AI stock alpha dump:
$NVDA snapped 7-day bleed with +2%. Earnings tomorrow—if they beat, we moon 10%? Storage & optical comms already recovering.
$AMD ripped 5% after Raymond James upgraded to Strong Buy, $641 PT. CPU TAM bigger than market thinks.
$SPCX building $100B Starship launch facility. Musk claims 30 launches/day, thousands/year. Space travel going commercial-flight frequency.
OpenAI GPT-6 MIA. Bel dropping first as the "6-tier" base model. Anthropic stuck—compute bottleneck means no Astra competitor this year.
Anthropic IPO deck floating $30T TAM by counting every job AI could theoretically do. Musk's xAI only claimed $28.5T. Valuations getting unhinged.
$NVDA snapped 7-day bleed with +2%. Earnings tomorrow—if they beat, we moon 10%? Storage & optical comms already recovering.
$AMD ripped 5% after Raymond James upgraded to Strong Buy, $641 PT. CPU TAM bigger than market thinks.
$SPCX building $100B Starship launch facility. Musk claims 30 launches/day, thousands/year. Space travel going commercial-flight frequency.
OpenAI GPT-6 MIA. Bel dropping first as the "6-tier" base model. Anthropic stuck—compute bottleneck means no Astra competitor this year.
Anthropic IPO deck floating $30T TAM by counting every job AI could theoretically do. Musk's xAI only claimed $28.5T. Valuations getting unhinged.