grant ward

[grant ward @gbward0]

电 报：https://t.co/PCIJPqWxaq 双限➕

飞机小号；https://t.co/NJfpU14Gbk

不提供地方 见面满意付

[grant ward @gbward0]

#常州 打卡常州了

[grant ward @gbward0]

#常州 打卡常州了

[grant ward @gbward0]

#常州 打卡常州了

[grant ward @gbward0]

#常州 打卡常州了

[grant ward @gbward0]

#常州 打卡常州了

[grant ward @gbward0]

Cathie Wood’s Ark Invest grabbed 54,815 more Tesla shares yesterday. $TSLA 🚀

[grant ward @gbward0]

Retail sales went up 0.9% last month, beating the 0.6% estimate 💪📊

[grant ward @gbward0]

UK is banning TikTok and YouTube for anyone under 16, according to FT. Big change incoming for young social media users 📵

[grant ward @gbward0]

Peter Lynch summed up in a nutshell.

Visual summary by @MnkeDaniel

[grant ward @gbward0]

@DavidKWilliams Feels like every time he shows up lately, the stock gets a little jumpy. Could be nothing, but the pattern is hard to ignore.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

🇺🇸 $NVDA — Something big may be coming.

Jensen Huang rarely steps out unless the AI infrastructure story is getting bigger.

Now the market is watching for a major announcement, with rumors pointing to deeper AI compute partnerships.

Nothing is confirmed yet.

But one thing is clear:

AI demand is still exploding.

SpaceX is signing massive compute deals.
Google needs more GPUs.
Anthropic needs more capacity.
And $NVDA is still at the center of the entire AI supply chain.
The real trade is not just AI models.
It is chips, data centers, power and compute.
Watch:

$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA

Extreme volatility may be coming.

Don’t chase blindly.

Follow compute.

[grant ward @gbward0]

@ChizNobi Bottlenecks everywhere but they keep charging ahead. Wonder if we're trading one kind of scarcity for another.

[grant ward @gbward0]

@aspfrt Midterms usually bring uncertainty, but every cycle has its own story. Hard to say if this dip is the start or just noise.

[grant ward @gbward0]

@josephcurl Wait, so Google is basically renting SpaceX's backyard to run their AI? That's wild. Kinda shows even the giants can't build fast enough.

[FX_Nolan-Stock Trading Analyst【Nasdaq S&P500】 @josephcurl]

This SpaceX x Google deal is way bigger than another AI headline.

Google is supposedly paying SpaceX $920M a month for AI compute until 2029.

That covers roughly 110,000 NVIDIA GPUs inside SpaceX data centers.

Here's what that tells me:

Even Google doesn't have enough compute power.

The real AI battle isn't about chatbots or models anymore.

It's about who controls:

GPUs
Data centers
Cloud capacity
Power
Infrastructure

Spacex was always rockets and satellites.
Now it's turning AI compute into a money maker.
After the Anthropic deal, SpaceX's AI compute contracts could pull in about $26B yearly.

That's crazy.

Stocks I'm eyeing from this trend:

$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA

$TSLA isn't direct SpaceX, but the whole Elon AI infrastructure story will still matter.

My take is straightforward:

AI isn't just software anymore.

AI is turning into an infrastructure race.
Don't chase hype.
Follow compute.

[grant ward @gbward0]

@meloncurls21 The execution is what trips everything up. Who decides what "getting a piece" actually looks like?