Thousands of people laughed at me when I said Nvidia would be the largest company in the world by market cap. Today it happened. This is why it's so important to understand the science behind the stocks!
Nvidia stock just cracked $1100 and its run has just begun. Still to come:
• H200 Hopper GPU (now)
• B100 Blackwell GPU (Q4)
• X100 "Rubin" GPU (confirmed 2025)
• Spectrum-X Ethernet for AI Networking
This is why it's so important to understand the science behind the stocks!
14 years ago today, Laszlo Hanyecz bought 2 pizzas for 10,000 Bitcoin. Today, they'd be worth $700,000,000.
All the early mornings, late nights, and long weekends spent researching. All the excitement (and drama) around AI companies like Nvidia, Tesla, and Palantir. And all 350,000 of YOU make it all worth it. 🙏 Thank YOU for spending some of your precious time with me each week!
Instead of charging $12,000 or $200/mo for FSD, what if Tesla did this instead?
• Enable FSD v12.3.3 in every car
• Charge $0.10 per mile FSD is engaged
• Reward miles for collecting useful data & safe driving
If Elon Musk provided a way for people to “earn self-driving miles” instead of paying for them up front, Tesla’s software take rate would skyrocket 🚀
Investing in innovation starts with understanding it.
My name is Alex. Before becoming a full-time investor, I spent 8 years as a rocket scientist at MIT Lincoln Laboratory. I hold a BE in Electrical Engineering, an ME in Systems Engineering & Optimization, and an unfinished PhD in Image Processing & Computer Vision.
Now, I use my engineering background to research AI, semiconductors, and other advanced technologies, invest in them, and cover it all on this channel.