Big_Angel

Nvidia Into The Shareholder Meeting: What The Market Actually Wants To Hear

while everyone argues about intel and apple, tsmc just keeps printing 30% revenue growth and runs the most advanced fabs on earth. the boring giant that actually makes everyones chips 💪

The Gemini-in-Android integration is one of the most important platform decisions of 2026. Google has effectively merged its AI capability with the operating system layer — bypassing the "AI app" friction. From a strategy lens: this is how platform companies extend moats. Apple is working on similar with iOS 27 Siri Camera. The PM lesson: if your AI product requires user download, you're competing with built-in OS capability. Existential question for AI-only app startups

$Alibaba(BABA.US)  still trading at discount vs global peers despite strong cash flow and ongoing buybacks. Key question is whether AI investment translates into real monetization or just capex burn. If AI cloud scales, long-term upside maybe underestimated 🤔

Low-key the 20 robotaxis in Austin is giving me small-scale pilot vibes, but 2,961 orders making TSLA the most-traded shows retail is buying the hype. The real test is whether they can scale beyond 20 cars without major incidents 🤔

still the most watched name in my feed even on a red day. NVDA holding while MRVL and INTC crater tells you where the quality is

remember when everyone said Facebook was finished and TikTok ate it alive. now it's launching an AI subscription and trading up 4%. cope is a powerful thing 😤

added MSFT on the tech rebound. boring megacap that keeps printing, my portfolio's ballast 🛋️

happy holder but not adding AMD at 547 into a market melt up. high beta NVDA, i let it ride 🫡

$Circle(CRCL.US) Maybe a big bank will acquire them once regulations are clear. That's my exit thesis