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the high-level reason that IBM is not well positioned in the token path, to use the Brad Gerstner and Gavin Baker parlance, is that AI spending is currently flowing into GPUs, memory, networking, hyperscale cloud computing, and frontier model inference. IBM is not a major winner in those categories.
the show Love Island, uh, a reality dating competition... has become an unusually active trading category. According to Barron's, the current season drove 106% increase in weekly active female mobile users of Kalshi between June 8th and June 28th, compared with a 54% increase among men.
So this felt like a very logical story. And I'm a little bit uncertain that this is a good decision for the UK to help these businesses. It feels like it's just going to wind up hurting both of them.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
A GTA 6 delay would knock the stock, which is exactly why someone is camping outside Rockstar measuring oxygen and counting cars to front-run the release date.
Yeah, I think that part is actually kind of similar. It's like, how do you make a meaningful rocket space company by being hyper, hyper focused on a small number of things? Because like I said, we're not in the business of doing human spaceflight and all these other things. But how do you find that, that niche that you care about and stay ultra focused on, on making that happen?
Bending Spoons opened at around $30, $29, $31 a share. It's now at $40. Nice little pop.
the reason I, I believe that is because I believe they had— Meta, yeah, like, was reaching out to the various prediction market providers to try to be potential, like, partners and/or vendors.
Works every time. Works every, every single time. We keep debating this, this meta question of will they launch a, a financially incentivized prediction market or will it purely be for social clout? You're still in the camp of there's going to be real dollars. It just feels like the first time Meta—
the Meta AI app sitting at 17 in the App Store right now, you know, not nothing. Like the market is clearly not like sending signals like, hey, we're really excited for you guys to like pivot into enterprise
Snap is working on a deal with Robert Downey Jr. to spend $100 million potentially for a partnership there. Which is deeply confusing.
a $2,000 device doesn't really align to their, what I believe is their core demo.
Can you imagine telling somebody that 2 years ago that SpaceX in 2026 would be worth $2.3 trillion and Meta would be worth $1.4 trillion with Meta at $200 billion of revenue growing 30% year over year?
We will talk about SpaceX in a bit, but SpaceX is looking for $70 billion, and it's a huge business with so much attention. This is an entirely new thing, and they want to put $100 billion to work. But of course, Bezos has plenty of money and to backstop it, anchor it, do whatever he needs, and he has massive connections. Uh, so the Wall Street Journal reported this, and they said the goal was with that fund to acquire manufacturing businesses and deploy AI across their operations.
I don't believe that people are going to go to these lengths unless they're making money on it.
Ramp is now worth more than PayPal. PayPal has $32 billion of revenue, but PayPal certainly has, I would say, probably negative momentum, whereas Ramp has incredible momentum.
$44 billion valuation. Really, really solid traction... They raised $750 million at a $44 billion valuation. Last time we grew this fast, we were 1/20th of the size.
really, 3 days after I just put down a deposit on my own sim. Really? Yeah. Did you actually? Yeah. No way. Uh, but, but I, I don't think that's going to be— this is very— that's going to be very specific, I imagine. Yeah. Uh, for, I imagine, NASCAR simulation, right? Because that's, that's where they're focused. But, um, very, very cool. Matthew Prince over at Cloudflare says, well, that happened faster than I predicted.
analysts say the US housing shortage of more than 4 million homes means new homes need to be built.
we basically turned it on and, pretty much 15 minutes in, I texted John and said I thought the stock would nuke on Tuesday.
Um, yeah, TJ says, my opinion is, is in 10 years' time the Johnny Ives Ferrari design will be the main business at a price point of $150,000 to $250,000 equivalent and slowly washes out Ferrari as we know it. Launching at today's price point preserves the dying core biz while they transition to an Apple-style business. I would— TJ knows a lot more about cars than I would. I would take— but I would take that.
And they want something that's more focused and more of an experience. They don't want something that's practical at all. Yeah.
Tay Kim says, "This hire is a literal game changer." Matthew Ball knows gaming and what needs to be done. This news makes me the most bullish I've been on Xbox in 7 years.
So when you see Ray-Bans and they're a little thick, you start immediately thinking, oh, should I be looking for a camera lens? Am I being recorded? Uh, but the Gentle Monster design, the silhouette, doesn't scream technology. It doesn't scream wearable face camera. And so these are going to be a little bit more stealthy. Um, Warby Parkers look nice, but the camera pump on this—
High Yield Harry says, I like how Bill Well, Ackman's whole thing now is just buying Mag7 names that have traded off. And there's a whole thesis on this. Yeah. So he did this with Meta.
Figma, uh, crushed their Q1 46% year-over-year revenue growth, accelerating for the second straight quarter. They had net dollar retention rate of 139%, our highest rate in over 2 years, and they raised their 2026 revenue guidance.
We have their Q1 results. He says quick update, not dead and putting up some insane numbers. 46% year-over-year revenue growth accelerating for the second straight quarter.
Do you want to talk about— Matthew was adding to the conversation we had with Doomberg. Doomberg was fine. Doomberg was saying the only way the data center buildout will be successful is by either breaking all the rules or going off-grid. And Sean, you said the tech crowd keeps leaning into this off-grid is the only way thesis. And I disagree with this notion. The exhibit, an example of XAI Colossus, even overstates what's actually happening at Colossus. Okay.
SpaceX, Google are in talks to launch data centers in orbit. Deal between the two tech titans would give a boost to SpaceX business ahead of a historic public listing.
the labs end up going public at valuations somewhere in the range of Meta while Meta is sitting there with $200 billion of annualized revenue growing 33% a year. One of the greatest businesses in all of human history, and not really getting full credit for, for that or their various AI initiatives.
We're now at $40, but we're still off by, call it, $16. And the $20, as far as I understand, while it's considered a highly confident letter, meaning TD saying they're highly confident that they would provide the financing, it's not locked financing.
That's a big debate because there's one bull case where, oh, they're optimistic, they're going to buy more compute. But it's like, no, there's a possibility that they're just spending more to get the same amount of compute as they thought. But the big problem for shareholders, the big answer is it's not as clean of a—
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