@josephcurl I've seen this hype cycle before with NVDA. Last time everyone was convinced, it was just a software update. Still holding my shares though.
🇺🇸 $NVDA — Feels like something big could be coming.
Jensen doesn’t usually show up unless the AI infrastructure story is getting even bigger.
Right now, everyone’s waiting for a major announcement, with whispers about deeper AI compute partnerships.
No solid confirmation yet.
But here’s what’s clear:
AI demand isn’t slowing down.
SpaceX is locking in huge compute deals.
Google needs more GPUs.
Anthropic is running out of capacity.
And $NVDA is still the centerpiece of the whole AI supply chain.
The real play isn’t just AI models.
It’s chips, data centers, power, and compute.
Watch:
$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA
There might be some crazy volatility ahead.
Don’t chase blindly.
Follow compute.
AI isn't just getting bigger.
It's also getting cheaper.
TurboVec, based on Google Research's TurboQuant, shrinks AI vector memory from 31GB down to 4GB.
That means:
Less memory used.
Faster searching.
AI that works offline.
No need for expensive GPU clusters.
No relying on the cloud.
Everyone's focused on bigger models.
But the real game-changer might be cost reduction.
If AI gets cheaper to run, more people will use it.
Stocks to keep an eye on:
$GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO
My take:
The next AI opportunity isn't just about who builds the biggest model.
It's about who makes AI cheaper, faster, and easier to roll out.
@DavidKWilliams If Musk is actually sitting down with ASML engineers, that's more than just hype. Curious how this plays out for the supply chain though.
🚨 $ASML is now connected to Elon Musk’s next big chip plan.
$ASML is reportedly bringing Elon Musk into a closed-door employee conference to discuss the $55B Terafab project tied to $TSLA and $SPCX.
The key point is simple:
Terafab is targeting leading-edge 2nm chips for AI, robotics and space compute.
This is not just about $TSLA cars.
This is about Musk trying to control the future of AI hardware.
Watch:
$ASML / $TSLA / $SPCX / $NVDA / $TSM
Not financial advice.
@aspfrt P/E around 21 isn't cheap for a company that still depends heavily on ad revenue. The app ecosystem is solid, but calling it a cash flow machine feels like glossing over regulatory risks.
@MikePinto3 All that future stuff is fine but the valuation already prices in 10 years of perfect execution. Delivery numbers still matter when you miss them.