I break down high-tech companies to help you invest in the best growth stocks | Former @MITLL rocket scientist turned full-time investor | $7M AUM (and growing)

Joined October 2020
1,388 Photos and videos
Pinned Tweet
27 Nov 2023
$NVDA's Q3 earnings prove that they are now UNSTOPPABLE: • Overall revenue: $18.1 Billion, up 206% y/y • Datacenter revenue: $14.5 Billion, up 279% y/y • Earnings per share: $4.02, up 593% y/y 🤯 • $NVDA's P/E now lower than $TSLA or $PLTR And their run has just begun:
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I got rich off $NVDA. Here's how I'm investing around the SpaceX IPO:
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Alex retweeted
Sometimes don’t overthink it: $MU $NVDA $META $AVGO
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Currently working on my video covering the SpaceX IPO. It'll be a big one.
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Day 2: Aialik Glacier
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Taking a week off and road tripping around Alaska. Don’t forget to invest in YOU.
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$NVDA made me rich. This is even bigger:
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$NVDA @NVIDIADC just shipped the biggest jump in AI yet. I sat down with @nvidia Vice President of DGX Systems and he had a few surprising things to say. Don't say I didn't warn you:
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I WAS WRONG. This is a HISTORIC buying opportunity:
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Holy cow, MASSIVE if true:
Introducing SubQ - a major breakthrough in LLM intelligence. It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA), And the first frontier model with a 12 million token context window which is: - 52x faster than FlashAttention at 1MM tokens - Less than 5% the cost of Opus Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention). Only a small fraction actually matter. @subquadratic finds and focuses only on the ones that do. That's nearly 1,000x less compute and a new way for LLMs to scale.
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YOU make the long nights and weekends spent researching, writing, and editing worth it. Thank you for spending some of your precious time with me each week! 🍻
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I'm buying every single share I can:
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💡 Building and scaling AI requires infrastructure that generates more revenue per watt and drives the lowest token cost. NVIDIA Vera Rubin LPX unlocks up to a 10x annual revenue opportunity from the same gigawatt-scale data center. More tokens per watt. Higher value tokens = more intelligence more interactivity.
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I got rich off $NVDA. This is even bigger:
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Don’t say I didn’t warn you months ago 😏
$MU Holy Shit Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B). Their combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided. Same output. Four times cheaper. You do the math.
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Wall Street has NO IDEA what $NVDA's about to ship Here's an exclusive look at @nvidia's mind-blowing Vera Rubin systems and the new Groq 3 LPU chips Don't say I didn't warn you:
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Wall Street just made a HUGE MISTAKE This is a once in a LIFETIME opportunity for stocks like $MSFT $NBIS $MU $MRVL $AVGO $CRWD $PANW Don't say I didn't warn you:
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Spent an hour letting @nvidia's L2 Mercedes drive me through downtown SF. The @NVIDIAAI team really cooked. If this is what “driver assist” looks like, $TSLA's competition might be here sooner than the market thinks. Long $NVDA. youtube.com/watch?v=MSmSA8uT…
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Excited to share that I’ll be attending VivaTech 2026 in Paris this May — one of the world’s leading gatherings for innovation, AI, and deep tech 🚀 The lineup this year is stacked: @nvidia , @OpenAI , @GoogleDeepMind, @awscloud, and a wave of next-gen European semiconductor and robotics startups will all be showcasing what’s next in compute, AI infrastructure, and edge innovation. Attending last year was a blast. This year, I’m specifically interested to hear how these leaders are thinking about scaling AI efficiently — balancing performance, power, and sustainability as workloads explode. VivaTech brings together the people shaping the future — from global tech giants to the startups redefining deep tech. If you care about where AI and hardware innovation intersect, this is the event to follow. And if you want to attend in person, let's connect. Use my code TICKERSYMBOL20 at checkout to get 20% off. 👉 Explore the 2026 themes and register here: vivatech.com/
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People are looking for the next $NVDA while the current one is still dirt cheap
GOLDMAN DESK: “.. Nvidia now trades at par / slight discount to the S&P500 on fwd P/E for the first time in 10 years. “.. yes, Nvidia is now trading at par with the S&P500 on fwd P/E despite, Nvidia alone expected to contribute to ~21% of the indices growth in 2026 ..”
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We need an action movie about smuggling AI chips
Mar 20
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
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