This blast from the past

My god

When the stock rips 20% on earnings only to finish down 10% after guidance from the call

T-Mobile/Sprint deal

Masa Capital Boy in The Steppe

Based on new NBA rights deal reporting it appears Mark Cuban fucked up selling the Mavs when he did - recall he was worried about the TV deal

Looks like the NBA will at least more than double their rights with a decade-long deal

Has this dude had one success since the Mavs buy?

Big if true

Can't argue with the facts

$MSTR is trouncing the field after they started their bitcoin strategy

JPMorgan: $ARM is a key beneficiary in the datacenter market as CPU/GPU integration is a key focus area to unlocking more AI compute in next-generation compute clusters (e.g., more hyperscalers are announcing their Arm-based CPU solutions).

JPMorgan: $AVGO & $MRVL to be major beneficiaries of capex ramps at $META $GOOGL $MSFT $AMZN due to custom chip programs, in addition to both already benefitting from AI networking

Investors have long ago reallocated capital to better businesses

$LBTYK

Apollo is not saving you $PARA shareholders

*TESLA SHARES EXTEND GAIN TO 16%

Yep

Prescient take on $INTC and $ARM from 2020:

'I feel like Intel today is like Nokia in 2010'

'The convergence of mobile and desktop is going to be closer to the mobile end (ARM) as opposed to the desktop side (x86)

Paraphrashed: $GOOGL & $MSFT will follow $AAPL switching to ARM

Barclays upgrades $T (yes, AT&T!) to Overweight

“AT&T has been gradually transforming into a steadier execution story, but its valuation continues to be weighed down by legacy investor perceptions. Along with our strong expectations, this provides a unique window of opportunity”

BAML lowers $INTC price target from $44 to $40

“Value continues to shift away from traditional CPUs ($22bn TAM today) to AI accelerators ($96bn TAM) where INTC’s market share is <1%”

“Intel appears to continue losing server CPU share; 60% in 2025E vs 70% in 23”

$NVDA $AMD $ARM