BullishMSFTMicrosoftMicrosoftNVDANVIDIANVIDIA

4d ago on

"Nvidia was founded because of Windows." - Jensen Huang yesterday, on stage with Satya Nadella When $NVDA went public in 1999, $MSFT was worth about $390 billion. Nvidia was worth less than $1 billion. Huang traced the line from Windows 95 and DirectX to GeForce, then to CUDA, the software AI now runs on. Now, Nvidia is worth $5.73 trillion and Microsoft $3.93 trillion. The bubble-babblers keep rerunning valuation screens, glued to rates, oil and this week's Washington drama. Meanwhile, the world's best companies keep building the next ones. 💯 The case for concentration has never been stronger, imho. 🎯

MSFTMicrosoftNeutralMicrosoftTSLATeslaBullishTeslaPEPPepsiCoNeutralPepsiCo

2w ago on

$TSLA just got named the primary original equipment manufacturer for the largest electric Class 8 order in U.S. history. 2,500 battery-electric trucks. Ordered through ZET SCALE, a shipper alliance founded by Microsoft, PepsiCo and others. This single order could nearly double the entire U.S. electric Class 8 fleet, and it lands just as the Sparks Semi factory opens its doors. Big shippers had their pick, and they went for best in class. I hope I own enough shares. 🤷‍♂️ Buy the Best, Ignore the Rest.®