Nicholas Mugalli

I will add $250,000 to it making it $500,000!! Debate him!!

None of this feels organic…all coordinated attacks on Jensen(?)

If you’re an AI bull, these Jensen Huang allegations are a generational gift on $NVDA

*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT *HUANG SAID TO HAVE RELATIONSHIP WITH VP AT NVIDIA: NYT Here we go again $NVDA

*BESSENT CONFRONTS LUTNICK OVER FAILURE TO BLACKLIST NVIDIA CUSTOMER MEGASPEED *AXIOS: TREASURY SECRETARY BESSENT TARGETS COMMERCE CHIEF LUTNICK OVER CHIP DIVERSION TO CHINA *LUTNICK ACCUSED OF RESISTING INTELLIGENCE WARNINGS ON MEGASPEED TO AVOID TRADE WAR ESCALATION *CABINET LEVEL CLASH INTENSIFIES SCRUTINY ON ADMIN EXPORT CONTROLS AND $NVDA TIES

*ANTHROPIC $90B IPO REPORTEDLY MULTIPLE TIMES OVERSUBSCRIBED ACROSS INSTITUTIONAL ORDERS $ANT *ANTHROPIC TARGETS UP TO $90.4B RAISE VIA IPO AND PRIVATE PLACEMENT IN HISTORIC PUBLIC DEBUT *ANTHROPIC EYING $1.4T FULLY DILUTED VALUATION WITH GOLDMAN SACHS AND MORGAN STANLEY LEAD MANAGING *EARLY INVESTORS RESELLING ALLOCATIONS AT PREMIUMS AS DEMAND SURGES AHEAD OF NASDAQ LISTING

*GOOGLE EXPANDS ARM AXION CPU USE AS HOST COMPUTE ACROSS NEXT-GEN TPU PORTFOLIO INCLUDING TPU 8I MAX * $GOOGL AXION TO SUPPORT MAJORITY OF NEXT GEN TPU DEPLOYMENTS IN PIVOT AWAY FROM X86 HOST ARCHITECTURE *ARM TARGETS >60% U.S. TOP TIER HYPERSCALER DATA CENTER MARKET SHARE BY END OF 2026 $ARM

WOW!!🤯 $CRWV Q3 earnings: - Revenue: $3.66B vs $3.56B est. (+169% y/y) - Adj. operating income: $379M vs $246M est. - Adj. EBITDA: $2.26B vs $2.05B est. (62% margin) - Operating income: $207M vs $64M est. This is the quarter CoreWeave needed, imo. Not because of revenue which was a good beat but because of what happened underneath it. Adjusted operating margin roughly doubled in a single quarter from about 5% to over 10%. Operating income came in more than 3 times what the Street expected. That's the answer to the biggest bear question on this stock…can a neocloud actually make money once capacity is live? $CRWV says yes. The data centers turned on, the revenue showed up and margins expanded the way they're supposed to as each site fills up. Margin is rising faster than interest and the backlog is well over $100B before anything new is signed. Every quarter that gap narrows, the equity gets rerated. I said it on air today…demand was never the question, delivery and funding were. Add a Fed cut in December and its biggest expense starts to fall…I think the most hated stock in AI is about to become one of the most loved...

$CRWV is a buy. Fears are way overblown. Stay locked in. Demand still over exceeds supply by every metric…

$MSFT as soon as this came out. Wow Anthropic clout is back…a direct hit…

*ANTHROPIC UNVEILS OFFICE TOOLS BEFORE IPO, RIVALING MICROSOFT $MSFT -2%

*JENSEN HUANG OF $NVDA TO JOIN PRESIDENT TRUMP ON HIS TRIP TO CHINA NEXT WEEK

$WYFI Q3 earnings: - Revenue: $24.0M vs $29.8M est. (+19% y/y) - Adj. EBITDA: ~breakeven vs $9.6M est. - Colocation: $5.6M, +232% y/y - New cloud contracts: $700M+, ~$365M annualized at full deployment WhiteFiber is the neocloud problem in miniature imo. Plenty of demand, not enough capacity built yet to serve it. The quarter was ugly. Revenue missed by nearly 20%, EBITDA came in around zero against ~$10M expected and cloud revenue barely grew. But the contracts are interesting…WhiteFiber signed $700M+ of new cloud deals that are worth ~$365M a year once deployed, almost 4x today's run rate. The question is whether it can build fast enough on a small balance sheet. It has $148M of cash against over $1B of contracted work. It just spent $60M on two more sites. The $81M conversion charge means shareholders are already being diluted to clean up the debt. Mgmt said it best…the job now is turning contracts into cash. Until the megawatts show up in the numbers, this trades on financing…

Anthropic's revenue run rate jumped $10B in one month, to $81B at Oct. 31 from ~$71B at the end of September, per its IPO filing🤯 - Q3 revenue: $17B, up 1,127% y/y
- Customers spending $100K+ a year: 950+ -> 11,900+ in 12 months To put that $10B in context. In 30 days Anthropic added more annual revenue than Cloudflare does in 3 years and more than double what $PLTR made all of last year...

Who's buying the $26B Anthropic private placement: - $GOOGL: $10.0B
- $NVDA: $10.0B
- $AMD: $2.5B
- $AVGO: $1.0B
- $MU: $1.0B
- $MSFT: $1.0B
- $TSM: $500M It's the entire AI supply chain: chips, memory, foundry, cloud. They're all writing checks at the IPO price NOT getting any type of discount. When the companies that see the order books first all put cash in…that's not a “bubble”. That's the most informed buyers in the world. $ANT prices Nov 19. Biggest IPO ever by far…