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$NVDA · Kratsios: Nvidia chips are the foundation of US AI stack dominance
now playing · $NVDA
$GLW···bullish· mediummichael kratsios
Kratsios: Nvidia's order to Corning is largest in company history
Corning is a key supply-chain beneficiary of the AI build-out; Nvidia's upcoming chip order is the largest in Corning's history and will drive record production.
$NVDA···bullish· highmichael kratsios
Kratsios: Nvidia chips are the foundation of US AI stack dominance
Nvidia's chips are the best in the world and form the irreplaceable hardware foundation of the American AI stack that the US government is actively packaging for global export; ex…
$AMD···bullish· mediummichael kratsios
Kratsios names AMD alongside Nvidia as core of US chip leadership
AMD is explicitly grouped with Nvidia as providing the 'very best chips' that underpin the American AI stack the administration is exporting globally.
$BOOM-SUPERSONICbullish· highmichael kratsios
Kratsios: Boom proved Mach 1+ without sonic boom, prompting regulatory reform
Boom Supersonic demonstrated technology to fly supersonic over land without a sonic boom, leading the White House to replace the speed-limit ban with a noise-based standard via ex…
$OPENAIbullish· mediummichael kratsios
Kratsios: OpenAI Foundation valuation near $1T; new GPT-6 model imminent
OpenAI's philanthropic arm is valued at nearly $1 trillion, and the company is about to release its next frontier model (GPT-6), underscoring the pace of private-sector AI advance…
$ALPHA-SCHOOLbullish· lowmichael kratsios
Kratsios: Alpha School's AI-first model (3-4 hrs AI academics, rest social) is a template for education reform
Alpha School demonstrates a working AI-native education model where students complete core academics in 3-4 hours via AI tutors, freeing time for social/physical development; the…
$LILA-SCIENCESbullish· mediummichael kratsios
Kratsios: Lila Sciences building million-square-foot autonomous labs for federal use
Lila Sciences is constructing a massive autonomous laboratory facility; the administration wants to retrofit federal labs with similar closed-loop, AI-driven experimentation infra…
$ANTHROPICbullish· mediummichael kratsios
Kratsios: Anthropic revenue up 10x to $10B in seven months, fastest-growing company
Anthropic's explosive revenue growth (10x in ~7 months to ~$10B run-rate) exemplifies the unprecedented velocity of AI commercialization that argues for 10x scientific productivit…
$SPCX···bullish· mediummichael kratsios
Kratsios: SpaceX engineering data uploaded to Grok is a 'baller move' for AI-driven science
Elon Musk uploading SpaceX's engineering corpus to xAI's Grok model creates a unique proprietary dataset that could accelerate physics and materials discovery, a template for othe…
$NVDA···bullish· highmichael kratsios
Nvidia central to US AI stack with record Corning order
Nvidia's chips are the foundation of the American AI stack with insurmountable lead over Chinese competitors; Jensen Huang's order to Corning is the largest in Corning's history,…
$GLW···bullish· highmichael kratsios
Corning receives largest order in history from Nvidia for AI chips
Corning's optical/glass manufacturing is critical bottleneck for AI chip production; Nvidia's record order indicates massive capacity expansion ahead.
$BOOM-SUPERSONICbullish· mediummichael kratsios
Regulatory shift enables Boom Supersonic overland flight
FAA replacing speed limit with noise limit for supersonic flight removes regulatory barrier; Boom has demonstrated Mach 1+ without sonic boom, unlocking commercial supersonic mark…
$ALPHA-SCHOOLbullish· lowmichael kratsios
Alpha School pioneering AI-first education model
Alpha School's model (3-4 hours AI academics morning, rest social skills) demonstrates viable AI-first education; goal to open-source software for broad adoption.
$LILA-SCIENCESbullish· mediumpeter diamandis
Lila Sciences building million-square-foot autonomous AI labs
Lila Sciences constructing large-scale autonomous labs for AI-driven scientific discovery; federal labs to retrofit this capability, starting with narrow domains.