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Portfolio Updates - YTD 121%
Computex highlights, AI PC, Memory, option trades and allocation and plans on my oversized Micron position.
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The AI Investor
26K posts
The AI Investor
@The_AI_Investor
Portfolio up ~40x since 2023, join Patreon or Substack for more! substack.com/@theaiinvestorx
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Joined September 2020
- Nvidia - 76-78% of employees are now millionaires, with approximately 50% having a net worth over $25 million. Fun fact: unlike other big tech, Nvidia is not enforcing a strict return-to-office policy and instead embraces a flexible work approach.
- 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
- Jensen explaining Nvidia in less than 30s. Everyone must watch. $NVDA
00:00 - 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.
- Listen carefully to Jensen explaining the next and the biggest wave of AI. This is a huge deal. $NVDA
00:00 - 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.
00:00 - "If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA
00:00 - More and more people are getting Nvidia now and if you are the only few who still think it's a hardware chip company, watch this. The best 90 seconds one could spend. $NVDA
- Tesla: only Tesla, at ~2M cars/year, equips its vehicles with self-driving tech. Jensen: imagine how big my $5B business is when 100M cars/year have self-driving tech.
- If you still don't get Nvidia and the generative AI opportunity, watch this. And watch again if you still dont get it. $NVDA
- Google is the only fully vertically integrated player.
Google is firing on all cylinders across AI - Gemini 2.5 Pro is equal #2 in intelligence, Veo 3 and Imagen 4 are amongst the leaders in media generation, and with TPUs they're the only vertically integrated player 🧠 Google is now equal #2 Artificial Analysis Intelligence Index - Jensen just said AI agents have the potential to become a multitrillion-dollar industry.
