To The Moon

During a recent episode of the Lex Fridman podcast, Nvidia CEO Jensen Huang made a provocative assertion, stating, "I think we've achieved AGI." AGI, or artificial general intelligence, is a loosely...

Bernstein analyst Stacy Rasgon bullish on Nvidia, citing cheap valuation relative to chip industry. Morgan Stanley agrees, but Eisman doubts downstream risk. Prediction markets favor Nvidia's potential as top company by 2026.

BRIEF-SpaceX Has Considered A Potential Merger With Tesla- Bloomberg News Reporter ED Ludlow On XJan 29 (Reuters) - SPACEX HAS CONSIDERED A POTENTIAL MERGER WITH TESLA- BLOOMBERG NEWS REPORTER ED LUDL

$TSLA - CANTOR FITZGERALD BULLISH ON TESLA: $510 TARGET Cantor Fitzgerald reiterates an Overweight rating on Tesla with a $510 price target. Despite slightly lower vehicle deliveries, Tesla beat 4Q expectations and grew its Energy segment. FY26 plans include >$20B capex, ramping Robotaxi, Cybercab, and Optimus production, and pursuing FSD approval in China and Europe. Cantor sees these AI, autonomy, and robotics initiatives as long-term growth catalysts, though notes upside may be limited at current levels.

New York Fed President John Williams said he fully supported the central bank's two recent interest-rate cuts and signaled he could support another move "in the near term" to put rates closer to a neutral setting that neither spurs nor restrains the economy."I still see room for a further adjustment in the near term to the target range for the federal-funds rate to move the stance of policy closer to the range of neutral," Williams said in remarks prepared for delivery on Friday at a conference in Chile.Fed officials are divided over whether to cut rates again at their meeting next month. The decision is shaping up to be a close call that may ultimately be decided by Fed Chair Jerome Powell. Williams's remarks are notable because he is a top ally of Powell and because a growing number of their colleagues have suggested they don't favor a December cut.Williams said he had supported the recent rate cuts because he judged the risks of weaker-than-anticipated employment outcomes had increa

$NVIDIA(NVDA)$ Musk in charge of making US government more efficient and is also the single biggest buyer of NVDA chips. He tried to do it alone at first but quickly threw in the towel and kissed the NVDA ring. The US gov will spend, conservatively, $2 trillion plus in next 3 years in gov. Infrastructure rebuild and 50% of that will be AI tech and 100% of that will be NVDA. It is the one big edge we have on every other country in the world and We WILl be exploiting that edge to the max.It’s NVDA’s world and everyone else just lives in it. Get used to it.