Free cash flow growth since 2015: $NVDA: 1,270% $TSLA: 261% $GOOG: 150% $META: 133% $AMZN: 70% $MSFT: 62% $AAPL: 48%

TSMC’s $TSM Arizona chip fab is said to be sold out through late 2027, with TSMC aiming to meet high demand from its major US customers Apple $AAPL, AMD $AMD, Qualcomm $QCOM, Nvidia $NVDA and Broadcom $AVGO.

I’m calling BS on the China AI rally we’ve seen this year with stocks like $BABA up 60% YTD. My new deep dive analysis hitting inboxes on Friday and illustrates that Alibaba is 13X behind Microsoft $MSFT on revenue, among other key items you won’t want to miss. Link in bio.

Elon Musk's xAI recently acquired 1 million sq ft facility in Memphis, to bolster AI data center footprint. Backed by last year’s $6B funding & 100,000 Nvidia $NVDA H100 GPUs, xAI is targeting a $75B valuation with upcoming $10B raise.

Mistral says that it is getting ready to release models that outperform DeepSeek’s latest versions, as a global race in AI model development heats up. $MSFT $AMZN $GOOG $META

Tesla’s $TSLA 2025’s EPS forecast stands at just $2.75, more than (67%) lower than the $8.45 estimate from two years ago, and already down nearly (16%) this year despite being only 3 months in. io-fund.com/consumer-tech/…

Revenue growth over the past five years: Nvidia: 683% Tesla: 210% Google: 92% Meta: 91% Microsoft: 71% Amazon: 65% Apple: 42%

SoftBank and OpenAI are building an AI data center to operate AI agents in Osaka, Japan, expected to be one of the largest in Japan and starting operations in 2026. $MSFT $NVDA $AMZN $META

We recently covered three AI semiconductor stocks' earnings reports for premium members, with one being stronger than the rest. Learn more here: io-fund.com/premium-servic… $NVDA $AMD $AVGO

Meta $META announced last week that its Llama family of AI models has reached 1 billion downloads, up from 650 million at the end of December. $GOOG $MSFT $BABA $BIDU $NVDA

Nvidia VP Ian Buck at GTC: “Blackwell Ultra takes GB200’s 40x data center revenue opportunity to 50x.” $NVDA io-fund.com/artificial-int…

Last Wednesday, spot Ether ETFs logged their tenth consecutive day of daily outflows, while spot $BTC ETFs logged a third consecutive day of net inflows, drawing in nearly $500M. $ETH $HOOD $COIN $MSTR

This comes after five weeks of net weekly outflows for spot $BTC ETFs, reaching a total of $5.4B over the five week period. $ETH $COIN $HOOD $MSTR

Foxconn predicted that its server revenue could exceed $AAPL iPhone revenue within two years. For Q1, AI server revenue is expected to rise more than 100% QoQ and YoY, and reach NT$500B for the full year. $NVDA $DELL $SMCI $TSM

Tesla's $TSLA EV sales have plunged 49% in Europe through Jan and Feb, falling to 19,046 vehicles from 37,311 in the same period last year, per the European Automobile Manufacturers' Association. This comes as EV sales rose 28.4% in Europe during the same period.

AI search startup Perplexity AI is reportedly in talks to raise $1 billion at an $18 billion valuation, doubling its valuation in three months and 18x growth in one year. $GOOG $MSFT $META $NVDA

AI data centers could need up to 6 billion cubic feet of natural gas per day by 2030 to meet the industry’s rabid energy demand, up from near zero today. $NVDA $AMD $AVGO $VST $CEG $MSFT $GOOG $AMZN io-fund.com/renewable-ener…

KeyBanc on Nvidia’s GTC: “ $NVDA continues to push the envelope on performance with its annual cadence roadmap, such that it remains the clear leader in AI.”

Nvidia $NVDA CEO Jensen Huang said that he thinks “we can easily see ourselves manufacturing several hundred billion of [chips] here in the U.S.” $AVGO $AMD $INTC $TSM

We are only on the very brink of what AI can ultimately achieve. Below is an analysis on why Nvidia’s $NVDA GPUs will remain in demand and a prediction for when the stock could take off in 2025. io-fund.com/semiconductors…