The market’s view has shifted dramatically.
Back in June, Alphabet and Meta were seen as roughly on par, w/only ~$200bn separating them in market value. Just 4 months later, the picture looks completely different – the gap has exploded to nearly $1.8tn. GOOG is now 2x the market cap of META. (HT Goldman) Source: Holger Zschaepitz @Schuldensuehner
🚨 “China is going to win the AI race.” — Jensen Huang, CEO of NVIDIA
When the world’s most valuable tech CEO says the US might lose the AI race, people listen. At the FT’s Future of AI Summit, Huang didn’t hold back: ⚙️ China’s advantage → lower energy costs + looser regulations. ⚡ “Power is free” — local governments are literally subsidizing electricity for data centers (ByteDance, Alibaba, Tencent). 🇨🇳 Chinese firms are ramping up domestic AI chips — even if they’re less efficient than NVIDIA’s, they’re cheap to run. 🇺🇸 Meanwhile, the US faces export bans, fragmented AI rules, and what Huang calls “cynicism.” His message? “We need more optimism.” The irony: The US bans NVIDIA’s best chips from China to protect its lead. But by doing so, it might be accelerating China’s self-reliance. Huang’s warning hits hard: regulation, energy policy, and mindset could decide who truly leads in AI — not just who has the best chips. 💬 What do you think — is Huang right? Will policy and power matter more than chips and code in the next phase of the AI race? See the link to FT article >>> https://lnkd.in/eas5VKjj
This is pretty crazy...
Robinhood $HOOD's revenue has jumped $300M in 2022 to $1.27B in 2025 📈 Source: Stocktwits
Active Managers are leveraged long equities (>100% exposure) for the first time since July 2024.
Back then, we saw a 10% correction in the S&P 500. $SPX Source: Charlie Bilello
"You have a choice. Either get replaced by AI, or learn how to use it and become 10x more productive"
"Stop thinking of your job as 1 big thing. Instead, think of your job as a bundle of tasks" "In the future, managing robots will be more important than managing humans" "GPT is the new MBA" Source: @Uncle Shaan on X
Google is the only company in the world to be vertically integrated when it comes to AI
Source: Tar ⚡@itsTarH
Michael Burry's hedge fund has 80% of it's $1.38B portfolio on Nvidia & Palantir puts
Can't wait for The Big Short 2 Source: Wall Street Memes on X
Yesterday was 2nd worst day for bitcoin this year
Source: zerohedge
