Nvidia's next-gen AI chip (Rubin) is in full production, promises 5x performance and 10x lower cost per query than Blackwell, enabling exponential AI adoption.

Nvidia is working with robo-taxi operators for Level 4 autonomous vehicles by 2027; robotics is their second most important growth category after AI.

Nvidia makes alliances rather than competes head-on; doesn't care who wins robo-taxi wars as long as the market develops.

Micro RGB TVs (formerly mini-LEDs) are the new premium trend, offering larger sizes, better durability, and brightness; TCL likely to win due to cost advantages.

Market reaction was positive (gapped up Monday) due to reduced uncertainty; Chevron is the big winner, Exxon and ConocoPhillips may be cautious returning.

Corporate America should take over Venezuela to spread peace and prosperity; Marco Rubio leading reorganization.

Beyond oil, aluminum manufacturing and US banks could benefit in Venezuela; country is now dollar-based.

USAR is forecasted to have explosive sales as rare earths return to America, but doesn't earn money yet.

D-Wave (QBTS) is the leader in quantum computing with strong sales progress, though not yet profitable.

PSIX gapped up with data center rally, is back-filling, but comfortable due to oil field power business; earnings momentum has slowed.

ISM manufacturing contracted for 10 months; only electrical equipment and computing (data centers) were up. Data center stocks will continue to reassert themselves this quarter.