BG2 E:03. Pod drop. $NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro.💥👊 Brad Gerstner Bill Gurley

Legendary Investor Bill Gurley on Investing Rules, Insights from Jeff Bezos, Must-Read Books, & More youtube.com/watch?v=HSVFZ2…

“Compute will be the most important commodity of the future bc intelligence will be most important commodity of the future.” Sam Altman just now at MS TMT Conf SF. Yes, things will get ahead of themselves but don’t miss the supercycle.💥

So, Cognition AI just introduced Devin, the most capable autonomous coding agent I've seen. Instead of just autocompleting tasks, it can write entire apps on its own in minutes. It also correctly resolves 13.86% of issues, autonomously.

Supercycle. 💥🚀

Moores law? 30x every 10 yrs. DGX GB200? 3600x the compute of the DGX delivered to Open AI to train GPT1 in 2016. And could train GPT4 w 1/10 the GPUs & 1/4 the power. And still 2 yrs to go. Living in a New Age. $NVDA #blackwell 🚀

BG2 Ep9. Pod’s Up! Her, GPT-4o, Astra, Multi Modal, China Tariffs, the Tech Markets, and more 👊💥 Brad Gerstner Bill Gurley (00:00) Intro (00:40) Open AI Launches GPT-4 Omni (10:29) Chat GPT-4o Benchmarks (14:11) Voice as the New GUI (20:01) Breakout Power of ChatGPT (22:09)

so much for the end of the AI cycle: $META: "We anticipate our full year 2025 capital expenditures, including principal payments on finance leases, will be in the range of $64-72 billion, increased from our prior outlook of $60-65 billion." $MSFT: Capital expenditure $16.75

#NDX If you are bearish this should care the crap out of you. If overnight futures hold and the NDX can hold tomorrow's gain, then this pattern will confirm. Measured move is 23290 and above ATH's. $IWM #stocks #SPX #stockmarket #investing #trading $ES $QQQ $SPY $TNX $RSP