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$GOOGL · Google I/O disappoints developers with incremental Gemini 3.5 Flash; pricing strategy shifts away from value
now playing · $GOOGL
$WRBY···bullish· mediumjohn coogan
Warby Parker resilient D2C survivor partners with Google on smart glasses; acquisition speculated
Warby Parker has proven surprisingly resilient among D2C brands, maintaining a $3B market cap and 43% 6-month gain. Its Google/Samsung smart glasses partnership leverages its dist…
$ANTHROPICbullish· mediumjohn coogan
Google's heavy Anthropic investment validated as DeepMind constrained by data not compute
Google's massive capital commitment to Anthropic makes increasing sense if DeepMind is data-constrained rather than compute-constrained for its research ambitions. This explains G…
$SPCX···bullish· highjohn coogan
SpaceX IPO imminent with Goldman lead left; Founders Fund and Valor eye $60B+ gains
SpaceX's IPO prospectus expected as soon as May 20 with Goldman Sachs as lead left bookrunner. Early investors Founders Fund and Valor Equity are positioned for >$60B in gains, Se…
$NVDA···bullish· highjohn coogan
Nvidia prints $43B net income, 85% revenue growth; Jensen calls AI factory buildout largest infrastructure expansion in history
Nvidia's net income surged to $42.96B from $18.8B a year ago, revenue up 85% to $81.62B. Jensen Huang describes the AI factory buildout as 'the largest infrastructure expansion in…
$BIRD···neutral· lowjoey
Allbirds pivots public shell into Neo Cloud GPU provider after stock collapse
Allbirds' stock collapsed to ~$3.5M market cap before an AI-driven spike. The company kept its public entity and is now building a 'Neo cloud' GPU rental business, racking Cerebra…
$META···neutral· mediumjoey
Meta Ray-Ban smart glasses lead face-computer category but lack productivity ecosystem integration
Meta's Ray-Ban partnership with Luxottica created the first successful 'face computer' with deepening consumer habit, but Meta lacks the productivity suite (Docs, Drive, Gmail) th…
$GOOGL···bearish· mediumjoey
Google I/O disappoints developers with incremental Gemini 3.5 Flash; pricing strategy shifts away from value
Developer reaction to Google I/O was broadly negative: Gemini 3.5 Flash underperforms Cursor's Composer 2 on benchmarks while costing 4x more, marking a shift from Google's histor…