Updated Oct 13
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Apr 21, 2026
Ray Dalio Bets Big on AI: Bridgewater's Top Picks
Ray Dalio's Bridgewater Associates is betting big on AI with hefty positions in NVIDIA, Lam Research, Salesforce, and Alphabet. These strategic picks reflect Dalio's bullish view on AI infrastructure and software despite bubbling concerns. With NVIDIA as its lead, Bridgewater is setting up for long-term gains in the AI sector.
Ray DalioBridgewater AssociatesAI stocks
Apr 15, 2026
Elon Musk's TeraFAB: The Ambitious Plan to Overcome ASML Bottlenecks
At a recent TERAFAB event, Elon Musk unveiled plans for a massive compute facility leveraging Tesla, SpaceX, and Intel's latest technologies to bypass ASML's EUV lithography bottleneck. With a focus on using Gallium Nitride (GaN) chiplets, Musk aims to revolutionize chip production and scale AI compute to astronomical levels. The projected output is a staggering 1 TWh of annual compute, sidestepping traditional silicon constraints.
Elon MuskTERAFABASML
Apr 14, 2026
Oracle's Stock Skyrockets, Sparking Software Sector Frenzy
Oracle's stock has surged over 11-12.69%, triggering a software industry rally. With AI optimism and geopolitical stabilizations, companies like Adobe, Salesforce, and Snowflake also saw remarkable gains. The financial world is buzzing with a mix of excitement and caution, as the software industry grapples with threats from AI-driven disruptions.
OracleAdobeSalesforce