Donna Izzo

Everything about Wall Street, Life Science, and Rare Disease

[Elon Musk @elonmusk]

Thank you! 🚀🚀🚀

[Donna Izzo @Dizz1628]

@ACTBrigitte Free NYC

[st1ne @SolSt1ne]

Ken Griffin borrowed $265k from family and built a $65B fund.

Larry Fink co-founded BlackRock with $5M - it now manages $11.5T.

In Hong Kong, together, they explained why the next decade of global capital looks nothing like the last one.

32-min panel - free. watch it.

bookmark & watch - it's the most important conversation in global finance right now. Then listen how Ken Griffin borrowed $265k and turned it into $90B

[Donna Izzo @Dizz1628]

@SRxTrades this too shall pass, just pick up the pieces and move on....

[Donna Izzo @Dizz1628]

@cur7i7e @unusual_whales Check your facts!! Listing Nasdaq...

[Goldman🧦 @Open_Mind_Heart]

@unusual_whales me ready for $135 to Uranus ($786.69)
with my $500 Account in robin hood

[Donna Izzo @Dizz1628]

@BowTiedScipio @SpaceInvestor_D Totally

[Milk Road AI @MilkRoadAI]

Larry Ellison, the man who built Oracle into a $500 billion enterprise software empire and he said something that every investor needs to hear (Save this).

"By 2029, I can guarantee you, AI is not going to be the problem."

The problem is going to be compute specifically, who has enough of it and who does not.

Ellison described the current AI race in terms that strip away all the abstract commentary about models and capabilities and reduce it to the one thing that actually determines who wins: "Me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money, please."

Citigroup raised its forecast for AI infrastructure spending to $2.8 trillion through 2029, with hyperscalers already spending at a $490 billion annual rate by end of 2026 and the firm estimates global AI compute demand will require 55 gigawatts of new power capacity by 2030 at a cost of approximately $50 billion per gigawatt.

Sam Altman publicly thanked Jensen Huang this past March for significantly increasing NVIDIA's capacity at AWS, the CEO of the most important AI lab in the world writing a thank you note to the chip supplier because compute is still the binding constraint on everything OpenAI wants to build.

Ellison's point about getting there first is the part of this clip that deserves a second read.

He named three specific races, self-driving, reading cancer biopsy slides, and synthesizing video and said that being first in each one is a big deal.

The logic is that in winner take most AI markets, the first mover trains the best model, the best model attracts the most usage, the most usage generates the most data, and the most data trains the next best model, a compounding loop that the second-place finisher never catches up to.

"The guys in this race are very smart and they understand they need to be best at something," Ellison said.

What makes this clip so important right now is the timing.

The AI GPU chip market is projected to grow at a 32.4% CAGR through 2029, reaching $145 billion in incremental spend, and NVIDIA's data center revenue is already running at a pace that would have seemed impossible three years ago.

Every major hyperscaler, Microsoft, Amazon, Google, Oracle, Meta is no longer funding AI capex from operating cash flows alone, they are borrowing to keep up, because falling behind in compute now means ceding the winner-take-most race Ellison just described.

At Milk Road, we have been positioned in NVIDIA, AVGO, AAOI, MU, and Bloom Energy and more.

Come join Milk Road Pro and get the full picture on how we are playing every layer of the GPU demand supercycle that Larry Ellison just guaranteed will not slow down before the end of the decade, link below/bio.

[daniel warren @eddieruxtable]

@ScottLoBaido The people love you. Please run.

[Scott LoBaido @ScottLoBaido]

I promised to NEVER run for office….but

[Donna Izzo @Dizz1628]

@bennybigbull What is the 143 significance?

[Brad Gerstner @altcap]

Make sure every child under 18 & their families that u know download their @TrumpAccounts app today! All kids under 2 get $1000! Most kids 2-10 at least $250! And kids 10-17 a free lifetime 401k like acct that employers & others will add $$ to! Every child a shareholder! 🇺🇸🚀

[Molly O’Shea @MollySOShea]

If Ken Griffin leaves NYC because of Mamdani's Pied-à-Terre Tax stunt, the economic fallout could be enormous.

It’s not just “one billionaire moving.”

Ken's 350 Park Ave project + Citadel's employment amounts to:
→ ~2,500 Citadel employees currently in NYC
→ Citadel employees/principals paid ~$2.3B in NY state + city taxes over the last 5 years
→ Ken Griffin has directed ~$650M in charitable giving to NYC causes
→ $6B+ in development spending
→ 6,000 construction jobs
→ 15,000+ permanent jobs
→ One of the largest new office towers in Manhattan

In total, the long-term economic value tied to Citadel’s NYC footprint is likely measured in the tens of billions of dollars.

NYC’s entire financial ecosystem is built around a tiny number of ultra-productive firms and taxpayers.

[Donna Izzo @Dizz1628]

@Tomhennessey69 @LauraHuffman18 You don't want what is here in NYC stay focused...

[WWG1WGA🇺🇸♥️ @WWG1WGA_QQ]

Mamdani lied on his naturalization papers. He has supported Hamas and Hezbollah since college. He is not fit to be the mayor of any city in the USA. This is why vetting is critical.
Follow @TRUMPNEWS_QQ

[Floridap8triot @Floridap8triot]

A staggering carpet of hypodermic needles scattered across the MTA tracks — this is what New York looks like in 2026.

Not incompetence by accident, but the predictable result of leadership that has simply checked out. When the city and state cannot maintain basic safety on the very infrastructure millions rely on daily, governance has become performative theater.

@NYCMayor @GovKathyHochul - the tracks don’t lie.

[TFTC @TFTC21]

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days.

His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI."

This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now.

The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.

[Unmask The SYS @UnmaskTheSys]

🚨WALL STREET IS ABANDONING NEW YORK CITY IN DROVES — A FORTUNE 500 COMPANY JUST EMPTIED A LANDMARK BUILDING ONE BLOCK FROM THE FINANCIAL DISTRICT BECAUSE THEY REFUSE TO STAY UNDER COMMUNIST MAYOR ZOHRAN MAMDANI’S INSANE TAX REGIME!

The Joseph Barron Financial Consulting Firm — a major player for 90 years — is packing up and moving its entire headquarters to South Carolina.

“We don’t want to be here when he starts quadrupling corporate taxes to pay for his promises of free food and rent for anyone who wants it,” said fourth-generation president Joseph Alex Barron III.

“We can settle in Charleston and never look back.”

This is what you voted for, New York. Businesses that actually create jobs and pay taxes are fleeing while Mamdani prepares to turn the city into a bankrupt socialist hellhole. The collapse is happening faster than anyone predicted.

SHARE THIS BEFORE THE MEDIA TRIES TO BURY THE FACT THAT EVEN WALL STREET IS RUNNING FROM MAMDANI’S COMMUNIST TAKEOVER!

Follow @UnmaskTheSys for more drops.

[Donna Izzo @Dizz1628]

@MartinShkreli Lol good one!!

[Scott LoBaido @ScottLoBaido]

Here she is folks.. my latest “A Perfect Sky” - oil on canvas 48” x 72” unveiled this weekend at Ellis Island. 🗽🇺🇸