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🇺🇸 Something big might be brewing with $NVDA. Jensen only comes out when things get bigger.
Rumors are flying about deeper AI compute partnerships. Nothing’s official yet. But AI demand is insane right now. SpaceX is locking in huge compute deals. Google and Anthropic need
Blockheads Media retweeted
OpenAI’s next major training run is reportedly moving to $NVDA Vera Rubin this fall.
That tells me one thing:
The AI race is still controlled by compute.
Sarah Friar also said compute remains sold out through much of 2027, with power, land, chips and talent all becoming bottlenecks.
This is why I don’t view $NVDA as just a chip stock.
$NVDA is becoming the core infrastructure layer of the AI economy.
The market keeps talking about models.
But the real war is underneath:
GPUs
Power
Data centers
Networking
Talent
Land
The stocks to watch:
$NVDA $MSFT $AMD $AVGO $TSM $ORCL $AMZN
My view is simple:
AI demand is not slowing.
The bottleneck is supply.
Follow the companies controlling compute.
Not financial advice.
AI isn't just scaling up—it's getting way cheaper. TurboVec uses Google Research's TurboQuant to shrink vector memory from 31GB down to 4GB.
Why it matters:
Less memory.
Faster searches.
AI that works offline.
No need for pricey GPU clusters or cloud reliance.
Everyon
AI isn't just getting bigger—it's getting cheaper. TurboVec, powered by Google's TurboQuant, cuts AI vector memory from 31GB to 4GB. That means less memory, faster search, and offline AI. No expensive GPU clusters or cloud needed. Everyone chases bigger models, but the real gam
Google's reportedly paying SpaceX $920M a month for AI compute through 2029—using 110,000 NVIDIA GPUs in SpaceX data centers. Tells me even Google doesn't have enough compute.
AI's no longer just chatbots. It's about GPUs, data centers, power, and infrastructure. SpaceX is
🚨 AI might become the biggest political trade in the next decade.
Trump wants every American, not just Wall Street or VCs, to own a piece of the AI boom.
Sam Altman floated the idea first. Bernie Sanders wants a public AI wealth fund. Trump says the government will look i
Blockheads Media retweeted
🚨 $ASML is now connected to Elon Musk’s next big chip plan.
$ASML is reportedly bringing Elon Musk into a closed-door employee conference to discuss the $55B Terafab project tied to $TSLA and $SPCX.
The key point is simple:
Terafab is targeting leading-edge 2nm chips for AI, robotics and space compute.
This is not just about $TSLA cars.
This is about Musk trying to control the future of AI hardware.
Watch:
$ASML / $TSLA / $SPCX / $NVDA / $TSM
Not financial advice.
🤖 Made with AI
People still think of $META as just Facebook and Instagram ads, but it's way bigger now.
Core data:
Price: $593
Today: -$34.78
Market cap: ~$1.52T
P/E: ~21.6x
Real story:
App family = cash machine. AI ads = better targeting. Reels/Threads = attention. Meta AI = ecosys
$GOOG isn't just about ads anymore.
People still see Google as a search engine, but it's way bigger:
Search = steady cash
YouTube = eyeballs everywhere
Cloud = AI demand
Gemini = full AI lineup
Android, Chrome, Gmail, Maps = massive reach
Waymo = self-driving future
$MU is turning into a huge player in the AI infrastructure space.
The reasoning is straightforward:
AI models keep growing.
Data centers are expanding fast.
Memory bandwidth is becoming a bottleneck.
That's good for Micron.
Micron covers HBM, DRAM, NAND, and data-cente
🚨 $TSLA isn't acting like a typical car stock.
Price: $391.00
Down 6.61% today
Market cap: ~$1.38T
Everyone's focused on car deliveries, but that's only part of the picture.
The real bet is bigger:
EVs
Energy storage
FSD
Robotaxis
AI robotics
Software
If Tes
🚨 SpaceX just locked in a huge compute deal with Google. Google is paying $920M a month from Oct 2026 to June 2029.
That's almost $11B a year just for AI compute. 🔥
It covers about 110,000 $NVDA GPUs plus CPUs, memory, and more.
People still think SpaceX is just a roc
$MU volatility has been wild the past two days. It shot up from $820 to nearly $1,088 on AI memory and storage recovery hype, then sank back to $927. That doesn't mean the story is broken—just a technical pullback after a fast move.
Key support to watch: $857–$879. If it h
Goldman Sachs just dropped huge numbers on SpaceX’s AI side.
They think SpaceX’s AI revenue could grow 100x by 2030.
This isn’t just a small bump.
It’s a complete shift in how people see them. 🔥
Everyone still thinks SpaceX is just rockets.
Nope.
It’s becoming:
sate
$ASML’s chart is pretty clear right now. It’s trading around $1,757, near the short-term high, so chasing it is risky. Better to wait for a pullback into the $1,714–$1,739 support zone. If that holds, buyers are still around. If it breaks, next support is $1,670–$1,684.
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