Day: November 26, 2025

President Trump said the U.S. will allow approved sales of $NVDA H200 and other chips from $AMD & $INTC into China with 25% of the revenue flowing back to the U.S. under the agreement.

$GOOGL is using Gemini to meter every AI interaction across its ecosystem by letting it monetize intelligence through Search, Android, YouTube & Cloud.

With billions of daily touchpoints, Google can turn AI usage into a recurring revenue engine.

The US is preparing to let $NVDA export its older H200 GPUs to China.

It’s a major shift in how AI export controls are being handled because H200 is far more capable than the current A800 and H20 parts China has been restricted to, yet still well below the Blackwell roadmap the…

President Trump says he’ll sign a “One Rule” executive order to replace 50 state-level approvals with a single federal process.

He argues the current system slows AI development by forcing companies to navigate fifty different regimes.

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Futurum Equities Podcast | Episode #22 | $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $VST, $WULF, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $VKTX $AVGO, $GOOGL, $AMZN, $META, $CEG, $SOFI, $OKLO, $EOSE, $META

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Spent the week at $AMZN re:Invent. More convinced than ever that we are at the earliest phase of AI and that we are constrained in every area meaning there is almost a 0% chance we are in a bubble at this point.

Chips, memory, storage, etc. All constrained and everything being…

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IS $ORCL DRAWDOWN JUSTIFIED?

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