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DanielRomero
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DanielRomero
My prediction for $NBIS this year:
Uneventful first half
Explosive second half
ATHs crushed by EOY
Uneventful first half
Explosive second half
ATHs crushed by EOY
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Gen AI Website Worldwide Traffic Share
→ $GOOG's Gemini surpassed the 20% share benchmark
→ Grok surpasses 3% and is approaching DeepSeek
→ ChatGPT drops below the 65% mark
→ $GOOG's Gemini surpassed the 20% share benchmark
→ Grok surpasses 3% and is approaching DeepSeek
→ ChatGPT drops below the 65% mark
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$AMD may revive older chips as DDR5 prices surge
AMD is exploring plans to reintroduce older AM4 desktop processors as soaring DDR5 memory prices push PC builders toward budget alternatives
The potential move comes as DDR5 memory prices have surged by 250% to 400% since September 2025
AMD is exploring plans to reintroduce older AM4 desktop processors as soaring DDR5 memory prices push PC builders toward budget alternatives
The potential move comes as DDR5 memory prices have surged by 250% to 400% since September 2025
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$INTC clearly needed this CEO change
Impressive turnaround so far
It seems they’re getting new tailwinds each week
Impressive turnaround so far
It seems they’re getting new tailwinds each week
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ChatGPT’s market share has gone from 87% to 64%
• $GOOG's Nano Banana is clearly better for images
• Claude Opus is better for code
• Antigravity has excellent reviews for AI agents
• In terms of reasoning, which was the one area where ChatGPT clearly excelled, Gemini is now very close, if not already superior
Without a clear advantage, how do you justify the valuations OpenAI is currently negotiating?
• $GOOG's Nano Banana is clearly better for images
• Claude Opus is better for code
• Antigravity has excellent reviews for AI agents
• In terms of reasoning, which was the one area where ChatGPT clearly excelled, Gemini is now very close, if not already superior
Without a clear advantage, how do you justify the valuations OpenAI is currently negotiating?
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4 Main Announcements from $AMD at CES
• MI400 product portfolio
• AMD Ryzen AI Halo
• AMD-powered GENE.01 humanoid robot
• MI500 AI accelerator for 2027
• MI400 product portfolio
• AMD Ryzen AI Halo
• AMD-powered GENE.01 humanoid robot
• MI500 AI accelerator for 2027
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$SOFI has to be more transparent with equity offerings
You don’t raise $1.5B without a clear plan, and then fail to give a direct explanation for why, as a financially healthy company
Dilution like this should be for acquisitions, not for arbitrage of share price surges
You don’t raise $1.5B without a clear plan, and then fail to give a direct explanation for why, as a financially healthy company
Dilution like this should be for acquisitions, not for arbitrage of share price surges
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$AMD's MI455X new compute trays are massive compared to $NVDA's
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More information on $AMD's next AI accelerator: MI500
▪ Up to 1,000× performance improvement versus MI300X
▪ Built on a 2 nm process
▪ HBM4E memory
▪ CDNA 6 architecture
▪ Up to 1,000× performance improvement versus MI300X
▪ Built on a 2 nm process
▪ HBM4E memory
▪ CDNA 6 architecture
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$AMD announces its new data center portfolio:
▪ Helios: Hyperscale AI rack featuring 72 GPUs powered by MI455X
▪ Develop-to-deploy 8-GPU enterprise platform based on MI440X
▪ Hybrid platform combining Venice-X CPUs and MI430X
▪ Helios: Hyperscale AI rack featuring 72 GPUs powered by MI455X
▪ Develop-to-deploy 8-GPU enterprise platform based on MI440X
▪ Hybrid platform combining Venice-X CPUs and MI430X
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$INTC claims their new Intel Core Ultra X9 outperforms $NVDA Jetson Orin
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American consumers look in good shape, according to Bank of America data, despite popular sentiment
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$NBIS to offer NVIDIA Vera Rubin NVL72 in US and Europe from H2 2026
Dave Salvator, director of accelerated computing products, $NVDA, said:
“Leading in the era of agentic AI requires infrastructure that is purpose-built for scale, performance, reliability and cost efficiency. Nebius’s AI-native infrastructure will enable customers to deploy NVIDIA Rubin–powered AI applications in production with confidence.”
Dave Salvator, director of accelerated computing products, $NVDA, said:
“Leading in the era of agentic AI requires infrastructure that is purpose-built for scale, performance, reliability and cost efficiency. Nebius’s AI-native infrastructure will enable customers to deploy NVIDIA Rubin–powered AI applications in production with confidence.”
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One of the biggest fumbles in recent years:
- SoftBank sold 80% of Boston Dynamics for just $1.1B
- Surprisingly, no one in the US acquired it at a $1.4B valuation in the middle of the post-pandemic bubble
It could have added tens of billions in equity value to any US company
Figure AI is valued at $39B...
- SoftBank sold 80% of Boston Dynamics for just $1.1B
- Surprisingly, no one in the US acquired it at a $1.4B valuation in the middle of the post-pandemic bubble
It could have added tens of billions in equity value to any US company
Figure AI is valued at $39B...
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I have outperformed the $SPY for 4 consecutive years
I don’t expect 2026 to be any different
In fact, I believe 2026 will be better than 2025
My portfolio is ready for it
Feel free to check it out
I don’t expect 2026 to be any different
In fact, I believe 2026 will be better than 2025
My portfolio is ready for it
Feel free to check it out
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$RIOT was telling you to invest in $HUT 2 months ago
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From a geopolitical standpoint, everyone would benefit from a regime transition in Venezuela
The largest oil reserves on Earth are being held hostage by an incompetent dictatorship
AI requires abundant, low-cost energy. Unlocking these resources would help bring global energy prices down
It is a win-win for anyone not dependent on exporting energy resources
The largest oil reserves on Earth are being held hostage by an incompetent dictatorship
AI requires abundant, low-cost energy. Unlocking these resources would help bring global energy prices down
It is a win-win for anyone not dependent on exporting energy resources
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$AMD captures 47% of Steam’s CPU market, closing the gap with $INTC
$AMD captured 47.27% of the CPU market among Steam users in December 2025, gaining 4.66 percentage points in a single month
$AMD captured 47.27% of the CPU market among Steam users in December 2025, gaining 4.66 percentage points in a single month
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