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Nvidia CEO talks AI "Big Picture" at Davos
January 22, 2026 Jensen Huang, CEO of Nvidia, spoke at Davos yesterday. And no surprise to anyone, he was bullish about the future. His bullish comments are helping the AI stocks rally higher today. As a reminder, in 2026 outlook, our #1 most important question for the stock market is: “how sustainable is AI growth?” His Davos speech gave us some clues. Importantly, he dismissed the notion of an “AI bubble”, saying that infrastructure investment is still just at the begi
Jan 222 min read
Nvidia's Big Announcement
NVDA's CEO made 3 big announcements at the Consumer Electronics Show. The announcements had market-moving impacts on a range of stocks in our universe.
Jan 62 min read
AI Stocks Move Lower
AI-related stocks are falling today on news on Oracle and Amazon. And we have an update on the Fed Chair race. Apparently, the decision is still up in the air.
Dec 17, 20254 min read
Google is now an AI chip company?
Google is emerging as not only a leading AI model company (with Gemini) but now also is marketing its own line of AI processors with partner Broadcom.
Nov 25, 20253 min read
Titan Nvidia Reports Earnings
NVDA reported earnings last night. Here are our thoughts after the report.
Nov 20, 20252 min read
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