Wednesday Edition

Earlier this week Jensen Huang (the CEO of the world's largest company) told a sold-out arena that NVIDIA expects $1 trillion in AI chip orders through 2027.

Tuesday, Amazon CEO Andy Jassy told employees AI could double AWS revenue to $600 billion.

$1.6 trillion in AI demand signals in 48 hours... and the stocks barely moved.

Today, three catalysts collide. The Fed drops the first dot plot of 2026. Powell holds his second-to-last press conference as Chair. And Micron reports after the bell with options pricing an 11% move.

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THE INSIDER EDGE

THE $1.6 TRILLION SIGNAL

Let's connect the dots nobody else is connecting.

Jensen doubled NVIDIA's demand forecast to $1 trillion through 2027 at GTC. Jassy said AI could push AWS to $600 billion in annual revenue by 2036. Same thesis, opposite ends of the stack. The chips power the cloud. The cloud sells the compute.

Vera Rubin ships later this year. Roughly 10x performance per watt versus Blackwell, purpose-built for inference... where the money is moving as AI shifts from training to production.

NemoClaw is the sleeper. NVIDIA built an enterprise-secure stack for OpenClaw, the agentic AI platform that's been going viral. Jensen called it "the operating system for personal AI."

Robotaxis got real. Uber announced an autonomous fleet powered by NVIDIA across 28 cities on four continents by 2028. BYD, Hyundai, Nissan, and Geely all joined the platform.

And yet, NVDA sold off two straight days after the keynote. The biggest demand forecast in semiconductor history, and the stock couldn't hold momentum.

Because the macro is heavy. Oil has ripped roughly 44% this month with the Iran war in its third week. Gulf exports are down at least 60%. The IEA released 400 million barrels from emergency reserves... about four days of global consumption.

BEAR CASE: Oil stays elevated, inflation re-accelerates, the Fed signals zero cuts in 2026. Growth stocks take another leg down.

BULL CASE: $1.6T in demand signals don't lie. If Powell frames the oil shock as temporary, the dot plot stays dovish enough to let growth names run. Analyst targets on NVDA range from $220 to $300.

YOUR ROADMAP

THREE CATALYSTS TODAY

2:00 PM ET — FOMC + DOT PLOT

Hold is priced in. Watch inflation projections... anything above 2.7% is a yellow flag. Powell's presser at 2:30 could matter more than the statement.

4:30 PM ET — MICRON (MU) EARNINGS

Every AI server needs memory. Options pricing an 11% move. MU sold off after earnings three of the last four quarters... even on beats.

ALL DAY — NVIDIA GTC DAY 3

GTC runs through Thursday. Partner announcements still flowing. Any surprise could move the AI supply chain.

ON OUR RADAR

WHERE THE $1.6T FLOWS NEXT

MU ▲

The ultimate GTC derivative play... and it reports tonight. Every AI server needs Micron's HBM (high-bandwidth memory).

UBER ▲

The GTC robotaxi deal could reshape Uber's cost structure. Autonomous vehicles across 28 cities by 2028 means the biggest expense, the human driver, could eventually go to zero.

VRT ▲

Every AI factory needs power and cooling. Vertiv is the critical infrastructure layer. Someone has to keep the racks cold.

PLTR ▲

If NemoClaw makes agentic AI enterprise-ready, Palantir could be the governance layer Fortune 500s trust to deploy these agents.

SMCI ▼

Launched plug-and-play AI servers at GTC but hasn't caught a bid. Higher risk, but cheap if the thesis plays out.

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BOTTOM LINE

$1.6 trillion in AI demand signals dropped in 48 hours and the market barely flinched. The Fed speaks this afternoon. Micron reports after the bell. Oil is raging with a war in the Persian Gulf.

The wealth transfer isn't coming... it's already here.

Stay Locked In

— The Lead Editor, Main Street Betz

DISCLAIMER

We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time. That combination is either genius or a liability, and we honestly aren't sure which one yet.

Nothing here is financial advice. Seriously. Do your own research. Talk to an actual licensed professional before you YOLO your savings into something you read in a newsletter written by an ape in a hoodie.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your "diamond hands." It will humble you. It humbles us too. That's the game.

We may hold positions in securities mentioned. Trading and investing is risky. Trade at your own risk. Eat Cookiez responsibly.

 

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DISCLAIMER

This newsletter is for entertainment and educational purposes only. We are not financial advisors. We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time.

Nothing here is financial advice. We don't know your risk tolerance, your portfolio, or how many times you've panic-sold at the bottom. Do your own research. Talk to an actual licensed professional before you YOLO your savings into anything we mention.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your "diamond hands." If you can't afford to lose it, don't trade it.

We may hold positions in securities mentioned. Trade at your own risk. Eat Cookiez responsibly. 🍪

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