DanielRomero

$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

$AMD's MI455X new compute trays are massive compared to $NVDA's

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

$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

$INTC claims their new Intel Core Ultra X9 outperforms $NVDA Jetson Orin

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...

5 Bitcoin Miners that could re-rate in 2026
$CLSK
$BITF
$DGXX
$SLNH
$RIOT

$RIOT was telling you to invest in $HUT 2 months ago

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

$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

$INTC was the best-performing underdog of 2025 (+94%)
It outperformed:
• $NVDA (+37%)
• $AMD (+84%)
• $AVGO (+50%)
• $MRVL (-21%)
• $ALAB (+33%)
• $ASML (+43%)
• $GOOG (+64%)
• $ARM (-10%)

Predictions for 2026:
• Data center stocks blow past ATHs as the power bottleneck becomes even more obvious
• The first AI operating systems show up, with complete control over the computer
• Memory stocks go higher, the top isn’t in
• Vibe run companies appear, businesses where AI does everything, from market research to promotion
• With the surge of AI accounts, companies start requiring proof of personhood, with a clear distinction between AI influencers and human influencers
• We see the first patent with AI listed as an inventor
• Finance moves toward a 24/7 model, powered by block

Bank of America analyst Vivek Arya projects that global semiconductor sales will surge roughly 30% year over year, exceeding $1 trillion in 2026
$NVDA $AMD $AVGO $INTC $QCOM $ARM
At 15x sales, that implies a $15 trillion valuation for chip sellers
Imagine the opportunity by 2030+

Which one is more likely to 2x this year?
$NBIS at a $21B market cap
$IREN at a $11B market cap
$CIFR at a $6B market cap
$HUT at a $5B market cap
$RIOT at a $5B market cap
$WULF at a $5B market cap
$CLSK at a $2.7B market cap
$BITF at a $1.4B market cap
$DGXX at a $165M market cap
$SLNH at a $115M market cap

How is nobody talking about $RIOT?
• Half the market cap of $IREN
• 1 GW data center campus under construction
• 36.5 EH/s of deployed hash rate
• 2 GW of total power capacity