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@mikelongterm
Long Term Investor Largest Holding $AMD $PLTR $TSLA Others $XYZ $HIMS $GRAB $TSM $AMZN $NVDA $LMT $ETH $BTC $META $GOOGL $WING $ADBE $BROS Not Financial Advice
World & Business
Palantir reported Q3 revenue of $2.31B (vs. ~$2.18B expected, +96% YoY) and raised full-year 2026 revenue guidance to ~$8.53B.
Technology
Google announced a persistent "Gemini agent" handling multi-day tasks across Workspace, Microsoft 365, Slack, and Jira. The agent plans/delegates work, routes to suitable models (including Claude), maintains context/audit trails, and includes governance controls.
Technology
Reuters reports Elon Musk said SpaceX closed the financing, with Starlink and launch revenue helping preserve credit access.
Technology
A user argues that Meta buys AMD's Instinct GPUs to hedge against Nvidia's pricing and supply risks.
XWorld & Business
A post says the order is for cloud company Vultr and pairs AMD AI racks with HPE networking gear.
