StephanK #Bitcoin
@StephanK339
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#Pilot #Airbus320 #Bitcoin #Ethereum #Solana
New York, USA
Joined December 2021
MAG 7 drawdown from 52-week high: • $GOOGL -14% • $AAPL -14% • $NVDA -19% • $AMZN -20% • $AVGO -25% • $META -26% • $MSFT -31%
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It was an honor to hang out with Jensen Huang, CEO of @nvidia, and do a long-form podcast with him. Really fun & fascinating technical deep-dive conversation on & off the mic. One of the most brilliant & thoughtful human beings I've ever met. NVIDIA is the most valuable company
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UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM, $SHOP, $NET • Good (30-39%) | $RBRK, $HUBS, $FIG, $MNDY, $GTLB, $MDB, $PATH
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Nvidia CEO Jensen Huang: "AI will create more millionaires in 5 years than the internet did in 20." But he didn't stop there... He revealed exactly how it'll happen and how you can capitalize on it:
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@MarioNawfal This is the Netherlands, world champion climate transition, most of it is tax. Meet our gay climate prime minister Rob Jetten, who refuses to provide the Dutch temporary tax relief on energy. Climate change is more important, he says.
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🚨🇪🇺🇮🇷 If you're in Europe and think you're not paying for the Iran war, think again €2.60 a liter is over $11 a gallon!! https://t.co/9zVCLlxpnk
🇮🇱🇮🇷 Netanyahu just condemned Iran for "murdering civilians." He gave a 4-point list, including the use of long-range ballistic missiles and strikes on Jerusalem in the last 48 hours, to suggest the whole Western world should unite to overwhelm Iran immediately. Source: Fox
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If you invested $10K in $MU a decade ago, you would have ~$380K 😳
AI SEMIS KEEPING THE MOST OF EVERY DOLLAR Operating margin breakdown: • Best-in-class (50%+) | $NVDA, $TSM • Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO • Strong (30–39%) | $ASML, $TXN, $LRCX, $CRDO • Solid (10–29%) | $CDNS, $AMAT, $ALAB, $ARM, $MRVL, $SNPS, $AMD • Low margin
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$AVGO stock performance since going public: 🔴 2022: -13% 🔴 2026 (YTD): -7% 🟢 2018: +2% 🟢 2011: +3% 🟢 2012: +12% 🟢 2009 (since IPO): +13% 🟢 2016: +24% 🟢 2019: +29% 🟢 2020: +45% 🟢 2015: +46% 🟢 2017: +48% 🟢 2025: +51% 🟢 2010: +56% 🟢 2021: +56% 🟢 2013:
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ai inference is growing exponentially this year we’ve gone from generative ai to reasoning ai and now to agentic ai i’ve never been more optimistic about tech
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He’s right
JASON: “Elon seems to think we're gonna have one robot for every human.” JENSEN HUANG: “I'm hoping more … We're millions of people short in labor today. We're actually really desperately in need of robotics. All of these companies could grow more if they had more labor.”
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