I break down high-tech companies to help you invest in the best growth stocks | Former @MITLL rocket scientist turned full-time investor | $7M AUM (and growing)
Joined October 2020
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Alex retweeted
💡 Building and scaling AI requires infrastructure that generates more revenue per watt and drives the lowest token cost.
NVIDIA Vera Rubin + LPX unlocks up to a 10x annual revenue opportunity from the same gigawatt-scale data center.
More tokens per watt. Higher value tokens = more intelligence + more interactivity.
Alex retweeted
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin"
"The problem is that few human beings have that kind of discipline"
-Charlie Munger
Alex retweeted
If you think the fundamentals don't matter...
Think again.
This is $AMZN over the last 20 years.
CAGR of revenue: 25.5%
CAGR of stock price: 25.8%
♻️
Alex retweeted
Y'all expecting RTX 5090, cool specs and stuff. But do you fully internalize what Jensen said about graphics? That the new card uses neural nets to generate 90+% of the pixels for your games? Traditional ray-tracing algorithms only render ~10%, kind of a "rough sketch", and then a generative model fills in the rest of fine details. In one forward pass. In real time.
AI is the new graphics, ladies and gentlemen.
Alex retweeted
$NVDA doesn't just talk the the talk, but they've got the EPS growth to back it up.
Needless to say investors will be expecting nothing less than perfection this week. 💰
Alex retweeted
$NVDA Nvidia is officially the largest company in the entire world.
The king has been dethroned.
Alex retweeted
Bridgewater (4% returns) vs index funds (18%).
I'm not saying you can't beat the market.
But Bridgewater is a hedge fund with 2,000 employees. Some of the smartest, highest paid people on earth who spend 20 hours a day + billions on tools/research.
And they, and many just like them, struggle to beat it.
Alex retweeted
👀 #SIGGRAPH2024 preview ➡️ nvda.ws/3Llwlyh
✨ #NVIDIAResearch will showcase advancements in #generativeAI and #simulation, showing how simulation research enhances AI models and how #AI models are advancing simulation technology.
Alex retweeted
- On March 3, @TickerSymbolYOU and I did a detailed video, with 300K views, on why $NVDA & $NDX were not in a bubble.
- Since then, $NVDA is +74%. After big moves, always a chance to book some gains, but AI is still early innings. 6 reasons why.⬇️
youtu.be/92VcmkUA_gA?si=L4eK…
Alex retweeted
$NVDA
30.32 forward PE
107.18% projected EPS growth this year.
$SPX
23.25 forward PE
10.7% projected EPS growth this year.
$NVDA stock remains far from overvalued.
$NVDA +5% day, new ATH. 72 PE, 29x FWD.
Projected to earn just under $30 EPS next year.
If it trades in the middle of that range (29 to 72) = 50PE by this time next year, that's $1500. Not a prediction on my end, just the math. So far, the stock has followed the earnings higher.
