🇺🇸 $NVDA — Feels like something big could be coming. Jensen doesn’t usually show up unless the AI infrastructure story is getting even bigger. Right now, everyone’s waiting for a major announcement, with whispers about deeper AI compute partnerships. No solid confirmation yet. But here’s what’s clear: AI demand isn’t slowing down. SpaceX is locking in huge compute deals. Google needs more GPUs. Anthropic is running out of capacity. And $NVDA is still the centerpiece of the whole AI supply chain. The real play isn’t just AI models. It’s chips, data centers, power, and compute. Watch: $NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA There might be some crazy volatility ahead. Don’t chase blindly. Follow compute.

AI isn't just getting bigger. It's also getting cheaper. TurboVec, based on Google Research's TurboQuant, shrinks AI vector memory from 31GB down to 4GB. That means: Less memory used. Faster searching. AI that works offline. No need for expensive GPU clusters. No relying on the cloud. Everyone's focused on bigger models. But the real game-changer might be cost reduction. If AI gets cheaper to run, more people will use it. Stocks to keep an eye on: $GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO My take: The next AI opportunity isn't just about who builds the biggest model. It's about who makes AI cheaper, faster, and easier to roll out.