NVIDIA Just Bet BIG on this Company | The Solid Report

The Solid Report | A WOLF Financial Show 📊 Trade stocks → http://Public.com/wolf TIMELINE 🕙 ==================== 23 Nvidia Nebius investment | $NVDA $NBIS $IREN $CRWV 09:40 AI cloud expansion 18:10 Datacenter power buildout 28:20 Semiconductor supply chain | $AMAT $LRCX 39:45 Memory cycle discussion | $MU $SNDK $SKHY $SSNLF 52:30 AI infrastructure stack | $ANET $MRVL 01:03:10 Software rotation | $IGV 01:11:40 Portfolio positioning 01:13:20 Market Close and Earnings | $PATH $BMBL $WOOF 01:26:50 Closing thoughts CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.