news · peer_reaction · 0.64
Claude Opus 5 Outscores Fable 5 on Most Benchmarks—At Half the Price
2026-07-24T18:28:43+00:00
Anthropic's new everyday model undercuts its own frontier product on cost and beats it almost everywhere that counts.
Ticker Detail
AMD · Advanced Micro Devices
Score: 0.51
Latest event: 2026-07-24T18:28:43+00:00
BUILDING: 16 resolver-linked event(s) in the last 24h, 2 active source(s), catalyst support 1.00.
Recent Events
Resolver-linked recent activity
reddit · peer_reaction · 0.54
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
2026-07-24T17:59:41+00:00
In his 1997 OOPSLA talk, The Computer Revolution Hasn’t Happened Yet , Alan Kay warned that scaling a doghouse does not create a cathedral. That is the risk in hyperscaler AI strategy today: more GPUs, more data centers, more tokens, and more power, without a clear architecture for value. Scale can increase capacity, but it cannot replace design. A cathedral is not a very large doghouse. It is a different system. As one example, Yann LeCun argues that simply scaling large language models is unlikely to produce AGI because LLMs lack robust understanding of the physical world. The question in 2028 is going to be: did MSFT/GOOG/ORCL/AMZN try to scale a doghouse? submitted by /u/valderium [link] [comments]
reddit · peer_reaction · 0.55
AI demand and sustainability of the demand
2026-07-24T17:47:58+00:00
Listen up highly regarded folks I did some napkin math on the whole AI data center demand along with help from AI on numbers etc. Here is what i did: Lets assume 1 billion daily active Human AI users, however, all these 1 billion people are not gonna use at same time 24x7. They might use it 8 hours a day at best. So divide 1billy by 3, we get roughly 350milly rounded. Next, we have power users who will run agents etc all day long, lets optimistically assume 50milly more for them. so now we are at 400milly active users every minute or hour. We will call them organic users (aka living regards) Next we have AI demand from robotics, driverless cars, your own computer spying on you etc.. these are all multi fold higher than any human user base and run 24x7 mostly. Lets assume a userbase of 2 to 3billy machines needing constant AI use every hour. since machine and non human use cases outnumber human usage vastly. Now this represents non organic users (aka machine regards). Note that this user base is conservative at best once there ends up being a robot in every house or office for every purpose. this can go even higher to 5bn users. but lets assume conservatively at 2.5billy Now Living regards + Machine regards = 400mn + 2.5bn = roughly 2.9bn or 3bn active AI users per minute or hour continuously. Now it is not easy to give AI inference. we can assume 1 high end AI GPU for 1 active user who uses AI 24x7. this gives a need of roughly 3bn AI GPUs across all AI data centers world over to meet existing and future market demand Now coming to power usage, ~1000 GPUs draw 1MW at 700kw to 1000kw per GPU average. this results in 3billy/1000 = 3 milly MW of AI data center build out. A number so big we simply cannot meet that demand realistically Now, we also have a issue where these GPUs are not one and done, because they run continuously on inference, they wear very fast with a realistic life of 3 years. now since we are regards, we can be optimistic and if we assume they can run for 6 years instead of 3, we will need 3milly MW of AI data center build out every 6 years or roughly 0.5 milly every year But like how we get margin called, this demand also gets margin called by reality. We can currently only produce ~100milly AI GPUs a year with maybe expansion on the way to 150milly a year in couple of years (by couple i mean atleast 5-6 years) So ground reality is we can only sustainably build and run about 0.6million MW of AI data centres for next 2-3 decades unless we make some breakthrough in manufacturing as we already nearing 2nm nodes beyond which electrons start to have issues and GPUs cannot function Maybe we will get light GPUs instead of electron based GPUs and even Quantum GPUs, but those are realistically decades away And above all this, we are severly limited on below aspects with current annual capacity vs. what is needed. Material / Capability Constraint Level Electricity generation Extreme Grid expansion Extreme Semiconductor fabs Extreme Advanced packaging Extreme EUV lithography tools Extreme Tantalum Extreme Gallium Extreme Germanium Extreme Indium High Copper refining High Tin High Rare-earth processing High Now, while this is happening, parallely we also have people losing jobs to AI , now as they lose jobs to AI and go to give handies behind a wendies, they stop making money to spend on AI. now if they cannot spend money on AI, who will buy the shit AI or any company makes? Thats right , no one. Money has to circulate for economy to function. Even a K shaped economy is K shaped, it functions at both ends with constant circulation. However, with AI, it will become more like L shaped, (and everyone takes a Big L ) and money simply stops flowing to 99% of people, this will result in mega giga depression unlike levels never seen, not even in 1929 great depression. Now, does any highly regarded people here have any insights into how this will playout, i think the bottom will fall, AI expansion will pause as demand and capacity constraints play out and a decade of fast growth will become a decade of depression. submitted by /u/_freckles__ [link] [comments]
reddit · mention · 0.50
Frequency AI Ratio Tracker (FART) stategy
2026-07-24T17:23:09+00:00
Listen folks, I'm not a tech bro and I know nothing about this AI stuff. I don't care how it works, it's just hype and buzzwords for me. However, I've never made so much easy money in my life and I wanted to share a few insights on how I did it. My strategy for the past 3 years has been to invest in a company as soon as they use the word AI in their brand. This has worked very well for me and a few of my friends across several stocks. For example, as soon as Intel has rebranded to "Built for AI", we knew that it was about to skyrocket, and sure enough, the green candles started to show up in the next weeks. It worked so well that I've created an index called the Frequency AI Ratio Tracker (FART). It's basically the amount of time the word "AI" is used on a company's homepage. For example, AMD currently has 60 occurrences of the word "AI" on their homepage for roughly 876 words in total, meaning a ratio of 6.85%. To put that in perspective: statistically, 1 out of every 15 words on AMD's homepage is "AI". That is a critical-level , enterprise-grade FART score and it was a no-brainer once I discovered that out. The higher the score is, the greater the potential was. However, for the first time in the past 3 years, I have a strange feeling that this strategy is no longer working and the momentum is starting to fade away. Looking at all the OG companies from the .com bubble, it sure looks like a peak to me, and I've actually started to use a reversed-FART strategy since July 4th. The higher the score is, the greater the risk of a downfall once the AI bubble pops. Some OG stocks The General Rule of Thumb for the reversed-FART stategy: 0%: Low risk 0.1% – 2%: Medium risk 2% – 5%: High risk > 5%: Extreme risk Here's the most recent compiled version of FART for some tech companies as of July 24th. ========================================================================== Name of company | Stock | Total Words | AI Mentions | FART Score ========================================================================== AMD | AMD | 876 | 60 | 6.85 % NVIDIA | NVDA | 2663 | 115 | 4.32 % Oracle | ORCL | 786 | 27 | 3.44 % ServiceNow | NOW | 651 | 22 | 3.38 % Qualcomm | QCOM | 765 | 24 | 3.14 % Arm Holdings | ARM | 862 | 26 | 3.02 % Cisco Systems | CSCO | 450 | 13 | 2.89 % SAP | SAP | 1004 | 25 | 2.49 % IBM | IBM | 560 | 11 | 1.96 % Micron Technology | MU | 635 | 12 | 1.89 % Microsoft | MSFT | 645 | 10 | 1.55 % Broadcom | AVGO | 462 | 7 | 1.52 % Salesforce | CRM | 936 | 14 | 1.50 % Samsung Electronics | 005930.KS| 375 | 5 | 1.33 % Meta Platforms | META | 303 | 4 | 1.32 % Alphabet (Google) | GOOGL | 422 | 4 | 0.95 % TSMC | TSM | 688 | 6 | 0.87 % Intel | INTC | 245 | 2 | 0.82 % Palantir | PLTR | 3151 | 23 | 0.73 % SK Hynix | 000660.KS| 167 | 1 | 0.60 % Amazon | AMZN | 355 | 2 | 0.56 % Applied Materials | AMAT | 209 | 1 | 0.48 % ASML | ASML | 596 | 1 | 0.17 % Corning | GLW | 576 | 1 | 0.17 % Apple | AAPL | 883 | 1 | 0.11 % Tesla | TSLA | 181 | 0 | 0.00 % Lam Research | LRCX | 275 | 0 | 0.00 % Legal notice: I am dumb and this is not financial advise. This was compiled by hand by copy-pasting in Microsoft Word like a fool and searching for the word AI. Consider compiling your own data and use FART at your own risk. I am not responsable for any loss based on this strategy. The level of risk estimated by FART was established out of thin air. Ask your financial adviser about FART. submitted by /u/SiropErableSucre [link] [comments]
news · peer_reaction · 0.72
Anthropic debuts Opus 5 model as company preps for IPO later this year - Yahoo Finance
2026-07-24T17:00:00+00:00
Anthropic debuts Opus 5 model as company preps for IPO later this year Yahoo Finance
news · peer_reaction · 0.64
Nvidia, Meta, and Microsoft Tell Washington: Don't Kill Open-Source AI
2026-07-24T16:34:25+00:00
Twenty-five companies signed a letter defending open-weight models days after a Chinese AI helped Hugging Face survive a hack triggered by OpenAI's own systems.
news · peer_reaction · 0.64
OpenAI president Greg Brockman: 'We will remain in this compute shortage no matter what' - Yahoo Finance
2026-07-24T15:52:49+00:00
OpenAI president Greg Brockman: 'We will remain in this compute shortage no matter what' Yahoo Finance
news · mention · 0.50
AMD CEO Lisa Su on AI demand and hyperscaler spending: 'We're seeing the returns' - Yahoo Finance
2026-07-24T14:39:05+00:00
AMD CEO Lisa Su on AI demand and hyperscaler spending: 'We're seeing the returns' Yahoo Finance
news · peer_reaction · 0.50
Goldman lifts data center capacity outlook, flags utility stocks set to benefit - Yahoo Finance
2026-07-24T13:52:13+00:00
Goldman lifts data center capacity outlook, flags utility stocks set to benefit Yahoo Finance
news · peer_reaction · 0.50
6 AI chip stocks beyond Nvidia to watch in 2026 - Investing.com
2026-07-24T13:41:15+00:00
6 AI chip stocks beyond Nvidia to watch in 2026 Investing.com
news · peer_reaction · 0.50
Goldman lifts data center capacity outlook, flags utility stocks set to benefit - Investing.com
2026-07-24T13:22:33+00:00
Goldman lifts data center capacity outlook, flags utility stocks set to benefit Investing.com
news · peer_reaction · 0.50
Best Crypto Tokens Launched in 2026 Before They Go Mainstream - Bitcoin Foundation
2026-07-24T10:06:25+00:00
Best Crypto Tokens Launched in 2026 Before They Go Mainstream Bitcoin Foundation
news · mention · 0.50
ASUS Accelerates Enterprise AI at Scale with 6th-Gen AMD EPYC Server CPUs - The Malaysian Reserve
2026-07-24T05:44:42+00:00
ASUS Accelerates Enterprise AI at Scale with 6th-Gen AMD EPYC Server CPUs The Malaysian Reserve
news · peer_reaction · 0.49
Top 3 Price Predictions: Bitcoin, Ethereum, Ripple – BTC stalls near 50-day EMA, ETH extends losses, XRP struggles at key resistance - FXStreet
2026-07-24T03:45:02+00:00
Top 3 Price Predictions: Bitcoin, Ethereum, Ripple – BTC stalls near 50-day EMA, ETH extends losses, XRP struggles at key resistance FXStreet
news · peer_reaction · 0.64
OpenAI's new release turns a bad week ugly for software stocks - Business Insider
2026-07-23T22:17:21+00:00
OpenAI's new release turns a bad week ugly for software stocks Business Insider
news · mention · 0.51
Stocks making the biggest moves after hours: Intel, AMD, Boston Beer, Deckers & more - CNBC
2026-07-23T20:52:35+00:00
Stocks making the biggest moves after hours: Intel, AMD, Boston Beer, Deckers & more CNBC
reddit · peer_reaction · 0.51
3 minute nuclear pitch
2026-07-23T19:31:07+00:00
Listen up fellow regards. Everyone is crying about AI GPU supply chains while completely ignoring the elephant in the room: Datacenters are going to melt the global power grid. Solar and wind can't feed a 24/7 AI overlord. Nuclear is the ONLY answer, the hype isnt over, it still needs to start. After talking with chat jipiti for 37 minutes while wasting two pools of water, I found out about the company Newcleo so I decided to buy 1178 shares (img) What makes me wanna ape in Newcleo? Most SMR companies going public via SPAC are zero-revenue powerpoints run by guys in fellow apes who want to cash out or dilute as much ad possible. Newcleo is a completely different Liquid Lead Coolant : Normal reactors run under 150 bar of insane water pressure. Newcleo uses liquid lead under normal atmospheric pressure. Boiling point of lead is 1,740°C. If power cuts out, gravity and natural physics shut the reactor down by itself. A Fukushima-style boom is physically impossible. (F you dolphin and a whale) Infinite Fuel Glitch (mow): They don't rely on Russian enriched uranium (haleu) like other smrs or others. They use mox fuel, which is made by recycling nuclear waste and Cold War plutonium. (Which they do themselves btw, no supply issues) They literally get paid to take radioactive trash and turn it into clean electricity. They have access to that stash with their partner oklo Why this spac isnt total trash I know what you're thinking: "A spac in 2026? Are you regarded?" ( i am but hear me out) Actual Revenue: They already pulled in $80M+ in revenue/income in 2024 through their vertically integrated supply chain companies (900+ employees). Chad Founder: Stefano Buono (a nuclear physicist who previously built and sold his company to Novartis for $3.9 BILLION). Bulletproof pipe: They raised $780M in private cash + a $220M fully committed pipe. The redemption collapse risk is ZERO. The deal IS closing in H2 2026. The jucy upside France Approval (July 2026): The French nuclear regulator just approved their mox recycling safety concept. The French government literally said newcleo is "too big and rich for startup subsidies" and made them a direct state partner. US Market Entry: Filed their documents with the nuclear guys of the government. Plus, they partnered with Oklo in a $2 Billion deal to convert US Department of Defense Cold War plutonium into reactor fuel. The Arbitrage Wall Is Crumbling: Hedge funds holding at $10.90 are getting eaten alive. Once the SEC Form F-4 goes Effective and the ticker changes to , the $10.90 ceiling shatters. Insider earn-out bonuses kick in when the stock hits $15 and $18. With Big Tech desperate for nuclear contracts, any datacenter deal announcement post-despac sends this straight to the moon. Let me know if you think im just regarded or really uterly insane regarded thx submitted by /u/AlfalfaTemporary8831 [link] [comments]
news · mention · 0.50
Agentic AI Runs Where Enterprise Software Runs: Embedded LLM Launches TokenVisor Spaces for AMD-Powered AI Clouds at AMD Advancing AI 2026 - Yahoo! Finance Canada
2026-07-23T18:52:00+00:00
Agentic AI Runs Where Enterprise Software Runs: Embedded LLM Launches TokenVisor Spaces for AMD-Powered AI Clouds at AMD Advancing AI 2026 Yahoo! Finance Canada
news · mention · 0.59
Cerebras stock gains on AMD partnership - CNBC
2026-07-23T18:42:57+00:00
Cerebras stock gains on AMD partnership CNBC
news · peer_reaction · 0.50
Mizuho sends intriguing Oracle stock message after 38% drop - thestreet.com
2026-07-23T18:33:00+00:00
Mizuho sends intriguing Oracle stock message after 38% drop thestreet.com
Catalyst
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Event timeline
news · peer_reaction · 0.64
Claude Opus 5 Outscores Fable 5 on Most Benchmarks—At Half the Price
2026-07-24T18:28:43+00:00
Anthropic's new everyday model undercuts its own frontier product on cost and beats it almost everywhere that counts.
reddit · peer_reaction · 0.54
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
2026-07-24T17:59:41+00:00
In his 1997 OOPSLA talk, The Computer Revolution Hasn’t Happened Yet , Alan Kay warned that scaling a doghouse does not create a cathedral. That is the risk in hyperscaler AI strategy today: more GPUs, more data centers, more tokens, and more power, without a clear architecture for value. Scale can increase capacity, but it cannot replace design. A cathedral is not a very large doghouse. It is a different system. As one example, Yann LeCun argues that simply scaling large language models is unlikely to produce AGI because LLMs lack robust understanding of the physical world. The question in 2028 is going to be: did MSFT/GOOG/ORCL/AMZN try to scale a doghouse? submitted by /u/valderium [link] [comments]
reddit · peer_reaction · 0.55
AI demand and sustainability of the demand
2026-07-24T17:47:58+00:00
Listen up highly regarded folks I did some napkin math on the whole AI data center demand along with help from AI on numbers etc. Here is what i did: Lets assume 1 billion daily active Human AI users, however, all these 1 billion people are not gonna use at same time 24x7. They might use it 8 hours a day at best. So divide 1billy by 3, we get roughly 350milly rounded. Next, we have power users who will run agents etc all day long, lets optimistically assume 50milly more for them. so now we are at 400milly active users every minute or hour. We will call them organic users (aka living regards) Next we have AI demand from robotics, driverless cars, your own computer spying on you etc.. these are all multi fold higher than any human user base and run 24x7 mostly. Lets assume a userbase of 2 to 3billy machines needing constant AI use every hour. since machine and non human use cases outnumber human usage vastly. Now this represents non organic users (aka machine regards). Note that this user base is conservative at best once there ends up being a robot in every house or office for every purpose. this can go even higher to 5bn users. but lets assume conservatively at 2.5billy Now Living regards + Machine regards = 400mn + 2.5bn = roughly 2.9bn or 3bn active AI users per minute or hour continuously. Now it is not easy to give AI inference. we can assume 1 high end AI GPU for 1 active user who uses AI 24x7. this gives a need of roughly 3bn AI GPUs across all AI data centers world over to meet existing and future market demand Now coming to power usage, ~1000 GPUs draw 1MW at 700kw to 1000kw per GPU average. this results in 3billy/1000 = 3 milly MW of AI data center build out. A number so big we simply cannot meet that demand realistically Now, we also have a issue where these GPUs are not one and done, because they run continuously on inference, they wear very fast with a realistic life of 3 years. now since we are regards, we can be optimistic and if we assume they can run for 6 years instead of 3, we will need 3milly MW of AI data center build out every 6 years or roughly 0.5 milly every year But like how we get margin called, this demand also gets margin called by reality. We can currently only produce ~100milly AI GPUs a year with maybe expansion on the way to 150milly a year in couple of years (by couple i mean atleast 5-6 years) So ground reality is we can only sustainably build and run about 0.6million MW of AI data centres for next 2-3 decades unless we make some breakthrough in manufacturing as we already nearing 2nm nodes beyond which electrons start to have issues and GPUs cannot function Maybe we will get light GPUs instead of electron based GPUs and even Quantum GPUs, but those are realistically decades away And above all this, we are severly limited on below aspects with current annual capacity vs. what is needed. Material / Capability Constraint Level Electricity generation Extreme Grid expansion Extreme Semiconductor fabs Extreme Advanced packaging Extreme EUV lithography tools Extreme Tantalum Extreme Gallium Extreme Germanium Extreme Indium High Copper refining High Tin High Rare-earth processing High Now, while this is happening, parallely we also have people losing jobs to AI , now as they lose jobs to AI and go to give handies behind a wendies, they stop making money to spend on AI. now if they cannot spend money on AI, who will buy the shit AI or any company makes? Thats right , no one. Money has to circulate for economy to function. Even a K shaped economy is K shaped, it functions at both ends with constant circulation. However, with AI, it will become more like L shaped, (and everyone takes a Big L ) and money simply stops flowing to 99% of people, this will result in mega giga depression unlike levels never seen, not even in 1929 great depression. Now, does any highly regarded people here have any insights into how this will playout, i think the bottom will fall, AI expansion will pause as demand and capacity constraints play out and a decade of fast growth will become a decade of depression. submitted by /u/_freckles__ [link] [comments]
reddit · mention · 0.50
Frequency AI Ratio Tracker (FART) stategy
2026-07-24T17:23:09+00:00
Listen folks, I'm not a tech bro and I know nothing about this AI stuff. I don't care how it works, it's just hype and buzzwords for me. However, I've never made so much easy money in my life and I wanted to share a few insights on how I did it. My strategy for the past 3 years has been to invest in a company as soon as they use the word AI in their brand. This has worked very well for me and a few of my friends across several stocks. For example, as soon as Intel has rebranded to "Built for AI", we knew that it was about to skyrocket, and sure enough, the green candles started to show up in the next weeks. It worked so well that I've created an index called the Frequency AI Ratio Tracker (FART). It's basically the amount of time the word "AI" is used on a company's homepage. For example, AMD currently has 60 occurrences of the word "AI" on their homepage for roughly 876 words in total, meaning a ratio of 6.85%. To put that in perspective: statistically, 1 out of every 15 words on AMD's homepage is "AI". That is a critical-level , enterprise-grade FART score and it was a no-brainer once I discovered that out. The higher the score is, the greater the potential was. However, for the first time in the past 3 years, I have a strange feeling that this strategy is no longer working and the momentum is starting to fade away. Looking at all the OG companies from the .com bubble, it sure looks like a peak to me, and I've actually started to use a reversed-FART strategy since July 4th. The higher the score is, the greater the risk of a downfall once the AI bubble pops. Some OG stocks The General Rule of Thumb for the reversed-FART stategy: 0%: Low risk 0.1% – 2%: Medium risk 2% – 5%: High risk > 5%: Extreme risk Here's the most recent compiled version of FART for some tech companies as of July 24th. ========================================================================== Name of company | Stock | Total Words | AI Mentions | FART Score ========================================================================== AMD | AMD | 876 | 60 | 6.85 % NVIDIA | NVDA | 2663 | 115 | 4.32 % Oracle | ORCL | 786 | 27 | 3.44 % ServiceNow | NOW | 651 | 22 | 3.38 % Qualcomm | QCOM | 765 | 24 | 3.14 % Arm Holdings | ARM | 862 | 26 | 3.02 % Cisco Systems | CSCO | 450 | 13 | 2.89 % SAP | SAP | 1004 | 25 | 2.49 % IBM | IBM | 560 | 11 | 1.96 % Micron Technology | MU | 635 | 12 | 1.89 % Microsoft | MSFT | 645 | 10 | 1.55 % Broadcom | AVGO | 462 | 7 | 1.52 % Salesforce | CRM | 936 | 14 | 1.50 % Samsung Electronics | 005930.KS| 375 | 5 | 1.33 % Meta Platforms | META | 303 | 4 | 1.32 % Alphabet (Google) | GOOGL | 422 | 4 | 0.95 % TSMC | TSM | 688 | 6 | 0.87 % Intel | INTC | 245 | 2 | 0.82 % Palantir | PLTR | 3151 | 23 | 0.73 % SK Hynix | 000660.KS| 167 | 1 | 0.60 % Amazon | AMZN | 355 | 2 | 0.56 % Applied Materials | AMAT | 209 | 1 | 0.48 % ASML | ASML | 596 | 1 | 0.17 % Corning | GLW | 576 | 1 | 0.17 % Apple | AAPL | 883 | 1 | 0.11 % Tesla | TSLA | 181 | 0 | 0.00 % Lam Research | LRCX | 275 | 0 | 0.00 % Legal notice: I am dumb and this is not financial advise. This was compiled by hand by copy-pasting in Microsoft Word like a fool and searching for the word AI. Consider compiling your own data and use FART at your own risk. I am not responsable for any loss based on this strategy. The level of risk estimated by FART was established out of thin air. Ask your financial adviser about FART. submitted by /u/SiropErableSucre [link] [comments]
news · peer_reaction · 0.72
Anthropic debuts Opus 5 model as company preps for IPO later this year - Yahoo Finance
2026-07-24T17:00:00+00:00
Anthropic debuts Opus 5 model as company preps for IPO later this year Yahoo Finance
news · peer_reaction · 0.64
Nvidia, Meta, and Microsoft Tell Washington: Don't Kill Open-Source AI
2026-07-24T16:34:25+00:00
Twenty-five companies signed a letter defending open-weight models days after a Chinese AI helped Hugging Face survive a hack triggered by OpenAI's own systems.
news · peer_reaction · 0.64
OpenAI president Greg Brockman: 'We will remain in this compute shortage no matter what' - Yahoo Finance
2026-07-24T15:52:49+00:00
OpenAI president Greg Brockman: 'We will remain in this compute shortage no matter what' Yahoo Finance
news · mention · 0.50
AMD CEO Lisa Su on AI demand and hyperscaler spending: 'We're seeing the returns' - Yahoo Finance
2026-07-24T14:39:05+00:00
AMD CEO Lisa Su on AI demand and hyperscaler spending: 'We're seeing the returns' Yahoo Finance
news · peer_reaction · 0.50
Goldman lifts data center capacity outlook, flags utility stocks set to benefit - Yahoo Finance
2026-07-24T13:52:13+00:00
Goldman lifts data center capacity outlook, flags utility stocks set to benefit Yahoo Finance
news · peer_reaction · 0.50
6 AI chip stocks beyond Nvidia to watch in 2026 - Investing.com
2026-07-24T13:41:15+00:00
6 AI chip stocks beyond Nvidia to watch in 2026 Investing.com
news · peer_reaction · 0.50
Goldman lifts data center capacity outlook, flags utility stocks set to benefit - Investing.com
2026-07-24T13:22:33+00:00
Goldman lifts data center capacity outlook, flags utility stocks set to benefit Investing.com
news · peer_reaction · 0.50
Best Crypto Tokens Launched in 2026 Before They Go Mainstream - Bitcoin Foundation
2026-07-24T10:06:25+00:00
Best Crypto Tokens Launched in 2026 Before They Go Mainstream Bitcoin Foundation
news · mention · 0.50
ASUS Accelerates Enterprise AI at Scale with 6th-Gen AMD EPYC Server CPUs - The Malaysian Reserve
2026-07-24T05:44:42+00:00
ASUS Accelerates Enterprise AI at Scale with 6th-Gen AMD EPYC Server CPUs The Malaysian Reserve
news · peer_reaction · 0.49
Top 3 Price Predictions: Bitcoin, Ethereum, Ripple – BTC stalls near 50-day EMA, ETH extends losses, XRP struggles at key resistance - FXStreet
2026-07-24T03:45:02+00:00
Top 3 Price Predictions: Bitcoin, Ethereum, Ripple – BTC stalls near 50-day EMA, ETH extends losses, XRP struggles at key resistance FXStreet
news · peer_reaction · 0.64
OpenAI's new release turns a bad week ugly for software stocks - Business Insider
2026-07-23T22:17:21+00:00
OpenAI's new release turns a bad week ugly for software stocks Business Insider
news · mention · 0.51
Stocks making the biggest moves after hours: Intel, AMD, Boston Beer, Deckers & more - CNBC
2026-07-23T20:52:35+00:00
Stocks making the biggest moves after hours: Intel, AMD, Boston Beer, Deckers & more CNBC
reddit · peer_reaction · 0.51
3 minute nuclear pitch
2026-07-23T19:31:07+00:00
Listen up fellow regards. Everyone is crying about AI GPU supply chains while completely ignoring the elephant in the room: Datacenters are going to melt the global power grid. Solar and wind can't feed a 24/7 AI overlord. Nuclear is the ONLY answer, the hype isnt over, it still needs to start. After talking with chat jipiti for 37 minutes while wasting two pools of water, I found out about the company Newcleo so I decided to buy 1178 shares (img) What makes me wanna ape in Newcleo? Most SMR companies going public via SPAC are zero-revenue powerpoints run by guys in fellow apes who want to cash out or dilute as much ad possible. Newcleo is a completely different Liquid Lead Coolant : Normal reactors run under 150 bar of insane water pressure. Newcleo uses liquid lead under normal atmospheric pressure. Boiling point of lead is 1,740°C. If power cuts out, gravity and natural physics shut the reactor down by itself. A Fukushima-style boom is physically impossible. (F you dolphin and a whale) Infinite Fuel Glitch (mow): They don't rely on Russian enriched uranium (haleu) like other smrs or others. They use mox fuel, which is made by recycling nuclear waste and Cold War plutonium. (Which they do themselves btw, no supply issues) They literally get paid to take radioactive trash and turn it into clean electricity. They have access to that stash with their partner oklo Why this spac isnt total trash I know what you're thinking: "A spac in 2026? Are you regarded?" ( i am but hear me out) Actual Revenue: They already pulled in $80M+ in revenue/income in 2024 through their vertically integrated supply chain companies (900+ employees). Chad Founder: Stefano Buono (a nuclear physicist who previously built and sold his company to Novartis for $3.9 BILLION). Bulletproof pipe: They raised $780M in private cash + a $220M fully committed pipe. The redemption collapse risk is ZERO. The deal IS closing in H2 2026. The jucy upside France Approval (July 2026): The French nuclear regulator just approved their mox recycling safety concept. The French government literally said newcleo is "too big and rich for startup subsidies" and made them a direct state partner. US Market Entry: Filed their documents with the nuclear guys of the government. Plus, they partnered with Oklo in a $2 Billion deal to convert US Department of Defense Cold War plutonium into reactor fuel. The Arbitrage Wall Is Crumbling: Hedge funds holding at $10.90 are getting eaten alive. Once the SEC Form F-4 goes Effective and the ticker changes to , the $10.90 ceiling shatters. Insider earn-out bonuses kick in when the stock hits $15 and $18. With Big Tech desperate for nuclear contracts, any datacenter deal announcement post-despac sends this straight to the moon. Let me know if you think im just regarded or really uterly insane regarded thx submitted by /u/AlfalfaTemporary8831 [link] [comments]
news · mention · 0.50
Agentic AI Runs Where Enterprise Software Runs: Embedded LLM Launches TokenVisor Spaces for AMD-Powered AI Clouds at AMD Advancing AI 2026 - Yahoo! Finance Canada
2026-07-23T18:52:00+00:00
Agentic AI Runs Where Enterprise Software Runs: Embedded LLM Launches TokenVisor Spaces for AMD-Powered AI Clouds at AMD Advancing AI 2026 Yahoo! Finance Canada
news · mention · 0.59
Cerebras stock gains on AMD partnership - CNBC
2026-07-23T18:42:57+00:00
Cerebras stock gains on AMD partnership CNBC
news · peer_reaction · 0.50
Mizuho sends intriguing Oracle stock message after 38% drop - thestreet.com
2026-07-23T18:33:00+00:00
Mizuho sends intriguing Oracle stock message after 38% drop thestreet.com
news · mention · 0.50
AMD and Cerebras Launch AI Inference Solution - Cerebras
2026-07-23T17:49:26+00:00
AMD and Cerebras Launch AI Inference Solution Cerebras
news · peer_reaction · 0.54
BTC treasury firm Empery Digital invests $20M in AI data center developer Cardinal Data Power
2026-07-23T16:42:52+00:00
The investment marks Empery’s latest push into AI infrastructure as the company shifts capital away from its Bitcoin treasury strategy.
news · peer_reaction · 0.72
Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports - Yahoo Finance
2026-07-23T14:12:06+00:00
Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports Yahoo Finance
news · peer_reaction · 0.64
Anthropic Considers Unusual Plan for Employee Stock Sales After It Goes Public - The Information
2026-07-23T13:00:00+00:00
Anthropic Considers Unusual Plan for Employee Stock Sales After It Goes Public The Information
news · peer_reaction · 0.50
BlackRock, Coinbase, Strategy in group pledging $15 million to prepare Bitcoin for quantum threats - CoinDesk
2026-07-23T12:54:51+00:00
BlackRock, Coinbase, Strategy in group pledging $15 million to prepare Bitcoin for quantum threats CoinDesk
news · peer_reaction · 0.50
Bernstein says Bitcoin mining deals necessary for AI power crunch
2026-07-23T11:47:56+00:00
Bernstein analysts remain bullish on the Bitcoin mining sector, as deals with third-party providers will be necessary to address the computing power limits of AI data centers.
news · peer_reaction · 0.64
White House accuses Moonshot AI of distilling Anthropic tech for K3
2026-07-23T04:15:30+00:00
US officials warn that Chinese firms conducting covert, industrial-scale AI distillation could face sanctions and export restrictions.
reddit · mention · 0.50
AMD ATH soon
2026-07-23T03:05:53+00:00
Bought some puts. AMD should fly. You’re welcome everyone submitted by /u/Apprehensive_Ask1968 [link] [comments]
news · peer_reaction · 0.50
Benchmark Raises Hut 8 Price Target After Bitcoin Miner Signs $9.8 Billion AI Data Center Deal - Bitcoin Magazine
2026-07-22T20:02:28+00:00
Benchmark Raises Hut 8 Price Target After Bitcoin Miner Signs $9.8 Billion AI Data Center Deal Bitcoin Magazine
news · peer_reaction · 0.50
Alphabet Earnings Could Lift These 3 Top AI Infrastructure Stocks - Seeking Alpha
2026-07-22T18:30:24+00:00
Alphabet Earnings Could Lift These 3 Top AI Infrastructure Stocks Seeking Alpha
news · peer_reaction · 0.64
This is the stock to buy after OpenAI's AI agent goes rogue in a cybersecurity test - CNBC
2026-07-22T17:57:40+00:00
This is the stock to buy after OpenAI's AI agent goes rogue in a cybersecurity test CNBC
news · peer_reaction · 0.64
Anthropic joins UK FCA’s AI regulatory sandbox as second cohort launches
2026-07-22T17:57:11+00:00
Anthropic will provide Claude AI models to companies participating in the UK Financial Conduct Authority’s next Supercharged Sandbox cohort, as the regulator pushes to test AI applications in financial services.
reddit · peer_reaction · 0.54
Canada's Sovereign AI Push with Telus (T/TU)
2026-07-22T17:09:33+00:00
https://www.cbc.ca/news/canada/british-columbia/b-c-ai-data-centre-plan-vancouver-kamloops-9.7195426 https://www.benzinga.com/markets/equities/26/05/52717839/whats-going-on-with-telus-stock-today ? https://www.cbc.ca/news/business/bakx-canada-sovereign-ai-9.7198649 https://ca.finance.yahoo.com/news/down-11-4-4-weeks-133501184.html With the current boom of AI, the Canadian side of it such as Telus (T:TSX TU:NYSE) is not getting much news. It's one of Canada's big 3 telecoms with over 30% market share across Canada, consistent dividends with their revenue finally increasing after the last interest rate hike, and has announced plans to build/expand their AI infrastructure at 3 sites in BC with backing from the provincial and federal governments. The Canadian federal government has not been shy since Mark Carney took over in their plans to have more sovereign projects with how soured trade relations have been with the States the last year. They've fast-tracking LNG export facilities for service to Asia, approved large mining sector expansions, and increased AI initiatives. And according to the CBC, Telus is the first successful applicant for the federal data center program, a program that has 925 million earmarked in the federal budget over the next 5 years for large-scale AI infrastructure. Telus's stock is the lowest entry point in a decade, has diversified from being a purely telecoms / internet provider to 20% of their income now coming from the health, security, and agriculture sectors, and now has government backing for expanding their AI data centers. Might not be a get rich quick move, but rather a long-term position with shares at ~14.50CAD/~10USD right now. It isn't going away because it's entrenched as part of the tri-opoly in Canadian telecoms, and has been reportedly oversold with Yahoo Finance now projecting a 1y price of 16.67USD. I personally have nearly 7% of my portfolio in Canadian telecoms as I've been reinvesting my dividends. Am I maple regarded? We'll see I suppose. submitted by /u/BakesaleAtSyrinx [link] [comments]
news · mention · 0.50
AMD, Cerebras Strike AI Chip Deals - Investor's Business Daily
2026-07-22T16:52:00+00:00
AMD, Cerebras Strike AI Chip Deals Investor's Business Daily
news · peer_reaction · 0.50
AMD, Cerebras Strike AI Chip Deals - Investor's Business Daily
2026-07-22T16:52:00+00:00
AMD, Cerebras Strike AI Chip Deals Investor's Business Daily
news · peer_reaction · 0.64
Hugging Face CEO Thanks Chinese AI for Saving the Day After OpenAI Hack
2026-07-22T16:23:16+00:00
When American commercial AI refused to help investigate the breach, Hugging Face ran Chinese model GLM 5.2 locally. Its CEO now says there's an important lesson in this.
news · mention · 0.50
Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News - Yahoo Finance
2026-07-22T14:53:00+00:00
Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News Yahoo Finance
reddit · mention · 0.50
AMD to invest up to $5 billion in Anthropic, WSJ reports
2026-07-22T12:53:08+00:00
submitted by /u/I_killed_the_kraken [link] [comments]
reddit · peer_reaction · 0.64
AMD to invest up to $5 billion in Anthropic, WSJ reports
2026-07-22T12:53:08+00:00
submitted by /u/I_killed_the_kraken [link] [comments]
news · peer_reaction · 0.64
Morning Minute: OpenAI Model Escapes Containment, Hacks Hugging Face
2026-07-22T11:50:29+00:00
Plus, the BTC ETFs stay green. The Clarity Act hits a wall over who enforces the ethics rules. And Jack Mallers walks away from XXI Capital.
reddit · peer_reaction · 0.51
SMCI 100k in
2026-07-22T11:47:54+00:00
Margins - doubled to 15% Shorts - 18% of float Backlogged revenues: 3 years worth of 2025 booked in a single quarter (60b) Risks: - scandals as usual, but with all this data center business flowing to them, CEO has his eyes on bigger pastures - dilution to realize the gains At forward PE of 12, and with the latest press release, I imagine shorts will unwind. Position: 4200 shares, sell limit 124. submitted by /u/Dixon232 [link] [comments]
news · peer_reaction · 0.50
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals - Crypto Briefing
2026-07-22T10:03:40+00:00
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals Crypto Briefing
news · peer_reaction · 0.49
Stock Market Today: Dow, S&P 500 and Nasdaq set to fall ahead of Alphabet and Tesla earnings; Oil prices rise following 11th night of strikes between U.S. and Iran - MarketWatch
2026-07-22T07:33:00+00:00
Stock Market Today: Dow, S&P 500 and Nasdaq set to fall ahead of Alphabet and Tesla earnings; Oil prices rise following 11th night of strikes between U.S. and Iran MarketWatch
news · peer_reaction · 0.64
AI models escaped OpenAI’s sandbox and hit Hugging Face. Crypto is where that gets dangerous
2026-07-22T06:01:56+00:00
OpenAI said the systems had their cyber guardrails lowered for an internal benchmark, but the incident shows how autonomous exploit chains could pose a deeper threat to smart contracts, where losses are final.
news · peer_reaction · 0.50
DSV, 1170 - INTERIM FINANCIAL REPORT H1 2026 - Yahoo Finance Singapore
2026-07-22T05:31:00+00:00
DSV, 1170 - INTERIM FINANCIAL REPORT H1 2026 Yahoo Finance Singapore
reddit · peer_reaction · 0.64
OpenAI models went rogue during testing
2026-07-22T05:28:53+00:00
Annnddd there goes Microsoft stock further down the drain taking my net worth with it. Is this just a marketing gimmick showing how smart their models are or a real concern? submitted by /u/dg092017 [link] [comments]
news · mention · 0.50
Why AMD Stock Jumped Today - Yahoo Finance
2026-07-22T03:25:00+00:00
Why AMD Stock Jumped Today Yahoo Finance
reddit · peer_reaction · 0.64
OpenAI’s latest AI agent escaped security controls and hacked a tech company
2026-07-22T03:11:16+00:00
submitted by /u/SharkSapphire [link] [comments]
news · peer_reaction · 0.64
OpenAI says AI models escaped containment to hack Hugging Face
2026-07-22T02:45:55+00:00
OpenAI called it an “unprecedented cyber incident” after its AI models broke out of their sandbox to hack an AI startup during a security evaluation.
reddit · peer_reaction · 0.51
I'm sick of this fucking insider trading
2026-07-22T02:26:04+00:00
Someone dropped a $50 MILLION bet on OKLO a week ago, 5x out of the money and today, after hours news comes out they're joining a federal program to build nuclear reactors for AI data centers. Fed led initiative. Stock rips 7% AH Who makes that kind of bet without some sort of info lets be so fucking real. Do we have to be an intern gargling some nuts in Washington to make some P in this market or something holy shit. Weird ass oil trades before cease fires, selling access to his GOD DAMN tweets for $100k/mo, made a BILLION DOLLARS from a memecoin fleecing regards. And that's just the shit we can SEE. Fuck OKLO, fuck the SEC, fuck whoevers cousin got that memo, and fuck you for still thinking DD matters submitted by /u/samvarr [link] [comments]
Alerts
Ticker alerts
AMD · early_signal · 0.53
6 AI chip stocks beyond Nvidia to watch in 2026 - Investing.com
2026-07-24T13:41:15+00:00
AMD: 6 AI chip stocks beyond Nvidia to watch in 2026 - Investing.com (early_signal, score 0.53)
Risk flags: exhaustion
AMD · early_signal · 0.51
Cerebras stock gains on AMD partnership - CNBC
2026-07-23T18:42:57+00:00
AMD: Cerebras stock gains on AMD partnership - CNBC (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
Bernstein says Bitcoin mining deals necessary for AI power crunch
2026-07-23T11:47:56+00:00
AMD: Bernstein says Bitcoin mining deals necessary for AI power crunch (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
Alphabet Earnings Could Lift These 3 Top AI Infrastructure Stocks - Seeking Alpha
2026-07-22T18:30:24+00:00
AMD: Alphabet Earnings Could Lift These 3 Top AI Infrastructure Stocks - Seeking Alpha (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
AMD to invest up to $5 billion in Anthropic, WSJ reports
2026-07-22T12:53:08+00:00
AMD: AMD to invest up to $5 billion in Anthropic, WSJ reports (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
OKLO, XE Stocks Jump After-Hours — Trump Administration Taps Oklo, X-Energy In $200M Push To Power AI Data Centers - Yahoo Finance
2026-07-21T22:58:27+00:00
AMD: OKLO, XE Stocks Jump After-Hours — Trump Administration Taps Oklo, X-Energy In $200M Push To Power AI Data Centers - Yahoo Finance (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
BlackRock is raising $12 billion in bonds to help finance Meta's Texas AI data center - qz.com
2026-07-21T12:16:31+00:00
AMD: BlackRock is raising $12 billion in bonds to help finance Meta's Texas AI data center - qz.com (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
AMD, Micron, SK Hynix climb as semiconductor complex attempt recovery - Yahoo Finance
2026-07-20T19:28:21+00:00
AMD: AMD, Micron, SK Hynix climb as semiconductor complex attempt recovery - Yahoo Finance (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
AMD, Micron, SK Hynix lead chip stock recovery - Yahoo Finance
2026-07-20T13:31:10+00:00
AMD: AMD, Micron, SK Hynix lead chip stock recovery - Yahoo Finance (early_signal, score 0.51)
Risk flags: exhaustion
AMD · early_signal · 0.51
AMD Stock Is a Fraction of Nvidia's Size but Trades on the Same AI Story. Here's Where the Two Actually Diverge. - The Globe and Mail
2026-07-19T08:35:24+00:00
AMD: AMD Stock Is a Fraction of Nvidia's Size but Trades on the Same AI Story. Here's Where the Two Actually Diverge. - The Globe and Mail (early_signal, score 0.51)
Risk flags: exhaustion