The Goldman Sachs AI Leaders Basket
Consisting of the 9 leading AI stocks (semiconductors: Nvidia, TSMC), software/data center (Palantir, Oracle, Microsoft, Vertiv), and power/infrastructure (GE Vernova, Constellation, Vistra) has made 756% since ChatGPT launch in 2022, an avg of 122% per year! Source: Bloomberg, HolderZ
2007: Airbnb was an idea. 2025: $45 million in revenue a day.
Source: Jon Erlichman
Apple $AAPL Proof of Life
White House adviser says new $APPL US investment likely to be announced today. Source: Barchart
OpenAI might soon be worth $500bn – thanks to a potential stock sale for employees.
The company is reportedly in early discussions to allow current and former employees to sell their shares, which would value OpenAI at roughly $500bn. Source: HolgerZ, Bloomberg
Apple $AAPL increases commitment to $600 billion, announces american manufacturing program.
“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program,” - Tim Cook Source: Evan on X, FT
Trump: 100% tariff on chips, semiconductors. Exempt from tariff if made commitment to build in US.
However, companies like hashtag#Nvidia ( $NVDA ) and hashtag#Apple ( $AAPL ), which have already invested heavily in U.S. manufacturing, are exempt from the new policy... Source: CNBC
Updated Uber Free Cash Flow chart is incredible.
$8.5B and counting! 🤯 $UBER Source: Fiscal.ai
Super Micro shares plunge 15% on weak results, disappointing guidance...
Nothing super about it.... $SMCI 🩸 Here’s how the company did in comparison with LSEG consensus: - Earnings per share: 41 cents adjusted vs. 44 cents expected - Revenue: $5.76 billion vs. $5.89 billion expected Source: Trend Spider
