Shut Up And Buy These 5 Smart Stocks And You'll Thank Me In A Year 😉😂🥳 Part 2! (8 Reasons Nvidia Is My Highest Conviction Idea Ever)

TLDR (Too Long Didn’t Read)- Not Even the Bullet Points😉😂🤣 The Podcast Version of This Article Is Coming Later Today (GNG Chat Room will post it, but I’ll edit this article to post it here. Jensen’s History Podcast is in Part 4 of this article. I love all our GNG members! Even the lazy bastards who don't have time to read 8 bullet points😉😂🤣 Source: Fable 5, Chat GPT 5.5 Pro, FactSet In  Shut Up And Buy These 5 Smart Stocks, And You'll Thank Me In A Year  😉😂🥳 ,   I explained why 4 of the 5 hyperscalers (MSFT, AMZN, ORCL, META, in that order) were table-pounding Buffett-style fat pitches. Microsoft has the most immediate catalyst due to their recent “doubling data center footprint in 2 years” disclosure (it means the next earnings report is almost certainly going to be a face-ripping “knock the cover off the ball” because the company is well aware that raising capex guidance will trigger worries about short-term free cash flow. Amazon is RIGHT BEHIND Microsoft in conviction because the valuation (5th percentile vs 1st for Microsoft) is almost as good and the medium-term growth rate is about 7% CAGR faster, and they have 8 different $1+ trillion addressable markets to drive ongoing strong growth beyond just datacenters. Oracle at a PEG of 0.33 vs a 3-year (age of AI) average of 1.76 is one of the most undervalued BBB-quality blue-chips I’ve ever seen. 36% CAGR growth consensus and the EV/EBITDA multiple has now fallen to 10 (it’s drifted lower since the Friday report came out). META has the most immediate evidence of AI spending boosting the bottom line BUT has the most regulatory risk (nations around the world, states, and schools are racing to limit youth exposure to social media) and also Mark Zuckerberg’s history of “I am going to spend $160 billion building something that no one has asked for…trust me this makes sense” showcases the dangers of dual class structures Source: Gemini Don’t get me wrong, I am not saying it’s unethical for companies like Alphabet, Meta, or SpaceX to have such structures. I just want to point out that when the founder has majority voting power they serve as an effective emperor and shareholders must be 100% comfortable with the 100% fact that they effectively hold 0% say over what the company does. Alphabet is a great company, BUT the roughly 12% to 20% discount means that “just” 20% CAGR returns are justified by fundamentals over the next 5 years. Now I know that long-term readers might be thinking “Wait, didn’t Buffett deliver 20% CAGR returns at Berkshire? Aren’t those the kinds of life-changing returns that only a fool would be upset with?” And yes, that is true. Consider the fact that the best year for the stock market in history…the 1950s, was a 19.5% CAGR decade. Fun fact: 26.8% total returns in 2026 through 2029 would make this the best decade in stock market history. And Yield + growth + return to historical PEGY justifies 26.8% CAGR This is why “just” 20% CAGR returns Doesn’t Get A Reccomendation From Me When the Nasdaq’s FCF/share is growing at 24% (I’ll update this in the next few weeks, but likely the acceleration has continued) Source: FactSet Tech earnings growth keeps accelerating, and I’ll explain the specific mechanism for why this is (despite the incredible growth spending) next Week in Tokenomics 3: Bigger, Cheaper, and Growthier Than Ever!😉🥳🤯 The research team and I spent about 50 hours over the last few days deep-diving on the Exponential Review State of AI 2026 economic report, and here is the podcast in case you want to listen. 366 pages of research notes based on the 60 charts in the Exponential review created for its report. And the Podcast is the best explanation for the AI boom I've ever heard. Source: NoteBook LM 4 S-curves make up the growth in capex/cost. 5 S-curves make up the growth in demand/revenue This explains why margins keep rising, as do revenue, EPS, and cas