🥵 MARKET RECAP → Stocks closed down again on Monday as investors await big tech earnings and the September jobs report this week.

🆘 HUANG’S $500B TIGHTROPE → Q3 isn’t just about another monster quarter for Nvidia (NVDA); it’s a stress test of whether Huang’s half-trillion-dollar AI order book, capex-heavy partnerships, and strategic equity deals can justify god-mode expectations in a stock already priced like the AI end boss. NVIDIA reports earnings after the close of trading on Wednesday (11/19).

🤝 BUFFETT BLESSES ALPHABET → Berkshire’s big new stake in Alphabet (GOOG) looks like classic late-stage Buffett: trim an overgrown Apple (AAPL) position, roll into the cheapest Mag 7 name just as AI fears fade and Cloud profitability ramps, and leave his successors a boringly excellent, cash-gushing compounder instead of a moonshot.

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For the week beginning November 17, 2025

🚀 Huang just pre-announced the future: Jensen Huang says Nvidia (NVDA) has about $500 billion in 2025–26 AI hardware and networking orders “on the books.” That effectively prices in a multi-year AI supercycle, with Street models nudging 2026 data-center revenue sharply higher before the company has even reported Q3.

📊 Now earnings have to catch up: For Q3, investors are looking for enormous numbers and even bigger guidance, not just a simple “beat and raise.” The real tell will be whether commentary on that $500 billion pipeline, capacity, and pricing makes current estimates look conservative or exposes how tight the runway really is.

🤝 Huang is wiring the ecosystem by checkbook: Nvidia is backing up its dominance with equity checks tied to GPU supply and strategic stakes in players like Intel (INTC) and Nokia (NOK). Those bets deepen Nvidia’s grip on AI infrastructure, but they also raise the bar if hyperscaler capex or AI enthusiasm ever cools.

🆘 HUANG’S $500B TIGHTROPE → Q3 isn’t just about another monster quarter for Nvidia (NVDA); it’s a stress test of whether Huang’s half-trillion-dollar AI order book, capex-heavy partnerships, and strategic equity deals can justify god-mode expectations in a stock already priced like the AI end boss.

🚀 Buffett takes a rare fresh tech swing: Alphabet (GOOG) jumped after Berkshire Hathaway (BRK.B) revealed a new multibillion-dollar stake that instantly lands in its top holdings. It’s one of the more significant portfolio moves as the Buffett era transitions to Greg Abel, and a loud endorsement of Google’s AI, ads, and Cloud cash machine.

💸 Why Berkshire likely bought: Alphabet came into 2025 as the “cheap” Magnificent Seven name, trading at a discount to Microsoft (MSFT) and Nvidia (NVDA) despite dominant Search, YouTube, and rapidly improving Google Cloud economics. Berkshire is effectively trimming an outsized Apple (AAPL) win and rotating into another durable, high-cash-flow compounder with cleaner upside from AI and cloud than its sticker price suggests.

📈 Investor takeaway: piggyback, but don’t pretend it’s undiscovered: Alphabet is already one of 2025’s standout Mag 7 performers, so you’re not front-running Omaha — you’re joining a trend with fresh validation. The Buffett stamp helps de-risk the narrative, but from here the trade is about accepting “quality at a fair price” growth, not hoping for a magical value rerating from neglected levels.

Jeffrey Epstein victims’ ad calls for files to be released, Trump urges GOP to vote for House measure (CNBC)

Nvidia CEO Jensen Huang surprised investors with a ‘half a trillion’ forecast. It’ll come up at earnings (CNBC)

Judge hints at Comey indictment dismissal, orders DOJ to release grand jury material (CNBC)

AI boom is fueling a memory chip shortage that could hit cars and phones (CNBC)

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