Gregory R

investor / entrepreneur 🇺🇸 ‘money never sleeps, pal’

[Gregory R @therealgregoryr]

❤️

[Gregory R @therealgregoryr]

@DeItaone Is it me or does this account post the same headline 5 times over

[Gregory R @therealgregoryr]

@DeItaone They obviously didn’t get the memo that we already won the war 62 times

[Gregory R @therealgregoryr]

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $WDC $SNDK $XLK SK Hynix Samsung stock market

[Beth Kindig @Beth_Kindig]

Monthly AI tokens processed are estimated to be around a current run rate of 11 quadrillion tokens, roughly double Goldman Sachs' May 2026 estimate of 5.6 quadrillion.

$NVDA $MSFT $GOOG $AMZN

[Gregory R @therealgregoryr]

@DeItaone Yea, it def just stopped at Powell

[Gregory R @therealgregoryr]

@MargoMartin47 @StephenM It should have never been a thing

[Gregory R @therealgregoryr]

@DeItaone Maybe concentrate on our direct conflict a little more

[Gregory R @therealgregoryr]

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $WDC $SNDK $XLK SK Hynix Samsung stock market

[Beth Kindig @Beth_Kindig]

Amazon $AMZN CEO Andy Jassy:

“We now believe we will spend approximately $220 billion in cash CapEx in 2026, the higher cost of memory pushing this number up from a prior estimate of about $200 billion.

But even at that amount, we will still not have enough capacity to meet all the demand we have in 2026.”

$MU $AVGO $NVDA

[Gregory R @therealgregoryr]

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $WDC $SNDK $XLK SK Hynix Samsung stock market

[Beth Kindig @Beth_Kindig]

Big Tech is barreling towards $1 trillion in capex in 2027, with analysts now projecting $7.6 trillion in cumulative capex from today through 2031.

The key question for investors is who are the beneficiaries? We answer this pressing question in this week’s newsletter - link in bio.

$MSFT $GOOG $AMZN $META

[Gregory R @therealgregoryr]

Caller: “You’re mentioning it now more, did something change??

WD CEO: “Yes, we are getting a lot better visibility in this space.”

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $WDC $SNDK $XLK SK Hynix Samsung stock market

[Gregory R @therealgregoryr]

@DeItaone Just embarrassed for him at this point

[Gregory R @therealgregoryr]

@ElectronicDesgn I enjoyed the Great Q&A! Thanks

[Gregory R @therealgregoryr]

@EricLDaugh Regardless of how you feel about Trump, u know he’s not wrong

[Gregory R @therealgregoryr]

@DeItaone Maybe just shut it all down while we r at it

[Gregory R @therealgregoryr]

@FoxNews Italy better dust off those old WW2 pillboxes because they are gonna need them!

[Gregory R @therealgregoryr]

“Based on the requests of unmet demand, AI [memory] supply constraints are expected to…” -Samsung CEO Q2 earnings call

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $XLK SK Hynix Samsung stock market

[Gregory R @therealgregoryr]

Microsoft earnings call: CFO Amy Hood on if AI supply constraints still exist

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $XLK SK Hynix Samsung stock market

[Gregory R @therealgregoryr]

@Beth_Kindig I just read your email. Regarding meta & the compute contradiction selling/buying 3rd party - it’s called “compute arbitrage & capacity optimization” -maybe this helps to understand their decision more as he didn’t really explain on the call about up versus down time

[Gregory R @therealgregoryr]

“Based on the requests of unmet demand, AI [memory] supply constraints are expected to…” -Samsung CEO Q2 earnings call

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $XLK SK Hynix Samsung stock market

[Gregory R @therealgregoryr]

Microsoft earnings call: CFO Amy Hood on if AI supply constraints still exist

$NVDA $AMD $AVGO $TSM $SMH $SMHX $SOXX $QQQ $TSLA $MU $MSFT $META $GOOG $EWY $DRAM $AVGO $INTC $VGT $XLK SK Hynix Samsung stock market

[Gregory R @therealgregoryr]

And then it won’t allow me to submit feedback as not factually correct 🤔 @elonmusk I’m going to see if @grok does the same

[Gregory R @therealgregoryr]

🤯 Gemini thinks the fauci interview is a political parody when I asked it about its says it isn't an actual event because of how ridiculous it is!!

Fauci Hearing