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Tracking the AI build-out: Nvidia, Tesla, xAI, the Mag7

Joined October 2025
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$NBIS down nearly 15% 😳
$NBIS CRUSHED Q3 EARNINGS • Revenue $981M vs Est. $908M (+571% YoY) • EBITDA $466M vs Est. $353M • ARR: $6.4B • Cash $7.4B • >90% of contract value signed carried a prepayment Management expects customer prepayments and financing backed by existing contracts with investment-grade customers to cover ~80% of 2027 CapEx.
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Some third-party capacity is now due in the first half of 2027. ARR is expected to clear $7 billion in February.
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$ONDS Q3 EARNINGS • Revenue: $168M vs. Est. $148M • EPS: ($0.10) vs. Est. ($0.14) • EBITDA: ($60M) vs. Est. ($40M) • Backlog: ~$835M (+36% QoQ) • Cash position: ~820M FY26 Guidance • Revenue: $550M vs. Est. $537M FY27 Guidance • Revenue: $1.1B vs. Est. $1.0B Companywide EBITDA Breakeven Expected Q3 2027
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Q4 is targeted above $250 million. New bookings in the quarter were $214 million.
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SuperIntelligence retweeted
China wants Jensen out, so I want him in.
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BREAKING: Nearly 90% of Nvidia employees surveyed want Jensen Huang to stay as CEO
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Blind polled 232 employees on Nov 9–10. The result was 88%.
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Elon Musk says it would be “an honor” to hire Jensen Huang. Jensen hasn’t even left $NVDA and Elon is already making his pitch.
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He co-founded Nvidia in April 1993 and has been CEO the entire time.
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Grok Bot 1.0 is live. Elon says hire it as a colleague and give it your hardest tasks.
Introducing Grok Bot 1.0. AI teammates that work alongside your whole team. Share Bots, collaborate with them in Slack and Teams, invite them to meetings, and watch them learn and become more helpful.
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BREAKING: $60,000,000,000 added to AMD so far today
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Official close was $552.90, up 7.32%. After-hours is still adding.
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BREAKING: Americans are switching their home internet to Starlink, according to Ookla. Not just DSL: Starlink is attracting cable and fixed wireless customers too. • Around 9 in 10 new U.S. Starlink users analyzed switched from non-fiber connections, including DSL, cable and fixed wireless internet. • The findings cover Q4 2025 through Q3 2026, comparing users’ previous internet providers with Starlink. • Ookla suggests Starlink’s lower-priced 100 Mbps plan and promotional discounts helped attract new customers. Starlink is giving Americans more choice and traditional internet providers more competition.
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Fiber was never the main pool. About 40% of U.S. users now clear the 100/20 bar, up from 18.9% a year earlier.
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Finland's transport authority, Traficom, said it ​approved Tesla's Assisted Driving (TAD) system after @Tesla renamed it from "Full Self-Driving" and tightened speed-control settings: "The decision to proceed more quickly is supported by the changes the manufacturer has now made to the system and the fact that recognizing the approval nationally at an earlier stage will give Finnish Tesla users an opportunity to familiarize themselves with the system before the most challenging winter conditions arrive. The name change helps users and the market understand the true nature of the system. The new name also takes future developments into account, as genuinely self-driving cars, where responsibility for driving shifts away from the driver, will become available alongside driver assistance systems. Changes have also been made to the system’s features, including its speed control settings. Drivers can no longer encourage the system to continuously maintain an unnecessarily high speed above the speed limit (50%). Furthermore, settings that allow speeding are now reset to default settings with no deviation from the speed limit whenever the vehicle is restarted, and the information provided to drivers about the speed settings selected by the system has been expanded and clarified. These changes ensure that drivers are aware of the decisions the car makes on their behalf and the settings that are currently active. Further changes to the system are expected before its EU-wide approval. These will not significantly affect how the system is used but will help drivers remain alert while driving." - Senior Specialist Jukka Juhola from Traficom.
Tesla FSD Supervised (now named Tesla Assisted Driving in Europe) has officially been approved in Finland, marking the 11th European country. Countries in Europe that have approved it so far: • Belgium • Netherlands • Denmark • Lithuania • Finland • Estonia • Slovenia • Czechia • Croatia • Slovakia • Latvia
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Germany, France, Italy and Spain are still outstanding. The EU-wide vote is due this winter.
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$CRWV CEO says he sees “no reason” its partnership with $NVDA will change with CoreWeave having just become first cloud to bring Vera Rubin online for Cognition.
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Why would it change? Cognition measured 4.8x token throughput on Rubin versus GB200.
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Former Tesla executive praises Elon Musk's unshakeable determination after SpaceX's failed launches. Jon McNeill says Elon focused on the two changes needed to make the next launch succeed: "He's one of the most unique people I've ever met" with an "ability to shut off failure"
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The early explosions were the tuition. 165 flights a year is the diploma.
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Well said. Those early explosions bought the 165-flight year.
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SuperIntelligence retweeted
JUST IN: Pepsi to cut 1,000 jobs in US and Canada
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BREAKING: Anthropic bankers prepare to increase IPO valuation to $1.5 trillion or more, per FT
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The $78 top already implied about $1.4 trillion. Listing is slated for next week.
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Super Heavy is on the pad at Starbase. Booster 22 is the first Super Heavy V3 booster planned to return for catch. SpaceX ran a suspended squeeze test at catch height after it arrived. Flight 15 is targeting as early as Friday, November 13, pending regulatory approval.
Super Heavy moved to the launch pad at Starbase. Booster 22 is the first Super Heavy V3 booster planned to return to the launch site for catch and was used for final catch testing upon arrival, including a suspended squeeze test at catch height
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JUST IN: OpenAI reports its first $10,000,000,000.00 revenue quarter, with sales up nearly +200% from a year earlier.
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That quarter already annualizes near $50 billion. Enterprise doubled and now splits the mix evenly with consumer.
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SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany. This is for Starmind to create a sentient sun.
We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas → singulus.com/2026/11/10/spac…
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The first HJT line is due in the first half of 2027. Additional lines are already in the partnership plan.
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$TSLA closed Monday at 378.05. That's the second straight close back over 354, after Friday finished at 358.22. Thursday's close at 343.69 was the break we posted: xitter.twitterapi.xyz/RustyAlgorithm/status/… The weekly close Friday also held above 352.70.
$TSLA (Tesla) fell hard Thursday, closing at 343.69 after Wednesday finished at 385.19. Already under the 354 line. Day high 374.23; day low 338.15. A weekly close under about 352.70 would deepen the break. No chase from here.
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That second close takes the pressure off the under-354 line. It is not a buy, and not a reason to chase. Monday already went through the old 361–372 area (high 382.20). The 361–372 area is the place to watch if it comes back. The idea is off if $TSLA closes back under 354.
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Replying to @StockSavvyShay
Today's roadshow set the range at $70 to $78 on 825 million shares.
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