I'm a big fan of the "GPS Theory" when you miss a turn, your GPS doesn't judge you, it recalculates. No matter how many detours you take, it finds another way forward. Life works like that too. You'll make mistakes, but your destination doesn't vanish. The route just changes.
🚨🗣️ Gabriel Martinelli: “Carlo Ancelotti is a SURREAL guy. No wonder he has won EVERYTHING in his career.
He just gave us confidence. He said we were going to equalize and turn the game around. It didn’t matter in which minute we scored the goal, we had to keep playing with confidence.
You can see in his body language how calm he is and he passes that confidence on to us.” 🇧🇷
CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
2. $MU — Micron
"HBM4 memory from Micron, SK Hynix and Samsung."
→ Only US-listed HBM4 supplier for Vera Rubin
3. $TSM — TSMC
"It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process."
→ Sole manufacturer of all Vera Rubin chips
4. $DELL — Dell
"Congratulations to Dell and Coreweave as well for standing up their Vera Rubin MVL72 engineering rack."
→ Confirmed Vera Rubin deployment
5. $CRWV — Coreweave
"Coreweave is worth 50, 60, 70 billion dollars and growing incredibly fast."
→ Flagship AI cloud partner, explicit valuation callout
6. $MSFT — Microsoft
"Congratulations to Microsoft for their operational Vera Rubin MVL72 engineering rack."
"Microsoft and Nvidia over the last three years reinventing the PC."
→ Deepest co-development partner across cloud + PC
7. $CDNS — Cadence
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Only company given a full dedicated demo segment
8. $CRWD — CrowdStrike
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
9. $PLTR — Palantir
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
10. $SAP — SAP
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
→ Named enterprise AI toolkit partner
11. $ADBE — Adobe
"Adobe have re-engineered the core of Photoshop and Premiere and they're going to release it for RTX Spark. It is twice as fast."
→ Full product re-architecture for Nvidia's new PC platform
12. $SHOP — Shopify
"Cursor, the software coding company, World Labs, Revolute, the leading financial services AI company, and Shopify."
→ Named as Coreweave AI cloud customer
13. $GOOG — Google
"This is Nscale, and their customers are British Telecom, Google. Google is using one of our AI clouds."
→ Google confirmed paying customer of Nvidia-powered AI cloud
14. $ICE — NYSE
"Lynn Martin, the president of New York Stock Exchange, has been so gracious to partner with us. Vera CPU, six times faster."
→ Vera CPU deployed live for NYSE real-time stream processing
15. $IBM / $RHT — Red Hat
"Red Hat, Canonical, Microsoft, it's going to be adopted everywhere."
→ Adopting Nvidia Open Shell enterprise runtime
I watched $NVDA GTC in Taipei. I know exactly what to buy FIRST.
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JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI factory must have running
$PLTR — Turns AI agent outputs into real government/enterprise decisions
$MSFT — Co-built the entire agentic PC platform with Jensen
$TSM — Only company on earth that can build these chips
AND HE HAS A DEAL WITH THESE ONES:
$HPE — Builds and ships the physical AI factory server infrastructure
$IREN — Owns the cheap power AI factories are desperately hungry for
$CRWV — The cloud Jensen personally called out by dollar valuation
$ARM — Every AI chip on the planet runs on ARM architecture
$DELL — First to rack and deploy Vera Rubin in production
$NVDA STILL SUPER EARLY SO DON'T MISS IT!
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