Deepwater Interns Will Build Personal AI Agents This Summer
I agree with Zuck on the agents. This summer, Deepwater’s interns won’t be learning about tech investing. They’ll be building personal AI agents instead. https://t.co/zKCWor8ii9
Self‑Driving Cars Lead Physical AI’s First Mass Adoption
Buckle up. The first wave of physical AI mass adoption will be self-driving cars. The evidence: Tesla’s FSD is making major gains, and Waymo is going from 6 cities at the end of 2025 to likely 25 by the end...
Physical AI Poised for 2028 Breakout, Bezos Leads
Physical AI is the most underappreciated driver of long-term AI demand. Expect a breakout by 2028. Bezos is already front-running this with his new fund. https://t.co/z9hVOd6x1r
Cook's Loyalty Fuels Investor Confidence in Apple
Thrilled to hear Cook’s update that he “can’t imagine life without Apple”, and has no plans to step down. As an $AAPL investor, I can’t imagine owning the stock without Cook.
AI Platform Predicts 40%+ Growth, Token Pricing Surge
Four key takeaways from 2.5 hours of keynote: 1. Jensen says growth in CY27 will be likely above 40%. The Street is at 30%. 2. Tiered pricing on tokens will become more pronounced given they claim to be the "inference king"...
Physical AI to Power Nvidia’s $70B Growth
Physical AI gets its time in the keynote (as expected). I believe physical AI is going to be a meaningful growth driver for Nvidia starting in CY28. Today, only about 1% of Nvidia’s sales are used to deliver physical AI, which...
Developers Gauge Performance by Token Access, NVDA Rises
Fun one: Jensen mentions software developers are increasingly asking how many tokens come with their job. My take: It makes sense that developers who are tuned into the power of agentic AI understand their performance is going to be...
Software Firms Will Shift From SaaS Seats to Outcome-Based Pricing
Jensen address the future of software. Says every software company will become an agentic software company. My take: Agree, and the impact of that will change how software companies monetize. We move from selling seats (SaaS) to selling outcomes and task...
AI Token Pricing Will Tier With Premium Groq Power
Jensen brings in the Groq acquisition related to higher priced tokens. Says the economics of generating tokens is not a race to the bottom. He argues it’s a race to the top, the smartest models users will pay the most...
NVDA's Compute Still Cheapest, Investors Await Shift
Jensen reminds investors that the cost of $NVDA compute is still the lowest when you consider price and output. My take: True and investor are still waiting for the day when that changes. Part of the wall of worry.
NVDA Beats Forecasts, Stock Barely Reacts, Investors Confident
The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA
NVDA Lifts CY27 Revenue Outlook 7% Above Street
Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks...
Future Tech Giants Start Private in Frontier AI
Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA
AI Utility Inflection Point Highlighted in Jensen's Keynote
Getting ready for Jensen’s keynote on Monday. His message to a skeptical investing crowd: we’re at an AI utility inflection point. $NVDA https://t.co/8yQIukz8NN
Apple's New Products Promise Modest June Revenue Upside
The new $AAPL products should translate into a modest upside for June quarter revenue. https://t.co/3YfhPcJTiW
NVDA's Strong Earnings Can't Stop Stock Slide
Two days after strong $NVDA earnings, the stock continues to slide, which begs the question: Will fundamentals ever be enough? https://t.co/IJF2dA07mR
NVDA Guidance Shows AI Market Still in Early Stage
$NVDA Three takeaways on Pressure Points: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are...
AI Token Demand Will Drive $700B Compute Surge
The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here’s the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen...
NVDA's Modest Rise Shows We’re Still in Inning Two
$NVDA is now up only 0.6%, compared to 2.5% when the call began. One reason for the drift: the call is missing the usual "early innings" table pounding message. Jensen is leading with data over his typical bombardment of bullish...
Nvidia Hints at Expanded OpenAI Tie, Meta's AMD Pivot
Jensen takes the mic for three minutes: OpenAI: Confirmed they are nearing an expanded partnership (following reports of a $30B+ equity stake). Meta: Says things are "going well," though avoided addressing Meta’s recent pivot to AMD for certain workloads. Then turned it over...
AI's Rapid Rise Validates Agents; NVDA Results Expected
AI is accelerating faster than people not using these tools can grasp. Those building with agents today are not surprised by the $NVDA results and guidance.
AI's Disruption Will Multiply Productivity, Reduce Workforce
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
Nvidia's Guide Targets 79% YoY Revenue Growth
$NVDA gave a monster guide. High end of April quarter revenue guide implies 79% y/y growth vs. Street at 64%.
NVDA to Outpace Street, 2027 Growth Near 40%
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
Low‑end Apple Releases Spark Brief Sales Bump
Agree with Mark. March 4 will likely be highlighted by a low-end MacBook and maybe a new lower-priced iPhone 17e (the 16e came out a year ago). Siri won't be addressed. My take: The low-end products have historically led to a...
