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Introduction Nvidia (NASDAQ: NVDA) has long been at the forefront of technological innovation, establishing itself as a dominant player in the semiconductor industry. From its groundbreaking contributions to the gaming world to its central role in artificial intelligence (AI) and high-performance computing, Nvidia’s influence is undeniable.

Warren Buffett would likely not invest in Twilio Inc. at its current stage.

Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.

Barrick Gold Corporation (NYSE: GOLD) presents a compelling investment thesis backed by robust catalysts, thoughtful management execution, and a deeply derisked reserve base that aligns with the evolving dynamics in the gold and copper markets. Catalysts: Reserve Expansion, Strategic Projects & Commodity Tailwinds The key catalyst driving Barrick’s upside is the significant growth in gold and copper reserves , underscoring its exploration success and long-term sustainability.

Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.

As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for CRWD: · When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software, was nothing new, but with several pain points for customers: reduced system performance, updates needed to be installed, for each problem you needed a different software, so you dealt with silos, … · So he build a fully cloud-based platform, named Falcon. It has a modular concept, and customer pays within an abo model only the contracted modules.

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.