How is nobody questioning how he’s allowed to talk about either company while under an NDA?
2026-09-14 02:58:15
2
sectororbit_app :
The way I see the AI stack broadly is power, foundries, optical/interconnect, neoclouds, stack sales (Dell, SMCI, HPE CSCO), cybersecurity, neoclouds, hyperscalers - if politics gets in the way of scale due to AI doomerism - I only see one or two of these will continue to produce CONTINUED increased guidance and thriving the next few quarters… thoughts?
2026-09-13 22:12:31
0
01chucky10 :
They knew they are already behind China… so oh we that bcos we slowed down…. Months and years later 😁
2026-09-15 05:58:06
1
Halal Chef :
Physical AI could eventually do almost anything humans can physically do, so we need strict restrictions and reliable safety mechanisms.
2026-09-13 21:34:52
0
{Human}{brand}{Artist} :
🎯
2026-09-13 21:25:24
0
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