NEWS: The U.S. Government is currently planning to award @Tesla a $400 million contract to buy armored Teslas. The State Department's most recent procurement forecast, updated in December 2024, names Tesla as the recipient of the largest projected contract. The anticipated award date is 9/30/2025, with a 5 year contract length. Source (click on the most recent procurement forecast and scroll down to line 22 to view Tesla):

R. Sasaki 11. 🔥

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South Point is packed on Super Bowl Sunday, as usual, because the people running it know what they're doing. Good value + great customer service + fun. (h/t @BillKrackman)

FOOL ME ONCE, SHAME ON YOU. FOOL ME TWICE, SHAME ON ME. I AINT GETTIN FOOLED AGAIN. #SuperBowl @BookitHQ

Amazon $AMZN & Google $GOOG are BY FAR the best risk-reward investments in all of big tech currently.

I Started a Trading Position in $NVDA Today & Here’s Why 🧐 Through all the noise -- whether it’s fears of AI cost-cutting, DeepSeek disrupting model training economics, or geopolitical headwinds like China tariffs -- the real winners emerge when you follow the money. In 2025 alone, $AMZN is committing $105B, $MSFT $80B, $GOOGL $75B, and $META $65B to CapEx, with the vast majority flowing into AI infrastructure. That’s nearly $325B pouring into AI infrastructure, and the vast majority of it is headed straight into NVIDIA-powered data centers. The hyperscalers can spend hundreds of billions on AI infrastructure, but NVIDIA is the foundation on which it all runs. While each of these companies is making moves to develop in-house AI chips, NVIDIA remains the standard for high-performance compute, and the AI economy still runs on its silicon. AI spending is accelerating, but the market initially questioned whether hyperscalers would need to pull back on infrastructure investments after the first wave of spending. That concern has proven unfounded. Amazon, Microsoft, Google, and Meta are all doubling down -- with each company significantly raising CapEx outlooks as AI workloads continue to scale. Amazon’s Q4 results highlighted how AI is driving record-breaking cloud demand, with AWS revenue hitting a $115B annualized run rate. But what really stands out is its $100B in planned CapEx for 2025, with the majority flowing into AI infrastructure. AWS is expanding its custom silicon offerings with Trainium2, but NVIDIA remains the dominant AI compute provider, and even Amazon can’t shift away from it completely. Microsoft is making an even bigger bet on AI, pushing AI-related CapEx to an astonishing $22B per quarter. Azure's cloud AI workloads continue to scale, and OpenAI’s partnership remains a major tailwind. Even as core cloud growth stabilizes, Microsoft’s AI-first approach is a clear commitment to NVIDIA-powered compute. Google has been vocal about AI reshaping its entire business, with AI-driven search features already handling over 10% of all queries. Google Cloud’s AI workloads have surged 8x in just 18 months, and enterprise adoption is skyrocketing. While Google is also working on its TPUs, its AI training workloads still require massive amounts of NVIDIA hardware to handle demand. Meta’s latest earnings confirmed what many suspected -- Zuckerberg is willing to outspend everyone to dominate AI. The company’s 66% YoY increase in CapEx is an unprecedented move, signaling that Meta is aggressively investing in AI infrastructure to power everything from its recommendation engines to its future metaverse ambitions. While Meta is developing in-house silicon, its AI workloads still heavily rely on NVIDIA’s GPU ecosystem. So, what does all of this mean for NVIDIA? Despite fears of AI cost-cutting or efficiency optimizations reducing GPU demand, the reality is AI spending is still in its early innings. Companies are still ramping up infrastructure, and the transition from training to inference doesn’t eliminate the need for high-performance compute -- it just shifts spending patterns. The demand for GPUs remains enormous, and even with some companies exploring alternative architectures, NVIDIA remains at the center of the AI economy. Another overlooked factor is who NVIDIA is selling to. It's not just the hyperscalers -- enterprise AI adoption is just beginning, and companies across every industry are looking to integrate AI-powered capabilities. SMBs are still in the tinkering phase, but when their AI products hit full-scale production, cloud and compute demand should explode, leading to an even larger second wave of NVIDIA-driven spending. The market is also underestimating NVIDIA’s ability to monetize software. The company’s AI enterprise platform, Omniverse, and inference software stack are becoming increasingly valuable, creating a new high-margin revenue stream that will complement hardware sales. This is where NVIDIA pulls away from the competition -- it's not just selling GPUs, it's building a full-stack AI ecosystem that customers are becoming increasingly dependent on. For now, AI investment remains full speed ahead, and NVIDIA is still the biggest winner in this arms race. While companies are working to improve AI cost efficiency, that doesn’t mean they’re spending less -- it means they’re spending smarter, and NVIDIA remains the gold standard for high-performance AI compute. Looking into 2025, hyperscalers are doubling down on AI infrastructure, and NVIDIA is positioned to capture every dollar flowing into this space. I was waiting for them to clear $125 (the 200-day SMA) as a signal of strength, and boy did they -- with velocity. The momentum is undeniable, and with AI CapEx surging, the party for NVIDIA looks far from over. Initiated a trading position today.

Bill Belichick hits the red carpet. 📺: #NFLHonors on FOX & NFLN 📱: Stream on #NFLPlus