BREAKING: Tesla has officially announced that Cybercab production will start on April 2026.

US RULES OUT BLACKWELL CHIP SALES TO CHINA White House Press Secretary Karoline Leavitt said Tuesday that the US is “not interested in selling Nvidia’s Blackwell chip to China at this time.” She noted that President Biden’s stance on the issue is clear. Earlier, Treasury Secretary Scott Bessent told CNBC that the US might eventually permit sales of advanced Nvidia chips to China as technology evolves.

🚨 JUST IN: $AMZN signs a $38B, 7-year strategic partnership with OpenAI, the company's first major deal with AWS. Another one… What a morning for AI infrastructure stocks. The agreement gives OpenAI access to hundreds of thousands of $NVDA GPUs on AWS to train and deploy its next-generation AI models, with full capacity expected before the end of 2026.

Microsoft $MSFT said it has received approval from the United States 🇺🇸 to ship Nvidia $NVDA chips to the United Arab Emirates 🇦🇪 for the company to use in the country "Microsoft says it the first company this year under the Trump administration to secure export licenses from the Commerce Department to ship GPUs to the UAE." ... Approved in September "these licenses enable us to ship the equivalent of 60,400 additional A100 chips, in this instance involving Nvidia’s even more advanced GB300 GPUs." "From the start of 2026 to the end of 2029, we will spend more than $7.9 billion in the UAE. This includes more than $5.5 billion in capital expenses for ongoing and planned expansion of our AI and cloud infrastructure"

TRUMP ON THE OUTCOMES OF HIS MEETING WITH XI: - US and China will work to collaborate on Ukraine. - Trump will visit China in April 2026 and Xi will visit the US soon. - China will begin buying soybeans and resume rare earth exports. - The US and China will continue to further discuss Nvidia chip restrictions. - Overall China tariffs cut to 47% from 57%. - Fentanyl tariffs slashed to 10% now and China will work on stopping the spread of Fentanyl. LFG.

TRUMP: WILL MEET XI SOON, EXCITED FOR IT if we can finally get a real deal with China it would be incredible for everyone 🙏

No tears in crypto 😂

$NVDA SURPASSES $5T IN MARKET CAPITALIZATION OVERNIGHT. TRUMP: - JENSEN SHOWED ME THE BLACKWELL CHIP IN THE OVAL OFFICE - I’LL SPEAK WITH XI ABOUT BLACKWELL Jensen today told everyone that Nvidia has a $500B opportunity over the next *five* quarters (street was expecting $380B) and that was…without China. absolutely incredible to witness 🤯

are we literally asleep at the wheel? $NVDA with a gigaraise to consensus

Nvidia $NVDA CEO Jensen Huang said that 6 million Blackwell GPUs have shipped over the last four quarters, per CNBC. He also said Nvidia expects $500 billion in sales for its Blackwell and Rubin GPUs combined.

$NVDA Jensen: “Today we are announcing a partnership with the Department of Energy to build SEVEN NEW Supercomputers.”

Secretary of the Interior Doug Burgum just now on CNBC: “These aren’t just AI data centers, they are intelligence factories. For the first time in history you can turn energy into intelligence. These companies will go wherever there is stranded energy.”

$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them."

$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology." Oh. My. Goodness.

$NVDA CEO JENSEN HUANG ANNOUNCEMENT: THE U.S. DEPARTMENT OF ENERGY PARTNERS WITH NVIDIA FOR SEVEN NEW AI SUPERCOMPUTERS

Elon is required to reach both a market capitalization milestone and operational milestone to unlock each tranche. If he doesn't do both, he gets nothing. This is a very shareholder friendly deal. Elon only wins if shareholders win too. The incentives are well aligned.

According to an industry source, Foxconn has begun developing $NVDA Vera Rubin AI servers, with mass production and shipments planned for the 2H26. Industry insiders revealed that Foxconn’s main shipments this year are focused on $NVDA GB200 AI server racks, which are scheduled for delivery completion by the end of this year. Meanwhile, shipments of GB300 racks began in September and are expected to continue through next year. To prepare for the next wave of growth, Foxconn has already started developing NVIDIA’s next-generation Vera Rubin NVL144 MGX platform, with shipments projected to begin in the second half of next year.

TRUMP: - Willing to negotiate with China on Tariffs - Confident in reaching a soybean deal with them - Don’t want to play the “rare earth” game with them - Thinking of buying beef from Argentina futures continue green on Trump signaling a deal with China

Jensen Huang: “We (Nvidia) are 100% out of China. We went from 95% market share to 0%. I can’t imagine any policymaker thinking that’s a good idea.” Chinese AI labs like DeepSeek now have to use Chinese chips for both inference and training. Chinese chips will inevitably rise if this Nvidia chip ban continues.

Buy the dip lol