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[@halfblindmonkey](/creator/twitter/halfblindmonkey)
"$UPST Saga continues BTIG now correcting numbers"  
[X Link](https://x.com/halfblindmonkey/status/1973347729779892359) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-01T11:22Z XXX followers, 179.7K engagements


"So. AI is not killing $CRM business model then From Needham:"  
[X Link](https://x.com/halfblindmonkey/status/1978749154336641520) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-16T09:05Z XXX followers, 1497 engagements


"$NVDA moving in the right direction at least for now. And there were couple of other news over the weekend that might add additional pressure to $NVDA stock today: 1) Reportedly $MSFT leaders worried that meeting OpenAIs rapidly escalating compute demands could lead to overbuilding servers that might not generate a financial return - The Information 2)"  
[X Link](https://x.com/halfblindmonkey/status/1980207475581235301) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-20T09:40Z XXX followers, XXX engagements


"$NVDA And talking about Deepseek: DeepSeek-OCR new open-source model focused on Contexts Optical Compression that treats OCR as an LLM-centric vision task enabling document understanding flows like doc-to-Markdown chart/figure parsing and grounding-based region referencing - In production DeepSeek-OCR can generate XX million pages of data per day for LLMs/VLMs using XX nodes (x8 A100-40G). - Source"  
[X Link](https://x.com/halfblindmonkey/status/1980227531421696088) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-20T11:00Z XXX followers, XXX engagements


"fyi: BTIG on $UPST: "August data from Upstart's ABS securitizations shows accelerating delinquencies in both the months of July and August. We are candidly surprised by the rapid increase. August 30+ day delinquencies across the trusts now exceed XXXX% up from XXXX% in July both of which are well above the 6-8% range that delinquencies have ranged at between October 2022 and May 2025.""  
[X Link](https://x.com/halfblindmonkey/status/1972643118991208695) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-09-29T12:42Z XXX followers, 119.5K engagements


"$NVDA. maybe we'll see another Deepseek moment today"  
[X Link](https://x.com/halfblindmonkey/status/1980186228160184775) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-20T08:16Z XXX followers, XXX engagements


"Goldman re: OpenAI app growth peaking"  
[X Link](https://x.com/halfblindmonkey/status/1980248552082399665) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-20T12:23Z XXX followers, XXX engagements


"From UBS re $NVDA: "Another headline that also caught my attention over the weekend are claims that Alibaba Cloud can slash Nvidia GPU use by XX% with new pooling system (SCMP). Clearly with H20/China revenues are removed from expectations at NVDA hence there is no impact to estimates but it does raise broader questions around efficiency improvements/risks to GPU growth long-term""  
[X Link](https://x.com/halfblindmonkey/status/1980257293380751845) [@halfblindmonkey](/creator/x/halfblindmonkey) 2025-10-20T12:58Z XXX followers, XXX engagements