Jordan @jordan_invests

10 stocks I will continue to buy more of for my long-term portfolio: 1. $NVDA - Nvidia Data center revenue $75.2B last quarter, up 92% YoY - now 92% of total sales. Guided $91B next quarter. Blackwell is the fastest product ramp in their history. Targeting $1 trillion in combined Blackwell and Rubin revenue through 2027. The AI infrastructure standard.

@MoInvestingHQ No one knows in short term man. Focus on the long term.

@ariaradnia Not financial advice. 🏥 $PME.AX — 30.68% 🤖 $NVDA — 20.44% 📈 $QQQ — 11.05% 🏦 $4DX.AX — 7.71% 💳 $SOFI — 6.61% 💻 $TNE.AX — 4.59% ₿ $BTC — 4.28% 🚗 $TSLA — 4.08% 💊 $TLX.AX — 2.73% 🌏 $SE — 2.61% 🤑 $HOOD — 0.38%

BRAD GERSTNER'S ALTIMETER CAPITAL UPDATED THEIR PORTFOLIO AS OF THE END OF Q1 Here's every position they hold and what they dumped this quarter: CURRENT HOLDINGS: Nvidia $NVDA: $1.63B (28.57%) Meta $META: $1.12B (19.61%) Uber $UBER: $573.4M (10.06%) Taiwan Semiconductor $TSM: $461.5M (8.10%) Microsoft $MSFT: $438.1M (7.69%) Amazon $AMZN: $435.2M (7.64%) CoreWeave $CRWV: $348.5M (6.12%) Snowflake $SNOW: $290.5M (5.10%) Arm Holdings $ARM: $259.5M (4.55%) Axon $AXON: $63.3M (1.11%) Robinhood $HOOD: $62.3M (1.09%) Broadcom $AVGO: $20.8M (0.36%) Grab Holdings $GRABW: $262K (0.00%) FULL EXITS THIS QUARTER: - Bloom Energy $BE: -260,730 shares sold - Confluent $CFLT: -6,933,250 shares sold - Coupang $CPNG: -15,676,794 shares sold - Google $GOOGL: -519,290 shares sold - MercadoLibre $MELI: -68,480 shares sold - Shopify $SHOP: -570,210 shares sold - Zillow $Z: -2,187,421 shares sold

@ByronOnX Long term does this structurally affect our market, or just a buying opportunity?

@gabz_investor05 It does! And has earned you a follow from me. Thanks mate.

Most investors only value what they can easily model in a spreadsheet. Revenue, margins, EPS, multiples, etc. But what is the value of consumer trust? Merchant dependence? Habit? Operational expertise? Delivery? Brand positioning? Organizational culture? Those invisible assets don’t appear properly on financial statements, but over long periods of time they often become the true source of dominance. At a certain point scale itself becomes a moat. Habit becomes a moat. Trust becomes a moat. Infrastructure becomes a moat. And over time all of those things reinforce one another until the ecosystem becomes incredibly difficult to displace. Could I be wrong? Absolutely. Credit problems can happen. Competition can intensify. Latin America is not an easy region. But after watching this company execute for 15 years through every narrative shift imaginable, I have learned to deeply respect what this management team consistently accomplishes. Watching $MELI for 15 years also taught me something broader about investing itself. The biggest winners often look the most uncomfortable in real time. It taught me that elite management teams deserve more patience. It taught me that volatility and uncertainty are often the admission ticket to extraordinary long term returns. 🌹 3/end

INSTEAD OF WATCHING NETFLIX TONIGHT. Spend 1 hour with this. Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything. The people who watch this tonight will wake up tomorrow with a new skill. Watch it and Bookmark it now.

The surest way to become a millionaire is by owning quality businesses that have a strong moat Here are 10 stocks I'd be comfortable holding for the next decade: 1. $AMZN - Amazon The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple digits. Trainium3 delivers 4.4x the performance of its predecessor and is nearly fully subscribed. AWS grew 28% in Q1 with over $225B in revenue commitments. Jassy says the chip business alone could be worth $50B. This isn't just a cloud company anymore.

@AdityaInvests90 Shouldn’t you want cheaper prices for a company you believe in long term? Just.. buy more..?

@wealthmatica @BleedingEdgeAM are you still covering this one? I remember you rec’d it >5 years ago

Instead of looking for a needle in a haystack, just buy the entire AI haystack. Compute: $NVDA, $AMD, $MU, $ASML, $TSM Networking: $ANET Power and cooling: $CEG, $BE, $VRT Data: $MDB, $ORCL Control layer: $PLTR Security: $CRWD Observation: $DDOG Cloud infrastructure: $GOOG, $AMZN, $MSFT, $ORCL

x.com/i/article/2049…

The next 5 years will create one of the biggest revenue breakouts of this decade. Here are 6 companies that aren’t just growing.. they’re entering their revenue explosion phase 🧵 1. $ASTS AST SpaceMobile 2028 projected revenue: ~$2,000,000,000

Did you listen anon? The fact that $SIVE is up 600%+. But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027. Is incredible. Probably my most legendary thesis post since $AXTI.

Serenity @aleabitoreddit

3 months ago

The more I look into Sivers < $SIVE / $SIVEF > the more I wonder: How is the laser company for the hyperscaler photonic supply chains… Valued at ~$200M USD MC? All the companies that buy and repackage their lasers are now worth $1-4B+? Pre-product SV AI companies are

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The Head of Claude Code at Anthropic said he hasn’t written code by hand in months. In 2 days he shipped 49 full features. All written 100% by AI. He just dropped a 30 min talk on exactly how he does it. Worth more than any $500 vibe coding course. Bookmark it:

$AMD CEO: “Inference will be a much bigger market than training.” Inference is growing so fast that more than half of the AI workloads will be inference next year. $NVDA bought Groq to enhance its inference capabilities; $GOOG is developing a new custom ASIC with $MRVL specifically to boost inference performance. One of the biggest beneficiaries of increasing inference demand will be $AMD. Its GPUs integrate larger memory bandwith and capacity, reducing latency and optimizing inference performance. Also, one of the main drivers of the inference demand will be agentic loops. This will explode CPU demand as well because planning and orchestration of agentic workflows are heavy on CPUs. $AMD can take market share from $NVDA in this environment by bundling CPU allocation to GPU sales. Never been more bullish on $AMD .