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@Beth_Kindig "Alphabet $GOOG reported $XXXX in EPS in Q2 up XX% YoY while revenue rose XX% YoY to $XXXX billion. Search revenue rose XX% YoY to $XXXX billion while Cloud revenue accelerated X points to XX% YoY to $XXXX billion. $MSFT $AMZN"
@Beth_Kindig on X 2025-07-23 20:12:10 UTC 161K followers, 72.3K engagements

"TSMC $TSM reported record profit of NT$398.27 billion in Q2 up nearly XX% YoY or $XXXX per share. Revenue was $30.1B for the quarter up XX% QoQ and well ahead of initial guidance for $28.4-29.2B. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig on X 2025-07-17 13:43:20 UTC 161K followers, 45.5K engagements

"When Nvidia $NVDA was valued at $XXX billion I stated it would become the world's most valuable companies. It's now surpassed $X trillion and counting"
@Beth_Kindig on X 2025-07-18 18:53:04 UTC 161K followers, 69.8K engagements

"Robinhood $HOOD CEO Vlad Tenev said that nearly XXX% of the companys software engineers are using AI tools such as Cursor or Windsurf to write code with nearly XX% of all code being AI generated. $GOOG $AMZN $MSFT $GTLB"
@Beth_Kindig on X 2025-07-23 15:40:00 UTC 161K followers, 25.3K engagements

"CoreWeave $CRWV says the $CORZ deal will add XXX GW of power to its footprint with X GW+ available for future expansion. $NVDA"
@Beth_Kindig on X 2025-07-07 12:47:16 UTC 161K followers, 29.2K engagements

"OpenAI said that its 4.5GW Stargate expansion with Oracle $ORCL brings the project to more than 5GW under development and is expected to house more than X million GPUs. $NVDA $MSFT"
@Beth_Kindig on X 2025-07-22 14:21:36 UTC 161K followers, 25.8K engagements

"AI search startup Perplexity AI raised $100M at an $18B valuation said to be an extension of its funding round from a few months ago valuing it the Google $GOOG competitor at $14B. $MSFT"
@Beth_Kindig on X 2025-07-18 01:07:01 UTC 161K followers, 21K engagements

"HSBC last week upgraded $AMD to Buy and doubled its price target to $XXX saying that it expects the MI355 GPUs to command a $25K ASP up materially from prior assumptions for $15K potentially driving upside to FY26 AI revenue"
@Beth_Kindig on X 2025-07-17 20:51:28 UTC 161K followers, 51.4K engagements

"Meta $META CEO Mark Zuckerberg announced that the company is building multiple GW-scale data centers with the first GW cluster Prometheus expected to come online in 2026. $NVDA $AMD $AVGO"
@Beth_Kindig on X 2025-07-14 18:07:14 UTC 161K followers, 81.3K engagements

"xAI has 230K GPUs with 30K $NVDA GB200s operational in its Colossus X supercluster for training Grok. At Colossus X Musk announced that the first batch of 550K $NVDA GB200s and GB300s will start going online in a few weeks"
@Beth_Kindig on X 2025-07-23 12:37:53 UTC 161K followers, 47.3K engagements

"Broadcoms $AVGO CoWoS allocation is forecast to rise XX% YoY in FY26 to 123K wafers and another XX% YoY to 177K wafers in FY27 per HSBC supporting sustainable growth at a XX% CAGR for AI revenue. $TSM $NVDA $AMD"
@Beth_Kindig on X 2025-07-11 21:17:48 UTC 161K followers, 28.7K engagements

"Global AI server shipments are forecast to rise XXXX% YoY in 2025 per TrendForce on continued demand from hyperscalers and OEMs. $NVDA $AMD $AVGO $DELL $SMCI"
@Beth_Kindig on X 2025-07-20 16:07:06 UTC 161K followers, 36.4K engagements

"TSMC $TSM guided for Q3 revenue of $31.8-$33.0B ahead of consensus at $31.8B and pointing to growth of XXXX% YoY at midpoint. For 2025 TSMC raised its revenue growth guidance from the mid-20% range to "close to 30%" benefitting from robust AI demand. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig on X 2025-07-17 14:31:57 UTC 161K followers, 29.5K engagements

"While Dell $DELL and others have likely started early production of Nvidias $NVDA Blackwell Ultra systems larger scale shipments of the GB300 NVL72 are expected to ramp in September. $SMCI $AMD $CRWV"
@Beth_Kindig on X 2025-07-23 16:57:41 UTC 161K followers, 23.3K engagements

"Anthropic is said to be in early talks with investors to raise funding at a $100B+ valuation up from its last valuation of $61.5B from its $3.5B raise in March. $AMZN $GOOG $MSFT $NVDA"
@Beth_Kindig on X 2025-07-22 21:25:39 UTC 161K followers, 21.8K engagements

"TSMC $TSM is expected to report record profit of NT$377.4 billion ($12.9B) in Q2 up XX% YoY after reporting Q2 revenue up XXXX% YoY to NT$933.8 billion driven by robust AI demand. $NVDA $AMD $AVGO $AAPL"
@Beth_Kindig on X 2025-07-16 22:51:39 UTC 161K followers, 40.1K engagements

"TSMCs $TSM HPC revenue rose more than XX% YoY in Q1 to over $XX billion while May saw strong AI momentum continuing to drive growth with monthly revenue up XXXX% YoY. $NVDA $AMD $AVGO"
@Beth_Kindig on X 2025-06-17 21:23:17 UTC 161K followers, 18.1K engagements

"ServiceNow's $NOW RPO grew XX% YoY to $XXXX billion accelerating from XX% in Q1 while current RPO rose XXXX% YoY to $XXXXX billion. $NOW also guided for Q3 subscription growth of 20-20.5% YoY to $3.26-3.265B. $CRM $AMZN $GOOG"
@Beth_Kindig on X 2025-07-23 21:53:57 UTC 161K followers, 16.8K engagements

"Oracle $ORCL CEO Safra Catz was the top insider seller in Q2 unloading more than $1.8B in shares outpacing $DELL CEO Michael Dell's $1.22B in sales $AMZN Jeff Bezos' $737M and $RBLX CEO David Baszucki's $631M per Bloomberg"
@Beth_Kindig on X 2025-07-14 14:37:33 UTC 160.9K followers, 17.1K engagements

"Broadcom $AVGO last week launched its Tomahawk Ultra networking chip built on TSMCs $TSM 5nm node offering ultra-low 250ns latency at 51.2T throughput. Broadcom says the switch can link together 4x as many chips as Nvidias $NVDA NVLink Switch"
@Beth_Kindig on X 2025-07-24 16:08:19 UTC 161K followers, 15.9K engagements

"Cisco $CSCO disclosed a 1.06M share stake in CoreWeave $CRWV worth $140M at current prices"
@Beth_Kindig on X 2025-07-11 13:59:46 UTC 161K followers, 32.6K engagements

"Alphabet $GOOG is expected to report XXXX% growth in EPS to $XXXX in Q2 with revenue rising XXXX% to $XX billion. Cloud growth is expected to be XX% YoY while Search ads are expected to grow X% YoY. $AMZN $MSFT $GOOGL"
@Beth_Kindig on X 2025-07-23 15:59:50 UTC 161K followers, 29.1K engagements

"In this week's newsletter I break down Oracles $ORCL AI cloud acceleration Stargate economics and if Oracle has what it takes to become the next $X trillion AI stock. Hitting inboxes tomorrow morning -- link in bio"
@Beth_Kindig on X 2025-07-18 01:05:28 UTC 161K followers, 19.2K engagements

"Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI focusing on security operation centers identity and access management and automating AI and data security"
@Beth_Kindig on X 2025-07-15 21:51:00 UTC 161K followers, 13.6K engagements

"I recently joined @cvpayne to discuss the rapid growth were seeing in the AI inference market and which AI stock I believe could outpace Nvidias $NVDA returns over the next 2-3 years"
@Beth_Kindig on X 2025-07-16 00:58:10 UTC 161K followers, 37.3K engagements

"For the first half of the year TSMC $TSM reported NT$1.77 trillion in revenue up XX% YoY on robust AI demand. $NVDA $AAPL $AMD $AVGO"
@Beth_Kindig on X 2025-07-10 22:53:46 UTC 161K followers, 59.2K engagements

"Chip materials manufacturer and TSMC $TSM supplier GlobalWafers is boosting its US investments to $7.5B as TSMC boosts its fab and advanced packaging presence in the US. $NVDA $AMD $AVGO $AAPL $QCOM"
@Beth_Kindig on X 2025-05-22 16:16:43 UTC 161K followers, 19.9K engagements

"Amazons $AMZN AWS could generate $XXX billion in revenue from Anthropic in 2025 per Morgan Stanley with revenue forecast to grow to nearly $X billion in 2026 and $XXX billion by 2027. $MSFT $GOOG $META $ORCL"
@Beth_Kindig on X 2025-07-18 14:50:05 UTC 161K followers, 73.5K engagements

"OpenAI is reportedly planning to launch an AI-powered browser built on Google's $GOOG open-source engine Chromium in the next few weeks potentially featuring a native-ChatGPT interface or its Operator AI agent. $MSFT $NVDA"
@Beth_Kindig on X 2025-07-10 18:24:05 UTC 160.9K followers, 34.1K engagements

"HSBC estimates that Broadcoms $AVGO ASIC revenue could rise as much as XXX% YoY next year to $XXXX billion fueled by Googles $GOOG TPU ramp driving a XX% YoY increase in ASIC ASPs"
@Beth_Kindig on X 2025-07-19 15:54:03 UTC 161K followers, 66.2K engagements

"AI server shipments are expected to accelerate through 2026 with Goldman Sachs projecting shipments rising XXXX% to XXXX million in 2025 before accelerating to XXXX% YoY to XXXX million in 2026. $NVDA $AMD $AVGO $MU $TSM"
@Beth_Kindig on X 2025-07-12 20:06:46 UTC 161K followers, 77.4K engagements

"TensorWave says it has launched the largest AMD-based GPU cluster in North America featuring 8192 of its MI325X GPUs offering XX exaFLOPS of performance. $AMD $NVDA"
@Beth_Kindig on X 2025-07-22 21:49:09 UTC 161K followers, 31K engagements

"ServiceNow $NOW reported revenue of $XXXX billion up XXXX% while adjusted EPS of $XXXX beat estimates for $XXXX. Now Assist is "firmly on track" to reach its $X billion ACV target by 2026. $CRM $MSFT $AMZN $GOOG"
@Beth_Kindig on X 2025-07-23 20:35:52 UTC 161K followers, 33.9K engagements

"Inference is expected to see its share of cloud workloads rise quickly over the next two years from an estimated XX% in 2025 to XX% by 2027. $NVDA $AMD $NET $MSFT $GOOG $AMZN"
@Beth_Kindig on X 2025-07-19 18:22:39 UTC 161K followers, 46K engagements

"Google Cloud $GOOG operating margin expanded significantly in Q2 up more than X points YoY to XXXX% as operating income rose more than XXX% to $2.83B. $MSFT $AMZN"
@Beth_Kindig on X 2025-07-23 20:16:48 UTC 161K followers, 38.5K engagements

"AI chip startup Groq has launched its first European hub in Helsinki Finland in partnership with Equinix expanding internationally as inference demand surges. $NVDA $AMD $AVGO"
@Beth_Kindig on X 2025-07-10 19:40:08 UTC 161K followers, 15.7K engagements

"GPUs are expected to maintain the majority share of these AI server shipments at nearly XX% in 2025 and XX% in 2026. $NVDA $AMD $AVGO $DELL $SMCI"
@Beth_Kindig on X 2025-07-13 15:52:45 UTC 161K followers, 50.2K engagements

"Only a few years ago in 2021 it was popular belief that Nvidia $NVDA would struggle to overcome Ethereum's merge to proof of stake causing a XX% drop in the stock around that time. Today Nvidia is worth more than the entire crypto market"
@Beth_Kindig on X 2025-07-22 22:17:06 UTC 161K followers, 32.9K engagements

"70000 customers now use Arm-based $ARM chips in data centers up 14x in just four years per Reuters while its developer base has risen 1.5x to XX million over the same period. $NVDA $AMD $INTC $AVGO"
@Beth_Kindig on X 2025-07-17 22:18:00 UTC 161K followers, 36.1K engagements

"xAI was recently said to be in discussions to lease data center capacity in Saudi Arabia with HUMAIN potentially offering multiple gigawatts of capacity. $NVDA $AMD"
@Beth_Kindig on X 2025-07-18 20:04:12 UTC 161K followers, 26.4K engagements

"AI is being used increasingly more in coding at Big Tech firms and helping accelerate launch times for new products with AI said to be assisting in XX% of coding at Google $GOOG and XX% at Microsoft $MSFT"
@Beth_Kindig on X 2025-07-20 14:32:35 UTC 161K followers, 31.9K engagements

"OpenAI has launched an AI agent for ChatGPT combining its Operator task-execution capabilities with deep multi-task research. Users can also connect to apps such as Gmail or GitHub to help execute tasks with Pro Plus and Team tier subscribers having access to the new agent. $MSFT $GOOG $AMZN $NVDA"
@Beth_Kindig on X 2025-07-18 17:49:12 UTC 161K followers, 28K engagements

"Global data center power demand to rise at a XX% CAGR from 2023 to 2028 accelerating from a XX% CAGR. Generative AI is a primary driver with power demand expected to grow at a XX% CAGR per BCG. $NVDA $MSFT $GOOG $AMZN $META"
@Beth_Kindig on X 2025-07-15 21:29:42 UTC 161K followers, 25.9K engagements

"Amazons $AMZN AWS is expected to double shipments of its in-house custom silicon chips this year while deployments of Metas $META MTIA chips are expected to double by 2026 per TrendForce. $GOOG $NVDA $AVGO $MRVL $AMD"
@Beth_Kindig on X 2025-07-08 18:45:59 UTC 161K followers, 34.9K engagements

"IBM $IBM CEO Arvind Krishna: "Our generative AI book of business continues to accelerate and now stands at more than $XXX billion." This is up from $X billion in Q1"
@Beth_Kindig on X 2025-07-23 21:55:54 UTC 161K followers, 12.6K engagements

"Amazon is estimated to have around 5000000 servers deployed globally across more than XXX data centers to support cloud computing demand. $AWS"
@Beth_Kindig on X 2025-07-04 12:30:00 UTC 160.9K followers, 28.2K engagements

"Google $GOOG said it will spend $25B on AI infrastructure and data centers in the PJM grid region over the next X years and will also spend $3B modernizing two hydropower plants in Pennsylvania to meet growing AI data center power demand. $NVDA $MSFT $META $AMZN"
@Beth_Kindig on X 2025-07-15 12:47:53 UTC 161K followers, 22.9K engagements

"JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcoms 2027 SAM forecast higher"
@Beth_Kindig on X 2025-07-16 15:48:52 UTC 161K followers, 35.1K engagements

"Nvidia $NVDA Intel Capital $INTC and Google $GOOG are backing AI startup AI21 Labs' $300M Series D round which develops LLMs for enterprise use cases"
@Beth_Kindig on X 2025-05-20 18:06:16 UTC 160.9K followers, 19.7K engagements

"If Robinhoods $HOOD crypto trading volumes track the spot market in June trading volumes could fall nearly XX% QoQ which could result in a $100M QoQ decline in crypto transaction revenue in Q2. $COIN $BTC $ETH"
@Beth_Kindig on X 2025-07-17 00:36:49 UTC 161K followers, 33K engagements

"Anthropic is estimated to have a X% market share in generative AI services lagging behind OpenAI at 17%. $MSFT $GOOG $AMZN $NVDA"
@Beth_Kindig on X 2025-07-18 16:48:20 UTC 161K followers, 53.1K engagements

"Uber $UBER and Baidu $BIDU recently partnered to launch robotaxis on Uber's platform with the first vehicles expected to be available in Asia and the Middle East later this year with future rollouts in Europe and Oceania. $TSLA $PONY $WRD $GOOG"
@Beth_Kindig on X 2025-07-18 20:08:44 UTC 161K followers, 23.5K engagements

"Nvidia $NVDA and Snowflake $SNOW in LLM startup Reka AI's $110M funding round valuing the firm at more than $1B"
@Beth_Kindig on X 2025-07-22 17:00:56 UTC 161K followers, 22.4K engagements

"Nvidia $NVDA versus AMD $AMD -- not in terms of market share. Rather which one has the highest returns by 2028 over a 3-year period"
@Beth_Kindig on X 2025-06-18 15:15:40 UTC 160.9K followers, 100.4K engagements

"ServiceNow $NOW is expected to report XXXX% earnings growth to $XXXX in Q2 with revenue rising XXXX% to $XXXX billion. ServiceNow's Now Assist ACV contribution is expected to reach $1B by the end of 2026 up from $250M in May. $GOOG $AMZN $MSFT $CRM"
@Beth_Kindig on X 2025-07-23 18:51:40 UTC 161K followers, 25.5K engagements

"Global data created is forecast to nearly double from XXX zettabytes in 2024 to XXX zettabytes by 2027 driven by increased AI consumption. This is nearly 9x growth in less than a decade from XX ZB in 2018. $MSFT $GOOG $AMZN $SNOW $NVDA"
@Beth_Kindig on X 2025-07-21 17:57:08 UTC 161K followers, 23K engagements

"Nvidias $NVDA next-generation Blackwell Ultra GB300 servers are expected to hit the market in mid-2025 featuring much faster performance and requiring fully-liquid cooled racks. $AMD $SMCI $DELL"
@Beth_Kindig on X 2024-12-10 19:43:12 UTC 161K followers, 60.4K engagements

"Once left behind in the cloud era Oracle $ORCL is finding its way into the AI spotlight forecasting XX% IaaS growth next year. But can this long-forgotten giant really compete with the Big X in the AI race to become a $X trillion company"
@Beth_Kindig on X 2025-07-18 17:09:22 UTC 161K followers, 26.9K engagements

"Meta $META is deepening its recent AI push now acquiring AI voice cloning startup PlayAI with its work expected to advance development of Meta AI AI Characters and wearables. $GOOG $MSFT $AMZN"
@Beth_Kindig on X 2025-07-16 20:51:19 UTC 161K followers, 21.2K engagements

"Citi recently raised its 2028 AI compute TAM by nearly XX% to $XXX billion seeing stronger sovereign AI demand especially for Nvidia $NVDA. Citi noted that participants at Nvidias recent Generative AI conference laid out possible benchmarks of 10000 GPUs per 100000 employees for large companies or governments. $AMD $AVGO $MRVL"
@Beth_Kindig on X 2025-07-20 20:35:50 UTC 161K followers, 78K engagements

"Nvidias $NVDA CoWoS allocation in 2026 is estimated to be between 450K to 640K wafers depending on TSMCs $TSM capacity up from 375K in 2025. $AVGO $AMD"
@Beth_Kindig on X 2025-07-19 21:31:49 UTC 161K followers, 45.2K engagements

"Alphabet $GOOG capex was $XXXXX billion in Q2 up XX% YoY accelerating from XX% growth in Q1. Alphabet also boosted its capex forecast for 2025 from $XX billion to $XX billion. $AMZN $MSFT $NVDA $AVGO"
@Beth_Kindig on X 2025-07-23 20:24:39 UTC 161K followers, 52.8K engagements

"Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design capable of supporting high-density GPU clusters up to XXX kW per rack. The customizable designs will be used for GB200 NVL72 servers"
@Beth_Kindig on X 2024-12-04 18:21:38 UTC 161K followers, 48.5K engagements

"ASML $ASML reported Q2 revenue of 7.7B ahead of estimates for 7.54B while bookings of 5.44B also beat estimates of 4.8B per Bloomberg. However for Q3 ASML guided for 7.4-7.9B in revenue below consensus of 8.2B. $INTC $TSM $KLAC $LRCX $AMAT"
@Beth_Kindig on X 2025-07-16 12:33:09 UTC 161K followers, 25.6K engagements

"For 2026 ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026 we cannot confirm it at this stage." $INTC $TSM $KLAC $LRCX $AMAT"
@Beth_Kindig on X 2025-07-16 12:50:00 UTC 161K followers, 16.9K engagements

"CoreWeave $CRWV announced plans to raise $1.5B in senior debt in part to refinance existing debt and help its expansion plans. The deal is expected to price on Tuesday. $NVDA $NBIS $CORZ"
@Beth_Kindig on X 2025-07-21 19:43:56 UTC 161K followers, 40.4K engagements

"Oppenheimer named Nvidia $NVDA Broadcom $AVGO Marvell $MRVL and Monolithic Power $MPWR its top picks in semis saying: Against a noisy macro/tariff backdrop we view AI as the best/safest growth vector"
@Beth_Kindig on X 2025-04-22 16:43:49 UTC 161K followers, 37.1K engagements

"Goldman Sachs sees hyperscaler capex increasing sharply through 2027 capex is projected to be $1.15T from 2025 through 2027 more than double the $477B spent from 2022 through 2024. $GOOG $MSFT $AMZN $META $NVDA"
@Beth_Kindig on X 2025-07-13 22:36:04 UTC 161K followers, 96.7K engagements

"OpenAI is working to integrate a payment checkout system into ChatGPT and any merchants fulfilling orders via the checkout system will pay a commission to OpenAI. $MSFT $AMZN $GOOG"
@Beth_Kindig on X 2025-07-23 15:20:08 UTC 161K followers, 24K engagements