David Martin

[Autopilot @joinautopilot]

Breaking: Nvidia, the most valuable company on Earth at $5,500,000,000,000 and the company that makes almost every chip powering AI right now, just revealed their current investments in the recent 13F filing

It includes these 8 stocks:

• Intel Corp $INTC

~47.3% of the portfolio
~$30,000,000,000

Nvidia put $5,000,000,000 into Intel last year as part of a deal to build AI chips together. That stake is now worth six times what Nvidia paid

• SpaceX $SPCX

~33.1% of the portfolio
~$21,000,000,000

This is a new position. Nvidia's stake came through its investment in Elon Musk's AI company xAI, which SpaceX bought earlier this year. SpaceX says its AI data centers, on Earth and in space, will run only on Nvidia chips

• CoreWeave $CRWV

~7.4% of the portfolio
~$4,700,000,000

CoreWeave rents out Nvidia's AI chips to companies that need computing power. Nvidia nearly doubled its share count here over the past year, buying more of its own customer's stock

• Coherent Corp $COHR

~4.8% of the portfolio
~$3,070,000,000

Coherent makes the lasers and optics that connect AI chips together at high speed inside data centers. Nvidia put $2,000,000,000 in to help build its next generation of AI computers

• Nokia Corp $NOK

~3.5% of the portfolio
~$2,210,000,000

Nvidia invested $1,000,000,000 in Nokia to help build AI into 5G and 6G phone networks

• Synopsys Inc $SNPS

~3.4% of the portfolio
~$2,150,000,000

Synopsys makes the software engineers use to design computer chips. Nvidia invested $2,000,000,000 so that software gets built with AI in mind, which helps Nvidia design its own chips faster too

• Nebius Group $NBIS

~0.5% of the portfolio
~$328,800,000

Nebius runs cloud computers packed with Nvidia's AI chips. Nvidia's stake here is worth nearly five times what it was a year ago, same share count the whole time

• Generate Biomedicines $GENB

~0.02% of the portfolio
~$14,100,000

Generate Biomedicines uses AI to design new medicines. That kind of work needs a lot of computing power, so Nvidia's stake ties its chips to more AI drug research

[Nick Brandel @MotorCityBanter]

Detroit Tigers ALL-TIME stolen base leaders:

1. Ty Cobb (869)
2. Donie Bush (402)
3. Sam Crawford (318)
4. Ron LeFlore (294)
5. Alan Trammell (236)
6. Kirk Gibson (194)
7. George Moriarty (193)
8. Bobby Veach (189)
9. Charlie Gehringer (181)
10. Lou Whitaker (143)

#DNMW

[Nicholas Mugalli @RealNickMugalli]

Cramer asks Jensen $NVDA how the hell did he grow by 70% when Wall Street was expecting 40%.

Jensen gave the best answer:

[Yahoo Finance @YahooFinance]

Hyperscaler capex is set to hit $1.3 trillion in 2027 as cloud industry backlogs top $2 trillion, according to Nvidia CFO Colette Kress.

To capitalize on the surge, the company is expanding its long-standing partnership with AWS to scale its compute footprint even further. https://t.co/GwGJlxRZV5

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

Announcing the expansion of NVIDIA NVLink Fusion with NVHBM, a next-generation high-bandwidth memory technology that brings higher memory performance and efficiency to XPUs.

Amazon's @AnnapurnaLabs will be the first to work with us on NVHBM, combining @awscloud custom silicon with our memory technology and the NVLink scale-up architecture to enhance performance and efficiency for AI workloads.

Learn how we're helping hyperscalers and AI innovators build the next generation of AI infrastructure: https://t.co/5Z2gmTrtTL

[CNBC @CNBC]

Nvidia's 70% sales growth projection for 2028 wows analysts on earnings call https://t.co/CHT767Wipx

[Gene Munster @munster_gene]

Get ready for an AI tsunami. $NVDA’s CY27 revenue guide means the AI brain next year will be about 40% bigger than I thought 24 hours ago, which means the distribution will be greater than I previously expected.

[Paul Mayne @PaulMayne6]

Cool pic of Al Kaline … 👍⚾️

[Kevin Gallagher @KevG163]

Ultra-rare 1970 broadcast footage of a #Lions game from Detroit's Tiger Stadium

#OnePride's Hall of Fame tight end Charlie Sanders in live action against the St. Louis Cardinals

Jack Whitaker and Tom Brookshier on the call for CBS Sports

[Sawyer Merritt @SawyerMerritt]

Elon Musk checking out @SpaceX's new Starbase, Louisiana location.

Elon: "If you want to make life mutli-planetary, you need serious tonnage. I think we're going to bring 10,000 really exciting jobs to Louisiana. I think Starbase is cool. Starbase, Louisiana it is."

[NVIDIA @nvidia]

From the show floor to the AI factory: Hot Chips 2026 was all about extreme co-design to accelerate agentic workloads — the most complex workload in history.

Vera CPU, Vera Rubin, Groq 3 LPX, Spectrum-X Multiplane, BlueField-4 Scale-In networking.

One full AI stack platform built for agents.

[NVIDIA Newsroom @nvidianewsroom]

The first CPU built for agents is now at work at massive scale.

@SpaceXAI is deploying NVIDIA Vera to power agentic AI — faster agents, GPUs fully utilized, and a single architecture from Earth to orbit.

Read more ⬇️ https://t.co/bkS8VSBaOY

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

Building a custom XPU is only the first step toward an AI factory. The challenge is integrating it with the infrastructure required to operate at scale.

NVIDIA NVLink Fusion solves this need by connecting custom silicon to our proven AI infrastructure to accelerate time to market, increase performance, and reduce the complexity of building semi-custom AI factories.

Learn how #NVLinkFusion enables hyperscalers and AI-native companies to build flexible AI factories ➡️ https://t.co/TVKEaaOwem

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

Introducing Scale-In, the fifth pillar of NVIDIA AI networking.

Powered by NVIDIA BlueField-4 and NVIDIA DOCA, it accelerates storage access, security, data movement, and operations for agentic AI factories.

Read the full deep dive: https://t.co/BEhGvvG80v

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE SAYS GRIDLOCK CAN BE GOOD FOR THE STOCK MARKET

Markets have historically liked divided government, but his point is that Washington has already been gridlocked for years:

- Markets tend to perform better when the House, Senate, and White House are split between parties
- The last three administrations have already faced gridlock in practice
- The Senate filibuster means most major legislation needs 60 votes, and no party has had that kind of control

[Michael Dell 🇺🇸 @MichaelDell]

NVIDIA Groq 3 LPX is now in full production

[Elon Musk @elonmusk]

Very few people know that the reason we launched my old Tesla Roadster to orbit Earth and Mars is that the probability of failure was very high and we didn’t want to risk anything valuable

[NVIDIA @nvidia]

The first CPU built for agents is going to work at scale.

@SpaceX is deploying NVIDIA Vera to accelerate the orchestration, code execution, and data processing that powers its next generation of agentic AI — keeping GPUs fed and agents acting fast.

From gigawatt AI factories to orbit. One NVIDIA architecture, everywhere.

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

No two agents run the same play. Telemetry data from 163,594 agentic sessions show over 97% had unique execution paths, making it difficult to "right-size" a CPU fleet the conventional way.

NVIDIA Vera CPU is built to address this: one balanced design point that handles sequential orchestration and parallel fan-out without stranding compute or memory.

Estimated SPEC CPU results show up to 1.5x higher agentic performance compared with the latest alternative platforms.

See how Vera improves AI factory output and fleet economics at scale: https://t.co/499cQqzQtV

[Future Stacked @FutureStacked]

🚨 BREAKING: Elon Musk says Starlink will soon run on a single account that covers your home internet and your phone.

High-speed internet beamed directly from satellite to your phone. No cell towers, no carriers, no middlemen.

If it works as promised, dead zones stop existing. You could stream HD video from the middle of the ocean, a desert, or anywhere on the planet.

SpaceX isn’t just competing with internet providers anymore. It’s coming for the entire telecom industry.