https://chokepointpt.github.io/en/AI chokepoint companies, numbers from filingshttps://chokepointpt.github.io/en/p/21.htmlhttps://chokepointpt.github.io/en/p/21.htmlThu, 29 Oct 2026 05:17:00 +0000The codename does not show which company made the model, and Arena is a blind test, so judging its style depends on what you ask it.https://chokepointpt.github.io/en/p/20.htmlhttps://chokepointpt.github.io/en/p/20.htmlWed, 28 Oct 2026 11:06:31 +0000In the same month, brokers set $AVAV price targets anywhere from $165 to $237, a gap wide enough to take a closer look.https://chokepointpt.github.io/en/p/17.htmlhttps://chokepointpt.github.io/en/p/17.htmlTue, 27 Oct 2026 23:31:48 +0000The total amount borrowed to trade stocks can be misleading, while repayment activity shows whether anyone is being forced to sell.https://chokepointpt.github.io/en/p/16.htmlhttps://chokepointpt.github.io/en/p/16.htmlMon, 26 Oct 2026 17:16:39 +0000I went through the latest quarterly reports of the four laser companies Serenity mentions most, and revenue is surging at all four, but one company's books made me pause.https://chokepointpt.github.io/en/p/15.htmlhttps://chokepointpt.github.io/en/p/15.htmlMon, 26 Oct 2026 11:10:24 +0000This number shows that people are using it, but it comes from only one platform. It cannot be taken as direct evidence of Anthropic's total usage or reputation.https://chokepointpt.github.io/en/p/14.htmlhttps://chokepointpt.github.io/en/p/14.htmlSun, 25 Oct 2026 12:51:20 +0000Micron's gross margin was 86.8%, 20 points above TSMC, and I checked four upstream companies' quarterly reports since late September to see where AI spending is landing, using only figures the companies disclosed themselves.https://chokepointpt.github.io/en/p/13.htmlhttps://chokepointpt.github.io/en/p/13.htmlThu, 22 Oct 2026 13:46:24 +0000The price of this insurance has hit a record, which shows the market is more worried than ever about whether a big company can pay back its debt.https://chokepointpt.github.io/en/p/12.htmlhttps://chokepointpt.github.io/en/p/12.htmlThu, 22 Oct 2026 11:16:54 +0000A foreign buyer has placed an order for a laser weapon for the first time. This shows that this type of equipment is moving toward commercial sale, not just staying in development.https://chokepointpt.github.io/en/p/11.htmlhttps://chokepointpt.github.io/en/p/11.htmlThu, 22 Oct 2026 09:10:50 +0000Setting up an AI assistant used to mean configuring it step by step by hand. This demo shows that the setup can be handed to AI, which is a signal for people who want to start using agents.https://chokepointpt.github.io/en/p/10.htmlhttps://chokepointpt.github.io/en/p/10.htmlWed, 21 Oct 2026 13:21:46 +0000Nvidia pre-builds and tests DSX POD before delivery, so AI builders can start using compute faster.https://chokepointpt.github.io/en/p/9.htmlhttps://chokepointpt.github.io/en/p/9.htmlWed, 21 Oct 2026 12:00:14 +0000Engineers spend a lot of time on simulation and chip design. This partnership aims to have AI help directly, which affects the people who actually build things.https://chokepointpt.github.io/en/p/8.htmlhttps://chokepointpt.github.io/en/p/8.htmlWed, 21 Oct 2026 10:54:54 +0000Until now, outsiders could mostly only guess whether AI services make money. DeepSeek has published its own revenue figures, so anyone can run the numbers with real data.https://chokepointpt.github.io/en/p/5.htmlhttps://chokepointpt.github.io/en/p/5.htmlMon, 19 Oct 2026 19:24:43 +0000The order is not the problem. Capacity for high-end memory and similar parts is the bottleneck, so this large order can only be delivered slowly.https://chokepointpt.github.io/en/p/3.htmlhttps://chokepointpt.github.io/en/p/3.htmlTue, 20 Oct 2026 01:32:14 +0000A cooperation memorandum sounds exciting, but it has no amount and no binding force, so it is still far from a real order.https://chokepointpt.github.io/en/p/2.htmlhttps://chokepointpt.github.io/en/p/2.htmlTue, 20 Oct 2026 05:02:44 +0000A number only counts toward expectations once it can be matched to official filings. Otherwise, it is just news.https://chokepointpt.github.io/en/p/1.htmlhttps://chokepointpt.github.io/en/p/1.htmlTue, 20 Oct 2026 11:11:24 +0000An analyst's price target shows their view of the stock, and this time more analysts issued one while the average target went down, so it is worth a closer look.