Shay Boloor

Jensen Huang said $NVDA helped support names like $CRWV & $NBIS early on because many of today’s AI clouds would not have scaled the same way without that backing.

He said the point was not to pick winners but to help the broader Nvidia ecosystem thrive. https://t.co/f9p5eYlUaR

Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on.

The real moat is not just the chip but CUDA, programmability and distribution across every major cloud. https://t.co/zaTOSmNIa6

GOLDMAN’S CEO DAVID SOLOMON SAYS A PULLBACK IS COMING

Warns equity markets look stretched & a drawdown in the next 12–24 months “wouldn’t surprise me.” https://t.co/6ChDCIO7kz

$UBER CEO SAYS $TSLA CAMERA-ONLY APPROACH WON’T WORK

Dara Khosrowshahi argues autonomous cars must be superhuman -- points to $GOOGL Waymo’s LiDAR & radar as the right path.

https://t.co/nhD5CMq6Um

Jensen Huang said $NVDA helped support names like $CRWV & $NBIS early on because many of today’s AI clouds would not have scaled the same way without that backing.

He said the point was not to pick winners but to help the broader Nvidia ecosystem thrive. https://t.co/f9p5eYlUaR

Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on.

The real moat is not just the chip but CUDA, programmability and distribution across every major cloud. https://t.co/zaTOSmNIa6

GOLDMAN’S CEO DAVID SOLOMON SAYS A PULLBACK IS COMING

Warns equity markets look stretched & a drawdown in the next 12–24 months “wouldn’t surprise me.” https://t.co/6ChDCIO7kz

$UBER CEO SAYS $TSLA CAMERA-ONLY APPROACH WON’T WORK

Dara Khosrowshahi argues autonomous cars must be superhuman -- points to $GOOGL Waymo’s LiDAR & radar as the right path.

https://t.co/nhD5CMq6Um

$TSLA ROBOTAXI TRIAL SHOWS PRICING POWER

William Blair says Tesla’s Austin trial offered 50% of $UBER fares, 10% of $GOOGL Waymo’s cost & human-like driving -- expect robotaxi to make $250B in revenue with 60% EBITDA margins by 2040.

https://t.co/jMt6SyUzcR