The top 10 largest stocks in the world are now worth a combined $30.20 Trillion up from $29.97T last week

NANCY PELOSI JUST BOUGHT 3 STOCKS 🚨 Here’s the biggest holdings and what she added 👇🏻 1. Nvidia $NVDA 15% of the portfolio

Investing isn’t about being right every single day. It’s about understanding what you own, managing risk, and giving good ideas enough time to develop. Patience is an underrated skill.

The market rewards patience more often than excitement. I’m here to study businesses, understand markets, follow technology, and learn from both the winners and the mistakes. 📊 What’s one market lesson you’ve learned?

Models across the AI ecosystem run on NVIDIA. New models and AI labs are emerging all the time. Our CEO @JensenHuang shares the idea behind NVIDIA’s platform: build what the ecosystem needs and help everyone succeed. #AllInSummit

🇺🇸 Anthropic could be heading for the biggest IPO the world has ever seen. The Claude maker is reportedly preparing to raise as much as $100 billion. And it may already have one very big name ready to jump in. Nvidia is considering putting up to $10 billion

BREAKING: Four major carriers have confirmed Starlink support for the newly launched iPhone 18 Pro range. 🇺🇸 T-Mobile 🇯🇵 au/KDDI 🇯🇵 NTT Docomo 🇦🇺 Telstra No special satellite phone or extra hardware. Starlink lets a regular iPhone stay connected where cell towers cannot reach.

🇺🇸 BREAKING: Nvidia is considering a $10 BILLION investment in Anthropic’s IPO. Anthropic is reportedly in talks to bring in NVIDIA as an anchor investor, targeting up to $100 BILLION in the offering at a valuation near $2 TRILLION. This would potentially make it the LARGEST IPO in history, per Reuters. The AI company is expected to go public before the U.S. midterm elections, after raising $65B in May at a $965B valuation and reaching a $65B annualized revenue run rate by July.

Jensen: 1 million years of evolution between you and me 😂

🇺🇸 Anthropic could be heading for the biggest IPO the world has ever seen. The Claude maker is reportedly preparing to raise as much as $100 billion. And it may already have one very big name ready to jump in. Nvidia is considering putting up to $10 billion into the IPO as an anchor investor, basically backing the listing before it even reaches the wider market. That relationship is pretty interesting too. Anthropic needs huge amounts of Nvidia chips to keep Claude running and growing. Now its chip supplier could also become one of the biggest early buyers of its stock. And if the IPO lands anywhere near the numbers being discussed, Anthropic could walk onto the stock market worth around $2 trillion. All of this for a company that was valued at $965 billion just a few months ago. Source: Reuters / Writer: Daniyal

NVIDIA CEO, Jensen Huang: I want to be involved in nearly everything Elon Musk does. "For xAI, we're an investor already. The only regret I have is I didn't give him more money. Almost everything that @elonmusk is part of you really want to be part of as well, and and he gave us the opportunity to invest, I'm just delighted by that."

ELON MUSK: "It’s an honor to have NVIDIA as an investor."

“It’s an honor to have NVIDIA as an investor.” — Elon Musk

RT @933Athkar: JENSEN SAYS MEMORY AND OPTICS ARE THE NEXT BOTTLENECK Here are 5 stocks Nvidia has already bought into ： 1. $LITE https:/…

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

NVIDIA’s decision to invest in xAI ‘s recent $6B round speaks volumes. Jensen Huang isn’t guessing. He knows Elon is the one who will lead the AI revolution that is taking place right now. Their history goes way back. Huang understands greatness when he sees it.

ANTHROPIC JUST SIGNED A $35 BILLION CLOUD DEAL, AND NVIDIA IS THE LANDLORD The deal is with Lambda, an Nvidia-backed cloud provider, but Nvidia itself holds the lease on the actual data center The data center is being built by Hut 8 in Nueces County, Texas. Nvidia signed its own agreement with Hut 8 a few weeks ago to lock down the capacity. Lambda will use the space to plug in chips it bought from Nvidia, which is also its investor. - WSJ

j’ai cru que c’était de l’IA au début mdrrr mon cerveau est tellement foiré