TOM LEE: ROBOTS COULD BUILD YOU A LOUVRE FOR THE PRICE OF A HOUSE
He sees robots unlocking home construction America can't do today:
- Homes built by artists and robots, a Louvre carved from stone for the price of a normal house
- The architecture Europe built by hand, recreated at scale
- Amazon runs a million industrial robots to the nation's 400,000, making home construction its next addressable market
🤖 AI Spending Hits Another Level
$AMZN, $MSFT, and $GOOG are each planning close to $200B in AI capex for 2026, while $META could spend up to $ 145B.
Meanwhile, $CRWV plans up to $35B despite its smaller size.
AI is becoming an infrastructure and spending story.
NVIDIA $NVDA HAS GROWN REVENUE FROM $2B TO $215.9B IN 21 YEARS
A 10,643% total increase. Compounding at 24.9% per year. And on Wednesday after the close, they're expected to add another chapter to the story.
Here's what Wall Street is pricing in:
- Q1 revenue estimate: $78.5B, up nearly 80% year-over-year
- Adjusted EPS estimate: $1.75, more than double last year
- Options markets are pricing in a 7% move by Friday
12 of 13 analysts rate Nvidia $NVDA a buy. Average price target $274 implies over 20% upside from Friday's close.
TD Cowen just raised theirs to $275. Bank of America moved to $320.
Per management, the Blackwell and Rubin order pipeline now exceeds $1 trillion.
Earnings drop after the close Wednesday, May 20.