Ticker Symbol: YOU

"Based on [1160s] everything we saw with Palanteer, Meta [1162s] Platforms, and ARM, that could be a [1165s] great opportunity to get rich without [1168s] getting lucky."

"Based on [1160s] everything we saw with Palanteer, Meta [1162s] Platforms, and ARM, that could be a [1165s] great opportunity to get rich without [1168s] getting lucky."

"Based on [1160s] everything we saw with Palanteer, Meta [1162s] Platforms, and ARM, that could be a [1165s] great opportunity to get rich without [1168s] getting lucky."

"Cerebras can [1126s] run reasoning models 2.4 times faster [1128s] than Nvidia."

"Cerebras built a chip that should [1018s] be unbuildable. They partnered with TSMC [1021s] to develop a process that didn't exist."

"Still, I figured it was worth mentioning [997s] since it's also disclosed in the S1."

"But the bare [868s] case is the flip side of that. Competing [870s] with AWS, Microsoft, and Google on cloud [873s] infrastructure might force their margins [875s] to stay low forever."

"But the bare [868s] case is the flip side of that. Competing [870s] with AWS, Microsoft, and Google on cloud [873s] infrastructure might force their margins [875s] to stay low forever."

"Cerebrris can run MetaLama 4 Maverick [597s] model at 2500 tokens per second, which [600s] is roughly 2.4 four times faster than [602s] the Nvidia B200."

"If transistors are like [516s] switches, then AI cores are like [518s] workers."

"The actual compute die [440s] inside an Nvidia Blackwell B200 is [443s] roughly 740 mm, which is about the size [447s] of a postage stamp."

"Companies like [325s] Amazon and Google went public very early [327s] in their growth cycle."

"Companies like [325s] Amazon and Google went public very early [327s] in their growth cycle."

"ARM went [267s] public on September 14th of 2023."

"Meta [241s] Platforms went public in May of 2012 as [244s] Facebook, one of the most anticipated [246s] IPOs of all time."

"Palanteer went on to be one [234s] of the best performing stocks of the [236s] last 5 years and this channel's second [238s] biggest winner only after Nvidia."

"And if [8s] you invested that money in Palanteer [9s] when it went public back in 2020, you'd [12s] have close to $150 grand."

"For investors, I hope this footage helps you assess how far Nvidia's automotive platform has really come and how it compares to others in the autonomous mobility market."

"Today, you're joining me for something really special. A realworld unedited 1-hour drive through downtown Los Angeles in a Mercedes equipped with Nvidia's L2++ autonomous driving platform."

"The companies with safer supply chains and real pricing power like Micron and ASML are the ones that I'm betting on even if things stay the same or continue to escalate, making them a great way to get rich without getting lucky."

"The companies with safer supply chains and real pricing power like Micron and ASML are the ones that I'm betting on even if things stay the same or continue to escalate, making them a great way to get rich without getting lucky."

"The only stocks I'd actively be buying in this scenario are Micron and maybe ASML. Micron's HBM 4 capacity is already sold out for 2026 under long-term contracts and they're based in the US, which I think more companies will find very attractive if the situation escalates. ASML is the only real supplier of EUV lithography machines and their supply chain is much less dependent on the Strait of Hormuz."

"The only stocks I'd actively be buying in this scenario are Micron and maybe ASML. Micron's HBM 4 capacity is already sold out for 2026 under long-term contracts and they're based in the US, which I think more companies will find very attractive if the situation escalates."

"and Applied Materials, ticker symbol AMAT, would end up on the winning side of this story."

"So, if CapEx shifts more towards lower-risk regions or new fabs in the US, ASML is one of the few companies still getting paid."

"DRAM and NAND memory for Qualcomm and Broadcom"

"for Nvidia's Blackwell and Rubin GPUs"

"Micron makes high-bandwidth memory for AMD's Instinct MI350s"

"Micron could be one of the biggest winners from this whole fiasco, at least relatively speaking. Micron makes high-bandwidth memory for AMD's Instinct MI350s, for Nvidia's Blackwell and Rubin GPUs, as well as DRAM and NAND memory for Qualcomm and Broadcom, and even flagship smartphones and major automotive companies. Unlike Samsung and SK Hynix, Micron has access to helium from North America and depends less on LNG that goes through the Strait of Hormuz. On top of that, they have record-level ma"

"custom ASICs for Broadcom, Marvell, Google, Amazon, and Microsoft."