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Pinterest bets $4 billion on Amazon.
$PINS Pinterest has signed a five-year, $4 billion contract with $AMZN — the largest infrastructure commitment in the company’s history. Graviton and Trainium chips, a full bet on AI.
But the real story is with Amazon. Its chip business generates over $20 billion annually and is growing at triple-digit rates. Trainium2 offers a 30% better...
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$MU will probably benefit the most from this now, and I think the whole sector could comfortably keep rising for several more months without a correction, but I'm already cautious — I'm holding and not buying any more.
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🚨 Jensen Huang is flying to China with Trump!
CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.
And honestly? This...
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Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT...
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AMD $AMD crushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters
AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.
Shares gain 4.83% in after-hours trading!
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Hi investors, I sold before the results... probably a mistake!! Results are great!🙉
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What would an investment in $NVDA in 2000 be worth today after 6 stock splits totaling 480:1?
Nvidia has undergone six stock splits in its market history, and the total split ratio since 2000 is 480:1.
History of splits:
2000: 2:1 split
2001: 2:1 split
2006: 2:1 split
2007: 3:2 split
2021: 4:1 split (around $750)
2024: 10:1 split (around $1,200)
Nvidia went public in 1999 at $12 per...
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$NVDA was my first 100% investment! It currently makes up about 15% of my portfolio and I first bought in at $86🤑
How about you?
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Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
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Has Amazon revealed its true business?
Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
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Great article, thanks for it. I have a fairly large position in $AMZN in my portfolio and I have a lot of faith in the company’s future.
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I would bet that most investors don't want to hold this stock in their portfolio purely because of the China risk and assume that it would "somehow" be resolved. I don't think so, but we'll see where Intel is in two or three years. Maybe their production will miraculously ramp up and within 10 years they'll have enough resources to expand manufacturing capacity to meet U.S. demand.
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🚨 Great news for $UBER shareholders❗️
⭐️ I’ve been talking about Uber non-stop for almost 2 years as an investment I fully trust, and so far I don’t see any signs of slowdown or disruption to its business model.
🟢 On the contrary, it’s closing exclusive partnerships with companies like $NVDA $LCID $GOOGL $NBIS $AMZN..
..and just a few hours ago announced a NEW partnership with...
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If you want to dive into the company $UBER a bit differently than just through tables and charts, I can recommend the book "The War for Uber". For those who don't like to read, there's also an audiobook. I think the book really shows where the company's strengths and potential weaknesses lie. I like these stories about well-known companies.
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The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and...
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Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high...
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Unfortunately I didn't manage to buy these stocks, so I'm holding other chip stocks.
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With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters...
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I also don't think we're in a bubble. Nvidia is the largest company in the world, and there's a reason for that.
I’m still holding the company’s shares, and it’s a position I won’t be selling anytime soon. The company’s outlook and the moat it has give me another reason not to sell even at the current valuation. Apart from a few purchases at the beginning of the year and my ongoing monthly investments, I’m trying to accumulate capital and waiting to see how the market develops.