1.
$NVIDIA(NVDA)$ owns the silicon, the software & the simulation layer.
The market’s trading like AI peaked -- but $Meta Platforms, Inc.(META)$ & $Microsoft(MSFT)$ just proved it’s barely begun.
You can short CapEx, but not inevitability -- edge, robotics, AI-native factories all flow through NVIDIA.
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2.
Are we just going to ignore that $Amazon.com(AMZN)$ quietly built a $56B run-rate ad business?
At a 20x multiple -- that’s a $1T pillar hiding in plain sight 🤩
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3.
🚨 $Apple(AAPL)$ Q2 Earnings Update 🚨
• Sales $95.4B vs Est. $94.7B
• EPS $1.65 vs Est. $1.63
• China Sales $16.0B vs Est. $15.9B
• iPhone Sales $46.8B vs Est. $46.2B
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