Mentioned
NVIDIA Corporation
NVDA
-2.07 (-1.07%)
S
192.35
B
192.42
SPX500 Index (Non Expiry)
SPX500
-14.87 (-0.22%)
S
6838.38
B
6839.41
NASDAQ100 Index (Non Expiry)
NSDQ100
-79.09 (-0.31%)
S
25453.39
B
25457.22
Bitcoin
BTC
-38.44 (-0.04%)
S
101608.26
B
101665.80
Oracle Corporation
ORCL
-1.41 (-0.62%)
S
225.80
B
226.30
John Maeland
Norway
1m
πŽπœπ­π¨π›πžπ« 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐬𝐭𝐫𝐨𝐧𝐠 πŸ“ˆ MTD: +2.36% | YTD: +34.85% π“πšπ«π πžπ­: can we push 40% YTD by year-end? My β€œhappy” line was >25% or 10% above Nasdaqβ€”already achieved. The AI stack keeps compounding. 𝐖𝐑𝐨 𝐠𝐞𝐭𝐬 𝐩𝐚𝐒𝐝 (𝐧𝐨𝐰 β†’ πŸ‘β€“πŸ“ 𝐲𝐫𝐬): the builders β€” data-center picks & shovels. GPUs/custom silicon, high-speed networking, power & cooling, racks/integration. That’s where I’m concentrated, and that’s who captures the bulk of near-term value as capacity scales. π“π‘πžπ¬π’π¬: governments + hyperscalers are front-loading capex now; over time, monthly inference usage from people and enterprises foots the bill. Today’s inference revenue is real but still small vs what comes as GPU workloads replace CPU in the data center. Not investment advice. $NVDA (NVIDIA Corporation) $SPX500 $NSDQ100 $BTC $ORCL (Oracle Corporation)
5 Mentioned
NVIDIA Corporation
NVDA
NVIDIA Corporation
SPX500 Index (Non Expiry)
SPX500
NASDAQ100 Index (Non Expiry)
NSDQ100
Bitcoin
BTC
Bitcoin
Oracle Corporation
ORCL
Oracle Corporation
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