To The Moon

$C3.ai, Inc.(AI)$   $NVIDIA(NVDA)$   A critical deadline looms this Friday for the dispute between Anthropic and the U.S. Department of Defense. Due to fundamental disagreements over ethical guidelines for military AI applications, the Pentagon has issued an ultimatum to Anthropic: it must unconditionally accept the government's "all lawful uses" clause by 5:01 PM local time on Friday or face placement on a "supply chain risk" blacklist and potential enforcement under the Cold War-era Defense Production Act. The standoff stems from two core safety boundaries set by Anthropic for its AI model Claude in military contexts: a prohibition on mass surveillance of U.S.

Hi I like tiger trade

This huge  capital infusion reflects a strategic shift from research experimentation to massive global infrastructure dominance over the spectrums of (1) Infrastructure Synergy (2)   planned revenue Growth (3) Profitability Gap. The funding can be seen as a critical bridge toward a potential IPO targeted for Q4, 2026 or early 2027.

$Oracle(ORCL)$ I added to my Oracle (NYSE:ORCL) position, driven by its strategic $300 billion cloud deal with OpenAI announced in September 2025. Oracle will provide 4.5 gigawatts of computing power annually for five years, starting in 2027, solidifying its leadership in enterprise AI infrastructure. To support this, Oracle plans to raise $45–50 billion in 2026 through a mix of equity and debt. While the capital raise could temporarily dilute shares, the long-term revenue potential from this partnership positions Oracle for significant growth in cloud and AI services, making it an attractive investment.

I tend to think one of the clearest signs that $NVIDIA(NVDA)$  is trusted in AI is who chooses to work with them. OpenAI, Google, Meta and even Chinese as well as Indian investors are all building on $NVIDIA(NVDA)$ ’s technology. If $NVIDIA(NVDA)$ ’s AI chips were truly dangerous or unreliable, these companies wouldn’t touch them, let alone invest billions. In reality, the biggest players go where the tech works and delivers. Trust in AI isn’t given, it’s earned and certainly $NVIDIA(NVDA)$  has earned it.

$C3.ai, Inc.(AI)$   $NVIDIA(NVDA)$   A critical deadline looms this Friday for the dispute between Anthropic and the U.S. Department of Defense. Due to fundamental disagreements over ethical guidelines for military AI applications, the Pentagon has issued an ultimatum to Anthropic: it must unconditionally accept the government's "all lawful uses" clause by 5:01 PM local time on Friday or face placement on a "supply chain risk" blacklist and potential enforcement under the Cold War-era Defense Production Act. The standoff stems from two core safety boundaries set by Anthropic for its AI model Claude in military contexts: a prohibition on mass surveillance of U.S.

Hi I like tiger trade

This huge  capital infusion reflects a strategic shift from research experimentation to massive global infrastructure dominance over the spectrums of (1) Infrastructure Synergy (2)   planned revenue Growth (3) Profitability Gap. The funding can be seen as a critical bridge toward a potential IPO targeted for Q4, 2026 or early 2027.

$Oracle(ORCL)$ I added to my Oracle (NYSE:ORCL) position, driven by its strategic $300 billion cloud deal with OpenAI announced in September 2025. Oracle will provide 4.5 gigawatts of computing power annually for five years, starting in 2027, solidifying its leadership in enterprise AI infrastructure. To support this, Oracle plans to raise $45–50 billion in 2026 through a mix of equity and debt. While the capital raise could temporarily dilute shares, the long-term revenue potential from this partnership positions Oracle for significant growth in cloud and AI services, making it an attractive investment.

I tend to think one of the clearest signs that $NVIDIA(NVDA)$  is trusted in AI is who chooses to work with them. OpenAI, Google, Meta and even Chinese as well as Indian investors are all building on $NVIDIA(NVDA)$ ’s technology. If $NVIDIA(NVDA)$ ’s AI chips were truly dangerous or unreliable, these companies wouldn’t touch them, let alone invest billions. In reality, the biggest players go where the tech works and delivers. Trust in AI isn’t given, it’s earned and certainly $NVIDIA(NVDA)$  has earned it.