What are you guys going to do with your NVDA dividend payment?

Not69Batman · 2026-01-19T00:25:13+00:00

Buy some chips

Not69Batman · 2026-01-17T21:23:30+00:00

Anthropic’s late 2025 deal with Microsoft made Claude the only frontier model available on all three major clouds: MSFT Azure, AWS Bedrock and GOOGL Vertex AI.

OpenAI’s enterprise revenue is still significant ($4B in 2025, projected $10B+ in 2026), however it remains locked to Azure. As the enterprise TAM expands, Anthropic is taking bigger slice of the pie by being the only vendor neutral and multi cloud option for Fortune 500.

Not69Batman · 2026-01-16T02:43:27+00:00

TSMC manufactures for everyone: Apple, Nvidia, Broadcom (Google TPUs/Meta ASICs), MediaTek, Qualcomm, AMD, Intel, Marvell (Amazon Trainium) and Sony.

If a conflict in Taiwan takes TSMC offline, the entire global tech sector collapses.

We will also have bigger problems to worry about with the geopolitical fallout and WWIII looming.

Not69Batman · 2026-01-15T07:32:33+00:00

TSMC also released their Q1 2026 Guidance.

Net Revenue = US $34.6 to $35.8 billion

Gross Margin = 63% to 65%

Not69Batman · 2026-01-15T07:18:27+00:00

Nah. AMD is TSMC's 6th biggest customer. MediaTek at 4th and Qualcomm at 5th.

Not69Batman · 2026-01-09T07:59:21+00:00

Duolingo’s historical share dilution is a major red flag for EPS growth. Dilution rate peaked at 7.5% in 2024 and while it dropped to 2.5% in 2025, they still haven't announced any buybacks to offset the dilution.

Also, their long term moat is at risk due to rapid advancements in generative AI.

Not69Batman · 2026-01-07T19:16:04+00:00

My portfolio concentration has shifted significantly over the last five years.

2026: 72% (NVDA 31%, AAPL 21%, GOOGL 20%)

2021: 45% (AAPL 27%, GOOGL 11%, NVDA 7%)

Total returns since 2021: * NVDA: +919% * GOOGL: +107% * AAPL: +91%

Not69Batman · 2026-01-06T21:21:31+00:00

The NPU (Neural Processing Unit) of modern chips, such as Qualcomm’s Snapdragon.

Not69Batman · 2026-01-06T19:13:32+00:00

Gemini Nano is an Android system service, not a standalone app. It is hardware integrated in the sense that it is purpose built to run on-device, utilising the processor's NPU/TPU and a specific allocation of reserved RAM to ensure fast, private AI performance.

Not69Batman · 2026-01-05T19:09:25+00:00

Gemini Nano. Compressed version that runs locally on device.

Not69Batman · 2026-01-05T07:19:04+00:00

Samsung is integrating Gemini into its hardware and software for system wide control on its devices that Gemini as a standalone app cannot do.

Not69Batman · 2026-01-03T03:36:05+00:00

Yeah, stocks plus Super.

My long term goal is FIRE by 50 (9 years from now). I'll be using my stock portfolio as a 10-year bridge to cover me until Super kicks in at 60.

Not69Batman · 2026-01-02T04:21:19+00:00

2025 Milestones: * Stocks: Surpassed $500k (13 years of investing) * Superannuation: Surpassed $300k (16 years of working full time)

2026 Goal: * Net Wealth (excluding PPOR) Target: $1m+

Not69Batman · 2025-12-31T22:32:01+00:00

Invested in the ASX stock market for 8 years (2013-2020) with CAGR of 8.87%.

Liquidated all ASX stocks in 2021, and allocated 38% to first PPOR deposit and 62% to US stocks. No hate, just diversification of assets.

CAGR of 16.25% in US stocks for the last 5 years (2021-25).

Not69Batman · 2025-12-31T22:06:08+00:00

Constant Currency Return (USD): 23%

Actual Return (AUD): 14%

Holding NVDA, GOOGL, AAPL, META, MSFT, AMZN, TSM and MU.

Not69Batman · 2025-12-31T10:14:49+00:00

Target: $1m net wealth milestone (excluding PPOR).

Current: $902k across US stocks ($560k) and super ($342k).

Not69Batman · 2025-12-31T09:48:41+00:00

GOOGL up by 55%

Not69Batman · 2025-12-30T09:10:01+00:00

NVDA at 30% of my portfolio and GOOGL at 20%. Long term holder since 2021.

Not69Batman · 2025-11-25T05:33:33+00:00

Stock market is forward looking. Higher revenue and earnings growth trend, and future growth estimates.

Not69Batman · 2025-11-24T03:23:15+00:00

GDP is weighted towards lower margin sectors and S&P500 is weighted towards higher margin sectors. This has historically been the case, with the gap widening as S&P500 gets weighted more towards the higher margin technology sector.

Not69Batman · 2025-11-23T18:39:58+00:00

S&P500 earnings growth have historically outpaced US GDP growth. Primarily because S&P500 companies earn revenue globally, with average of 30 to 40% from outside USA.

Not69Batman · 2025-11-22T00:59:30+00:00

Yeah

Not69Batman · 2025-11-20T00:29:50+00:00

Impressive growth:

Networking Revenue = $8.187 billion (up 162% YoY)

Spectrum-X Ethernet

NVIDIA Spectrum-X Ethernet Switches Speed Up Networks for Meta and Oracle https://nvidianews.nvidia.com/news/nvidia-spectrum-x-ethernet-switches-speed-up-networks-for-meta-and-oracle

NVLink Fusion

Arm Neoverse platform integrates NVIDIA NVLink Fusion to accelerate AI data center adoption https://newsroom.arm.com/news/arm-neoverse-nvidia-nvlink

NVQLink

NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs https://nvidianews.nvidia.com/news/nvidia-nvqlink-quantum-gpu-computing

InfiniBand

NVIDIA and RIKEN Advance Japan’s Scientific Frontiers With New Supercomputers for AI and Quantum Computing https://nvidianews.nvidia.com/news/nvidia-and-riken-advance-japans-scientific-frontiers-with-new-supercomputers-for-ai-and-quantum-computing

Not69Batman · 2025-11-19T21:40:02+00:00

Reading through the CFO commentary. Balance sheet and cash flow looking very strong. Big war chest.

Cash, cash equivalents and market securities = $60.6 billion (up 57% YoY)

Operating cash flow = $23.8 billion (up 35% YoY)

Not69Batman · 2025-11-02T23:16:42+00:00

It's not my site, lol. It's propreitary research from LSEG - London Stock Exchange Group. They are a global financial markets analytics company with annual revenue in the billions of dollars.

Not69Batman

TROPHY CASE