Dwayne Walker

AI & Digital Technology - Freedom, Experiences, Always Learning and Never Stop Growing …. post and comments are personal opinions

[Dwayne Walker @dwaynewalker]

Physical AI is getting serious: robotaxis, humanoids, autonomous AI vacuum cleaners, AI-enabled robot lawn mowers, AI robot house cleaners, etc - what comes next? #ai #physicalai #robots

[Dwayne Walker @dwaynewalker]

@jvisserlabs getting excited about energy & power stocks

[Dwayne Walker @dwaynewalker]

@MajidTulsh32058 lots of great options

[Dwayne Walker @dwaynewalker]

@JasonL_Capital A few more options

[Dwayne Walker @dwaynewalker]

@saylor @Strategy AI and Bitcoin - the perfect combo

[Dwayne Walker @dwaynewalker]

AI and Bitcoin - a perfect partnership #bitcoin #AI #stocks #investing

[Dwayne Walker @dwaynewalker]

Amazing AI investing and stock opportunities. These are some my personal AI targets. #AI #AIinvesting #AIstocks #stocks #investing

[Dwayne Walker @dwaynewalker]

AI Agents have clearly arrived. I partner with my AI Agents everyday. Now my AI Agent focus is shifting to human judgment, improving life experiences, and cost management #AI #AIAgents

[Dwayne Walker @dwaynewalker]

Local AI models on phones, laptops, and desktop computers will replace hosted frontier models for most use cases #AI

[Dwayne Walker @dwaynewalker]

open AI models are awesome and cost effective, but deployment decides value

[Dwayne Walker @dwaynewalker]

@carrotlabs__ai AI token spend is becoming a managed budget item for everyone and every business

[Dwayne Walker @dwaynewalker]

AI Agent Orchestration is becoming the focus for individuals, businesses, and enterprises - a must have to scale

[Dwayne Walker @dwaynewalker]

@jvisserlabs The next AI risk may be model access. If a frontier model can disappear because of regulation, geography, vendor policy, every serious AI workflow needs a fallback plan.

[Dwayne Walker @dwaynewalker]

@jvisserlabs Physical AI is starting to feel like the next real platform shift. Robots, drones, robotaxis, space compute, and autonomous devices. Your thoughts?

[Dwayne Walker @dwaynewalker]

Physical AI is starting to feel like the next real platform shift. Robots, drones, robotaxis, space compute, and autonomous devices all point to the same question: who builds the operating layer between AI intelligence and real-world action? #AI #Ai #PhysicalAI

[Dwayne Walker @dwaynewalker]

AI teams are moving from “which model is best?” to “what happens when our preferred model is unavailable?” #AI

[Evan @StockMKTNewz]

All these stocks hit new ALL TIME HIGHS at some point today

Nvidia $NVDA
Micron $MU
Sandisk $SNDK
Intel $INTC
Advanced Micro Devices $AMD
Lumentum Holdings $LITE
Qualcomm $QCOM
Rocket Lab $RKLB
Seagate Technology $STX
Western Digital $WDC
Corning $GLW
Coherent $COHR
Vertiv Holdings $VRT
Applied Materials $AMAT
Cisco Systems $CSCO
Texas Instruments $TXN
Lam Research $LRCX
Axt Inc $AXTI
Datadog $DDOG
Applied Digital $APLD
Flextronics $FLEX
Analog Devices $ADI
Comfort Systems $FIX
Vicor Corp $VICR
Fortinet $FTNT
Semtech Corp $SMTC
Sitime Corp $SITM
Planet Labs $PL
Macom Technology $MTSI
Silicon Motion Tech $SIMO
Maxlinear $MXL
Keysight Technologies $KEYS
CBOE Global Markets $CBOE
Qnity Electronics $Q
Hewlett Packard $HPE
Solstice $SOLS
Casey's General Stores $CASY
Lattice Semiconductor $LSCC
Ventas $VTR
Nvent Electric $NVT
United Microelectronics $UMC
Teck Resources $TECK
Davita Healthcare $DVA
Camtek $CAMT
F5 Inc $FFIV
Arrow Electronics $ARW
Powell Industries $POWL
Synnex $SNX
Krystal Biotech $KRYS
Enersys $ENS

[Dwayne Walker @dwaynewalker]

SpaceXAI …the “AI” in the name says it all. The biggest company in the world very soon!! “ ….. so it will just be SpaceXAI, the AI products from SpaceX,” Musk wrote #SpaceX #SpaceXAI #AI

[Jordi Visser @jvisserlabs]

The “physical world upgrade” is no longer a future story. It is happening now.

I break down how:
• Freight and industrial data are accelerating
• AI demand is powering semis, power, optics, and now edge devices are part of the discussion
• Compute and power shortages are becoming the real bottleneck
• Bitcoin may be the catch-up trade as inflation and PMIs keep rising

Tariffs, AI bubbles, Oil Disruptions have been disruptions invetsors while Jensen Huang keeps telling people the story to focus on. The AI Five Layer Cake

Watch this week's video: https://t.co/p8vaZz9Tsp

[Shay Boloor @StockSavvyShay]

$NVDA has committed more than $40B to equity investments this year alone:

• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$2B

Nvidia is positioned across every layer of the AI buildout from silicon & networking to optics, power, neoclouds & the model companies running on top.

The whole stack runs through Jensen.