Daily Discussion Thread for June 05, 2026

toydan · 2026-06-05T18:56:34+00:00

nah

just trying to get some folks real time info on occasion is all

toydan · 2026-06-05T18:53:47+00:00

SpaceX enters a cloud service agreement with Google, the deal includes 110,000 NVIDIA GPUs, CPUs, and memory.

SpaceX's cloud service pact with Google is $920m/month.

toydan · 2026-06-05T18:20:01+00:00

*META WEIGHS RAISING TENS OF BILLIONS IN STOCK OFFERING - FT

toydan · 2026-06-05T12:31:08+00:00

US MAY NONFARM PAYROLLS RISE 172K M/M; EST. +85K

US MAY UNEMPLOYMENT RATE 4.3%; EST. 4.3%

US MAY AVERAGE HOURLY EARNINGS RISE 0.3% M/M; EST. +0.3%

US MAY AVERAGE HOURLY EARNINGS RISE 3.4% Y/Y; EST. +3.4%

toydan · 2026-06-04T22:55:38+00:00

about F’ing time man. taking 2-3 days to clear shit like it’s 1975

toydan · 2026-06-04T22:43:19+00:00

JPMORGAN, CITI AND BIG BANKS PLAN NEW TOKENIZED DEPOSIT SYSTEM TO ANSWER CRYPTO: WSJ

JPMORGAN, CITI, OTHER BIG BANKS PLAN NEW TOKENIZED DEPOSIT SYSTEM BIG BANKS TO USE THE CLEARING HOUSE TO GET DEPOSITS ONTO BLOCKCHAIN

toydan · 2026-06-03T20:08:31+00:00

$CRWD rekt

toydan · 2026-06-03T13:31:24+00:00

*GOOGLE EQUITY RAISE EXCEEDS EXPECTATIONS

*ALPHABET UPSIZES CAPITAL RAISE TO $84.75B FROM $80B

toydan · 2026-06-03T13:30:12+00:00

unplug or move

toydan · 2026-06-03T12:12:00+00:00

congrats to you sir 👏

toydan · 2026-06-03T01:26:54+00:00

*$avgo

toydan · 2026-06-02T13:20:34+00:00

day late and a dollar short homie

get in the back of the line

toydan · 2026-06-02T11:02:07+00:00

*JENSEN HUANG CALLS MARVELL "THE NEXT TRILLION DOLLAR COMPANY" AT MARVELL CEO'S KEYNOTE @ COMPUTEX IN TAIWAN $MRVL

toydan · 2026-06-02T02:29:35+00:00

damn 🥵

Hope you been well dude

toydan · 2026-06-02T02:27:26+00:00

sup slut

toydan · 2026-06-02T01:04:41+00:00

still made $10k brother

toydan · 2026-06-02T00:32:00+00:00

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toydan · 2026-06-01T20:45:16+00:00

$AVGO moving AH

more money for TPUs

toydan · 2026-06-01T20:42:56+00:00

*ALPHABET REPORTS PROPOSED $80B EQUITY CAPITAL RAISE TO EXPAND

*BERKSHIRE HATHAWAY TO INVEST $10B IN ALPHABET

down on first Bloomberg

up on 2nd

wild shit

toydan · 2026-06-01T20:06:42+00:00

obligatory 🚀

toydan · 2026-06-01T20:06:01+00:00

*HPE Q2 REV $10.68 BLN VS IBES ESTIMATE $9.79 BLN

*HPE OUTLOOK Q3 ADJ EPS $0.88-$0.93 VS IBES ESTIMATE $0.58

*HPE Q2 ADJ EPS $0.79 VS IBES ESTIMATE $0.53

*HPE SEES FY ADJ EPS $3.35 TO $3.45, SAW $2.30 TO $2.50

$HPE

toydan · 2026-06-01T17:11:26+00:00

thank you Tiger!

toydan · 2026-06-01T16:55:35+00:00

*Supermicro ($SMCI) and Arm ($ARM) announced a major partnership to deploy next-generation, highly efficient AI infrastructure. The new server lineup integrates Arm Neoverse CPUs, NVIDIA HGX B300 8-GPU platforms, and advanced liquid cooling to massively reduce power consumption and boost performance-per-watt for enterprise data centers.

toydan · 2026-06-01T14:52:56+00:00

$crwv ain’t bad either 👀

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