TheValueist
@TheValueist
L/S equity in tech and energy. ISO convexity. Path dependence matters. Results never lie. Not financial advice.
Happy 4th of July!!! 🇺🇸🇺🇸🇺🇸 Watch this video in its entirety. Invest in all the companies who's products were mentioned in this video including merchant power and by July 4, 2026 you will be a very very very happy person.
Ever wonder what it takes to build an AI factory? Here’s your all-access pass into how Dell brings AI to life - at scale, at speed, and around the world. 🎥 Watch the full @ServeTheHome tour:
$000660 SKH
$000660 $MU SK Hynix Q2 2025 Earnings Call - AI, Data Center & Nvidia Deep Dive Analysis Executive Summary SK Hynix's Q2 2025 earnings call revealed the company's central positioning in the AI infrastructure revolution. Management painted a picture of explosive AI demand…
$000660 $MU SK Hynix Q2 2025 Earnings Call - AI, Data Center & Nvidia Deep Dive Analysis Executive Summary SK Hynix's Q2 2025 earnings call revealed the company's central positioning in the AI infrastructure revolution. Management painted a picture of explosive AI demand…
x.com/i/article/1948…
*SK HYNIX RISES 2% IN PRE-MARKET AFTER 2Q OPER. PROFIT BEAT EST. (Bloomberg) -- SK Hynix Inc. outlined plans to quicken spending on advanced memory chip capacity after reporting record earnings, reflecting surging AI demand and a drive to stay ahead of rivals. The South Korean…
$000660 SKH (Bloomberg) -- SK Hynix reported operating profit for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS •Operating profit 9.21 trillion won, estimate 8.93 trillion won (Bloomberg Consensus) •Net 7.00 trillion won, estimate 7.15…
$TSLA Tesla Q2 2025 Earnings Call: AI, Data Centers, and Computing Infrastructure Analysis Executive Summary Tesla's Q2 2025 earnings call revealed significant insights into the company's AI strategy, computing infrastructure, and positioning relative to major tech players.…
x.com/i/article/1948…
$IBM IBM Q2 2025 Earnings Call - Comprehensive AI, Cloud Computing & Infrastructure Analysis Executive Summary IBM's Q2 2025 earnings call revealed significant momentum in AI and cloud computing, with the company's Gen AI book of business reaching over $7.5 billion…
x.com/i/article/1948…
$NOW ServiceNow Q2 2025 Earnings Call: Comprehensive AI, Cloud Computing & NVIDIA Analysis Executive Summary ServiceNow's Q2 2025 earnings call revealed an aggressive AI-first strategy that positions the company as the central orchestration layer for enterprise AI deployments.…
x.com/i/article/1948…
$GOOGL Alphabet Q2 2025: Comprehensive AI, Cloud Computing & Data Center Analysis Executive Summary Alphabet demonstrated extraordinary AI momentum in Q2 2025, processing 980 trillion tokens monthly (2X growth in 2 months), while Cloud reached a $50B annual run rate with 32%…
x.com/i/article/1948…
$000660 SKH (Bloomberg) -- SK Hynix reported operating profit for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS •Operating profit 9.21 trillion won, estimate 8.93 trillion won (Bloomberg Consensus) •Net 7.00 trillion won, estimate 7.15…
We're introducing new creative tools in @GooglePhotos including: -A photo-to-video feature powered by Veo 2 -Remix in Google Photos, which can transform photos into illustrations, comics, anime and more -A new Create tab where you can find all our creation features in one place
We're launching an "AI psychiatry" team as part of interpretability efforts at Anthropic! We'll be researching phenomena like model personas, motivations, and situational awareness, and how they lead to spooky/unhinged behaviors. We're hiring - join us! job-boards.greenhouse.io/anthropic/jobs…
$GOOGL Sundar - I also want to mention Veo 3, our state-of-the-art video generation model. It''s been a viral hit, with people sharing clips created in the Gemini app, and with our new AI filmmaking tool, Flow. Since May, over 70 million videos have been generated using Veo 3.…
(Bloomberg Economics) -- OUR TAKE: President Donald Trump’s AI Action Plan presents an ambitious vision for technological dominance, reorienting US technology strategy to emphasize accelerated AI innovation, infrastructure expansion, and workforce development. This represents a…
$GOOGL FCF getting destroyed by capex, which is great for $NVDA $AVGO. Let's hope it is a positive ROI for GOOGL to keep the GAI infrastructure trade alive.
$IBM (Bloomberg) -- IBM reported revenue for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS Revenue $16.98 billion, +7.7% y/y, estimate $16.59 billion (Bloomberg Consensus)Software revenue $7.39 billion, +9.6% y/y, estimate $7.49 billion…
$NOW (Bloomberg) -- ServiceNow boosted its subscription revenue guidance for the full year; the guidance beat the average analyst estimate. YEAR FORECAST Sees subscription revenue $12.78 billion to $12.80 billion, saw $12.64 billion to $12.68 billion, estimate $12.68 billion…