Goldman Sachs CEO David Solomon says that AI can draft 95% of an S1 IPO prospectus “in minutes” (a job that used to require a 6-person team multiple weeks).
“The last 5% now matters because the rest is now a commodity,” per Solomon. Source: Bearly AI on X
The Age of Robots is Here
(post on X by Lin @Speculator_io ) 👉 Humanoids $TSLA Tesla $XPEV Xpeng $XIACF Xiaomi $HYMTF Hyundai 👉 Logistics $SERV Serve Robotics $AMZN Amazon $SYM Symbotic $AUTO AutoStore 👉Robotics Software $NVDA NVIDIA $PTC PTC 👉 Sensors $OUST Ouster 👉 Healthcare Robotics $ISRG Intuitive Surgical $SYK Stryker $MDT Medtronic $ARAY Accuray 👉 Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric 👉 Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems 👉 Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $GD General Dynamics 👉 Consumer & B2B Robotics $IRBT iRobot $XIACF Xiaomi $RR RichTech Robotics 👉 Specialized Robotics $OII Oceaneering $FARO FARO Technologies
Quantum computing stocks crash after AI godfather Jensen Huang exploded the quantum computing bubble with 3 lines:
"If you said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it." Source: HolgerZ, Bloomberg
Openai's valuation in context
Source: Chartr
The AI value chain
Source: Oguz O. | 𝕏 Capitalist
UPDATE >>> Elon Musk's AI company, xAI, has secured priority access to Nvidia's GB200 Blackwell deliveries scheduled for January 2025 by agreeing to pay a premium
$NVDA
Amazon is spending billions to make sure it doesn’t fall behind in AI
The company’s $75 billion capital splurge shows no signs of slowing in 2025. Source: Quartr
$NVDA Q3 2025 by Quartr >>>
"The age of AI is in full steam, propelling a global shift to NVIDIA computing" - Jensen Huang Revenue +94% *Data Center +112% *Gaming +15% *Professional Vis. +17% *Automotive +72% EBIT +110% *marg. 62% (57) EPS +111%
