Nvidia says without this radical device AI can’t scale
Billionaire investors are already moving money to prepare for what’s coming…
It’s smaller than a fingertip…
Jensen Huang, Nvidia's CEO, says this “light-speed” device is shattering the limitations of AI… and without it, AI can’t scale.
Google Ventures says it’s the future of AI compute...
And Sequoia Capital — the firm that backed Anthropic and OpenAI — calls it a “holy grail.”
Already, Elon Musk, Mark Zuckerberg, Cathie Wood, and Bill Gates are moving money to prepare for what’s coming…
Yet most Americans have never heard of it.
Wall Street insider Jason Bodner — the same man who called Nvidia at $4.50 — says this device is about to launch a whole new wave of AI winners…
And to prove it, he’s giving away his #1 stock involved with it — for free.
P.S. Stocks tied to this “light-speed” device already surged 133%, 217%, and even 320% — in a few short months. But it’s just getting started. Click here before the mainstream catches on.
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CIA Director Ratcliffe flew a C-17 to Moscow Tuesday, unannounced. WSJ says the trip aimed to dissuade Russia from mobilization against Europe. Burns made the same trip in 2021. That one leaked faster. Fox
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WTI crude fell 3.1% to $82.38, down about 4.6% since Friday. Pakistan’s army chief visited Tehran to mediate between the US and Iran. Sanctions went up. Oil went down. Reuters
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Canada announced retaliatory tariffs on C$27.6B of US goods starting Sept 8. Up to 50% on over 700 products including steel, dairy, and appliances. Markets didn’t flinch. AP
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Nvidia reports Q2 earnings after the close today. Street expects $92B in revenue and $2.09 EPS. One company. $5.2 trillion. 7.3% of the S&P. CNBC
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Conference Board consumer confidence fell to 89.4 in August. Seven-month low. Consumers see trouble the labor data hasn’t shown yet. Reuters
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New home sales dropped 10.5% in July to a 607,000 annual rate. Six-month low. Mortgage rates near 6.7% will do that. BBG
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White House will revoke up to 200,000 visas from asylum seekers. Administration called it the largest mass revocation in US history. BBG
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State Dept is sending diplomats back to Middle East embassies evacuated during the Iran war. Return could begin this week across eight countries. Sanctions Monday. Diplomats Tuesday. Mixed signals. Reuters
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China told the US to “act rationally” on Iran sanctions. Beijing vowed to protect its rights. China buys most of Iran’s oil. That’s the line that matters. Reuters
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GDP second estimate, PCE, and durable goods all drop at 8:30am. Advance GDP was 1.5%, the slowest this year. Three reports and then Nvidia. Not a day to oversleep. CNBC
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