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Timestamps for this stock market recap:
00:00 4 Weeks of Extreme Fear
01:29 NVIDIA Invests $2B in Nebius (NBIS)
03:37 Microsoft Below 200 Week Avg (MSFT)
06:35 NVIDIA Invests $2B in Marvell (MRVL)
09:13 Broadcom's Major Chip Deal (AVGO)
10:52 CRWD & PANW – A Major Advantage
12:19 Google TurboQuant & Memory Stocks
15:44 SpaceX IPO & Elon's Terafab Project
Thank you for this video!!! Wanna more deep dive for SKHY
Thanks for the education on all the other companies. NBIS, CRWV, AVGO, NVDA, IREN, PLTR, CRWD, PANW, and of course MU. You have been a big help to my portfolio performance!
BTW, it’s not I-ran, it’s pronounced EEron.
Highlights by TinaMind:
01:30 Nvidia invested $2 billion in Nebius as part of a long-term partnership to deploy massive AI infrastructure by 2030, further bolstered by a $27 billion compute deal with Meta Platforms.
03:50 Microsoft is trading near its 200-day moving average, a level historically associated with strong, long-term buying opportunities for high-quality stocks.
06:36 Nvidia entered a strategic partnership with Marvell Technology to integrate custom AI chips into the Nvidia ecosystem via NVLink Fusion, enhancing data center networking capabilities.
08:10 ARM is entering the data center CPU market with its own branded AGI CPU, a move that could reshape competition for major tech companies and existing ARM licensees.
12:25 Google DeepMind's new TurboQuant compression technique aims to reduce AI memory bottlenecks, sparking concerns for memory hardware stocks while potentially increasing overall AI demand.
15:48 SpaceX is reportedly preparing for a potential IPO, with a strategic roadmap involving orbital data centers and a massive new chip manufacturing complex, 'Terafab,' partnered with Intel.
Great review, thanks!
Alex, thank you for making the technology make more sense. It helps build conviction the the road gets bumpy! Much appreciated
SKAMMERS in the comments
Dont trust anyone
Thank you for a great video! Crisp & valuable. Since I hv been following you I hv tripled my portfolio. Thank you for sharing your knowledge…
NIO is up from a low of 4.43 in the last 6 months where I bought and headed back to 8. Q4 25 showed a GAAP profit of $40+ million due to increasing sales and R&D reduction. Q1 26 had record EV sales increase YOY and that trend is heating up with or without the oil crisis. Interest in EVs is becoming supercharged. Their EV updated line-up is leaps and bounds over what they've done before, and competition is feeling the weight of their presence especially in China, including TSLA. In addition, they are now producing their own inhouse chips that are reportedly 3 to for times better than NVDA which is allowing their software and AI development to accelerate while significantly lowering costs and dependence. It used to be that NIO's claim to fame was their 3-minute battery swap station network (almost 4000 units at last count), but that takes a serious backseat to the chips and AI. That being said, swap stations are significant for their safety, and speed and are a reliable alternative to battery charging. Swap Stations also do more than service EVs. They generate more revenue than typical charging stations. Because batteries store energy, they can be charged on the cheap during off-peak hours and sold back to the grid when energy is expensive. This places them in the energy trading category. On a side note, swap stations are being used as billboards and ordering convenience items like a Starbucks or Cumberland Farms. Then there is the underdog cell phone that they developed that integrates seamlessly with their EV's. No one is talking about the phone, but I believe it will hit big as their EV sales accelerate. In summary, if they continue on the path to increasing sales and holding the line on R&D they are looking at the entire 2026 year being profitable. If that happens then we are looking at a microwave heating up this stock beyond all expectations. Now, don't forget that NIO is selling its tech, software/AI and solid-state batteries to McLaren. This is a fantastic validation that NIO is for real and expanding. Happy Hunting
I bought intel at the bottom from one of this guys vids, it’s up 320%
Nice
waht is withe the stock Amdocs Limited (DOX)
If any stock is undervalued, it's TSLA.
I can’t lie, this has been one of my better runs in the market. Been spreading across index funds, some solid blue chips, and a little crypto exposure. Once I started paying attention to macro trends like interest rates and inflation, things just started clicking. Feeling pretty confident about where things are headed.
Hi, Alex I can’t be your member why Can you help me about this please thank you
I have been following your channel for a while. I like the no nonsense, don't waist anyone's time presentations. Thank you.
What program is thi
I like the style. Nice work Alex
SXXX 😂 LVOE IT
Retired at 48, earning 25K biweekly… but honestly, the money isn't even the highlight. What means the most is having a family that stood by me when life was tough. I'm living the life I once prayed for. If you're still fighting your battles, don't lose hope – your season is coming 🎉
Intel is the dodge demon of chips
Wait… These people think lossless compression will trigger a falloff in RAM demand? 😂😂😂😂😂