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Rest well X crew See you on the flip side 🤝

AI is bigger than one chip company. Nvidia $NVDA built the category. $AMD is expanding it. Broadcom $AVGO powers networking + custom silicon. $TSM manufactures many of the world’s most advanced chips. More compute demand means more winners across the AI stack. Own quality leaders. Let the market fight over the headlines.

Hats off to another day and week in the markets. The stock market is the greatest show on earth. Did you buy back any future time and the freedom it brings? My adds: Monday: $VOO $NVDA Tuesday: $QQQ $AMZN $GOOGL Wednesday: $SCHD $GPIX $GPIQ Thursday: No adds Friday: No adds HBU?

AI demand isn’t slowing. The bottleneck is shifting from silicon to watts. Chips can be built fast. Gigawatts of power, grids, cooling & data centers take years. That’s where the next AI infrastructure winners emerge 👇 $NVDA $GEV $CEG $VST $VRT $MOD $ETN $PWR Follow the infrastructure

Top of the morning ☕️📈 Jensen Huang $NVDA “AI is now infrastructure.” That’s the bigger picture. This isn’t just another software cycle. AI is becoming foundational infrastructure for the global economy. The opportunity is bigger than chips. It’s the entire stack. Think in decades, not quarters. Stay bullish 🤝

🧵 The Mega-Cap Fundamental Scorecard I graded $AAPL $AMZN $GOOGL $META $MSFT $NVDA on 7 things: •Forward P/E •PEG •Profit margins •YoY quarterly earnings growth •Current ratio •Debt/equity •Free cash flow Here’s what stood out 👇

Hats off to another day in the markets. The stock market is the greatest show on earth. Did you buy back any future time and the freedom it brings? My adds: Monday: $VOO $NVDA Tuesday: $QQQ $AMZN $GOOGL Wednesday: $SCHD $GPIX $GPIQ Thursday: No adds HBU?

$AMZN that’s a thing of beauty 🔥👀

$NVDA AI is no longer just a chip story. It’s power, cooling, storage, networking, and data centers. Nvidia is helping build the full stack and that’s why the AI opportunity keeps expanding beyond Nvidia into the broader $QQQ and $VOO ecosystem. Own quality. Ignore the noise.

$AAPL Apple has been on fire. New CEO John Ternus gets the keys as Apple hits recent all time highs. The market is rewarding execution. The iPhone Duo, AI, services and a massive installed base give Apple plenty of fuel. A ~25% YTD gain says investors are paying attention. Apple keeps proving why patience, consistency and conviction matter.

$META Zuckerberg is betting big on Meta’s Muse, scaling it toward full personal superintelligence With live video, custom voice, and deep retail integrations, it’s evolving fast beyond a basic assistant. This convergence across hardware and AI unlocks massive enterprise value. Smart money sees the long game: a digital layer redefining daily commerce and user engagement at global scale. Bullish AF

Don’t bet against Jensen Huang @JensenHuang $NVDA