AI Factories - $NVDA, $TSLA & $META
Meta $META and Tesla $TSLA are the only companies building "AI Factories" to develop their own AI products and services. That means Tesla is buying A LOT of NVIDIA chips for #FSD.
Meta $META and Tesla $TSLA are the only companies building "AI Factories" to develop their own AI products and services. That means Tesla is buying A LOT of NVIDIA chips for #FSD.
We think this company is well positioned to grow exponentially as the AI, Cloud, and Software Revolutions continue to gain steam.
We're moving on from TCEHY for a nice gain and putting some money to work in AAPL for the first time in a long time.
We're starting a new small position in Oracle (ORCL) and we hit on everything from the best ways to invest in SpaceX (spoiler: it's not easy) to why we are not messing with most small caps and biotech stocks.