Tag: Google

$PLTR is one of the only software platforms that plausibly becomes more important in an agentic world rather than less important.

The market can argue about how expensive it is but it is much harder to argue that the problem it solves is going away.

IS SOFTWARE DEAD? | IWTB STREAM

$NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $NKTR, $DUOL, $MNDY, $JMIA

https://x.com/i/broadcasts/1OyKAjLgYjoGb

The old SaaS playbook was solve a pain point, charge per seat and compound NRR through product quality and distribution.

The new bar is whether AI has to pass through you to get work done.

$ASTS successfully deployed its BlueBird 6 satellite in orbit, featuring what it says is the largest commercial communications array ever deployed in LEO.

The satellite targets peak speeds up to 120 Mbps, with plans for 45–60 launches by the end of 2026.

$MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway.

The ramp targets AI and HPC workloads, signaling faster-than-expected execution in advanced memory.

The market is underestimating how much of this cycle is being driven by real workloads.

Training, inference and agentic systems are already consuming capacity as fast as it comes online with the real bottlenecks still being power and memory supply.

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OUR $GOOGL PRE-EARNING THOUGHTS

OUR THOUGHTS ON $GOOGL UNIVERSAL COMMERCE ANNOUNCEMENT

THE MARKET IS STILL MISPRICING $GOOGL WAYMO

Why Google Won’t Kill Nvidia’s GPU Demand

WHY $GOOGL IS BUILT TO WIN IN THE AI ECONOMY

What Google TPUs Really Mean for Nvidia

Why AI Won’t Kill Google

Why OpenAI Is Now Running on Google’s Chips

Why Every Hyperscaler Is Designing Its Own Silicon

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