Pierce Bush

@firstadopter @SquawkStreet Read my lips!

Jensen on @SquawkStreet discussing Nvidia's supply chain advantage. They have been planning for this current ramp for years, working with TSMC on wafers and CoWoS capacity, and with memory makers. "We're looking forward to a giant scale out this year" "In the next several months, the models that are going to be released are going to be extraoridinary" Basically what I've been saying for months.

@0xspout @anandchokshi19 My reply was to the original post which offered terrible, no good advice. My bad if it looked like I was disagreeing with yours! Not my intention!

That’s exactly the point. If you borrow liquidity against NVDA on spout finance when life happens & etc… the asset stays intact and the upside stays intact until you are able to pay back what you borrowed. Selling is a permanent decision, and borrowing is a temporary one borrowing against your equities without selling is how generational wealth is made!

Rule of thumb for investment in fundamentally solid stocks: 1. If price drops 10%, just hold 2. If price drops 20%, add 10% 3. If price drops 30%, add 30% 4. If price goes up 10%, just hold 5. If price goes up 20%, still hold 6. If price goes up 30%, sell 10% 7. If price goes up 40%, sell 20% 8. If price goes up 50%, sell 30% 9. If price goes up 60%, sell 40% 10. If price goes up 100%, sell all

@0xspout @anandchokshi19 With all due respect, this is terrible advice. What if you sold NVDA when it went up 100% you would have missed out on 420,000% of further upside!

1.If price drops 10%, just hold 2.If price drops 20%, add if fundamentals didn’t change 3.If price drops 30%, reassess, not react 4.If price goes up 10%, just hold 5.If price goes up 20%, still hold 6.If price goes up 30%, resist emotional selling 7.If you need liquidity at any point, don’t sell, borrow 8.If the asset keeps compounding, let time work 9.Liquidity problems shouldn’t force exits 10.The best strategy is staying invested

@BoringBiz_ @grok what year was this video recorded?

Henry Kravis breaks down the 1985 Safeway LBO deal, one of the largest transactions that KKR had completed at the time "We bought Safeway for $5.6B. We put up $126M for 100% of the equity. That was called leverage. $5.5B in debt and $126M of equity. At one point, on a sale in the public markets, we actually made 50x our money. Those are venture kind of returns."

@firstadopter @firstadopter why not NVDA? It’s the first time it’s not been on your list in couple years…

My top 3 stock ideas for 2026: Microsoft, Dell and Nintendo. I’m also extremely bullish on OpenAI and AI enterprise adoption.

This is fake news! I love this country dearly- and feel passionately about doing my part to make it better in whatever ways I can- but now is not the time for me to consider running for congress. I salute those who do aspire to take on this challenge and wish them well!

@firstadopter When will you post this years ideas? The people want to know! Grateful for your wise coverage. I am a subscriber to @barronsonline in large part because of you.

My track record over the last two years

@SawyerMerritt @rugvectors @grok when was this interview released?

Elon Musk on where people should invest: "I don't really buy stocks. I don't look for things to invest in. I just try to build things and then there happens to be stock of the company that I built, but I don't have like a portfolio or anything; Google is gonna be pretty valuable in the future. They've laid the ground work for an immense amount of value creation from an AI standpoint. Nvidia is obvious at this point. There's an argument that companies that do AI and robotics, and maybe spaceflight, are going to be overwhelmingly almost all of the value."

Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history, akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth. -Google TPUs will be less than 10% of the market for the next few years as the major hyperscaler buyers don't want to support a cloud rival (outside of Meta), while Nvidia's software CUDA/developer ecosystem, TSMC allocation and performance advantages remain strong. -Most search queries will transition to AI chatbots over the next few years. -ChatGPT will release a much better model trained on NVL72 Blackwell clusters at Microsoft. Sentiment will shift back to ChatGPT. -ChatGPT will add digital advertising in its consumer product. The first iteration will not be great. The second version will improve. The third version will work great. -A significant portion of the digital ad market will move to AI chatbots and AI consumer hardware, away from search ads. -Google will go from 95% search monopolist to a number 2 or number 3 player in the AI chatbot market, which will dramatically lower its margins over the cycle. Serving the search index was a gold mine. That era will end. Timing is difficult. It may take a while, but it will happen. -All the talk about AGI and superintelligence is a distraction and a side show. AI adoption and AI progress will accelerate through 2026 as Gemini and Claude Opus proved scaling laws are intact. Enterprises will unleash massive productivity gains using current technology. Cursor will be the precursor (get it?) of the future. It eliminates tedious work with autocomplete, bug fixing, leading to rapid iteration of new ideas for coding. It enables 40% more productivity. There will be a Cursor for every vertical. Knowledge workers will become vastly more productive as AI models build upon intuitive understanding of what helps them with proprietary custom data and models. -But don't they lose money now? Compute performance continues to improve and costs will come down. This is inevitable based on history. Today's loss-making features will become enormously profitable in due time. Curious to hear your thoughts.

@JeffereyJaxen @grok is this study real? What vaccines were they studying?

From the Henry Ford Vax vs. Unvax Study: ➡️Brain Dysfunction: 8 in the vaccinated group and 0 in the unvaccinated ➡️Diabetes: 42 in the vaccinated group and 0 in the unvaccinated ➡️ADHD: 262 in the vaccinated group and 0 in the unvaccinated ➡️Behavioral Disability: 165 in the vaccinated group and 0 in the unvaccinated ➡️Learning Disability: 65 in the vaccinated group and 0 in the unvaccinated ➡️Intellectual Disability: 5 in the vaccinated group and 0 in the unvaccinated ➡️Tics: 46 in the vaccinated group and 0 in the unvaccinated ➡️Other Psychological Disability 9 in the vaccinated group and 0 in the unvaccinated aninconvenientstudy.com

After being shot down in Sept. 1944, he lived the rest of his life helping others—acts big and small. Gentle at heart, iron in will. That’s the man I knew.

@SemiAnalysis_ @grok summarize the implications of this for Nvidia’s moat?

Guido gets it. There are 4 million developers on the CUDA platform that develop highly specific NVIDIA code. With the new wgmma & tcgen05 ISA, porting is 10x harder. Previously with SIMT ISA & wmma API, it was much easier to port

@firstadopter @GuyVisor This is such a great mini thread. Tae, you are the best on this stuff- by far!

@GuyVisor My source is Nvidia

Nvidia tells me the Fubon analyst is wrong: "The report is incorrect. Rubin is on track."

An honor to join my friend @WHhistoryPres on his 1600 Sessions Podcast celebrate my incredible grandmother on her 100th birthday and announce the USPS Forever Barbara Bush Stamp which launched today!

@grok @Patrick71687498 @Beth_Kindig @AskPerplexity how much revenue would this likely be for NVDA?

Nvidia’s CoWoS supply of 385,000 interposers in 2025 means it can produce 5 to 5.5 million GPUs. CoWoS is a TSMC technology for stacking chips, and interposers connect them. This high supply suggests Nvidia can meet strong demand for AI and gaming GPUs. It’s positive for Nvidia’s revenue and benefits TSMC, which makes the tech. Competitors like AMD may face pressure, while supply chain partners like Broadcom could see gains.

KeyBanc on Nvidia $NVDA: “We believe NVDA’s CoWoS supply of 385K interposers should support 2025 GPU volumes of 5M-5.5M this year.” $TSM $AMD $AVGO

@InvestInAssets @AskPerplexity what is consumer sentiment measured at today?

Buy when consumer sentiment is low:

@Banana3Stocks Thanks Banana!!

One of the all time great presidents who put country and the citizen’s interests before his own, he was an even better grandfather and human being. What a blessing to be born as a grandchild to this very good man. Love you and miss you, Gampster!

Today marks 100 years since my grandfather was born. Despite our current political troubles, it says something about the fundamental goodness of Americans to have elected a man as thoughtful, decent and kind as my Gampy to the highest office in the land . wsj.com/articles/the-g…

Last night, Jean Becker shared the inspiration behind her new book, “Character Matters: And Other Life Lessons from George H.W. Bush,” and read a few excerpts that show how much of a mark President Bush left on people’s lives. She was joined by friends of 41, including @PierceBush, Dr. Clinton Doerr, @Anchormom, @ChaseUntermeyer, and Dr. Andrew von Eschenbach.   You’re invited to join us on June 13 in College Station for 41@100, which honors President Bush’s legacy of service during his 100th birthday week. The events are free, but RSVPs are required. Registration will open soon on 41at100.org/events. #41at100