Rick Wang Financial

Safe Money Adviser. Educating pre-retirees and retirees on how to win 2nd half of the retirement game. (Don't) Follow the Herd. Go Vols! Go Illini!

[Beth Kindig @Beth_Kindig]

Nvidia $NVDA CEO Jensen Huang previously called Palantir $PLTR Ontology “probably the single most important enterprise stack in the world today.”

Now, the relationship between the two AI leaders is expanding, and it could open the door to a much bigger opportunity for Palantir.

Read our latest analysis⬇️
https://t.co/Hv56tMvgVl

[Beth Kindig @Beth_Kindig]

Tokens processed per day are now tracking above 400 trillion, up more than 185% since October 2025 and over 4,250% versus October 2024.

But demand isn't the same as profit. One company is turning that demand into real margins while the frontier labs burn cash.

This week’s analysis hits inboxes on Friday. Link in bio.

[Wall St Engine @wallstengine]

$NVDA & $PLTR LAUNCH SOVEREIGN AI STACK FOR SUPPLY CHAINS

Nvidia is deploying Palantir Foundry/AIP with customized Nemotron models across its own supply chain, spanning thousands of suppliers and 1.3M parts per Vera Rubin rack.

The system is designed to identify constraints, optimize materials allocation and help coordinate the path from wafer to first token.

Enterprises will also be able to customize the stack using proprietary data and deploy it on-prem or in the cloud while retaining control of their models and data.

[Beth Kindig @Beth_Kindig]

For all of the warrants to vest, Google $GOOG will have to purchase $120 billion of Marvell's $MRVL products from FQ3 2027 through the end of FY 2033.

$NVDA $AVGO

[Beth Kindig @Beth_Kindig]

SK Hynix $SKHY has reportedly resumed investments in its fab in Dalian, China operated by its subsidiary Solidigm, and plans to boost output 50% by 2027 as demand for high-capacity SSDs remains strong.

$SNDK $MU

[Beth Kindig @Beth_Kindig]

Amazon $AMZN CEO Andy Jassy:

“We now believe we will spend approximately $220 billion in cash CapEx in 2026, the higher cost of memory pushing this number up from a prior estimate of about $200 billion.

But even at that amount, we will still not have enough capacity to meet all the demand we have in 2026.”

$MU $AVGO $NVDA

[Gene Munster @munster_gene]

Don't get caught up in capex noise or the concept that $SPCX is an AI and Space business. They're the worlds only sovereign AI company and early in building the what I believe will be the world's most valuable company.

[Beth Kindig @Beth_Kindig]

Intel and Foxconn are partnering to develop and deploy next-gen AI infrastructure and intelligent computing platforms, spanning silicon, rack, system, and application layers, including a full Intel Xeon CPU rack.

$INTC $NVDA $AMD $ARM

[Beth Kindig @Beth_Kindig]

DRAM is expected to account for the majority of the market, reaching $618.7 billion in 2026, up nearly 303% YoY, while NAND is projected to grow nearly 281% to $270.1 billion.

$MU $NVDA $AMD $AVGO

[Beth Kindig @Beth_Kindig]

Arm CEO Rene Haas confirmed that ByteDance and Oracle have joined Meta as customers for Arm’s new AGI CPU.

$ARM $ORCL $META

[Beth Kindig @Beth_Kindig]

Microsoft added that it now expects to achieve a scalable quantum computer by 2029, which cut its original timeline in half.

$MSFT $GOOG $IBM

[Dan Ives @DivesTech]

Any doubts around AI driven cloud growth and enterprise adoption were thrown out the window tonite…bullish commentary and guides for Big Tech. Huge night for Redmond after all the worries the last 3 months 🏆🐂🔥

[Stephanie Link @Stephanie_Link]

$AMZN AWS Growth 28%
$MSFT Azure Growth 40%
$GOOGL Cloud Growth 63%

Powerful tailwinds for: semis, power cos, data centers alive infra, grid.

2nd inning.

[Beth Kindig @Beth_Kindig]

OpenAI and Anthropic reportedly expect to spend almost $65 billion combined this year to train and operate their AI models, before nearly doubling to $127 billion next year and nearly $250 billion by 2029, per the WSJ.

$MSFT $AMZN $NVDA $AMD $AVGO

[Beth Kindig @Beth_Kindig]

ASML CEO Christophe Fouquet: “Demand for chips is outpacing supply. … Our customers are accelerating their capacity expansion plans for 2026 and beyond."

$ASML $TSM $NVDA

[CNBC International @CNBCi]

Nvidia AI chip rivals attract record funding as competition heats up https://t.co/0GtePgsxot

[Beth Kindig @Beth_Kindig]

Data centers are projected to consume between 9% to 17% of US electricity by 2030, up from the current 4-5%, per EPRI, with the high growth scenario nearly quadrupling current electricity demand.

Notably, the EPRI says its new 2030 range is 60% above its prior estimates from 2024, reflecting accelerated data center development.
$MSFT $GOOG $AMZN $NVDA $ORCL

[Beth Kindig @Beth_Kindig]

Jensen Huang is comfortable saying Nvidia $NVDA can reach a $10 trillion market cap, meanwhile I am comfortable saying Nvidia can reach $20 trillion.

This week, I revisit that thesis with new data points showing why the path to $20 trillion has only strengthened over the past few months.

Link in bio.

[Lyn Alden @LynAldenContact]

It’s still nuts to think about how much Facebook invested in this direction and then literally changed the company name around it.

[David Faber @davidfaber]

Netflix bows out of bidding for Warner Brothers leaving Paramount as the buyer of the company.