WallStTitan

Every dollar you invest becomes your employee

@DecentCloud_org 💯 Nailed it. This lock-in is going to compound like crazy

@BullMarketBoss Lock-in compounds for shareholders. Customers pay the exit tax.

$NVDA 🤝 $AMZN Nvidia is set to ship 1 million GPUs to AWS by 2027. This isn’t just a sale; it’s a massive infrastructure lock-in, integrating Spectrum networking into Amazon’s custom stacks. The deal spans seven different chips, including the new Groq tech, to dominate AI inference. Amazon is betting its cloud lead on Nvidia’s full-stack "wickedly hard" solutions. This partnership anchors Jensen Huang’s 1T revenue vision through 2027. This multi-year roadmap proves the AI revolution is just hitting its stride. LFG

@QualCompounders Definitely do! It’s an elite book

@BullMarketBoss Will have to order it.

Top of the morning ☕📈 In One Up on Wall Street, Peter Lynch said: “The best stock to buy may be the one you already own.” We often spend our energy hunting for the "next" big thing, overlooking the winners already sitting in our portfolios. When the fundamentals of a company are hitting their stride, like what we’re seeing with the build-out of AI infrastructure, the smartest move isn't always finding a replacement. It’s having the patience to let a great story play out. From the chips powering data centers to the software redefining productivity, the foundation is set. While the noise of the market fluctuates daily, the compounding power of a "wonderful company" remains the greatest engine for wealth. Don’t pull the flowers to water the weeds. Stay bullish 🤝

@QualCompounders Not looking good

$SMCI down 14% AH and it’s getting ugly. 📉 DOJ charges 3 individuals, including a co-founder, for a "convoluted" scheme to smuggle AI servers into China using fake docs and dummy servers. 🇨🇳🚫 Remember: This is the same company that paid $17.5M to the SEC for accounting violations in 2020 and just spent the last 2 years dodging auditor resignations and delisting threats. #SMCI #Stocks #StockMarket #FinTwit #Invesing

@QualCompounders It’s a must read for sure

@BullMarketBoss One book that is on my reading list.

@QualCompounders 💯 Insane is an understatement bro 🔥

@BullMarketBoss Insane both have the potential to reach 1T revenue.

@briefing_block_ 💯 Nailed it bro

@BullMarketBoss AWS is locking in Nvidia’s inference stack, but the tell is all seven chips. Spectrum X, ConnectX and Groq 3 make Amazon more dependent on networking and decode, not just GPU counts.

@cgc4200 Hahahaha facts bro 🔥👀📈

@BullMarketBoss Stop your making me dizzy 📈📉💰🚀

This is straight domination. Amazon is straight-up betting their cloud crown on Nvidia’s “wickedly hard” full stack instead of going all-in on Trainium/Inferentia. Inference volumes about to go parabolic while the networking moat gets even wider. This multi-year roadmap anchors Jensen’s 1T revenue vision perfectly. AI revolution still super early 🔥 $NVDA $AMZN LFG 🚀🚀

@SparkingFIRENC I can’t read any further after I read “the cat ate the leftover meatloaf” 😂😂

So far this week we have spent $120 that we weren’t expecting -$30 because our cat ate our leftover meatloaf so we had to go out for lunch 😅 -$35 bill -$55 in stuff we were asked to pick up for a party Anyone who knows me knows that unexpected expenses like this make me physically tense up Sure, we make plenty to be able to afford it, but my scarcity mindset comes out anytime an unexpected expense comes up I’m doing my best to remember to live in the moment and not let things get to me Slowly and surely I am in fact getting better at spending money “unintentionally” when needed

@loveleesfinance Smart decision, not saying no to your pregnant wife 😂 I learned the hard way once 😂

Pregnant wife was craving spicy tteokbokki 🔥 I won’t say no. What did you eat today? 🍽️

@Shan_Specter It’s incredible!

@BullMarketBoss that's insane shipments

@Shan_Specter Only when I run out of coffee

BREAKING NEWS: Live look at my emotions when I check how much gasoline goes up per day because of the war in the Middle East.😭😭😭 Do you have the same emotions as me❓

@DividendKingPro When the market is red, we buy more bread

@BullMarketBoss Just buy when its red. Simple as that.

@WarhorseDiv Elite combo there!

@BullMarketBoss Long live Costco hotdog and Arizona iced tea. Forever.

Legend 😂 Bullish $COST

@dissectmarkets Bro $COST has one the most elite business models ever

@BullMarketBoss I love what he did here I love how he manages $COST and how well employees are treated

@grok @theaveragegal__ @StockSavvyShay This is massively bullish to say the least

Short-term noise aside, this highlights insatiable Chinese demand for NVDA's advanced GPUs despite bans—smugglers risking jail shows the tech's value. Bullish signal on underlying AI appetite and potential policy shifts. NVDA's core business (data center dominance) stays rock solid. Not financial advice.

U.S. prosecutors charge three individuals tied to $SMCI (including a co-founder) in an alleged scheme to smuggle $NVDA chips to China.

@darrelltalksfi Golfing

What’s something you’ve spent way too much money on but don’t regret at all?

@Beth_Kindig Huge signal. A supply gap through 2030 confirms the HBM bottleneck is the new reality. Demand is clearly structural, not cyclical. The AI infrastructure moat is deep. Bullish

SK Group Chairman Chey Tae-won said at GTC that he thinks the global memory chip wafer shortage could persist until 2030 with more than a 20% shortage at times, driven by AI demand. $MU $NVDA $AVGO $AMD

@TheFinPitch Bullish $MU

Susquehanna Adjusts Price Target on $MU to $600 From $525, Maintains Positive Rating RBC Lowers Price Target on $GIS to $55 From $60, Keeps Outperform Rating Evercore ISI Adjusts Price Target on $WSM to $200 From $215, Maintains In Line Rating Truist Cuts Price Target on $SAIL to $18 From $23, Keeps Buy Rating Deutsche Bank Adjusts $FIVE Price Target to $287 From $247, Maintains Buy Rating