Tanner Invests

I love stocks. Fintech Enthusiast — turning commissions into convictions. B.S. in Finance. Not financial advice.
YT:

[Tanner Invests @Tanner_Invests]

Soo.... I just ran the numbers and officially have $1M net worth!! 🥳29 years old.

No financial help from parents. I graduated college with $86K in debt and a finance degree.

Hard work and long term investing got me here. Let's keep this going!!

Ty for everyone's support on YT and X :)

Ty @amitisinvesting @Futurenvesting @Kross_Roads @FunOfInvesting - mostly you lads that I've been watching for years. Cheers!😊

[Tanner Invests @Tanner_Invests]

@MBTannenbaum @artlevy It’ll come, Michael! You and @mcagney have been doing a great job on X, I’m loving the transparency. I enjoyed watching your interview today with @Dr_Crossroads. Great quarter!

[Tanner Invests @Tanner_Invests]

Interesting

[Palmer Luckey @PalmerLuckey]

China wants Jensen out, so I want him in.

[Tanner Invests @Tanner_Invests]

@MeasuredMarkets Horrible 😭

[Tanner Invests @Tanner_Invests]

$NVDA is my largest position. I’m pretty frustrated with Jensen Huang since he had to of known the consequences of his actions.

Call me crazy, but I’m hoping Nvidia rips the bandaid off and drops Jensen. I’m hoping Ian Buck becomes the next CEO. He developed CUDA and clearly knows the technology. He heads up hyperscale AI so clearly knows the customers as well. Here’s an interview of Ian Buck posted just one month ago at $CRWV’s Fully Connected 2026: https://t.co/GjfJC86R40

No offense to Colette Kress but on earnings calls and interviews I get sleepy when she speaks. Here’s an interview with both of them onstage at CES26. I almost feel bad because Jensen spoke 95% of the time: https://t.co/VS7Fi4gKFm

[Chris Hoeger @DataDInvesting]

In a world where there are so many things you can choose to be, choose to be a man of integrity and choose to be loyal to your family.

[Tanner Invests @Tanner_Invests]

@HolySmokas Brotha, he doesn’t have a prenup so I don’t think these rules apply.

[Tanner Invests @Tanner_Invests]

@bubbleboi Back from jail?

[Tanner Invests @Tanner_Invests]

I’m realizing Alice must of been a pretty bad spy considering the whole world knows. Did she sign up for the Huang job?

[Tanner Invests @Tanner_Invests]

@PBDsPodcast Low IQ

[greg @greg16676935420]

Two Huang’s don’t make a right

[Tanner Invests @Tanner_Invests]

@jukan05 Probably because there's been suspicion of Alice Huang since 2024

[Tanner Invests @Tanner_Invests]

@CarioCapital They literally won't and you just said the reason why.

[Tanner Invests @Tanner_Invests]

@ren_stocks Considering their economy is centered around SK Hynix and Samsung, this isn't really surprising. It'd be a different story if other governments were pledging investments as well.

[Gavin Baker @GavinSBaker]

Jensen has said that America should have “the first, the most and the best” when it comes to Nvidia’s GPUs. He has consistently advocated for giving China less powerful versions of those GPUs long after they were first available in America.

From my perspective, this seems like the best national defense policy for America as it lowers the odds of Huawei developing a competitive AI hardware ecosystem while keeping America ahead of China. Letting Chinese AI labs that are not affiliated with the Chinese military use cloud services in Southeast Asia is consonant with this. All of this can be turned off in an instant in the event of outright hostilities with China which would give America a significant advantage in any conflict.

Definitionally, we would not have this advantage if China had a robust, Huawei led alternative AI hardware ecosystem. And completely restricting China’s access to American hardware would eventually result in the development of a different ecosystem that was not optimized for power efficiency given China’s surfeit of power.

China is working on developing large optical scale-up domains, which require the laser substrates and power that China has in abundance. These optical scale-up domains can offset much of the superiority of individual American GPUs at a system level at the cost of consuming dramatically more power. The Huawei Atlas 960e has a 4096 chip optical scale-up domains vs. the 72 GPU scale-up domain in the NVL72. Giving China 1) limited access to GPUs inferior to those available in America and 2) China access to GPU cloud services in friendly Asian countries stalls this Chinese effort by disincentivizing Chinese labs from investing in the software and alternative model architectures required to exploit this very different system architecture.

Reasonable minds can disagree about this, but important to note that officials in both the Biden and Trump administrations supported this policy and likewise officials in both administrations opposed it. Pretending that it is a simple question does everyone a disservice, which is why there is both bipartisan support and bipartisan opposition to the policy that Jensen has advocated.

And all of this is why China restricts access to Nvidia GPUs. China understands all of the above and wants to develop its own alternative AI ecosystem that cannot be turned off in the event of a conflict. Chinese labs regularly complain to investors about being “GPU poor” and take pride in the fact that they are competitive despite their own government effectively tying their hands. I’m not sure what China hoped to gain from this espionage operation given they are restricting sales of Nvidia GPUs inside of China, but it is worth considering that having Jensen removed as the CEO of Nvidia might serve China’s own national security goals.

Jensen expressed deep regret to his family and his colleagues for his actions while taking full responsibility for them. I think it is wise to defer further judgment until the board’s investigation has been completed.

On a personal level, Jensen has been a friend of mine for many long years. I have never known him to be anything other than patriotic and deeply pro-American. He *always* says that his story would have only been possible in America.

[Tanner Invests @Tanner_Invests]

Sorry $NVDA shareholders. I take full responsibility.

[Tanner Invests @Tanner_Invests]

I just made my first $NVDA buy since June 2025.

[Tanner Invests @Tanner_Invests]

@jukan05 Are you kidding? He's not stepping down and the board will do everything to protect him as CEO.

[Tanner Invests @Tanner_Invests]

Talking to me for an hour costs $50,000. My DMs are open.

[Antonio Linares @alc2022]

Talking to me for an hour costs $25,000

[Tanner Invests @Tanner_Invests]

@joecarlsonshow Ironically, $META will still have the worst reputation.

[Tanner Invests @Tanner_Invests]

@KrisPatel99 Please, do not have someone Hock on that thang!

[Tanner Invests @Tanner_Invests]

Hey @vladtenev , please take note of this. We trust you.💚

Sincerely, a lowly six-figure Robinhood shareholder

[NVIDIA Newsroom @nvidianewsroom]

We just issued a press release from our board of directors. Read the release: https://t.co/W9yXWJzbkk