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@The_AI_Investor
"If you still don't get Nvidia and the AI opportunity watch this XX times. This was from January 2024 and it's becoming even more obvious now Jensen is a true visionary. $NVDA"
@The_AI_Investor on X 2025-07-20 23:52:20 UTC 59.4K followers, 73.8K engagements
"Trump signs three executive orders on AI Historic moment insanely bullish for AI stocks all layers from energy data center developers chips & systems to models and apps. $NVDA" @The_AI_Investor on X 2025-07-24 01:32:46 UTC 59.3K followers, 22.3K engagements
"Foxconn AI Server Orders Booming - Orders are visible through 2027; - Large overseas AI projects worth tens of billions of USD will definitely involve Hon Hai - Orders are not the problemproduction capacity is the real challenge $NVDA" @The_AI_Investor on X 2025-06-24 02:15:24 UTC 59.4K followers, 16.2K engagements
"BNP Paribas upgraded Arm to Outperform from Neutral and raised its price target to $XXX citing growing influence in the ASIC market. $ARM is up XX% YTD" @The_AI_Investor on X 2025-07-16 17:36:15 UTC 59.2K followers, 12K engagements
"Did everyone bookmark this stupidity " $NVDA is now trading at this year (forward) PE of XXXX and next year of 16.3" More than 2x in less than X months $2T market valuation added" @The_AI_Investor on X 2025-07-28 21:22:15 UTC 59.4K followers, 16.6K engagements
"This is Trump's market 😂 Trump even mentioned $NVDA insane run. Anything can stop the AI train now" @The_AI_Investor on X 2025-07-10 19:27:08 UTC 59.4K followers, 13.1K engagements
"Nvidia's Llama Nemotron Super v1.5 model topped the Artificial Analysis Intelligence Indexleaderboard" @The_AI_Investor on X 2025-07-29 21:32:30 UTC 59.4K followers, 5625 engagements
"Seaport Global initiated a sell rating for $NVDA at price target of $XXX. This was from Apr XX 2025" @The_AI_Investor on X 2025-07-24 14:19:35 UTC 59.3K followers, 14.3K engagements
"At the Winning the AI Race summit on July XX in D.C. Trump is set to unveil a broad federal AI strategy including actions to expand U.S. energy supply speed up data center approvals and promote global exports of American AI tech. Sriram Krishnan just said huge day tomorrow for American AI" @The_AI_Investor on X 2025-07-23 00:46:28 UTC 59.4K followers, 27K engagements
"Nvidia ordered 300000 H20 GPUs from TSMC last week for the China market adding to inventory of 600000 to 700000 of the chips. - Reuters" @The_AI_Investor on X 2025-07-29 06:40:28 UTC 59.4K followers, 15.3K engagements
"David Sacks on breaking up Nvidia and chip competition: "Jensen has been working on this for XX years. When everyone else was focused on CPUs he had this vision around GPUs. And so you know in America we don't punish winning we don't punish success that comes as a result of being visionary." $NVDA" @The_AI_Investor on X 2025-07-24 20:28:54 UTC 59.4K followers, 114.4K engagements
"@TradingWarz should it be the right criteria for the stock to go up faster" @The_AI_Investor on X 2025-07-28 21:24:38 UTC 59.4K followers, 4827 engagements
"Fun fact: I think I read more about $TSLA to 10x than $NVDA to 5x in the last few years. $NVDA is quietly doing what $TSLA was expected to do" @The_AI_Investor on X 2025-07-15 02:45:21 UTC 59.2K followers, 92.8K engagements
"Very unconventional things we see but it's Elon not any ordinary person. Interesting to watch how this plays out for Tesla" @The_AI_Investor on X 2025-07-29 18:17:07 UTC 59.4K followers, 4638 engagements
"Important message that David Sacks addressed about winning the AI race I think for the 1st time that is to have American companies like Nvidia to have majority of global market instead of Chinese ones like Huawei. Jensen now has the conditions to win" @The_AI_Investor on X 2025-07-16 02:22:29 UTC 59.3K followers, 62.4K engagements
"A recap of the major themes and actions Trump's AI Action Plan" @The_AI_Investor on X 2025-07-27 01:29:26 UTC 59.3K followers, 8942 engagements
"Tesla/Elon to go deeper into chip manufacturing with Samsung's deal" @The_AI_Investor on X 2025-07-28 21:24:07 UTC 59.4K followers, 5828 engagements
"Only Elon can keep $TSLA at $1T market cap. No one else" @The_AI_Investor on X 2025-07-23 21:26:41 UTC 59.4K followers, 13.2K engagements
"Trump slaps Powell on the back urging him to lower interest rates" @The_AI_Investor on X 2025-07-24 20:54:32 UTC 59.4K followers, 8002 engagements
"@DepaolaSal i sure do from now i will use market cap to calculate my portfolio performance very accurate for companies with ridiculous dilution" @The_AI_Investor on X 2025-07-29 01:22:06 UTC 59.4K followers, XXX engagements
"Sam Altman just said they better get to work figuring out how to have XXX millions GPUs. $NVDA Crazy Sam or not crazy" @The_AI_Investor on X 2025-07-20 22:59:05 UTC 59.3K followers, 112.2K engagements
"$NVDA - New all time high again in Overnight market" @The_AI_Investor on X 2025-07-28 04:18:41 UTC 59.4K followers, 38.2K engagements
"A Day in the Life of a Tesla Analyst Read it every-time we are in doubt" @The_AI_Investor on X 2025-07-24 17:31:15 UTC 59.4K followers, 5499 engagements
"Who brought up the $NVDA $CSCO comparison in 2023 I had to create a thread to kill it" @The_AI_Investor on X 2025-07-16 04:43:12 UTC 59.4K followers, 27.6K engagements
"@chamath Curious do you now own a sizable $TSLA position given all the bullish takes youve shared recently" @The_AI_Investor on X 2025-07-28 11:11:22 UTC 59.4K followers, 12K engagements
"Tesla/Elon to go deeper into chip manufacturing interesting with Samsung's deal" @The_AI_Investor on X 2025-07-28 21:07:23 UTC 59.4K followers, 2512 engagements
"Patreon Concentrated Membership - See my valuation models and price targets for Nvidia Tesla and other stocks - My portfolio updates & trading plans - Frequent updates about my concentrated positions - Join member exclusive discord server" @The_AI_Investor on X 2025-07-15 05:46:15 UTC 59.3K followers, 9775 engagements
"Hi all Just posted my 2nd article about Vertiv AI data center opportunity for my readers enjoy $NVDA $VRT" @The_AI_Investor on X 2025-07-27 19:54:04 UTC 59.4K followers, 9780 engagements
"$NVDA - another day another ATH $4.311T market valuation congrats Nvidia longs" @The_AI_Investor on X 2025-07-28 20:14:55 UTC 59.4K followers, 21.4K engagements
"Fun fact: $NVDA $XXX & $AMD $XXX share prices are now similar. Which one would appreciate faster from here" @The_AI_Investor on X 2025-07-28 17:34:23 UTC 59.4K followers, 164.3K engagements
"Goldman Sachs hyperscaler capex projection $400bn in 2027 just from $MSFT $META $GOOGL and $AMZN $NVDA bears may have to wait longer for "digestion"" @The_AI_Investor on X 2025-07-14 15:10:15 UTC 59.2K followers, 26.7K engagements
"2025-07-25 Elon Musk "Extreme execution is needed but a valuation of $XX trillion for Tesla is possible" Let's keep track of Elon's Ps ( prediction or pumping )" @The_AI_Investor on X 2025-07-25 13:56:35 UTC 59.3K followers, 5141 engagements
"Another insanely bullish news for $NVDA as Elon just share GPUs particularly GB200 & GB300 updates for xAI" @The_AI_Investor on X 2025-07-22 17:26:13 UTC 59.2K followers, 53.8K engagements
"Jefferies Notes on Nvidia China: - NVDA holds 600K900K H20 units vs. 1.8M demand. - China sticks with NVDA for CUDA better clusters and local chip shortages. - B30 chip due Q4 2025 with reduced memory to meet export rules. - hikes China AI capex 2025 by XX% to $108B; 202530 up XX% to $806B. - raises power demand by XX% to 29GW" @The_AI_Investor on X 2025-07-28 17:06:18 UTC 59.4K followers, 27.4K engagements
"Morgan Stanley - Nvidia GB200/300 rack demand share What happened to $AWS share" @The_AI_Investor on X 2025-06-15 01:28:10 UTC 59.3K followers, 59.4K engagements
"$GOOGL is still growing. And making insane money" @The_AI_Investor on X 2025-07-23 21:24:52 UTC 59.3K followers, 8660 engagements
"@darkseidzz @007ofWallSt yeah felt like it :)" @The_AI_Investor on X 2025-07-28 21:00:22 UTC 59.4K followers, XX engagements
"NVIDIA added energy storage to new power supply unit (PSU) with in the GB300 NVL72. It can smooth power spikes from AI workloads and reduce peak grid demand by up to 30%. And its also coming to GB200 NVL72 systems. This would be similar to how Elon added energy storage to smooth out power spikes at xAI's GPU clusters" @The_AI_Investor on X 2025-07-28 22:35:41 UTC 59.4K followers, 12.3K engagements
"Jensen just announced that NVIDIA will begin selling H20s to the Chinese market" @The_AI_Investor on X 2025-07-15 04:20:15 UTC 59.4K followers, 176.6K engagements
"xAI $200bn valuation It can be bigger than Tesla at this rate" @The_AI_Investor on X 2025-07-11 19:48:58 UTC 59.2K followers, 13.8K engagements
"$NVDA is approaching $XXX Must be painful for the shorts" @The_AI_Investor on X 2025-07-29 06:18:57 UTC 59.4K followers, 71.4K engagements
"Jensen explained Nvidia's Blackwell AI Factory an engineering marvel from a blank silicon wafer at TSMC to gigawatt-scale data centers like Stargate" @The_AI_Investor on X 2025-05-20 02:07:55 UTC 59.2K followers, 47.8K engagements
"Jensen Huang: " I've created more billionaires on my management team than any CEO in the world. Don't feel sad for anybody at my layer. My layer's doing just fine. The big idea though that you're highlighting is that the impact of XXX or so AI researchers can probably create with enough funding behind them create an OpenAI. DeepSeek's XXX people. Moonshot's XXX people. If you're willing to pay say $20B $30B to buy a startup with XXX AI researchers why wouldn't you pay one" Talent + Compute + Data = Winning" @The_AI_Investor on X 2025-07-24 22:47:26 UTC 59.4K followers, 10.6K engagements
"$NVDA just closed at new ATH $XXXXXX or market cap of $4.237T and the chart looks beautiful. Congrats to all Nvidia shareholders" @The_AI_Investor on X 2025-07-24 20:03:01 UTC 59.3K followers, 23.2K engagements
"If you cut rate $NVDA market cap is going to be x trillion What is x" @The_AI_Investor on X 2025-07-25 17:30:21 UTC 59.4K followers, 7057 engagements
"As Nvidia keeps breaking new ATHs I've probably helped my AI Investor members make more money than most funds over the past year. At the very least we outperformed the indexes by a wide margin while most retail investors underperformed them" @The_AI_Investor on X 2025-07-28 20:46:09 UTC 59.4K followers, 7360 engagements
"Retail shareholding of trillion dollar companies Tesla is at XX% the highest and I guess it has the most numbers of dedicated all in retail influencers" @The_AI_Investor on X 2025-07-29 15:20:25 UTC 59.4K followers, 6472 engagements
"Jensen - no question i will be working in 2050 Me - how big $NVDA will be in XX years" @The_AI_Investor on X 2025-07-28 16:33:22 UTC 59.4K followers, 37.9K engagements
"$NVDA is now trading at $XXX I think I was the only one predicting Nvidia to hold on to H20 inventory to sell later in China. X months ago on our discord's nvda channel: "I can't wrap my head around the earlier report that the CFO said Nvidia can't easily sell the H20 elsewhere. Some speculation: The ban is temporary and Nvidia knew it. Jensen flew to China to offer reassurance and as a messenger for Trump to tell the Chinese not to take Trump's words personally and to come to the negotiating table. Nvidia is likely holding onto inventory to sell later in China."" @The_AI_Investor on X 2025-07-15 04:08:38 UTC 59.2K followers, 1657 engagements
"Google AI stack insanely competitive at every layers" @The_AI_Investor on X 2025-07-24 14:56:46 UTC 59.4K followers, 16.8K engagements
"@ClarkSquareCap my biggest winner is Nvidia 16x in XXX years" @The_AI_Investor on X 2025-07-27 18:58:43 UTC 59.4K followers, 1269 engagements
"Called it "China exports rare earth metals and the U.S. exports Nvidias H20 chips."" @The_AI_Investor on X 2025-07-16 00:22:41 UTC 59.2K followers, 23.9K engagements
"This is so interesting the different mindsets between Google Deepmind and OpenAI ( and probably the rest ). But wait Elon said Larry didnt worry about AI safety so I would discount what Deepmind CEO said a little bit" @The_AI_Investor on X 2025-07-25 00:25:07 UTC 59.3K followers, 7342 engagements
"@JulienTechInvst not sure about the good results part" @The_AI_Investor on X 2025-07-28 21:24:53 UTC 59.4K followers, 4229 engagements
"If youre an $NVDA investor which generation do you belong to Silent Generation (pre-1946) Still serving on boards; shaped by duty and discipline Baby Boomers (1946-1964) XX% of today's workforce; value stability loyalty and legacy Gen X (1965-1980) 27%; independent pragmatic delivery-focused Millennial (1981-1996) -34%; purpose-driven collaborative growth-oriented Gen Z (1997-2012) -27%; inclusive tech-native values transparency Gen Alpha (post 2012) The emerging workforce-digital-first fast-learning entrepreneurial" @The_AI_Investor on X 2025-07-20 21:17:32 UTC 59.4K followers, 5142 engagements
"@007ofWallSt define smart money remember big money was leaving Nvidia in Apr and see what has happened" @The_AI_Investor on X 2025-07-28 20:38:16 UTC 59.4K followers, XXX engagements
"$GOOG higher capex: "We now expect to invest approximately $85B in Capex in 2025 up from our previous estimate of $75B." $NVDA" @The_AI_Investor on X 2025-07-23 21:28:14 UTC 59.3K followers, 8926 engagements
"@JKeynesAlpha do u use share price or market cap to calculate return" @The_AI_Investor on X 2025-07-28 23:40:51 UTC 59.4K followers, 2777 engagements
"TSMC just reported earnings. Rev of $30.7bn up XXXX% Q/Q and XXXX% Y/Y. HPC grew XX% Q/Q. The AI story continues. $NVDA" @The_AI_Investor on X 2025-07-17 06:23:48 UTC 59.4K followers, 13.3K engagements
"Hi all Just shared $NVDA demand and portfolio updates with my readers. Check it out" @The_AI_Investor on X 2025-07-24 15:09:12 UTC 59.3K followers, 6870 engagements
"So much has changed in just a few months. Bidens diffusion rules are gone Nvidia and AMD can now sell to more countries with fewer restrictions. The energy bottleneck has been acknowledged and is being addressed. Jensen from not showing up at Trumps inauguration day is now publicly praising him and vice versa" @The_AI_Investor on X 2025-07-27 01:54:44 UTC 59.4K followers, 10.2K engagements
"$TSM overnight after Q2 earnings reported" @The_AI_Investor on X 2025-07-17 06:25:27 UTC 59.3K followers, 56.2K engagements