Ticker Symbol: YOU
Investing in innovation starts with understanding it.
My name is Alex. Before becoming a full-time investor, I spent 8 years as a rocket scientist at MIT Lincoln Laboratory. I hold a BE in Electrical Engineering, an ME in Systems Engineering & Optimization, and an unfinished PhD in Image Processing & Computer Vision.
Now, I use my engineering background to research AI, semiconductors, and other advanced technologies, invest in them, and cover it all on this channel.
Posts
Ticker Symbol: YOU
Today's my 5 year anniversary on YouTube! Thank you for spending some of your precious time with me each week 🍻
1 month ago | [YT] | 798
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Ticker Symbol: YOU
Next time someone compares NVIDIA (NVDA) to Cisco (CSCO) during the dot com bubble, just show them this chart -- once you're done laughing, that is:
2 months ago | [YT] | 674
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Ticker Symbol: YOU
Do you think we should start saying "Spectacular 6" instead of "Magnificent 7"?
3 months ago | [YT] | 205
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Ticker Symbol: YOU
Just came back from a short break to see NVIDIA is now worth $1 Trillion more than Apple. $5 Trillion will be here sooner than we think! 🔥
4 months ago | [YT] | 514
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Ticker Symbol: YOU
Just landed back in Tampa after a great VivaTech and NVIDIA GTC Paris. Time to make a ton of videos on everything I learned!
5 months ago | [YT] | 569
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Ticker Symbol: YOU
Bumped into my buddy in Paris. He works at NVIDIA!
6 months ago | [YT] | 1,587
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Ticker Symbol: YOU
I can ask NVIDIA CEO Jensen Huang a question. What should I ask him?
6 months ago | [YT] | 153
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Ticker Symbol: YOU
🚨 BREAKING: I’m live at GTC Paris and NVIDIA CEO Jensen Huang just removed his leather jacket, indicating that things are getting real
6 months ago | [YT] | 267
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Ticker Symbol: YOU
Starting the long flight home from Taiwan. My head’s still spinning from the AI advancements I saw at #COMPUTEX2025
Multiple videos coming soon!
6 months ago | [YT] | 232
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Ticker Symbol: YOU
🚨 Wall Street DOES NOT understand what's coming (pics attached). AI is evolving MUCH faster than I thought (and it's not just NVIDIA) 👇
1. production-ready AI agents that can reach into any app with an API, take action, add new APIs, and see and understand your screen (when allowed). I watched a single AI agent act as a moderator, producer, AND tech support for a gaming streamer
2. @qualcomm (QCOM stock) CEO Cristiano Amon gave a keynote talking about powerful AI applications at the edge, including small language models (SLMs) for on-device AI anywhere, new ways to leverage audio and video (both in and out of the model), and complex cross-app AI workflows like the one I mentioned above
3. Powerful and tiny AI processors are enabling things like: coherent detection and tracking of objects across hundreds of simultaneous feed, physics simulation INSIDE chain-of-thought reasoning (think physics tutor plus calculator), and don't even get me stgarted on full self-driving
And beyond edge AI, companies like NVIDIA, AMD, Intel, NXP Semiconductors, and @Vertiv presented serious infrastructure advancements to power much larger AI models in the cloud.
If you think @Google Gemini 2.5 and Veo 3 are impressive, just wait for what's coming next.
I flew over 24 hours to attend #COMPUTEX2025 but I landed 24 months in the future.
The best 4 ways to stay informed are:
• Follow COMPUTEX on YouTube @COMPUTEXTAIPEIshow
• Watch my summary video (coming soon)
• Realize that today's AI is just the start
Don't say I didn't warn you.
6 months ago (edited) | [YT] | 344
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