“IRON is up 21% today. Whoa! ... if you're flexible and ready to serve this the day it comes online, that's probably profitable very, very quickly, even at, you know, lower than expected margins.”
Open-source AI models are maxing out GPU capacity in just 48 hours, creating a massive hardware bottleneck that drives 205% revenue growth for NeoClouds.
“KMEK3 is actually quite positive for NVIDIA as large model inference is where the NVL72 shines because K3 has more than 2.8 trillion parameters.”
Running the new Kimi K3 model requires juggling 2.8 trillion parameters, which forces AI labs to buy massive NVIDIA server racks just to operate it.
“The best position companies are the ones with massive net income from non products They can fund hundreds of billions in CapEx He given a little bit of a bull case for Microsoft”
Microsoft weaponizes its legacy software profits to bankroll the $190 billion in infrastructure spending required to dominate the AI bottleneck.
“what's really hurt the European auto manufacturers is not that the Chinese companies are selling into Europe. It's that Chinese consumers are just buying Chinese cars, right? And so you look at a car ”
Chinese consumers are abandoning European luxury cars out of national pride, causing Porsche deliveries in the region to plunge 21 percent.
“Chinese consumers are just buying Chinese cars... people are very frequently choosing local options and they have a lot of national pride in China around buying local at this point”
Chinese consumers are ditching European imports for local cars out of national pride, handing domestic brands over 70% of the passenger vehicle market.
“I think if Europe starts a major trade war with China, Europe will lose. This is a sad reflection on Europe... simply putting up big tariffs isn't going to help them get there. It actually will postpo”
Europe is trapping itself in a trade war where 62.4% retaliatory tariffs and rising input costs will gut its remaining industrial competitiveness.
“I hope the billionaire tax fails. It will wreck California. If it passes, it's already harmed California.”
The looming billionaire tax is already wrecking California, triggering a wealth exodus that will empty out the state where KRC derives 80% of its rent.
“This year, we'll do well over $200 million in our second year of full operations... sitting at a market cap of $354 million. Yeah, and we have roughly about $140 million in cash... I think there's a b”
Prenetics trades at a massive discount as its new supplement brand rockets to $200 million in revenue against a tiny $354 million market valuation.