To The Moon

$NVIDIA(NVDA)$  Still the name to watch as AI infrastructure spending keeps ramping across the board. Every hyperscaler earnings call just confirms the same story. Semis are leading this tape for a reason, and sector momentum feels far from over.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $Keel Infrastructure Corp(KEEL)$ $NVIDIA(NVDA)$ Posting this so you can see how much things have changed. This is from March 16, 1998. Twenty-somethings back then were on top of the world and in crazy demand. I remember that clearly. Fast forward 28 years, and twenty-somethings are mostly living with their parents with nothing to their name, and it is almost a miracle if they can even land a halfway decent job. The Internet Age was much better for people in their twenties than the AI Age.

$SKYX Platforms(SKYX)$ $SKYX Platforms(SKYX)$ Read the Lake Street Capital research report updated after the 2Q report. It carries a BUY rating with a $4 target price, but that target doesn't factor in the electrical infrastructure opportunity. SKYX's technology isn't just another smart light switch. SKYX is getting close to making the ceiling electrical connection itself standardized, safer and plug-and-play, enabling lighting, fans and other devices to be installed without expensive electricians having to manipulate exposed electrical wiring. Or homeowners trying to DIY and falling off ladders and/or improperly installing and having electrical fires — the insurance industry is interested. If t

$NVIDIA(NVDA)$  Who would have thought the biggest company in the world could also be the best bargain out there? That's pretty remarkable.

$NVIDIA(NVDA)$ Long term holders have been right about Nvidia, and that probably stings for the bears. Patience has paid off here.

$NVIDIA(NVDA)$  I'm grateful for everything Jensen has done and everything he's going to do. Jensen, thank you.

$NVIDIA(NVDA)$  Nvidia announced that SpaceX will deploy standalone Vera CPUs to accelerate agentic AI workloads, while adopting Vera Rubin for Grok.

$Marvell Technology(MRVL)$ $Alphabet(GOOGL)$ $Alphabet(GOOG)$  $NVIDIA(NVDA)$ $Microsoft(MSFT)$ It makes sense that near-term guidance already had some Google numbers in it, since Marvell was already working with Google. So the market wants the future faster, but Marvell actually made the future much larger with the expanded Google partnership. I will add that Marvell is becoming 'data movement' for AI infrastructure and operations. Not just a networking-chip company, not just a custom-ASIC company, not just an optics comp

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Bill Gates said that AI will either be the greatest equalizer ever invented, or the worst source of injustice. Since I own a lot of Google, I would be okay with either outcome. Of course, I would want the greatest equalizer to be our future. Imagine a world without social class, that would be awesome.

$NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$ So is Burry just betting that every one of the AI infrastructure companies are wrong about the future revenue they will be receiving? Like what are the odds that every one of those leaders is wrong and he is right?