Nvidia down 10%.
Broadcom down 20%.
Neo clouds crushed.
Meta has $35B committed to CoreWeave.
$27B to Nebius.
Nvidia owns 90% of data center GPUs.
Broadcom designs chips for OpenAI, Google, and etc.
What I'm buying on this dip:
๐ง $NVDA
โก $AVGO
โ๏ธ $CRWV , $NBIS , $IREN
๐ $LITE , $COHR , $GLW
๐ $QCOM
Nvidia down 10%.
Broadcom down 20%.
Neo clouds crushed.
Meta has $35B committed to CoreWeave.
$27B to Nebius.
Nvidia owns 90% of data center GPUs.
Broadcom designs chips for OpenAI, Google, and etc.
What I'm buying on this dip:
๐ง $NVDA
โก $AVGO
โ๏ธ $CRWV , $NBIS , $IREN
๐ $LITE , $COHR , $GLW
๐ $QCOM
Here are 3 tech jobs that'll pay stupid money and won't get replaced by some chatbot:
1. AI Engineer:
$220K to $270K
Everyone's scrambling to hire these people. You know how a normal dev builds a banking app where you check your balance and pay bills? An AI engineer comes in and adds an assistant that actually understands your spending and tells you how to save more.
AI doesn't manage itself. Someone's gotta plug it in, guide it, and make it actually useful. That's the job.
2. Machine Learning Engineer
$300K to $700K
These folks don't just use AI. They build the damn thing. Model training, data quality, catching hallucinations before they embarrass the company.
Picture this: an AI that detects cancer from medical scans. Sounds amazing, right? But that 5% error rate? That's someone's life. You need a human who understands the math, the edge cases, the failure points. AI can't check itself.
3. Cybersecurity Engineer
180k +
More AI-coded apps = more vulnerabilities. One messed up cloud permission and a hacker's in your bank account.
You test the system, simulate attacks, find the weak spots before the bad guys do. With all this "vibe coding" going around, security is about to explode.