Ticker Symbol: YOU

"And Nvidia is betting that GPUs will turn into an asset class of their own because somebody will always want to rent them."

"But Amazon and Google both went free cash flow negative and raised capital to spend even more."

"And we might get an answer on August 26th when Nvidia reports their earnings."

"An Nvidia blog post published the next day said that Nvidia may cover up to 25% of the losses if the equipment ends up being worth less than a loan assumed."

"Jensen Hong's big idea is that a GPU makes good collateral because someone else will always want it. And Nvidia's software updates extend its useful lifespan over time."

"On August 10th, Nvidia announced deals with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms for over half a trillion dollars worth of AI infrastructure."

"But we can't talk about the future of AI chips without talking about Nvidia."

"That memory can move data at 21 pabytes per second, which is about 2600 times the memory bandwidth of Nvidia's Blackwell B200's."

"Cerebras' chips have 4 trillion transistors. That's 19 times more than Nvidia's B200's."

"Their current generation is the WSE3, and each side is about 8 in. That's around 30 times more area than Nvidia's Blackwell B200 chips."

"kind of like Nvidia's recent partnership with Grock."

"A single Nvidia H200 GPU has 141 GB of memory."

"Nvidia, Cerabus, and AMD, all have very different answers."

"Alphabet issued over $65 billion worth of bonds so far this year and announced an $85 billion equity raise in June, the biggest raise in American corporate history."

"Amazon sold $37 billion worth of bonds in quarter 1."

"and Meta's free cash flows are down by 91%."

"That same week, Alphabet added $15 billion to its capex budget while reporting that their free cash flow turned negative for the first time since Google went public in 2004."

"Amazon's free cash flow went from $18 billion to negative7.6 billion over the last 12 months. But just a few weeks ago, Amazon increased their capex budget for 2026 from $200 billion to $220 billion due to the price of memory chips."

"Hyperscalers like Google, Amazon, Microsoft, and Meta Platforms report their capex budgets every quarter"

"Hyperscalers like Google, Amazon, Microsoft, and Meta Platforms report their capex budgets every quarter"

"Hyperscalers like Google, Amazon, Microsoft, and Meta Platforms report their capex budgets every quarter"

"At those same multiples, Sailpoint would get acquired for around $20 billion, which is almost double its current market cap."

"And that brings me to Sailoint, ticker symbol S A I L, the smallest company on this list by far."

"On the other end of the cyber security stack is Cloudflare, ticker symbol NET."

"Let's start with Palo Alto Networks, ticker symbol PNW. If you've been watching this channel for a while, you know that I invest in technology platforms that other businesses pay to build on top of."

"That's where VCX comes in, the sponsor of this video. VCX is the public ticker for private tech."

"In under four years, Nvidia would grow from a $400 billion valuation to over $5 trillion because they designed the chips that power Chat GPT and every generative AI application that came after it."

"Palanteer printed millionaires because their platforms bring AI to highly regulated industries."

"Nvidia 10xed in size because their chips dominate AI data centers."

"Ion Q grew by 335%."