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He uses Perplexity to replace 60% of his Bloomberg usage...BBG user for 30 years... $NVDA $ORCL $AMD $GOOG

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Special Situations 🌐 Research Newsletter (Jay)

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12,435 görüntüleme • 1 yıl önce •via X (Twitter)

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Andreas Schulz profil fotoğrafı
Andreas Schulz1 yıl önce

Who is this, and where did he make these comments? Could you share a link to the full interview if you have it?

4̷́͋̃̍͗͝ͅ2̶̲̫̉̓͂̆͌̈́̄̃͂(🍊,💊) profil fotoğrafı
4̷́͋̃̍͗͝ͅ2̶̲̫̉̓͂̆͌̈́̄̃͂(🍊,💊)1 yıl önce

I thought finance was AI proof?

Benzer Videolar

A lot of people are saying: 1. AI is a bubble. 2. This is a bet the farm moment for $AMD. 3. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential.
4:04

A lot of people are saying: 1. AI is a bubble. 2. This is a bet the farm moment for $AMD. 3. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential.

Antonio Linares

86,963 görüntüleme • 9 ay önce

This Wall Street CEO just told you 7 stocks to BUY RIGHT NOW to get rich in 2026… Here’s his top picks where he manages $100 million… 1) NVIDIA $NVDA 2) AMD $AMD 3) Micron $MU 4) TSM $TSM 5) Applovin $APP 6) Microsoft $MSFT 7) Google $GOOG
0:24

This Wall Street CEO just told you 7 stocks to BUY RIGHT NOW to get rich in 2026… Here’s his top picks where he manages $100 million… 1) NVIDIA $NVDA 2) AMD $AMD 3) Micron $MU 4) TSM $TSM 5) Applovin $APP 6) Microsoft $MSFT 7) Google $GOOG

Marcos Milla

222,811 görüntüleme • 2 ay önce

THE MAN WHO MADE $20B IN JUST 1 YEAR, LEOPOLD ASCHENBRENNER, HOLDS LARGE SHORT ON AI HE IS NOW HOLDING PUTS OPTIONS IN: $SMH: $2.04 BILLION $NVDA: $1.57 BILLION $ORCL: $1.07 BILLION $AVGO: $1.01 BILLION $AMD: $969 MILLION THIS MAN RUNS ONE OF THE LARGEST FUNDS AT JUST 24 YEARS OLD WE SHOULD WATCH HIS SHORTS CLOSELY...
0:23

THE MAN WHO MADE $20B IN JUST 1 YEAR, LEOPOLD ASCHENBRENNER, HOLDS LARGE SHORT ON AI HE IS NOW HOLDING PUTS OPTIONS IN: $SMH: $2.04 BILLION $NVDA: $1.57 BILLION $ORCL: $1.07 BILLION $AVGO: $1.01 BILLION $AMD: $969 MILLION THIS MAN RUNS ONE OF THE LARGEST FUNDS AT JUST 24 YEARS OLD WE SHOULD WATCH HIS SHORTS CLOSELY...

ᴛʀᴀᴄᴇʀ

126,038 görüntüleme • 6 gün önce

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.
0:44

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Daniel

31,591 görüntüleme • 5 ay önce

THIS IS UGLY👇 $NVDA is in a Range, $AMD is trying to COLLAPSE OUT ITS RANGE The level breaks and SELLERS STEP IN, we are looking for $20-30 on downside.
3:56

THIS IS UGLY👇 $NVDA is in a Range, $AMD is trying to COLLAPSE OUT ITS RANGE The level breaks and SELLERS STEP IN, we are looking for $20-30 on downside.

JEFE TRADES 🔪

27,113 görüntüleme • 5 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.
0:22

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.

John Tinsman

119,164 görüntüleme • 2 ay önce

Black contestant attacks white man because he kept making monkey noises He uses his five years of jujutsu to subdue him “50 percent of crime”
1:27

Black contestant attacks white man because he kept making monkey noises He uses his five years of jujutsu to subdue him “50 percent of crime”

PartiKing

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Dedicated 30 years of his life to his job just for this 😕
0:38

Dedicated 30 years of his life to his job just for this 😕

Censored Men

217,859 görüntüleme • 3 yıl önce

$META is betting on $AMD for AI inference. As AI models become more commoditized, total cost of ownership for token generation matters more than ever. $AMD GPUs are far more cost-efficient than $NVDA for inference. With 3.5B daily users ready to use its AI models, $META is going all-in on $AMD
3:17

$META is betting on $AMD for AI inference. As AI models become more commoditized, total cost of ownership for token generation matters more than ever. $AMD GPUs are far more cost-efficient than $NVDA for inference. With 3.5B daily users ready to use its AI models, $META is going all-in on $AMD

Daniel

20,558 görüntüleme • 6 ay önce

$GOOG and $AMZN just announced AI chips to compete with $NVDA So I sat down with NVIDIA Senior Director of HPC, Cloud, and AI Infrastructure and he had a few surprising things to say! Don't say I didn't warn you:
27:39

$GOOG and $AMZN just announced AI chips to compete with $NVDA So I sat down with NVIDIA Senior Director of HPC, Cloud, and AI Infrastructure and he had a few surprising things to say! Don't say I didn't warn you:

Alex

65,906 görüntüleme • 8 ay önce

‼️BREAKING - Carney accepts he has to work with the USA, no matter what: "We have to work with the USA" "The President is an exceptionally active user of social media, you can probably chart his usage"
1:22

‼️BREAKING - Carney accepts he has to work with the USA, no matter what: "We have to work with the USA" "The President is an exceptionally active user of social media, you can probably chart his usage"

Tablesalt 🇨🇦🇺🇸

55,702 görüntüleme • 2 ay önce

Appreciate you Charles for having me on today! We covered: • Whether the TIME "Architects of AI" cover signals a boom for the AI trade | $NVDA $AVGO $AMD • Oracle earnings & what the market missed | $ORCL • My top 2026 large-cap picks | $AMZN $META $MELI • My top 2026 mid-cap picks | $RKLB $IREN $DOCN • My top 2026 small-cap picks | $EOSE $JMIA
5:24

Appreciate you Charles for having me on today! We covered: • Whether the TIME "Architects of AI" cover signals a boom for the AI trade | $NVDA $AVGO $AMD • Oracle earnings & what the market missed | $ORCL • My top 2026 large-cap picks | $AMZN $META $MELI • My top 2026 mid-cap picks | $RKLB $IREN $DOCN • My top 2026 small-cap picks | $EOSE $JMIA

Shay Boloor

126,680 görüntüleme • 7 ay önce

Jensen Huang: “Demand is so strong that rental prices of 2 generation old GPUs are going up.” Jensen said this in January and Blackwell rental prices are up by 50% since then. The demand is so excessive now that Anthropic had to reduce default thinking effort of Claude to be able to serve everybody. There is simply not enough compute. $AMD $NVDA $NBIS $AMZN $ORCL
2:21

Jensen Huang: “Demand is so strong that rental prices of 2 generation old GPUs are going up.” Jensen said this in January and Blackwell rental prices are up by 50% since then. The demand is so excessive now that Anthropic had to reduce default thinking effort of Claude to be able to serve everybody. There is simply not enough compute. $AMD $NVDA $NBIS $AMZN $ORCL

Oguz Erkan

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Celebrating 20 years of partnership! AMD and XBOX have redefined gaming together — and we’re just getting started. Our multi-year strategic partnership unleashes AMD Ryzen + AMD Radeon power to co-engineer the future of gaming for every player, everywhere. Read more from the team:
1:20

Celebrating 20 years of partnership! AMD and XBOX have redefined gaming together — and we’re just getting started. Our multi-year strategic partnership unleashes AMD Ryzen + AMD Radeon power to co-engineer the future of gaming for every player, everywhere. Read more from the team:

AMD

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Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much more. Thank you to Doug for being on! $NBIS $CRWV $AMD $AVGO $MRVL $IREN $SMH $NVDA $ARM $MU
32:03

Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much more. Thank you to Doug for being on! $NBIS $CRWV $AMD $AVGO $MRVL $IREN $SMH $NVDA $ARM $MU

amit

134,432 görüntüleme • 1 ay önce

A must watch from George Hotz 🌑 as he talks at $AMD Advancing AI 2026!!!! 🔥🔥🔥 > He talks about Tinygrad, Tinybox, ROCm, AMD hardware and how AMD gets to number 1!!! 💪💪💪 > He also says AMD has better and cheaper hardware than Nvidia!!! Full 30 min presentation below for you to enjoy!!! 👀 ENJOYYYYY ALL!!!!! 👇👇👇
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A must watch from George Hotz 🌑 as he talks at $AMD Advancing AI 2026!!!! 🔥🔥🔥 > He talks about Tinygrad, Tinybox, ROCm, AMD hardware and how AMD gets to number 1!!! 💪💪💪 > He also says AMD has better and cheaper hardware than Nvidia!!! Full 30 min presentation below for you to enjoy!!! 👀 ENJOYYYYY ALL!!!!! 👇👇👇

Ally

24,160 görüntüleme • 11 gün önce

In honor of #FirstContactDay🖖, learn how Pixomondo uses Lenovo P620 workstations with AMD Ryzen Threadripper PRO processors to create complex virtual productions and visual effects for #StarTrekDiscovery and Star Trek: #StrangeNewWorlds using Unreal Engine:
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In honor of #FirstContactDay🖖, learn how Pixomondo uses Lenovo P620 workstations with AMD Ryzen Threadripper PRO processors to create complex virtual productions and visual effects for #StarTrekDiscovery and Star Trek: #StrangeNewWorlds using Unreal Engine:

AMD

28,044 görüntüleme • 3 yıl önce

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…
1:00

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

Mike Investing

388,920 görüntüleme • 3 ay önce

Pac's Life - Tupac Shakur ft. T.I. & ASHANTI... 30 years after his death, 2pac still clears everyone who tried to replace him.
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Pac's Life - Tupac Shakur ft. T.I. & ASHANTI... 30 years after his death, 2pac still clears everyone who tried to replace him.

Truethingz™️

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