GenInv @GenInv_Lab
Deep dives on companies, books and markets. Research-driven investing for curious minds. YouTube: GenInv Lab. https://t.co/dPiLRR6gb1 youtube.com/@geninv_lab?si… Joined March 2026-
Tweets29
-
Followers1
-
Following36
-
Likes4
#NVIDIA turned robotics into a platform play. #ABB, #KUKA, #BostonDynamics and others are building on the NVIDIA stack. This is the same playbook as data centers. Jensen's line says it all: "every industrial company will become a robotics company." $NVDA nvidianews.nvidia.com/news/nvidia-an…
#NVIDIA Dynamo 1.0 — Open source "operating system" for #AI inference boosts Blackwell #GPU performance by up to 7x. Major cloud providers on board. Faster, cheaper inference = more AI deployment = more GPU demand. Software is free. Hardware isn't. $NVDA nvidianews.nvidia.com/news/dynamo-1-0
#NVIDIA dropped open physical #AI blueprint. For robotics, self-driving cars and vision AI, this removes the data scarcity bottleneck. This deepens the moat: more physical AI development = more Blackwell demand. Compute is now raw material for data. $NVDA nvidianews.nvidia.com/news/nvidia-an…
#NVIDIA just dropped Nemotron 3 Super — a 120B parameter open model built for agentic AI, delivering 5x higher throughput and a 1M token context window. #Palantir is already deploying it. The agentic AI race just got a new engine. $NVDA $PLTR blogs.nvidia.com/blog/nemotron-…
#Palantir and #GE Aerospace expand partnership to keep U.S. Air Force jets mission-ready — using agentic AI to unlock supply chains, predict failures, and connect field signals to supplier action. Scaling across the enterprise. $PLTR $GE businesswire.com/news/home/2026…
#Palantir + #NVIDIA dropped a turnkey sovereign AI stack — from Blackwell GPUs to Palantir's full software suite in one reference architecture. Governments and enterprises can now run the whole thing on-premise, in control of their data. $PLTR $NVDA businesswire.com/news/home/2026…
#Palantir is teaming up with #Ondas and World View to AI-power the next generation of drone + high-altitude balloon surveillance — from manufacturing to edge intelligence on the balloon itself. #Defense ISR just got a software upgrade. $PLTR $ONDS businesswire.com/news/home/2026…
#Palantir is partnering with Centrus Energy to AI-power America's uranium enrichment expansion — already identifying ~$300M in potential savings since January. U.S. energy security meets AI. Featured live at AIPCon 9 today. $PLTR $LEU prnewswire.com/news-releases/…
Palantir is embedding its #AI platform across #LG Group — starting from a successful 2025 pilot, now scaling enterprise-wide with a dedicated engineering team embedded inside LG CNS. One of Asia's largest conglomerates is going all-in on AI. $PLTR businesswire.com/news/home/2026…
Jensen opens the #morganstanley Technology, Media & Telecom 2026 by sharing that investors only asked when #Nvidia would go out of business. This mindset is their driver to keep expanding their #moat and creating new technologies
Dear Nvidia Stock Fans, Mark Your Calendars for March 16 #GTC share.google/wO3lkidtaLRnCC…
Steve Eisman says investors should ignore U.S.-Iran war, will be long-term 'positive' cnbc.com/2026/03/02/ste…
I made a full deep dive on this — every layer of the moat, the full Omniverse and COSMOS thesis. 10 minutes. No hype. Just the analysis. #NVIDIA #CUDA #COSMOS #Omniverse #MOATS Link below 👇
Everyone thinks $NVDA is a chip company. They're not. They're the owner of a deliberately constructed competitive moat. And most investors are looking at the wrong thing. 🧵
QUEST GUEST JOANNA LL... @joannejccazares
2 Followers 460 Following
Investing visuals @InvestingVisual
119K Followers 131 Following Connecting numbers and stories through unique visuals | Deep dives, research, visual library & Discord community via my website 👇 | Collaborate? DM is open!
Forbes @Forbes
20.3M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/v3UAa9BzAT
Reuters @Reuters
26.4M Followers 1K Following Top and breaking news, pictures and videos from Reuters. For breaking business news, follow @ReutersBiz. Our daily podcast is here: https://t.co/KO0QFy0d3a
Financial Times @FT
7.1M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
World Economic Forum @wef
4.3M Followers 975 Following The international organization for public private cooperation. #wef26
The Wall Street Journ... @WSJ
22.3M Followers 1K Following Sign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg
The Economist @TheEconomist
26.3M Followers 150 Following News and analysis with a global perspective, since 1843. We’re here to help you understand the world around you. Subscribe here: https://t.co/RpUQAAnhog
NVIDIA GTC @NVIDIAGTC
28K Followers 211 Following The premier global AI conference. GTC Washington, D.C.: November 30-December 3, 2026 GTC 2027: March 15-18, 2027
Cathie Wood @CathieDWood
3.0M Followers 524 Following Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: https://t.co/chxRD4oWOd
Bloomberg @Bloomberg
1.3M Followers 46 Following Connecting decision makers to a dynamic network of information, people and ideas.
Reuters Business @ReutersBiz
3.4M Followers 238 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
Finance News @ftfinancenews
965K Followers 20 Following The latest news and analysis on the finance industry, from the @financialtimes
The Motley Fool @themotleyfool
841K Followers 512 Following Making the world smarter, happier, and richer through free and premium investing guidance.
Guy Adami @GuyAdami
382K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Morgan Housel @morganhousel
724K Followers 858 Following Author of a few books, @collabfund, director at Markel Group. Nice to see you.
Patrick OShaughnessy @patrick_oshag
364K Followers 3K Following building @psumvc @colossusmag hosting @investlikebest
Tobias Carlisle @Greenbackd
72K Followers 2K Following Founder, https://t.co/rjHtXEy6u0 | $ZIG & $DEEP ETFs | Author, Crash Test Dummy (https://t.co/vHDN50LG3m)
Stig T. Brodersen @stig_brodersen
71K Followers 197 Following Co-Founder of The Investor's Podcast Network
Daniel Mahncke @MnkeDaniel
119K Followers 254 Following For Weekly Company Deep Dives, Subscribe to the Free Intrinsic Value Newsletter: https://t.co/LxBKfdsrlg
Shawn @Shawn_OMalley_
1K Followers 741 Following ✏️ Breaking down financial markets to over 30,000 newsletter subscribers👇🏼
The Investor's Podcas... @TIP_Network
9K Followers 376 Following Formerly We Study Billionaires | The Instrinsic Value Podcast | Richer, Wiser, Happier | Join our newsletter 👇
Acquired Podcast @AcquiredFM
89K Followers 126 Following Every company has a story. Acquired tells the definitive history and strategy of the world's greatest companies. Hosted by @gilbert and @djrosent.
Business Wars @businesswars
5K Followers 97 Following Business Wars goes behind the scenes of what drove high-profile companies to new heights, or to ruin. Order our book #TheArtofBusinessWars now!
Steve Eisman @realsteveeisman
15K Followers 32 Following The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary 'Big Short' investor Steve Eisman.
MarketWatch @MarketWatch
4.6M Followers 191 Following News, personal finance & commentary from MarketWatch. For customer support, visit https://t.co/Uu49STq7M6
WSJ Markets @WSJmarkets
1.5M Followers 518 Following Breaking news, smart analysis and in-depth features on global markets and finance from The Wall Street Journal.
Gene Munster @munster_gene
104K Followers 145 Following Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
Thomas (Tom) Lee (not... @fundstrat
674K Followers 968 Following CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research @fundstratdirect | @CNBC FT contr. | Chairman Bitmine @BitMNR $BMNR $BMNP | Wikipedia: https://t.co/8QsXKpzGT7
Squawk Box @SquawkCNBC
1.2M Followers 1K Following Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET on CNBC and streaming on CNBC+.
Dan Ives @DivesTech
342K Followers 366 Following Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️
NVIDIA @nvidia
2.7M Followers 47 Following The official handle for NVIDIA. Blog: https://t.co/JAn5eKOTBT Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
Yahoo Finance @YahooFinance
2.1M Followers 359 Following The world’s biggest business news platform: https://t.co/EhQ75nXob3 Get the free Yahoo Finance app & subscribe to our morning newsletter, the Morning Brief ⬇️Trends for United States
You might like
