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Nancy gets it. You can own both $AVGO and $NVDA. No problem. 😮💨🚀
271.5K views
Semiconductors are exempt. 👇🏻
So people can stop selling $NVDA $TSM etc. 🤓
206.4K views
AI utilities including $EOSE $NBIS $WULF $CIFR $CRWV $APLD $IREN all ‘expected’ to see explosive revenue growth next year. 🚀
Hard to imagine betting against this growth and momentum. 😬
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🔥 Top post: My favorite #CES2023 device in the “I would actually use that ca · 915.8K views
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$NVDA print next week increasingly feels like...
$SOFI Monster Quarter. Double Beat. And a raise on the guide 💪🏻👏🏻🚀
120% EPS growth Y/Y
38% Rev growth Y/Y
Remember on days like today that absolutely nothing has changed with the AI demand story. The hard selling of names like $IREN and $CIFR is just normal market turbulence.
Onward 👊🏻💪🏻
AI utilities including $EOSE $NBIS $WULF $CIFR $CRWV $APLD $IREN all ‘expected’ to see explosive revenue growth next year. 🚀
Hard to imagine betting against this growth and momentum. 😬
All the people asking if it was too late to buy $CIFR or $IREN after the run it had...
Here is another chance. China Tariff news has no bearing on AI capacity or energy demand. NFA😮💨
Market selling off on Tariff news. We know how this story ends.
$CIFR is my number one AI utility play. No further explanation needed.
$GOOGL now generates 50% of its code with AI. Soon it will be closer to 90%
We are at a massive inflection for work and human productivity.
$NVDA will likely end up owning part of $AMD indirectly via its OpenAI deal. 🤓
Jensen seems to be covering all angles. 👊🏻
When $SOFI was $11 and $HOOD was $17 I nearly dumped half of my SOFI position for Robinhood. I had the trade fully queued up but decided I didn't want to bail on SOFI after riding it out so long.
That decision cost me more than $5 millio…
U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028
8 “Power Players” to watch:
• $NNE grid buildout
• $CCJ uranium supply
• $VRT power & cooling
• $VST grid generation
• $LEU enriched uranium fuel
• $CEG nuclear baseload
• $EOSE long…
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- Established account (15+ years old).
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