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$TSM · Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance
now playing · $TSM
$FLEXJETbullish· high· posandrew collins
Flexjet at 350 aircraft, 60% YoY transatlantic growth, profitable with 350k flight hours, pre-sells shares to customers
Fractional ownership model pre-sells aircraft shares to customers, reducing balance sheet risk; post-COVID addiction dynamics drive retention; institutional capital enabled global…
$TOGETHER-AIbullish· high· posvipul
Together AI grew bookings from $100M to $1.2B in a year, raised $800M Series B
Open-weight models have closed the gap with closed models; enterprise demand for cost optimization and data sovereignty drives stampede to open models; Together's inference cloud…
$VALOR-ATOMICSbullish· high· posisaiah taylor
Valor Atomics first nuclear startup to generate electricity, powered Nvidia Spark, targets AI data centers
Nuclear has fundamental scaling advantages over gas (fuel density, siting flexibility); Valor achieved electricity generation in 13 months from bare dirt (Falcon 1 moment); commun…
$12-LABSbullish· high· posrob taves
Radical Ventures leads $100M Series B for 12 Labs video understanding (not generation) platform
12 Labs focuses on video intelligence/understanding ('control F for video') rather than generation; Radical has backed since 2021 seed; addresses massive unmet need for video sear…
$BASE10bullish· high· posunknown
Base10 raises $1.5B Series F for inference cloud across 20 clouds/90 regions, plans to go down stack to compute
Inference is the COGS of AI with indefinite demand growth; Base10 rents heterogeneous compute from 20 clouds across 90 regions, builds software primitives (RL, routing, eval sandb…
$INTC···bullish· mediumunknown
Intel stock up 400% post-government stake via CHIPS Act
Government partnership through CHIPS Act funding has driven exceptional stock performance, contrasting with companies that antagonized the administration.
$JMK···bullish· mediumunknown
Jersey Mike's files for IPO at $12B valuation, 50% markup for Blackstone in one year
Blackstone acquired the sandwich chain for $8B last year; the IPO filing at $12B represents a rapid 50% value increase with 3,300 locations and UK expansion plans.
$BOSTON-DYNAMICSbullish· highunknown
Boston Dynamics valued $20-28B privately, bullish analysts see $88-103B at IPO
Hyundai bought for $1.1B in 2021; Korean firms now value at $20-28B with bullish IPO projections of $88-103B driven by physical AI demand and storied robotics legacy.
$KLAR···neutral· mediumunknown
Klarna wins $2B antitrust ruling vs Google but market skeptical on collection
Swedish court ruled Google favored its own price comparison service over Klarna's PriceRunner; shares rose 5% but $7.4B market cap implies low confidence in actual payment collect…
$ANTHROPICbullish· highrob taves
Anthropic to become major life sciences company per Rob Taves; hiring Nobel laureate John Jumper, launching drug discovery
Anthropic's CEO Dario Amodei (neuroscientist) is pivoting focus to biology; recent hire of AlphaFold lead John Jumper from DeepMind and launch of 'Claude for Life Sciences' plus o…
$TSM···bearish· highrob taves
Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance
TSMC and ASML dominance is unsustainable; Elon Musk's Terafab initiative (50x chip demand), OpenAI/Broadcom, Anthropic custom ASICs, and buyer coalition will fracture the monopoly…
$ASML···bearish· highrob taves
Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance
TSMC and ASML dominance is unsustainable; Elon Musk's Terafab initiative (50x chip demand), OpenAI/Broadcom, Anthropic custom ASICs custom ASICs, and buyer coalition will fracture…
$WAVE-ROBOTICSbullish· mediumunknown
Wave Robotics announces Isaac 1 home robot for fall delivery, folds blankets, minimal viable design praised
Home robot Isaac 1 targets minimum viable tasks (folding blankets) with friendly design; fall 2026 delivery; hosts see strong design but await beer pong benchmark for true general…
$NVDA···bullish· highunknown
Meta spending $2.65B/year on AI tokens; Nvidia partnering with AI clouds on revenue sharing
Meta's 73.3T monthly token consumption costs ~$221M/month, revealing massive inference spend; Nvidia extending circularity via revenue-share partnerships with AI cloud firms in ne…