What this means is that $NVDA believes in quantum computing
But probably not so much in the publicly traded companies like $IONQ, $QBTS, $QUBT, and $RGTI
What this means is that $NVDA believes in quantum computing
But probably not so much in the publicly traded companies like $IONQ, $QBTS, $QUBT, and $RGTI https://t.co/yhICS3uiys
$HON Quantinuum has raised funds from $NVDA and others at a $10 billion valuation
$NVDA opened a quantum computing research lab in Boston earlier this year, collaborating with quantum firms including Quantinuum
Quantinuum’s initial public offering is estimated to take place by…
$AMD CEO Lisa Su Visited the White House Today
"We're trying to accelerate AI leadership for the United States, and certainly we think this Administration has done a lot for that... We're happy to be a part of this."
🚨 $NVDA will rent 10,000 of its own AI chips from the cloud firm Lambda for $1.3 billion over four years
What does this mean for $NBIS?
Even more constrained AI cloud supply
That’s additional TAM unlocked for $NBIS
$AMD is engaged with 40+ nations on Sovereign AI systems
Some projects require U.S. export licenses, which $AMD is actively pursuing
Unlocking these programs could be tens of billions in opportunity
Mag 7 companies from best to worst
In my opinion:
→ $AMZN | Automation and HPC behemoth
→ $GOOG | TPUs and AI applications, vertical integration for the AI era
→ $NVDA | At the forefront of hardware and software AI systems
→ $META | Defining the future of the social…
A portfolio composed of every single data center operator play would likely beat the $SPY
→ $NBIS
→ $CRWV
→ $IREN
→ $APLD
→ $GLXY
→ $WULF
→ $CIFR
→ $WYFI
→ $HIVE
→ $HUT
Agree?
Wars won’t be fought with soldiers anymore
They’ll be fought with drones
You know that too, but you don’t know how to profit from it
Here’s a list for you:
Large / Military Drones
→ Kratos Defense $KTOS
→ AeroVironment $AVAV
→ Elbit Systems $ESLT
→ L3Harris $LHX
→ AIRO…
The post-labor era for humanity is coming sooner than most think
You won’t need to work
Your investments will work for you
Robots will generate shareholder value
AI will command those robots
And humanity will travel among the stars, searching for meaning
AI, automation, and crypto will make those who position their money wisely richer than they could ever imagine
Don’t miss this opportunity
Do your research
68K Followers 10K FollowingTHE NVIDIA WAY author. Senior writer at Barron’s. Priors: Bloomberg Opinion columnist. taeauthor@gmail dotcom. Telling it like it is. Amazon link to book below
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