You know it’s bad when people trust a model built by the CCP more than OpenAI

$NVDA - MUSK SUGGESTS DEEPSEEK 'OBVIOUSLY' HAS MORE NVIDIA GPUS THAN CLAIMED Elon Musk and Alexandr Wang suggest DeepSeek has about 50,000 NVIDIA Hopper GPUs, not the 10,000 A100s they claim, due to U.S. export controls. Musk, with experience from xAI, agrees with Wang's

"Nvidia $NVDA is dead." I break down why this is not true in my newsletter this week ⬇️ io-fund.com/free-stock-ana…

DeepSeek is legitimately impressive, but the level of hysteria is an indictment of so many. The $5M number is bogus. It is pushed by a Chinese hedge fund to slow investment in American AI startups, service their own shorts against American titans like Nvidia, and hide sanction

Elon Musk France sends billions in foreign aid to dozens of countries, especially in Africa, who in turn spit to our faces to thank us. Funnier even, we send 150 million €/year to… China, in order to help them develop! Whatever you do, you will never be able to match French absurdity.

World renowned left wing socialist, Ronald Reagan, on why tariffs are bad. But don’t worry. He’s probably just suffering from TDS. 🫵🤡

Mario Nawfal *Peter Retarrdo

Meta decides to pummel the AI infrastructure bears: "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. This updated outlook reflects

WE HAVE JUST WITNESSED THE WORLD'S FIRST $4T COMPANY FOLKS $NVDA

BREAKING: NVIDIA EXPECTS TO SELL THE H20 GPU TO CHINA AGAIN LOOKS LIKE JENSEN WAS ABLE TO MAKE SOMETHING HAPPEN DURING HIS TRIP TO CHINA $NVDA +2%

$ZETA is unreasonably undervalued, but this will soon change with the incoming squeeze… With a 114% retention rate, 42% YoY Revenue Growth, & over $360M in cash $ZETA is a strong buy. This setup can rally 300/400%+ higher. $30+ is incoming very soon. Mark my words…

Michael Burry is wrong here. $GOOG 7-8 years old TPUs are still running at 100% utilization according to the Google Cloud VP. $NVDA A100s sold in 2020 are still running, and H100’s won’t retire before 2027. Hyperscalers, may be understating D&A, but not as much as Burry says.

"Dr. Burry’s claim is predicated on an assumption that the NVIDIA product cycle is now 2-3 years, which is far lower than the useful life of the assets. We believe this is a fatal flaw in the argument" - SemiAnalysis newsletter.semianalysis.com/p/microsofts-a…

I am raising my 2030 target on Nvidia $NVDA from $10 trillion to $20 trillion market cap. It may sound extreme, but my new analysis lays out a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by 2030. Link in bio.

Nikolias Goninus TPU is the greatest hardware and continue to be so. The fact is about hardware demand which is all public information: technavio.com/report/ai-gpu-…

Lara Croft's first adventure, reimagined. PS2 gem Tomb Raider: Anniversary is now available in the PlayStation Plus Classics Catalog.

" $PLTR WILL COLLAPSE IN 2 YEARS." Legendary investor Cassandra Unchained just dropped a new interview with a legendary level of bullshit. Let's bury him: 1.⁠ ⁠"It's the AI consulting thing." Burry can't understand that a consulting business doesn't have an 80% gross margin at

Jensen rocks!

$ZETA is up 12%+ in the after hours session after announcing a partnership with OpenAI… With $360M In cash, 42% YoY revenue growth, & the CEO loading $ZETA is truly undervalued. The next upside targets will send $ZETA flying. Target #1 is $40 Target #2 is $68 Don’t miss it…

$PLTR I just read Cassandra Unchained's new short report. This is BURRYSH1T. +10,000 words. Here are the 10 worst takes: 1. "Palantir’s margins are not even SaaS-level, but when Palantir’s functionality succumbs to the commoditization of AI coding tools, they will fall further."