Shay Boloor

$MSFT is cutting Copilot pricing by ~40% for large enterprise customers while preparing a new Copilot “super app” that combines coding tools and AI agents. Microsoft is lowering entry price to accelerate adoption while shifting more monetization toward usage as customers lean deeper into AI.

President Trump disclosed more than 1,100 securities trades in July. The filing included sales of up to $25M each in $MSFT and $AMZN. https://t.co/ywK2ogQygu

Michael Burry disclosed larger shorts in $MU and $NBIS. https://t.co/TKe2Hp8O2D

Citi sees AI driving enterprise SSD demand up 53% in 2027 and another 41% in 2028 as KV-cache offloading pushes more high-capacity storage next to GPUs. NAND demand is also expected to outgrow supply by ~25% which should keep pricing strong for $MU, $SKHY and $SNDK. https://t.co/NlNPysgTgb

The neocloud trade looks very different when you compare CapEx to current revenue: • $CRWV sits around ~3x because more of its infrastructure is already producing revenue with their advantage coming from operating massive AI clusters for some of most demanding customers in market • $NBIS is closer to ~10x as it builds ahead of revenue but more interesting opportunity is moving higher in the stack through training, inference and agents to increase value of every megawatt deployed • $IREN sits around ~15x because its still aggressively building before cloud revenue fully shows up with advantage coming from power access and bringing large amounts of AI capacity online efficiently CoreWeave is furthest along in converting CapEx into revenue but pays highest borrowing cost around 8% while IREN is spending most aggressively and carries the lowest reported funding cost around 2%.

$NVDA just qualified $TSLA Megapack for its DSX Ready AI factory designs putting Tesla storage directly into the approved stack for new deployments. What’s wild is Nvidia requiring battery partners to show a path to 10x power-conversion capacity within 24 months which says a lot about how fast AI demand is scaling.

$NVDA just qualified $TSLA Megapack for its DSX Ready AI factory designs putting Tesla storage directly into the approved stack for new deployments. What’s wild is Nvidia requiring battery partners to show a path to 10x power-conversion capacity within 24 months which says a lot about how fast AI demand is scaling.

BITCOIN JUST BROKE ABOVE $87,000 https://t.co/ytKRjkY2sC https://t.co/0qW7CTu43S

A $10K investment in $AMD when Lisa Su became CEO would be worth ~$1.9M today 🤯 https://t.co/fKna7H2IGe https://t.co/v8fMJ1GiDu

@VanquishTrader Exactly but whats wild a year ago $NVDA was ~40x the size of $AMD because the market still saw AMD as the distant second GPU name but now Helios and 14 GW of commitments closed that gap down to ~5x 🤯