Tannor Manson
@Futurenvesting
Curious about tech, investing, and where the world’s headed. Subscribe to the Future Investing YT Channel to stay in touch!
526 Following 51.9K Followers
One of my favorite things about being a Shopify shareholder is knowing the company is still led by someone who clearly just loves technology.
Tobi is obsessed!
Our house in Toronto had this fancy glassed wine cellar, but we are not big wine drinkers.
Anyways, it had good climate control so here is my rack cellar.
Nvidia's AI Bet, CRWV Raises Prices, SpaceX Approval | Market Monitor
FOMC LIVE, OpenAI $1.2T Valuation, Nubank Review | Market Monitor
HOOD $212 PT, Apple Memory Costs, Clarity Act | Market Monitor
AI Slowdown Fears Hit The Market, What Now? | Market Monitor
Microsoft 3X Datacenters, SpaceX $13B AI Deal, Markets Rally | Market Monitor
Oracle Earnings LIVE, META Upgrades, NVDA & PLTR Team Up | Market Monitor
Meta Muse Takes Off, Google’s $15B AI Bet, Burry Covers Shorts | Market Monitor
SoFi Fireside LIVE, HOOD Expands, PLTR x NBIS | Market Monitor
$PLTR just named $NBIS its preferred sovereign AI infrastructure partner.
The partnership will bring Nebius compute and inference directly inside Palantir’s enterprise environment, allowing eligible customers to run and adapt open models while maintaining control over their data, compute, and models.
They also plan to work together to bring new AI capacity online faster, including modular data centers at sites where power is already available.
It’s the BEST feeling when two of your holdings work together and directly support each other’s growth.
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Jensen says AGI is here, and it's only the start.
The next training run by OpenAI will be trained on more than 4x the GPUs (likely 400k Vera Rubins vs 100k Grace Blackwell chips).
@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.
AGI has arrived. Congratulations @OpenAI team.
400K GPUs coming online next.
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The AI boom has barely started, and the biggest constraint may not be chips. It may be energy.
I sat down with @kimmonismus to discuss:
• Why AI infrastructure may still be constrained, not overbuilt
• How AI agents are transforming software development
• The potential impact on white-collar jobs
• NVIDIA, inference chips, and the growing power bottleneck
• China’s rapidly advancing AI ecosystem
One of my favourite AI conversations yet.
Full conversation below 👇
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We are not bullish enough on AI... $NVDA $AMD $AVGO
This is GPT-6 Astra.
Anything you can do on a computer, Astra can do for you. Fast.
Huge Micron Upgrade, NScale IPO, Chatgpt Astra | Market Monitor
Broadcom Earnings, New AI Models, SoFi Upgrade | Market Monitor
Nvidia AI Deals, SpaceX Starlink V3, Dell Earnings Tonight | Market Monitor
SpaceX Power Bet, OpenAI HUGE Win, NVDA Buying | Market Monitor
NVDA Rubin Pricing, Farzad Interview, Amazon Raised | Market Monitor
Nvidia’s Earnings Review, NVDA Upgrades, Hugging Face Deal | Market Monitor
NVIDIA EARNINGS ARE JUST CAUSING A FLURRY OF ANALYST UPGRADES!
Raymond James now sees $515 per share, a roughly $12.5 TRILLION valuation for $NVDA.
Here is every increase from this morning:
Raymond James: $352 → $515
Evercore ISI: $413 → $465
Melius: $400 → $420
Bernstein: $315 → $400
Rosenblatt: $325 → $390
HSBC: $360 → $365
Truist: $307 → $346
Wedbush: $330 → $345
KGI Securities: $335 → $345
RBC Capital: $300 → $330
President Capital: $295 → $330
Redburn: $300 → $325
JPMorgan: $280 → $320
Citi: $300 → $315
Mizuho: $300 → $315
Stifel: $282 → $315
Oppenheimer: $265 → $315
Goldman Sachs: $285 → $300
Morgan Stanley: $288 → $300
Needham: $270 → $300
UBS: $280 → $300
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