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Joined July 2026
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NVDAPaired retweeted
Memory stocks are well off their highs while the actual demand keeps setting records.
$NVDA just signed a $500 billion+ partnership with SK Group, including a long term deal to lock in and co develop next gen HBM.
And Korea says Samsung and SK Hynix agreed to roughly $950 billion in supply deals with US tech firms, including a five-year $750 billion SK Hynix agreement covering Nvidia.
The most important company in AI just tied up memory supply for years. You only do that when you’re worried you can’t get it.
Supply is getting locked away, not loosened.
NVDAPaired retweeted
BREAKING: $NVDA now accounts for 27% of the entire $18.8 trillion global semiconductor industry
NVDAPaired retweeted
𝕏 is the global town square
Mark Zuckerberg didn’t post on 𝕏 for 3 years. He runs platforms with over billion users, yet he returned to 𝕏 to promote his product.
Jensen Huang never had an account on 𝕏.
Today he signed up & made his first post.
When the most influential people have something important to say, they come to 𝕏.
𝕏 is the global town square.
NVDAPaired retweeted
This has my full support.
Jensen is right.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
NVDAPaired retweeted
Welcome @jensenhuang 💚
The future of AI leadership needs both frontier closed models and frontier open models.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
NVDAPaired retweeted
Giga bullish
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
NVDAPaired retweeted
JUST IN: Nvidia $NVDA CEO Jensen Huang officially joins X and makes his first post.
"AI will transform every industry, power every company, and be built by every country."
