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๐Ÿงพ The AI boom, with receipts. ๐Ÿ“Š 6 sourced facts every weekday, plus the Weekly Brief, AI deep dives and so much more ๐Ÿš€ Free. Not financial advice.

Not Financial Advice
Joined February 2023
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๐Ÿ’พ $18.0 billion. More than 11 times a year earlier. That's Micron's Core Data Center revenue for FQ4 2026 (to 3 September), against $1.58B a year earlier, at a 90% gross margin. Has memory for AI servers become unusually profitable? $MU
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๐Ÿ‘ท Official job-task lists lag behind how AI is changingโ€ฆ 89% of tasks named by a separate test group of workers, versus 79% for the O*NET database โ€” NBER Working Paper 35987, Nov 2026 ๐Ÿ‘‡ The reply has the source #AI #Stocks #Investing #Automation #Productivity #AllFactsAI
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๐Ÿ“‰ $NVDA closed down ๐Ÿ”ฅ 4.3%. Down 11% through Thursday's close. On track for a sixth straight down week, the longest since 2012. The week is not final. #Nvidia $NVDA #Chips #Semiconductors #Stocks #AI #AllFactsAI #NVDA
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๐Ÿ“‰ CEO Jensen Huang resigned the same day, and CFO Colette Kress is interim CEO. ๐Ÿ”ฅ The leadership change is context beside the tape, not a cause stated for the move. #Nvidia #Chips #Semiconductors โšก The week is not finished ๐Ÿ‘‡
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๐Ÿงพ The AI boom, with receipts. ๐Ÿ“Š 6 sourced facts every weekday. No hype, no price targets. ๐Ÿ“ฌ Plus the Weekly Brief, AI company deep dives and so much more. ๐Ÿ†“ Free. ๐Ÿ‘‡ allfacts.ai/daily?utm_sourceโ€ฆ #AI #AIStocks
๐Ÿค– Made with AI
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๐Ÿ—ณ๏ธ This week's AI receipts. Which number surprised you most? ๐Ÿ’ฌ Vote, then tell us why in the replies. #Tech #StockMarket #AllFactsAI
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๐Ÿ‘‡ Tell us!
0%AMD: 256
0%CoreWeave: $3,661 million
0%Labour: 89%
100%Supply chain: 13
1 votes โ€ข 13 hours
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๐Ÿ“ˆ If the money has to come back, it has to show up in the apps. Layer 9: Palantir, ServiceNow, Salesforce and Tesla. If AI revenue doesn't appear here, the cycle above eventually resets. ๐Ÿ‘‡ youtu.be/acN6EcI7ajI #Palantir $PLTR #AI #AIStocks #Earnings #CapEx #TechStocks
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+10.9% โ€” ๐Ÿ† $SFTBY is today's AI Stock of the Day ๐Ÿ“ˆ SoftBank Group closed +10.9% to $12.49 โ€” the session's biggest AI-stock mover. ๐Ÿ‘‡ Full card and every number in the reply What's your read? ๐Ÿ‘‡ $SFTB.NE #AIinvesting #Stocks #markets #AI #Investing #AllFactsAI
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๐Ÿ”ฉ 256 cores at 600W default CPU power. โ€” AMD press release, 10 Nov 2026 ๐Ÿ‘‡ Source in the reply โ€” check it #AMD #AI #Stocks #Investing #ChipStocks #Chips #AllFactsAI
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๐Ÿ’ฌ Receipt from AMD press release. Would you have guessed within 10%? YES or NO ๐Ÿงฎ How much of AMD's revenue is AI, sourced ๐Ÿ‘‡ allfacts.ai/exposure/amd?carโ€ฆ ๐Ÿ‘‡ allfacts.ai/facts/amd-epyc-vโ€ฆ
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๐Ÿญ 13โ€“18% quarter over quarter in 4Q26. โ€” TrendForce, 11 Nov 2026 ๐Ÿ‘‡ Full source, in the reply #AI #Stocks #Investing #Foundry #ChipStocks #AllFactsAI
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