While it’s a smart Jensen Huang move, I do see a big risk for anyone who is coming late to the dinner table. Even right now, us on the ground using Frontier models and also exploring the capabilities of the cheap, Chinese open source models can foresee that this isn’t going well for OpenAI and Anthropic. I’m using GLM 5.2 right now and not for adversarial agents to correct all the errors in the plan and even in the implemented code that Claude Code’s Opus 5 on XHigh or Ultracode produces! The advantage is little and doesn’t justify the 10-20x price difference and Opus 5 is slow as hell. So all those investments in NVIDIA chips will depreciate fast and users will just switch to the cheaper and better option. Other than eg on cars, countries like the US can’t block OpenRouter etc to th
Stop this AI generated Bull Shit videos that are only produced to mislead people into buying overpriced stocks for a company that will still be unprofitable 10 years from now (read their own S3).
Musk: AI Will Be 99% of SpaceX's Value in Five Years — and Overtake Everything Else by September
It just means the fall will be even steeper once the bubble bursts. All these investments in AI infrastructure and the companies around it cannot mask that AI so far hasn't even be remotely close to any profit making. There's no business case and with almost every week another cheap Chinese open source model getting up to par with the 20-100x more expansive US Frontier models it's also a war of attrition played by China that OpenAI and even Anthropic will loose!
Nvidia Stock Rises 3% as CEO Eases AI Debt Fears
Nvidia stock was rising in premarket trading Wednesday as fears over the company's exposure to debt fueling the artificial intelligence boom eased. CEO Jensen Huang looks like a market whisperer once
The selloff didn't happen thanks to several factors: - massive buying by Musk's friends like ARK ainvest (we know their long-term performance sucks) - SpaceX employees at least seem to hold onto their shares, most of them are big fans anyways - Early investors like Kevin Paffrath (MeetKevin) are holding onto it, hoping that Joe Retail will fall for the usual Musk tricks and short squeeze game by his sycophants
SpaceX Launches More Starlink Satellites, the Stock Lifts Off Again
SpaceX stock was rising in early trading Wednesday following a session of profit-taking after it climbed back above its offer price.The stock was up 2.8% to $137.02. After closing Tuesday down 3.9% at
Ah, sounds like Mr. Musk "fixer" made a couple of phone calls and now the banks that were deeply involved in the IPO are coming to help him. Hmh, doing what they do best, giving wrong advice to their customer, only the best advice for their own good. People, turn your own brain on and stop listening to Wall Street analysts, banks that are deeply involved with money lending to Musk's empire and personal life. Stop listening to your favorite stock pumpers, Wall Street Bets etc. - do your own research! Grab a spreadsheet, build your own models for a companies future that you want to invest in (get help from AI in building it out and then apply human checks).
Movement Alert｜SpaceX Rises 3.08% in Pre-Market Trading, Rebounding as Analysts Raise Targets and Ark Invest Adds Shares After 13.6% Selloff
On August 6, SpaceX rose 3.08% in pre-market trading, trading at $111.24/share with turnover of $1.223 billion, rebounding from the prior session's 13.6% plunge following its inaugural quarterly...
The performance of Joe Retail is well documented. Heck, even all of the professional traders can't compete with the performance of a AAA ETF like the mentioned S&P 500 one, at least on more than 10 years (with Warren Buffett being the only known exception). So take it how you like it, I still believe that SpaceX is the biggest scam that ever existed and it's run by the biggest scam artist ever known. Yes, not Mr. Ponzi but Elon Musk!
Retail Investors are Buying the Dip on SpaceX's Stock Before More Shares Flood the Market
Up to 911.5 million SpaceX shares, valued at more than $100 billion, will be eligible to be sold on Thursday for the first time, as the first batch of restricted equity held by early investors and company insiders is due to unlock.The milestone will cause SpaceX's freely tradeable float to more than double, data showed. More shares will become eligible to trade in August and September, with additional releases set to continue through December in one of the largest post-IPO share unlocks in U.S. market history.Brent Donnelly, founder of Spectra Markets, recalled how other stocks that drew sizable media attention around the expiration of their respective share lockups fared once the additional shares started hitting the market. The sample size he used was small - it included only three previous examples from the past few years - and in each case, the size of the unlock was much smaller than what is expected from SpaceX.Yet it is worth noting that each time, the data showed that the first
Well, most importantly you have the best search engine in the world and the attached ad business. Waymo is still unprofitable but if driverless taxis are ever going to become profitable, it's going to be at Waymo IMO. They have a great leadership team with thei Co-CEO's. I'm not worrying for top people leaving for a shitload of money. Happens all the time. A great company will use the opportunity to give room to grow for the next in line. Looking at you, Hassabis.
Alphabet's Stock Drops as Google Loses Another Key AI Executive
Jeff Dean, Google's chief scientist and one of its company's first employees, is leaving to launch his own companyInvestors have been concerned that Google is trailing behind AI rivals, such as Anthro
So much winning for the US and Trump. Man, 40 Billion of taco payer money wasted on an illegal war, new debt record, lowest rating for Trump ever and they are losing to the mighty super power called Iran. What a joke the US has become under Trump. I strongly suggest to diversify your portfolio and look outside of the US as that house of cards called Kleptocracy and Circle-Jerking will eventually come to an end. Inflation is already galloping and the Fed will need to raise interest rates in September. Which means all those Data Center spending is becoming even more costly, with very little profit as now the Chinese AI models will destroy the US companies like they did on EV's, batteries and many other industries they set their eyes on (oh Robotics is next BTW).
Iran-Oman Interim Strait of Hormuz Plan Could Give Iran Full Control over Inbound Shipping
Refinitiv cited a senior Iranian source saying an interim Iran-Oman plan for the Strait of Hormuz would give Iran full control over all inbound shipping. Under the proposal, Oman would only clear...
Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.
DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says
Didn't they already win on day 1? How many times more does he want to declare victory and total destruction of Iran? The only thing that is destroyed is the international view of the US as a superpower, countries are shifting their stance more and more towards China and against the US (like Europe does). This has implications for American companies (like Palantir and Microsoft), eg Europe developing their own local alternatives to the US products. In the same way that China has identified that relying on oil and gas isn't a good thing. America's influence will continue to shrink even if there's a change after Midterm or even when the next President will be a Democrat. The damage is done, the downfall of the US would have happened with or without Trump, all he did was rapidly accelerating i
US President Trump Said The War With Iran Is "Going Well"
According to Fox News, US President Trump said the war with Iran is "going well".