Antony retweeted
BREAKING: Advanced Micro Devices stock, $AMD, officially crosses above $1 trillion in market cap for the first time in history.
This puts the stock up +30,400% over the last 10 years.
$10,000 invested in AMD in 2016 would be worth $3,050,000 today.
The $20B comes mainly from rack sales(grace + blackwell included) not standalone Vera (confirmed by CFO). Jensen danced around the question on the call when Vivek asked him to clarify. Vera can’t even touch Turin and Venice is shipping Q3. $AMD $INTC $NVDA $ARM
The Vera CPU commentary was also WAY more interesting than the market gave it credit for since $NVDA essentially said it has visibility to ~$20B in total CPU revenue this year with production shipments starting in Q3.
CPUs about to open a brand new revenue pool for Jensen.
Antony retweeted
BS. Right on target for H2 2026.
SemiAnalysis:
Engineering samples and low-volume production of $AMD's first rack-scale MI455X system will begin in H2 2026. Due to manufacturing delays, mass production ramp, and the first production tokens generated on the MI455X will not occur until Q2 2027
Antony retweeted
This is how Croatians celebrated their Catholic heritage during Marko Perković Thompson's concert in Croatia today, which drew over 500,000 attendees—illuminating a cross and an image of the Virgin Mary in the sky using drones.
Image: Love Croatia
Antony retweeted
🇭🇷 500 000 Croats attending a concert by the nationalist hard rock musician Thompson in Zagreb yesterday.
Before the concert, he sent a message to the audience and all Europeans:
“I want to express my deep gratitude to all of you who came and who cherish the unity and values that we Croats hold dear – God, family, and homeland.
That is why I want to send a message to all of Europe:
Return to your Christian roots, for only then can you be strong.
Tonight, through our songs, we will revisit various themes from our past, because it is from the past that we learn.
We must be proud of it and honor the heroes who built it.”
Antony retweeted
$TEVA +18%, $SNY +3.8% [Teva Pharmaceuticals and Sanofi said the Phase 2b RELIEVE UCCD study met its primary endpoints in patients with ulcerative colitis (UC) and Crohn’s disease (CD).
In the 14-week study the drug, called duvakitug (Anti-TL1A), showed that 36.2% of low dose and 47.8% of high dose patients achieved clinical remission compared with 20.45% on a placebo. "Overall, the treatment effect was consistent across subgroups."
$TEVA and $SNY said duvakitug was generally well tolerated in both ulcerative colitis and Crohn's disease "with no safety signal identified."
Duvakitug is currently under clinical investigation, and its efficacy and safety have not been evaluated by any regulatory authority.
“The results from the RELIEVE UCCD study have exceeded our expectations,” said Eric Hughes, MD, PhD, Head of Global R&D and Chief Medical Officer at Teva.
The companies said they plan to initiate phase 3 development in inflammatory bowel disease, pending regulatory discussions. They noted that there currently is no cure for IBD.
$TEVA and $SNY said last year they would collaborate on developing a treatment for inflammatory bowel disease (IBD), hoping it will become a blockbuster drug - or one that generates annual sales of at least $1B.
$TEVA received an upfront payment of $500M from $SNY and will get up to $1B in development and launch milestones] tevapharm.com/news-and-media…
Antony retweeted
$VKTX Viking Experimental Obesity Pill Shows Promise in Early Study (Bloomberg)
People who took 100-milligram doses of Viking’s VK2735 lost an average of 8.2% of their body weight after 28 days in an early-stage study...
