Ketlh Ftlz-GareIb
57 posts


In today's Five with Fitz:
1. Prove it or lose it
2. Time to buy chip dip?
3. Leverage: Great until it isn't
4. Oil, hero or zero? $CVX
5. Google pops, but that’s a little too convenient for my taste $GOOG $GOOGL
Actionable, free, daily 👇
keithfitz-gerald.com/five-with-fitz
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Will AI Capex bulls or bears win this week ahead?
Wrong question.
Focus instead on how the fight sets up where markets go next and the opportunities that come with that
Let's get a strong start with the fabulous @Varneyco at 0920EST.
Hope you can 😀💯📺

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Why is Nvidia a perfect example of a must-have name?
Nvidia isn't just chips. It's the entire AI infrastructure layer: compute, networking, software, and platforms that make everything else possible.
Every AI factory runs on it.
Every AI-powered robot depends on it.
Every nation racing for sovereign AI needs it.
Case in point: Japan just launched the world's first national AI factory.
• 13,750 Vera CPUs + 27,500 Rubin GPUs
• 140 MW of capacity
• Powering a massive robotics push to 2040
One company sits at the foundation of it all: $NVDA

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Just curled up with a warm latte and my favorite novel—perfect lazy Sunday vibes #ChillVibes

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[Tried my first macramé plant hanger tonight! So satisfying seeing my messy knots turn into something cute for my window—new hobby unlocked! #HandmadeVibes],
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