"Hard times create strong men. And weak men create hard times" Markets move on fear & greed +3 years, (27)
Joined October 2022
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Crazy how Jensen believed Marvel Technology would reach 1T before his cousin’s company
$AMD hits $1T!
This is a classic story around retail holding and believing for YEARS in the face of depressing price action or worse, no price action.
Every holder deserves their flowers today.
Now, in terms of the move on no news…I think the news is $META Muse having a breakout moment.
If Muse becomes THE consumer agent (shame that Apple is not winning here) then the demand for agentic inference, CPUs, and digital workstations would theoretically be much larger than it is today…which helps $AMD. It also helps $INTC and $ARM as those names are moving higher.
From Wells Fargo today:
“Muse US app downloads & DAUs accelerating last few days and tracking above other AI apps in first 12 days since launch, based on SensorTower. Muse US downloads set new record on 9/19 (264k), 3rd straight day >200k, while DAUs accel'd to a new peak of 448k on 9/18 (10-days post launch). For context, ChatGPT didn't reach >200k US downloads until 1-yr post launch and 450k US DAUs until day 49. In last 30-days, Muse has the highest avg rating (4.66 stars) w/ 87% 5-star review share vs peer apps.”
Oh and then to not forget…Meta has warrants to own up to 10% of $AMD at this $600 price as they are AMD’s largest customer and will pay for many more CPUs if Muse continues to scale.
Feels like both are in a strong spot and benefit from each other.
Conquest retweeted
Last Thursday, we welcomed Logan and Jake Paul to the Pentagon to meet with our warriors.
Conquest retweeted
Cybercabs have no steering wheels or pedals. They are designed and built for maximally efficient autonomous operation.
Driving around Austin, Texas with my 5-year-old and 8-year-old when we spotted a driverless Tesla Cybercab in the wild.
So naturally… we started chasing it.
My kids grabbed the phone and filmed the whole thing.
This is literally their footage.
And then it hit me…
They may be two of the youngest kids in the world to ever see a driverless Cybercab operating on public roads.
Something they would not see today if they were at school today.
I don’t think they fully understand how big this moment is yet.
They just see a cool car driving itself.
But this is the world they’re going to grow up in.
A world where cars drive themselves, Robotaxis pick you up, and transportation looks completely different from what Daddy grew up with.
To me, this feels like the future.
To them, it might just feel normal.
One day they’ll look back at this video and realize they were there when that future was just beginning.
Conquest retweeted
JUST IN: Bank of America says Nvidia could be undervalued by up to 50%
$NVDA
Conquest retweeted
The less you have to make decisions for your wealth, the better.
If you automate the investing, it’s easier to adhere to the plan and invest more.
Conquest retweeted
$NVDA down like 7 days in a row
Sentiment is horrible
Everyone is bearish
Me: give me the fucking shares
This is when you buy
Conquest retweeted
$NVDA !!!!!
NVIDIA Q2 2026 EARNINGS:
- Revenue $96.2B +106% YoY
- Data Center Revenue $89.0B +117% YoY
- GAAP EPS $2.46 +128% YoY
- GAAP Operating Income $63.7B +124% YoY
- GAAP Gross Margin 75.0%
- Returned $26B to Shareholders in Q2
- Q3 Revenue Guidance of $108B
NVIDIA just doubled revenue at a nearly $100B quarterly run rate. It is the largest company in history to put up these numbers at this size.
CEO Jensen Huang:
“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue. And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”
LETS. GO.
Conquest retweeted
If someone says that contributing to your 401k is a scam, I will immediately disregard all of their financial takes.
Conquest retweeted
Violent repeat offenders do not belong on our streets.
District Attorneys and Judges who enable this need to be held accountable.
America deserves safe cities.
Conquest retweeted
USS New Orleans (LPD 18) San Antonio-class Flight I amphibious transport dock coming into Sasebo, Japan after 7-month deployment - August 3, 2026 SRC: X-@810_1919su35
