The AI Investor's banner

The AI Investor

@The_AI_Investor • 79,520 subscribers

Portfolio up ~40x since 2023, join Patreon or Substack for more! https://t.co/vx0n7AOaIh DISCLAIMER: https://t.co/saqxZlUV42

Shorts

Trump: Jensen I dont know what you are doing here. Jensen: Neither do I. But why did Trump say so ? 😀

Trump: Jensen I dont know what you are doing here. Jensen: Neither do I. But why did Trump say so ? 😀

227,742 Aufrufe

Videos

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

Lol, so Jensen is still angry about the Dwarkesh podcast.

Lol, so Jensen is still angry about the Dwarkesh podcast.

The AI Investor

998,284 Aufrufe • vor 2 Monaten

"You’re not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback.

"You’re not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback.

The AI Investor

893,951 Aufrufe • vor 3 Monaten

Peter Thiel on selling Facebook too early: I thought growth stalled at $100B. In hindsight, going from $100B to $1T was the easiest part. $NVDA going from $1T to $10T may be easier than $100B to $1T. Let’s see.

Peter Thiel on selling Facebook too early: I thought growth stalled at $100B. In hindsight, going from $100B to $1T was the easiest part. $NVDA going from $1T to $10T may be easier than $100B to $1T. Let’s see.

The AI Investor

1,524,026 Aufrufe • vor 6 Monaten

"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick. It's amazing how little I knew about Nvidia. I couldn't even tell you what the earnings were." - Druckenmiller

"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick. It's amazing how little I knew about Nvidia. I couldn't even tell you what the earnings were." - Druckenmiller

The AI Investor

1,094,665 Aufrufe • vor 4 Monaten

Brad Gerstner talked about the ridiculous valuation of memory stocks and said he will be on a podcast with the Micron CEO in a few weeks.

Brad Gerstner talked about the ridiculous valuation of memory stocks and said he will be on a podcast with the Micron CEO in a few weeks.

The AI Investor

367,925 Aufrufe • vor 2 Monaten

Peter Lynch : “You only need to be right 6.5 times out of 10. Own one Costco, one Walmart, one Nvidia… and it forgives a ton of mistakes.” $1,000 in NVDA 10 years ago → **$276,570 today** What is your next long-term compounder?

Peter Lynch : “You only need to be right 6.5 times out of 10. Own one Costco, one Walmart, one Nvidia… and it forgives a ton of mistakes.” $1,000 in NVDA 10 years ago → $276,570 today What is your next long-term compounder?

The AI Investor

665,473 Aufrufe • vor 5 Monaten

Jensen Huang and Michael Dell discussed the supply bottleneck: Michael - memory is the challenge. Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use.

Jensen Huang and Michael Dell discussed the supply bottleneck: Michael - memory is the challenge. Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use.

The AI Investor

245,616 Aufrufe • vor 2 Monaten

In 2009, Jensen explained CUDA and estimated its market size, $NVDA stock price was at ~$0.2 split adjusted. $10k investment in NVIDIA would turn into $8.8M The GOAT.

In 2009, Jensen explained CUDA and estimated its market size, $NVDA stock price was at ~$0.2 split adjusted. $10k investment in NVIDIA would turn into $8.8M The GOAT.

The AI Investor

539,619 Aufrufe • vor 10 Monaten

"If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA

"If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA

The AI Investor

1,172,120 Aufrufe • vor 1 Jahr

"Even when the competitor's chips are offered for free, it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips ? I wonder what AMD’s other customers think now.

"Even when the competitor's chips are offered for free, it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips ? I wonder what AMD’s other customers think now.

The AI Investor

498,189 Aufrufe • vor 9 Monaten

People who still think AI is hype, you just dont get it. Listen to Eric Schmidt's exmples to understand how powerful it is. Don't assume you are smarter than Elon, Mark, Jensen, Eric S, etc. $NVDA

People who still think AI is hype, you just dont get it. Listen to Eric Schmidt's exmples to understand how powerful it is. Don't assume you are smarter than Elon, Mark, Jensen, Eric S, etc. $NVDA

The AI Investor

1,143,503 Aufrufe • vor 1 Jahr

This part from Gavin on semi valuation is very similar to my view: NVDA and memory stocks still look too cheap, while many other semi names look too expensive. Something has to give. Both can’t be true.

This part from Gavin on semi valuation is very similar to my view: NVDA and memory stocks still look too cheap, while many other semi names look too expensive. Something has to give. Both can’t be true.

The AI Investor

89,512 Aufrufe • vor 1 Monat

The craziest thing about $NVDA is that the stock has been flat ever since Jensen shared the $500B in booked demand through 2026, and has added even more to that with new deals. If this were any other stock, it would probably be up at least 20% by now.

The craziest thing about $NVDA is that the stock has been flat ever since Jensen shared the $500B in booked demand through 2026, and has added even more to that with new deals. If this were any other stock, it would probably be up at least 20% by now.

The AI Investor

263,154 Aufrufe • vor 7 Monaten

Listen carefully to Jensen explaining the next and the biggest wave of AI. This is a huge deal. $NVDA

Listen carefully to Jensen explaining the next and the biggest wave of AI. This is a huge deal. $NVDA

The AI Investor

623,432 Aufrufe • vor 1 Jahr

Jensen explaining Nvidia in less than 30s. Everyone must watch. $NVDA

Jensen explaining Nvidia in less than 30s. Everyone must watch. $NVDA

The AI Investor

621,509 Aufrufe • vor 1 Jahr

This was so bad for $NVDA as Satya said MSFT is no longer chip supply but power constrained. Oh wait, it was from 2024. Satya said this again on the same BG2 podcast 2 days ago and people are now all over it again.

This was so bad for $NVDA as Satya said MSFT is no longer chip supply but power constrained. Oh wait, it was from 2024. Satya said this again on the same BG2 podcast 2 days ago and people are now all over it again.

The AI Investor

244,815 Aufrufe • vor 8 Monaten

NVIDIA was pushed out of multiple markets by competitors, leading to its position as the sole leader of a "$0 billion" market - AI. Everyone should watch this.

NVIDIA was pushed out of multiple markets by competitors, leading to its position as the sole leader of a "$0 billion" market - AI. Everyone should watch this.

The AI Investor

627,417 Aufrufe • vor 2 Jahren

Peter Thiel: “One thing that’s very strange, at this point 80-85% of the money in AI is being made by one company, Nvidia.” He sounded quite bearish on the long-term, with more companies are designing their own chips, GPU versus ASICs question again.

Peter Thiel: “One thing that’s very strange, at this point 80-85% of the money in AI is being made by one company, Nvidia.” He sounded quite bearish on the long-term, with more companies are designing their own chips, GPU versus ASICs question again.

The AI Investor

170,819 Aufrufe • vor 7 Monaten

Jensen - "Nvidia's margin is 70%, let's say, but ASIC margins are 65%. What are you really saving? the ASIC margins are incredibly good, from what I can tell. They believe it too."

Jensen - "Nvidia's margin is 70%, let's say, but ASIC margins are 65%. What are you really saving? the ASIC margins are incredibly good, from what I can tell. They believe it too."

The AI Investor

66,402 Aufrufe • vor 3 Monaten

Jensen accidentally revealed that the world is built on Nvidia. $NVDA

Jensen accidentally revealed that the world is built on Nvidia. $NVDA

The AI Investor

351,895 Aufrufe • vor 1 Jahr