📈 Jensen Huang's Bold Advice

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Good Morning & Happy Monday!

Trump signs a major crypto bill into law, gold ticks higher as Fed signals diverge, and Wall Street punishes even “good” earnings. Plus, David Sacks’ dual role raises ethics questions, and Jensen Huang reveals where he’d focus if he were 22.

Grab your Americano and let’s get into it. ☕️ 👇️ 

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Market News

🇺🇸 Trump Signs GENIUS Act Into Law, in Major Milestone for Crypto Industry
President Trump just signed the GENIUS Act into law, marking a major shift for U.S. crypto policy. The bill sets a clear path for stablecoin regulation, aligning with Trump’s vision to make America the crypto capital of the world. At the signing, Trump called stablecoins “the greatest revolution in financial tech since the internet.” With the CLARITY Act and Anti-CBDC bill also in play, crypto’s momentum in D.C. is only growing.

🥇 Gold Rises With US Interest-Rate Cuts and Tariff Agenda in Focus
Gold climbed 0.5% to around $3,366 an ounce as Fed officials split on how Trump’s tariff moves might fuel inflation. Some, like Governors Waller and Bowman, signaled support for rate cuts, which typically boost gold. Others stayed cautious, citing inflation risks. Meanwhile, Trump's pressure on Fed Chair Powell is mounting, with talk of a potential replacement already swirling.

💵 Earnings misses are going to get punished more than usual
Earnings season is heating up, but even strong results aren’t sparking big moves, a sign that elevated valuations are weighing on investor reactions. Last week, JPMorgan and Bank of America posted solid numbers with little stock upside, while Netflix fell 5% despite topping estimates and raising guidance.

The broader market is now grappling with a disconnect between company performance and price action. As Brian Jacobsen of Annex Wealth Management noted, “The biggest risk right now is valuation”, suggesting that even improving fundamentals may not justify how much investors are currently paying. Alphabet and Tesla report Wednesday, and their results will test this dynamic further.

🏢 David Sacks and the blurred lines of government service
Vultron, a startup building AI tools for federal contractors, raised $22 million this week, and spotlighted Craft Ventures, co-founded by White House AI adviser David Sacks, as a key backer. The announcement has reignited concerns about conflicts of interest, as Sacks holds dual roles in government and venture capital. He’s received two ethics waivers allowing him to shape AI and crypto policy while keeping financial stakes in both sectors, a setup ethics experts call unprecedented and troubling.

Invest & Strategies

🧑‍🎓 Nvidia CEO: If I were a 20-year-old again today, this is the field I would focus on in college
If Nvidia CEO Jensen Huang were 22 today, he says he’d dive into physical sciences over software. Why? Because we’re entering the era of “Reasoning AI”, systems that can understand, problem-solve, and act like digital workers. The next leap? “Physical AI,” which blends physics with robotics to power the factories of tomorrow. Huang sees it as key to solving global labor shortages.

🌌 Should you buy GLXY?
This post shares why one investor believes $GLXY is significantly undervalued and could hit $100/share in the coming years. The author, who names $GLXY as their largest position, argues that Galaxy Digital is a complex, misunderstood business with major upside for those bullish on Crypto and AI. With ample liquidity and a 12+ month time horizon, they see a strong rerating ahead, especially once the market better understands the company's three core components.

👀 Warren Buffett Sells Bank of America and Buys a Monster Stock Up 1,700% Since 2011
Warren Buffett's Berkshire Hathaway made two notable moves in Q1: it trimmed its Bank of America stake by 7%, selling over 48 million shares, though the stock remains its fourth-largest holding. Meanwhile, Berkshire boosted its position in Domino’s Pizza by 10%, adding nearly 239,000 shares. While still a small slice of the portfolio, Domino’s has surged 1,700% since 2011.

Best of Twitter

Our Recommendations:

💻️ MEXC - Where we find and trade Crypto with low fees.
📈 TradingView - Software we use to chart stocks.
🔐 Trezor - Our favorite hardware wallet to keep our Crypto secure.
🦑 Kraken - Where we buy crypto with cash / withdraw profit to our bank.