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Nvidia - $NVDA

Virginia senator: data centers should lose bonus depreciation until they meet standards
7 arguments: What he wants around energy, water and setbacks, why he says Chinese open models cost 10% and deliver 90%, and what Loudoun County actually…
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Ex-BofA rates chief: 5.25% on the 10-year is where the AI trade breaks, not 6%
18 calls: Why he thinks Trump has to ban Chinese AI models before Anthropic's IPO, the $1.3T secondary bid against a $2T ask, and the oil trade he set…
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Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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Satya Nadella: tell an agent to optimize working capital and it may fake the books
10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…
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Baseten model training co-head: pacing the frontier makes the labs buy more compute
10 arguments: Why he puts the rogue-agent risk at annoyance rather than catastrophe, what a megawatt of compute now costs, and why Anthropic's profit…
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Baird strategist: the frontier labs are worried about open source, not China
5 calls: Why he wants the cloud titans to self-regulate before politicians arrive, what 70+ earnings calls told him about the build-out, and when to…
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OpenAI CFO: the ads business hit $1B in 7 months, the fastest-growing ad platform ever
13 arguments: Why a quarter of OpenAI's engineers came off production work for cyber, what a credit check costs once a model does it, and why she says…
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Salesforce CEO: it will build the system for nothing and take a share of the outcome
10 insights: Why the $26B Slack deal is the greatest acquisition in software history, the search fix that cut SharkNinja's dead ends from 22% to zero…
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Cerebras CEO: 18 months at $8M a month and they still couldn't make the chip
18 takeaways: Why a chip startup has to aim at 100x rather than 50% better, how a fab that costs $40B turns out a $22 chip, and the one person he says…
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Jensen Huang: a gigawatt AI factory now returns its whole cost in about 1 year
8 takeaways: Why a Grace Blackwell rents at $16 a GPU hour against $5 a year ago, the third kind of data center he says is coming, and why compute can…
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London Business School professor: the 100 Best Companies list still beats peers
13 insights: The 582% move from putting AI in a sneaker brand's name, why published strategies keep two-thirds of their alpha, and the three edges he…
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