AI Chains: What's the Next Stage?
Hello everyone! Today i want to share some trading ideas with you!
1
$Alphabet(GOOGL)$ launched Gemma 4 which is its newest open model family built for reasoning, multimodal tasks, agentic workflows & efficient on-device use.
The release adds long context, code generation & support for 140+ languages as Google keeps expanding its open model ecosystem.
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$NVIDIA(NVDA)$ said it is working with $Alphabet(GOOGL)$ to optimize the new Gemma 4 open models across Nvidia’s full AI stack.
It is another sign Nvidia wants open models running efficiently everywhere from edge devices to high-end AI infrastructure.
3
Great to be featured in The New York Times discussing why Starlink is doing the heavy lifting in the SpaceX IPO.
With ~9M users today and a credible path to 50M over time, Starlink alone could become a ~$40B high-margin recurring revenue business at ~$80–$100 ARPU.
4
$SoFi Technologies Inc.(SOFI)$ launched a unified business banking platform that brings fiat and crypto onto one regulated system with real-time payments and settlement.
The platform is built on API-driven infrastructure with direct Fed access and includes partners like $MasterCard(MA)$, $BitGo Holdings, Inc.(BTGO)$, Galaxy & Fireblocks.
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