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Replying to @Tazerface16 @elpear444
Also. X was US Steel on the djia. Bringing X to market will create a lot of buzz and conmanship like Trump did in the early 90s
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NVIDIA just printed a number that shouldn't be real.
$68.1 billion in one quarter.
That's more revenue in 90 days than the entire company made in fiscal year 2023.
The Data Center division alone did $62.3 billion.
In January 2020, that same division did $1 billion.
That's a 6,300% increase in six years.
No company in history has scaled revenue this fast.
But here's the part Wall Street is really focused on.
Not the record quarter, that's the past.
It's the guidance.
NVIDIA told the market to expect $79.6 billion next quarter.
They expect to make even more.
The gross margin is roughly 75%.
That means for every dollar that flows through NVIDIA, they keep 75 cents before even paying employees.
This is a hardware company with software economics.
There is no comparison in industrial history.
Free cash flow hit $34.9 billion.
Up $20 billion from the same quarter last year.
That's more cash generation in one quarter than Ford, GM, and Stellantis combined generate in a year.
From selling chips.
Here's what nobody is talking about.
NVIDIA said it has visibility to $500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026.
The demand isn't slowing; it's accelerating.
The next-generation Rubin chip is already being fabricated at TSMC.
It arrives second half of this year.
NVIDIA isn't just winning the AI race.
They're lapping everyone else while designing the next track.
At current guidance, NVIDIA is on pace for $318 billion in annual revenue.
The company is now worth $4.76 trillion.
Five years ago it was worth $300 billion.
One company has captured the entire economic engine of artificial intelligence.
And they're just getting started.
BREAKING: Nvidia stock, $NVDA, extends gains to +4% after posting a record quarter, adding +$190 BILLION in market cap.
Earnings results include:
1. Record quarterly revenue of $68.1 billion
2. Q1 2026 revenue guidance of $79.6 billion
3. Data Center revenue up ~+1,200% since ChatGPT
4. Gross margin of ~75%
5. Free cash flow of $34.9 billion, up nearly +$20B YoY
Absolutely massive quarter by Nvidia.
Art of the Day! "Morning in Monterey Bay". Buy at: ArtPal.com/steveabrams?i=330…
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That was fun #Robinhood The big game. Clicked within a second. Still
No. @RobinhoodApp
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380
Art of the Day! "Illustrated Sunrise". Buy at: ArtPal.com/steveabrams?i=330…
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5
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🚨#BREAKING: Reuters reports that U.S. ground forces and United States Air Force assets are currently on the ground and active in and around Caracas, Venezuela. Multiple explosions have been reported and observed across the capital as operations continue.
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BREAKING: The United States appears to have begun bombing Venezuela. Massive airstrikes are underway. War is here.
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ÚLTIMO MOMENTO🚨🚨
Se reporta la muerte del dictador Nicolás maduro, Estados Unidos bombardeó el Palacio de Miraflores.
#venezuela #NicolasMaduro #usa
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Venezuela'nın başkenti Caracas'ta bir sivil, ABD'nin düzenlediği bombardımanından kaçmaya çalışıyor...
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🚨AHORA: Misiles caen en Caracas, Venezuela
Readers added context they thought people might want to know
Misinformation!
This is an old video from Israel-Iran tensions. Nothing to do with the situation between the USA and Venezuela.
x.com/dintentdata/st…
youtube.com/shorts/kUSt3YH…
ynetnews.com/article/r1wbdl…
en.abna24.com/news/1698215/V…
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hay un aumento significativo de la seguridad militar alrededor del Palacio de Miraflores y hay panico en las calles. No hay información sobre si Nicolás Maduro está físicamente presente en la sede TODO el personal está siendo evacuado del sitio. #venezuela #caracas
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🤖 As per reports from various sources, OpenAI is preparing Agent Builder, a visual canvas to compose agent workflows, with an announcement expected at DevDay.
i.e. drag and drop flow design, MCP connectors, and built-in guardrails for production agents.
Compared to n8n or Zapier, the aim is native agents rather than generic web automation, so tools and context come through standard MCP instead of ad hoc APIs.
The canvas includes logic nodes like if else and loops, plus file search and data transforms, so multi-step plans fit in one graph.
Templates cover customer support, data enrichment, Q&A, and document comparison, which cuts setup time for common jobs.
Flow creation lives in a dedicated UI with a component palette, and there are preview and testing modes before publish.
Under the hood this lines up with OpenAI’s Agents SDK, Responses API, and observability that trace tool calls and steps.
Connectors and approvals match the broader ChatGPT agent work, where authenticated actions and scheduled runs are first class.
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testingcatalog .com/openai-prepares-to-release-agent-builder-during-devday-on-october-6/
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this seems very cool but not how I think about agents
an agent should be able to be given tools and decide what to do itself, including spinning off subagents, like Claude Code
these look more like AI powered workflows, like Zapier with LLMs
the rumor is openai drops “agent builder” tomorrow and wow, if that's true thats a BIG DEAL
for the 12 months, people have been stitching together tools like n8n, zapier, make, vapi, and claude workflows to simulate autonomy.
it worked but it was duct tape.
now IMAGINE that entire stack, native to openai, with one-click access to MCP, chatkit widgets, and every model they’ve trained (no API chaos. no patchwork. one smooth canvas)
this is what happens when ai moves from tool to infrastructure.
before: you needed 10 tabs, 5 plugins, and a weekend to build an agent.
after: you’ll drag a few blocks, add logic, hit “publish,” and deploy a production-ready workflow.
what app store did for software, agent builder COULD do for intelligence.
it’s the beginning of the “no-code ai economy,” where building an autonomous agent is as simple as building a notion template. developers get leverage.
non-technical founders get superpowers. businesses get workflows that run 24/7 without ops teams.
openai might launch the app store for intelligence tomorrow.
the DOWNSTREAM effects:
- zapier and n8n lose their monopoly on automation
- claude and perplexity become upstream research assistants for agent networks
- indie agents replace indie apps
– data becomes the new code
tomorrow's dev day should be INTERESTING.























