Ray Blanco:

Nvidia Gained $150 Billion on Intel Announcement, More Than Intel Market Capitalization – Netting a 30x Return on Its Investment in 24 Hours With Just $5 Billion

Nvidia’s market value jumped by about $150 billion following the news of its sweeping partnership with Intel. That gain is larger than Intel’s entire market capitalization.

A day after the announcement, Nvidia’s value climbed from about $4.13 trillion on September 17 to $4.28 trillion. The surge in its market value was around 30 times the size of its $5 billion investment in Intel stock (at $23.28 per share).

The sharp rise reflected investor confidence in the deal, which will see Intel build custom x86 CPUs for Nvidia’s data center platforms, while also producing chips that combine Intel processors with Nvidia RTX GPU chiplets for PCs.

At a joint press conference with Intel, Nvidia chief executive Jensen Huang dismissed suggestions that politics influenced the partnership.

“The Trump administration had had no involvement in this partnership at all,” he said, before pointing to the scale of potential consumer demand. “Just the notebook market is 150 million notebooks sold each year. So that kind of gives you a sense of the scale of the work that we are going to do here… We are going to address a vast majority of that consumer PC market, consumer PC notebook market.

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Chris Campbell:

A Very Bitcoin Shark Feast

If you’ve been around Bitcoin for a while, you’ve probably heard the ocean metaphors. The giants holding thousands of coins are the infamous whales and humpbacks.

In Bitcoin’s early years, whales and humpbacks dominated. Most were early miners or pioneers who scooped up thousands of coins when they were cheap. In 2016, whales controlled nearly half of all the Bitcoin in existence.

Then, when the 2017 bull run sent prices to $20,000, those whales sold. That massive distribution from the top-heavy elite to the broader market set the stage for the 2018 crash. It also marked a turning point: for the first time, smaller investors began to make up a meaningful slice of Bitcoin’s ownership.

Today, the ocean isn’t top-heavy anymore. It’s filled with schools of 100 – 1,000 BTC holders. They are numerous, professional, and disciplined. They don’t crash the market with single trades, but collectively they set the tone.

This broader distribution makes Bitcoin harder to break and tighter in supply. With fewer coins sitting on exchanges, even small waves of new demand could send prices ripping higher. In short, Bitcoin’s late-2025 story is one of strength and distribution. That alone is bullish.

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Davis Wilson:

Uber CEO – The Future You Didn't Know Is Coming

If you’re investing in the autonomous vehicle (AV) space, know there is going to be one clear winner of the industry: Uber. Tesla and Waymo may dominate headlines, but they can’t match Uber’s scale in every city. It already has the riders and the demand. 

Uber's hybrid model combines human drivers with autonomous vehicles from multiple manufacturers, giving it a built-in advantage. When an AV plugs into Uber’s network, the next passenger is usually just a few minutes away, not sitting idle 15 minutes. That density of requests translates into a greater percentage of miles driven that are revenue-generating instead of wasted.

Uber CEO Dara Khosrowshahi put it bluntly: if companies want to maximize the return on their costly AV fleets, Uber is the most efficient platform to do it.

That reach allows Uber to bolt on new services, expand into new categories, and keep taking a cut of every transaction. Whether it’s human-driven cars, autonomous fleets, drone deliveries, or flying taxis, Uber controls the flow of people and goods.

That’s why I’ve recommended Uber before. And it’s why I still believe Uber is a buy today.

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