Nvidia hits $4T

[Modesty Blaise]

The "Magnificent Seven" is literally an AI hierarchy

Nvidia 5T - chip near-monopoly
Microsoft  4T - Copilot (enterprise AI) powered OpenAI
Apple  3.9T - personal AI for 1B+ iPhone/ipod users
Alphabet 3.2T - search AI
Amazon 2.4T - AI infra
Meta  .8T - open-source AI
Tesla 1.4T - Optimus robots, robotaxi fleet on Autopilot

Going by how far Google (Alphabet) has sprinted ahead of Amazon it shows how folks don't appreciate the infra or backbone dominance of AWS, which is significant.

Meta also is saved by social media integration - there is "Meta AI" chat on WhatsApp and Facebook. Otherwise investors don't care about open-source. Meta's LlaMA models are actually free unlike GPT, Gemini, etc - with the trivial caveat that you have to download and run on your own cloud.

Tesla is the small boy in the club But it steals some of the thunder from the private xAI which is playing catchup with the quacky Grok. Optimus and robotaxi is still far off.

[RV Heavy Hitter!]

Big cap stocks are good to keep holding if you entered months or years ago on dips OR if you've mastered options and know how to cash in on 20-50-200 moving averages. Millions are still on trashy penny stocks under $1 that collaborate with giants, whether real or not. The trick is to buy heavy and exit within a short time. Today was CMBM with integration with Starlink. A move from 60 cents to over $7 made thousands of traders millionaires in 24 hours. Many folks have not cashed in, hoping for more tomorrow and this week! 10+15+ expected!

Cambium Networks CMBM +377.35% ▲ stock rocketed higher on Wednesday after the wireless broadband networking infrastructure solutions company announced its integration with SpaceX’s (PC:SPXEX) Starlink. With this integration comes enhanced security, traffic intelligence, and multi-WAN scalability for customers that utilize Starlink’s Low Earth Orbit (LEO) satellite connections.