This is why you don't short retail favorites in a raging bull market.

$SIVE
NINGI RESEARCH: We are short $SIVE.

A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.

Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report:

$DELL 在一波大gap up以后，老板Michael Dell直接冲到了世界第6富，和当年的 $ORCL 何其相似。所以大家要警惕可能的鬼故事新闻。

$CRWV 极有可能跟随 $ORCL 的强势回归出现一波大的拉涨。

Neocloud正在获得momentumMichael Dell 🇺🇸: The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

RT Deedy
The national high school exam of India, CBSE, has been Pwned!

This incompetent organization continues to deny the allegations against them. And a teenager has taken over their prod servers hosting the exam booklet scans of 2M test takers. They have just taken it down.

All they had to say is "can you help us fix the problem?" but their ego is too big to admit they were wrong.

Incompetence is one thing. The complete lack of accountability to the nation while your servers get catastrophically owned is another. Internet-scale embarrassment.nisarga: We were able to get full create, read, update and delete (CRUD) access & shell access to CBSE's prod servers (as mentioned in their circular https://archive.is/dGw1Q). This is disastrous. Proof archive is at https://archive.is/bPH2U.

Prod URL (might be taken down):

ChatGPT had 80% of global AI users six months ago. Today it’s 60%. Consumer AI is no longer a one-horse race. Here’s a break down.

In that time, Gemini grew from ~20% to ~50% of ChatGPT's unique users.
Claude grew from ~3% to ~20%.

In fact, Claude is the fastest growing website in the top 100 last quarter, followed by DeepSeek (#78, 105%) and Cricbuzz (#52, +69%).

Global website rankings:
– ChatGPT #5 (+11%QoQ)
– Gemini #15 (+27% QoQ)
– Claude #36 (+255% QoQ)

Active users:
Gemini has publicly reported 900M monthly active users and ChatGPT as 900M weekly active users. This number counts native desktop and mobile, so I (naively) use a multiple to scale up web traffic from SimilarWeb. This implies:
— ChatGPT: ~900M WAU, ~1.5B MAU
— Gemini: ~500M WAU, 900M MAU
— Claude: ~150-200M WAU, ~250-300M MAU

Geographically, Gemini has significantly caught up in non-English speaking countries, with 65-70% of ChatGPT in India, Brazil, Japan, Indonesia, Korea and Vietnam while Claude in particular ironically shows remarkable growth in China (!).

VCs often ask startups "What if Google decided to do this?" and usually it's the wrong question. But when Google does indeed decide to put the full force of a company behind something, they're formidable.

This market is starting to look a lot less "winner takes all" and a lot more like cloud market (AWS/Azure/GCP) or wireless market (Verizon/AT&T/T-Mobile) with 3 dominant players: a triopoly.

This is painfully embarrassing.

The national board of education in India just generated an image on ChatGPT to “prove” that they’re secure after a 19yo showed you can edit marks of 2M test takers on their platform.

That is after trying to deny they got hacked using a domain they didn’t own (to prove it, they bought by the domain and redirected it to the blog post about the hack).

Then they claimed (falsely) that no production data was on those servers that was immediately proven false.

These are levels of incompetence we have never seen. The fate of 2M+ students a year rests in these hands. Pathetic.
CBSE HQ: #CBSE #OSM

The older I get, the more I realize that the freedoms I get to enjoy in this country are only because of people who gave up their lives in order to create the possibility for future generations to experience freedom.

Deeply proud to be an American and dedicated to making sure I never forget why I even get to have a chance to pursue the American dream 🇺🇸