Arjun Chandrappa

Engineer by profession. Investor by Passion.

[Arjun Chandrappa @itzarjun]

Jeff Bezos applying Inversion logic on how to think about change. Thanks @GSpier for forwarding this to me.

[0x鸣人 @LuBtc888]

黄仁勋：只要你是被亚洲父母养大的，你这辈子都要看心理医生。

你认不认可他的说法？

[Arjun Chandrappa @itzarjun]

"One of the skills of Forest Gump is letting your heart decide and focus. No one is more focused than Forest Gump"- Jensen Huang

[0x鸣人 @LuBtc888]

这是黄仁勋和女儿黄敏珊至今唯一的一次同台接受专访，

黄仁勋居然是乒乓球高手，遇到袁鸣之后，现场为何“翻车”？

黄敏珊今天拿着123.2万美元的高薪，又凭什么？

黄仁勋承认自己性格内向甚至孤僻。

今天，他有怎样的认知和处世哲学？

[Arjun Chandrappa @itzarjun]

@ManzTrades Love that you are on public. :-)

[Arjun Chandrappa @itzarjun]

@firstadopter Probably were resting in a arm-chair ;-)

[Arjun Chandrappa @itzarjun]

@oguzerkan You can’t have Nvidia work and SOXL not work 🤷🏻‍♂️

[Arjun Chandrappa @itzarjun]

@TopTechStocksUS He needs to go through cycles to establish himself as a smart investor. I feel we are giving him too much importance

[Arjun Chandrappa @itzarjun]

@demian_ai Love it Dylan. This guy must be down on his puts considering last two months market has done well.🤷🏻‍♂️

[Arjun Chandrappa @itzarjun]

@aleabitoreddit Interestingly I am reading about in the Entrepreneur magazine now

[Arjun Chandrappa @itzarjun]

Back in 2021, I posed a similar chart for NVDA. Now, I like $NBIS Disc: I own it, not investment advice, do your own research. Let's visit it in 5 years.

[Arjun Chandrappa @itzarjun]

Do you need reasons to own Nvidia?
Here is a flowchart. Am I missing anything?
Disc: I've been holding Nvidia for a few years now. This is not a recommendation, just sharing for education. $NVDA #NVDA

[Arjun Chandrappa @itzarjun]

@romanchernin Get Together AI and get it over with 😀

[Arjun Chandrappa @itzarjun]

When it comes to Investing we have three kinds of investors.
#myquotes #mylearningsfromthemarket

[Arjun Chandrappa @itzarjun]

@firstadopter Seriously I keep wondering the same Gemini had this to say

[Arjun Chandrappa @itzarjun]

So many good thoughts from Jensen.

[Ricardo @Ric_RTP]

Jensen Huang just called out every CEO who’s been firing people “because of AI.”

Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive.

Jensen's answer:

"For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more."

Read that again.

The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing:

They have no imagination.

They have no vision for what comes next.

They got handed the most powerful tool in human history and their FIRST instinct was to fire people.

This is the CEO of NVIDIA. The company whose chips power every AI system on the planet.

If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang.

And he said the OPPOSITE.

He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it.

But here's where it gets really interesting...

During the same interview, Jensen revealed something nobody's talking about:

He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees.

One to two billion per week.

That's a $50 to $100 BILLION annualized run rate.

For companies that most people think are burning cash and making nothing.

The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong.

Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real.

So if the money IS real, why are other companies firing people?

Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets.

They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board.

Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines.

That number doesn't include the new chips, systems, or partnerships announced this week.

And he's not cutting people. He's hiring.

Because when you have imagination, more capability means MORE opportunity. Not less headcount.

Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency."

Jensen's response: You're out of imagination.

He also said something that stuck with me.

Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's.

His answer: "I was just trying to make it through the shift."

Biggest tip he ever got? Two, three dollars.

Now he's building tech that increased computing demand by one million times in two years.

He announced OpenClaw, which he says is as big as ChatGPT.

And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet.

When asked how long he plans to keep working?

"I'm hoping to die on the job. And I'm not hoping to die anytime soon."

This is a man who believes every single thing he's building.

And his message to every CEO using AI to justify layoffs is simple...

You're not innovating. You're surrendering.

The technology wasn't built to shrink companies.

It was built to make them limitless.

If your leadership can't see that, the problem isn't AI.

It's THEM.

[Arjun Chandrappa @itzarjun]

@firstadopter 🤣🤣🤣

[Anish Moonka @anishmoonka]

September 2009. Jensen Huang walks onto a small stage at the Fairmont hotel in San Jose. About 1,500 people are in the room. He runs a company that makes chips for video games.

He spends the next 8 minutes doing math on a whiteboard, explaining why the future of computing won't come from making CPUs faster. He calls it "CEO math" and apologizes in advance to every computer science professor in the audience. Then he lays out an argument that almost nobody took seriously at the time: the way to make computers dramatically faster is to pair a regular CPU with hundreds of tiny parallel processors, the kind that already exist inside graphics cards. One CPU for the sequential stuff. Hundreds of GPU cores for everything else. He calls it "heterogeneous computing."

He shows the math. A workload that can be split into many pieces at once gets up to 200x faster on this combined system. A workload that has to run one step at a time loses nothing. "The most important thing in creating a new architecture," he says, "is to make sure it does no harm."

This was the first GPU Technology Conference. NVIDIA had launched a software platform called CUDA three years earlier, in 2006, to let developers write programs that run on graphics cards instead of just regular processors. Almost nobody cared. GPUs were for rendering Call of Duty, not for scientific computing. The academic world was polite but skeptical. The enterprise world ignored it entirely.

By this point, Huang had been making this argument for years. NVIDIA was a $7 billion company. It competed with AMD and Intel for market share in the graphics market. That was the whole business. Jensen kept saying the GPU wasn't just a gaming chip; it was a computing platform. He kept saying parallel processing would reshape every industry from medicine to finance to physics simulations. People kept nodding, then doing nothing.

Then deep learning happened. Around 2012, AI researchers discovered that training a neural network, which means teaching a computer to recognize patterns by running the same calculation millions of times across huge datasets, was exactly the kind of workload Jensen had been describing. GPUs can train AI models 10 to 50 times faster than CPUs. The architecture he outlined in this 2009 talk, with one CPU handling step-by-step tasks while hundreds of GPU cores crunch through massive amounts of parallel data, is now the literal blueprint for every AI data center on earth.

ChatGPT runs on NVIDIA GPUs. Claude runs on NVIDIA GPUs. Gemini, Llama, Midjourney, nearly every major AI model you've heard of was trained on NVIDIA hardware using CUDA, the software platform Jensen built for a market that didn't exist yet.

NVIDIA was worth about $7 billion when Jensen gave this talk. It is worth over $4.4 trillion today. That's a 600x increase. Jensen Huang, who founded the company at a Denny's in 1993 with two friends, now has a net worth of over $160 billion. He made Forbes' list of the 10 richest people for the first time this year.

GTC 2026 is currently ongoing. 17,000 people are packing a hockey arena to watch the same guy explain what comes next. In 2009, 1,500 people showed up at a hotel ballroom, most of them for gaming graphics.

[Arjun Chandrappa @itzarjun]

@firstadopter Meta has its own chips ? When did that happen?