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$RAVEN-RENAISSANCE · Snap Specs, Taste, Midjourney Hardware, Lunchtime for AI Leaders
now playing · $RAVEN-RENAISSANCE
$RAVEN-RENAISSANCEbullish· medium· posthomas
Raven Prism AR glasses: Linux-based, 30° FOV, all-day hot-swap battery, US-made, <$100M to mass production
Founder wore wearables 12+ years; targets technical creatives first with ambient computing (micro-interactions + reference material). 30° FOV = 16-inch MacBook at arm's length. Li…
$CROSBYneutral· medium· posryan
Crosby publishes first legal negotiation benchmark: models score ~50%, tend to over-accept terms
Crosby (with Micro1) built benchmark measuring multi-turn lawyer negotiation. Models score 44-50% (GPT-5.5 50.5%, Gemini 45.1%, Opus 44.4%). Key flaw: models over-accept counterpa…
$CURSORbullish· high· posmerrill
Cursor's Origin reimagines git for agentic coding; waitlist goal hit in 24 hours
Cursor acquired Graphite and built Origin, a git forge designed for hundreds of parallel agents storing traces and enabling full self-driving PRs. Traction is explosive: end-of-Ju…
$SPCX···bullish· high· poscarter
M13's SpaceX investment at $15B now 150x; IPO to trigger massive SPV wealth distribution
M13 invested in SpaceX at $15B valuation and exercised option for 150x return. IPO will create unprecedented retail/SPV wealth (80% in SPVs), driving luxury real estate demand and…
$BLANDbullish· medium· posisaiah
Bland raises $50M from Dell/HubSpot for voice AI handling 911/hospital calls where failure means death
Bland targets the hard 10% of $250B US call center spend: complex, regulated calls (hospitals, airlines, 911) where AI must navigate human conversation before task completion. 350…
$SNAP···bearish· mediumunknown
Snap Spectacles flop threatens hardware thesis; core ads business undervalued
Snap's $2,200 AR glasses are bulky, lack a killer use case, and misalign with its young demographic; stock down 92% from peak and 8.5% in five days. However, the core ads business…
$AMZN···bullish· highdr. swami
AWS Bedrock adoption accelerating: Q1 request rate exceeds all prior years combined
AWS's 'Switzerland' strategy (no single model wins) is paying off: Bedrock generative LLM platform saw Q1 request rate greater than all previous years combined as enterprises move…
$AAPL···bullish· highmark gurman
Gurman: 2027 biggest product year ever — foldable iPhone Ultra, Air 2, Vision Pro successor 2029
Apple's 3-4 year iPhone roadmap is remarkably aggressive: iPhone Air 2 (spring 2027) with 2nm A20 Pro chip, better battery, second camera; foldable iPhone Ultra (fall 2027); iPhon…
$META···neutral· mediummark gurman
Meta's three-tier AR glasses strategy: non-display winning, HUD tier dead, true AR later
Meta Ray-Ban non-display glasses (Tier A) are extraordinarily popular via Luxottica brands. Tier B (HUD display) at $799 is losing money and won't last — users want binocular imme…
$ANTHROPICneutral· lowunknown
Anthropic's Fable 5 model access expanded to 50+ entities; South Korean telecom with China ties triggers export control review
Anthropic's most advanced model (Fable 5) access ballooned to ~50 additional entities. US administration discovered a South Korean telecom recipient with alleged China ties, promp…