Nvidia - $NVDA

$500/kg is the launch cost where orbital data centers beat Earth's, Starcloud CEO finds

9 takeaways: A satellite built for $2.5M against a $75M-$100M quote, why chip failures worry Starcloud more than cooling, an 88,000-satellite plan, and…

Nov 1 • Scuttlebutt

"Nobody knows what the value of a B200 will be": DRW CEO on GPU futures

12 insights: why CoreWeave's 15% bond yields show the need for hedging, why GPU futures could list November 9, and the "crunch spread" DRW wants to…

Oct 20 • Scuttlebutt

AI exposure at a 3-year low, but even more positive on 2027–28, says Altimeter's CEO

6 arguments: how Anthropic's forecast went from $30B to at least $100B, why Josh Brown says hot CPI doesn't matter, and the chip stocks Stephanie Link…

Oct 16 • Scuttlebutt

Nvidia would stop selling to an AI lab doing something too dangerous, says its CEO

5 arguments: why sovereign AI can run on American chips, why OpenAI and Anthropic are the fastest-growing tech firms ever, and token costs falling…

Oct 15 • Scuttlebutt

Dyna Robotics chief scientist: robotics has no internet, so Dyna trains on human video

6 insights: why Dyna puts a humanlike torso on wheels instead of legs, what folding napkins at Din Tai Fung proves, and why the best robot hands still…

Oct 14 • Scuttlebutt

Croft Financial portfolio manager: yields rose 130bps in 7 months; 80bps ended 3 cycles

14 arguments: why she blames oil rather than US deficits for higher yields, why Canadian homes at 8.9 times income have further to fall, and why…

Oct 12 • Scuttlebutt

"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners

11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…

Oct 11 • Scuttlebutt

Ex-Weiss Multi-Strategy CIO: AI agents will make crypto the toll collector

9 calls: why AI agents squeeze bank profits, why compute decides the model race, and why bitcoin looks like Micron did in 2024

Oct 11 • Scuttlebutt

a16z co-founder: every great entrepreneur has something "horribly wrong" with them

10 lessons: why he backs world-class strengths over a clean résumé, why a16z backed Trump, and why he thinks the AI bubble talk is wrong

Oct 11 • Scuttlebutt

Halftime Report panel: Nvidia's own AI supply deals top $400 billion

3 takeaways: why the panel calls OpenAI's financing "circular," the 44% Mag-7 wealth effect propping up consumer spending, and the one thing that would…

Oct 10 • Scuttlebutt

OpenAI's revenue is $20B lower than reported, Arena raises $200M — TITV

8 takeaways: the accounting gap behind OpenAI's revenue "snafu," three more Chinese tech giants entering the AI model race, and why Domyn is selling AI…

Oct 10 • Scuttlebutt

Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO

10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…

Oct 10 • Scuttlebutt

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