Where are they getting it from and for what reason. Well, there's still some open questions about exactly which shuttle that they want. But it's pretty clear that they ultimately want Space Shuttle Discovery, which is currently at the Smithsonian in Washington, D.C. , or in the Washington, D. C.area. And for them, they say they're writing an egregious wrong and happened back at the end of the shuttle program when those shuttles were allocated to different cities and museums. You know, at the time, the peopl ...

NVIDIA's Market Position and Growth - NVIDIA faces a potential couple billion dollar impact related to China, but any dip in stock price should be bought [1][2] - The market has never seen a product like NVIDIA's GPUs, with Blackwell and Black Ultra generations simultaneously preparing to ramp [2][3] - A year ago, analysis predicted a $50 billion datacenter segment by the end of the year, and with half the year through, it's already at $41-42 billion, making the $50 billion target highly likely [5] - The data center segment could reach $200 billion in the next couple of quarters, potentially leading to a $6 trillion market cap off Blackwell and Black Ultra [7] - Potential for another 100% growth between now and the close of fiscal year 2027, not even considering Rubin [8] Demand and Supply Dynamics - The issue NVIDIA faces is not a demand issue, but primarily a supply issue [3] - Strong appetite and sales are observed for the latest Blackwell architecture [4] - Analysts are underestimating both NVIDIA's estimates and CapEx estimates [6] Energy and Infrastructure Considerations - The constraint for NVIDIA will become the power side, which needs to be resolved between Blackwell and Rubin [11] - Diversification within the energy area is a great way to position for Rubin, which will push the upper limit of what the grid is capable of today [9] - Blackwell and Black Ultra are nudging the power supply deals, while Rubin will require it, suggesting a need for energy exposure in the next 1-2 years [13]

Europe is very committed to these taxes, whether or not it is some sort of bargaining chip mentality or waiting, what the OECD eventually does in terms of levelling the playing field on taxes on such big juggernauts. But remind us, 2019, France first put it in. Right. Yeah, that's exactly right.Now. Trump was not specific about which countries he was criticizing here for having these digital service taxes. As you alluded to earlier, the spokeswoman for the EU said that it's our sovereign right to impose the ...

What the market likes is that they're paying far more while AT&T is paying far more than originally EchoStar did for these licenses. That's right. So we're looking at the the stocks reacting pretty spectacularly to this deal that was announced this morning.And as you mentioned, Caroline, we are seeing kind of the latest step to resolve a regulatory probe over EchoStar potentially not pulling its licenses to the highest and best use. We know that EchoStar met with the FCC chair, Brendan Carr, and also Presid ...

E-sports Industry Growth & Mainstreaming - E-sports is evolving from club-based origins to a mainstream phenomenon, aiming for broader appeal [3] - The E-sports World Cup serves as a proof point, demonstrating the potential for large-scale, unified competitions across various game disciplines [2] - The E-sports Nations Cup is positioned as a logical next step, building on the E-sports World Cup platform [4] Viewership & Engagement - The E-sports World Cup garnered 700 million viewers worldwide [2] - Rio attracted 3 million visitors for the event, comparable to top Las Vegas visitor numbers over four weeks [2] Saudi Arabia's Role & Investment - Saudi Arabia has a large gaming population, with 63% below 35 years old and 70% identifying as gamers [5] - The Saudi Arabian government, including the Crown Prince, understands gaming and is actively diversifying the economy through tourism and e-sports [5][6] - Saudi Arabia is investing in e-sports as part of its economic diversification strategy [6][7] Sponsorship & Monetization - The E-sports World Cup has secured over 22 sponsors, including international brands like Sony, Amazon, Pepsi, Hertz, and MasterCard [8] - Sponsorship income is well over nine figures, but the industry is still in its early stages of monetization [9] - Government investment, like that from Saudi Arabia, is crucial for the financial viability of large-scale e-sports events [9][10]

Valuation Concerns - The company's valuation is approximately 70 times revenue, a multiple rarely seen and unsustainable for software companies [1] - While the company's fundamentals are exceptional, the valuation remains a concern, reminiscent of past instances where high multiples for companies like Snowflake proved unsustainable [3][4] - A significant portion (around 40%) of the investor base is retail investors, which can sustain the stock price for a while, but institutional investors have valuation thresholds they cannot exceed [5] Growth and Sustainability - The company's performance is outstanding, with top-line and bottom-line margin combined equaling 90, which is unheard of [2][3] - Deceleration in revenue growth could trigger a multiple contraction, especially given the current high valuation [4] - The CEO's statement about growing revenue ten X with a shrinking employee workforce raises questions about the sustainability of such growth, considering the need for talented personnel to implement the software [7] Market Dynamics and Risks - The market's irrationality, driven by a retail investor base, could persist, making it difficult to predict when the stock's high valuation will correct [9] - The company's unique business model and exceptional execution have defied fundamental reasons to sell the stock, despite the stretched multiple [10][11] - Upside risks include potential monetization of IP and sustained commercial momentum, which could justify the valuation [8]

Bring us the context of last week prior, of course, to Jackson Hole and Euphoria on Friday. We were worried about overall frothy valuations in the area of high. Is in video going to be a key test on that.I think it is. I mean, I think that really is keeping the market right now with respect to the trade on pause, waiting for more news from NVIDIA to see what earnings fares and really to see if they've been able to continue to grow into what are really lofty growth numbers. You certainly seen a come under pr ...

Mike, it is interesting that, of course the money comes from that that was already promised to Intel. Remind us of the detail of the deal. Well.So in the broad strokes, it's a nearly 10% stake totaling more than 400 million shares going to the U.S. government in this carries in exchange for what has not yet been spent out of the grant money that was to go to Intel through the Chips and Science Act. Remember, this is the law that was passed under President Joe Biden designed to spur domestic chip manufacturi ...

He threatened this earlier this month on X and now he's gone through with that threat. Ultimately couldn't do anything to the relationship that open air does have with Apple and vice versa. I don't see.So I mean, if they consider this an antitrust violation, that being the courts or the government or what have you. What I would have to do is open up what they call extensions within Siri. So right now, the open air relationship is what's called an extension in Siri.If it doesn't understand one of your comman ...

If this all turns out to be true and it happens quickly, I know many Siri users that would be very pleased, Mark. I imagine that we're looking at sort of dates and months when this might happen. Yeah.So Apple's holding what they call a bake off internally where they're trying to determine what's the best direction for the future of Siri. Right now, Siri runs on what they call Apple Foundation models, in other words, underlying technology developed by Apple. Right.We know from experience that in use it's not ...