Elon Musk is telling you EXACTLY what to invest in. He said "the value of compute per watt will increase over time, not decrease."
If I had $100,000 to invest in an AI portfolio, I would own these 10 stocks:
$IREN - $27.65 now. Microsoft handed them a $9.7B AI cloud contract. Targeting more than $4B of ARR from 2026 capacity.
$AVGO - $337 now. AI chip revenue up 221% to $16.7B last quarter. Guiding $21.7B next.
$NVDA - $220 now. Data center revenue up 117% to $89B last quarter. Guiding $108B next.
$CRDO - $182 now. Revenue up 115% to $479M last quarter. Optics alone expected to top $600M this fiscal year.
$MRVL - $244 now. Record $2.74B quarter. Targeting $70B to $90B in revenue by fiscal 2031.
$NBIS - $176 now. Revenue up 454% to $582M last quarter. Meta deal worth up to $27B.
$VST - $153 now. 20-year nuclear power deals with Meta for 2,609 MW. Up to 1,200 MW more going to AWS.
$NOK - $9.32 now. AI and cloud sales up 105% last quarter. Nvidia invested $1B for a 2.9% stake.
$AMKR - $44.69 now. $1.5B multi-year advanced packaging deal with Nvidia to expand Amkor's Arizona capacity.
$TSM - $431 now. Revenue up 41% to $46.7B last quarter. Guiding $52.3B to $54.3B next.
The CCP operates like a global criminal syndicate run by a handful of kleptocrats.
Many bagmen still doing business with the West are no different from Edward Xia Hua Gong.
Their vast business interests shield them from scrutiny.
The West must decouple from the CCP!
2026.10.15 (EP69) When does coincidence become a pattern? Miles Guo challenged Edward Moss’s move to Cahill, the very firm holding GTV’s confidential information Beijing wanted.
GTV demanded answers. Cahill never responded. Instead, Cahill defended Moss, arguing PAX wasn’t targeting GTV, even though Moss had previously called Guo and GTV “inextricably linked.” No notice. No conflict waiver. Ethical safeguards arrived late. Then, on December 6, Cahill exposed GTV’s privileged information on the public docket for over 14 hours, calling it an “inadvertent filing error.”
First, the CGI–Duowei mystery. Then Moss’s move right after the SEC settlement. Then another exposure. Why did PAX’s lead lawyer land inside the firm holding GTV’s secrets?
🚨 BREAKING NEWS: Gmail Users Need to Read This!
If you have a Gmail account, you need to read this.
Google’s AI is now rifling through your inbox emails and attachments, bank statements, tax docs, medical letters, the whole stack. It was enabled by default, and that quiet rollout is now facing a class-action lawsuit.
Here are 5 steps to turn it off because the kill switch is buried in two different spots:
A WALLET IS UP $604K BUYING BITCOIN UP OR DOWN AT 1 CENT
Every few minutes, Polymarket opens a "Bitcoin Up or Down" market, and during sharp moves one side trades for pennies.
This wallet buys exactly that side: a 1¢ contract that pays $1 if it wins.
-> Down at 1.2¢: put in $156, got back $13,450 (+8,520%)
-> Up at 1.1¢: put in $93, got back $8,434 (+8,999%)
-> Down at 1¢: put in $68, got back $6,564 (+9,514%)
-> Just these 3 trades: put in ≈ $317, got back ≈ $28,448
-> All 5 best 1¢ trades on the screen: put in ≈ $432, got back ≈ $38,434
Wallet:
[https://t.co/2WT5ZsynjM]
Most people skip 1¢ contracts. This wallet just keeps buying them.