Sharon Tan

[Sharon Tan @tansharon11]

NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital https://t.co/6zxdJDtnro

[Sharon Tan @tansharon11]

15 Best Branding Inspiration Websites Designers Actually Use in 2026 https://t.co/TqPY0Bljzk

[Jon Erlichman @JonErlichman]

Investments 15 years ago now worth $1 million:

Nvidia: $2,280
Tesla: $4,730
Broadcom: $8,670
Axon: $11,270
Micron: $25,540
Netflix: $31,650
AMD: $34,360
Amazon: $38,590
Apple: $45,330
Alphabet: $45,530
Mastercard: $53,500
Visa: $63,820
Monster Bev: $68,540
Microsoft: $70,050

[Sharon Tan @tansharon11]

How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company https://t.co/s3EkDJ400h

[Sharon Tan @tansharon11]

ByteDance valuation exceeds US$600 billion after proposed equity sale: sources
https://t.co/q8uH0cpVKY

Explore our updated app & enjoy a 7-day free trial. New users only. Download now:
https://t.co/VFVnI5TP4p

[Bloomberg @business]

Global investors are pouring money into Malaysian bonds as the Iran conflict drives oil prices higher, bolstering the outlook for the energy-exporting nation while rattling other emerging-market peers https://t.co/TXygN3NLoL

[amit @amitisinvesting]

TRUMP'S ADDRESS TO THE NATION TONIGHT ARE CAUSING FUTURES TO GO RED.

1. Trump said that the war is essentially over but that the US would continue a bombing campaign for 2 weeks. Market did not like that.

2. Trump said that if a deal is not reached in the next 2 weeks then the US will conduct strikes on energy infrastructure in Iran. Market did not like that.

3. Trump said that NATO countries are doing nothing to help and that if they want oil they should either buy it from the US or go to the Strait and take it themselves. Markets once again did not like that Trump is essentially downplaying the importance of the Strait being open by claiming that oil can easily be bought from the US.

Overall, this was supposed to be a speech that confirmed to the markets that the war was coming to a near end. Although Trump said that, it was not implied given his other statements. Oil is now above $103. Gold and Silver are down. The S&P is losing 1% overnight.

We did make a 3.75% move on the S&P, adding $2T+ to the stock market in the past 48 hours. It would not surprise me or should surprise anyone if we give some of that back, but the reason for why we are giving it back (more escalation in the war) is actually why we seem to be seeing the downside momentum overnight.

This might just be low volume, this might easily flip green tomorrow as the market goes back to thinking the war will be over, or this might actually create a downslide that loses any momentum we achieved over the past 2 days because of the uncertainty that once again has been created due to the Strait being closed and the war potentially continuing to escalate.

Markets now decide how they feel about this tomorrow.

[Jon Erlichman @JonErlichman]

Age of these businesses:

Tesla: 23 years
SpaceX: 24 years
Google: 28 years
Netflix: 29 years
Amazon: 32 years
Nvidia: 33 years
Apple: 50 years
Microsoft: 51 years
Intel: 58 years
Sony: 80 years
HP: 87 years
Samsung: 88 years
IBM: 115 years
Nintendo: 137 years
Nokia: 161 years

[Sharon Tan @tansharon11]

With All Eyes on the Middle East, the Trump Administration Advances Its “Donroe Doctrine” in Latin America https://t.co/58iFmVk4cC, by @left_voice

[Oguz Erkan @oguzerkan]

Peter Lynch: “The market falls by 10% once about every two years. Every six years, the market’s going to have a 25% decline. The market goes down sometimes. If you’re not ready for that, you shouldn’t own stocks.”

That's all you need to know.

[The Wall Street Journal @WSJ]

To the U.S., the world’s largest battery company is a geopolitical threat. But the billionaire who runs China’s CATL is confident the Americans will eventually come calling. https://t.co/deJsBab7ZX

[Jason Luongo @JasonL_Capital]

The smart money is telling you where to invest. You just have to pay attention:

AI Infrastructure: $NVDA
Photonics: $COHR
Data Centers: $IREN
Cybersecurity: $PANW
Defense/Drones: $ONDS
Space: $RKLB
Fintech: $HOOD
Digital Banking: $SOFI
Energy Storage: $TE
Semiconductors: $SYNA
AI Marketing: $ZETA
Enterprise Automation: $PATH
Biotech: $IBRX
Telehealth: $HIMS
Edge Computing: $OSS
Cloud Computing: $NBIS
Battery Technology: $AMPX
E-Commerce/Cloud: $AMZN

[Justin Banks @RealJGBanks]

NVIDIA CEO Jensen Huang says AI is a 5-layer stack.

But the real opportunity spans the entire AI supply chain.

Here are the key stocks in each layer:

APPLICATIONS
$PLTR - Palantir
$SNOW - Snowflake
$CRM - Salesforce
$NOW - ServiceNow

MODELS
$MSFT - Microsoft
$GOOGL - Alphabet
$META - Meta Platforms
$AMZN - Amazon

INFRASTRUCTURE
$VRT - Vertiv
$ETN - Eaton
$PWR - Quanta Services
$ANET - Arista Networks

CHIPS
$NVDA - Nvidia
$AMD - Advanced Micro Devices
$AVGO - Broadcom
$MRVL - Marvell Technology

ENERGY
$CEG - Constellation Energy
$VST - Vistra
$TLN - Talen Energy
$OKLO - Oklo

[Sharon Tan @tansharon11]

Check out this article: https://t.co/4KRHRt9Ub0

[Sharon Tan @tansharon11]

BlackRock fund limits withdrawals as redemptions rattle private credit - The Economic Times https://t.co/9MIZW0xcOn

[BRICS News @BRICSinfo]

Dalai Lama is mentioned 169 times in the Epstein files, including personal meetings.

[Casual Geopolitics @Adamemedia]

🚨 The Dalai Lama has reportedly met multiple times with Jeffrey Epstein and is mentioned at least 169 times in the Epstein files…

[BFM News @NewsBFM]

A Singapore-registered vehicle was caught refuelling with subsidised RON95 petrol at a station in Eco Botanic, Johor on Jan 26.

The alleged car owner claimed the purchase was legal and vowed to keep using the fuel until enforcement against foreign vehicles begins in Apr.

🧵1

[Sharon Tan @tansharon11]

Why all eyes are on the Johor-Singapore Special Economic Zone https://t.co/WEfBBWx32U

[Sharon Tan @tansharon11]

President Donald Trump railed against JPMorgan Chase & Co. and its leader Jamie Dimon, threatening to sue the banking giant over his claim that he was debanked after the Jan. 6, 2021, Capitol riot. https://t.co/otduX9hkvI