no

[no @jamieshania]

$NVDA's Q3 earnings prove that they are now UNSTOPPABLE:

• Overall revenue: $18.1 Billion, up 206% y/y
• Datacenter revenue: $14.5 Billion, up 279% y/y
• Earnings per share: $4.02, up 593% y/y 🤯
• $NVDA's P/E now lower than $TSLA or $PLTR

And their run has just begun:

[no @jamieshania]

If you missed $NVDA , these stocks are next:

[no @jamieshania]

What $AMD just did is insane. Wall Street isn't ready:

[no @jamieshania]

Dips don't last. I'm buying these stocks now.

Don't say I didn't warn you:

[no @jamieshania]

This is a historic buying opportunity:

[no @jamieshania]

Great, now I want chips.

[Denny’s @DennysDiner]

@JensenHuang @nvidia

[no @jamieshania]

Currently watching the CEOs of Siemens and $ASML talk about the next generation of AI infrastructure at VivaTech 2026.

Lots of innovation happening all over the AI stack, not just in chips but power generation, switching, and optimization.

[no @jamieshania]

I thought VivaTech would be another conference hyping AI. I was wrong.

VivaTech 2026 is showcasing tech that matters, especially to investors: automation, transportation, energy, quantum computing.

I’m blown away. Deep dive coming soon.

[no @jamieshania]

Alaska in May, Monaco in June. Don’t forget to invest in you

[no @jamieshania]

Currently working on my video covering the SpaceX IPO. It'll be a big one.

[no @jamieshania]

Day 2: Aialik Glacier

[no @jamieshania]

Taking a week off and road tripping around Alaska. Don’t forget to invest in YOU.

[no @jamieshania]

$NVDA @NVIDIADC just shipped the biggest jump in AI yet.

I sat down with @nvidia Vice President of DGX Systems and he had a few surprising things to say.

Don't say I didn't warn you:

[Alexander Whedon @alex_whedon]

Introducing SubQ - a major breakthrough in LLM intelligence.

It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA),

And the first frontier model with a 12 million token context window which is:

- 52x faster than FlashAttention at 1MM tokens
- Less than 5% the cost of Opus

Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention).

Only a small fraction actually matter.

@subquadratic finds and focuses only on the ones that do.

That's nearly 1,000x less compute and a new way for LLMs to scale.

[no @jamieshania]

YOU make the long nights and weekends spent researching, writing, and editing worth it.

Thank you for spending some of your precious time with me each week! 🍻

[no @jamieshania]

I'm buying every single share I can:

[no @jamieshania]

Don’t say I didn’t warn you months ago 😏

[Trade Whisperer @TradexWhisperer]

$MU Holy Shit

Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).

Their combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided.

Same output. Four times cheaper. You do the math.

[no @jamieshania]

Wall Street has NO IDEA what $NVDA's about to ship

Here's an exclusive look at @nvidia's mind-blowing Vera Rubin systems and the new Groq 3 LPU chips

Don't say I didn't warn you:

[no @jamieshania]

Wall Street just made a HUGE MISTAKE

This is a once in a LIFETIME opportunity for stocks like $MSFT $NBIS $MU $MRVL $AVGO $CRWD $PANW

Don't say I didn't warn you:

[no @jamieshania]

Spent an hour letting @nvidia's L2++ Mercedes drive me through downtown SF.

The @NVIDIAAI team really cooked.

If this is what “driver assist” looks like, $TSLA's competition might be here sooner than the market thinks. Long $NVDA.

https://t.co/Qc430GaXfU