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Is there room for one more in the Old Boys' Club?
Stanley Druckenmiller: 4.61%
Ray Dalio: 6.91%
Bill Ackman: 9.44%
I/O Fund: 15.50%
Beth Kindig
12.7K posts
Beth Kindig
@Beth_Kindig
Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
- At the beginning of 2023, Tesla $TSLA was expected to earn $8.50 in EPS in 2025. Now, that stands at just $2.91.
- $NVDA just launched a new chip 11x faster than last year’s flagship. Moore’s Law is dead. Huang’s Law is real.
- Nvidia $NVDA is rumored to potentially be accelerating the release of its Blackwell successor Rubin by six months, with initial production beginning as soon as the third quarter of 2025.
- The fact Elizabeth Holmes gets more press than Lisa Su is all you need to know about how the media portrays women. Cathie Wood took a brick to the glass ceiling last year. That $TSLA call was historic. She is one of the most influential investors of our time. 🦾
- AI demand is 24/7. So is data center power—and that’s a clue to the next breakout stock.
- Supply chain signals indicate Blackwell sales will likely far exceed Nvidia's $NVDA GPU sales from 2023 and 2024 combined.
- Despite shares rising more than 700%, Nvidia’s $NVDA forward PE is lower now than it was at the beginning of 2022. (Chart: GS)
- Nvidia's $NVDA Blackwell successor, Rubin, is rumored to be six months ahead of schedule, with a roll out as early as the first half of 2026.
- Nvidia CEO Jensen Huang: "We’re working towards a day where there will be billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories that can be powered by Nvidia technology." $NVDA
