Max @maxrtai

OpenAI’s infrastructure map

Everyone’s chasing $NVDA but the real AI goldmine is hiding inside the rack . Here’s what no one’s talking about: Every AI model - ChatGPT, Gemini, Claude - needs an army of companies behind the scenes. 💡 Chip Designers – $ARM, $AMD, $INTC, $NVDA They design the brains. 🏗️ Manufacturers – $TSM, $ASML, $AMAT, $KLA They build them - atom by atom. ⚙️ Integrators – $SMCI, $AVGO, $MRVL They connect the pieces. ⚡ Power & Cooling – $ETN, $ABB, $GE, $SIEGY They keep the system alive. While everyone’s watching the front-end of AI… the quiet giants behind the rack are printing money. Follow the heat… it’s not always where the spotlight is 🔦

Blackstone President Jon Gray just gave a talk on: 1) the Economy 2) AI as “The Main Thing” 3) Where to Invest Now Find here every single slide he presented with many detailed figures of how Blackstone is doing A must read for every investor 🧵

The market is near all-time highs, yet there are still attractive opportunities. Here are 10 high-quality undervalued stocks I am watching now: 🧵 1. $UNH - 5 Year Revenue CAGR: 10% - Return on Investment: 12% - Forward P/E: 19 The healthcare industry as a whole mispredicted the activity rates and medical inflation this year, resulting in reduced operating margins. This effect was even stronger for $UNH as they absorbed over 700,000 customers who bounced from other providers at the beginning of the year. Yet, they are poised to overcome these headwinds: - They are raising the prices for 2026. - Management is implementing strict cost control. Superinvestors like Warren Buffett, David Tepper, and Chris Davis bought the stock and appreciate by 41% from its lows. Yet, it's still down over 30% this year and trading at just 14 times earnings.

7 Stocks at Decade Lows: The market is hitting all-time highs… But some once-great companies are now trading at valuations we haven’t seen in 10+ years. 1. $AMZN EV/EBIT 31x 10Y High 185x Amazon Web Services is still a beast, but Wall Street has lost patience.

Who makes the data center $BAC

UPDATED. Thanks for all the feedback on the previous iteration of this. Here's a list of the monopolies, duopolies and oligopolies you all recommended. What would you add or remove?

Sriram is spot on. Here’s our initial draft of what the entire American AI stack might look like. 🇺🇸

🚨 Announcing the latest @a16z top 100 AI apps! This marks the fifth edition 🎉 of our global ranking of consumer AI websites and mobile apps by usage. And in my opinion, it was our most surprising list yet! Our top takeaways + who made it 👇

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Bloomberg Terminal: $24,000/year Professional research: $10,000/year Gemini 2.5 Pro: Free Same quality analysis. 100x cheaper. The financial analysis hack. Here’s an exact mega prompt we use for stock research and investments:

15 NAMES TO WATCH IN THE AGE OF ROBOTICS 1. $TSLA -- Automates industrial workflows with Optimus, a humanoid robot designed to enhance factory efficiency & AI-driven manufacturing. 2. $AMZN -- Optimizes warehouse logistics with Kiva Systems by deploying autonomous robots to streamline fulfillment & reduce operational costs. 3. $ISRG -- A robotic-assisted surgery with Da Vinci thats an AI-powered system enhancing precision, minimizing invasiveness & improving patient outcomes. 4. $NVDA -- Powers autonomous robotics with NVIDIA Isaac, which is an AI-driven simulation & deployment platform accelerating real-world applications. 5. $SERV -- Revolutionizes last-mile delivery with AI-driven sidewalk robots, reducing logistics costs & carbon footprints for e-commerce and food service. 6. $SYM -- Transforms supply chains with AI-powered robotic warehouse automation, increasing speed, accuracy & operational efficiency. 7. $KTOS -- Develops autonomous aerial defense with Valkyrie, an AI-powered stealth drone designed for combat & reconnaissance missions. 8. $SYK -- Advances orthopedic surgery with Mako, an AI-guided robotic system delivering precision joint replacements & personalized patient care. 9. $RR -- Automates hospitality with AI-powered service robots streamlining food delivery, concierge services & guest interactions. 10. $HON -- Automates industrial processes with AI-integrated robotics, enhancing smart factory efficiency & predictive maintenance. 11. $ZBRA -- Optimizes warehouse automation with Fetch Robotics, an AI-driven AMR system improving material handling & inventory management. 12. $XPEV -- Expands urban mobility with X2, a fully autonomous flying car integrating robotics & AI for next-gen transportation. 13. $NOC -- Advances military robotics with X-47B, an autonomous carrier-based drone engineered for precision strikes and surveillance. 14. $LMT -- Strengthens battlefield automation with RCV-L, an AI-driven ground vehicle designed for reconnaissance & combat support. 15. $PRCT -- Pioneers robotic-assisted urology with AquaBeam, an AI-powered surgical system delivering minimally invasive precision treatments.

DeepMind founder Demis Hassabis on how he set up his life to maximize deep thinking with two full workdays in a 24-hour period:

I’m Shawn, founder of Memories.ai, former researcher at Meta and CS PhD at University of Cambridge. Today we’re launching Memories.ai: we built the world’s first Large Visual Memory Model - to give AI human-like visual memories. Why visual memory? AI to date is chat-based, which has great applications, but humans are not only chat based. Humans have visual-memories, and are visually driven. Memories.ai enables AI agents, softwares, and even robots to see and remember the world the way humans do. We just raised an $8m seed round led by @susaventures to build the visual-memory layer for AI. Why is Memories.ai so groundbreaking? 👇

Nvidia CEO Jensen Huang just made the boldest prediction of his career: “AI will create more millionaires in 5 years than the internet did in 20.” But he didn’t stop there. He revealed exactly HOW it’ll happen Here’s his framework for capitalizing before it’s too late: ⬇️

@OfficialLoganK China's MagicLab launched MagicBot Z1, a 4'7"-tall humanoid With 11-DoF MagicHand S01, 360-degree perception, and a ~2-hour runtime, this robot can walk and run while adapting to different terrains, while also ensuring quick recovery from falls

Significant progress in AI and Robotics this week. So, I summarized everything from xAI, Perplexity, Hugging Face, Figure, OpenAI, Microsoft, Google, Daxo Robotics, UC Berkeley, and more. Here's everything you need to know and how to make sense out of it:

One man turned $1,000 into $1,000,000, TWICE. David Gardner bought $AMZN in 1997 and $NVDA at 16 cents in 2005. While most sell for 10% gains, he holds for 1,000x returns. His 6 "Rule Breaker" criteria that identify 100-baggers: 🧵

50 Quality businesses:

Investor reading list by Kenbrick:

$NVO - Novo Nordisk is one of the greatest companies out there and is currently trading at its lowest valuation since 2017 (See thread) 🧵🧵 ▫️ The obesity treatment market is growing rapidly, currently valued at $50 billion, with projections reaching $150 billion globally by 2035. ▫️ The U.S. alone could account for $70 billion, fueled by rising obesity rates — with over 70% of U.S. adults classified as overweight or obese. ▫️ Novo Nordisk dominates this space, holding 45% of the U.S. market share, driven by the success of Ozempic and Wegovy. ▫️ As a Danish pharmaceutical leader, it also maintains a 40% share globally, benefitting from high demand for GLP-1 drugs and early leadership in the segment.