As $NVDA continues to hit new all-time highs, congratulations to all NVIDIA shareholders, especially members of The AI Investor community, for finding and holding $NVDA and other AI stocks through the noise. The AI Investor portfolio performance vs $QQQ

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Bloomberg published an article citing Raymond James's projection of AI Cloud Revenue. 2030 projection: - NBIS: $12B - CRWV: $38B - ORCL: $121B - MSFT: $128B - GCP: $26B - AMZN: $26B My take is this is probably a very wrong projection.

Your Pipedrive journey starts here! Track your sales pipeline with the easy and effective CRM for closing deals.

Lol, Apple takes a 30% cut from every $5 subscription 😂 This is why there is no need for Cook to work on AI, cash printing machine. So from your $5 I only receive about $3.39 (and even less after processing fees). Can't even buy a cup of coffee. So everyone please use Web

AI Infra stocks, ranked by YTD performance. Price action in some stocks seems to be getting out of control while $NVDA remains reasonable. Source below.

AI skeptics say AI struggles with certain tasks and won't be useful. That's because they haven't worked with the 90% of engineers who perform below an exceptional level. Years in tech leadership have led me to conclude that current AI is already better than average software

Superpowers for Superheroes. Today, we unveil EagleEye: the family of warfighter augments that place mission command & AI directly into the operator's helmet.

When more people realize AI is an existent threat to current profitable businesses, we will see fewer nonsensical takes about AI being too expensive or AI bubbles. $NVDA

Interesting: "McKinsey warned that banks could lose up to $170 billion in global profits, about 9%, as AI agents begin helping consumers automatically move money into higher-yield a/c "Agentic AI” could erode margins by removing the inertia that keeps $23T of deposits stuck in

Around June 1st this year, I started buying $GOOGL and shared my analysis with AI investor community. Less than 5 months later, $GOOGL is up more than 50%. Read my thesis here: https://t.co/1oEDOPzfXS

Elon defended the AI data center in space idea and said "solar powered AI satelilites are the only way to achieve Kardashev-II civilization".

🫅🏻 With No Kings rally, Democrat hypocrisy was on full display It’s not that Democrats don’t like kings… They just want kings who will use the full ower of government to enforce their policy priorities, and ignore the law and rules when it suits them.

So the AI bubble is cancelled? My members stayed informed through this, and hopefully none of you panic-sold your AI stocks. I’ve been sharing clear, simple explanations of the key trends driving AI demand, the kind of insights that give retail investors a real edge, even

A history of Quantum breakthroughs

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Samsung and SK Hynix went head-to-head with their next-gen HBM4 chips at SEDEX 2025, the first public reveal beyond HBM3E. Unlike previous HBMs, HBM4 integrates system semiconductor tech like memory controllers into the base die, boosting performance and efficiency. This marks

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NVIDIA CEO Jensen Huang will meet with leaders of Samsung, SK Hynix, and Hyundai for Korea’s government-sponsored AI summit, focused on semiconductor cooperation and national AI competitiveness.

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After talks with the U.S., Vice Premier Cheng Li-jung said Taiwan will boost investments and co-develop industrial clusters in America. Responding to concerns about tech loss, National Science Council chief Wu Cheng-wen assured lawmakers that key technologies from companies

Reflections from the Federal Reserve Payments Innovation Conference — October 21, 2025 What happened at the Fed today felt like a turning point. For the first time, the @federalreserve framed DeFi, stablecoins, and AI as foundational to the future U.S. payment system – not

Anthropic takes a diversified compute approach, combining Google TPUs, Amazon Trainium, and NVIDIA GPUs to optimize performance and flexibility.