$NVDA

TUNE INTO FOX BUSINESS I’ll be covering: • Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand • How I’m thinking about $SPCX & $NVDA in space-based AI compute theme • $AAOI role in AI data center buildout as optics become connectivity layer between GPUs, racks & clusters • Why drones & autonomous defense are becoming one of my top themes through $AVAV, $KTOS, $ONDS & $MRCY