BLUE retweeted
SOFTBANK GOES ALL IN ON $INTC!
This @ttvresearch visual shows SoftBank's equity holdings in Q2 2026, as per the firm's 13F filing for the quarter. The firm's portfolio is heavily concentrated in the tech and banking sectors!
@tradertvlive $SPY $QQQ $INTC $SYM $TMUS $WBTN $INTR $TEM $KLAR $TSM $NU $VTEX @SoftBank
WHAT'S $PS HOLDING RIGHT NOW?
Pershing Square's Q2 2026 earnings report and conference call yesterday provided a window into the company's portfolio performance! This visual tracks year-to-date and Q2 2026 shareholder returns for each of the thirteen stocks Bill Ackman's firm had in its portfolio as of the end of the quarter.
$PS also disclosed new positions in Intercontinental Exchange and Alcon. Because these positions were added after the conclusion of fiscal Q2, Pershing Square did not include their stock performances in its shareholder letter.
@tradertvlive $SPY $QQQ $UBER $MSFT $META $AMZN $V $MA $NFLX @BillAckman
BLUE retweeted
$ORCL now has ~$638B of contracted backlog against a ~$540B market cap.
That backlog is larger than $GOOGL, $AMZN and even $MSFT.
$ORCL RPO growth is absolutely wild with backlog adding $85B sequentially while OCI accelerated to 93% growth in Q4.
Oracle is taking on one of the most aggressive AI infrastructure builds in the market and while its Q1 guide implies RPO conversion is stepping up, bookings are still outrunning conversion roughly 4-to-1.
That is why the $40B financing plan is smaller than it looks since customers are already covering $75B of the buildout themselves.
BLUE retweeted
$ORCL RPO growth is absolutely wild with backlog adding $85B sequentially while OCI accelerated to 93% growth in Q4.
Oracle is taking on one of the most aggressive AI infrastructure builds in the market and while its Q1 guide implies RPO conversion is stepping up, bookings are still outrunning conversion roughly 4-to-1.
That is why the $40B financing plan is smaller than it looks since customers are already covering $75B of the buildout themselves.
$ORCL Q4 EARNINGS
• Revenue $19.2B vs Est. $19.1B
• EPS $2.11 vs Est. $1.97
• Operating Income $8.6B vs Est. $8.3B
• RPOs $638B vs Est. $590B (+363% YoY)
FY28 Guidance
• Revenue $90B vs Est. $89B
• EPS $8.05 vs Est. $7.45
Oracle announced a $40B financing plan.
The first cohort begins in September 2026. Engineers from Nebius and NVIDIA will provide teams with hands-on technical guidance.
Read more in the press release: nebius.com/newsroom/nebius-l…
BLUE retweeted
🚨 JUST IN: NEBIUS LAUNCHES PHYSICAL AI LIVING LAB WITH NVIDIA
$NBIS announced the launch of its Physical AI Living Lab, a six-month program designed to help UK and European robotics startups build and deploy AI-powered robots using $NVDA’s full Physical AI software stack and Nebius AI Cloud infrastructure.
The program will provide startups access to NVIDIA Cosmos, Isaac Sim, Isaac Lab, OSMO, and Blackwell-powered RTX PRO 6000 infrastructure, aiming to accelerate the path from simulation to real-world deployment.
The first cohort is scheduled to begin in September 2026.
🚨 Just in: Nebius $NBIS launches a Physical AI Living Lab for UK and European robotics startups built with NVIDIA technologies.
The six-month program gives robotics startups access to NVIDIA physical AI tools and Nebius AI Cloud infrastructure.
- The first phase will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs.
- Startups will use NVIDIA OSMO, Cosmos, Isaac Sim, Isaac Lab, the NVIDIA Physical AI Data Factory Blueprint, and Voxel51's FiftyOne integration.
- Applications run through the NVIDIA Inception pipeline, with the first cohort starting in September 2026.
$NVDA
$NBIS was given a $280 price target by BofA
The valuation is based on an 8.5x multiple on 2027 sales
Key quote:
"The company noted it typically has 3-4 customers competing for each GPU, which we view as supportive of pricing leverage and optionality in choosing customers"
BLUE retweeted
$NBIS was given a $280 price target by BofA
The valuation is based on an 8.5x multiple on 2027 sales
Key quote:
"The company noted it typically has 3-4 customers competing for each GPU, which we view as supportive of pricing leverage and optionality in choosing customers"
Nebius has announced an investment of £1.7 billion to build out capacity in the UK with three new deployments of NVIDIA infrastructure.
The three new sites will deploy the latest generations of NVIDIA’s full-stack, end-to-end AI factory platform technology and combined will reach 65 MW when fully ramped up in 2027.
In addition to the capacity investment, Nebius is expanding its commercial and AI R&D hub in London and establishing local partnerships with universities and research institutions through Nebius Academy.
Arkady Volozh, founder and CEO of Nebius, said:
"The UK is one of the places where AI is being built, deployed, and adopted at the same time — by startups, by enterprises, and by the public sector. The work is happening here and the demand is here. And we are also here for the long run."
Read the full press release: nebius.com/newsroom/nebius-e…
BLUE retweeted
$NVDA and SK Hynix announced a multiyear partnership to co-develop advanced memory for Vera Rubin AI supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
$DRAM 🚀
NVIDIA $NVDA AND SK HYNIX JUST ANNOUNCED A MULTIYEAR TECHNOLOGY PARTNERSHIP
SK Hynix will codevelop memory for four specific NVIDIA platforms: Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs, and Jetson Thor robotic computing platforms.
SK Hynix will apply AI to semiconductor chip design and manufacturing itself, using NVIDIA's CUDA-X libraries and PhysicsNeMo framework to accelerate chip simulations and engineering workflows.
SK Hynix will build factory digital twins using NVIDIA Omniverse, targeting fully autonomous fab operations.
"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance." - Jensen Huang
