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$AVGO · Clark Tang: Broadcom-vs-Nvidia ASIC battle now more nuanced, custom per workload
now playing · $AVGO
$CRWV···bullish· medium· posbrad gerstner
Gerstner stays long CoreWeave even as SpaceX emerges as the #4 hyperscaler
The AI compute market is consolidating among hyperscalers plus Elon. CoreWeave remains an important neocloud player but SpaceX could emerge as the strongest. Acknowledges 50 new n…
$CURSORbullish· high· posbrad gerstner
Gerstner: SpaceX acquires Cursor, on track for $10B exit run-rate this year, in a dramatic model upgrade
Cursor had more private coding tokens than the public internet. SpaceX injects that data into Grok 4.3 pre-training on 1.5T params. Composer 2.5 was already Pareto-dominant 12 day…
$SPCX···bullish· high· posgavin baker
Gavin Baker calls SpaceX IPO a 'must own' bet on space and AI
SpaceX is now four distinct businesses (launch, Starlink, AI compute reselling, and the xAI/Cursor model) and the best single vehicle to bet on both the space and AI future; the A…
$SPCX···bullish· high· posbrad gerstner
Brad Gerstner: SpaceX is a 'must own' set-and-forget for institutions, the best bet on the future of AI + space
An unrepeatable combination: reusable launch (the crown jewel), Starlink (<1% global terminal penetration), and becoming the #4 AI compute hyperscaler in 30 days through Anthropic…
$ANTHROPICbullish· high· posgavin baker
Gavin Baker: Anthropic 'up' after Fable 5 release and extraordinary revenue numbers
Pareto frontier in coding after Fable 5. The 2025 revenue ramp (path to $40B run-rate) validated the thesis that frontier models capture most of the economic value. Long-running t…
$NVDA···bullish· high· posgavin baker
Gavin Baker: Nvidia is gaining share, can join frontier faster than people think
In a watt-constrained world Nvidia delivers more tokens per watt (literally more revenue) than rival ASICs, so it keeps gaining share; Nvidia could also leverage its open-source m…
$NVDA···bullish· high· posgavin baker
Gavin Baker: Nvidia holds share against ASICs and accelerates; share-loss thesis was 'decisively wrong'
In a watt-constrained world, tokens-per-watt is revenue. Nvidia maintains or gains share even adjusting for Anthropic not using them. Custom ASICs are disappointing at Meta and Mi…
$GOOGL···bullish· medium· posbrad gerstner
Gerstner: Google still in the frontier race after $80B capex raise and top-3 Gemini 3.1 Pro
Gemini 3.1 Pro sits on the Pareto frontier alongside xAI, Anthropic and OpenAI. Google is paying a premium for SpaceX compute to grab pole position in orbital. The $80B capex rais…
$GOOGL···bullish· mediumbrad gerstner
Google paying SpaceX a premium for compute to secure first-in-line space access
Google is paying SpaceX a large premium for terrestrial AI compute, partly to be first in line for future orbital compute; the willingness to overpay signals how scarce coherent,…
$NBIS···bullish· mediumgavin baker
Gavin Baker flags Nebius as a relevant neocloud in AI compute consolidation
Nebius sits in the universe of NeoLabs/emerging neoclouds building capacity to meet the compute shortage. Faces SpaceX as a new hyperscaler but there is room for multiple players…
$DATABRICKSbullish· mediumbrad gerstner
Gerstner: Databricks is 'quasi-public' with continuous liquidity — more liquid than many public biotechs
SpaceX, Anthropic and Databricks are quasi-public: liquidity every 6 months, with employees and large investors historically able to sell — this is a continuum of liquidity, not a…
$ANTHROPICbullish· highgavin baker
Gavin Baker: hard to argue Anthropic isn't winning after revenue and Fable 5
Anthropic's surging revenue, the Fable 5 release and reportedly even stronger Mythos model show frontier tokens are capturing the vast majority of economic value; its data-center…
$META···bearish· mediumgavin baker
Gavin Baker: Meta's ASIC disappointing in competitive custom-chip landscape
In the custom ASIC landscape, Meta and Microsoft have been disappointing. OpenAI built the best chip ('Jalapeno') but it runs hotter and needs more cooling. Frontier labs should f…
$AMD···neutral· lowgavin baker
AMD: 6GW OpenAI deal plus warrants, a real competitor to Nvidia in AI compute
AMD has 6GW committed with OpenAI plus warrants, though Gavin acknowledges Nvidia wins on tokens-per-watt. Cerebras has 1GW.
$NVDA···bullish· high· posclark tang
Clark Tang: Nvidia held share despite ASIC threat, demand accelerating
Contrary to expectations of dramatic share loss to custom ASICs, Nvidia has maintained or even gained share on revenue, gigawatt and unit terms; the world is consuming more Nvidia…
$AVGO···neutral· mediumclark tang
Clark Tang: Broadcom-vs-Nvidia ASIC battle now more nuanced, custom per workload
The old binary of Broadcom ASICs versus Nvidia is giving way to a more nuanced view where accelerators get increasingly custom to specific workloads; Broadcom (with TPUs) remains…