🇨🇭 Global One SI - Prompt
AI can now create dividend portfolios that can generate $100,000 in passive income a year - for free. Here are 12 powerful Perplexity prompts With which you will find safe + growing dividend stocks. Save this thread.
11. The Schwab Dividend Aristocrat vs Dividend King Comparator
"You are a senior research analyst at Charles Schwab who compares Dividend Aristocrats (25+ years of increases) against Dividend Kings (50+ years of increases) to determine which category builds more wealth and safer income over a lifetime.
I need a complete comparison helping me decide whether to focus on Aristocrats, Kings, or a blend.
Compare:
- Universe overview: how many Aristocrats (65+) and Kings (50+) exist currently and their average characteristics
- Yield comparison: average yield of Aristocrats vs Kings and which group pays more today
- Growth rate comparison: average dividend growth rate of Aristocrats vs Kings over the last 10 years
- Total return comparison: which group has outperformed the S&P 500 and each other over 10 and 20 years
- Recession resilience: which group held up better during 2008, 2020, and 2022 market crashes
- Sector representation: are Kings too concentrated in certain sectors and are Aristocrats more diversified
- Quality metrics: average ROE, debt levels, and payout ratios for each group
- Rising stars: companies with 15-24 consecutive increases that are likely the next Aristocrats
- Top 10 from each: the 10 best Aristocrats and 10 best Kings ranked by combination of yield, growth, and safety
- Optimal portfolio blend: the ideal mix of Aristocrats and Kings for my specific income and growth goals
Format as a Schwab-style comparative analysis with side-by-side metrics, top picks from each category, and a portfolio allocation recommendation.
My preference: [DESCRIBE WHETHER YOU PRIORITIZE HIGHER CURRENT YIELD, FASTER DIVIDEND GROWTH, OR MAXIMUM SAFETY]"
"You are a senior research analyst at Charles Schwab who compares Dividend Aristocrats (25+ years of increases) against Dividend Kings (50+ years of increases) to determine which category builds more wealth and safer income over a lifetime.
I need a complete comparison helping me decide whether to focus on Aristocrats, Kings, or a blend.
Compare:
- Universe overview: how many Aristocrats (65+) and Kings (50+) exist currently and their average characteristics
- Yield comparison: average yield of Aristocrats vs Kings and which group pays more today
- Growth rate comparison: average dividend growth rate of Aristocrats vs Kings over the last 10 years
- Total return comparison: which group has outperformed the S&P 500 and each other over 10 and 20 years
- Recession resilience: which group held up better during 2008, 2020, and 2022 market crashes
- Sector representation: are Kings too concentrated in certain sectors and are Aristocrats more diversified
- Quality metrics: average ROE, debt levels, and payout ratios for each group
- Rising stars: companies with 15-24 consecutive increases that are likely the next Aristocrats
- Top 10 from each: the 10 best Aristocrats and 10 best Kings ranked by combination of yield, growth, and safety
- Optimal portfolio blend: the ideal mix of Aristocrats and Kings for my specific income and growth goals
Format as a Schwab-style comparative analysis with side-by-side metrics, top picks from each category, and a portfolio allocation recommendation.
My preference: [DESCRIBE WHETHER YOU PRIORITIZE HIGHER CURRENT YIELD, FASTER DIVIDEND GROWTH, OR MAXIMUM SAFETY]"
🇨🇭 Global One SI - Prompt
AI can now create dividend portfolios that can generate $100,000 in passive income a year - for free. Here are 12 powerful Perplexity prompts With which you will find safe + growing dividend stocks. Save this thread.
12. The Berkshire Hathaway $100K Passive Income Roadmap
"You are Warren Buffett writing a personal letter to a young investor explaining exactly how to build a dividend portfolio that generates $100,000 per year in passive income — the step-by-step roadmap from $0 to financial freedom through dividend compounding.
I need a complete roadmap showing the exact path to $100K/year in dividend income.
Map:
- Target math: at a 4% yield, I need a $2.5M portfolio — at 3% yield with 8% growth, I need less because income compounds
- Starting point assessment: my current savings, monthly investment capacity, and existing dividend holdings
- Phase 1 (Years 1-5): accumulate aggressively, reinvest all dividends, focus on dividend growth stocks yielding 2-3%
- Phase 2 (Years 6-10): portfolio reaches critical mass, dividend snowball accelerates, yield-on-cost climbs above 4%
- Phase 3 (Years 11-15): approaching the goal, begin transitioning from DRIP to cash income for lifestyle
- Phase 4 (Maintenance): $100K+ annual income flowing, focus shifts to preservation and continued growth above inflation
- Monthly contribution plan: how much I need to invest monthly to hit $100K income by my target date
- Stock selection for each phase: growth-focused dividend stocks early, higher yielders as I approach the income goal
- The power of raises: if my stocks grow dividends 8% annually, my $50K income becomes $100K in 9 years without investing another dollar
- Milestone tracker: portfolio value and annual income targets at year 1, 3, 5, 10, 15, and 20
Format as a Warren Buffett-style letter to a young investor with a decade-by-decade roadmap, milestone table, and the exact math behind the $100K passive income goal.
My starting point: [ENTER YOUR CURRENT AGE, SAVINGS, MONTHLY INVESTMENT AMOUNT, EXISTING INVESTMENTS, AND BY WHAT AGE YOU WANT $100K/YEAR IN PASSIVE INCOME]"
"You are Warren Buffett writing a personal letter to a young investor explaining exactly how to build a dividend portfolio that generates $100,000 per year in passive income — the step-by-step roadmap from $0 to financial freedom through dividend compounding.
I need a complete roadmap showing the exact path to $100K/year in dividend income.
Map:
- Target math: at a 4% yield, I need a $2.5M portfolio — at 3% yield with 8% growth, I need less because income compounds
- Starting point assessment: my current savings, monthly investment capacity, and existing dividend holdings
- Phase 1 (Years 1-5): accumulate aggressively, reinvest all dividends, focus on dividend growth stocks yielding 2-3%
- Phase 2 (Years 6-10): portfolio reaches critical mass, dividend snowball accelerates, yield-on-cost climbs above 4%
- Phase 3 (Years 11-15): approaching the goal, begin transitioning from DRIP to cash income for lifestyle
- Phase 4 (Maintenance): $100K+ annual income flowing, focus shifts to preservation and continued growth above inflation
- Monthly contribution plan: how much I need to invest monthly to hit $100K income by my target date
- Stock selection for each phase: growth-focused dividend stocks early, higher yielders as I approach the income goal
- The power of raises: if my stocks grow dividends 8% annually, my $50K income becomes $100K in 9 years without investing another dollar
- Milestone tracker: portfolio value and annual income targets at year 1, 3, 5, 10, 15, and 20
Format as a Warren Buffett-style letter to a young investor with a decade-by-decade roadmap, milestone table, and the exact math behind the $100K passive income goal.
My starting point: [ENTER YOUR CURRENT AGE, SAVINGS, MONTHLY INVESTMENT AMOUNT, EXISTING INVESTMENTS, AND BY WHAT AGE YOU WANT $100K/YEAR IN PASSIVE INCOME]"
🇨🇭 Global One SI - Prompt
That's a big boom... Jeff Bezos' Blue Origin rocket explodes in spectacular fashion.
Space is hard.
Makes you appreciate the incredible track record of $RKLB Electron and $SPCX Falcon 9 even more.
Makes you appreciate the incredible track record of $RKLB Electron and $SPCX Falcon 9 even more.
✍1
🇨🇭 Global One SI - Prompt
Photo
Smart Money Tracking on Polymarket: How to Copy the Best Traders and Steal Their Edge (+ Full Guide)
While most retail traders chase headlines and emotions, smart traders quietly accumulate large positions based on data, probability, and proven edge
This gap between narrative-driven trading and cold data-driven execution is exactly where consistent profits are made on Polymarket
> Real example from the current market
Take the market “Nothing Ever Happens in May”. While retail was aggressively buying “Something Happens” based on news and FUD, smart traders were loading up on “Nothing Happens” at 8–15 cents
They saw the real probability, entered early with size, and as the outcome became obvious, the “Nothing Happens” side pumped hard. Many of them turned 10–20x on that position
> How to actually do Smart Money tracking (guide)
You can do this easily through Parity Terminal: predictparity.com
1. Search for traders
• Go to Traders tab
• Sort by Win Rate, Total PnL, Volume
• Filters: Win Rate 65%+, positive PnL (30d/90d), decent volume.
• Add only consistent traders (not one lucky big win)
2. Add to Watchlist
• Click on the trader → open profile → Add to Watchlist
• Create separate lists (e.g. “Weather Smarts”, “Crypto Smarts”, “High Conviction”)
3. Track their moves
• Go to Live Trades
• Enable filter by your Watchlist
• Look for convergence: 3+ smart traders from your list entering the same outcome in a short period of time
This is one of the highest-ROI habits you can build on Polymarket
You stop guessing what “should” happen and start following people who have already proven they can find edge
While most retail traders chase headlines and emotions, smart traders quietly accumulate large positions based on data, probability, and proven edge
This gap between narrative-driven trading and cold data-driven execution is exactly where consistent profits are made on Polymarket
> Real example from the current market
Take the market “Nothing Ever Happens in May”. While retail was aggressively buying “Something Happens” based on news and FUD, smart traders were loading up on “Nothing Happens” at 8–15 cents
They saw the real probability, entered early with size, and as the outcome became obvious, the “Nothing Happens” side pumped hard. Many of them turned 10–20x on that position
> How to actually do Smart Money tracking (guide)
You can do this easily through Parity Terminal: predictparity.com
1. Search for traders
• Go to Traders tab
• Sort by Win Rate, Total PnL, Volume
• Filters: Win Rate 65%+, positive PnL (30d/90d), decent volume.
• Add only consistent traders (not one lucky big win)
2. Add to Watchlist
• Click on the trader → open profile → Add to Watchlist
• Create separate lists (e.g. “Weather Smarts”, “Crypto Smarts”, “High Conviction”)
3. Track their moves
• Go to Live Trades
• Enable filter by your Watchlist
• Look for convergence: 3+ smart traders from your list entering the same outcome in a short period of time
This is one of the highest-ROI habits you can build on Polymarket
You stop guessing what “should” happen and start following people who have already proven they can find edge
✍1
🇨🇭 Global One SI - Prompt
$ORCL just reclaimed a major resistance level around $200. This isn’t just another software stock. Oracle has become one of the biggest beneficiaries of the AI infrastructure buildout through cloud, data centers and enterprise AI demand. Technically: …
$ORCL Breakout confirmed!! Freedom ahead
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🇨🇭 Global One SI - Prompt
$PURR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$PURR is no longer “setting up.”
It’s executing.
When I posted this chart, it was breaking out of the channel.
Now?
Higher highs.
Higher lows.
Volume expansion.
OBV at new highs.
This is exactly how momentum leaders behave before the crowd fully notices.
The crypto narrative remains hot.
ETF flows remain strong.
Institutional participation keeps increasing.
And $PURR continues separating itself from the pack.
Sometimes the strongest charts tell the story before the headlines do. 👀🔥
#PURR #Bitcoin #CryptoStocks #Momentum #Trading #StockMarket #Bullish #Breakout #DigitalAssets #CryptoETF
It’s executing.
When I posted this chart, it was breaking out of the channel.
Now?
Higher highs.
Higher lows.
Volume expansion.
OBV at new highs.
This is exactly how momentum leaders behave before the crowd fully notices.
The crypto narrative remains hot.
ETF flows remain strong.
Institutional participation keeps increasing.
And $PURR continues separating itself from the pack.
Sometimes the strongest charts tell the story before the headlines do. 👀🔥
#PURR #Bitcoin #CryptoStocks #Momentum #Trading #StockMarket #Bullish #Breakout #DigitalAssets #CryptoETF
➥ The American regulator has allowed KalshiEX to launch BTCPERP - perpetual futures on the spot price of BTC.
➥ Why this is important: Previously, similar products in the US were already launched by the Coinbase exchange, but there was a different structure - futures "in the style of perpetual" with a 5-year term and launch through self-certification, when the platform itself confirms compliance with the rules, and the CFTC does not object.
❗️Now the CFTC themselves have issued an "Order for Approval" - direct permission for listing.
➥ Separately, the regulator confirmed the status of some of Deribit's perpetual futures as "foreign futures" - foreign futures according to US rules. This removes the dispute over the legal classification of these contracts for Coinbase.
➥ Also, the regulator gave Coinbase a "no-action relief" on margin. This means, that the CFTC will not recommend sanctions if, subject to certain conditions, client crypto assets and payment stablecoins are transferred to a foreign broker-affiliate as margin.
➥ The approval of BTCPERP on Kalshi does not automatically give a green light to perpetual futures on any coins. The CFTC stated that it plans to review such new products separately.
➥ Perpetual futures are one of the main tools of crypto trading on Binance, Bybit and other global exchanges. Now the US is beginning to transfer this market to a regulated framework with CFTC oversight, registered platforms and clear rules for institutions.
CFTC releases: 1, 2, 3
UPD: Coinbase Financial Markets is now the first and only fully regulated FCM-provider in the US, providing access to global cryptocurrency derivatives markets, including perpetual futures and options on cryptocurrency - release
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🇨🇭 Global One SI - Prompt
$IBM 👀 One of the most overlooked AI / Quantum infrastructure charts in the entire market right now. Everyone keeps chasing the small-cap quantum names… Meanwhile: $IBM quietly keeps building REAL enterprise AI + quantum infrastructure at global scale.…
$IBM one question, Who is with me HERE???
$NOW is quietly becoming one of the strongest AI infrastructure winners in the market.
Most investors still see enterprise software.
Institutions increasingly see the operating system behind enterprise AI deployment.
AI agents.
Workflow automation.
Enterprise productivity.
Recurring revenue.
Massive free cash flow.
The chart is confirming the story:
Higher highs.
Higher lows.
Strong relative strength.
Persistent dip buying.
Leaders tend to stay leaders.
$NOW continues to act like an institutional favorite.
$500 next month??
Most investors still see enterprise software.
Institutions increasingly see the operating system behind enterprise AI deployment.
AI agents.
Workflow automation.
Enterprise productivity.
Recurring revenue.
Massive free cash flow.
The chart is confirming the story:
Higher highs.
Higher lows.
Strong relative strength.
Persistent dip buying.
Leaders tend to stay leaders.
$NOW continues to act like an institutional favorite.
$500 next month??
🇨🇭 Global One SI - Prompt
$JDZG step by step!! also working well the plan
$JDZG When I first highlighted this name, it was trading around $2.21.
Today?
Nearly $5.00.
That’s more than a 100% move while most traders were still ignoring it.
What’s interesting is that the chart actually looks stronger now than it did at the original call:
• breakout confirmed
• volume expanding
• OBV making new highs
• RSI firmly bullish
• momentum continues accelerating
• buyers defending every pullback
This is exactly why I watch ultra-small caps.
They don’t need billions of dollars.
They just need the right setup, improving accumulation, and a market willing to pay attention.
The original thesis wasn’t about what JDZG was.
It was about what the chart was telling us before everyone else noticed.
And so far, the chart has been right. 👀🔥
#JDZG #Stocks #Trading #Breakout #Momentum #SmallCaps #StockMarket #Bullish
Today?
Nearly $5.00.
That’s more than a 100% move while most traders were still ignoring it.
What’s interesting is that the chart actually looks stronger now than it did at the original call:
• breakout confirmed
• volume expanding
• OBV making new highs
• RSI firmly bullish
• momentum continues accelerating
• buyers defending every pullback
This is exactly why I watch ultra-small caps.
They don’t need billions of dollars.
They just need the right setup, improving accumulation, and a market willing to pay attention.
The original thesis wasn’t about what JDZG was.
It was about what the chart was telling us before everyone else noticed.
And so far, the chart has been right. 👀🔥
#JDZG #Stocks #Trading #Breakout #Momentum #SmallCaps #StockMarket #Bullish
🇨🇭 Global One SI - Prompt
Everyone hated $SPCE at $2. Everyone ignored it at $3. Now the chart just broke the downtrend with the biggest volume seen in months. The moment retail realizes: → flight testing is approaching → cash burn is falling → survival odds keep improving this…
$SPCE 🚀
To everyone who stayed with me on this one…
Congratulations.
Seriously.
A lot of people laughed when we started talking about Virgin Galactic.
The narrative was dead.
The company was finished.
Nobody wanted to hear the story.
But the chart was telling a different story.
While most people focused on the past, we focused on what was changing:
• flight testing advancing
• cash burn improving
• expenses declining
• liquidity returning
• volume expanding
• accumulation building
And most importantly…
Patience.
Today is not just a good day for shareholders.
It’s a great day for everyone who trusted the process when the crowd was screaming the opposite.
The reality is that the biggest winners are rarely comfortable at the beginning.
They are usually hated.
Ignored.
Mocked.
Until suddenly they aren’t.
The market is finally starting to realize what we’ve been discussing for weeks:
Virgin Galactic is no longer trading as a bankruptcy story.
It’s starting to trade as a turnaround story.
A huge thank you to all my loyal followers who stayed focused, stayed disciplined, and ignored the daily noise.
This move belongs to you as much as anyone.
And remember…
As always, trust the process, avoid the noise, and have patience.
As you can see, the result is this. 🚀🔥
#SPCE #VirginGalactic #SpaceEconomy #SpaceStocks #StockMarket #Investing #Trading #TurnaroundStory #Momentum #PatiencePays
To everyone who stayed with me on this one…
Congratulations.
Seriously.
A lot of people laughed when we started talking about Virgin Galactic.
The narrative was dead.
The company was finished.
Nobody wanted to hear the story.
But the chart was telling a different story.
While most people focused on the past, we focused on what was changing:
• flight testing advancing
• cash burn improving
• expenses declining
• liquidity returning
• volume expanding
• accumulation building
And most importantly…
Patience.
Today is not just a good day for shareholders.
It’s a great day for everyone who trusted the process when the crowd was screaming the opposite.
The reality is that the biggest winners are rarely comfortable at the beginning.
They are usually hated.
Ignored.
Mocked.
Until suddenly they aren’t.
The market is finally starting to realize what we’ve been discussing for weeks:
Virgin Galactic is no longer trading as a bankruptcy story.
It’s starting to trade as a turnaround story.
A huge thank you to all my loyal followers who stayed focused, stayed disciplined, and ignored the daily noise.
This move belongs to you as much as anyone.
And remember…
As always, trust the process, avoid the noise, and have patience.
As you can see, the result is this. 🚀🔥
#SPCE #VirginGalactic #SpaceEconomy #SpaceStocks #StockMarket #Investing #Trading #TurnaroundStory #Momentum #PatiencePays
▪️Market expectations (Fed rate):
- PAUSE until January 2027, then a rate hike in March 2027.
- A rate cut is not expected for now.
▪️Kashkari, Fed Chairman:
- The inflationary shock that spread across the world due to the war in the Middle East may persist. But it's too early to conclude that the Fed should raise the rate soon.
▪️Cook, Fed Chairman:
- The right course now is to keep the rate unchanged.
- Risks are increasingly shifting towards high inflation, and this is clearly the wrong direction.
- We are ready to raise the rate if the expected disinflation does not appear on time. If oil prices go in the wrong direction, this will be a problem.
▪️Williams, Fed Chairman:
- Sustained high inflation would require a higher rate, but we are not in such a situation today.
▪️Musalem, Fed Chairman:
- There is a scenario in which the economy may need a rate hike. If we don't see disinflation over the next 1-2 quarters, this will cause me concern.
▪️Daley, Fed Chairman:
- I'm cautiously optimistic about the economy. It's important for the Fed to restore price stability, but not at the expense of harming the economy.
▪️Bowman, Fed Chairman:
- The response to a temporary energy shock could complicate the economic situation.
- The Fed's current policy aimed at moderate restraint helps to maintain employment and reduce inflation.
- The longer the war in the Middle East continues, the higher the risks to inflation.
▪️Paulson, Fed Chairman:
- The Fed's current policy helps to contain higher inflation. Keeping the rate unchanged gives the Fed room to analyze the data.
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🇨🇭 Global One SI - Prompt
$CPSH as a space bottleneck (NFA DYOR) is ~ 226.79M market cap. $SIDU ~ 470.39M $VELO ~ 757.84M $SPIR ~ 990.79M $SATL ~ 1.38B $BKSY ~ 1.87B $VOYG ~ 2.91B $RDW ~ 4.72B $LUNR ~ 8.61B $FLY ~ 9.74B $PL ~ 17.20B $ASTS ~ 49.26B $RKLB ~ 83.43B $SPCX SpaceX IPO…
Sometimes you have to give some to win some.
Have a great weekend!
Have a great weekend!
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JPMorgan CEO Jamie Dimon lashes out at The Clarity Act, says banks are going to fight it and Coinbase CEO Brian Armstrong is "full of sh*t" 😳
"We'll fight it. If we lose, we lose. It will be fought."
The Bankers are MAD they're losing.
"We'll fight it. If we lose, we lose. It will be fought."
The Bankers are MAD they're losing.
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💥BOOM!
🚨IT'S OFFICIAL: 🇺🇸 The SEC has categorized the Digital Assets and is prepared for market entry.
"I think the Congress will pass the CLARITY Act and President Trump will sign it."
🚨IT'S OFFICIAL: 🇺🇸 The SEC has categorized the Digital Assets and is prepared for market entry.
"I think the Congress will pass the CLARITY Act and President Trump will sign it."
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"I feel like there are 3 asteroids heading for Earth."
(SpaceX, Anthropic, OpenAI)
"Can the market really support that much supply of new tech stocks all at the same time?"
(SpaceX, Anthropic, OpenAI)
"Can the market really support that much supply of new tech stocks all at the same time?"
🇨🇭 Global One SI - Prompt
I recently hired Claude as my personal CFO, and it's been the best thing I've done for my finances in years. It operates as a McKinsey-level analyst across all my financial data, context, and goals. If you want to level up your finances, inject this prompt…
If you're still not using /goal inside of Codex, you're missing out big time.
I recently shared this insanely powerful /goal prompt that lets your AI agents work autonomously for 8+ hours straight.
If you haven't tried it yet, you'll want to save this & inject it into Codex:
I recently shared this insanely powerful /goal prompt that lets your AI agents work autonomously for 8+ hours straight.
If you haven't tried it yet, you'll want to save this & inject it into Codex:
✍1
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Larry Ellison, the man who built Oracle into a $500 billion enterprise software empire and he said something that every investor needs to hear (Save this).
"By 2029, I can guarantee you, AI is not going to be the problem."
The problem is going to be compute specifically, who has enough of it and who does not.
Ellison described the current AI race in terms that strip away all the abstract commentary about models and capabilities and reduce it to the one thing that actually determines who wins: "Me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money, please."
Citigroup raised its forecast for AI infrastructure spending to $2.8 trillion through 2029, with hyperscalers already spending at a $490 billion annual rate by end of 2026 and the firm estimates global AI compute demand will require 55 gigawatts of new power capacity by 2030 at a cost of approximately $50 billion per gigawatt.
Sam Altman publicly thanked Jensen Huang this past March for significantly increasing NVIDIA's capacity at AWS, the CEO of the most important AI lab in the world writing a thank you note to the chip supplier because compute is still the binding constraint on everything OpenAI wants to build.
Ellison's point about getting there first is the part of this clip that deserves a second read.
He named three specific races, self-driving, reading cancer biopsy slides, and synthesizing video and said that being first in each one is a big deal.
The logic is that in winner take most AI markets, the first mover trains the best model, the best model attracts the most usage, the most usage generates the most data, and the most data trains the next best model, a compounding loop that the second-place finisher never catches up to.
"The guys in this race are very smart and they understand they need to be best at something," Ellison said.
What makes this clip so important right now is the timing.
The AI GPU chip market is projected to grow at a 32.4% CAGR through 2029, reaching $145 billion in incremental spend, and NVIDIA's data center revenue is already running at a pace that would have seemed impossible three years ago.
Every major hyperscaler, Microsoft, Amazon, Google, Oracle, Meta is no longer funding AI capex from operating cash flows alone, they are borrowing to keep up, because falling behind in compute now means ceding the winner-take-most race Ellison just described.
"By 2029, I can guarantee you, AI is not going to be the problem."
The problem is going to be compute specifically, who has enough of it and who does not.
Ellison described the current AI race in terms that strip away all the abstract commentary about models and capabilities and reduce it to the one thing that actually determines who wins: "Me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money, please."
Citigroup raised its forecast for AI infrastructure spending to $2.8 trillion through 2029, with hyperscalers already spending at a $490 billion annual rate by end of 2026 and the firm estimates global AI compute demand will require 55 gigawatts of new power capacity by 2030 at a cost of approximately $50 billion per gigawatt.
Sam Altman publicly thanked Jensen Huang this past March for significantly increasing NVIDIA's capacity at AWS, the CEO of the most important AI lab in the world writing a thank you note to the chip supplier because compute is still the binding constraint on everything OpenAI wants to build.
Ellison's point about getting there first is the part of this clip that deserves a second read.
He named three specific races, self-driving, reading cancer biopsy slides, and synthesizing video and said that being first in each one is a big deal.
The logic is that in winner take most AI markets, the first mover trains the best model, the best model attracts the most usage, the most usage generates the most data, and the most data trains the next best model, a compounding loop that the second-place finisher never catches up to.
"The guys in this race are very smart and they understand they need to be best at something," Ellison said.
What makes this clip so important right now is the timing.
The AI GPU chip market is projected to grow at a 32.4% CAGR through 2029, reaching $145 billion in incremental spend, and NVIDIA's data center revenue is already running at a pace that would have seemed impossible three years ago.
Every major hyperscaler, Microsoft, Amazon, Google, Oracle, Meta is no longer funding AI capex from operating cash flows alone, they are borrowing to keep up, because falling behind in compute now means ceding the winner-take-most race Ellison just described.
👀1
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🇺🇸 Treasury Secretary Scott Bessent says the U.S. Government has seized $1 billion of Iran's crypto:
"Just outright grabbed the wallets. Some of them may be typing in right now and might not realize their wallet had been grabbed."
"Just outright grabbed the wallets. Some of them may be typing in right now and might not realize their wallet had been grabbed."
💯1
🇺🇸 6 million American kids are getting a $1,000 stock portfolio next month whether their parents know about it or not.
Trump Accounts launch on July 4th. IRA-style savings accounts for every American under 18, with the government seeding $1,000 for kids born during Trump's second term.
Parents can add up to $5,000 a year tax-free. Michael Dell is throwing in $250 per account for kids who missed the cutoff. Nicki Minaj is contributing up to $300,000 for her fans' kids.
Leave it alone for 18 years and that $1,000 becomes $10,000-$20,000 minimum.
The catch: you have to sign up yourself. Nobody's doing it for you.
TrumpAccounts .gov. Form 4547. Go.
Source: NY Post
Trump Accounts launch on July 4th. IRA-style savings accounts for every American under 18, with the government seeding $1,000 for kids born during Trump's second term.
Parents can add up to $5,000 a year tax-free. Michael Dell is throwing in $250 per account for kids who missed the cutoff. Nicki Minaj is contributing up to $300,000 for her fans' kids.
Leave it alone for 18 years and that $1,000 becomes $10,000-$20,000 minimum.
The catch: you have to sign up yourself. Nobody's doing it for you.
TrumpAccounts .gov. Form 4547. Go.
Source: NY Post