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$HUGGING-FACE · Hugging Face CEO says open-source AI booming with 1M new models quarterly, critical for robotics transparency
now playing · $HUGGING-FACE
$RKLB···bullish· high· pospeter beck
Rocket Lab CEO says Iridium acquisition creates vertically integrated space company to challenge Starlink
Combining launch, spacecraft manufacturing, and Iridium's spectrum/profitable constellation creates a self-launching company with superior economics and speed to market for new sp…
$IRDM···bullish· high· pospeter beck
Rocket Lab acquiring Iridium for $8B enterprise value to gain valuable L-band spectrum and profitable constellation
Iridium's unique L-band spectrum is particularly effective in harsh conditions, making it the standard for defense, maritime, and aviation communications; the constellation is rel…
$HUGGING-FACEbullish· high· posclem delangue
Hugging Face CEO says open-source AI booming with 1M new models quarterly, critical for robotics transparency
Open-source AI adoption is accelerating — 1 million new models/datasets added last quarter, usage by US companies booming — and is essential for robotics where transparency and co…
$META···bullish· medium· posunknown
Co-CIO says Meta and Alphabet valuations remain attractive due to strong earnings growth
Despite significant price appreciation, mega-cap tech valuations are still fairly attractive because earnings have been so strong; momentum plus earnings growth creates a strong q…
$GOOGL···bullish· medium· posunknown
Co-CIO says Meta and Alphabet valuations remain attractive due to strong earnings growth
Despite significant price appreciation, mega-cap tech valuations are still fairly attractive because earnings have been so strong; momentum plus earnings growth creates a strong q…
$000660.KS···bullish· medium· posunknown
Co-CIO sees SK Hynix US listing closing valuation gap with Micron as Korea commits $880B to AI chips
South Korea's massive industrial policy push ($518B for SK Hynix fabs, $650B for AI data centers) plus improving corporate governance should narrow the perpetual valuation discoun…
$THRIVE-CAPITALbullish· medium· posunknown
Thrive Capital and Bob Iger team up to bid for NBA Las Vegas expansion franchise as cultural asset play
Thrive's 'Thrive Eternal' strategy targets iconic franchises and cultural assets — from collectibles to sports teams — leveraging Bob Iger's media expertise and Joshua Kushner's c…
$ANTHROPICneutral· mediumteresa payton
Anthropic wins partial US approval to restore access to frontier model after export control restrictions
US government's abrupt restriction then partial restoration of Anthropic's model access to foreign nationals highlights regulatory uncertainty for frontier AI labs; the 'trusted p…
$MU···neutral· mediumunknown
Co-CIO notes Micron trades at reasonable multiple despite growth, now in Russell 1000 Value Index
Micron exemplifies the breakdown of traditional value/growth distinctions — it has huge earnings growth yet trades at a reasonable multiple and sits in the Russell 1000 Value Inde…