Archive - Nick’s Vital Few

May 2025

5/19/25-Data Center Growth, Thinking Game🤖, Platform 🚄vs Aggregator

“Another search engine or another site is only a click away.🖱️”

May 19

5/5/25-Google & SpaceX🚀,NCAA 💰Expert, DeepMind's Demis 🏆

Hot Stock Tips are Hot Garbage 🔥🗑️

May 5

April 2025

4/21/25-Cathie on US Factories 🤖, Prof. Jamie Dimon 🧑🏻‍🏫, ASML’s Data Security🔓

"Every audit report was how great🌹🌹 we were.🧐 I was like, WHAT? We suck! How is this possible?"

Apr 21

4/7/25-Altman's Warning 🔥, Micron Fab Tour 🏭, AR & Inventory👀, Kirkland Brand

A sale is not a SALE until you have collected the CASH MONEY. 💵

Apr 7

March 2025

3/24/25-Replace Tim Cook🍎,Google's Porat🤩, Nvidia GTC Summary, 7 Powers 📘

If you don't invest for the long run you're sowing the seeds of your own destruction.

Mar 24

3/10/25-Option Pricing🧮,Old Dams🦫, Bad News vs Small Success🤔

Bad news is a headline, and gradual improvement is not.

Mar 10

February 2025

2/24/25- Uber🚕on Waymo🤖,Snow❄️on Databricks, Public Co LEAPS🦘Options

Fact- Any fool🤡 can spend money.

Feb 24

2/10/25- Lam Research🔬, Big Short Panel📺, The Nvidia Way, 🤔Dangers of AI

You don’t bullsh*t Jensen. The appropriate answer is “I don’t know Jensen, but I will find out.”

Feb 10

January 2025

1/27/25-Public Co Mnthly Data📅, Inflation v. Default, Cadets at West Point🫡, Far East History

..that option would be Voldemor*👿, I mean "he who will not be spoken of."

Jan 27

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