $487.44
$482.98-0.91%
since call Jun 11
peak +15.7%
105:03SHORT
“the frustration that customers had around, you know, not wanting to be locked into one vendor, not giving all of their margin to Jensen … they were willing to look at other options that were available”
@TBPN
Nvidia's CUDA moat is eroding as AMD closes the gap and customers cut Nvidia lock-in
NVDASHORT@ $207.08
$199.12+3.85%
since call Jun 11
peak +7.4%
“And Paki McCormick gives Tucker a shout out. He says, Tucker has been one of my best friends since high school. I didn't realize it went back so far. Over…”
@TBPN
Lionsgate's Runway stake and AI content JV turn its library into cheaper, faster output, lifting margins and re-rating the stock.
LIONLONG@ $14.16
$13.52-4.52%
since call Jun 11
peak +3.8%
TIMESTAMPS
16:16
35:09
52:41
105:03
105:03
125:18