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@ConvictionPoint "I pulled up the Mag X chart and did a double take. I did not expect this. $AMZN is dead last despite solid fundamentals. The contrast is hard to ignore. Mag X YTD vs 5-Year YTD $NVDA +38.47% $GOOG +28.33% $MSFT +22.81% $META +19.43% $TSLA +14.93% $AAPL +1.56% $AMZN -XXXX% 5-Year $NVDA +1246.15% $GOOG +211.05% $TSLA +197.43% $META +169.13% $MSFT +134.02% $AAPL +108.08% $AMZN +34.49% I think this gap is mostly about earnings revisions and who gets paid by AI. Suppliers and platforms monetized first. Users and consumer hardware are still in show me mode. $NVDA is the outlier because EPS"
X Link @ConvictionPoint 2025-10-14T06:32Z XXX followers, XXX engagements

"@MimosaWada25 @DeItaone You dont seem to understand all the tech that has been transferred over the past few decades. What about KUKA robots Siemens/Alstom rail VW autos Airbus aviation EDF nuclear Nokia/Ericsson I could go on forever"
X Link @ConvictionPoint 2025-10-14T17:19Z XXX followers, XXX engagements

"$INTC Foundry external deals as of Oct XX 2025. Confirmed: - $MSFT 18A custom silicon customer - $AMZN AI fabric on 18A plus custom Xeon X on Intel X - $ERIC 18A 5G SoC - $NVDA $5B equity stake with Intel-built custom x86 CPUs - U.S. Gov $8.9B XX% equity plus X% warrant. Rumored: - $AMD evaluating 18A and future nodes - $GOOGL in talks on 18A for custom silicon/TPUs - $AAPL exploratory on 14A and potential dual-sourcing"
X Link @ConvictionPoint 2025-10-13T07:23Z XXX followers, 18.6K engagements

"@sketchy50997123 You can verify it yourself or ask @grok is it true"
X Link @ConvictionPoint 2025-10-13T07:48Z XXX followers, XXX engagements

"@mingchaoyouyib1 @MimosaWada25 @DeItaone Thanks ChatGPT. Never said it was theft btw"
X Link @ConvictionPoint 2025-10-15T11:56Z XXX followers, XX engagements