idiosyncratic/indusrty specific:
NVIDIA CEO JENSEN HUANG SPEAKS AT THE GTC CONF IN WASHINGTON
macro & generic:
Wednesday, Oct 29, 2025
FED CHAIR JEROME POWELL SPEAKS AT THE FOMC OCTOBER
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by: reuben mathew
ABOUT: REUBEN'S A FUNDAMENTAL ANALYST. HE FOCUSES ON US TMT.
BA (FINANCE) : FIRST CLASS DIST
MSC (FINANCE) : 3.98/4.00
BETA GAMMA SIGMA (TOP 5% GLOBALLY)
CURRENTLY: MENTORED BY FORMER GOLDMAN & MKP MPs.
3-MONTH OBJECTIVE: CAN A HEDGE/VC FUND &/OR A BB BANK PLS GIVE ME AN INTERNSHIP IN DUBAI?
3-5 YEARS: BE A PM
5-7 YEARS: RUN MY OWN HEDGE FUND/FAMILY OFFICE
SCREENER:
recent news:
FED CHAIR JEROME POWELL SPEAKS AT THE FOMC OCTOBER
Wednesday, Oct 29, 2025
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PROJECTS:
$7.98M (45% YTD)
X FEED:
* We need to start pricing out the assumption of a Dec cut.
* I think tech is quite overvalued, but not the mag 7 particularly (minus TSLA). It's still heavily rooted in fundamentals.
* Capex subsidies - a government arms race for AI developments.
* Un-employment rates have reached 2008 levels at 4.2%.
* I've always understood tariffs to really be a weapon of negotiations - the inflow of foreign taxes are solely a byproduct.
*
MY COMMENTS:
paper trades:
NOT REAL-TIME*
FinancialJuice
BREAKING: Trump
FinancialJuice
BREAKING: Trump
So if the argument is $META is down because of being aggressive on capex for 2026, why is Nvidia holding $5T? They both should be symbiotic with each other: one providing the other’s revenue today while the other providing the other’s future AI ROI tomorrow.
amit
@amitisinvesting
amit
zerohedge
OpenAI Reportedly Targets $1 Trillion Valuation As IPO Window Opens In 2027
Walter Bloomberg
*TRUMP: INSTRUCTED DEPT OF WAR TO START TESTING NUCLEAR WEAPONS
IMPORTANT DATES:
THE UAE PROJECT:
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
"THE DARLING OF WALL ST. - NVIDIA" - EQUITY RESEARCH REPORT
NVIDIA CEO JENSEN HUANG SPEAKS AT THE GTC CONF IN WASHINGTON
LAST UPDATED: 31/1O/2025 (31st October 2025)
BOOKS:
RESOURCES:
I SUPPOSE SOME NICE WORDS ABOUT ME:
MATTHEW MOOREY:
FINANCE PROFESSOR, RESEARCHER AT NYSE
While in my class, he was the best student in the class. He asked so many perceptive questions during the semester that it made teaching this class a complete pleasure. His performance never wavered at all. He showed absolute mastery of the material throughout.
ARON GOTTESMAN:
FINANCE PROFESSOR, DEPARTMENT CHAIR OF FINANCE
I have observed Reuben's deep understanding of finance and ability to communicate complex concepts in a coherent and interesting fashion. Reuben has true depth of knowledge, an engaging communication style, and strong familiarity with finance.
PRIYA RANGARAJAN:
FINANCE PROFESSOR, PRINCIPAL AT MIDOCEAN PARTNERS
Reuben is also very personable and engaging and comes across as a team-player. Based on his performance in my class, I am confident he will be an excellent recruit, a real asset and a dedicated employee for the firm he chooses.
KEVIN LITTELTON:
EX-GOLDMAN TRADER, CEO AT NAPOLEON PARTNERS
He's my guy.
TODD YOUNG:
EX-MILLENNIUM & MKP PARTNERS MP
I have observed Reuben's deep understanding of finance and ability to communicate complex concepts in a coherent and interesting fashion. Reuben has true depth of knowledge, an engaging communication style, and strong familiarity with finance.
The information provided on this website/platform is for general informational and educational purposes only. It does not constitute, and should not be relied upon as, financial product advice.
None of the information provided t
The information provided on this website/platform is for general informational and educational purposes only. It does not constitute, and should not be relied upon as, financial product advice.
None of the information provided takes into account your personal objectives, financial situation, or needs. You will need to make your own decision about how to proceed.
We are not a financial adviser, accountant, or the like. Before acting on any information on this website, you should consider whether it is appropriate for your needs and objectives and consider seeking independent legal, financial, taxation, or other advice from a qualified professional who is licensed to provide advice in your specific jurisdiction.
We are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly by use of this website."
akes into account your personal objectives, financial situation, or needs. You will need to make your own decision about how to proceed.
We are not a financial adviser, accountant, or the like. Before acting on any information on this website, you should consider whether it is appropriate for your needs and objectives and consider seeking independent legal, financial, taxation, or other advice from a qualified professional who is licensed to provide advice in your specific jurisdiction.
We are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly by use of this website."
I MADE THIS ENTIRE WEBSITE BY MYSELF*