Cheers to the weekend! We’ve had an amazing 1500 mile trip and are glad to be back where the weather is superb and the martinis cold. Thanks for reading, watching and following along. Keith 😀

When I first began my career, the rule was don't fight the Fed, but these days it's more like don’t even pay attention to the Fed. Meetings like today are increasingly like watching the grass grow or paint dry. If you want fireworks, it's far more entertaining and valuable to watch people like @JensenHuang , @LisaSu Alex Karp, @elonmusk, and Jamie Dimon – leaders of companies with profit potential no matter what the Fed does next. 🤦‍♂️ $NVDA $AMD $PLTR $TSLA $JPM Keith's Investing Tip: Stop trying to trade the Fed's next move. You can't, and honestly, neither can they. If there’s ever a reminder to stay focused, this is it. The world’s best CEOs are focused on making money, no matter what. And, I submit, that’s what WE as investors want to be thinking about too.

I'd like to take a moment for the people of Nepal. Hundreds of lives lost, many more still missing, after catastrophic flooding swept through entire communities in a matter of hours. Thoughts and prayers feel small against something this big, but they're what we've got.🙏

Physical AI becomes yet another growth vector for $AMD. Kodiak is putting AMD EPYC processors at the heart of its seventh-generation driverless truck platform — the first company to deploy them in driverless trucking hardware. Higher performance. Lower power. Faster real-time processing of the massive sensor data these trucks need to operate safely with no one in the cab. Already running fully driverless in the Permian. Targeting public highways later this year. As autonomy scales, the compute powering it carries increasing profit potential.

$NVDA may be buying Hugging Face for $12.9B for 86x revenue. Wall Street will have a meltdown over the multiple. I see something else entirely... Owning the front door to open-source AI locks in demand for Nvidia chips even while its biggest customers try to build their way out. Earnings didn’t slow ’em down a wink. 💯

And just like that... we're off! So are the markets 😃 $NVDA and $CRWD leading the charge — two of my faves lighting up the tape today. Told ya the AI trade wasn't done. 💯 #SixthWave#

Buy the Best, Ignore the Rest®. $CRWD is one of my faves — and the strongest name in security today — and it just showed why it dominates. Up 17% today after posting the best quarter in company history.💯 Record $333M net new ARR — up 51% YoY. Falcon Flex ending ARR hit $2.29B — up 101% YoY. Revenue up 26% to $1.47B, beating guidance across the board. Hooyah!!!💪

As expected, Team Jensen dropped the hammer.🎯 5th consecutive quarter of beating both revenue and EPS estimates. 4th consecutive quarter of accelerating year-over-year revenue growth. And the money line: “Demand is accelerating. Last year one lab was driving the buildout. Today it’s a golden age of new AI labs, multiple frontier labs scaling in parallel, open models + physical AI — full steam worldwide.” $NVDA has barely scraped the surface.

Totally agree @fitz_keith! Why be forced into transparency when you can pay for corporate privacy. Violate users's privacy, but protect your own. Profits over principles is why I've never and will never own $META

$PLTR's AIP Bootcamps are now routinely delivering production use cases in 5 days. Sovereignty Bootcamps just pulled in nearly 200 organizations in under 30 days. Defense primes and enterprises are no longer piloting for months — they’re embedding AI at the acquisition and architecture stage. The demand signal is unmistakable: decision velocity commands a premium. Faster proof-of-concept → broader buy-in → platform lock-in → margin expansion as usage scales. We're seeing the Sixth Wave in action. Software accelerating the world — and the firms that move first are pricing decades of institutional advantage into a single fiscal year. And we're still in early innings.

$NVDA put Groq 3 LPX into full production. $SPCX now expanding Grok’s infrastructure on Vera Rubin. Nvidia owns the full agentic stack — training, orchestration, and ultra-fast token generation. 3,400 tokens/sec on long-context agentic models. 4x the competition. Unka Elon’s scaling Grok on the same platform, and Unka Jensen's coming for a structural moat.

New distribution announcement! 
The latest distributions for the XFUNDS ™ Memory Income ETF, $DRMY and the Fitz-Gerald Must Have Portfolio® and Options Overlay ETF, $FIZY are now available.    DRMY Distribution Per Share: $0.3318 FIZY Distribution Per Share: $0.0694