Nvidia CEO:n"THESE STOCKS WILL 100X"

Nvidia CEO:n"THESE STOCKS WILL 100X"nGoldman Sachs Technology Conference 2026nSep 10, 2026nTHE FACT OFnCYBER SECURITY WILLnLIKELY BE AnTHE NEXT MAJORnUSE CASE OFnAI AND IT IS GOING TO RUN CONTINUOUSLYnNvidia CEO Jensen Huang saysncybersecurity will be AI's next bignmarketnSO HE'S SAYINGnTHAT AS AI GETTINGnWRITING CODEnIT'LL ALSO GETnBETTER AT LAUNCHINGnCYBER ATTACKSnSO CYBER SECURITYnWILL BASICALLY BECOMEnAI AGENTS ATTACKING OTHERnAI AGENTS 24nHOURS A DAYn1 AI COMPUTEn(GPUS)nTHE FOUNDATIONn2022n"The world isnmoving from traditionalncomputing to acceleratedncomputing." - GTC 2022nMASSIVE MARKET GROWTHnNvidia became one of thenmost valuable companiesnin the world.nNVIDIAn3 NEOCLOUDSnTHE BUILDERSn2023n"The next wave of AInwill be built by cloudnproviders that specializenin compute."n- Interviews 2023nNEW AI CLOUD LEADERSnNeoclouds that rent GPUncompute at scale seenmassive growth.nCW CoreWeaven4 MEMORYnTHE BOTTLENECKn2024n"Memory is a criticalnbottleneck for AI."n- Interviews 2024nDRAM SUPER CYCLEnMemory stocks rallied.nSK hynix Micronn5 PHOTONICS &nNETWORKINGnTHE CONNECTIVITYn2025n"As AI clusters getnlarger, high-speednnetworking andnphotonics becomenmore important."n- GTC 2024nNEXT INFRASTRUCTURE WAVEnOptical networking andnphotonics stocks surged.nLUMENTUMn6 CYBERSECURITYnUP NEXTn"Cybersecurity willnlikely be the nextnmajor use case of AI,nit's going to runncontinuously."n- Sept 2026nAND JENSEN HASnA PERFECT TRACKnRECORD WHEN ITnCOMES TO PREDICTINGnWHERE MONEY WILLnFLOW IN THISnAI REVOLUTION WITH GPUSnAND NEO CLOUDSnAND MOST RECENTLYnMEMORY AND PHOTONICSnAND NOW HEnTHINKS CYBERSECURITY ISnUP NEXTnCrowdstrike Holdings Inc.nNASDAQ: CRWDn208.86 USDn+92.76%n+100.51 past yearnClosed: 11 Sep, 12:17AM GMT-4 DisclaimernAfter hours 209.11 +0.25 (0.12%)n1Dn5Dn1Mn6MnYTDn1Yn100n50nJan 2023nTALK ON THISnLIST IS CROWDnSTRIKE WHICH WAS MENTIONEDnBY JENSEN HIMSELFnDURING LAST NIGHT'SnAND JUST LASTnWEEK NVIDIA ANDnCROWDSTRIKE LAUNCHED SAFEnAN AUTONOMOUS CYBERSECURITYnWHERE OFFENSIVE ANDnDEFENSIVE AInAGENTS CONSTANTLY ATTACKnEACH OTHER TOnIMPROVE THE COMPANY'SnDEFENSESnPalo Alto Networks IncnNASDAQ: PANWn338.49 USDn+70.67%n+140.16 past yearnClosed: 11 Sep, 4:00AM GMT-4 DisclaimernPre-market 342.30 +3.81 (1.13%)n1Dn5Dn1Mn6MnYTDn1Yn400n300n200n100nJan 2023nBUT NVIDIA ISnALSO WORKING WITHnPALO ALTO TO BRINGnAI POWERED CYBERSECURITYnDIRECTLY INTO THEIR DATAnCENTER INFRASTRUCTUREnNVIDIA CorpnNASDAQ: NVDAn218.36 USDn+23.25%n+41.19 past yearnClosed: 11 Sep, 4:04AM GMT-4 DisclaimernPre-market 219.87 +1.51 (0.69%)n1Dn5Dn1Mn6MnYTDn1Yn240n220n200n180n160nBUT I THINKnTHE BIGGEST OPPORTUNITYnCOULD ACTUALLY BEnWITHIN NVIDIAnTHEMSELVES BECAUSE NOnMATTER WHICH CYBERnSECURITY PLATFORM YOUnALL OF THESEnAUTONOMOUS AGENTS NEEDnAN ENORMOUS AMOUNTnOF COMPUTEnTO CONSTANTLY DETECTnAND RESPOND TOnTHESE ATTACKSnMEMORY BECAME A TAXnON AI INFRASTRUCTUREnAI INFRASTRUCTUREnGPUS POWERnBIGGER AI MODELSnDRAMnMORE MEMORYnAI REQUIRES MASSIVEnAMOUNTS OF MEMORYnHIGHER COSTSnMEMORY BECAME A TAXnON AI INFRASTRUCTUREnCYBERSECURITY WILL BECOMEnA TAX ON AI ITSELFnAInMORE AI MODELSnBigger, more powerful,nmore autonomousnGREATERnSECURITY NEEDSnMore attacks meannmore AI-drivennCYBERSECURITY WILL BECOMEnA TAX ON AI ITSELFnBECAUSE EVERY NEWnAGENTnCREATES ANOTHER ATTACKnTO BE PROTECTEDn24 HOURS A DAYnLIKE MEMORY BECAMEnA TAX ON AInINFRASTRUCTUREnCYBERSECURITY WILL BECOMEnA TAX ON AInBECAUSE EVERY NEWnAGENTnCREATES ANOTHER ATTACKnTO BE PROTECTEDn24 HOURS A DAY