TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

ejaaz

T3 · host / generalist

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

192 calls·58 names·68% bull·last heard 4 days ago·Limitless Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NVDANvidiaposition

Nvidia secures SpaceX as exclusive Vera Rubin partner, $100-200B revenue visibility

SpaceX's exclusive commitment to Nvidia's Vera Rubin/Blackwell architecture makes SpaceX Nvidia's #1 customer with $100-200B in committed GPU spend over next 1-2 years. Jensen Huang's rule of thumb suggests $40-50B annual revenue per GW, so 15GW SpaceX deployment = $600-750B revenue potential. Partnership creates tight hardware/software feedback loop.

Limitless Podcast2026-08→
2ndhigh conviction
$SPCXSpaceXposition

SpaceX smashes earnings with 92% revenue growth, targets $1T revenue by 2030

SpaceX reported $7.81B revenue (92% YoY), 12M Starlink subscribers (2x YoY), and guided to $1T revenue by 2030 driven by three pillars: Starlink connectivity, AI compute (250% YoY growth), and space launch (30% YoY). The company has $50B signed revenue backlog, data centers with 12-month payback, and exclusive Nvidia partnership for 10-20GW compute deployment by 2030.

Limitless Podcast2026-08→
3rdhigh conviction
$ASMLASML Holdingposition

Market overreacts to Chinese DUV prototype: only 5-10 machines/year vs ASML's hundreds

A Chinese company announced a deep ultraviolet (DUV) lithography prototype, not EUV. They target only 5-10 machines per year versus ASML's hundreds. The market dumped Nvidia, AMD, and memory stocks fearing China would flood EUV supply, but the hosts call this a 'nothing burger' and massive overreaction.

Limitless Podcast2026-07→

most discussed · click a bar to filter

recurring themes

192 total
$NVDA
···
Nvidia
HIGHejaaz·Limitless Podcast·5 days ago
SpaceX commits exclusively to Nvidia Vera Rubin, potential $100-200B GPU spend
SpaceX will build exclusively on Nvidia's Vera Rubin architecture, committing to double GPU fleet by end of 2025 — potentially $100-200B in Nvidia revenue — creating a tight hardware-software feedback loop and making SpaceX Nvidia's largest customer.
"Going forward, we've decided to build exclusively on Nvidia because we think that the Vera Rubin architecture is the best architecture... He is basically going to double his exist…"
9:37
$AMD
···
Advanced Micro Devices
LOWejaaz·Limitless Podcast·5 days ago
Anthropic signs major AMD deal as alternative to Nvidia
Anthropic's major deal with AMD shows some diversification away from Nvidia, but SpaceX's exclusive Nvidia commitment suggests Vera Rubin architecture remains preferred for largest-scale deployments.
"Anthropic signed this major deal with AMD. They're signing major deals with other cloud service providers. Elon has basically said, 'Jensen, if you can guarantee me the allocation…"
10:48
$CONDUIT
Conduit
LOWejaaz·Limitless Podcast·4 days ago
Ex-OpenAI researcher joins Conduit building non-invasive BCI wristband for thought-to-text
Brain-computer interface startup using wristband (non-invasive) to translate brain signals to LLM; early stage but represents next computing paradigm after smartphones.
"There is a message from someone who resigned from OpenAI to join a company named Conduit, uh which is working on telepathy. Yeah. So basically the their whole goal is to build an…"
28:20
$NVDA
···
Nvidia
LOWejaaz·Limitless Podcast·4 days ago
Jeff Dean exiting Google TPUs for Nvidia GPUs signals architecture shift
Google's legendary researcher Jeff Dean explicitly said Google TPUs aren't conducive for training diverse AI models and will shift away; implies Nvidia GPUs become default for his new startup Discovery Loop.
"He said explicitly that Google TPUs was a very specific architecture that wasn't really uh conducive to training a lot of different valuable AI models and he's going to move or sh…"
8:50
$DEEPSEEK
DeepSeek
MEDejaaz·Limitless Podcast·4 days ago
DeepSeek V4 Flash achieves 105x cost advantage vs GPT-5 but quality lags in practice
Chinese open-source model matches benchmarks at fraction of cost but feels weaker in day-to-day productivity use; raises question of cost-quality tradeoff for enterprises.
"Deepseek V4 Flash. Again, it's not like a Frontier Frontier model, but it is super cheap to the extent that it costs 105 times less than Fable 5. And this was put to the test, by…"
25:50
$META
···
Meta Platforms
MEDejaaz·Limitless Podcast·4 days ago
Meta's Muse Spark models target cost-intelligence frontier; Zuck's compute advantage could close gap
Meta is releasing models (Muse Spark 1.1, 1.2) competitive on cost per token vs frontier models; with massive compute scale and aggressive release cadence, Meta could compete with OpenAI/Anthropic on intelligence per dollar.
"The more that I see these model releases, the more I kind of figure out their positioning on that pareto frontier of the trade-off between cost and power. And it seems like if I w…"
19:10
$ANTHROPIC
Anthropic
MEDejaaz·Limitless Podcast·5 days ago
Anthropic projects $100B ARR by 2026, signs AMD deal diverging from Nvidia
Anthropic is the only other company projecting $100B ARR by 2026, but chose AMD over Nvidia for chips, contrasting with SpaceX's exclusive Nvidia partnership.
"The only other company that I've heard that projection being made for is Anthropic... Anthropic signed this major deal with AMD. They're signing major deals with other cloud servi…"
2:46
$AAPL
···
Apple
LOWejaaz·Limitless Podcast·4 days ago
Apple losing AI talent war; sued OpenAI over hiring, China charging premium for memory
Apple's lawsuit against OpenAI appears weak (wrong email address, confused names); Siri AI launch imminent but Apple struggling to secure memory supply as China charges more than Samsung/SK Hynix.
"Apple is getting slapped left right and center and I I hope they're able to to figure it out. But on the topic of China, there is a new model from the guys that started it all. De…"
24:10
$GOOGL
···
Alphabet
MEDejaaz·Limitless Podcast·4 days ago
Bear case: Google has lost all its star AI players and competitive edge
Key technical leaders (Jeff Dean, Sanjay Ghemawat, sub-CTO) have departed for recursive self-improvement startups, leaving Google without the talent that built its AI foundation.
"I'll take the bare case on that. Josh, just I have to Well, at least in the short term. Like I I don't They've lost all their star players. Like I I remember like we reported like…"
10:10
$AMZN
···
Amazon
MEDejaaz·Limitless Podcast·5 days ago
Hyperscalers including AWS reporting 40-45% quarterly cloud revenue compounding
Major hyperscalers (AWS, Azure, Google Cloud) are compounding cloud revenue at 40-45% per quarter with expanding margins, validating the AI compute demand that SpaceX is now capturing.
"All their cloud service provider platforms, like Azure, like Google Cloud, like AWS, not only is their revenue increasing by like I think it's like 40 to 45% compounded every sing…"
8:30