NorthwindCapital

[NorthwindCapital @northwindcap]

@SatyazalaZala So far not doing well!

[NorthwindCapital @northwindcap]

@JimmySpencer And a foul!

[NorthwindCapital @northwindcap]

@BillHemmer love ya and watch you everyday however AVGO did not come out with “poor earnings”. They were actually good just did not live up to expectations! Keep up the great work.

[NorthwindCapital @northwindcap]

@valanto269 What happen with AVGO? I think an overreaction!

[NorthwindCapital @northwindcap]

@NBA I have not dog in this hunt but the officiating is embarrassing! Numerous travel violations, fouls not called. It’s clear the NBA wants to promote the Spurs. Would nit be surprised if things reverse for game 2 in favor of Knicks to prying series $$$. Not a great product.

[NorthwindCapital @northwindcap]

@itsmichaelluu Great opportunities loom ahead!

[Michael | Hypermarkets @itsmichaelluu]

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.

♻️ RESHARE this post and write 1 comment, I'll DM you what to buy top 3 first.

[NorthwindCapital @northwindcap]

@altcap when is your podcast with Microns CEO? Thanks

[NorthwindCapital @northwindcap]

@Janislife9 Stunning ❤️

[NorthwindCapital @northwindcap]

@EliManning Class Act Eli!

[NorthwindCapital @northwindcap]

@Sofia50020Sofia All 20 for me! Very fortunate 💕

[NorthwindCapital @northwindcap]

@AnnieAgar Love everything about you ❤️💕👍🙏

[NorthwindCapital @northwindcap]

@Janislife9 Love your smile ❤️

[NorthwindCapital @northwindcap]

@asherrkiinee 66

[NorthwindCapital @northwindcap]

@AnnieAgar Shocker 🙃😝

[NorthwindCapital @northwindcap]

@callmebailey71 Stunning ❤️

[NorthwindCapital @northwindcap]

@AnnieAgar ❤️💕

[NorthwindCapital @northwindcap]

@altcap when is your podcast with Microns CEO. Thanks for all you do!

[NorthwindCapital @northwindcap]

@BrookeBrighton

[NorthwindCapital @northwindcap]

@Brooketaylortv @DanaPerino 2 Extraordinary journalists and beautiful woman ❤️