I will add $250,000 to it making it $500,000!! Debate him!!

OMG!! 😳 Cantor: reflecting the overall market sell off and lower overall multiples, our $WDC new price target is $625 from $900…

*KOSPI -4% *SAMSUNG -5% *SL HYNIX -4% 🩸🩸CLOSE KOREA!!!! 🇰🇷🩸🩸

If you’re an AI investor, the next “alpha” is literally on our face right now…. So today an AI hacking group just went after 400+ banks with almost no humans in the loop. A team of agents scouted targets, stole passwords and broke into accounts. When one model refused, the system simply switched to another and the security firm that caught it says offense is now well ahead of defense…think about that for a second. If you’re in the Trump admin or any government official in the western world or allied with the United States, you’ve got a mandate to protect your “sovereignty” and citizens. This is obviously a major national security threat and I’ve tried to talk about it as much as I can on national TV and on X. When this attack was reported, Anthropic and the other US labs shut the hackers out. Their models run on their own servers, so they can see abuse, trace it and pull the plug. That's the whole ballgame imo which takes me to my next point… You can't do any of that with an open model. Once the weights are downloaded, they're out forever. There's no off switch, no audit trail and no one to call. A model sitting on someone's hard drive can't be revoked…which nobody wants if such attack happens. And btw this is only the beginning…think about where this goes from here… Today it's passwords at banks in Latin America. As these models get smarter, the same playbook works on hospitals, power grids and payment systems. No government can tell its citizens that frontier level intelligence will stay freely downloadable by anyone (even by adversaries or terrorists), anywhere, with zero oversight. Especially when some of the most capable open models come from labs outside US jurisdiction. So I think we're heading toward a "know your customer" era for AI, the same way banks have to know who they're moving money for. Expect licensing for the most powerful models, real accountability for whoever serves them, and a ban on open weight Chinese models above a certain capability level of all as a whole. It’s not so crazy to think that’s going to happen because early this summer the Trump admin banned an “American” made fable mythos model from Anthropic for its godly hacking capabilities. So if they’re going to do that for American models what makes you think they won’t do it to Chinese models? It’s a no brainer… Every one of those rules points the same way…toward labs that can control, monitor and shut down how their models are used. That's the new moat and it's one money can't easily buy. Compliance, monitoring and abuse detection take years to build. Enterprises and banks will start asking a simple question before they plug in any AI: who's accountable if it goes wrong? Anthropic, OpenAI, SpaceXSI and Google can answer that. A model downloaded off the internet can't… And as public markets investors there's an infrastructure angle. If frontier AI has to run where it can be watched, it runs in datacenters, not on random machines. Centralized inference means more demand for the hyperscalers, the chips $AMD/ $NVDA and the memory $MU and $SNDK behind them and as of today’s closing prices we think they’re totally undervalued and misunderstood. And to be fair, open models have real value and no regulation will be simple. The hackers used US models too…the difference is that the US labs could cut them off. That's exactly the point I’m trying to make. Safety after today will starts to look like the most valuable feature a model can have…limit up!

*TOM LEE: BUYING THE SEMIS DIP *LEE: THERES NO BUBBLE *LEE: FED TURNING DOVISH *LEE: WE’RE CLOSE TO THE BOTTOM

*OPENAI NEARS UP TO $30B FUNDING ROUND AT $1.25T VALUATION:CNBC And you’re bearish?? Ok

OMG!!! $BE just blew past every number. Revenue was $1.24B vs $1.05B expected, an 18% beat. EPS was $0.94 vs $0.68, a 38% beat. Gross margin improved to 34.5%. Then it raised the year. 2026 revenue is now guided to $4.4–4.6B vs $4.1B expected, and EPS to $3.10–3.40 vs $2.73. And Bloom is joining the S&P 500, which brings a wave of index buying. This quarter proves hyperscalers are paying for it and faster than anyone modeled. Operating cash flow was slightly negative as Bloom builds capacity for all this demand…but the stock doesn’t deserve to go down 7%. What does this market want…

WOW!! $WDC just crushed it. Revenue was $4.38B vs $4.13B expected, up 55%. EPS was $4.64 vs $4.07, a 14% beat, and up 161%. Gross margin hit 58.1%, above the 55–56% guide and up 14 points in a year. The guide is even bigger. Next quarter is now guided to $5.0–5.2B of revenue vs $4.57B expected, and EPS of $5.60–6.00 vs $4.78. That's a midpoint 21% above the Street. Gross margin is guided to 60–61%. A hard drive company with 60% margins. They also bought back $1B of stock this quarter and raised the dividend 17%.

WTS: Every AI model, every agent and every robot creates data and it has to live somewhere. Most of it ends up on hard drives. $WDC reports tonight, guiding to ~$4.1B of revenue, up ~45%, with EPS around $4.08, more than double a year ago. Gross margin is guided to a record 55–56% and drives keep getting bigger 40TB now, then 44TB and 50TB next year. At ~15x earnings it's still priced like a cyclical not an AI winner. We're Overweight with a $613 PT.

WTS: $BE isn't cheap and after a 160% run, expectations are high. Options are pricing in a move of about 11% on the print. But the problem Bloom solves, getting power to Al data centers fast, is getting bigger. Today the Street wants ~$1.07B of revenue, up 30%, and EPS around $0.68, versus $0.15 a year ago. Full year revenue is guided to roughly double, and analysts have raised estimates 17 times in three months without one cut. We rate Bloom Energy Overweight with a $334 price target, 40% upside.

*META FILING SHOWS OVER $800B IN FUTURE COMMITMENTS 🤯🤯 - $META's Q3 10-Q lists about $356B in data center and energy leases that have not started yet, running through 2036. - It also lists about $455B in noncancelable commitments, mostly third party cloud capacity like $CRWV & $NBIS plus servers and network gear. - About $121B of those commitments come due in 2027. How much does $META need to raise for this arm race? The most interesting part about this is all the most successful and savvy CEOs are spending money like crazy on this “AI trade” and the companies that are supposed to get the money are being sold off. We won’t be here for long…

We’ve entered “extreme fear” territory on this selloff. Cannot believe $SPCX guided up for 500B-1T in the next year in revenue and the market is selling it off. Never seeing this market irrationality before. It makes no sense

*ACKMAN: $NFLX IS SUPER HIGH QUALITY BUSINESS *ACKMAN: CONFIDENT IN THE $NFLX TEAM *ACKMAN: NOBODY WANTS TO CANCEL THEIR NETFLIX SUBSCRIPTION

*ACKMAN: IRAN WAR IS WELL EXECUTED *ACKMAN: SUPPORTIVE OF THE IRAN WAR *ACKMAN: FINISH IRAN AND RUSSIA AND INFLATION WILL COME DOWN *ACKMAN: NOBODY LIKES HIGH ENERGY PRICES THATS WHY THE IRAN WAS IS UNPOPULAR IN THE US

*BILL ACKMAN: INVESTORS SHOULD INVEST IN ISRAEL *ACKMAN: IF SILICON VALLEY WAS A COUNTRY IT’D BE ISRAEL

It’s happening…

*BLACKSTONE PRESIDENT WE DONT SEE AN AI BUBBLE. $CRWV WILL BE FINE When you think about a bubble, you think about building capacity and then hoping the demand comes. With AI you're building capacity & you're hoping you can keep up with the demand. Demand for AI is parabolic…

Dude if $NVDA is not willing to help $CRWV idk who would… Jensen: we invested in them... ($NBIS $CRWV) that's different than backing them…expect them to work on their own to get the financing they need…