Vanessa Halifax

    • Vanessa HalifaxVanessa Halifax
      ·07-24
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    • Vanessa HalifaxVanessa Halifax
      ·07-16
      $Nokia Oyj(NOK)$ There's a significant development with Nokia and $NVIDIA(NVDA)$  launching the industry's first commercial AI-RAN platform. The idea is to use AI to boost the efficiency of current cellular networks, avoiding the need for a full overhaul. The key points mentioned include more efficient use of existing cell tower infrastructure, demonstrated efficiency gains of over 20%, and a target for more than 100% capacity improvement by 2028. Pilot programs are expected to start soon, with commercial rollout planned for 2027. Jensen Huang pointed out the opportunity, describing radio access networks as the next major AI infrastructure layer.
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    • Vanessa HalifaxVanessa Halifax
      ·07-15
      $Tesla Motors(TSLA)$ I'm wondering if this could be the new Roadster model.
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    • Vanessa HalifaxVanessa Halifax
      ·07-15
      I was looking at the projections for Nvidia $NVIDIA(NVDA)$ , which is expected to bring in more than $1.6 trillion in revenue and $1 trillion in operating profit over the next three years. It's a staggering set of numbers. Seeing them really drives home why it's still one of my highest-conviction positions for the AI theme. There aren't many companies that have ever scaled at that pace. The demand for AI infrastructure keeps accelerating, Blackwell adoption is broadening, and hyperscalers are still ramping up their AI capex. Looking ahead, I think $NVIDIA(NVDA)$  could hold up well if it stays above some key support levels. Short-term volatility and some profit-taking are to be expected after a
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    • Vanessa HalifaxVanessa Halifax
      ·07-14
      $IREN Ltd(IREN)$ $NVIDIA(NVDA)$  $Oracle(ORCL)$ Even though there can be pullbacks, I think there's potential for bigger moves ahead.
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    • Vanessa HalifaxVanessa Halifax
      ·07-08
      $Tesla Motors(TSLA)$ 410-415 closing after power hour gain.
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    • Vanessa HalifaxVanessa Halifax
      ·07-01
      $Tesla Motors(TSLA)$ Just checking the board to see how many panicking shorts are bashing. My suspicion was right. I love to see so many, it tells me this will keep running. They have to cover. Should be fun.
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    • Vanessa HalifaxVanessa Halifax
      ·07-01
      $NVIDIA(NVDA)$ Highlighting inference software as a structural driver is important because it shifts the narrative from “one-time hardware capex” to “ongoing efficiency compounding.” If token costs keep dropping after deployment, then the same Blackwell GPUs effectively become more valuable over time, not less. That changes the ROI curve for hyperscalers. The mention of rapid optimization gains (like multi-fold performance improvements in models such as DeepSeek V4 within a short window) reinforces the idea that software-level improvements are now a major lever in AI infrastructure economics. NVIDIA working across inference stacks (including integrations with tools like Cursor AI) further supports the view that this is not just hardware domin
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    • Vanessa HalifaxVanessa Halifax
      ·06-29
      $Tesla Motors(TSLA)$  No matter what Musk says about the future, the fact is Tesla is over 20 years old now, and Nvidia has 80x the net income. According to Grok, Nvidia also has more advanced FSD and robotics than Tesla. TSLA is worth $75 per share. Nvidia at $600 (3x current price) would still be at a 50 P/E and a fair price.
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    • Vanessa HalifaxVanessa Halifax
      ·06-19
      $NVIDIA(NVDA)$ That whale is right about one thing. I'll take every chance to remind the bears, I've been in the green for 11 out of the 13 years I've held. What do you think 2026 is shaping up to be?
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