Alpha～

1/Jensen confirmed it. Vera CPUs are now at Anthropic, OpenAI, SpaceX, and Oracle. 🤖This is Nvidia's second data center CPU. First was Grace (2021). Vera is purpose-built for one thing: agentic AI.2/Grace = general HPC. Vera = orchestration layer for AI agents.When Claude or GPT-4o runs a multi-step autonomous task, the GPU handles inference. The CPU handles the decision logic, tool calls, memory retrieval, loop control. That's Vera's job. 💻3/Why those four customers first?Anthropic + OpenAI: production agentic systems already running at scale.SpaceX: Starlink's autonomous ground network needs exactly this kind of CPU.Oracle: cloud infrastructure partner, early deployment makes sense.4/Jensen also said China will "gradually open." No timeline.But Vera going to the top four AI labs while China sits out the H200 trade tells you where Nvidia's near-term growth is coming from. It's not China. It's every other AI lab on the planet. 🇺🇸Watch Nvidia's Q3 earnings. Vera attach rate in data center revenue is the new number to track.

Two new data centers announced, powered by renewables, and Wells Fargo just upgraded with a $387 target. Google is quietly building the AI infrastructure moat while everyone stares at the GPU shortage narrative. $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) 

Last time AMD had a big data-centre share-gain quarter was Q3 2024. Stock ripped 18% in a week. Doesn't mean it happens again, but the setup rhymes. Stay nimble.

Micron earnings Thursday. Memory stocks been on fire. Please keep running 🔥

$Apple(AAPL.US) Long-term, their own AI server chips and data centers are the real story. This Gemini deal is just a stepping stone.

Micron's HBM4 win with Nvidia is the real story. Memory cycle now driven by AI, not consumer — multiples can expand

$Circle(CRCL.US) down again today. Value trap or buying opportunity?🤔

Intel reports Q1 Wednesday. The one line I'm watching: foundry external revenue. Everything else is noise until Lip-Bu Tan shows a real third-party customer win. Will it show up?

INTC just went nuts this week 🚀 Joined Musk's Terafab thing with Tesla/xAI — stock shot up like 15%, hit almost $59. Some call it hype, some call it a turnaround 🤷‍♂️ 18A foundry finally got a real customer. Also bought back full control of Fab 34 from Apollo for $14B. Advanced packaging deals with Google/Amazon rumored. But uh… foundry still lost $2.5B last quarter. Yields apparently only ~60% and needs 80%+ for Tesla orders. Earnings on Apr 23 expected to be negative. Analysts can't decide: KeyBanc says $70, HSBC says Sell. Classic. Musk narrative doing all the heavy lifting right now. Anyone actually buying this or just watching the show?🤔

$Coreweave(CRWV.US) I plan to buy back in after the price drops a bit more. The current price is too high and I'm scared.

$Apple(AAPL.US)’s first foldable: 7.8-inch screen, 500k folds, better battery… But is this enough to justify the crazy price?

COIN and CRCL still haven’t caught up with Bitcoin — they’ve got some catching up to do.