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Nate Silver

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Nate Silver

@NateSilver538/guest

Avg+9.5%Win100%

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all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow all-inShow

Top tickers

NVDA1 calls

Speaker record

NVDA/long/all-in

AI capex is the engine under the market, and the dollars route to Nvidia first, so its earnings carry the tape.

I personally think the AI capital boom, whatever becomes of it, is responsible for keeping our economy, at least the stock market, in relatively good shape.

Peak+10.5%

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