Netflix $NFLX just announced it is partnering with FIFA to create a "newly reimagined FIFA football simulation game developed by Delphi Interactive exclusively on Netflix Games this summer — just in time for FIFA World Cup 2026"
💥🧨 Dan Ives Adds $IREN to AI 30 — A Familiar Early-Signal Moment 1️⃣ Being noticed by Dan Ives is a phase shift, not a victory lap Seeing $IREN included in Dan Ives’ AI 30 list matters less for the list itself and more for what it represents: the beginning of narrative legitimacy. Many long-duration winners didn’t start with broad Wall Street consensus — they started when a small number of influential analysts began paying attention seriously. 2️⃣ Why this feels like early $PLTR The comparison to early $PLTR is telling. Back then, Palantir struggled for recognition until voices like Dan Ives reframed it as infrastructure, not just software. Once that mental model clicked, institutional interest followed. $IREN today sits in a similar zone — misunderstood, under-modeled, and early in its pe
💥🧨 Wedbush Starts $IONQ at Outperform: Why This Is About Commercial Inflection, Not Quantum Hype 1️⃣ An initiation that signals timing, not curiosity Wedbush initiating coverage with an Outperform rating and a $60 price target isn’t about discovering quantum computing. It’s about timing. The call suggests $IONQ is moving from “interesting architecture” to “early commercial platform,” which is where institutional attention usually begins to concentrate. 2️⃣ 25 years of research matters only if it converts to systems IonQ’s trapped-ion architecture has been studied for decades, but Wedbush’s emphasis isn’t academic prestige. The point is that this approach has now matured enough to support real-world systems with stability and scalability advantages, rather than remaining a lab-bound experim
A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028. • At the top of the stack are the companies that create the power itself like nuclear fuel producers, turbines, backup generators & renewables from names like $CCJ, $LEU, $OKLO, $GEV, $FSLR & $UUUU that produce the raw power inputs the AI buildout depends on. • In the middle are the operators like $NEEM $VST, $TLN & $NRG who take those raw inputs & convert them into the dependable electricity that data centers rely on. • At the bottom of the stack are the companies that keep the grid stable, including long-duration storage & battery names like $TSLA, $EOSE, $QS, $MVST & $FLNC. All three layers now move together because
$TSLA 🇩🇪 Gigafactory Berlin is about to get a massive upgrade 'soon' 🚀 While the production targets are set, the details reveal a much bigger commitment: 💰 Investment reality check: The planned investment is actually nearly €1 Billion—signaling a massive bet. 🏗 Infrastructure strategy: This expansion requires no new buildings and zero additional water consumption. The new lines will be installed in existing empty spaces within the current facility, utilizing permits that are already in hand. 👷 Job growth: A "substantial three-digit number" of new jobs (hundreds of roles) will be created immediately, adding to the 11,000 employees already on site. 🔄 The context: This move officially reactivates plans that were previously "on ice" due to US tax incentives. Tesla admits that while manufacturi
GOOD NEWS 🇮🇱 Autonomous driving is on the horizon for Israel: $TSLA is currently hiring Vehicle Operators in Tel Aviv, marking a significant step toward the future deployment of FSD in the country 🔥
💥📊 BREAKING: Amazon in Talks to Invest $10B+ in OpenAI, Valuation $500B+ According to The Information, Amazon is reportedly in discussions to invest more than $10B into OpenAI, implying a valuation north of $500B. At the same time, OpenAI plans to use Amazon’s Trainium AI chips for parts of its training and inference workloads. This is a clear strategic win for $AMZN. Why this matters: 1️⃣ AWS is no longer just selling compute — it’s embedding itself directly into OpenAI’s growth curve. Capital + chips + cloud equals long-term workload lock-in. 2️⃣ Trainium isn’t about replacing GPUs; it’s about owning where the models run. If OpenAI scales on AWS, Amazon wins regardless of chip mix. 3️⃣ This marks another escalation in the cloud arms race, where hyperscalers compete not just on price, but
⚡🚀 Inside the trillion-dollar AI economy — the division of labor is already remarkably clear. This isn’t about who is doing AI. It’s about who occupies an irreplaceable position in the AI value chain. Layer 1: Compute & infrastructure (the foundation) • $NVDA — the compute standard almost every AI system runs on • $AMD — scaled alternative compute, shaping whether the future becomes a duopoly • $AVGO — silicon and high-speed networking that connects AI systems, the “nervous system” of AI Layer 2: Cloud platforms & enterprise access (the pipes) • $MSFT — packages AI into enterprise software and cloud, making AI a default capability • $AMZN — converts AI demand into durable cloud and logistics monetization • $ORCL — locks in enterprise AI workloads through OCI with high-stickiness us
💥📊 $AMZN $NVDA BREAKING via The Information — this is a power-shift signal inside the AI stack. Key points: • Amazon is reportedly in talks to invest $10B+ into OpenAI, implying a $500B+ valuation • OpenAI plans to use Amazon’s Trainium AI chips for parts of its training and inference First-order takeaway: 👉 Bullish Amazon 👉 Not structurally bearish for $NVDA, $AMD, or $AVGO The knee-jerk market read will frame this as “custom chips vs GPUs.” That’s the wrong lens. Why this is a real win for $AMZN: 1️⃣ AWS is moving from “AI infrastructure provider” to strategic co-owner of demand This isn’t just selling compute — it embeds OpenAI’s growth curve directly into AWS usage. 2️⃣ Trainium isn’t about replacing GPUs — it’s about locking workloads If the model runs on AWS, Amazon wins regardless o