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Serenity - NBot Tracker | nbot.ai

Serenity

Serenity

Updated 1d ago

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Latest News

Latest news from Serenity's sources

1d ago

@aleabitoreddit: There you have it, $GOOGL Waymo to explore split with $UBER per FT. My view last year was that Uber...

@aleabitoreddit: There you have it, $GOOGL Waymo to explore split with $UBER per FT.

My view last year was that Uber...

1d ago

@aleabitoreddit: Jensen from $NVDA has joined X for the first time to share his letter on open models.

@aleabitoreddit: Jensen from $NVDA has joined X for the first time to share his letter on open models.

2d ago

@aleabitoreddit: Not exactly for $AAOI (they're working on CPO too, just a little further behind in commercialization...

@aleabitoreddit: Not exactly for $AAOI (they're working on CPO too, just a little further behind in commercialization...

2d ago

@aleabitoreddit reposted: The feeling’s mutual. 🤝

@aleabitoreddit reposted: The feeling’s mutual. 🤝

2d ago

@aleabitoreddit: From $AMD Advancing AI, channel checks: Helios networking partners told me they expect AMD to pursu...

@aleabitoreddit: From $AMD Advancing AI, channel checks:

Helios networking partners told me they expect AMD to pursu...

2d ago

@aleabitoreddit: $AMD reached out directly to hand me some special swag! Apparently they only made 30 of these banda...

@aleabitoreddit: $AMD reached out directly to hand me some special swag!

Apparently they only made 30 of these banda...

2d ago

@aleabitoreddit: I have this feeling that Lisa from $AMD likes AI. It’s cool getting to meet some of you at the even...

@aleabitoreddit: I have this feeling that Lisa from $AMD likes AI.

It’s cool getting to meet some of you at the even...

3d ago

@aleabitoreddit: $INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters). - Prices of some CPU ...

@aleabitoreddit: $INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).

- Prices of some CPU ...

3d ago

@aleabitoreddit: Just some notes from $TSLA transcripts: Elon Musk: "I think Optimus will be the biggest product eve...

@aleabitoreddit: Just some notes from $TSLA transcripts:

Elon Musk: "I think Optimus will be the biggest product eve...

3d ago

@aleabitoreddit: $GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Google is also expect...

@aleabitoreddit: $GOOGL updates FY 2026 capex guidance:

To $195B-$205B. Up from $180B-$190B.

Google is also expect...

3d ago

@aleabitoreddit: $GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compared to 750M back i...

@aleabitoreddit: $GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min.

Compared to 750M back i...

3d ago

@aleabitoreddit: $GOOGL reported earnings today: EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowo...

@aleabitoreddit: $GOOGL reported earnings today:

EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowo...

3d ago

@aleabitoreddit: $AMD to invest $5B in Anthropic. Anthropic in turn will sign a 2 GW deal to buy AMD’s latest chips,...

@aleabitoreddit: $AMD to invest $5B in Anthropic.

Anthropic in turn will sign a 2 GW deal to buy AMD’s latest chips,...

4d ago

@aleabitoreddit: OpenAI models reportedly escaped from its controlled environment, with no internet access. Exploite...

@aleabitoreddit: OpenAI models reportedly escaped from its controlled environment, with no internet access.

Exploite...

4d ago

@aleabitoreddit: Wow, a historic single day recovery. $SIVEF +30.89% $IQEF +28.6% $AEHR +26.53% $CIFR +17.82% $NBIS ...

@aleabitoreddit: Wow, a historic single day recovery.

$SIVEF +30.89%
$IQEF +28.6%
$AEHR +26.53%
$CIFR +17.82%
$NBIS ...

5d ago

@aleabitoreddit: It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23). From Jef...

@aleabitoreddit: It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23).

From Jef...

5d ago

@aleabitoreddit: Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%. Optical networking fro...

@aleabitoreddit: Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%.

Optical networking fro...

5d ago

@aleabitoreddit: If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of...

@aleabitoreddit: If you’re curious why $NBIS is up after hours.

$NVDA disclosed it owns 9.3% beneficial ownership of...

5d ago

@aleabitoreddit: TBH, casually posting novel information discovery to X is how research should be done. Apparently ...

@aleabitoreddit: TBH, casually posting novel information discovery to X is how research should be done.

Apparently ...

5d ago

@aleabitoreddit: $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now i...

@aleabitoreddit: $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now i...