Jensen Huang says the first AI supercomputer he ever built had exactly one customer on earth:
Elon Musk.
Back in 2016, he had just created a machine called the DGX1.
It cost $300,000 dollars.
He announced it on stage, and the room went completely silent since nobody understood it, so nobody wanted to buy it.
Since Elon knew him because Nvidia had built the first self-driving computer for the Tesla Model S, Elon bought & tried it.
Elon said he had a small company that could use it.
Jensen boxed one up himself and drove it to San Francisco. He carried it up to a room full of researchers. That tiny company turned out to be OpenAI.
The machine nobody wanted went on to launch the AI revolution.
— Jensen Huang (.@JensenHuang)
🚨 WOW! Iceland citizens are CELEBRATING EN MASSE after their nation has REJECTED joining the European Union
Turnout was over 82%
PROTECT YOUR SOVEREIGNTY! 🇺🇸🇮🇸
Not only should countries be rejecting joining — but nations should start PULLING OUT of the EU 🔥
$RVII Technology Portfolio Report
I dug through RVII’s technology portfolio
It owns stakes in 55 tech startups spanning AI agents, infrastructure, robotics, semiconductors, cybersecurity, healthcare and scientific AI
Here’s what I found
The most important part of RVII may be how RVII gives public market investors access to private companies they normally couldn’t invest in.
@AAIISentiment@TicTocTick
Sentiment just flipped hard.
Week ending 8/26: 🟢 Bullish 32.9% ⚪ Neutral 22.6% (lowest in a month) 🔴 Bearish 44.4%
Bears are taking control. Neutrals are disappearing.
This is not noise.
$BABA Alibaba’s co-founders give a huge stamp of confidence.
Over the past two days, co-founder and chairman Joseph Tsai has purchased $20.7 million of BABA, while co-founder and CEO Eddie Wu has tacked on $4.98 million in buys.
Waiting for the Jack Ma buy now…
Goldman Sachs expects data-center power demand to surge nearly 200% by 2030, making power one of AI’s biggest bottlenecks.
Top 10 stocks positioned to benefit:
1. $OKLO | Developing compact fast-fission powerhouses designed to provide clean power for data centers, industrial sites and the grid. Commercial reactor power generation has not started yet.
Sellers have been winning lately. The S&P 500 ETF $SPY has closed below its open for 6 straight days. But when this happened near all-time highs, it wasn't as bearish as it sounds.
3 months later, $SPY was higher in 10/11 cases, with a median gain of 5%.
🇺🇸 S&P 500
The S&P 500 Seasonal Composite still points to more upside for 2026, but the path could get choppy. US stocks are entering their weakest seasonal stretch, which typically runs from mid-August to early October
👉 https://t.co/yIk7SZYp6p
h/t @dailychartbook $spx #spx
Market Wizard Linda Raschke’s 12 Technical Trading Rules:
1. Buy the first pullback after a new high. Sell the first rally after a new low.
2. Afternoon strength or weakness should have follow through the next day.
3. The best trading reversals occur in the morning, not the afternoon.
4. The larger the market gaps, the greater the odds of continuation and a trend.
5. The way the market trades around the previous day’s high or low is a good indicator of the market’s technical strength or weakness.
6. The previous day’s high and low are two very important “pivot” points, for this was the definitive point where buyers or sellers came in the day before. Look for the market to either test and reverse off these points, or push through and show signs of continuation.
7. The last hour often tells the truth about how strong a trend truly is. “Smart” money shows their hand in the last hour, continuing to mark positions in their favor. As long as a market is having consecutive strong closes, look for up-trend to continue. The up trend is most likely to end when there is a morning rally first, followed by a weak close.
8. High volume on the close implies continuity the next morning in the direction of the last half-hour. In a strongly trending market, look for resumption of the trend in the last hour.
9. The first hour’s range establishes the framework for the rest of the trading day.
10. A greater percentage of the day’s range occurs in the first hour then was the case in the past, and thus it has become increasingly important to trade aggressively if there are early signs of a strong trend for the day.
11. There are four basic principles of price behavior which have held up over time. Confidence that a type of price action is a true principle is what allows a trader to develop a systematic approach.
WOULD A THIRD QTR CONSOLIDATION SIGHTING BE 4TH QTR FRIENDLY?
The S&P was up 9.55% in the First Half of 2026 which has historically been a good omen for the Fourth Quarter, given that,
There have been 39 years in the 76 since 1950 in which the First Half of the S&P Year was above the 5% norm and the following 4th Quarters were 33-6 for an avg Quarterly gain of 5.36%.
Interestingly, history suggest that given a strong start to the year, some Third Quarter consolidation of gains might be Fourth Quarter Friendly.
For example, in those twelve cases since 1950 in which a +5% First Half of the Year was followed by a negative Third Quarter, the following Fourth Quarters were 11-1 for a gaudy 8.64% avg gain with one fractional loss (0.69%) in 1983.
Conversely, when a +5% First Half of the Year has been followed by a +5% Third Quarter, the Fourth Quarters have been a bit more pedestrian going 10-4 for a 1.91% gain, in line with avg Quarterly returns and much below the post 1950 "Fourth" Quarter norm of 4.2% and a major ouchy in 1987.
The 9.55% First Six Months of 2026 suggest we should be prepared to warm up to equities in the Fourth Quarter.
If a negative Third Quarter should present itself, this study suggests there is a case to be made for an outright Fourth Quarter love fest.
As of August21, the S&P Third Quarter is up 2.46% and some would astutely argue they will take the Third Quarter 'Bird in Hand' as opposed to the Fourth Quarter promise of "Two in the Bush' should the Third Qtr fail. There is some merit to that position.
This study will become more relevant as we see how the Third Quarter S&P shapes up.
We shall revisit in a month and many others will now post a variation.
The giveaway study from the eleven shared with Study Subscribers this week, [email protected] for info.
Bought $TTWO after seeing the GTA VI leaked footage.
Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive.
First real evidence GTA VI may actually be a generational leap.
That’s the signal.
🇺🇸 ROCKSTAR CAN MAKE YOU A MILLIONAIRE WITH THE RELEASE OF GTA 6.
When $TTWO released GTA 5 in 2013, the stock exploded over 1,000% since.
This year, they are set to release GTA 6 but the expectations are much larger.
If they beat expectations, the stock will go parabolic.
Time is running out.
As families enjoyed holiday this morning at La Manga Club resort in Murcia, Spain.
A boat load of invaders washed up right onto the beach leaving families stunned.
Dirty Sánchez needs to go!
Only @vox_es will save Spain! 🇪🇸