I saw an estimate that suggested inference growth from 2025 to 2026 would be about 10x from 50 trillion tokens to 500 trillion tokens.
Most people aren’t bullish enough on AI. The infra boom has plenty of room to run 🚀
Compute: $AVGO $NVDA $AMD $ARM
Networking: $ALAB AVGO…
SEPTEMBER WORST MONTH IN 70 YEARS
If history repeats -- these Fibonacci levels could mark where the next pullback hits in growth stocks.
AI Hardware
• $NVDA -- $147
• $ARM -- $119
• $TSM -- $205
• $AVGO -- $248
• $AMD -- $145
AI Infrastructure
• $MSFT -- $475
• $AMZN…
$NVDA earnings are out
NVIDIA 2Q ADJ EPS $1.05
NVIDIA 2Q REV. $46.7B, EST. $46.23B
NVIDIA 2Q ADJ GROSS MARGIN 72.7%
NVIDIA 2Q REV. $46.7B, EST. $46.23B
NVIDIA: 3Q REVENUE IS EXPECTED TO BE $54.0B PLUS OR MINUS 2%
3 years ago, the average price of a used Tesla was over $36k higher than the average price of all used cars.
Today, the average price of a used Tesla is lower than than the average price of all used cars.
$TSLA
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24 startups → https://t.co/1ML5MmAQ7X
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