NVIDIA's Founder Says Farmers Should Absolutely Use AI

“If I were a farmer, I would absolutely use AI.” 

That’s Jensen Huang, founder and CEO of NVIDIA. 

And he's pointing to one of AI’s biggest untapped opportunities: Farming. It’s an industry facing mounting pressure to produce more with less and it’s still massively under-automated. 

DIT AgTech brings AI, nutrition automation, and real-time data to livestock production, helping ranchers boost productivity and get more from every animal. 

And it’s already proven in one of the world's toughest livestock environments: 

• 500+ units deployed 

• 370,000 head of livestock on the platform 

• Up to 55% higher daily weight gain 

Now expanding into the U.S. and Brazil, DIT AgTech is targeting a 300M+ head cattle market. And the biggest barrier to adoption? Gone. Ranchers get the technology for free when they sign up for a three-year nutrition plan. 

DIT AgTech can scale adoption faster, which means more data and more recurring revenue. 

Invest before this early-stage opportunity gets harder to access.

Invest in DIT AgTech Today

^{𝘐𝘯 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯, 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘮𝘶𝘴𝘵 𝘳𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦𝘪𝘳 𝘰𝘸𝘯 𝘦𝘹𝘢𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘴𝘴𝘶𝘦𝘳 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘵𝘦𝘳𝘮𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘮𝘦𝘳𝘪𝘵𝘴 𝘢𝘯𝘥 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥. 𝘋𝘐𝘛 𝘈𝘨𝘛𝘦𝘤𝘩 𝘩𝘢𝘴 𝘧𝘪𝘭𝘦𝘥 𝘢 𝘍𝘰𝘳𝘮 𝘊 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘪𝘯 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘰𝘯 𝘸𝘪𝘵𝘩 𝘪𝘵𝘴 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨, 𝘢 𝘤𝘰𝘱𝘺 𝘰𝘧 𝘸𝘩𝘪𝘤𝘩 𝘮𝘢𝘺 𝘣𝘦 𝘰𝘣𝘵𝘢𝘪𝘯𝘦𝘥 𝘩𝘦𝘳𝘦: https://bit.ly/4bzuWCi​  ​}

☕️ GM Munchers! I hope your weekend was calmer than the market. It was my wife’s birthday, so I bought her gifts with money I haven’t yet admitted the market torched last week. Ignorance is a present for both of us.

On today’s menu:

• 💼 The Jobs Report Threw Everyone A Curveball

• 🕵️ A Chinese Spy Tried To Get Inside Nvidia?

• 🍟 Tasty Movers & Shakers

• 💉 Moderna Is Up 950%!?

• 🤯 This Is A Crazy Elon Musk Stat

Friday’s numbers:

BREAKING NEWS

💼 The Jobs Report Threw Everyone A Curveball

After a brutal week of election shocks and an AI-driven selloff, Friday delivered one more plot twist. The October jobs report came in red-hot, with employers adding 165,000 new jobs. That absolutely crushed expectations, since economists had penciled in just around 59,000. On top of that, the unemployment rate actually ticked down to 4.1%, and August’s weak number got revised higher. In short, the economy is running much stronger than people thought.

Normally, a strong jobs report is cause for celebration. More people working means a healthy economy, right? But here’s the twist that makes this complicated. A strong economy gives the Federal Reserve more reason to raise interest rates again at its December meeting to keep fighting inflation. After Friday’s report, traders bumped the odds of a December rate hike up to around 77%. Higher rates mean more expensive mortgages, pricier credit cards, and pressure on stocks. So good news for workers became worrying news for the market.

There’s one more catch buried in the numbers. While more people are working, their paychecks aren’t keeping up with rising prices. Wages grew 3.1% over the past year, but inflation ran at 3.7%. That means the average worker is quietly falling behind, even with a job.

• 📊 Hiring was broad. Professional and business services led with 70,000 jobs, nearly five times its usual pace, while healthcare added 42,000 and manufacturing 19,000.

• 📉 Real wages are shrinking. With pay trailing inflation for months now, families are working just as hard but affording a little less at the checkout.

• 🏦 The Fed is boxed in. A sturdy job market gives the central bank cover to keep raising rates, exactly what a nervous stock market does not want to hear.

Now, here’s what you really need to watch this week, because it’s loaded with catalysts that could swing an already shaky market. After last week’s drop, every one of these matters more than usual.

• 🔥 Tuesday is the big one. The October inflation report (CPI) drops, and it’s the week’s main event. A hot number cements that December rate hike and could spook stocks further. A cool one brings sweet relief.

• 💻 AI gets tested again. CoreWeave, a key AI data-center company, reports earnings Tuesday, with Cisco and Applied Materials following Thursday. After the AI selloff, these results will be read very closely.

• 🏠 More clues roll in. Friday brings wholesale price data (PPI), and Thursday offers fresh reads on jobless claims and home sales, filling in the economic picture.

The Munch Take: A strong economy that refuses to quit is a genuine double-edged sword. It’s wonderful news if you’re worried about your job, but it’s a headache for anyone hoping for lower rates, cheaper mortgages, or a calmer stock market. After last week’s carnage, nerves are frayed, and we get it. But this is exactly when discipline beats panic. Tuesday’s inflation report is the one to circle, since it will largely decide whether the Fed hikes in December and sets the market’s mood for the rest of the month. Our approach has not changed one bit. We are not trying to guess which way a single data point breaks, because that’s a loser’s game. We’re staying calm, keeping our watchlist sharp, and remembering that volatile weeks like the one we just had are precisely when patient investors get handed opportunities. Fear is running hot right now. That’s usually when it pays to keep your head. Buckle up, Munchers, and let’s see what this week brings.

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STORY OF THE DAY

🕵️ A Spy Scandal Just Landed On Nvidia’s Doorstep

This is the kind of story that sounds like it was ripped from a movie script. According to the Financial Times, building on earlier reporting from the New York Times, US officials believe Nvidia $NVDA CEO Jensen Huang had a romantic relationship with a woman that American intelligence suspects was a Chinese spy. For the most valuable chip company on the planet, run by one of the most powerful people in tech, this is a jaw-dropper. Let’s break down what’s actually being claimed, and whether it matters for the stock.

First, the crucial detail everyone needs to understand. Huang himself has not been accused of any wrongdoing. Not by the FT, not by the NYT, not by anyone. The allegation is that a woman named Alice Huang (no relation to Jensen), an executive at a Singapore-based Nvidia customer called Megaspeed, was allegedly recruited by China’s intelligence service to gather information on him. In other words, the reporting frames Huang as the target of a possible spy operation, not the villain.

What did the alleged spy supposedly want? According to the reports, her goal was to gather information and nudge Huang toward pushing for looser US export rules, which would let Nvidia sell its most advanced AI chips into China. US national security officials have been frustrated with Huang’s lobbying on exactly that front.

• 📄 A memo started it. US officials reportedly wrote up these findings earlier this year, circulating it among senior officials just before Trump’s trip to Beijing.

• 🏛️ Congress wants answers. Top House Republicans have already asked Huang to answer questions privately before several committees, turning up the political heat.

• 🤐 Nvidia stayed quiet. The company declined to comment on the relationship, noting only that Huang meets thousands of customer executives every year.

The Munch Take: Alright, let’s separate the soap opera from the stock, because they are two very different things. As a headline, this is wild stuff, the sort of spy-thriller drama that gets thousands of replies on social media in minutes. But as investors, our job is to ask the boring, important question: does this actually hurt the business? Our honest read is that the odds of this directly tanking Nvidia’s stock long term are low, for one simple reason. Huang isn’t accused of a crime, and being the target of a foreign spy is not illegal. The real risk here isn’t the relationship itself, it’s the political fallout. The genuine thing to watch is whether this hands Washington a reason to clamp down harder on Nvidia’s China chip sales, or whether the congressional questioning turns into a bigger headache. That’s a governance and regulatory risk, not a scandal risk. Could there be a legal issue for Huang personally? Based on what’s been reported so far, that looks unlikely, since no wrongdoing has been alleged. The bigger story remains Nvidia’s business, its upcoming earnings, and the China export fight that was already raging before any of this surfaced. Juicy headline, sure. But don’t let a spy novel distract you from the actual numbers. We’re watching the politics, not the gossip.

MARKET OVERVIEW

🍟 Tasty Movers & Shakers

😄 Free Guide: How options income actually works before you try it (from StockEarnings)

☁️ $NET Cloudflare soared 9.91% on a 39% jump in quarterly revenue and an improved full-year outlook. When growth is this strong, investors are happy to pay up for the story.

💾 $AMD Intel, AMD, and Micron climbed 7.71%, 11.04%, and 5.12% as investors bought the dip in chip stocks after the brutal tech selloff.

🚗 $LYFT Lyft slipped 4.20% after a mixed earnings report that left investors unimpressed.

📉 $TEAM Atlassian cratered 16.15% as its outlook pointed to slowing data center revenue, expected to drop roughly 14% this quarter. Guidance is everything, and a shrinking number spooks the room fast.

🚀 $FLY AST SpaceMobile popped 6.92% and Firefly Aerospace jumped 36.80% on a roughly $1.3 billion deal for Firefly to supply 36 rocket engines and license its tech to AST. A deal this size is a game-changer for a young space company.

STOCK OF THE DAY

💉 Moderna Went From COVID Has-Been To Cancer Superstar

Talk about a comeback for the ages. Moderna $MRNA, the company most people remember for its COVID vaccine, has seen its stock skyrocket more than 900% this year. Those are genuinely life-changing returns, the kind that turn a modest investment into a small fortune. Just a year ago, this was a fading pandemic stock that most investors had written off. So what on earth happened? Let’s break down this remarkable turnaround.

The heart of the story is cancer. Moderna has shifted its focus from fighting COVID to fighting cancer, and that bet is paying off in a huge way. The company, working with drug giant Merck, reported powerful results from a late-stage trial of a personalized cancer vaccine. In patients with melanoma, a deadly skin cancer, the treatment cut the risk of the cancer returning or spreading by around 42% when paired with Merck’s blockbuster drug Keytruda. That’s a potential game-changer in medicine, and investors went wild for it.

This wasn’t the only piece of good news, either. Moderna just reported strong earnings, with revenue jumping 29% and the company turning a profit again for the first time in years. It also raised its forecast for the year and recently joined the prestigious Nasdaq-100 index. Everything is suddenly going right.

• 🧬 The science is the story. The cancer vaccine uses the same mRNA technology that powered Moderna’s COVID shot, now aimed at a far bigger prize.

• 📈 Profitable again. After years of losses, Moderna is back in the black, with newer products and strong vaccine sales driving the rebound.

• 🏛️ Tailwinds are building. Buzz around a potential national push to speed up cancer vaccine development has investors betting Moderna leads the pack.

The Munch Take: Obviously, we’re not chasing this stock. The money has already been made. A run of more than 900% in a single year is the kind of move that rewards the people who were brave enough to buy when everyone else had given up on this company. Chasing it now, after the crowd has piled in and the excitement is sky-high, is exactly how investors get burned. That’s not our game. Here’s what we genuinely appreciate about the story, though. This is a real turnaround built on real science, not just hype. Moderna took a technology everyone associated with COVID and pointed it at one of medicine’s biggest challenges, and it’s actually working. The potential to help cancer patients stay cancer-free longer is a profound thing, and if it pans out, this could be just the beginning of a much larger business. But loving a company and chasing its stock after a massive run are two very different things. We tip our hat to the early believers, and we’ll keep watching from the sidelines. Sometimes the smartest move is simply admiring a great run without feeling the need to jump on at the top.

🚀 Pre-Market Fuel

1. ✅ 10 Stocks To Buy Before January (via Good Morning Alerts)

2. 🤯 This is a crazy Elon Musk stat.

3. 🇰🇷 South Korea’s stock market is collapsing.

4. 📕 Are these the most overhyped finance books?

5. 😂 These stocks are destroying Nvidia.

🍪 Munchy Memes

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