How to Position Yourself for the Chip Revolution 📈🌌

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👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: https://investanswers.io/indicators 🏖️ IA RETIREMENT TOOLS: https://investanswers.io/retirement-tools 🧠 FREE INVESTOR QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Introduction 01:37 1 GW of Compute 02:16 GW Cost Breakdown 02:50 GPU Rental Prices on the Rise 03:29 Tesla SpaceX Terafab 04:18 Terafab Chips 25% Optimus 75% Space 04:54 Starmind AI Satellite Optimized Vera Rubin NVL72 06:10 Anthropic Also Scrambling to Build Chips 06:57 $100 Billy Before Year End 07:24 Path to $100BN Compute Lease 08:45 SpaceX $100BN in ARR by Year End 09:14 Elon Quietly Builds Global Comm System 09:50 Gwynne Coming for Cellular Giants! 10:44 Rev CAGR to Get to $1T 11:42 SpaceX Unlocked Today... Price Up 12:31 World’s Only Sovereign AI & Most Valuable Co 13:19 NVDA PE Lowest Ever 13:57 Google AGI Pivot 14:29 Google’s Top 4 AI Brains Leaving 15:22 Meta Trying to Catch Up 15:56 Closed Models Up for Govt Review 16:50 AI Agents Surging 17:27 Houston Ready for Liftoff 18:32 AI Researches Scared Stiff of RSI! 19:27 The End of Source Code Is Nigh