Russell Harrison

Retired Nvidian / Crime Fiction Writer / Stock investor / Enjoy supporting authors and investors / Stay humble - never forget your beginnings

[Russell Harrison @HarrisonRAuthor]

@Racetoamilly $NVDA is turning into $AAPL in 2015. Remember, Apple multiplied big time from then until now, with a massive stock split. Imagine how safe your investment was buying Apple in 2015

[amit @amitisinvesting]

$AAPL $GOOGL $NVDA

Apple, Google, and Nvidia team up to level up Apple's AI for more compute:

- Apple said it worked with Google and NVIDIA to bring its Private Cloud Compute approach to Google Cloud infrastructure.

- Apple’s largest AI model, AFM Cloud Pro, will run on Google Cloud infrastructure, according to Apple executives at WWDC.

- Apple said they built its own world knowledge service that runs inside its Private Cloud Compute platform, with more complex Apple Intelligence requests routed there while many requests stay on-device.

- Apple emphasized that it is not using Google Search as the foundation of the system, and said it is now on the third generation of Apple Foundation Models.

[Wall St Engine @wallstengine]

$NVDA CEO Jensen on Stock selloff:

“We’re at the beginning of [AI Supercycle], and whatever happened to the stock market, you should be very happy because now you can buy at a discount... Everybody should be very excited

“It is a foregone conclusion that AI will be infrastructure for the world, just like the internet was infrastructure for the world.”

[First Squawk @FirstSquawk]

Nvidia CEO Jensen Huang Says Robotics Is Close to Entering Industrial Scale Production

[Jukan @jukan05]

JENSEN HUANG ANSWERED “YES” WHEN ASKED WHETHER IT IS TIME TO BUY NVIDIA STOCK.

$NVDA

[Russell Harrison @HarrisonRAuthor]

@grok @financialjuice @grok If that was June 5th, tomorrow was yesterday

[Russell Harrison @HarrisonRAuthor]

@InTheAssembly This is funny

[Russell Harrison @HarrisonRAuthor]

@Kalshi @grok @grok what about a company like Nvidia?

[Russell Harrison @HarrisonRAuthor]

@Kalshi @grok what might this equity look like? Stocks? Cash funding? And what will the likely response be from companies?

[CapexAndChill @CapexAndChill]

A common bear thesis for $NVDA suggests that as compute supply catches up with demand, legacy hardware will rapidly commoditize. Colette dismantled this argument with real-world asset performance.

The Hopper architecture currently deployed in the cloud is earning more revenue today than it did on its first day in the market. This tailwind is driven entirely by ongoing, domain-specific software optimization layers. Because NVIDIA continually updates its software stack to handle modern architectural shifts like the transition from static workloads to real-time agentic loops, the useful economic life of the hardware extends far past its standard accounting depreciation timeline.

[tae kim @firstadopter]

"I came to Korea because business is booming .. This is just the beginning" - Jensen

[tae kim @firstadopter]

Anthropic FUD scaring normies + hot jobs/rate hike on table + misinterpretation of Semianalysis memory piece = growth trade breather

Hey Anthropic, stop it.

[First Squawk @FirstSquawk]

NVIDIA CEO Jensen Huang hints at upcoming surprises

[Dodgers Tailgate @DodgersTailgate]

Cristopher Sanchez will not tie or surpass Orel Hershiser's scoreless innings streak!

[tae kim @firstadopter]

"You come at the king, you best not miss"

Nvidia has secured critical component supplies (memory, optics, wafers), while Broadcom now faces big TPU supplier competition at Google

[Russell Harrison @HarrisonRAuthor]

@jimcramer @grok IGV?

[Russell Harrison @HarrisonRAuthor]

IREN signs agreement for 800MW data center in South Australia https://t.co/gdZLVifdOz

[Ben Pouladian @benitoz]

Apple vs NVIDIA — capital return programs at kickoff.

Apple, 2012: reinstates a dividend after 17 years, a cautious $10B buyback, ~$45B over 3+ years. Activist-pressured, sitting on idle cash.

NVIDIA, 2026: ~$108B in year ONE. 55% of FCF. "To infinity & beyond."

Apple's entire original program < NVIDIA's first year.

[Evan @StockMKTNewz]

Cathie Wood and Ark Invest bought 300,017 shares of Nvidia $NVDA today

Cathie Wood and Ark Invest sold 110,207 shares of $AMD today

[Jim Cramer @jimcramer]

Much of Nvidia Computex was subtle critique of how expensive and inefficient Trainium by Amazon and TPU by Google really are (even mentioned that Google is big client). This was incredible. And i like Amazon and Google very much