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How it feels owning $NVDA without Jensen

Cerebras Systems $CBRS wafer scale computing roadmap. - CS-4: 2x CS-3 performance & throughput - CS-5: More than 2x CS-4 speed - WSE-5: 5nm TSMC process - CS-5 targeted for summer 2027 They also reports up to 2,000 tokens/sec on Moonshot AI's 2.8T-parameter Kimi K3.1 model.

Twist Bioscience $TWST recurring revenue model emerging in AI drug discovery. - Initial pilots: $10K-$100K - Model building orders: Often multimillion dollar programs - Recurring discovery cycles: $250K-$1M per order

Here’s how the magnificent seven has finished for the week🔴🔴🟢🟢🔴🟢🔴 Nvidia $NVDA -2.01%🔴 Amazon $AMZN -0.29%🔴 Apple $AAPL +0.39%🟢 Microsoft $MSFT +0.17%🟢 Tesla $TSLA -1.82%🔴 Meta $META +2.90%🟢 Google $GOOGL +0.98%🟢

Jensen watching $AMD outperform knowing he can’t do anything about it

Texas ranks 23rd in spare power Pensilvania’s surplus of 87,568GWh is 21% of the entire top $CEG $TLN $VST $SO $ETR

Politics can’t stop data centers, they can only push them a year back Morgan Stanley: 4.9GW slides to 2029, turning a would be record 2028 into a 19.9GW dip and making the peak year at 27.6GW $DLR $VRT $EQIX $BE $CEG

Here’s how the magnificent seven has open trading today🟢🟢🟢🔴🟢🟢🟢 Nvidia $NVDA +0.26%🟢 Amazon $AMZN +0.08%🟢 Apple $AAPL +1.45%🟢 Microsoft $MSFT -1.56%🔴 Tesla $TSLA +0.08%🟢 Meta $META +0.78%🟢 Google $GOOGL +1.94%🟢

The risk level I feel holding $NVDA through Jensen and his lifestyle updates

Twist Bioscience $TWST is advancing tumor informed cancer monitoring with MRD Express. - Custom panels supporting up to 10,000 probes - Manufacturing & shipping in as little as 1 day - Dedicated capacity to scale testing volumes

$NOC B-21 Raider & Sentinel are growth engines into the 2030s. - B-21: At least 100 bombers in the Air Force's program of record - Sentinel: Over 450 missiles planned - Sentinel lifecycle program: Estimated at $140B+

$CBRS just reported earnings Revenue: $230.87M Vs $214.70M EST EPS: -$0.67 Vs -$0.66 EST

Cisco $CSCO just reported earnings Revenue: $18.51B Vs $18.13B EST EPS: $1.40 Vs $1.33 EST

$AMAT just reported earnings Revenue: $10.40B Vs $10.30B EST EPS: $4.16 Vs $4.05 EST

$CBRS reports earnings today after close The implied move is: 11.28% The expectations are: Revenue: $214.93M EPS: -$0.14 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

In 2018 the five hyperscalers spent $55B on Capex In 2026, the same companies spent $650B, a 12x jump in 8 years $AMZN: $200B $GOOGL: $185B $META: $100B $MSFT: $95B $ORCL: $75B

In 2015, the magnificent 7 represented only 12% of the S&P500 Today, the mag 7 represents about 34% $NVDA, $AMZN, $AAPL, $TSLA, $MSFT, $META, $GOOGL

$ORCL is about to burn $100B in 3 years The crazy part is, they can afford it Free cash flow goes from breakeven in 2025 to -24B in 2026, they are expected -45B through 2027

585 GW of data centers are now on the books, only 201 GW are credible In just August to October, we have seen 486 GW grow to 585GW +99GW In the same timeframe, credible capacity rose from 169GW to 201GW, only +32GW $AMZN $MSFT $GOOGL $IREN

Here’s how the magnificent seven has opened trading today🔴🟢🟢🟢🟢🟢🟢 Nvidia $NVDA -8.73%🔴 Amazon $AMZN +1.74%🟢 Apple $AAPL +0.41%🟢 Microsoft $MSFT +0.41%🟢 Tesla $TSLA +1.02%🟢 Meta $META +0.08%🟢 Google $GOOGL +0.89%🟢