Campus Compounder

I got chills when reading this article. I've never been more bullish on AI. And I've never been more terrified of what that means. It's written from the POV of June 2028. But it's long, so I summarised it for you: • AI gets good. Companies lay off workers. Margins expand. Stocks rip. S&P hits 8,000. Everyone celebrates. • But fired workers stop spending. Companies weaken. They buy more AI to cut costs. More layoffs. Less spending. A negative feedback loop with no natural brake. • The top 10% of earners drive 50%+ of all consumer spending. They're the ones getting replaced. A $180K product manager ends up driving Uber for $45K. Multiply that across every major city. • Ghost GDP emerges - the economy is "growing" on paper, but the money never reaches real people. Productivity is booming. Wages are collapsing. • Then it hits housing. $13 trillion in mortgages, all underwritten on one assumption: you keep your job for 30 years. In 2008, the loans were bad on day one. In 2028, the loans were good. The world just changed after they were written. • S&P crashes 38% from highs. Unemployment hits 10.2%. Markets barely react anymore. • The punchline: you're not reading this in 2028. You're reading it in February 2026. Every domino they describe has already started falling. The canary is still alive. Barely.

Google $GOOGL shareholders realizing what’s about to happen…

FED CHAIR POWELL CUTS RATES BY 25 BPS TO 3.75%

$GOOGL - GOOGLE: FIRST AI GLASSES WILL ARRIVE NEXT YEAR

@StockSavvyShay Does China even want H200s chips anymore? $NVDA

US Commerce is set to let $NVDA export H200s into China. They are ~18 months behind the top tier so policy keeps the cap in place while Nvidia keeps the channel open.

BREAKING: $NVDA - US to allow $NVDA H200 chip exports to China The U.S. Department of Commerce will soon permit exports of NVIDIA’s H200 GPUs to China. These chips are about 18 months behind the company’s most advanced models per sources cited by Semafor

Nvidia $NVDA CEO Jensen Huang said: “In the next 6-7 years you are going to see a bunch of small nuclear reactors”

Aswath Damodaran on $AMZN "If you're any other company in that business, I will guarantee you will now lose money. So whatever business you're in, every night get down on your knees and say, "Please God, don't let Amazon come into my business," because they will destroy your business and leave nothing there."

@joecarlsonshow $GOOGL, $AMZN, $ASML

What are your top 3 holdings?

It's absolutely crazy that Google went from the company that was in so much trouble, legendary tech investors like Coatue didn't even include it on their "Fantastic 40" list of AI leaders. Just months ago it was being compared to eBay. Now Google is single-handedly pressuring Nvidia into a media tour defending their GPU's against Google's TPUs and forcing Sam Altman to put out company-wide 'Code Red' alerts about the threat of Gemini to ChatGpt. This is the biggest turnaround story of sentiment in 2025, by far. And the entire time this happened, Google always put up great numbers, every single quarter.

@amitisinvesting Crazy how fast sentiment changes. A few months ago $AAPL was a huge AI loser. Now they are a safe bet because they aren’t going all in on AI investments.

i think we all kinda missed that $AAPL hit all time highs today can’t bet against this company, ever people just will not stop using their products

$AMZN Trainium represents a multi-billion dollar business for AWS. It runs Anthropic Claude models, and Amazon has scaled Trainium 4x faster than other AI infrastructure at AWS.

@joecarlsonshow I’m a 20 year old student managing my own portfolio of 210,000. I bought 10,000 worth of ASML back when you made the first video about it up 56% now. Huge fan Joseph and congrats on the investment!

ASML is up +56% this year. That beats Nvidia, Meta, Microsoft, Amazon, Tesla. JP Morgan just raised their price target on it again. What a great stock. I continue to hold this one as a large position.

@StockSavvyShay Basically, bullish both $NVDA and $GOOGL.

$NVDA isn’t worried about $GOOGL TPUs. Google can run its own ASICs at cost but the industry still converges on Nvidia because frontier training & retrieval-heavy inference all require a full-stack platform that exists in every architecture. The “Nvidia tax” only disappears in a world with excess compute & we’re nowhere near that world.

@Mr_Derivatives December rally loading…

Last FOMC for 2025 is Dec 9-10th with the rate cut (or no cut?) announcement on the 10th. Polymarket (which is now approved in the US) has it overwhelmingly decisive at a 25bps cut. Dun dun dun…

Long $AMZN