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John Tinsman

@JohnTinsman • 6,087 subscribers

Low Marginal Cost High Growth ETFs Founder @AOTINVEST PM: AOTG ETF & AOTS ETF $AOTG $AOTS Twin State Inc - Fertilizer Manufacturer Dad 4X Not Financial Advice

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$NVDA CEO JENSEN HUANG SAYS 1 GW DATACENTER GENERATES $300-400 BILLION, COSTS $50 BILLION This is also what SpaceX $SPCX is demonstrating with its $GOOGL and Anthropic Deals. If the ROIs are that high, the next 5 years have the potential to be a golden age of technology investing. The Hyperscalers and Semiconductors profits could be enormous.

$NVDA CEO JENSEN HUANG SAYS 1 GW DATACENTER GENERATES $300-400 BILLION, COSTS $50 BILLION This is also what SpaceX $SPCX is demonstrating with its $GOOGL and Anthropic Deals. If the ROIs are that high, the next 5 years have the potential to be a golden age of technology investing. The Hyperscalers and Semiconductors profits could be enormous.

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$ELON MUSK SAYS MICRON NOT BUILDING ENOUGH HIGH VOLUME MEMORY CHIP FABRICATION CAPACITY $MU $TSLA Says Idaho fab under construction only a tiny fraction of memory that’s needed. Seeks to build Terrafab to help meet demand.$

ELON MUSK SAYS MICRON NOT BUILDING ENOUGH HIGH VOLUME MEMORY CHIP FABRICATION CAPACITY $MU $TSLA Says Idaho fab under construction only a tiny fraction of memory that’s needed. Seeks to build Terrafab to help meet demand.

516,922 görüntüleme • 1 ay önce

$AMD CEO LISA SU SEES COMPUTE DEMAND GROWING BY 100X OVER THE NEXT COUPLE YEARS AMD has long been positioning itself as the leader in AI Compute. The demand is finally here.

$AMD CEO LISA SU SEES COMPUTE DEMAND GROWING BY 100X OVER THE NEXT COUPLE YEARS AMD has long been positioning itself as the leader in AI Compute. The demand is finally here.

310,006 görüntüleme • 2 ay önce

$NVDA NVIDIA CEO JENSEN HUANG SAYS AMOUNT OF COMPUTATION NECESSARY FROM GENERATIVE AI TO AGENTIC AI HAS GONE UP 1000% From his CNBC appearance today. It seems to me from the earnings, guidance, and investment reports that semiconductor demand continues to accelerate. This is the investment story of our lifetime in my opinion. It’s driving enormous earnings growth across many semis including $AMD $MU $INTC $TSM $WDC $SNDK

$NVDA NVIDIA CEO JENSEN HUANG SAYS AMOUNT OF COMPUTATION NECESSARY FROM GENERATIVE AI TO AGENTIC AI HAS GONE UP 1000% From his CNBC appearance today. It seems to me from the earnings, guidance, and investment reports that semiconductor demand continues to accelerate. This is the investment story of our lifetime in my opinion. It’s driving enormous earnings growth across many semis including $AMD $MU $INTC $TSM $WDC $SNDK

284,973 görüntüleme • 2 ay önce

Elon Musk Asked What Stocks He Would Buy $GOOGL $NVDA $GOOG 1) Google 2) Nvidia “That output of goods and services from AI and robotics will be so high that it will dwarf everything else”. I’d have to say I agree with his picks.

Elon Musk Asked What Stocks He Would Buy $GOOGL $NVDA $GOOG 1) Google 2) Nvidia “That output of goods and services from AI and robotics will be so high that it will dwarf everything else”. I’d have to say I agree with his picks.

119,164 görüntüleme • 2 ay önce

Warren Buffett Advice: Skip the 30x P/S Companies, Don't Short Stocks Buffett advocates staying away from what he calls ridiculous valuations. Today that would include 1) $PLTR Palantir P/S 75 2) $NBIS Nebis P/S 65 3) $RKLB Rocket Labs P/S 75 4) $ARM Arm P/S 45 5) What else am I missing? Buffett also believed there was more money to be made going long great companies than shorting even obvious frauds, and recommends never shorting.

Warren Buffett Advice: Skip the 30x P/S Companies, Don't Short Stocks Buffett advocates staying away from what he calls ridiculous valuations. Today that would include 1) $PLTR Palantir P/S 75 2) $NBIS Nebis P/S 65 3) $RKLB Rocket Labs P/S 75 4) $ARM Arm P/S 45 5) What else am I missing? Buffett also believed there was more money to be made going long great companies than shorting even obvious frauds, and recommends never shorting.

113,621 görüntüleme • 2 ay önce

AGENTIC AI COULD INCREASE ENTERPRISE SOFTWARE DEMAND 100x Jensen Huang says enterprise software has always been “limited by butts in seats”. Not anymore. “It’s about to get 100x more agents banging on those tools.” The time to be bullish software is here in my option. I am ready for a potential golden age of software investing. $NVDA $CRM $APP $TOST $MSFT $SHOP $WDAY $ADSK $IGV

AGENTIC AI COULD INCREASE ENTERPRISE SOFTWARE DEMAND 100x Jensen Huang says enterprise software has always been “limited by butts in seats”. Not anymore. “It’s about to get 100x more agents banging on those tools.” The time to be bullish software is here in my option. I am ready for a potential golden age of software investing. $NVDA $CRM $APP $TOST $MSFT $SHOP $WDAY $ADSK $IGV

86,599 görüntüleme • 2 ay önce

How to Weight Semiconductors 1) GPUs $NVDA $AMD 2) CPUs $AMD $INTC $NVDA 3) TPUs $AVGO 4) Foundries $TSM $INTC 5) RAM Memory $MU 6) NAND Flash Memory Chips $MU 7) SSDs Flash Memory Finished Drives $MU $SNDK 8) HDDs (Slower long term storage) $WDC All these semi sub sectors are critical to the AI buildout. I think it makes sense to have exposure to all of them. The first question is what percent of your portfolio do you want to be semis. The second is how do you split up that weight amongst these companies. By market cap? Or do you overweight certain names like $AMD if you are bullish on CPUs. Do you utilize a active ETF that does this for you and with tax efficiency to improve returns? These are important questions to ask yourself. Marcos Milla and I Discuss.

How to Weight Semiconductors 1) GPUs $NVDA $AMD 2) CPUs $AMD $INTC $NVDA 3) TPUs $AVGO 4) Foundries $TSM $INTC 5) RAM Memory $MU 6) NAND Flash Memory Chips $MU 7) SSDs Flash Memory Finished Drives $MU $SNDK 8) HDDs (Slower long term storage) $WDC All these semi sub sectors are critical to the AI buildout. I think it makes sense to have exposure to all of them. The first question is what percent of your portfolio do you want to be semis. The second is how do you split up that weight amongst these companies. By market cap? Or do you overweight certain names like $AMD if you are bullish on CPUs. Do you utilize a active ETF that does this for you and with tax efficiency to improve returns? These are important questions to ask yourself. Marcos Milla and I Discuss.

47,139 görüntüleme • 2 ay önce

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