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$NVDA CEO Jensen Huang revealed the Five Layer AI Model These 5 layers include: 1) Chips - $AMD $AVGO $NVDA 2) Memory - $MU $SNDK $DRAM 3) Photonics - $AAOI $AXTI $AEHR 4) Compute - $CIFR $IREN $NBIS 5) Energy - $BE $FLNC $TE

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JUST KAWS

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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…
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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

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How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastructure (The Factory): $NBIS, $VRT • Layer 4 Models (The Intelligence): $GOOGL, $META • Layer 5 Applications (Where Value Is Proven): $PLTR, $NET
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How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastructure (The Factory): $NBIS, $VRT • Layer 4 Models (The Intelligence): $GOOGL, $META • Layer 5 Applications (Where Value Is Proven): $PLTR, $NET

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NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: "We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to work with every connector vendor, EVERY SINGLE SILICON PHOTONICS COMPANY." $AAOI $COHR $LITE $CIEN $FN $MU $SNDK $EWY

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$NVDA CEO Jensen Huang predicts 90% of the world's knowledge will be AI-generated within 2-3 years 😳
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$NVDA CEO Jensen Huang predicts 90% of the world's knowledge will be AI-generated within 2-3 years 😳

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$NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult. Spot prices for GPU rentals are rising as a result which favors $NBIS, $IREN & $CIFR as demand pushes through limited capacity.
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$NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult. Spot prices for GPU rentals are rising as a result which favors $NBIS, $IREN & $CIFR as demand pushes through limited capacity.

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$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.
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HOW AI IS ACTUALLY BEING BUILT (Cheat Sheet) Jenson Huang CEO of NVDA just walked through the stack in this order. These are the companies to know for each layer. ENERGY Nuclear / Baseload • $CEG • $BWXT • $SMR • $OKLO • $LEU • $UUUU Gas / Power Supply • $TLN • $VST • $NRG • $ET CHIPS GPUs / Accelerators • $NVDA • $AMD Networking / Custom Silicon • $AVGO • $MRVL Memory / Storage • $MU • $WDC • $STX Architecture / Tools • $ARM • $ASML • $LRCX • $KLAC INFRASTRUCTURE Data Centers / Real Assets • $EQIX • $DLR • $IRM Power, Cooling & Electrical • $VRT • $ETN • $HUBB • $PWR HPC / AI-First Infrastructure • $NBIS • $APLD • $IREN • $RIOT • $CIFR MODELS Foundation / Platform Models • $MSFT • $GOOGL • $META Cloud Distribution • $AMZN • $ORCL APPLICATIONS Enterprise / SaaS • $CRM • $NOW • $SNOW • $DDOG • $MDB Creative / Productivity • $ADBE • $INTU Defense / Automation • $PLTR • $KTOS • $AVAV Robotics / Physical AI • $TSLA • $SYM • $SERV • $RR

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The Rich get RICHER… Both lines rise… but not equally… Rich people invest in ETFs like: 1) $QQQM 2) $VOO 3) $VT 4) $SPMO 5) $SCHG 6) $VGT 7) $SMH 8) $VOOG 9) $IBIT 10) $XLK Rich people invest in Stocks like: 1) $AMD 2) $NVDA 3) $TSM 4) $MU 5) $MSFT 6) $AMZN 7) $SNDK 8) $GOOG 9) $META 10) $AVGO

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🚨Breaking: Anthropic’s Dario jus said AI Compute and Datacenter Capex will 10X 📈 I will still do a diversified AI ETF 👇 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $BABA $210B China AI 4 $COHR $57B Optical Transceivers 5 $LITE $40B Optical Transceivers 6 $CRDO $19B Optical /AIBConnect 7 $DRAM NA Memory ETF 8 $AAOI $10B Optical Transceivers 9 $DRGN China AI ETF 10 $CRWV $53B Hyperscaler 11 $AVGO $1.7T ASIC Chips 12 $AXTI $3.5B Optical Materials 13 $NBIS $25B Neocloud 14 $ALAB $0.7B AI Interconnect 15 $NET $58B EDGE AI

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"1GW soon will be $80 to 100B" Jensen Huang | $NVDA CEO | GTC Taipei 2026 $IREN capacity late 2025: 2.9GW $IREN capacity as of today: 5.8GW $IREN 2030 target: 12GW to 15GW (Personal Estimate) $CRWV 2030 Official Target: 8GW $NBIS 2030 Official Target: 5GW

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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
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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

amit

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$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
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$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.

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NVIDIA CEO Jensen Huang breaks down the five layers of AI.
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NVIDIA CEO Jensen Huang breaks down the five layers of AI.

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$NVDA CEO Jensen Huang crashes the Squawk set this morning:
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$NVDA CEO Jensen Huang crashes the Squawk set this morning:

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$NVDA CEO Jensen Huang said it best: "throughput per unit energy equals your revenues." Every company building for AI will be judged by how much compute they can deliver per watt. That’s the new productivity curve.
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$NVDA CEO Jensen Huang said it best: "throughput per unit energy equals your revenues." Every company building for AI will be judged by how much compute they can deliver per watt. That’s the new productivity curve.

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Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL
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Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL

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$NVDA CEO Jensen Huang saw the AI era coming in 2010 before $AAPL even launched Siri.
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$NVDA CEO Jensen Huang saw the AI era coming in 2010 before $AAPL even launched Siri.

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🚨BREAKING: AI DEMAND IS OFF THE CHARTS Bernstein's Stacy Rasgon states AI demand is off the charts, leading to high memory prices and sustained investment from tech giants, despite some investor concerns $NVDA $ORCL $AVGO $NBIS $IREN
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🚨BREAKING: AI DEMAND IS OFF THE CHARTS Bernstein's Stacy Rasgon states AI demand is off the charts, leading to high memory prices and sustained investment from tech giants, despite some investor concerns $NVDA $ORCL $AVGO $NBIS $IREN

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Words of wisdom from Nvidia $NVDA CEO Jensen Huang:
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Words of wisdom from Nvidia $NVDA CEO Jensen Huang:

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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.
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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.

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