Locator: 51550COMPUTE.
Tim Curry: age 80, dies.
Compute: a new asset class. What an exciting time to be alive!
- timeline
- Jensen Huang introduced the asset without knowing it.
- Larry Ellison appeared to have stumbled into it.
- Becky Quick asked the question -- August 2026.
- Everyone now talking about it today.
- "Compute" is a new financial asset class.
- other financial asset classes:
- equities
- bonds
- real estate
- gold
- oil
- crypto (bitcoin, others
- compute
Think of it this way:
- the price of oil (WTI, Brent) great affects 100's (maybe 1,000s) of other companies (and the general economy
- the quarterly earnings of NVDA will affect 100's of other companies, and the general economy
- some say Jensen Huang / Nvidia is the Federal chief of AI
Apple:
- more and more it looks like Apple is the gatekeeper:
- the app for "everything"
- 2.5 billion
- big announcement coming September 9, 2026
- up nicely today but well off it's recent highs
AAPL, ticker: 