Discussion

• @stocksavvyshay Shay Boloor on x

  Jensen Huang's interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. [v…

• @threehatsinarow @threehatsinarow on x

  @MattZeitlin Connecting consumers with products that improve their lives is the highest and greatest calling and I'm excited to give the duty to the robots

• @mattzeitlin Matthew Zeitlin on x

  “ok but what do you actually use AI for” the same thing all intelligence is used for: improving the click thru rates of online ads

• @yoemsri Youssef El Manssouri on x

  @DeItaone He's not wrong. Meta deployed LLMs across 4 billion users before most companies finished their pilot programs.

• @jerrycap @jerrycap on x

  $META likely about to obliterate what's left of boomers minds with AI over the next 20 years. You think you're getting inheritance? That's Zucks money to take.

• r/NVDA_Stock r on reddit

  Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable

• r/StockMarket r on reddit

  Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable

• r/NvidiaStock r on reddit

  Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable