According to Reuters, OpenAI is looking to go public as soon as the second half of 2026. I believe this will benefit $MSFT the most since Microsoft has a huge stake of 27% in the newly restructured OpenAI. “OpenAI is laying the groundwork for an initial public offering that

Jensen Huang said Nvidia ($NVDA) already has $500B worth of Blackwell/Rubin systems booked for the next five quarters through CY2026. And that doesn’t even include Nvidia’s gaming, visualization, automotive, and other businesses. Wall Street is once again underestimating

Trump’s trade war was the best thing ever happened to Big Techs if you bought the dip! Congrats to everyone who bought $NVDA $GOOG $APPL $MSFT during the large dip in April!

Nvidia now has visibility on more than $500 billion of cumulative revenue for its current Blackwell AI chips and future Rubin chips through 2026.

The market $SPY $Nasdaq is reaching ATH thanks to all the AI and mega cap tech companies, yet the fear and greed index is still fearful 😅….

Why AI is Underhyped and Isn't a Bubble Yet Here's why AI isn't a bubble today. I've distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives, enjoy! -Big Tech valuations are

Google $GOOG has the best custom AI ASICs (TPUs) and is the only tech company that doesn’t rely on Nvidia’s $NVDA AI systems. Other tech companies have to invest in Nvidia’s CUDA-accelerated AI Systems to build and train their AI models. Even Anthropic, OpenAI and Meta are

This new TPU cloud deal between Anthropic and Google will benefit $GOOG, $AVGO, and $TSM the most. Why? 1) Google will provide up to 1 million TPUs to Anthropic, increasing GCP revenue. 2) Broadcom co-develops Google’s TPUs, so it will earn more custom ASIC revenue. 3) TSMC

"China are sending spies to seduce tech workers and steal Silicon Valley secrets" - The Times Also, Larry Ellisons wife since 2023:

Sundar Pichai says Google was already “AI native” before ChatGPT shifted global focus. He chose to invest deeply from infrastructure and chips to world-class model development. Rather than pause, Google accelerated launching Gemini and unifying its AI teams. Execution became

The Buffett premium on Berkshire $BRK.B is real 😎, but nowhere near as big as the Elon premium on Tesla $TSLA.

It’s very hard to predict where the economy is heading or whether we will have a correction. Sticking with “high-quality companies, focusing on them and buying them when they’re fairly valued or undervalued” is far more important than trying to predict the market. If you hear

AI servers in space🙂 powered by unlimited solar energy.

I thought Tesla has no competition in the humanoid/AI robotics market 😅…It looks like the humanoid market will just be similar to the EV market: a lot of competition, high CAPEX and R&D, Chinese makers mass manufacturing very cheap robots, and low margin for everyone in the

Another misinformation from The Information to manipulate the market. Don't trust everything from the traditional news media! $ORCL $NVDA

I swear China is far ahead of the US in mass manufacturing of robots. I bet these robots are significantly cheaper than Tesla’s Optimus Bot and Figure 03. From what I know, the only major advantage Tesla and Figure may have is the software or the AI brain that powers their

The market still underestimates how much post-training scaling (reinforcement learning), test-time scaling (long thinking & reasoning models), AI video generation, agentic AI for enterprises, autonomous driving, and humanoid robots will multiply AI token demand. We’ll eventually