Jesse option

$TSLA 30 trillion 2030 @elonmusk

$PL Planet Labs: Withholding satellite imagery of Iran + Middle East conflict zone indefinitely — US government request. Translation: US is blinding commercial intelligence on Iranian military movements ahead of potential escalation. Consistent with Trump's 48-hour ultimatum + ground ops authorization. Watch: $MAXR $BKSY — same request likely coming. #PlanetLabs #PL #Satellites #Iran #War #BREAKING #Markets

🚨 BREAKING | 🇺🇸 US AIRMAN RESCUED AFTER F-15 DOWNED OVER IRAN — AXIOS 🔹 Source: Axios 🔹 Missing US airman: RESCUED after F-15 was shot down over Iran 💥 This is the best possible outcome — market implications are massive: 🔹 No US POWs in Iranian hands = Iran loses its biggest negotiating leverage 🔹 SAR operation inside Iran = SUCCEEDED — US military executed flawlessly 🔹 Trump’s 48-hour ultimatum: Crew rescued = Trump can negotiate from strength, not desperation 🔹 No American deaths in enemy hands = political pressure on Trump eases significantly 🔹 Iran’s window to exploit the F-15 incident = CLOSED 🔸 What changes now: 🔹 Ceasefire talks can resume without POW leverage complication 🔹 Trump can accept Iran’s Hormuz toll road framework or push harder from a position of strength 🔹 48-hour clock still ticking — but rescue = Trump has more options 🔹 “All Hell” threat: Less politically urgent now that crew is safe 🔹 Hormuz traffic at war-high (15-18 ships) + crew rescued = the path to a deal is reopening 📊 MARKET READ — RISK-ON REVERSAL: 🟢 $SPY $QQQ — crew rescued = war de-escalation back on track — gap up 🔴 $USO — rescue = deal more likely = oil headed lower 🔴 $GLD — safe haven unwind 🟢 $NVDA $AMD $MA $JPM — risk-on maximum ⚡ They got him out. The airman is safe. Iran doesn’t have a hostage. The deal is back on. Buy. #Rescue #F15 #Iran #BREAKING #EMERGENCY #War #MiddleEast #Markets #Investing #SPY #QQQ #RiskOn #Ceasefire #Historic

$MSFT invested ~$13B in OpenAI. Now reportedly worth $200B+ — a ~15x return on paper. OpenAI valued at ~$300B+ last round. If OpenAI IPOs, MSFT crystallizes the largest tech investment gain in history. Irony: MSFT now building its own frontier models to reduce OpenAI dependency. #Microsoft #MSFT #OpenAI #AI #Investing #Markets

🚨 AI | 🟢 $MSFT Microsoft — Copilot Sales Hit “Audacious Goals” in March Quarter 🔹 Judson Althoff (MSFT Chief Commercial Officer): Copilot sales essentially hit “pretty big audacious goals” in Q3 🔹 Strategy: Pivoted toward paid subscriptions 🔹 Context: In January only ~3% of customers were paying for Copilot 🔸 The significance: 🔹 3% paying in January → “audacious goals” hit by March = dramatic conversion in one quarter 🔹 Copilot = $30/user/month on top of M365 — massive ASP expansion per seat 🔹 MSFT has ~400M Office 365 commercial seats — even 10% penetration = $14B+ ARR 🔹 Microsoft building frontier AI models in-house by 2027 = Copilot is the revenue proof point 🔹 Visa survey: 77% of businesses using AI — Microsoft capturing this with Copilot 🔸 Enterprise AI monetization scorecard: 🔹 $MSFT Copilot: “Audacious goals” hit 🟢 🔹 $CRM Salesforce Agentforce: $900M pipeline in first quarter 🟢 🔹 $GOOGL Gemini Workspace: Growing but slower to monetize 🔹 Pattern: Enterprise AI is MONETIZING — not just demo stage 📊 Watch: 🟢 $MSFT — Copilot conversion + frontier AI 2027 = AI revenue inflection confirmed 🟢 $NVDA — Copilot demand = Azure compute demand = GPU orders 🔴 $AAPL — no enterprise AI monetization story yet ⚡ 3% paying in January. “Audacious goals” hit by March. Microsoft just showed that enterprise AI is not a promise. It’s a product. And people are paying. #Microsoft #MSFT #Copilot #AI #BREAKING #Enterprise #Investing #Markets #Azure #M365 #Monetization

Anthropic limits Claude subscription use on third-party tools (OpenClaw etc.) starting April 4. Shifts users to pay-as-you-go or API keys. Read: Demand is outpacing capacity — a good problem. Slightly negative for power users on third-party tools, positive for Anthropic API revenue conversion. #Anthropic #Claude #AI #Markets

🚨 BREAKING | 🇮🇷🚢 IRGC Claims Israel-Linked Vessel Hit by Drone in Hormuz — Ship on Fire 🔹 Iran Guards: Israel-linked vessel stopped in Strait of Hormuz after drone strike 🔹 Status: Ship on fire 🔹 Source: Iranian state media 💥 Hormuz is now an active combat zone: 🔹 Iran is now ATTACKING ships in Hormuz — not just blocking passage 🔹 Israel-linked vessel = Iran escalating to target Israeli commercial shipping 🔹 F-15 down + SAR inside Iran + Islamabad talks rejected + NOW ship on fire in Hormuz 🔹 Oxford Economics $113 Q2 Brent = understated if Hormuz becomes active war zone 🔹 This is the scenario that pushes oil to $145-150 (Edward Morse worst case) ⚠️ The full escalation picture TODAY: 🔴 F-15 shot down — crew missing 🔴 US SAR inside Iran 🔴 Iran refuses Islamabad talks 🔴 IRGC bombed AWS Bahrain 🔴 NOW: Ship on fire in Hormuz 🔹 Everything happening simultaneously 📊 Emergency market read: 🔴 $USO — Hormuz active combat = oil SPIKES toward $145 🟢 $GLD — maximum safe haven 🟢 $LMT $RTX $NOC — war at maximum intensity 🔴 $SPY $QQQ — risk-off maximum 🔴 Shipping $FRO $STNG — Hormuz = no ships moving safely ⚡ A ship is on fire in the Strait of Hormuz. Right now. This is not winding down. This is the war at maximum intensity. #Hormuz #Iran #IRGC #BREAKING #EMERGENCY #War #MiddleEast #Oil #Shipping #Markets #Investing #Israel #Drone #Fire

🚨 GEOPOLITICS | 🔴 🇺🇸 🔹 Donald Trump weighing cabinet reshuffle as Iran war pressure rises 🔹 Driven by: ▪️ Falling approval (~36%) ▪️ Rising gas prices ▪️ Weak public response to war messaging --- 🔸 What it means: 🔴 Political stress escalating internally 🔴 Possible removals of key officials (intel, commerce, etc.) 🟡 Likely targeted changes, not full overhaul --- 📊 Market impact: 🔴 Policy uncertainty ↑ 🔴 Adds to geopolitical volatility 🟡 Signals war impact now hitting domestic politics --- ⚡ Bottom line: 👉 This is pressure from the war spilling into leadership stability When cabinets start shifting → **it means the situation is getting harder to control politically.**

🚨 CRYPTO EXPANSION | 🟢 $SCHW Charles Schwab Corporation — Spot Crypto Trading 🔹 Plans to launch spot Bitcoin & Ethereum trading in 1H 2026 🔹 Source: CoinDesk --- 🔸 The strategic move: 🔹 Entering direct crypto trading (not just ETFs) 🔹 Competing with: ▪️ Coinbase ▪️ Robinhood --- 🔸 Why this matters: 🟢 Brings mainstream capital into crypto 🟢 Expands Schwab from broker → multi-asset platform 🟢 Signals crypto becoming standard offering --- 📊 Market impact: 🟢 Bullish for crypto adoption 🟡 Pressure on pure-play crypto platforms 🟢 Positive for Schwab long-term engagement --- ⚡ Bottom line: 👉 Crypto is moving from niche → default asset class And Schwab entering = another step toward full institutional normalization.

🚨 SHIPPING & INSURANCE | 🟡 🇺🇸 Hormuz Backstop 🔹 U.S. doubles insurance guarantee to $40B (from $20B) for ships in Hormuz 🔹 New insurers joining program, including Berkshire Hathaway and Liberty Mutual 🔹 Program run by U.S. International Development Finance Corporation --- 🔸 The real move: 🔹 Government stepping in as insurer of last resort 🔹 Goal: keep shipping flowing despite war risk 🔹 Without this → many ships wouldn’t sail --- 🔸 What it tells you: 🔴 Risk level = extremely high (private insurers alone not enough) 🟡 But system still functioning with government support --- 📊 Market impact: 🟢 Prevents full collapse of oil flows 🟡 Caps extreme oil spikes (but doesn’t remove risk) 🔴 Confirms war risk is now priced into logistics --- ⚡ Bottom line: 👉 This is a crisis-management tool Not solving the problem — buying time to keep global trade alive.

🚨 EV PRODUCTION | 🟡 $LCID Lucid Group, Inc. — Q1 Update 🔹 Production: 5,500 vehicles 🔹 Deliveries: 3,093 vehicles 🔹 Issue: 29-day disruption (supplier seat quality problem) 🔹 Status: Resolved 🔹 2026 Guidance: 25K–27K vehicles (reaffirmed) --- 🔸 The operational story: 🟡 Strong production, but delivery gap remains 🔴 Supply chain issue shows execution fragility 🟢 Fix already implemented → no long-term structural damage (for now) --- 🔸 What matters: 🔹 Reaffirming guidance = confidence signal 🔹 But: 👉 Need to accelerate deliveries vs production 👉 Inventory buildup = risk if demand lags --- 🔸 Market impact: 🟡 Mixed ▪️ Positive: guidance intact ▪️ Negative: operational hiccup + weak deliveries --- ⚡ Bottom line: 👉 Lucid is still in execution phase, not scale dominance Success depends on: fixing operations + converting production into real demand.

🚨 GEOPOLITICS | 🔴 🇺🇸 🔹 Donald Trump on downed jet impact: 👉 “No, it’s war” --- 🔸 What it means: 🔴 No de-escalation signal 🔴 Confirms conflict ongoing despite incidents 🔴 Reduces probability of near-term diplomatic shift --- 📊 Market impact: 🔴 Oil → sustained upside risk 🔴 Equities → risk-off bias 🟢 Defense → support --- ⚡ Bottom line: 👉 This reinforces war footing, not negotiation mode.

🚨 IPO | 🚀 Musk Requiring Banks to Buy Grok Subscriptions to Work on SpaceX IPO — NYT 🔹 Source: New York Times 🔹 Elon Musk: Requiring Wall Street firms to purchase Grok AI subscriptions as condition of advising on SpaceX IPO 🔸 What’s happening: 🔹 SpaceX IPO = the most coveted mandate on Wall Street — ~$350B valuation 🔹 Musk is leveraging IPO access to force Grok adoption at Goldman, Morgan Stanley, JPM etc. 🔹 Banks WILL pay — SpaceX fees dwarf any Grok subscription cost 🔹 Grok = xAI’s AI chatbot — Musk’s direct competitor to ChatGPT + Claude 🔹 Forcing 10+ major banks to subscribe = instant enterprise revenue + legitimacy for xAI 🔸 The Musk leverage playbook: 🔹 Tesla: Forced suppliers into Tesla’s ecosystem 🔹 Twitter/X: Forced advertisers to use X for distribution 🔹 SpaceX IPO: Forcing banks to use Grok 🔹 Pattern = Musk using one asset to force adoption of another 🔹 xAI valued at ~$50B+ — forced bank subscriptions = revenue + valuation support 📊 Watch: 🟢 xAI (private) — forced enterprise adoption = revenue floor ahead of potential IPO 🔴 Anthropic — banks buying Grok = less budget for Claude Enterprise 🔴 $MSFT OpenAI — same competitive pressure 🟢 $TSLA — SpaceX IPO momentum intact = TSLA ecosystem value ⚡ Want to work on the $350B SpaceX IPO? Buy Grok first. Musk is not asking. He’s requiring. The most powerful leverage move in enterprise AI sales history. #Musk #Grok #SpaceX #IPO #BREAKING #xAI #AI #WallStreet #Investing #Markets #NYT #Banks #Enterprise

🚨 BREAKING | 🇮🇷 Iran: Won’t Meet US in Islamabad — US Demands “Unacceptable” 🔹 Iran: Officially told mediators it will NOT meet US officials in Islamabad in coming days 🔹 Iran: US demands are “unacceptable” 💡 The ceasefire is collapsing in real time: 🔹 Axios: US + Iran “actively discussing ceasefire” — NOW Iran refusing to meet 🔹 F-15 shot down + SAR operation inside Iran = negotiations poisoned by military escalation 🔹 Iran “Hormuz no restrictions” signal earlier today = now reversed by this refusal 🔹 Islamabad = Pakistan as mediator — Iran just blocked Pakistan’s back-channel 🔹 “US demands unacceptable” = Trump’s “take the oil” + nuclear guarantees + Hormuz conditions ⚠️ The full picture today: 🔹 🟢 Iran: “Hormuz no restrictions” — peace signal 🔴 Iran: IRGC bombs AWS Bahrain — military escalation 🔴 Iran: Won’t meet in Islamabad — talks blocked 🔴 US F-15 shot down — US SAR inside Iran 🔹 Both sides negotiating AND escalating simultaneously 📊 Emergency market read: 🔴 $SPY $QQQ — ceasefire off the table near-term — risk-off 🟢 $USO $GLD — war extending = bid 🟢 $LMT $RTX $NOC — no deal = defense sustained 🔴 “Winding down in 2-3 weeks” narrative — credibility taking hits ⚡ Iran just walked away from the table. F-15 down. SAR inside Iran. Islamabad meeting cancelled. US demands rejected. This is escalation, not de-escalation. #Iran #Ceasefire #BREAKING #EMERGENCY #War #MiddleEast #Islamabad #Markets #Investing #SPY #QQQ #Oil #Escalation

🚨 BREAKING | 🇺🇸 US SAR Operation Underway INSIDE Iran After F-15 Crash — Witnesses 🔹 Witnesses: US Search and Rescue operation apparently underway inside Iran 🔹 Context: F-15 fighter jet shot down/crashed over Iran — crew missing 💥 A US SAR operation inside Iran = active incursion into Iranian territory: 🔹 CSAR (Combat SAR) = US special operations or rescue aircraft over Iranian soil 🔹 This is a de facto ground operation — the one Trump hasn’t officially authorized yet 🔹 US rescue teams inside Iran = Iran could engage, capture, or shoot down MORE US aircraft 🔹 If crew captured before rescue: Iran has US POWs = war changes completely 🔹 Hatami ordered monitoring of ground movements “with utmost accuracy” — hours ago ⚠️ This is the most dangerous moment of the war: 🔹 US aircraft inside Iran 🔹 Iran military on maximum alert 🔹 Ceasefire talks ongoing simultaneously 🔹 Trump ground ops authorization pending 🔹 Any engagement of US SAR forces = immediate escalation to full war 📊 Emergency market read — maximum risk-off: 🔴 $SPY $QQQ — US troops inside Iran = war at its most dangerous point 🟢 $USO $GLD — spike hard 🟢 $LMT $RTX $NOC — defense maximum 🔴 All risk assets — stand aside until SAR outcome confirmed ⚡ US rescue teams are on the ground in Iran. Right now. Looking for the F-15 crew. The war is at its most dangerous moment. #SAR #F15 #Iran #BREAKING #EMERGENCY #War #MiddleEast #Markets #Investing #Military #Escalation #Ground #Rescue

🚨 BREAKING | 🇺🇸 US F-15 Fighter Jet Shot Down Over Iran — Crew Search Underway 🔹 US F-15 fighter jet: Shot down over Iran 🔹 Status: Crew search underway 🔹 Source: Confirmed — no longer just Iranian media claim 💥 This is the most significant escalation of the entire war: 🔹 First US aircraft lost in combat over Iran — unprecedented since 1980s 🔹 Iran shot down a USAF F-15 = Iran retains air defense capability after 5,000 strikes 🔹 If crew captured: Iran has US POWs = MASSIVE negotiating leverage + escalation trigger 🔹 If crew KIA: First US combat deaths over Iran = political pressure on Trump surges 🔹 If crew rescued: CSAR (Combat Search and Rescue) operation = more US exposure ⚠️ What this means for the war: 🔹 Ceasefire talks (Axios) — now far more complex 🔹 Trump “take the oil” + F-15 shot down = two contradictory signals colliding 🔹 Ground ops authorization = Trump may pull the trigger NOW to rescue crew 🔹 “Harder strikes coming” — this is the provocation that triggers them 🔹 Iran retaining air defense = US air campaign has NOT fully suppressed Iran’s military 📊 Emergency market read: 🔴 $SPY $QQQ — F-15 down = war escalating, not ending — risk-off extreme 🟢 $USO — war deepening = oil spikes 🟢 $GLD — safe haven maximum bid 🟢 $LMT $RTX $GE $NOC — escalation = defense demand maximum 🔴 Iran ceasefire timeline — F-15 loss = weeks more of war, not days ⚡ An American F-15 was shot down over Iran. A crew is missing. This changes everything. #F15 #Iran #BREAKING #EMERGENCY #War #MiddleEast #Markets #Investing #Military #US #Escalation #Crew #SAR

🚨 SEMICONDUCTORS | 🟢 $MU $WDC — Xiaomi Raises Prices as Memory Chip Costs Surge 4x YoY 🔹 Xiaomi: Hiking smartphone prices ~200 yuan (~$29) 🔹 Reason: Memory chip costs surging 🔹 Memory prices: Up nearly 4x YoY 📊 Q2 2026 Memory Price Forecasts: 🔹 DRAM: +58%–63% QoQ 🟢🟢 🔹 NAND Flash: +70%–75% QoQ 🟢🟢 🔹 Driver: AI + data center demand tightening global supply 🔸 The Micron thesis confirmed in real-time: 🔹 Micron revenue nearly 3x — NOW we see why: Prices up 4x YoY 🔹 Cantor PT $700 — DRAM +58-63% QoQ = earnings acceleration incoming 🔹 Erste downgraded MU today — but these price forecasts = Erste may be early 🔹 AMAT + MU $5B EPIC Center = right investment at the right time 🔹 AI data centers eating all memory supply = smartphone consumers paying the price 📊 Watch: 🟢 $MU — DRAM +60% QoQ = earnings print in next quarter = massive upside to estimates 🟢 $WDC $SNDK — NAND +70-75% = Western Digital flash revenue surge 🔴 Smartphones/Consumer electronics — margin compression from memory cost spike 🔴 $AAPL — iPhone memory costs rising = margin pressure ⚡ DRAM up 60%. NAND up 70%. Xiaomi raising prices. The AI memory supercycle isn’t theory anymore. It’s showing up in your phone’s price tag. #Micron #MU #DRAM #NAND #Memory #BREAKING #Semiconductors #Xiaomi #AI #Investing #Markets #Smartphones #WDC

🚨 BREAKING | 🇺🇸 Trump: “With a Little More Time, We Can Easily Open Hormuz, Take the Oil” 🔹 Trump: “With a little more time, we can easily open the Hormuz Strait, take the oil” 💡 Unpacking this statement: 🔹 “A little more time” = war is not over yet, but the end is close — confirms 2-3 week timeline 🔹 “Easily open Hormuz” = US Navy escort + Iran’s “no restrictions” signal — the path is clear 🔹 “Take the oil” = THIS is the new statement — Trump signaling seizure of Iranian oil assets 🔹 Venezuela playbook: Trump referenced this earlier in the conflict — now directly stating it 🔹 Iran’s oil revenue = IRGC’s funding = cutting it off = the final strategic objective ⚠️ “Take the oil” — the geopolitical and market implication: 🔹 US seizing Iranian oil fields/revenue = unprecedented in modern history 🔹 Iran produces ~3M bpd — seized = more supply on market = oil down 🔹 BUT: Iran would never accept this = ground war escalation to enforce it 🔹 This could explain the $1.5T defense budget + $200B supplemental + weeks of ground ops prep 🔹 Trump NBC earlier: “Too soon to talk about seizing Iranian oil” — now he’s talking about it 📊 Market read: 🟡 $USO — seized Iranian oil = more supply medium-term bearish, but ground war = near-term spike 🟢 $LMT $RTX $GE — “take the oil” = extended operations = defense demand maximum 🟡 $SPY — this extends the war timeline, complicates the ceasefire narrative 🟢 $XOM $CVX — who operates seized Iranian oil? US majors = potential beneficiary ⚡ “Take the oil.” Trump just said it out loud. This isn’t just ending a war. It’s resource acquisition. The Iran war just got a new objective. #Trump #Iran #Oil #Hormuz #BREAKING #EMERGENCY #War #MiddleEast #Markets #Investing #Oil #Seizure #Historic

🚨 MACRO | 🟢 US March Jobs Report: 178K Payrolls + 4.3% Unemployment 🔹 Nonfarm Payrolls: +178,000 🟢 — beat vs ~150K est 🔹 Unemployment: 4.3% vs 4.4% est 🟢 🔹 ADP (Wednesday): Only +62K — massive divergence 💡 The ADP vs NFP gap: 🔹 ADP +62K vs NFP +178K = largest divergence in months 🔹 NFP includes government jobs — ADP is private only 🔹 Government hiring + military buildup (Iran war) could explain the gap 🔹 Or: ADP is a leading indicator and NFP will be revised down next month 🔹 Either way: Labor market stronger than Wednesday’s panic suggested 🔸 The stagflation update: 🔹 Jobs BETTER than feared — BofA’s -50bps GDP call = less severe than thought 🔹 BUT: 3.1% PCE still intact — inflation not going away with 178K jobs/month 🔹 Fed: Better jobs = less pressure to cut. Higher inflation = can’t cut. Still trapped. 🔹 HSBC max OW + Buffett “This is nothing” = validated by this print 📊 Market read: 🟢 $SPY $QQQ — 178K + 4.3% = much better than feared = gap up potential 🟢 $NVDA $AMD — not recessionary = buy the dip thesis confirmed 🟢 $MA $JPM — strong labor = consumer spending = financials 🟡 Fed June cut — stronger jobs = less urgency, but inflation still blocks ⚡ 178,000 jobs. 4.3% unemployment. After everyone was worried about 62K ADP. The labor market is holding. The economy is not in recession. Stagflation, not collapse. Buy the dip. #Jobs #NFP #Payrolls #BREAKING #Macro #Markets #Investing #SPY #QQQ #Fed #Labor #BuyTheDip #HSBC #Buffett

🚨 MACRO | 🟢 US March Unemployment Rate: 4.3% — Beat 🔹 Unemployment: 4.3% vs 4.4% est 🟢 — beat 🔹 Claims earlier: 202K vs 212K est 🟢 🔹 ADP payrolls: +62K 🔴 — hiring weak 🔸 The labor market paradox: 🔹 Unemployment rate DOWN = people not losing jobs 🔹 Hiring DOWN (ADP 62K) = companies not adding jobs 🔹 Explanation: Labor force participation declining = fewer people counted as unemployed 🔹 BofA stagflation: Labor market slowing but not collapsing = slow grind 🔹 Fed: 4.3% unemployment + 3.1% PCE = still stagflation, still no cut 📊 Watch: 🟢 $SPY $QQQ — better-than-feared labor = slight relief 🟡 Fed June cut — 4.3% jobs beat doesn’t change the inflation calculus 🟢 Risk assets broadly — economy not in freefall = floor under equities ⚡ 4.3% unemployment. Better than expected. Economy holding. Not great. Not a recession. Just stagflation. #Unemployment #Jobs #Macro #BREAKING #Markets #Investing #SPY #QQQ #Fed #Labor #Stagflation

📊 CORPORATE | 🟢 $NVDA Nvidia — Jensen: 75,000 Employees in 10 Years, Busier Than Ever 🔹 Jensen Huang: Expects MORE Nvidia employees in 10 years, not fewer 🔹 Vision: ~75,000 employees vs ~40,000 today — nearly doubling 🔹 Message: They will be “busier than ever” 🔸 Why this is a counter-narrative to the AI job loss story: 🔹 Oracle 30K layoffs “to fund AI” — Jensen says Nvidia is ADDING 35K jobs 🔹 AI displaces = true for some roles. AI enables = true for Nvidia 🔹 Nvidia’s growth = chips + software + data centers + robotics + autonomous vehicles 🔹 Every new AI vertical = more Nvidia engineers needed 🔹 Jensen’s confidence: Demand for AI compute = secular, multi-decade — Nvidia is the picks-and-shovels 🔸 The math: 🔹 40K → 75K = +87.5% headcount growth over 10 years 🔹 Nvidia revenue: ~$130B run rate today — if 75K employees at similar productivity = $250B+ 🔹 Microsoft targeting frontier AI 2027 + Musk ordering Nvidia at scale + every hyperscaler = Jensen’s demand floor 📊 Watch: 🟢 $NVDA — growth hiring = confidence signal from the CEO who has been right about everything 🟡 AI job displacement narrative — Jensen offering a different read: AI = more jobs, not fewer (at least at Nvidia) ⚡ Oracle laid off 30,000 to pay for AI. Nvidia is hiring 35,000 more because of AI. Depends which side of the wave you’re on. #Nvidia #NVDA #Jensen #BREAKING #AI #Jobs #Investing #Markets #Hiring #Tech #GPU #Semiconductor