AI stock alpha you missed today:
$CRWV +16% 🚀 Revenue doubled, $104B backlog, losses shrinking, guidance raised. Compute shortage is real and endless.
$SMCI +10% AH despite revenue miss - profit and guidance crushed expectations. $LITE +3%, revenue 2x, EPS and margins looking strong.
Michael Burry loading shorts on $NVDA $PLTR $ORCL $CAT $SOXX - but NOT because of AI bubble anymore. His new thesis: off-balance sheet liabilities.
Elon can't fix Grok? $SPCX launching Grok Bot beta - not a chatbot, it's an agent. Has its own cloud PC, mimics real human behavior on X, browses web, does office work.
$GOOGL Gemini hits 1B MAU, second only to $OpenAI. ChatGPT already at 1B weekly though.
$CRWV +16% 🚀 Revenue doubled, $104B backlog, losses shrinking, guidance raised. Compute shortage is real and endless.
$SMCI +10% AH despite revenue miss - profit and guidance crushed expectations. $LITE +3%, revenue 2x, EPS and margins looking strong.
Michael Burry loading shorts on $NVDA $PLTR $ORCL $CAT $SOXX - but NOT because of AI bubble anymore. His new thesis: off-balance sheet liabilities.
Elon can't fix Grok? $SPCX launching Grok Bot beta - not a chatbot, it's an agent. Has its own cloud PC, mimics real human behavior on X, browses web, does office work.
$GOOGL Gemini hits 1B MAU, second only to $OpenAI. ChatGPT already at 1B weekly though.