$U comments from a $AAPL Vision Pro developer

Sold out of some $HPE to add more to $U. Hopefully they will keep scalping it because I suspect a big move is coming. The $AAPL news is a once an every so often type of catalyst IMO

The hatred for $SHOP and shakeouts from $24 to $64 has been epic. The more you tune out every piece of noise the better off you are.

Unreal developers looking at Unity right now… $U

I doubt Apple will be using Unreal Engine any time soon. $U $AAPL

More grizzlies…

Grizzlies

Artist Point, Lower Falls in Yellowstone

"Be the first to create for Apple’s visionOS platform" $U $AAPL

Comments from $MRVL on buildout needs for AI data centers, which is going to drive significant spend from the big cloud players. If you have time, look at the infrastructure & hybrid cloud offerings from $HPE. Its not so clear that $MSFT $AMZN $GOOGL have a cloud edge anymore

@majgeoinvesting @OpenOutcrier wow

Poor $NVTA, they were just one letter away from being great.

"And then I guess as you think about Intelligent Edge, your stock price clearly is not reflecting all the value that this segment is creating for your customers. So I'm wondering, have you looked at or thought about different ways to unlock that potential value over time?"

I was in $FCAU back in 2013/14 when they announced they would spin off $RACE. Ultimately, the parent/spinoff yielded 400%+ returns from late 2015 RACE spinoff. This is pure speculation on my part, but there was an analyst question on the call two days ago about this.

Minor mention of $HPE, which may be biggest AI infrastructure beneficiary. Servers + Supercomputers + Edge + GPU/CPU + hybrid cloud platform that's growing 50%+ This division did $1.3B revs and $350M op profit ($5.2B, $1.4B annual) in q2. Would would this be worth in a spin off?

"De-Risking Cell And Gene Therapy Clinical Trials"

Your handy AI watch list

Really enjoyed this discussion, particularly around mental toughness and focusing on process over results, which applies to business and investing.

“We are on our way now to deploy 4 more” 1st one was $600m

Cool stuff...AI is likely going to power a lot of discoveries in science...

-$32B for one segment -They're selling investment in H3C that I think will net them $3.5B. -Net debt ~$6B. = $32 + 3.5 - 6 = $29.5B By comparison, mkt cap is $18.4B after hours. I'd have to imagine an activist steps in here at some point. FD: Long / biased

$HPE missed top/bottom but kept annual guidance intact. Their Intelligent Edge group is likely worth a lot on its own. Was a question about unlocking value on this group. He mentioned $ANET as a comp; their edge group would be worth $32 Billion on its own using that comp.

$MRVL popped $14B on this: "AI-related revenue was about $ 200 million last fiscal year, meaning it could reach at least $400 million this fiscal year and double again from there in the following fiscal year." Meanwhile over at $HPE...