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$CRWV · Take-Two: Nvidia's early CoreWeave stake validates GPU cloud profitability thesis
now playing · $CRWV
$META···neutral· mediumtake-two
Take-Two: Meta getting ROI on ads from AI but market fears frontier model capex; 6-12 months to prove progress
Meta's AI investment is already paying off in ad targeting improvements, but the market is spooked by leaked town hall comments about slower agentic progress and worries about inc…
$NVDA···bullish· hightake-two
Take-Two: Nvidia united tech industry against Anthropic on open weights; supply chain moat strengthening
Nvidia rallied the entire tech industry (Google Cloud, Amazon, OpenAI) to counter Anthropic's push for open-weight restrictions, while using its scale to lock up scarce supply cha…
$MOONSHOT-AIbullish· mediumtake-two
Take-Two: Kimi 2.8T parameter model requires massive compute clusters; not efficient but drives demand like DeepSeek
The Chinese Kimi model is a 2.8 trillion parameter model requiring 64-GPU servers and big networked clusters — not an efficiency breakthrough but a capability leap that will spur…
$OPENAIbullish· hightake-two
Take-Two: Sam Altman says RSI (recursive self-improvement) coming in 3-9 months; will consume massive compute
Sam Altman stated at YC that the next 6 months will see dramatically more AI capability advancement than the prior 2 years, and both OpenAI and Anthropic are signaling recursive s…
$ANTHROPICbullish· mediumtake-two
Take-Two: Anthropic published blog post on RSI; frontier labs winking that recursive self-improvement is near
Anthropic publicly posted about recursive self-improvement, and Take-Two observes that frontier AI researchers engage heavily with RSI content, suggesting both leading labs believ…
$000660.KS···bullish· hightake-two
Take-Two: SK Hynix customers demanding 5-6x current supply; doubling capacity over five years
An SK Hynix executive revealed during their IPO roadshow that customers (likely including Nvidia) are requesting 5-6x more HBM than they can supply, prompting a plan to double cap…
$AMD···bullish· hightake-two
Take-Two: Lisa Su raised CPU TAM forecast from $120B to $220B for 2030 in three months
AMD CEO Lisa Su dramatically increased the 2030 CPU total addressable market forecast from $120B to $220B in just three months, signaling she sees insatiable demand that serious p…
$AMZN···bullish· hightake-two
Take-Two: Andy Jassy's letter confirms $200B capex driven by visible demand and medium-term FCF positivity
Amazon CEO Andy Jassy explicitly stated in his annual letter that the $200B capex isn't a hunch — they see concrete demand, know it will be insanely profitable, and expect free ca…
$T···bullish· mediumtake-two
Take-Two: AT&T running 100 gen AI models in production, burning 1T tokens/month growing double digits
AT&T exemplifies enterprise AI adoption: 100 generative AI models in production, burning a trillion tokens monthly with double-digit growth, driven by competitive necessity — if t…
$NVDA···bullish· hightake-two
Take-Two: Jensen says chip supply chain can support doubling revenue yearly; market not pricing it
Jensen Huang stated on Bloomberg that Nvidia has enough supply chain capacity (including power and data center shells) to double revenue every year, but consensus estimates for ne…
$CRWV···bullish· hightake-two
Take-Two: Nvidia's early CoreWeave stake validates GPU cloud profitability thesis
Nvidia's investment in CoreWeave has been highly profitable, and Take-Two argues current 'vendor financing' fears miss that hyperscaler GPU cloud businesses may have 60-80% infere…
$LITE···bullish· mediumtake-two
Take-Two: Nvidia bought stakes in optical component suppliers Lumentum and Coherent to secure supply
Nvidia is strategically investing in optical component makers Lumentum and Coherent to lock up supply for its networking stack, extending its supply chain control beyond chips int…
$COHR···bullish· mediumtake-two
Take-Two: Nvidia bought stakes in optical component suppliers Lumentum and Coherent to secure supply
Nvidia is strategically investing in optical component makers Lumentum and Coherent to lock up supply for its networking stack, extending its supply chain control beyond chips int…