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21 Feb 2025

$BABA beats on the big three revenue, adjusted net income and adjusted EPS!

"Cloud revenue growth accelerated to double digits at 13% year-over-year, with AI-related product revenue achieving triple-digit growth for the sixth consecutive quarter" Source: The Transcript

20 Feb 2025

An interesting chart by stocktwit 👉 $PLTR insider transactions in 2024:

• Buys: $0 • Sells: $3,104,510,822.09 👀👀👀👀👀 Yesterday after the close, Palantir CEO Alex Karp has announced a new plan to sell $1.2 billion of stock. $PLTR 🔴 was down -12% in after-hours trading

20 Feb 2025

The price of Bitcoin is now as stable as the largest technology company stocks like Tesla and Nvidia.

Source: Documenting Bitcoin

19 Feb 2025

The AI Arms Race: Increase in CapEx Spending over the last 6 Quarters...

-Amazon $AMZN: +143% -Meta $META: +135% -Google $GOOGL: +107% -Microsoft $MSFT: +77% Source: Charlie Bilello

19 Feb 2025

BREAKING: Prediction markets are now showing a 74% chance of Grok being the best AI in the world this month

Since the release of Grok-3, the odds of Grok being the best AI this month have soared +50 percentage points. In Grok's benchmarks, Grok-3 outperforms both ChatGPT and DeepSeek in multiple categories. The AI race continues to heat up. Source: The Kobeissi Letter, @Kalshi

19 Feb 2025

GROK 3 IS AMERICA’S ANSWER TO DEEPSEEK—AND IT’S DOMINATING

xAI deserves credit for building world-class reasoning models at record speed—proving that America still leads in AI. With Grok 3 outperforming competitors, it’s clear xAI is setting the new standard for intelligence and innovation. Perplexity AI CEO: “Once the API is live, integration is coming.” America builds fast. Elon is proving it.

18 Feb 2025

🤖After DeepSeek's release, Chinese tech stocks have surged, with Alibaba leading the way, up over 50% in just one month🚀!

The AI boom sparked by DeepSeek is prompting global investors to reassess investment opportunities in China's tech and AI sectors, particularly the AI capabilities of previously undervalued Chinese internet companies. With Alibaba collaborating with Apple to integrate AI features into the Chinese version of the iPhone and 🔵Tencent's WeChat adopting DeepSeek, the demand for AI cloud computing services in China could soon mirror the supply shortages seen in the US. It's clear that China's AI progress is catching up to the US at an accelerated pace—and costs are dropping even faster. Source: Genuine Impact

13 Feb 2025

This is what FOMO-ing into China tech stocks looks like.

Source: Brian Tycangco 鄭彥渊 @BrianTycangco on X

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