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

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The AI Investor

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

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

"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.

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.

"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

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.

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?

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.

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.

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

"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.

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

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 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.

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

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

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.

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.

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.

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

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?