Daave “3 and 30” Tepper — Ima be honest. Portfolio is balls long ai and was +2 today. had no idea Soxx was -2. Concentrated with 25 points cash. that would score as massive jensen’s alpha (yes I own Nvda…↗
Jun 4
rubicon59 — @3Plantey2 “It is our own CPU cores we put together.” $NVDA↗
Jun 4
Daave “3 and 30” Tepper — @valleyinvesting haha obviously r1 isnt a perfect analogy
but if nvda drops hbm from gpu and the cost for tokens plummets, for model's "good enough", which way does the table tilt?…↗
Jun 4
rubicon59 — “Vera CPU performance is about a 2x of any other x86 CPUs.” $NVDA↗
Jun 4
Daave “3 and 30” Tepper — nemotron 3
ssm momentum and risk to traditional transformer llms is real.
good news for $nvda is ssm's use gpus
bad news is cuts memory consumption - maybe jevons works to the…↗
rubicon59 — Maybe it is not obvious, but $NVDA is a recurring revenue business.↗
Jun 4
Daave “3 and 30” Tepper — What an absolute asshole of a commercial operator.
Genuinely scaring the world into duopoly lock-in.
I’d be scared too.
Open source coming.
$nvda $nbis↗
Jun 4
rubicon59 — $AVGO is 2x $NVDA multiple and $NVDA is a superior business.↗
Jun 4
rubicon59 — The more I run the numbers, the more $NVDA looks like a no-brainer at these prices.↗
Shay Boloor — @FuturumEquities I think $AVGO is down because earnings did not give investors enough upside surprise to fuel the next leg higher. At ~30x earnings, the market needed a bigger rais…↗
Ben Pouladian — Custom ASICs are fast until the world changes.
CUDA is different. It is a living platform. NVIDIA can revise the stack, tune performance, and move with the workload.
ASICs get ta…↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE NVIDIA NEMOTRON 3 ULTRA ANALYSIS
EXECUTIVE OVERVIEW
Nemotron 3 Ultra should be interpreted less as a discrete open-model release and more as a strategic dem…↗
Jun 4
Michael | Hypermarkets — TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)
#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization p…↗
Jun 4
TheValueist — $NVDA The RTX Spark Shift: NVIDIA and Microsoft’s Edge AI Strategy.
The NVIDIA/Microsoft RTX Spark announcement is strategically important because it reframes the AI PC from a Cop…↗
Jun 4
TheValueist — I have an $AMZN Alexa Plus Echo device in my kitchen, and I reordered some supplements and drinks by voice for the first time ever this morning. It was amazing and simple. It's lik…↗
Jun 4
Antonio Costa — 👇 $RUM $NVDA 👇 Crazy short ratio on Rumble 10.41 (Days to cover) Short interest is 27.99 (Fintel)↗
Jun 4
TheValueist — $NVDA $MU $SNDK $LITE - NVDA running very hard at building a competitive US-based OSS LLM. Great for the industry and GAI infrastructure trade.↗
Jun 4
Jason's Chips — $NVDA Kyber rack has a beautiful and elegant design.
Compute blades (GPUs) slot in vertically from the front while NV switch modules go in horizontally from the back. They meet in…↗
Jun 4
Daave “3 and 30” Tepper — SSM - not a sexual reference, it’s a nascent model architecture
Wake up
$nvda $nbis https://t.co/8sJVYgDDOP↗
Jun 4
Shay Boloor — $AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model.
Thats one of the stron…↗
Jun 4
The Assembly — This is one of $NVDA’s latest investments.
Almost nobody is covering it. These are exactly the kind of names you want to find first.
Here it is:↗
Jun 4
Jason's Chips — $NVDA Vera compute tray
Look at how much memory there is!
It is really a DRAM tray
Bullish CPUs = Bullish memory https://t.co/aS6MeZyXIl↗
Jun 4
Serenity — This timeline keeps getting more and more unreal…
$NVDA Jensen Huang to meet Faker (League of Legends)
I did talk with Jensen few years back about PUBG and GPU shortages for mini…↗
Jun 4
tae kim — Foxconn Vera Rubin rack $NVDA https://t.co/4WcMWyQnKq↗
Jun 4
Serenity — @AngelSagiri I’ve repeated this for every single stock, but insider selling means literally nothing.
A managing director of wireless transferring ownership over to US investors do…↗
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Serenity — @_king142 $SIVE was probably the most recent visible laser chokepoint that’s still being rerated since seem to be in every $NVDA NVLink CPO ecosystem partner + merchant/asic cpo su…↗
TheValueist — $NVDA $MU $SNDK $LITE Thank you!! Read our reports, friends!! They will make you a better investor!!↗
Jun 4
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 4
tae kim — Nvidia CEO Jensen Huang on component supply:
"We have the support of our supply chain across Vera Rubin, for Vera, for HBM3E, for HBM4, for Cowos, for wafers, for packaging, for c…↗
Jun 3
Serenity — Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remem…↗
Jun 3
JC Investing — HE’S DONE IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$MRVL AT $200 → 50%
$SNDK AT $270 → 600%
$MU AT $80 → 1200%
NOW HE’S CALLING $META
“NOBODY USES…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
Ben Pouladian — Hock Tan basically confirmed on Broadcom’s Q2 FY26 call that Google is diversifying TPU supply away from Broadcom with MediaTek.
Then Jensen shows up at Computex this week with Me…↗
Jun 3
Kevin Maro — I believe $BRUN is a screaming buy on a ridiculous sell-off AH. I believe it is the second best Neocloud investment behind $NBIS. I have added to my position.
Why the sell off?
A…↗
Jun 3
The AI Investor — $AVGO just reported:
"Q2 semiconductor revenue from AI of $10.8 billion grew 143% year-over-year, above our forecast, driven by increasing demand for custom AI accelerators and AI…↗
Jun 3
The AI Investor — $NVDA is now trading at just about 17x next year eps estimate.
The only thing may be holding back the stock is its current market cap. https://t.co/fCoa7m7bqW↗
Jun 3
Daave “3 and 30” Tepper — @boymanrobshit is nvda misses, what do you think's going down more, $nvda or every other shitco ai high-beta nvda proxy trading at 50x eps to 30x revenue↗
Michael Sikand 🦑 — Pretty crazy $NBIS is contracting with $BRUN ($2.4B)
If exemplar status with $NVDA wasn't enough.
Now you've got the premier neocloud listed as a customer per yesterday's deck.…↗
Jun 3
Trade Whisperer — @jffkey You can say the same thing for $NVDA, $TSLA, $AMZN, basically every single company on earth.
Wait until somebody comes up with better GPU, EV, Ecommerce model, etc etc.…↗
unusual_whales — Michael Burry has said that three customers account for more than 60% of Nvidia's, $NVDA, entire accounts receivable.↗
Jun 3
Wayne Liang — Bought some $MRVL.
Jensen has finally validated what $MRVL has been building, endorsing it as a trillion-dollar company.
And it's been ripping. Biggest single-day gain in $MRVL h…↗
Jun 3
Nick Colas & Jessica Rabe (DataTrek) — 1/2 If $NVDA were a country instead of a company, its weighting (5.1%) would make it the 2nd largest geographic concentration behind only the US (with a 63.6% weighting)...↗
Jun 3
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
Jun 3
KawzInvests 🦑 — $BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end
Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1.
$30M ARR in FY2…↗
Jun 3
Nancy Pelosi Stock Tracker ♟ — The timing on this is impeccable.
Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th
He sits on the International Trade, Customs, and Global Competi…↗
Jun 3
Lando — @Mapago9 Deals signed especially with another hyperscaler/frontier lab will confirm the thesis. Delivery on $MSFT will be huge, Sweetwater developing, more acquisitions, better mar…↗
Jun 3
Shay Boloor — $NVTS is up over 25% today after showcasing its new AI server power board inside $NVDA AI Factory MGX ecosystem.
The board converts 800V directly to the chip at 97.5% efficiency w…↗
Jun 3
Jason Luongo — 10 stocks I will continue to buy more of for my long-term portfolio:
1. $NVDA - Nvidia
Data center revenue $75.2B last quarter, up 92% YoY - now 92% of total sales. Guided $91B n…↗
Jun 3
Shay Boloor — $CRWD appointed former $NVDA agentic AI and cybersecurity AI leader Dr. Bartley Richardson as Chief AI Officer.
He will oversee Charlotte AI, AI Detection & Response and Crowd…↗
Jun 3
Shay Boloor — $NVDA CEO Jensen Huang reportedly told investors in Taipei that AI ROI has been “completely reset” and is now “insanely profitable.”
It really does feel like the debate has shifte…↗
Jun 3
Shay Boloor — $NVTS showcased an 800V-to-6V AI server power solution inside $NVDA MGX ecosystem thats targeting 97.5% peak efficiency and 2100 W/in power density.
Power delivery is becoming one…↗
Jun 3
Serenity — The difference between NASDAQ and EU listing:
$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon…↗
Jun 3
Serenity — @WEB3_furture Great article! I actually didn't expect $NVDA to partner and take a stake in $MRVL this year.
But I expected Marvell to be a compelling idea anyway from their upcom…↗
Jun 3
TheValueist — $NVDA will need to continuously buy back stock until the share price reacts.
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huangtouted “insane” returns for investors…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 3
Daave “3 and 30” Tepper — MSFT MAI here to play
Disaggregating the model, inference software and GPUs; giving enterprise control over the post-training
A middle ground btw open source and close source fro…↗
Jun 3
Jason's Chips — $NVDA quantum X (infiniband) scale-out CPO switch
Can you see:
- 18 ELS modules (8 lasers each)
- 4 switch ASIC (each surrounded by a ring containing 18 optical engines) https://t…↗
Jun 3
The Assembly — Are you paying attention?
$MRVL is up 91% since we covered it as one of $NVDA’s latest investments.
This is why we do what we do.
We already told you. Follow us with notificatio…↗
Jun 3
Serenity — @siflower That's $NVDA directly. I'm talking about the ASIC/merchant NVLink CPO ecosystem partners.
Where $SIVE looks like they're the supplier to everyone.↗
Jun 3
Serenity — @Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem.
$AMD also invested i…↗
Jun 3
Serenity — @OGCapital25 @Chi_w_wong It's expected Celestial and Lightmatter try and multi source.
But maybe for gen-1 my guess is a lot sole source / primary source with $SIVE for the $NVDA…↗
Jun 3
Serenity — @Chi_w_wong $NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today)
$SIVE 100% confirmed laser supplier to Ayar.
$SIVE high confidence laser supplier to Marvell Celestial,…↗
Jun 3
tae kim — An NVIDIA executive just told me the GPU-to-CPU ratio will go from 2:1 today to 1:1 “in months" due to agentic AI.
NVIDIA executive is saying 1:1 IN MONTHS.
CPU CPU CPU $NVDA↗
Jun 3
Serenity — Wow… new extremely transformative news got released today.
Making a certain photonics company:
The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.
Wit…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 3
TheValueist — $NVDA $MU $SNDK $LITE Come on guys at $MSFT . Simply bring back Clippy and call it a day. That’s all people really want.↗
Jun 3
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
The executive order is a strategically important, but deliberately constrained, attempt to convert frontier AI capability into a U.S. cybe…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 3
Serenity — @beauty_oe I’m aware! It’s really big news to have $SIVE as the laser supplier to $NVDA nvlink fusion ecosystem.
Marvell joined few months ago and look what happened to their mark…↗
Jun 2
rubicon59 — Is mr. Market paying attention? $NVDA↗
Jun 2
Midas — 5 undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NVDA but the following stocks: https://…↗
Jun 2
TheValueist — $NVDA $MU $SNDK $LITE You got to think to yourself if SaaS King @RFS_Vista is personally showing up to Computex, the hardwarest of hardware shows, then be on stage with $INTC LBT,…↗
Jun 2
rubicon59 — This is quite transformative if $NVDA pulls it off.↗
Jun 2
Ben Pouladian — Jensen says NVIDIA will return "50% or more of free cash flow... to infinity and beyond."
Here's what that actually means in dollars if you're the CFO:
• $108B → $179B returned a…↗
Jun 2
Michael Sikand 🦑 — I think $BRUN will end up on Leopold's 13F.
It only just went public so was inelligible for Q1.
With a $471M take or pay from a top AI lab (Mira Murati's Thinking Machines) it'…↗
Jun 2
TheValueist — I watched all four Computex keynotes ( $NVDA $INTC $MRVL $ARM ) start to finish, and my overall takeaway is that the consensus is an extremely bullish view on the hyper-growth of t…↗
Jun 2
Michael | Hypermarkets — In 1 month, $INFQ doubled from $10 → $20 so far.
Most don't know they're losing 6x more money than in 2025.
Trump is pumping these quantum stocks right now:
1. $IBM
Trump's $1…↗
Jun 2
TheValueist — $NVDA $INTC $MRVL $ARM KEY META-ANALYSIS READ-THROUGHS FROM COMPUTEX TAIWAN 2026 AI INFRASTRUCTURE KEYNOTES
Computex Taiwan 2026 functioned as a coordinated roadmap reset for the…↗
Jun 2
Wayne Liang — Added heavily to my $AMD position earlier today, couldn't resist the momentary red.
Much higher average than before, but all is well. $AMD is still greatly undervalued relative to…↗
Jun 2
amit — @DoomDotOrg Everyday…they pump the others and dont let her move
$nvda hit me hard on a daytrade today thinking $224 would bounce 😂↗
Jun 2
Shay Boloor — $NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the…↗
Jun 2
Shay Boloor — $MSFT announced Project Solara at Build which is a new AI device architecture built around autonomous agents running locally while staying connected to cloud data centers.
$NVDA C…↗
Jun 2
Daave “3 and 30” Tepper — ai investors, this is the most important thing you'll read all day. internalize and project.
open source is fast becoming a huge opportunity.... hence @NVIDIAAIDev Nemotron 3
$n…↗
Jun 2
Ben Pouladian — Did anyone else pay attention at GTC except me. Vera Rubin CPU is purpose built for Agents at scale. The x86 world won’t cut it anon $nvda https://t.co/l7DjrCwNzn↗
Jun 2
amit — if Jensen is so good at getting companies to pump when he says they should be trillion dollar companies then maybe he should say $NVDA can be a $10T company and let’s see how excit…↗
Jun 2
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
Jun 2
TheValueist — The AI Investment Boom: When Will It Pay Off? https://t.co/238ntY0v6D via @YouTube
$GS $NVDA $MU $SNDK $LITE Highly recommend watching this because it is an excellent reminder of…↗
Jun 2
BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news.
First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
tae kim — Woof. $NVDA crushing the bears last two days https://t.co/sgSTv9EUU9↗
Jun 2
Serenity — Tbh $XFAB lowkey reminds me of early $TSEM.
Just sub <$2B MC.
You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics fou…↗
Shay Boloor — $SMCI showcased $AMD Helios rack-scale AI platform at Computex built around 72 AMD Instinct MI455X GPUs in a double-width rack.
This is AMD moving toward a full rack-level AI syst…↗
TheValueist — $NVDA $DELL $IBM $INTC J. Huang Capital Management and Trump Catalyst picks are all you need! They are doing your diligence for you!!
If I missed any or should make any edits, le…↗
Jun 2
Shay Boloor — $NVDA CEO Jensen Huang says $MRVL could 5x and become “the next trillion-dollar company.”
Marvell is one of the few companies with exposure to both custom AI silicon and networkin…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
InvestmentGuru — $MRVL is up over 27% % in PM trading after $NVDA CEO Jensen Huang called Marvell “the next trillion-dollar company” at Computex. https://t.co/vMAaFe2cGx↗
KaizenInvestor — Is Jensen following me? Yesterday $NVDA announced a partnership with $FLNC and the stock ripped 50%.
Today, he says that $MRVL is the next $1T company and they rip 23% today.
T…↗
Jun 2
Serenity — The most consequential event of an entire company’s history.
Got released today with a photonics player.
Making them the functional standard laser for CPO, Pluggables, and SiPH.…↗
Jun 2
Serenity — @wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet.
It’s probably more fundamentally groundbreaking than $SIVE + $JBL.
As $AVGO, $MRVL,…↗
Jun 2
Ben Pouladian — The biggest bear 🐻 question at GTC Taipei: why is cost per gigawatt going from $50B to $90B
Jensen inverted it on stage. The gigawatt is the fixed constraint, not the dollars. Mo…↗
Jun 2
Serenity — $NVDA Jensen Huang:
“ $MRVL the next $1T company ladies and gentlemen “.
Marvell is currently trading at $191B.
I have positions in Marvell… but how much faith do we have in Jen…↗
Jun 2
Shay Boloor — $MRVL is up over 15% in overnight trading after $NVDA CEO Jensen Huang called Marvell “the next trillion-dollar company” at Computex.
Data center is now ~76% of revenue putting Ma…↗
Shay Boloor — Jensen Huang says demand for $NVDA Vera CPU platform could eventually exceed demand for its GPU lineup.
He also said Nvidia will use off-the-shelf $ARM technology where possible r…↗
Jun 2
tae kim — Jensen ends with a top 5 things! $NVDA https://t.co/k4jBGFy9I0↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
tae kim — Jensen with an emphatic broadside to the bears:
Nvidia has "enough supply for VERY robust growth, HOWEVER we are supply constrained" - Jensen $NVDA↗
Jun 2
Jose Najarro Stocks — $NVDA $CRWV $MU $AVGO $GOOG
GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 2
Ben Pouladian — Nvidia is the central bank of AI.
Its CDS now trades inside the US government’s.
The market is basically saying the company printing the compute currency is safer than the countr…↗
Jun 2
Daave “3 and 30” Tepper — @TShirtnJeans2 @wallstengine Definitely good for $mu and $stx prob for $nvda and $nbis↗
Jun 1
Daave “3 and 30” Tepper — I retract all my positive comments about open source and this pending “tipping point” if nemotron 3 disappoints :) $nbis $nvda↗
TheValueist — $AMZN $NVDA $MU $SNDK $LITE fantastic announcement to drive LLM consumption growth. Great for the GAI infrastructure trade.↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
TheValueist — $BRK.A should have definitely went with team $NVDA . Team $GOOGL not terrible. My bets are spread with both.
(Bloomberg) -- Google parent Alphabet Inc. is raising $80 billion in…↗
Jun 1
Tradable Astronaut — @wallstengine @michaeljburry told you to short the market , short $NVDA & long $LULU lol↗
Jun 1
Ben Pouladian — Alphabet is raising 80B to buy compute “to meet unprecedented customer demand”
Berkshire put in 10B of it
Read that again
The most patient capital on earth just underwrote a GPU…↗
Jun 1
Mike Investing — Many doubted that $NBIS would be able to pull a $SNDK, or even $MU type move…
These last 4 weeks have proved those who doubted wrong, & I’m here to tell you this move is only begi…↗
Jun 1
Shay Boloor — $SMCI expanded its AI server lineup with new $ARM based systems built for AI and high-performance computing.
Arm is moving further into the data center as AI workloads push demand…↗
Jun 1
Trade Whisperer — $MSFT Blue Candle: $400 → $466
Upper BB is being tested. 👀
$MSFT & $NVDA announced a new generation of powerful, efficient thin-and-light Windows PCs powered by NVIDIA RTX S…↗
Jun 1
Wayne Liang — I genuinely believe $AMD can close that valuation gap towards $NVDA and become a ~$5T company in the future.
Countries building sovereign AI infrastructure (UAE, Saudi Arabia, Jap…↗
Jun 1
unusual_whales — People talk about AI reducing jobs — complete nonsense," Nvidia's, $NVDA, Jensen Huang has said.↗
KaizenInvestor — $FLNC up 52% today as they have announced a strategic ecosystem partnership with $NVDA.
This partnership is seperate from the two Hyperscalers MSAs Fluence announced during earni…↗
Jun 1
Shay Boloor — @PolymarketMoney $NVDA really does run the AI economy 😅↗
Jun 1
Nancy Pelosi Stock Tracker ♟ — Nancy Pelosi may have just made 7x yearly salary in one day
According to her most recent annual filing, she owned up to $25M of $NVDA
Today Nvidia is up +5%
That's ~$1.25M of po…↗
Jun 1
Shay Boloor — $NVDA says $TSM is using CUDA-X across lithography, process simulation & fab operations driving 20% to 50% cost & cycle-time gains.
The company facing chip supply constrai…↗
Jun 1
Ben Pouladian — Jensen put a 1 petaflop AI machine on your desk
RTX Spark
Blackwell GPU + 20 core Grace CPU built with MediaTek
128GB unified memory at 600 GB/s
In January I said Apple owned the…↗
Jun 1
TheValueist — $NVDA $MU $SNDK $LITE - My gut reaction is that if Anthropic is filing, the numbers should be strong. Thus a positive for GAI infrastructure trade.
https://t.co/FtrRFoUqmH
Anth…↗
Jun 1
Alex A.C. — $NBIS 💘 $NVDA 🔥🔥🙌
Ppl. are focusing on the HUGE growth ahead for Nebius, but don't forget guys about the potential high IRR thx. to AI Inferencing.
Once the explosive grow…↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — The Mag 7 are responsible for just 31% of the S&P 500’s YTD return of 10.7%. The biggest contributors: $GOOG (+1.2 points), $AAPL (+1.0 pt) & $NVDA (+1.0 pt). $MSFT saw a s…↗
Jun 1
Jason's Chips — $NVDA likes neoclouds like $CRWV more than hyperscalers.
Apparently that was news to the markets.
(One literally develops ASICs to replace $NVDA the other a forever loyal custome…↗
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Shay Boloor — @VanquishTrader Great to see $IREN called out in $NVDA keynote speech↗
Jun 1
KawzInvests 🦑 — $AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of 2027.
That's 9x the Q1-26 exit rate of 100,000 per month.
Semis are already trading at 44x 2026 ear…↗
Jun 1
tae kim — "Y'all are not bullish enough" $NVDA
Good start https://t.co/IalCORx7FH↗
Jun 1
Daave “3 and 30” Tepper — Closed API LLM labs: we’Re GuNnA rEpLaCe NviDia GpUs!!!
NVIDIA: FAFO
the most cash rich, most leading edge AI company who controls the entire supply chain is bringing the fig…↗
Jun 1
Serenity — $NVDA, Siemens, and $FLNC develop reference power architectures for Vera Rubin N72.
This comes at the time FLNC has 2 likely hyperscaler deals coming up.
Just in case why you’re…↗
Jun 1
Shay Boloor — $CRWV completed first system-level bring-up of $NVDA Vera Rubin NVL72 becoming the first AI cloud provider to deploy the next-gen rack-scale AI system.
Vera Rubin delivers up to 1…↗
Jun 1
Shay Boloor — $NVDA and $FLNC developed a reference architecture for Nvidia DSX Vera Rubin NVL72 AI data centers.
The 136 MW design supports 100 MW of IT load with Fluence battery storage built…↗
Jun 1
Shay Boloor — $NVDA announced Isaac GR00T which is its first open humanoid robot reference design for robotics research.
The nearly 6-foot humanoid runs on Unitree hardware, Sharpa hands, Jetso…↗
Jun 1
Daave “3 and 30” Tepper — Inference demand boom > CPU boom > $ARM boom > SoftBank boom > Masa San spending boom > openai capital raising boom > $nvda / $mu
Inference demand boom > CPU…↗
Jun 1
TheValueist — $NVDA KEY READ-THROUGHS FROM NVIDIA GTC TAIPEI 2026 KEYNOTE
The NVIDIA GTC Taipei 2026 keynote was a broad AI infrastructure event, not a narrow product launch. The central invest…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
TheValueist — https://t.co/ikq3UyGnau
$NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The GTC Taipei 2026 keynote was a strategically important NVIDIA event staged around Computex in Taiwan and center…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Serenity — It’s mainly just “follow the leader” algorithmic selloff in current photonics markets.
Most laser/optical related companies from $AAOI to $SIVE seem tied to $LITE performance…
De…↗
Jun 1
Shay Boloor — $IREN is working with $NVDA to build Nvidia DSX-aligned AI infrastructure across its global data center footprint.
IREN is positioning itself as an AI infrastructure platform insi…↗
Jun 1
mon — $IREN - At GTC Taipei yesterday, NVIDIA unveiled the DSX platform, a complete "playbook" for building AI factories that ties together silicon, systems, open source modular software…↗
Jun 1
Shay Boloor — $NVDA launched Cosmos 3 calling it “the frontier of Physical AI” and positioning it as the foundation for robotics and autonomous systems.
The lineup spans high-accuracy robotics…↗
Serenity — Just some mobile shower thoughts around $XFAB and train of thought:
1. 800vdc $NVDA push look for GaN/SiC players / power semis.
2. $NVTS and other fabless/fab-lite beneficiaries…↗
NoLimit — Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.
He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies hav…↗
The Future Investors — $NVDA Nvidia officially entered the PC processor market with its new Arm-based N1X chip, integrated into the RTX Spark superchip. The chip will launch this fall in laptops from Mic…↗
tae kim — Game on Donkey Kong! $NVDA $MSFT https://t.co/EWwUipKAAl↗
Jun 1
Ben Pouladian — NVIDIA RTX Spark gets called a PC chip. It’s bigger.
CUDA, RTX and agents in one superchip become the unifying layer for every powered smart device in your workflow.
The PC sto…↗
Jun 1
tae kim — Nvidia ends the Taiwan keynote with another music video banger! $NVDA https://t.co/5yUEwL7YJn↗
Jun 1
tae kim — "Last six months everything changed" with agentic AI - Jensen
"Fastest product launch in our company's history" Vera CPU
Y'all are not bullish enough $NVDA https://t.co/E8bVvEpho…↗
Jun 1
Shay Boloor — Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.”
$NVDA and $MSFT unveiled RTX Spark which will be the wo…↗
Jun 1
tae kim — Dear Apple Mac division, Nvidia is coming directly for ya! $NVDA $AAPL↗
Jun 1
tae kim — "In physical AI we're absolutely the world's best" - Jensen $NVDA https://t.co/zwok1Ez8DF↗
Jun 1
Shay Boloor — Jensen Huang just said $NVDA and $MSFT have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entire…↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows
He also…↗
Jun 1
tae kim — I will write up my thoughts on Nvidia's entry into Arm-based Microsoft Windows local AI/gaming PC market later today on my Substack but I can say I am extremely excited and pleasan…↗
Jun 1
tae kim — "The most important part is videogames." "Close to our heart" Jensen shows Forza and 007 running! $NVDA https://t.co/EzokgDlvQw↗
Jun 1
tae kim — "Microsoft and Nvidia is going to reinvent the PC"
Been working together for three years $NVDA https://t.co/N5gR6Qjyy0↗
Jun 1
tae kim — "My relationship with you started here" - Jensen $NVDA https://t.co/vx0G2GQGbF↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
tae kim — "This is going to be our new major growth driver" on Vera CPU - Jensen $NVDA↗
Jun 1
KawzInvests 🦑 — $NVDA "Vera Rubin Ramps Into Full Production to Power Agentic AI Factories Worldwide"
Right now from $NVDA's Press Releases
> NVIDIA Vera Rubin is ramping into full production, w…↗
Jun 1
Shay Boloor — Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell.
$NVDA is officially ramping full AI factory systems with…↗
Jun 1
Ben Pouladian — Jensen at GTC Taiwan:
Choosing the wrong architecture just because the chips are cheaper doesn't make sense. Compute is revenue, and performance per watt is everything.
As Jensen…↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang praised $NBIS during his keynote.
Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficien…↗
Jun 1
KawzInvests 🦑 — "Vera Rubin is in Full Production"- Jensen Huang $NVDA GTC Taipei 2026 Keynote https://t.co/e1p8E2cgOo↗
Jun 1
tae kim — Jensen makes his case on GPUs over ASICs. It makes sense to me. $NVDA↗
Jun 1
tae kim — "our tokens per watt is world class"
"Performance per watt is revenue"
"The more you buy the more you make"
"Reliability"
Nvidia GPUs last longer as AI changes
Jensen says upf…↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang says future AI data centers could cost $80B to $100B per gigawatt. https://t.co/xb5nNEw5Jb↗
Jun 1
Shay Boloor — $INTC plans to launch a new AI chip this year to compete with $NVDA and $AMD.
The new GPU called Crescent Island is built for inference and targets the AI serving market with a lo…↗
Jun 1
tae kim — Jensen says the cost per gigawatt is going higher: $80-$100 billion per gigawatt into AI factory (from $50 billion) $NVDA https://t.co/yoQSLXS5u1↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang just said the era of Agentic and Useful AI has arrived. https://t.co/Bn5BCTpmOt↗
Jun 1
tae kim — "AI reducing jobs is complete nonsense"
"This is going to come out in our economy sometime soon" $NVDA↗
Jun 1
tae kim — TEAM TAIWAN!
"I love my ecosystem here" - Jensen
"Our businesses are growing incredibly. Someone told me last night the annual GDP of Taiwan is going to grow 10%" $NVDA https://…↗
Jun 1
TheValueist — $NVDA we still have a long, long way to go. https://t.co/LPmexA8l6C↗
Jun 1
Shay Boloor — $ARM flying overnight past $385 as upcoming $NVDA & $MSFT AI PCs are expected to run on next-gen CPUs built on Arm architecture.
This is the PC becoming the next AI endpoint w…↗
Jun 1
Serenity — At $NVDA GTC/Computex in Taipei:
I think we’ll hear about the next AI bottleneck.
That’s owned by a .6 P/B potato farming company in Japan, with a 180 year history.
Their owner…↗
Jun 1
Jason's Chips — TLDR $NVDA basically expressing "long AI" without the "AI froth" risk. Very interesting.↗
Jun 1
Jason's Chips — $NVDA is an extremely compelling mean-reversion trade.
After almost a year of staying perfectly flat (underperforming $SOXX by 120%!) while numbers continue to move up, $NVDA trad…↗
Jun 1
Serenity — $AAOI is actually my favorite photonics exposure in the US market right now.
I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and…↗
Jun 1
TheValueist — $NVDA $DELL $CRWV $ABBN SUPPLIER IDENTIFICATION SUMMARY
The photos and the post support 6 supplier/operator names with different confidence levels: Dell Technologies, NVIDIA, ABB,…↗
May 2026 · 779 mentions
May 31
Trade Whisperer — So my friend just ordered a $10k AI workstation to run local LLMs with full privacy. No sharing with cloud.
Last time I checked, this is how every major technology wave starts. On…↗
May 31
Ben Pouladian — My brother @insane_analyst cooked another banger to really make you think!
There is a line in the HBM4 spec sheet almost nobody is reading that could be a true bear case maybe no…↗
May 31
Serenity — Can’t believe $ARM went straight from $134 to $354 when I took positions.
The ~$15B annual revenue coming from these cool name AI CPUs seemed a bit insane at the time.
At Compute…↗
Midas — If this is even somewhat true, $NVDA is going to crash 50% or more.↗
May 31
Shay Boloor — President Trump is reportedly moving to block advanced $NVDA and $AMD AI chip shipments to Chinese subsidiaries operating outside China.
The new guidance closes a major export-con…↗
May 31
Daave “3 and 30” Tepper — Could be my greatest lesson learned from “event” investing
“don’t overpay for optionality”
$nvda↗
May 31
Daave “3 and 30” Tepper — @cqkten @ShanuMathew93 dug, and found what I found.
Only one name has a market leading position, for extraordinary value capture, moat, and is genuinely cheap on current earnings.…↗
May 31
unusual_whales — Jim Cramer has said that Nvidia, $NVDA, is a clear winner from Dell’s, $DELL, monster quarter↗
May 31
Jose Najarro Stocks — $DELL $CRWV $NVDA
Vera Rubins are about to have tokens go BRRRRRRRRRR↗
May 31
Mike Investing — The $NVDA CEO is literally telling you to buy energy stocks.
Jensen is calling for demand to 1,000x
“This is the best time ever in the history of humanity to go & invest into sus…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
Daniel Koss — Why @GavinSBaker thinks there might not be an AI bubble.
$NVDA sees the demand.
$TSM ok buddy, you get +5% hehe
I think: Demand > Supply (for at least a decade)
Image from my…↗
May 31
TheValueist — $NVDA $MU $SNDK $LITE - The European data center build out is getting started.
SoftBank plans 75 billion euros of AI investments in France, as Europe struggles to catch up with U.…↗
May 31
Shay Boloor — $DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV marking the first confirmed shipment of Nvidia’s next-gen AI rack system.
The system includes 72 Rubin GPUs,…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
The Future Investors — Nvidia continues to dominate the semiconductor industry 🚀
• Revenue: +85% vs +38% vs +7%
• EPS: +140% vs +43% vs +123%
• Highest margins of the three
Despite the fastest growth…↗
Wayne Liang — 맞습니다. 젠슨은 지난 10년간 주요 컴퓨팅 변화 대부분을 정확하게 예측해 왔습니다. GPU 컴퓨팅, 가속 컴퓨팅, AI…
그가 우주 컴퓨팅이 다음 시대가 될 것이라고 말한다면, 이를 무시하는 것은 어리석은 일입니다.
> $PL이 $GOOGL과 함께 $NVDA의 우주 컴퓨팅 파트너로 선정되었습니다. 이들은 실제로 궤도…↗
May 31
Ben Pouladian — The Neocloud Hypothesis Holds
Dell and CoreWeave have the first installed Vera Rubin NVL72 in the world!
Are you not entertained?
$crwv $dell $NVDA https://t.co/iGbz2SaiEC↗
May 31
Wayne Liang — About $NVDA becoming the operating system of civilization...
$NVDA and $MSFT are set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at GTC Taipei on Monda…↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 30
tae kim — And the skeptics are bearish on Nvidia's business this year? 🤣 $NVDA https://t.co/bSj6IuFuYX↗
May 30
TheValueist — $NVDA $DELL $IBM $NOK I suspect a portfolio of Trump catalyst and J. Huang Capital Management picks (adding and subtracting names as announcements are made) would do pretty well un…↗
May 30
unusual_whales — Nvidia, $NVDA, has said: "A new era of PC."↗
May 30
Serenity — The “You’re So Rich Now” $NVDA ETF.
These were just some of the supply chain partners Jensen made a toast to with that comment:
TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T
Mi…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
BULL OF BRITAIN — @TradexWhisperer Are you sure they are not at that P/E from the Chinese memory capex? If they are commiting hard to fixing the issue.
or $NVDA make memory in-house the cycle fall…↗
May 30
NoLimit — Do you understand what is happening?
The founder of $NVDA is indirectly telling you where to invest for the next 5 to 10 years.
Not even debatable at this point.
If you’re serio…↗
May 30
The Assembly — Physical AI is shaping up to be the next major investing cycle.
Jensen Huang, the CEO of $NVDA and the most influential voice in tech right now, agrees.
The last few years were a…↗
May 30
TheValueist — $NVDA $MU $SNDK $LITE Thank you, Rob @boymanrobshit !! I'm definitely working to drive insights and alpha from my GAI Analyst Agents and high-quality datasets. I find the write-ups…↗
May 30
Wayne Liang — Always wondered why $NBIS and $IREN investors butt heads with each other...
Both are riding the same Neocloud wave with legitimate theses, and run simultaneously.
They serve diff…↗
May 30
InvestmentGuru — PHYSICAL AI & ROBOTICS — THE NEXT WAVE IS HERE
Nvidia CEO Jensen Huang declared at CES 2026 that “the ChatGPT moment for robotics is here,” and the International Federation of Rob…↗
May 30
InvestmentGuru — $BB — The Rerating Has Only Just Begun
That’s exactly why the opportunity exists.
This is a pure software company now. QNX powers the real-time OS in 255M+ vehicles. It’s not jus…↗
May 30
Ben Pouladian — File under things you can’t do with a custom ASIC:
NVIDIA shipped DynoSim, which simulates the latency vs throughput vs cost frontier so you find the cheapest serving setup before…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
Serenity — Hot take: Given $MSFT laptops/PCs are now likely using $NVDA hardware.
They might have a shot of taking down $AAPL.
Only if Windows OS UI weren’t a flaming pile of garbage compa…↗
Shay Boloor — These AI suppliers are on pace to generate over $500B in operating profit this year:
• $NVDA ~$258B (+98% YoY)
• $MU ~$108B (+104% YoY)
• $TSM ~$95B (+53% YoY)
• $AVGO ~$69B (+171…↗
May 30
CK Capital — $PENG keeps climbing and it still feels undervalued to me at this price.
This is a company that builds mission critical AI infrastructure for NASA, the US Air Force, the US Navy,…↗
Shay Boloor — $NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
• 2026: $3.4B (+550% YoY)
• 2027: $10.9B (+219% YoY)
• 2028: $20.4B (+85%…↗
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
May 30
Jukan @COMPUTEX — Axios: Microsoft is expected to unveil new software that allows users to have AI agents perform tasks locally on Windows PCs.
$NVDA $MSFT https://t.co/b5aVcSLL3O↗
May 30
Shay Boloor — $NVDA and $MSFT are reportedly set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at Jensen Huang's GTC Taipei keynote on June 1.
The move pushes Nvidia…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
Shay Boloor — $NVDA is on pace to generate over $1 trillion in profit over the next three years:
• 2026: $258B (+98% YoY)
• 2027: $361B (+40% YoY)
• 2028: $438B (+21% YoY)
Nvidia is the only…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
The AI Investor — $NVDA at 15x forward is not expensive - Dan Loeb↗
May 30
Serenity — - $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different line…↗
May 29
Trade Whisperer — $NVDA is moving into new vector growth, PC. Potentially Edge AI computing for local AI agents.
But here is the bigger picture.
Whether the growth is CPU, GPU, or ASIC, they all…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE my thoughts are very much focused on Computex, NVDA GTC, and the news that may come out. Perhaps the question is what actually moves the needle in the GAI inf…↗
May 29
amit — @optionscjp that drop on $NVDA was ridiculous bro 😂↗
TheValueist — Looky looky! I'm so honored!! @OpenAI sent me a pen for being an OG of ChatGPT Pro. Thanks, @sama !! I can't wait to see what I will receive on my 5th year anniversary.
$NVDA $M…↗
TheValueist — $NVDA stock just got whacked. Not seeing the news, but presume it is an announcement from Taiwan. https://t.co/GDH2ylMhOd↗
May 29
Michael | Hypermarkets — $NOW is #1 position in President Trump's portfolio.
1 month ago, I called it out at $85 →$125 up 50% so far.
This is going past $250+ and here's why:
1. $NVDA picked $NOW as its…↗
May 29
The Future Investors — $NVDA NVIDIA is teasing a "new era of PCs" ahead of Computex 🚀
The announcements will likely center around NVIDIA's N1 & N1X chips, combining Arm CPUs with Blackwell GPUs for…↗
May 29
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE Good $GS video on current state of tech public equity. Worth a quick watch on 2x.
Can the Tech Surge Continue? https://t.co/cs3BwUF60N via @YouTube↗
May 29
Antonio Costa — $NVDA Bullish options flow https://t.co/JqJEFpH6Yk↗
May 29
TheValueist — Looks like the $NVDA PC CPU is on the way. Probably will have a NVDA GPU in there as well.↗
Ben Pouladian — Watching Jensen’s keynote Sunday night for one thing: the N1 reveal.
Consumer GB10 silicon, unified memory, RTX 5070-class iGPU in a laptop.
The catch nobody’s pricing: announc…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE LFG!!
@buzzberg_ai doing some very interesting work mining data with agents on X. I bet they uncover some real and alpha generating insights.↗
May 29
Jason Luongo — 5. $NVDA - Nvidia
The GPU inside every Dell AI server. Data center revenue $75.2B, up 92% YoY - now 92% of total sales. Guided $91B next quarter. Blackwell is the fastest product…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 29
Lawrence McDonald — Wall Street Research on $DELL -- Stock $436 Today
3 Months Ago
Buys: 23
Holds: 5
Sells: 2
"Price Target" $166
Today
Buys: 22
Holds: 8
Sells: 1
"Price Target" $317
*Bloomberg…↗
The AI Investor — YTD stock performance of mega caps (~ $1T at the start of the year).
$NVDA isn't that underperforming. https://t.co/N3bGWIHM0O↗
May 29
The AI Investor — Even Trump cant pump $NVDA 😂
https://t.co/wRWZAmAfaB↗
May 29
Kevin Maro — An incredibly important stock market lesson (#2)
The most expensive mistake in investing isn't a bad trade.
It's listening to the wrong people.
Some people charge $200/month to…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE Not yet, but it's something I think about. The competing factor is that the rapid improvement of LLMs will cause the hardware’s economic value added (EVA) to…↗
May 29
Ben Pouladian — Dell COO Jeff Clarke on the call:
“three, four, five years, those discussions are underway. And it really is about access to supply because quite honestly, I can’t tell them what t…↗
May 29
Vulture trades 🦅 — I found the next $DELL type play
A generational wealth opportunity…
Mark my words.
I found the next $GME $AMD $NVDA $PLTR $TSLA type play
10,000% potential play
Like + comme…↗
May 28
PhotonBull — Don't disrespect the GOAT
$NVDA https://t.co/lkfb0V3ZZ9↗
May 28
The Assembly — This is insane.
May 8th, Donald Trump said "Go out and buy a Dell, they're great."
$DELL is currently up 29% after hours after reporting stronger than expected earnings.
That pu…↗
May 28
TheValueist — $APO $BX $NVDA $MU $SNDK $LITE So, this is why Marc is now deeply plugged into the GAI/tech ecosystem.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are workin…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
May 28
Wayne Liang — Always a good time watching $AMD fill that valuation gap towards $NVDA.
I told you, being the "second source" is the only reason this gap exists. As MI400 starts to ship and $AMZN…↗
May 28
Shay Boloor — $IREN reportedly secured ~$3.6B in financing to buy $NVDA GPUs for AI compute capacity tied to its $MSFT data center deal.
The funding includes ~$2.1B from private bond sales and…↗
May 28
The AI Investor — Anthropic just raised $65 billion in Series H funding at a $965 billion post-money valuation.
It’s crazy how fast they’re growing. At this pace, they could become the largest comp…↗
May 28
Serenity — I’m actually even more bullish on $AAOI at $13B MC given all the recent laser bottlenecks…
Than I was back at $2B or $6B.
I also think markets missed the analyst note around pote…↗
May 28
The AI Investor — $NVDA - is it waking up?
The market is funny. It can switch to FOMO mode in the blink of an eye. https://t.co/HLKUCWNSZa↗
BULL OF BRITAIN — To understand how fucked UK econ is. 99.9% of people could not tell you $ARM is our biggest company by market cap. Nor tell you what they do. Or say they have ever heard of it.
T…↗
May 28
TheValueist — $LLY $NVDA NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery In the Age of AI
January 12, 2026
Companies to Jointly Invest up to $1 Billion Over Five Ye…↗
May 28
TheValueist — $ARM Definitely very possible. As I mentioned yesterday, the sell side’s main role is to support the investment bank in its fee-earning activities.
However, $NVDA and $AMZN are e…↗
May 28
Daniel Koss — Why I Think $NBIS Nebius x Anthropic Is Happening
I believe Nebius and Anthropic will soon make a deal, or already have a deal and will soon announce it.
Quick disclaimer: this i…↗
May 28
Dillon Valdez — The first AI trade was mostly digital: models, chips, cloud, data centers.
The next layer is physical and distributed.
A robot, drone, factory camera, or AI app near the user can…↗
May 28
TheValueist — $ARM $NVDA $SNOW non-stop to all time high. Up 9% today.
(Bloomberg) Snowflake’s AWS Graviton Deal Reinforces Arm CPU Momentum: React
RECENT EVENT REACTION: Snowflake's agreement…↗
May 28
TheValueist — $LLY to an all-time high and breaking out. I made it a rule to keep my focus (and my X account) solely on TMT and power sectors so I don't talk about anything else, but I previousl…↗
Alex A.C. — $NVDA Nvidia to suppliers: "increase InP laser capacity by ~20x from 2025-2030" 😱🔥🔥🔥
Above our most optimistic forecasts guys! Photonics Networking to Saturn 🚀🪐
$LITE $AAOI…↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE I absolutely agree with this. Model diversity is key. As the agents/tools and routers become more sophisticated, tasks can and will be delineated for executio…↗
May 28
JC Investing — Can someone tell me why $NVDA has been flat all month when every other Semiconductor stock has ripped?
$MU $SNDK https://t.co/RJ030iqf6L↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE Excellent interview on $APO and the connection between GAI and large-scale infrastructure financing. I’m amazed by how well Marc is integrated into the GAI an…↗
May 28
Serenity — I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility.
Per NIST filings stated they were the only high volume SiC foundry in America.
Making them ext…↗
TheValueist — $NVDA $MU $SNDK $LITE In the early days of BPO/outsourcing, major firms initially partnered with third-party service providers before developing their own offshore teams and capabi…↗
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
The AI Investor — Funny how people just assume hardware has to be cyclical and software has to be durable.
But back to first principles, there is no law of nature saying that.
If hardware becomes…↗
May 28
Daniel Koss — @jiahanjimliu @saso_capital Yeah $NVDA makes ZERO sense to me. People wanting the shitco 1000 layers below NVDIA at way higher valuations with way less pricing power and many specu…↗
May 28
Serenity — Appreciate the more neutral coverage by Reuters and Bloomberg on $XFAB today.
Although it would be nicer to focus more on the structural thesis presented…
Around 800 vdc power se…↗
May 28
Edwin Dorsey — Another strong day for Andrew Left today
Prosecutor Ben Balding struggled on cross examination and often seemed confused by his own statements
Some notes from the courtroom today…↗
May 28
TheValueist — $APO $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The source material is an a16z Show interview titled “Private Markets and The Future of Capital Allocation with Marc Rowan,” featuring…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
CK Capital — The humanoid robot market is going from $1.8 billion today to $38 billion by 2035 and Goldman Sachs had to revise that number sixfold because the growth is happening faster than an…↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE $GEV Watch this video I previously shared if you haven’t already. The new build data center NIMBY momentum is gaining speed. This does a good job at providing…↗
May 27
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
May 27
Michael Sikand 🦑 — Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…↗
May 27
Ben Pouladian — Even though I’m blocked by him I do agree been long through ups and downs since 2016 on $NVDA https://t.co/3gbPJHqjS3↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE FORWARD-DEPLOYED JOINT VENTURES!!! 😂🤣
I’m dying. Consultants may actually still have jobs post-GAI, but are being renamed out of existence.↗
May 27
tae kim — Since the February launch of my Substack, I've made three big thematic bull calls, pounding the table on the accelerating exponential agentic AI megatrend before Wall Street analys…↗
May 27
Ben Pouladian — NVIDIA just shipped CUDA 13.3
Compiler autotuning
Tile programming in C++
Python kernel authoring
I said AI writing CUDA kernels was never bearish
13.3 ships it natively, and…↗
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
May 27
Serenity — Bro media… how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical th…↗
May 27
Serenity — @MalteAnkan20 $XFAB is more tethered to power semis growth.
With silicon photonics upside optionality depending on how $NVDA / $NOK evaluations go↗
May 27
Wayne Liang — Good news for $CPSH investors... the more I look into the AlSiC angle, the more obvious the bottleneck is.
The $NASA ETF forced-flow is definitely the short-term catalyst, but the…↗
May 27
Serenity — Interesting photonics selloff today on no news?
$LITE down -4.95%
$AAOI down -4.85%
$SIVE down -14.8%
$SOI down -5.73%
$AXTI down -8.13%
$IQE down -12.13%
I think it’s probably t…↗
May 27
Lawrence McDonald — The "Pump Master" never fails. NVIDIA's $NVDA equity is unchanged since October, during the largest tech bull run since the 1990s.
*Revenues +85% (+20% sequentially from the prior…↗
tae kim — Jensen unveils new Taiwan campus: "everything in this building is made from triangles, polygons. This building is designed to be transparent, which is one of the characteristics I…↗
Shay Boloor — $NVDA unveiled its new Constellation AI campus in Taipei which is a 4,000-employee R&D hub expected to begin operations by 2030.
Jensen said Nvidia’s Taiwan spending could rea…↗
May 27
The Future Investors — $NVDA Jensen Huang says Nvidia plans to spend up to $150B per year in Taiwan, calling it the “epicentre” of the AI revolution 🇹🇼🤖
Nvidia will build a new Taiwan HQ by 2030, hir…↗
Black Panther Capital — I just took a position in $NOK after @KawzInvests put this on my radar, recently.
Here’s why.
Nvidia paid $6.01 a share for 2.9% of Nokia in October.
The stock is now at $16.46.…↗
Shay Boloor — Jensen Huang just said $NVDA market cap will be “very much higher” over the next 3 to 5 years.
Compute is remains the most important resource in the world and Nvidia is still the…↗
May 27
Jukan @COMPUTEX — [Exclusive] NVIDIA's "Rubin CPX" Launch in Doubt… No Memory or Substrate Orders
The launch of NVIDIA's inference GPU "Rubin CPX" has become uncertain. Although the company had ini…↗
May 27
Serenity — $XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in.
Given EU CHIPS act 2 is today as the catalyst for European photonics players.…↗
May 27
Ben Pouladian — Jensen Huang on NVIDIA’s new headquarters:
"Everything in this building is made from triangles, polygons... designed to be transparent one of the characteristics I love about our…↗
May 27
unusual_whales — NVIDIA, $NVDA, CEO has announced a Taiwan headquarters project to start construction in 2026, aiming for occupancy by 2030.↗
May 27
Serenity — There’s one very compelling name someone called out.
That I ended up taking positions in for power semi exposure.
Heavily tied to $NVDA but not directly mentioned like $NVTS.
C…↗
TheValueist — $NVDA $MU $SNDK $LITE I’d be all over this if I could make it. Autoresearch is a massive unlock for LLMs. https://t.co/FWSBYcw8zC↗
May 27
TheValueist — $NVDA $MU $SNDK $LITE Never forget that the sell-side’s primary role is to sell securities. Whether stated directly or indirectly, they exist solely to support the investment bank…↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 27
Michael Sikand 🦑 — People have been asking me how to grow on FinX.
My response? Just post about $NOK.
Every post goes viral because the stock has genuinely become a cult classic since @KawzInvests…↗
May 27
Jason Luongo — Stop buying stocks at full price.
Sell a put instead. You collect premium upfront and either keep the cash or buy shares at a lower cost basis.
This can be done on all your favor…↗
May 26
Ben Pouladian — Well that was an expensive Dinner!
TSMC’s 3nm prices said to rise 15% in the second half; another 10% hike possible next year. C.C. Wei expected to “make things clear” at the sha…↗
May 26
Shay Boloor — $NVDA is still the platform layer capturing dollar content across GPUs, networking, software, robotics and Physical AI.
That’s why I still believe it can become the world’s first…↗
May 26
Jerry Capital — @PythiaR I wonder how cheap this could get. I can't really see a situation where AI spending rolls over hard. I don't think $NVDA can lose THAT much share/margin. Let's see. I feel…↗
May 26
Jerry Capital — @pekwat boomers going to buy $NVDA for low PE and buybacks↗
May 26
Alex A.C. — A bit a weird connection between companies, but if this $AAOI 💘 $NVDA happens, then the Tier 3 sh^tco $SIVE 🇸🇪 could (COULD) really have a decent price floor and therefore more…↗
May 26
Jerry Capital — @PythiaR 1% in $NVDA as well trying to stay intellectually curious↗
May 26
Alex A.C. — $AAOI
"Thompson [Thompson Lin, AAOI Chairman and CEO] has mentioned discussions with Nvidia $NVDA about potential long-term agreements" 👀🔥🔥↗
May 26
KawzInvests 🦑 — $NOK insider buying is going vertical.
In the last 30 days:
> Konstanty Owczarek bought $500K at $15.35 on May 22
> Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26
> CEO…↗
May 26
Ben Pouladian — The chip-level win is the distraction
The rack-level integration is the trade
A custom chip can beat NVIDIA on a spec sheet
It cannot beat a rack where the CPU was co-designed wi…↗
May 26
Frenchie — Je solde ma plus grosse conviction $AMD
Le titre vient de franchir les 500$, un sommet historique. J'avais bâti la position autour de 87-88$ pendant le sell-off lié aux tariffs d…↗
Michael | Hypermarkets — This is straight from $SPCX S-1 filing on June 12 for $1.75 trillion.
Elon Musk will pay everyone 100x-200x times for investing in SPACEX.
Here's the playbook moment $SPCX goes p…↗
tae kim — Nvidia's new Vera CPU kicks ass $NVDA
"NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM"
"On a geo mean basis, the NVIDIA Vera delivere…↗
May 26
Serenity — And now… $MU finally hits a $1 Trillion marketcap.
I did say this looks like the next $NVDA given how memory demand looks structural with AI.
This stock probably made a lot of mi…↗
May 26
Wayne Liang — The valuation gap fill towards $NVDA continues... and using https://t.co/ihHRGndL5d Bubble indicator, the "bubble" on $AMD has not popped yet. https://t.co/O3ldh5t9H5↗
May 26
Shay Boloor — $NVDA CEO Jensen Huang and $TSM CEO C.C. Wei had dinner ahead of COMPUTEX.
Would kill to be a fly on the wall at that dinner with one side designing the AI boom and the other side…↗
May 26
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
Black Panther Capital — Everyone is chasing $SIVE or looking for the next
$AEHR or $AXTI.
I think I found it… Not one. But two. Both sitting at the exact chokepoint.
This is maybe my favourite trade ide…↗
Wayne Liang — So I was deep diving into $NASA ETF holdings to see what will heavily benefit from $SPCX IPO...
And I came across $CPSH. At the start of this year, it was a solid US AlSiC play, b…↗
May 26
TheValueist — $NVDA $MU $SNDK $LITE Great $GS interview of a senior partner at Advent and worth watching. Solid incremental insight into how a mega-cap PE firm thinks about GAI for internal and…↗
May 26
TheValueist — $NVDA $MU $SNDK $LITE This is a very cogent and intelligent critique of GAI. Good explanation on why people outside of the GAI inner circle are so opposed to it. One immediate take…↗
May 26
TheValueist — https://t.co/lG5HOrDg5X
$NVDA $MU $SNDK $LITE This is impressive coding by @buzzberg_ai and demonstrates the power and speed of GAI agentic use cases. I've personally seen the ben…↗
May 26
TheValueist — $NVDA $MRVL Jensen and Murphy on the stage together is great news for MRVL.↗
May 26
BMSInvests — Still extremely interested in $HYPR
First FDA-cleared AI-powered portable MRI system with a massively expanding global TAM (200+ IP’s). Hospitals, surgeries, battlefield etc.
Gr…↗
May 26
Frenchie — Notre thèse long sur le quantum, posée en avril, commence à faire écho
Le marché a toujours tendance à surestimer les nouvelles technologies à court terme, puis à les sous-estimer…↗
May 26
Serenity — Win Semi (3105) is almost never mentioned in photonics analyst reports.
But they’ll probably show up as an important bottleneck for scaling lasers next year.
Glad to see Shunsin…↗
May 26
TheValueist — $TSM $ASML $NVDA $AMCR $ASX
Huawei is transitioning from traditional geometric transistor shrinking to a holistic engineering framework called τ Scaling to circumvent internation…↗
May 26
Shay Boloor — SK Hynix just found a way to cool HBM memory from inside the package by cutting thermal resistance by 30% & paving the way for HBM5 stacking.
With SK Hynix already supplying a…↗
TheValueist — $TSM $ASML $NVDA Even if this @Huawei Tau is more smoke than fire, it demonstrates how hyper-focused the CCP is on being chip independent. $ACMR is a great way to trade it.↗
May 25
Wayne Liang — Still crazy to think $NVDA will be the actual operating system of civilization in the near-future...
AI training, inference, robotics, autonomous driving, space computing, drug di…↗
May 25
BULL OF BRITAIN — $IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on O…↗
May 25
Shay Boloor — $NVDA EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
The global profit pool is shifting toward AI compute, memory & the platforms scaling on top of both:
1.…↗
May 25
InvestmentGuru — @m23nyc $NVDA is there $GOOG not in long term portfolio it’s in TFSA↗
May 25
Shay Boloor — Absolutely wild that $NVDA is generating ~$445M in profit per day 🤯 https://t.co/Xh3Xk10HtW↗
May 25
Shay Boloor — Huawei claims its new LogicFolding approach can help narrow the gap with $TSM by improving chip density, latency & power efficiency without relying only on smaller transistors.
TS…↗
May 25
Jason's Chips — In my opinion optics are broadly still undervalued.
$LITE and $COHR likely under 20x P/E on 2028 (estimates too low).
$AIXA DEFINETLY under 20x P/E 2028.
$AXTI could be under 20…↗
May 25
TheValueist — $TSM $ASML $NVDA $INTC $AMD EXECUTIVE CONCLUSION
Huawei’s announcement should be treated as a strategically important semiconductor road map, not as verified evidence that Huawei…↗
May 24
Serenity — When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (u…↗
May 24
Serenity — Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers ->…↗
May 24
unusual_whales — Nvidia, $NVDA, CEO: AI will make tasks in our job more efficient. https://t.co/aatNUGV3bP↗
May 24
Serenity — @Fletche33881557 Nope, $NVDA said $3-4T annual spend. Not value. https://t.co/sKg5gA2RZO↗
May 24
Serenity — AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exp…↗
May 24
CK Capital — Four of the most asymmetrical setups in the market right now. Four completely different sectors. All deeply undervalued.
$HLIT — The only software platform that virtualizes the en…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agent did some work for you @aleabitoreddit . I’ll update the analysis again as more responses come in. The power of GAI.
POWER SEMI / 800 VDC CRO…↗
May 24
Daave “3 and 30” Tepper — @TMTLongShort $now has the sole ability to knight $nvda nemotron as dominant open source agent orchestration layer↗
May 24
Shay Boloor — Jensen Huang is now collecting $200M+ in $NVDA dividends every quarter.
Imagine getting paid ~$2.2M a day just to own the stock you built into the backbone of the AI economy. http…↗
May 24
Shay Boloor — $NVDA CEO Jensen Huang is one of the most powerful people in AI and still looks happiest eating street food in Taipei.
Hard not to respect someone who never looks too big for wher…↗
May 24
Serenity — All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WO…↗
May 24
Wayne Liang — $MU thesis continues to validate itself.
Since I last posted about Micron...
> Manassas Virginia $2B+ expansion just started 1α DRAM production. The most advanced memory tech eve…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…↗
Michael | Hypermarkets — $NVDA is up 500,000% since its IPO in 1999.
$10,000 would be $50M doing nothing all but holding.
SPACEX, OPENAI, ANTHROPIC are all going public now.
Here's how I'm playing each…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE Excellent insight into how the top of $GS thinks about current markets AND GAI impacts both internally and externally. Waldron comments make me even more bull…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE If you listened to the last $AEHR conference call, you’d know HBF is much closer to commercialization than the market comprehends.
https://t.co/EfbH8OiGSk
E…↗
May 24
The Future Investors — $NVDA $INTC $AMD Nvidia could capture two-third of the x86 server CPU market from Intel and AMD, according to an analyst who expects Nvidia to generate around $20B in CPU revenue i…↗
Ben Pouladian — The agentic CPU trade priced one layer
AMD and INTC got bid up for the orchestration slice, and that part is real
But parallel agents converge on the integrated rack: CPU plus GP…↗
May 24
TheValueist — $NVDA $ARM $INTC $AMD Nvidia says its forecast for $200 billion CPU market includes China - https://t.co/vxX5iuRAhN↗
May 23
TheValueist — $NVDA $MU $SNDK $LITE Interesting product from $DOCN . The cloud providers are offering value added services to strengthen their competitive position.↗
May 23
JC Investing — POV: It’s 2032 and it wasn’t a bubble
$NVDA is at $1000
$SPY is at $20,000
$BTC is at $300,000
and you’re still sidelined https://t.co/fB9MLT80VN↗
May 23
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
May 23
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
May 23
Lawrence McDonald — $CCJ Power is everything for AI - A strong @BearTrapsReport high conviction buy in 2020-2022, an important focus in our book “When Markets Speak” in 2024. You can fit 114 Cameco’s…↗
May 23
JC Investing — All $378 of my x payout is going into $NVDA
Toss up between that and $MU but Micron is my largest holding https://t.co/mJ3dhrn9Lh↗
May 23
Shay Boloor — @LiNasha07 @FuturumEquities Love the AI inference bottleneck tailwind for $NVDA video↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
May 23
Michael | Hypermarkets — My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.
She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.
There's 10 stocks with di…↗
May 23
CK Capital — A company trusted by NASA and the Pentagon just hit a 52 week high yesterday and is still one of the most undervalued stocks in the market.
$PENG. $2.7 billion market cap. Let me…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
May 23
Wayne Liang — Gap between $AMD and $NVDA is filling nicely, around ~6.8x apart now...
And my stance gets stronger.
> $NVDA just reported a monster Q1 FY27. $82B revenue (+85% YoY), datacenter…↗
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
Serenity — @_juicebox99_ I don't see FOCI becoming a $50B+ company.
They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives…↗
May 23
Ben Pouladian — Controversial take: NVDA just 25x’d the dividend and added another $80B buyback.
The signal isn’t yield.
It’s the cash machine admitting it’s a cash machine.
In the Greg Abel er…↗
May 23
Mike Investing — Politicians, President Trump, & even the $NVDA CEO, Jensen Huang are all betting on this one stock to succeed…
That is ServiceNow ($NOW).
They all know that $NOW will become esse…↗
May 23
Daave “3 and 30” Tepper — @Midnight_Captl if open source agentics take share from closed - which they inevitably will because agents don’t have stylistic preferences - $nvda will re-establish itself as the…↗
May 23
TheValueist — I'm long many, many names on this list. But you know what name isn't on here? $NVDA
To keep from going crazy, I simply must laugh to myself, saying they just don't understand, an…↗
May 22
KawzInvests 🦑 — Also wanted to add a point I don't see highlighted enough on $NOK.
Nokia is Nscale's preferred networking partner for their entire global data center buildout. Every site on the m…↗
May 22
rubicon59 — $NVDA one of the fastest and best positioned is one of the cheapest right now. I rest my case.↗
May 22
Ben Pouladian — $NVDA down 8% on a massive beat. Market rewards unprofitable neo clouds and cyclical semi suppliers instead.
Relative valuation: 0.90x SOX. 10-year trough was March.
Jensen: "You…↗
Michael Sikand 🦑 — Morgan Stanley's new research on AI racks has $DELL trading like it's a penny stock.
They modeled the next gen VR200 NVL72 rack at $7.8M per rack. That's up 95% from the $4M GB300…↗
May 22
KawzInvests 🦑 — $BB and $NOK both ripping today. Pretty sure I was the first to connect that neither of these is the phone company anyone remembers.
$NVDA paid $1B for 3% of Nokia in October. Nok…↗
May 22
Special Situation Investments — $NVDA earnings call was fascinating
Jensen on what customers buy:
“Customers do not buy GPUs. They build AI factories.”
At sufficient scale, the whole game is just giving boring…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
CK Capital — $INFQ up 30% yesterday. $2.5 billion market cap. And I think this is still early.
Let me show you the numbers that make me so bullish on this long term.
Today: $40 million revenu…↗
May 22
Shay Boloor — Great to be featured in Business Insider discussing the SEC’s plan to allow investors to trade tokenized versions of stocks.
If names like $NVDA or $AAPL move onto regulated block…↗
May 22
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
May 22
Shay Boloor — $IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:
• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/op…↗
May 22
Black Panther Capital — Translation of the $IREN post from Dan:
> Buckle up we are coming.
> $NVIDIA really like us.
> We will win this race.
> We are going global.
> 3 layers secured.
>…↗
May 22
InvestmentGuru — Physical AI is the next wave.
The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world.
Here’s the complete P…↗
Ben Pouladian — .@sssjeffpu Pu's Computex preview confirms what I said on TITV last month: Vera Rubin's hidden story is the CPU
Jeff: 1.5x faster, 2x perf, 4x density vs x86. GPU:CPU ratio movin…↗
May 22
TheValueist — $NVDA $MU $SNDK $LITE Good interview by @JaredKubin of @franklinkeller . I haven’t heard of Frank or his fund prior to this piece. Interestingly, and perhaps good for him and perha…↗
May 22
unusual_whales — To get $NVDA news and updates, subscribe to Unusual Whales.
See more: https://t.co/oyfadhhqnS↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 22
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chip…↗
May 22
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The podcast is a 29:36 Dwarkesh Patel conversation recorded at a Jane Street Texas data center with Ron Minsky, who co-leads Jane Street’s…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL Straight from the horse’s mouth. Bullish GOOGL and the GAI infrastructure trade. Yet, they still have much more to figure it out for broader enterprise…↗
Shay Boloor — $NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue.
As AI clusters scale, the bottleneck becomes how fas…↗
May 21
unusual_whales — CEO of Nvidia, $NVDA: Nvidia stock performance is one of the mysteries of the universe.↗
IvanaSPEAR — $ARM move is not silly at all post $NVDA comment on the call for Vera CPU being $20B in F27.
ARM gets a cut.
On a $5B Revenue base, it gets meaningful.
@jimcramer https://t.c…↗
May 21
rubicon59 — The biggest, baddest, most liquid stock now has microcap-like price potential. $NVDA↗
May 21
Black Panther Capital — The clearest sign you can get 😳
“Physical AI is the next wave.”
— Jensen Huang.
Here’s the complete Physical AI list - save it:
$NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 21
CK Capital — My favorite quantum computing stock in the market right now is $INFQ and it’s not even close.
Every other quantum company is betting entirely on gate based quantum computers that…↗
TheValueist — $NVDA $MU $SNDK $LITE Set aside all the FUD and misinformation for a moment. Think to yourself: what must overall GAI demand be if NVDA can go from $0 to $20 billion in revenue in…↗
Shay Boloor — $NVDA CEO Jensen Huang confirmed Vera Rubin is heading to space while saying Earth will still carry most data centers & energy demand “for some time to come.”
He sees no physi…↗
tae kim — Jensen when asked why Nvidia’s valuation is lower than the market: “That’s one of the mysteries of the universe. I think all of this is going to get sorted out. In the end, they ca…↗
May 21
Shay Boloor — $NVDA CEO Jensen Huang just said that AI will be a multi-trillion-dollar industry with “incredibly good” ROI.
He also called Nvidia’s stock performance “one of the mysteries of th…↗
Shay Boloor — $NVDA is positioned across every layer of the AI buildout from silicon & networking to optics, power, neoclouds & the model companies running on top.
If you think this is peak ear…↗
May 21
tae kim — SpaceX ROI on xAI capex buying Nvidia GPUs seems to be pretty damn good $NVDA https://t.co/1YkhsAiog2↗
May 21
Jeff York, PPT — $NVDA is pulling back at the Yearly R1 #pivotpoint! 🎯
The BIGGEST reversals happen at the yearly #pivotpoints! ⏬⏫ https://t.co/C824ojOspC↗
May 21
KawzInvests 🦑 — $NOK is turning cell towers into mini data center nodes by installing $NVDA GPUs directly into its AI-RAN base stations.
A factory robot cannot wait 200 milliseconds for a cloud s…↗
May 21
Wayne Liang — Only the unexperienced would sell the news on $NVDA earnings... we've seen how it always plays out.
Not to mention, we saw the exact scenario with $SNDK and $AMD very recently. Sh…↗
May 21
TheValueist — $ARM all-time high +8%. Jensen is getting to work selling $NVDA Vera CPUs. LFG. https://t.co/DLjKV5BToo↗
May 21
Shay Boloor — $NBIS is up over 11% after sending new customers a $NVDA GPU price hike starting in June.
AI compute scarcity is giving Nebius pricing power with H100s moving from $2.95/hr to $3.…↗
May 21
Wayne Liang — Very few people saw this news about $AMPG yesterday since it wasn't officially released by AmpliTech... but that changed 2 hours ago.
Should see it start to price in today?
TLDR:…↗
May 21
TheValueist — $INTC $NVDA $MU $SNDK *INTEL INTRODUCES SUPERCLAW HYBRID AGENTIC AI SOLUTION
https://t.co/pcgkXcj9LN
Introducing SuperClaw - a Hybrid Agentic AI Solution Designed for AI PCs, Agen…↗
May 21
Shay Boloor — @FuturumEquities The Vera CPU commentary was also WAY more interesting than the market gave it credit for since $NVDA essentially said it has visibility to ~$20B in total CPU reven…↗
May 21
amit — $NVDA
NVIDIA PRICE TARGETS ACROSS THE STREET FOLLOWING Q1 EARNINGS:
Baird $300 —> $500
Evercore ISI $352 —> $413
Melius $380 —> $400
BofA Securities $320 —> $350
Benchmark $…↗
May 21
Shay Boloor — $MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands.
The supply constraint has gotten so severe that memory content alone no…↗
May 21
Antonio Costa — $NVDA New price targets https://t.co/m0E9nu4S86↗
May 21
tae kim — Nvidia skeptics think this is bearish, when in reality it is insanely bullish $NVDA https://t.co/snlNe8oufO↗
May 21
unusual_whales — "Nvidia. $NVDA, has told skeptical investors that AI is ready to go mainstream," per FORTUNE↗
May 21
Shay Boloor — A single $NVDA VR200 NVL72 rack will cost ~$7.8M which is nearly double the ~$4.0M GB300 rack.
The biggest cost explosion is memory (up more than 5x) proving dollar content keeps…↗
May 21
Shay Boloor — You can find my full $NVDA earnings review here:
https://t.co/VlVGI4DXaR↗
May 21
Shay Boloor — $NVDA CEO Jensen Huang said demand has gone parabolic because agentic AI has arrived, AI can now do productive work and tokens are becoming profitable.
If tokens are profitable th…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE CONCLUSION
Exhibit 3 shows a step-function increase in rack-level dollar content from GB300 NVL72 to VR200 NVL72, with the estimated rack bill risi…↗
May 21
InvestmentGuru — $NVDA Q1 2026 Earnings — Sector Signal Breakdown
1. Agentic AI Inflection Is Confirmed
Jensen Huang declared “the agentic AI inflection point has arrived.”  This isn’t just NVDA…↗
May 21
TheValueist — $NVDA KEY READ-THROUGHS FROM NVIDIA Q1 FY2027 EARNINGS CALL
NVIDIA’s Q1 FY2027 earnings call was a broad positive signal for AI infrastructure demand, with the most important incr…↗
May 21
Frenchie — Hier on était environ 400 sur notre live autour des résultats de $NVDA
On se retrouvera aussi pour tout les grands rendez-vous de 2026-2027
Notamment l’IPO de $SPCX le 12 Juin…↗
May 21
InvestmentGuru — Good morning! Oil is finally back under $100 and if bond yields are cooling down, which can help market sentiment. After strong $NVDA earnings, investors are expected to continue r…↗
May 21
Shay Boloor — $AMD launched Ryzen AI Halo which is a $3,999 Mac Mini-sized workstation for developers running AI models locally.
It costs less than $NVDA DGX Spark at ~$4,700, supports both Win…↗
Antonio Costa — $NVDA The trend is your friend till it ends. Breakout, backtest , breakout backtest, next ? a new breakout imho https://t.co/ULjrxshWt4↗
May 21
シバイヌおやびん（投資系VTuber） — $NVDA の「最大手ならではの供給獲得面でのメリット」を市場が現在軽視してて、値動きが良い AMD ARM INTC といったシェア低位の銘柄に群がってる印象はある。
本当にメモリーなど部材不足になったら、景色変わるかもよ。↗
rubicon59 — Pre earnings $NVDA consensus EPS was $8.41. I bet to be upgraded~$11 soon↗
May 21
rubicon59 — "This is the market we never addressed before". $NVDA↗
May 21
rubicon59 — "Expect the 2nd category (non hyperscalers) to be larger in the next several years." "And btw, $NVDA is nearly 100% share in that 2nd category."↗
rubicon59 — "We are gaining share tremendously fast in inference". $NVDA↗
May 21
rubicon59 — "We should be growing faster than hyperscaler capex". $NVDA 👀👓↗
May 21
rubicon59 — $NVDA: "Vera CPU opens a brand-new $200 billion TAM for NVIDIA. We have visibility to nearly $20 billion in total CPU revenue this year, setting us up to become the world's leadin…↗
May 21
rubicon59 — $NVDA : "Our share of frontier AI models will grow significantly."↗
May 21
Serenity — Just in case you want to frontrun the next major catalyst:
$NVDA June 1 Computex/GTC Taipei keynote should be heavily bullish Taiwan optical ecosystem?
Just like when I went lon…↗
May 21
tae kim — NVIDIA's CFO is saying things like this and you're bearish? $NVDA https://t.co/ghQPrAzaHL↗
May 21
tae kim — An Interview with NVIDIA CFO Colette Kress: $1 Trillion Shareholder Return Is on the 'Horizon' $NVDA https://t.co/qXRFJv4vck https://t.co/PM724bayBb↗
May 21
Gaetano — There was a big signal for $NOK in the $NVDA call
Anyone catch it?
I am going to share an entire report on it in a few hours here on X↗
May 21
Evergreen Capital — My biggest takeaway from $NVDA earnings has nothing to do with the numbers, which were obviously strong across the board. It’s that the new disclosure framework and commentary thro…↗
May 21
Puru Saxena — $NVDA numbers and guide show that the AI trade is alive and well.
Semis are near term over-extended but the major trend is still up.↗
May 21
Shay Boloor — @FuturumEquities $NVDA networking number is one of the biggest pieces of the quarter because it proves Nvidia is selling the full AI factory stack.
Nvidia reported an excellent q…↗
May 21
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA reported a massive Q1 2026, with revenue reaching $81.6 billion, up 85% year over year. Data Ce…↗
May 21
Dillon Valdez — @amitisinvesting $NVDA confirmed demand; now networking, AI clouds, industrial customers, and software/utilization have to turn AI factories from a hyperscaler GPU cycle into a bro…↗
May 21
Jason's Chips — Are we safe from the classic $NVDA post-earnings trading session dump tomorrow? https://t.co/oteclmjnAy↗
May 21
Jason's Chips — $NVDA earnings = boring numbers interesting call
$NVDA reported $81 billion of revenue and guided for $91 billion of revenue, which were $600 million and $1 billion above sell-sid…↗
May 21
rubicon59 — Unlike with most SaaS, $NVDA SBC is a rounding error.↗
May 20
rubicon59 — $NVDA smashes estimates again. Revenue + 85% YOY, NI +135%. Guiding 94% revenue growth. Looks like ~20x PE on this FY eps. Eventually, the weighing machine will make the voting…↗
May 20
amit — so what did people think about those $NVDA earnings
they crushed as always, focused heavily on CPU TAM + capex continuing to grow
stock slightly down to flat, no major reaction…↗
May 20
InvestmentGuru — @kalra0096 when a stock is priced for perfection and delivers perfection, the market shrugs. The real move in $NVDA tends to come over weeks/quarters, not overnight.↗
May 20
InvestmentGuru — What a day in the market! Oil prices and bond yields finally cooled down, and $NVDA earnings anticipation became the major reason behind today’s rally. All major indices closed up…↗
May 20
Ray Wang — $NVDA Jensen: "The $20 billion is for a standalone CPU. Remember....
...My sense is that we'll be supply constrained throughout the entire life of Vera Rubin."↗
May 20
unusual_whales — JUST IN: Nvidia, $NVDA, is boosting its cash dividend from $0.01/share to $0.25/share.↗
May 20
Ray Wang — $NVDA: "Vera CPU opens a brand-new $200 billion TAM for NVIDIA, a market we have never addressed before. Every major hyperscale and system maker is partnering with us to get it dep…↗
May 20
Ben Pouladian — NVIDIA FQ1 FY27
$82B revenue, +85% YoY
$91B Jul Q guide
74.9% GM held flat
$200B Vera CPU TAM disclosed, NOT in the $1T
Monday night I posted five lines that would decide ratify…↗
May 20
InvestmentGuru — $NVDA share holders after earnings https://t.co/hBsUR9ACsw↗
May 20
tae kim — Hundreds of billions of stock buyback/dividends INCOMING for $NVDA I'm serious.
I just got off a video call interview with Nvidia CFO Colette Kress after the earnings call. (Yes,…↗
May 20
Ben Pouladian — Jensen on NVDA's call today about CPUs
"The economics of the past was dollars per core
The economics of AI of the future is dollars per token"
Cloud rented cores
AI rents tokens…↗
May 20
Shay Boloor — Jensen Huang closed the earnings call by saying “demand has gone parabolic” driven by agentic AI and profitable token generation.
$NVDA sits at the center because it runs every fr…↗
tae kim — $NVDA growing at 85% while trading at a high-teens multiple MUCH lower than the S&P 500 with its meager 10%? growth makes no sense. A multiple re-rate higher is coming.↗
May 20
TheValueist — $BRK.A should legitimately start building a large position in $NVDA↗
May 20
Ben Pouladian — Jensen on the Q1'27 call: the $1T Rubin/Blackwell visibility EXCLUDES standalone Vera CPU and LPX.
Above the trillion:
1. Frontier AI model share growth
2. Vera CPU (second larges…↗
May 20
Shay Boloor — $NVDA CEO Jensen Huang says " they should grow faster than hyperscaler capex" which is expected to rise ~82% this year.
That implies Nvidia could grow 85%+ versus current estimate…↗
May 20
tae kim — Jensen: "we are growing share in inference" "we added Anthropic" "every single frontier model company is jumping on Vera Rubin from get go" it will be more successful than Blackwel…↗
May 20
tae kim — Jensen: "we should be growing faster than hyperscaler capex"
Morgan Stanley says hyperscaler capex growing 38% in 2027 to $1 trillion, after growing 78% to $737 billion this year…↗
May 20
Shay Boloor — $NVDA said Vera CPU opens a new $200B TAM for Nvidia which is a market the company has never addressed before.
Nvidia now has visibility into nearly $20B of CPU revenue this year…↗
May 20
TheValueist — $ARM up another 3% post on this ridiculous $NVDA Vera CPU launch. https://t.co/iwnOh92BgJ↗
May 20
TheValueist — $NVDA $ARM Incredible forecasted Vera CPU launch. NVDA believes they will become the world’s leading CPU supplier. https://t.co/oOCCa2W3On↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Jose Najarro Stocks — $NVDA $AMD $INTC $ARM THE CPU SHORTAGE IS A MAJOR WIN FOR NVIDIA
NVIDIA believes it will be the world's leading CPU supplier this year!!
"Vera CPU opens a brand new $200 billion…↗
May 20
Jose Najarro Stocks — THE $NVDA DIVIDEND RAISE AND BUYBACK ANNOUNCEMENT MIGHT BE THE MOST BULLISH AI SIGNAL OF THE NIGHT. LET ME EXPLAIN.
For years, Jensen invested Nvidia's cash into AI labs, neocloud…↗
May 20
tae kim — November 30, 2025 $NVDA
Tae: "Here's what's going to happen from here:
-Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step funct…↗
May 20
unusual_whales — Nvidia, $NVDA, CEO Huang said:
"Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positi…↗
May 20
The AI Investor — $NVDA data center networking revenue was a record $14.8 billion, up 199% from a year ago and up 35% sequentially.
If it were a separate company, NVIDIA Networking could be a trill…↗
May 20
tae kim — My favorite signal for future GPU demand (Ian Buck confirmed my thesis is accurate) was up 199% y/y -> "Data Center networking revenue was a record $14.8 billion, up 199% from a…↗
May 20
tae kim — THIRD quarter in a row of y/y revenue growth acceleration. I don't think y'all realize how crazy that is at this scale moving physical atoms (not bits): +62% -> +73% -> +85%…↗
May 20
Shay Boloor — $NVDA Q1 Data Center revenue hit a record $75.2B (+92% YoY) with Vera Rubin still on track for the second half of this year.
The largest industrial buildout in human history is st…↗
May 20
amit — $NVDA
NVDA Q1 2026 EARNINGS:
- Revenue reached $81.6B, +85% YoY
- Data Center Revenue of $75.2B, +92% YoY
- Announced a new $80B share buyback
- EPS of $1.87, +135% YoY
- Gross…↗
Ophir Gottlieb — $NVDA
Revenue: $81.6B vs. $79.15B est
Adjusted EPS: $1.87 vs. $1.77 est
Data center revenue:
$75.2B vs. $73.49B est
Gross margin: 74.9% vs. 75.1% est
Q2 revenue guidance:
$9…↗
May 20
unusual_whales — BREAKING: Nvidia, $NVDA, has announced a new $80 billion share buyback plan↗
Shay Boloor — $NVDA operating profit has nearly 40x since the ChatGPT moment 🤯 https://t.co/ca8MB1DvOi↗
May 20
Wayne Liang — $NVDA crushed earnings, clean beat across the board. They're also boosting their quarterly cash dividend from $0.01/share to $0.25/share, and announced a massive share buyback auth…↗
May 20
tae kim — $119 billion! Skeptics are going to lose their marbles again. lol. Securing component supply is key competitive advantage vs. rivals. $NVDA
"total supply-related commitments were…↗
May 20
SandemanStocks — All numbers look good for $NVDA. AI full speed ahead. $NBIS
Just as expected.↗
May 20
JC Investing — @WatcherGuru At this rate $NVDA could do $400B this year in revenue 🤯↗
May 20
Shay Boloor — $NVDA CFO said there were no data center Hopper shipments to China this quarter.
Thats down from $4.6B in Q1 FY26 showing how much China restrictions are still weighing on reporte…↗
May 20
TheValueist — Great quarter from $NVDA ,and we need to see what they say on the call. Don't let these algos shake you loose and make you believe what isn't actually reality.
Revenue
Revenue for…↗
May 20
Jason's Chips — "Vera Rubin on track for the second half of this year, starting in Q3." - presentation
Yeah, I bet $NVDA going to talk a lot about this one on the call to counter all of the rumor…↗
May 20
JC Investing — At this rate $NVDA may do $400B THIS year… https://t.co/o2mmDzj71L↗
May 20
BULL OF BRITAIN — First $NVDA earnings I've ever seen where they beat (like always) and actually go GREEN↗
May 20
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 20
Jose Najarro Stocks — $NVDA Q1 FY2027 FULL BREAKDOWN!!
1) The headline beat $81.6B revenue. Beat by ~$2.8B. EPS $1.87 vs $1.77 est.
2) Data Center: $75.2B (+92% YoY)Blackwell 300 products are the en…↗
May 20
tae kim — Nvidia growing quarterly revenue at 85% y/y at a $81.6 billion runrate is insane. Just insane $NVDA https://t.co/ora8KkBik5↗
May 20
unusual_whales — BREAKING: Nvidia, $NVDA, says they expect to bring in $91 billion of revenue next quarter↗
May 20
Shay Boloor — $NVDA JUST ANNOUNCED A NEW $80B SHARE BUYBACK PLAN https://t.co/7O7CK73tJ2↗
May 20
Antonio Costa — $NVDA Announces $80B Additional Share Repurchase Authorization 🤯↗
May 20
Jason's Chips — $NVDA earnings (vs buyside bc we don't care about sell side)
Q1 revenues of $81.6 billion vs buy-side consensus of $81 billion. $0.6b beat
Q2 Revenue Guide of $91 billion vs buy-s…↗
May 20
The Future Investors — 𝗡𝘃𝗶𝗱𝗶𝗮 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $NVDA
EPS: $1.87 vs $1.77 est. ✅
Revenue: $81.6B vs $79.1B est. ✅
Data center revenue: $75.2B vs $73.0B est. ✅
Gross margin: 75.0% vs 75…↗
May 20
The AI Investor — $NVDA just reported Q1 Fiscal 2027 results
On May 18, 2026, Board of Directors approved an additional $80.0 billion to our share repurchase authorization, without expiration.
Out…↗
Shay Boloor — $NVDA delivered 😏
• Revenue $81.6B vs Est. $79.2B
• EPS $1.85 vs Est. $1.78
• Data Center $75.2B vs Est. $73.5B
• Gross Margin 75% vs. Est. 75%
Q2 Guidance
• Revenue $90.6B vs…↗
May 20
unusual_whales — BREAKING Nvidia, $NVDA, earnings:
- EPS: $1.87, est: $1.77
- Revenue: $81.6 billion, est: $78 billion↗
May 20
Antonio Costa — $NVDA NVIDIA Announces Financial Results for First Quarter Fiscal 2027 https://t.co/6Q3XNj8zn4↗
May 20
Jose Najarro Stocks — $NVDA $AMD $MU
What every semiconductor AI stock investor waiting for Nvidia Earnings Report is doing right now. https://t.co/2UrFkMjqTM↗
May 20
TheValueist — $NVDA on deck. Get ready. 5.5% implied move.
What can Jensen/Colette say to cause the stock to gap down 20%? https://t.co/VpqspVGBzz↗
May 20
unusual_whales — BREAKING: Nvidia, $NVDA, earnings are in after hours.
Check them as they come in here: https://t.co/nnHiV4xiLW↗
unusual_whales — BREAKING: Nvidia, $NVDA, is in after hours.
Join our stream live to watch the results and talk about the options flow beforehand: https://t.co/38sD44YqKq↗
Jose Najarro Stocks — $NVDA 3 THINGS I WANT TO HEAR ABOUT DURING THE EARNINGS CALL.
Long-term investor here, so I tend to use these calls to just get more answers about the market and upcoming products…↗
May 20
amit — @notthreadguy YES SIR IT’S $NVDA DAY
couldn’t do market open because we had a podcast with a ceo in the morning
you’re welcome to join or pop in if you want↗
May 20
Midas — I personally believe investing in the S&P 500 when you are under 30 is the DUMBEST financial situation you can do.
Why bother with a 10% YOY return when you can buy 10x stocks li…↗
May 20
Antonio Costa — $NVDA Options activity b4 earnings report.
Earnings expected in the afterhours. Expected move: 4.98% (+/- $11.18) https://t.co/uSQXDCzUTo↗
May 20
Shay Boloor — Imagine being short into $NVDA earnings on a tape like this. https://t.co/k0JsSB3u6U↗
May 20
Wayne Liang — We love double-news days on $AMPG. And it seems like most people haven't seen it yet?
$AMPG's CEO last week said new MNO deals could move straight to Purchase Orders.
2 hours ago…↗
May 20
amit — HAPPY $NVDA NVIDIA EARNINGS DAY.
Street is expecting $78.9B in Revenue and $1.74 of EPS.
Nvidia is up +18% this year and +35% from the March lows.
Jensen has consistently said…↗
May 20
TheValueist — Your optical landlord added copper $CRDO 1/21/28 c320 yesterday. R/r looked too good. I’m still ultrabullish optical and it will coexist with copper for years to come. I’m a firm b…↗
Shay Boloor — $NVDA is still the most important company in the AI infrastructure buildout because it controls the compute platform, networking stack, software ecosystem, system roadmap and suppl…↗
TheValueist — Another all time high in $MRVL today. Up ~9%. I’m long 1/21/28 calls. Everyone but $NVDA bid on NVDA earnings day. https://t.co/AD8SEHOJtA↗
Daniel Koss — $NVDA what's the chance today Jensen won't talk about agents agents agents meaning we need compute compute compute but there's a bottleneck called power power power.
I know I'm in…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The analyzed source is the Invest Like the Best / Colossus conversation officially listed as Episode 473, “Gavin Baker - Watts and Wafers,…↗
May 20
tae kim — Nvidia is the most under-owned stock in the S&P 500, according to Morgan Stanley $NVDA https://t.co/0qqvCTVF6z↗
May 20
SpotGamma — This is the latest in dealer $NVDA gamma positioning.
1) well supported below 220 into 200
2) Local (w.r.t time) negative gamma 230 into 250.
Interesting 5% implied ER move puts…↗
May 20
Jose Najarro Stocks — Pumped For Nvidia Earnings Stream Today With The Boys!!! $NVDA
@amitisinvesting @Futurenvesting @Couch_Investor https://t.co/jYcCsyoAzp↗
May 20
Serenity — If people don’t realize why I’m so interested in $SIVE M&A.
Sivers likely customers were:
Lightmatter when they were tiny -> became $4B+ company.
Lightelligence when they were t…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE Given how well the xurl/X API works, I'm thinking about plugging in my Analyst Agent into my sub channel and letting people pepper it with questions 24/7. I…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE A follow on to this: switching to HTML output for my @openclaw Analyst Agent is a massive productivity improvement.
The process begins with a single request…↗
May 20
Shay Boloor — @VanquishTrader Jensen about to prove to the world why $NVDA will be the worlds first $10T company.↗
May 20
Daave “3 and 30” Tepper — @tropicalvalue very true - bit of accounting trick but more so it drives higher marginal price to hyperscalers and others
nvidia creating industry wide lock in through co developm…↗
May 20
Daave “3 and 30” Tepper — it’s a smart strategy given the technology leadership - have the leading systems technology, control the supply chain, be the bank, own a portfolio of winners.
jensen flexing mus…↗
May 20
SpotGamma — $NVDA earnings:
~5.2% implied move down from ~6.5%
The main features are:
1) IV is high - even relative to prior earnings
2) Call skews = 100 %'ile, Put skews = 0%
Expecting big…↗
May 20
InvestmentGuru — Software stocks are under pressure today, but this doesn’t look like a breakdown—it looks more like profit-taking after a strong run and rotation ahead of $NVDA earnings. A lot of…↗
May 20
InvestmentGuru — Good morning! Equities are green premarket, but oil is still holding above $100 which continues to put pressure on the broader market. Today all eyes are on $NVDA earnings AH as th…↗
The AI Investor — The great Jensen of $NVDA https://t.co/DucEFtXVjH↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE $META VERY SMART. Always invest behind the psychopath. You will probably do alright. Bridgewater should be the best in the world at this data gathering and mo…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE This is a remarkable unlock, and I let you all in on the secret. @openclaw can automatically extract videos, then analyze the individual frames and transcribe…↗
May 20
InvestmentGuru — $NVDA
Nvidia shares fell after the last three earnings reports, including a 5.5% drop after February results and a 3% decline after November results. The five-day post-earnings t…↗
May 20
InvestmentGuru — THE CPU RENAISSANCE THESIS
The Structural Shift Nobody Priced In
This isn’t cyclical. It’s architectural.
The AI compute stack is undergoing a fundamental transition. Training wo…↗
May 20
Jason Luongo — Day trading is a job. Option selling is a business.
Day trading:
- You stop working, you stop getting paid
- Requires hours of screen time every day
- One bad trade can wipe a wee…↗
May 20
InvestmentGuru — What a roller coaster ride in the market today. Choppy session overall, but after continuous selling pressure in semiconductor, photonics, and AI infrastructure sectors, buyers fin…↗
May 19
Mike Investing — The worlds largest company, $NVDA reports Q1 earnings tomorrow…
Wall Street estimates predict an EPS of $1.77 (+119% YoY) & Revenues of $79.1B (+79.6% YoY).
$NVDA has sold off ov…↗
May 19
Wayne Liang — Looking forward to $NVDA kickstarting the rally back up for the entire market...
I hope you took advantage of the discount today. If not, you still have tomorrow before they drop…↗
May 19
Frenchie — Détail intéressant vu au HQ de $NVDA aujourd'hui.
La main robotique visible dans la vidéo semble utiliser des composants STMicroelectronics ($STM ).
Beaucoup voient encore STM un…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE This is interesting. It's like disposable agents or temporary agents in a sandbox. Seems like a different perspective from @openclaw or @NousResearch↗
May 19
Brian Feroldi — @FluentInFinance And yet, if you just add one $NVDA, $TSlA, or $AMZN to the list and the entire basket would be a wonderful investment↗
May 19
CK Capital — Let me show you the path to $500 billion for $NBIS. And I think it is more realistic than most people realize.
This would be a 10x from here.
Start with where they are today.
$5…↗
May 19
Nick Colas & Jessica Rabe (DataTrek) — 3/3 ...as $NVDA can easily afford these outlays and they should accelerate further AI development. The company reports tomorrow.↗
May 19
Nick Colas & Jessica Rabe (DataTrek) — 2/3 ... $NVDA has recently begun recycling some of its cash flow (30 pct last year) back into the AI ecosystem. That shift makes the stock’s investment case cloudier but is financi…↗
May 19
Nick Colas & Jessica Rabe (DataTrek) — 1/3 $NVDA is 8.6% of the S&P 500, more than 7 entire sectors. It has achieved this valuation through both dramatic revenue growth (88% CAGR over the last 2 years) and truly rem…↗
May 19
Shay Boloor — I still own $IREN because I think the market is underestimating both the $NVDA alignment and how hard its power footprint is to replicate.
If the company can turn ~5 GW of secured…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
amit — everyday at approximately 12:48PM ET the stock market remembers AI is real and we rip
kinda funny how much market cap is added intraday once we flip 😂
bears are really trying…pa…↗
May 19
Frenchie — Demain, c’est les résultats du big boy $NVDA
La soirée la plus attendue du marché, et on sera en live à 21h00 pour suivre ça ensemble jusqu’à tard dans la nuit
>Soit Jensen fa…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERIVEW
Long-dated, 2-year out-of-the-money call options and private equity-style buyout investments both express a high-conviction, asymmetric un…↗
May 19
The Future Investors — 𝗡𝘃𝗶𝗱𝗶𝗮 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗣𝗿𝗲𝘃𝗶𝗲𝘄
$NVDA reports Q1 FY27 results tomorrow. Here are all the key metrics you need to know 👀 🔍
𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝘀 𝗤𝟭 𝗙𝗬𝟮𝟳
Revenue:…↗
Serenity — $IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-…↗
May 19
Dillon Valdez — @HyperTechInvest ASIC savings only create value if the workload, networking, and deployment path stay efficient enough to beat $NVDA’s full-stack premium. https://t.co/4LvchAkT1F↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
CK Capital — $OUST just partnered with Fujifilm and I don’t think people understand how significant this actually is.
For a decade the autonomous vehicle and robotics industry has been stuck w…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Read this and watch @GavinSBaker ‘s Sohn interview. Outstanding and inside baseball read on what is transpiring in the GAI infrastructure trade. I agree with…↗
May 19
TheValueist — $NVDA $AMD $MU $SNDK $LITE NVDA Vera CPU is here. I have a feeling they will do a very good job at blowing this out through their established sales channels and attaching it to lar…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE I still don't believe people and the market comprehend how many trillions of dollars will be spent on new build GAI infrastructure globally over the coming de…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview of Johnathan Ross. Watch if you want to know how GAI will evolve in the years to come.
The Inference Revolution: Groq, Nvidia and the F…↗
May 19
BULL OF BRITAIN — The time to be max risk on Photonics such as $AXTI $SIVE $SOI $AAOI $LPK was 6 months ago.
Defend your capital. Narrative driven pricing will eventually capitulate when the volum…↗
May 19
InvestmentGuru — $NVDA earnings is a major event for AI sector.↗
May 19
Shay Boloor — Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity.
The bottleneck is memory, compute, power and the physical…↗
May 19
Jukan @COMPUTEX — This latest piece from GSR is genuinely important.
Why is Nvidia still courting China — almost clinging to it?
GSR frames it this way:
"For Nvidia, China is a monitoring window…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Whether you want to believe it or not, we are still in the bottom of the 1st inning of the GAI infrastructure buildout in the US and globally.↗
May 19
InvestmentGuru — $NVDA earnings on May 20 is the biggest AI event of the quarter.
Expectations are high: ~$78B revenue (+~80% YoY), ~75% gross margins, and strong AI data center growth driving ~$4…↗
May 19
Shay Boloor — $IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer. https://t.co/…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
mon — $NVDA + $IREN + $DELL = 🚀
Great things are coming.
It's only a matter of time.↗
May 18
Shay Boloor — $NVDA hand-delivered the first Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle Cloud.
Vera is the company’s first custom CPU built for agentic AI marking its push deeper into th…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
TheValueist — $NVDA $MU $SNDK $LITE Straight from a man that runs a multibillion dollar equity l/s HF. 13fs also don’t necessarily reflect the economic impact of derivatives accurately, as well.…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
May 18
CK Capital — I'll say it plainly. $PENG is a $100 stock trading at $48.
This is a company that builds and deploys mission critical AI infrastructure for NASA, the US Air Force, the US Navy, Lo…↗
May 18
JC Investing — POV: you realise $NVDA is worth $5.5T and do $200B a year and $MU is going to do $200B in FY2027 https://t.co/2WWqNBC7MQ↗
May 18
The Future Investors — Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇
$NVDA $DELL $MU $HXSCL https://t.co/SGcfvRdgBA↗
May 18
Shay Boloor — $NVDA CEO Jensen Huang and $DELL CEO Michael Dell discussed the biggest AI supply chain constraint right now.
They also broke down the future of AI agents as digital workers insid…↗
May 18
tae kim — Jensen $NVDA on Bloomberg TV: "we'll have hundreds of billions of agents .. we're going to need a lot more CPUs .. [AI] demand is much greater than overall capacity .. we're at the…↗
May 18
BULL OF BRITAIN — A good rule to follow is: When the market goes down. What names are you confident in being down on, and what are you scared will go to zero. If you listen to the intuition you alre…↗
May 18
Dillon Valdez — $NVDA catalyst path is not just the next earnings date.
The bar is higher now.
Street is looking for about $46B revenue, $1.00 EPS, and roughly $41B in Data Center revenue. NVIDI…↗
May 18
Wayne Liang — $SPCX (SpaceX) is filing their S-1 publicly this week, and trades on Nasdaq June 12th.
What's interesting is Nasdaq-100's new fast-entry rule (effective May 1) makes $SPCX eligibl…↗
May 18
Shay Boloor — $NVDA CEO Jensen Huang says AI will take over routine tasks, boost productivity and free people to focus on more meaningful work. https://t.co/kOvQ8enax8↗
May 18
SpotGamma — the $QQQ NDX term structure holds a big kink due to $NVDA earnings, verifying how important NVDA for the equity complex.
Interestingly you see the kink for single stocks too, like…↗
May 18
Shay Boloor — @FuturumEquities @danielnewmanUV $NVDA is going to show the market on Wednesday just how early we still are in the AI buildout.↗
May 18
Frenchie — Et si le vrai move sur les earnings $NVDA , c’était justement qu’on ne drop pas ?
Le marché price encore une grosse réaction : environ 7% de move attendu post-earnings selon les o…↗
May 18
tae kim — $NVDA "Our prior PT of $260 was based on ~26 our MW CY27 (FY28) EPS estimate of $10.05. We are lowering our multiple assumption to ~22x, in-line with the broader market and a disco…↗
May 18
tae kim — Morgan Stanley: $NVDA "We estimate hyperscaler capex to build a 1 GW datacenter with current-gen NVDA GPUs (Blackwell) is up to ~2x the cost of current-gen custom ASICs (TPU, Train…↗
May 18
Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex)
$AMD MI450 GPU cycle incoming, hyperscaler locked
$NVDA still buying Blackwell dips
$MU HBM4 memory supercycle play
$TSM TSMC,…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
Serenity — Next year… I’m expecting there to be many articles about FAU + component bottlenecks.
Especially as the new CPO architecture led by $NVDA + $TSM starts to scale.
Then a lot of th…↗
TheValueist — $NVDA $MU $SNDK $LITE India GAI market is on fire. Question is how best to capitalize on its growth?
(Economic Times) -- Nvidia is in advanced talks to lead a $20 million funding…↗
May 18
CK Capital — Serenity makes a fair point on $PENG and the photonics angle. She is right that they build the chassis not the core IP. I have never disagreed with that.
But here is what I think…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW
The DayOne potential IPO report describes a potentially material capital-markets event for Asian digital infrastructure, but it remains an…↗
May 17
CK Capital — Let me tell you the $NBIS growth story because it is one of the most remarkable in the market right now.
Two years ago most people had never heard of Nebius. It was a spinoff from…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE What starts on Wall Street, filters down to Fortune 500, and eventually to Main Street. That is always the way. Think BlackBerry c. 2001.
The question is: wh…↗
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Shay Boloor — This is what happens when you become the face of the largest industrial buildout in history.
$NVDA CEO Jensen Huang gets treated like a rockstar in China because compute has beco…↗
May 17
Serenity — Donald Trump is apparently long Sushi.
I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC).
Among everything from $AVGO to $NV…↗
May 17
tae kim — My Substack's stock ideas since inception have been like Shohei Ohtani going 13-for-14 with 3 grand slam homeruns.
It won't last, but it's been fun so far!
Ken Griffin says the…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 17
Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
TheValueist — $NVDA $MU $SNDK $LITE I love that @WeAreHRT and @JaneStreetGroup are now publishing competing videos to show off who has the better GAI data center. All great things for the GAI i…↗
May 17
InvestmentGuru — 5 STOCKS BUILT TO LEAD THIS MARKET
The names institutions are watching. The names retail is sleeping on. Here’s why these five aren’t just holdings — they’re market leaders in the…↗
May 17
InvestmentGuru — Claude just became your edge in the market.
Anthropic’s Claude plugin for investors is here — and it’s redefining how retail traders research, analyze, and act.
What it does:
→ D…↗
Jerry Capital — @BearForce_Won Hell you can even do it with $NVDA last month!↗
May 17
unusual_whales — He also stated that Beijing's economy was "hot."
See more $NVDA news: https://t.co/oyfadhhqnS↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
Michael | Hypermarkets — CEO $NVDA says to buy sustainable energy stocks.
$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.
Right now, these 16 stocks have the exac…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE Don’t forget about the power and future development of autoresearch.↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE Interesting. It seems like this will further drive LLM commoditization by bringing additional scale to @UnslothAI . All good things for the GAI infrastructure…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE If the GAI infrastructure ecosystem gaps down on this NIMBY data center new build FUD, I’m increasing my long exposure.↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE I’ve seen multiple people share that there is a coordinated effort by the CCP to clandestinely build NIMBY campaigns against new build data center projects. V…↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
CK Capital — If someone told you there was a $2.5 billion company partnered with $NVDA, $AMD, $INTC, $DELL, and SK Hynix you would think the market cap would be crazy high, but it’s not.
That…↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
May 16
Michael | Hypermarkets — These 5 stocks should 100%-400% by holding it until 2030-2035:
1. $GOOG — analyst consensus strong buy, avg PT ~$600, with bulls targeting $550. I used $550 as a 2030-horizon bull…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
Shay Boloor — $NVDA CEO Jensen Huang called the GPU-to-atomic-bomb comparison a “stupid analogy.”
He also said that on China competition “If you want me to lose, you are going to have to deal i…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The transcript is best interpreted as direct evidence that frontier AI infrastructure has moved from a hyperscaler and model-lab phenomenon…↗
May 16
Shay Boloor — $NVDA CEO Jensen Huang says future computing may need “1,000x more energy” as AI moves toward always-on, real-time generation. https://t.co/tBM6rPNdOg↗
May 16
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
May 16
Daave “3 and 30” Tepper — emerging competitive shift not reflected in narrative or discounted in prices
Anthropic too powerful and beginning to challenge NVIDIA center of influence
NVIDIA is a systems p…↗
May 16
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
OCaml is a mature, high-level, compiled, statically typed functional programming language from the ML family. Its strategic value is not…↗
May 16
mon — $IREN & $NBIS deal with $NVDA
IREN deal: NVIDIA is the customer paying IREN $3.4B over 5 years ($680M/yr) for managed GPU cloud services on 60MW Blackwell systems ($11.3M/MW/yr r…↗
May 16
JC Investing — Rough few days for AI and semis
$INTC down 12%
$MU down 9%
$NVDA down 4%
Is it over? https://t.co/3NCXcfWuAX↗
Wayne Liang — While we watch Neocloud continue to run, I'll be deep diving into humanoids/robotics again to find the latest asymmetric trades.
$NVDA has really catalyzed some solid momentum acr…↗
May 16
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
Daave “3 and 30” Tepper — What if model architecture evolves from current transformer llm model and compute investment drops as a requirements? @WaterworldCapi1
Ftr this of course benefits NVIDIA
$nvda ht…↗
May 15
Shay Boloor — $NVDA nearly doubled its $CRWV stake last quarter. https://t.co/FQEtNLBcIj↗
May 15
CK Capital — What’s better?
$NVDA earnings day.
or
Leopold 13f day?↗
May 15
Mike Investing — The $NVDA CEO, Jensen Huang is telling you to buy $NOW.
One of President Trumps biggest buys for 2026 was $NOW.
Even the CEO of $NOW is buying more shares of his own company.
Ea…↗
May 15
TheValueist — $NVDA $MU $SNDK $LITE Damn, NVDA is getting on the Hermes Agent @NousResearch bandwagon as well. Looks like a neck-and-neck battle with @openclaw now. I have them both installed an…↗
May 15
Nancy Pelosi Stock Tracker ♟ — Breaking: Turns out Trump owned Nvidia the whole time too
On January 6th, he bought up to $1,000,000 in $NVDA
7 days later, his Commerce Department formally approved Nvidia H200…↗
May 15
unusual_whales — BREAKING: Yesterday Donald Trump filed his entire personal stock portfolio
So we recreated his top 20 holdings and launched it on Autopilot for the world to invest alongside
Here…↗
May 15
Black Panther Capital — $308 million in integrated memory revenue. First half of fiscal 2026.
Same window, a year ago: $201 million.
$PENG didn’t just grow a segment.
It rotated the ENTIRE business.
Th…↗
May 15
Dillon Valdez — @unusual_whales The key question for $NVDA is not whether AI demand exists, it’s how durable the accelerator cycle stays as supply, export rules and customer capex plans keep shift…↗
May 15
Jeff York, PPT — $NVDA so far in 2026, the Yearly #pivotpoint (YP) to the Yearly R1 #pivot point = texbook! 🎯
The BIGGEST reversals happen at the yearly #pivotpoints! ⏬⏫ https://t.co/VdbVEeDUSV↗
May 15
Shay Boloor — $NVDA becoming the largest public company in history is basically the story of compute becoming the most important resource in the world.
The stock has survived multiple 50%+ draw…↗
May 15
The Future Investors — Next week’s earnings is all about 𝗡𝘃𝗶𝗱𝗶𝗮 🤖🔥 $NVDA
Will they crush earnings once again and send AI stocks even higher? 📈
Or could one weak number shake the entire market?…↗
May 15
CK Capital — I am buying every single dip and here on $PENG and this is exactly why.
Think about what it actually takes to become a vendor for NASA. The US Air Force. The US Navy. Lockheed Mar…↗
May 15
unusual_whales — BREAKING: Trump said China has not purchased Nvidia’s, $NVDA, H200 chips, despite U.S. approval for sales↗
May 15
Shay Boloor — Today is the end of an era with Jerome Powell’s final day as Fed Chair.
Fun fact: a $10K investment in $NVDA when when his first term began would now be worth over $436K. https://…↗
May 15
Jason Luongo — 8. $NVDA - NVIDIA
The brain. Q1 revenue $44.1B, up 69%. Data Center alone was $39.1B, up 73%. Full year revenue hit $215.9B. NVIDIA doesn't just power AI training. Jetson is the e…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Michael | Hypermarkets — The 10%-20% SPY crash will push it from $750 back under $675 towards $600.
Here's 5 big reasons why it starts NOW:
1. Kevin Warsh just became Fed Chair. June 17 is his first FOMC…↗
May 15
Shay Boloor — $NVDA AI chip business is more than 400x larger than $CBRS and still growing nearly as fast.
Meanwhile, Cerebras is trading around 134x trailing revenue which is more than 5x Nvid…↗
May 15
InvestmentGuru — 0DTE Watch — If Market Bounces Today, It’s monthly OPEX Friday. Futures red. Inflation fear. But dip buyers have shown up 7 weeks straight. If the bounce comes — here’s where the 0…↗
May 15
Shay Boloor — Jensen Huang stopped by a local noodle shop during his China trip.
This doesn't look like someone worried about disappointing on $NVDA earnings next week. https://t.co/4i0Xn6BM51↗
May 15
Shay Boloor — President Trump says $NVDA H200 is “a great chip.”
He also said H200 didn’t come up during China trade talks. https://t.co/mLpHiPV9qZ↗
May 15
unusual_whales — BREAKING: Trump purchased up to a $1 million worth of Nvidia, $NVDA, stock on January 6, 2026.
This is a week before the Commerce Department officially approved the sale of Nvidia…↗
May 15
Midas — I’ve built an app to find 10x stocks early like $MU, $NVDA, and $SNDK.
The strategy that I used to find $NBIS at $20, $ONDS at $1, $RKLB at $16.
This app will also find AI bott…↗
May 15
Shay Boloor — $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang were spotted together on Air Force One.
Two of the biggest builders behind the AI and space economy with a combined net worth north…↗
May 15
Serenity — HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)???
FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA.
High convict…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 15
Serenity — FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B.
Their BOM is massive relative to MC and they're expected to capture a dominant mark…↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 15
The AI Investor — “The amount of energy that we need for computing is probably 1,000x more than we currently have.” - Jensen
What will happen to $NVDA compute revenue? https://t.co/UmTKAC3sDk↗
May 14
CK Capital — $PENG is a $2.5 billion market cap stock.
Let me show you who they work with.
Partners: $NVDA. $AMD. $INTC. SK Hynix. SK Telecom. Shell. Dell Technologies.
Customers: NASA. The…↗
May 14
Brad Gerstner — @TheJudgeCNBC @HalftimeReport Thx for creating the time for a real conversation - like an hour long live podcast on all things AI, $NVDA, $CBRS, software, economy, etc. Lets do it…↗
May 14
unusual_whales — Call your Nvidia, $NVDA. https://t.co/7MAYBKw5wL↗
May 14
tae kim — The market suddenly discovered these little-known chip related stocks with strong fundamentals today! $NVDA $AVGO $TSM https://t.co/QjMXnVLONI↗
May 14
unusual_whales — JUST IN: Our livestream is up.
Join us to see how earnings are going, what the flow is doing, how to use the tools on Unusual Whales, what your favorite stocks are doing (ie $NVD…↗
May 14
TheValueist — Being bullish or long $NVDA won't get you clicks or make people believe you are the smartest in the room, and it will sure as shit make you significant sums of money.
I stand by m…↗
May 14
The AI Investor — At least at this price, will reconsider selling $NVDA at $10T 😀↗
May 14
unusual_whales — BREAKING: This is unusual.
The market dipped after the Iran War started.
But then Trump bought millions of stocks, including in $AAPL, $NVDA, $DELL, $ADBE, and much more.
He con…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE ANALYSIS OF INVEST LIKE THE BEST: “INSIDE ANTHROPIC’S $100 BILLION AI COMPUTE COMMITMENT | CFO KRISHNA RAO”
SOURCE MATERIAL AND PARTICIPANTS
The source mate…↗
May 14
unusual_whales — BREAKING: Trump has disclosed thousand of transactions.
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The tra…↗
May 14
rubicon59 — A 10%+ uplift to $NVDA revenue? Does anybody have estimates?↗
May 14
Chris — President Trump just disclosed over 100 pages of stock trades to the White House Office of Ethics.
One of the first times we’ve seen a sitting President actively trading individua…↗
TheValueist — $NVDA $MU $SNDK $LITE This is unbelievable. What are the costs and resources needed to file over 300 bills in local jurisdictions? You know what's probably even crazier? They used…↗
May 14
The AI Investor — $NVDA - New ATH every day ?
Jensen didn't wake up a loser. https://t.co/fcREuo6pq8↗
May 14
amit — PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first…↗
May 14
JC Investing — POV: when you realise $NVDA was a $3.5T company when they did $40B a quarter and $MU will do $40B in Q4 https://t.co/0n16ELGRu3↗
May 14
Shay Boloor — One thing I’m certain of from today’s $CBRS IPO is that it’s going to make $NVDA $20B Groq deal look like an absolute steal. https://t.co/LC2ACpaLsh↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
TheValueist — $NVDA $NOK $LITE $COHR Equal weight index of J. Huang Capital Management's current holdings. Crushing the competition over the past year. The question is what it looks like going f…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 14
Shay Boloor — President Trump’s latest disclosure reportedly shows he owns more than $1M of $NVDA stock. https://t.co/vWfm7e5413↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
Jose Najarro Stocks — $AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE!
If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a…↗
May 14
Wayne Liang — T minus ~30 minutes until $CBRS goes live at $185/share on Nasdaq.
Quick recap on how things progressed:
> $115-$125 range filed May 4
> Bumped to $150-$160 on May 11
> Priced…↗
TheValueist — $NVDA $MU $SNDK $LITE $AMD $INTC Wild coincidence (maybe not wild)! I set up my first sandbox on @e2b last night with/for my @openclaw . We are deep programming now, baby! Sandboxe…↗
May 14
TheValueist — $NVDA $MU $SNDK $LITE I did not really understand what “headless” meant until I got my @openclaw setup running in January.
This is going to be one of the most important architectu…↗
May 14
InvestmentGuru — $NVDA — China Deal + $CBRS IPO Day: Two Forces, One Stock
CHINA UNLOCKING?
→ US cleared ~10 Chinese firms (Alibaba, Tencent, ByteDance) to buy H200 chips
→ Lenovo & Foxconn approv…↗
May 14
TheValueist — $NVDA This is what is happening in the sub channel for $1/month 🤣 . Get involved. Momentum + convexity is a good place to be.
—————-
The U.S. government has authorized the sale of…↗
May 14
TheValueist — $2317 $NVDA (Bloomberg) -- Nvidia Corp.’s major server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly profit, highlighting…↗
May 14
Shay Boloor — $NVDA gained ~$150B overnight on H200 approval for China.
China is the world’s #2 compute market, home to a massive share of AI researchers and many of the top open-source models…↗
May 14
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 14
Shay Boloor — $NVDA is up over 2% overnight after reports that H200 chip sales to China have been approved.
The approval could unlock up to $15B in potential China revenue for Nvidia if demand…↗
Shay Boloor — U.S. officials have reportedly approved around 10 Chinese firms to buy $NVDA H200 chips.
Approved buyers include $BABA, $JD, Tencent and ByteDance with Lenovo and Foxconn approved…↗
May 14
The Future Investors — $NVDA The U.S. has approved around ten Chinese companies, including Alibaba, Tencent, and ByteDance, to buy Nvidia H200 AI chips 🤖 🇨🇳 https://t.co/YRQ0j2kFRF↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 14
Mike Investing — The new $NVDA rival officially IPO’s tomorrow…
$CBRS will price itself at $185 per share which is much higher than the $150 marketed range.
Cerebras has grown sales +76% YoY to $…↗
May 14
Serenity — Honestly I’m expecting FOCI (3363) to blow away projections over next two years.
It’s a pretty high conviction position for me medium term at this level.
Since they’re expected…↗
May 14
TheValueist — $NVDA EXECUTIVE CONCLUSION
The Culper report should be treated as a material, diligence-worthy negative catalyst rather than as a fully proven short thesis. Its strongest contribu…↗
May 14
TheValueist — Good video from $MS . As I've said countless times on this app: Intelligence is a Mountain Without a Top. Intelligence is the only product in human history where if the marginal co…↗
May 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invita…↗
May 14
TheValueist — $NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do…↗
May 14
Serenity — Now that I think about it more…
Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too.
So as Amazon scales up, so does their revenue (it’s…↗
May 14
TheValueist — $NVDA $NOK $LITE $COHR NVDA PUBLIC EQUITY INVESTMENTS: SCOPE AND CONCLUSION
Analysis through May 13, 2026 identifies 18 public-company NVIDIA equity or equity-linked investments o…↗
May 14
InvestmentGuru — $CBRS hits Nasdaq TOMORROW — and it’s already one for the history books-
→ AI chip company built around the Wafer Scale Engine (WSE-3)
→ A single chip the size of a dinner plate w…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Let's let this sink in... Right now, I can't imagine living without at least five bots I can chat with and talk to using voice. In 10 years, I believe I won't…↗
May 13
CK Capital — The more and more I look into $PENG the more I love this setup.
Started looking at it as a simple memory systems integrator. The more you dig the more layers you find.
Layer one.…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Very interesting launch and a perfect use of GAI-driven coding and workflows. The US air traffic control system is extremely antiquated, with much of the tele…↗
May 13
unusual_whales — BREAKING: Nvidia’s, $NVDA, market value now exceeds the combined stock market capitalization of every country outside the U.S. and China. https://t.co/qw0EYIPQFo↗
May 13
Shay Boloor — @PolymarketMoney These types of reports always seem to show up right before $NVDA reports and then company usually shuts down the noise by showing same thing it always does that de…↗
May 13
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
May 13
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview on BBG TV right now with TPG partner David Trujillo on the launch of DeployCo with OpenAI. Very believable. Mega-cap PE will be the tip…↗
May 13
Michael | Hypermarkets — 4 investing skills you need to know until 2030:
1. buy dips on strong companies only $TSLA $NVDA $MU $AAPL $GOOG $AAPL $AMD
2. recoveries will be V-shape bounces
3. all sell-off…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
TheValueist — $NVDA posting all-time again. I don't see how this is not a $300 stock by 1/21/28. People are looking for the next NVDA, and they can still simply buy NVDA. I'm long 1/21/28 calls,…↗
May 13
The AI Investor — $NVDA just broke to new ATH, $226, at $5.5T market cap, while Jensen is on the trip with Trump to China.
My portfolio: +76.50% YTD
No big option position, no major leverage, no…↗
May 13
Shay Boloor — @VanquishTrader $NVDA will be worlds first $10T company.↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 13
Shay Boloor — $NVDA just hit new all-time highs and crossed a $5.5T market cap for the first time ever.
Nvidia is now worth more than the GDP of every country in the world except the U.S. and C…↗
May 13
tae kim — This is for the innumerate clowns who actually still believe there are GPUs sitting in warehouses somewhere $NVDA :
“We are typically seeing 4 or more customers competing for eve…↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 13
Jose Najarro Stocks — $NVDA $TSLA WHAT DO YOU THINK ELON AND JENSEN TALK ABOUT?
Do they even talk to each other or just work on the flight?
If they talk ... is it purely AI stuff? Or do they joke ab…↗
May 13
Shay Boloor — $TSLA CEO Elon Musk said he and $NVDA CEO Jensen Huang are the only CEOs on Air Force One with President Trump. https://t.co/j5qZYDgy5l↗
May 13
Jason Luongo — 2. $NVDA - NVIDIA
Q1 revenue $44.1B, up 69%. Data Center revenue alone was $39.1B, up 73%. Full year revenue hit $215.9B. Networking revenue surged 64% sequentially from NVLink de…↗
May 13
SpotGamma — Tokens > everything
Into the US-China summit, the SPX term structure reflects little concern, as shown in forward IV (light teal).
What does imply high attention is next week…↗
May 13
Serenity — $NBIS earnings were stellar and it’s now trading $200+ premarket.
Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations.
4…↗
May 13
Frenchie — Mes 5 plus grosses convictions actuellement sur le stock :
$STMPA - MCAP ~$51.5B / ~€43.8B
Semi européen sous-valorisé.
Exposition auto, industriel, Datacenter, power semis. Le m…↗
May 13
BULL OF BRITAIN — You all understand that if Trump managed to open up China.
Every up and down stream supplier of $NVDA, $AAPL, $ORCL, $TSLA, $MU and $QCOM is going to fucking rip from the Chinese…↗
May 13
The AI Investor — Jensen - We need a lot more $NVDA GPUs 😂 https://t.co/J5joFB6Jnv↗
May 13
Serenity — So here's the napkin math I did on Nextronics (8147) when I went long.
They're the $NVDA CPO supplier for CPO connectors and cage thermal modules.
And I modeled around 2 FWD p/e…↗
May 13
Jose Najarro Stocks — $NVDA LOL JENSEN IS ABOUT TO LOCK IN SOME SALES!!
"Navidia's" CEO is on a Plane with other Big Tech CEO's Like Elon Musk. I'm wondering how many Vera Rubin he sells before the pl…↗
May 13
tae kim — According to a source familiar, President Donald Trump called Jensen Huang this morning. POTUS had seen reports that Jensen wasn't coming and wanted him to join the China trip. Jen…↗
May 13
amit — $NVDA
“You’re not talking to someone who woke up a loser.”
GO GET EM JENSEN. https://t.co/zlPtHY965H↗
May 13
Shay Boloor — $NVDA CEO Jensen Huang was seen aboard Air Force One en route to China. https://t.co/y88k2urEgq↗
May 13
Serenity — FOCI (3363) is looks extremely compelling around now at ~$3.35B MC for CPO exposure.
1. $TSM COUPE advanced packaging director hinted that FAU supplies by FOCI be a pretty big bot…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Shay Boloor — $NVDA disclosed that Jensen Huang’s foundation entered a deal with $CRWV to buy GPU compute time for universities and nonprofit research institutes.
The foundation has already don…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
Serenity — Highly bullish implications today for Shunsin (6451).
Which is Foxconn’s SiPH and CPO packaging/test arm.
-> UDN reported upward revision in volume and Foxconn began shipping cp…↗
Shay Boloor — $NBIS broke ground on a gigawatt-scale AI factory in Missouri across a ~400-acre campus.
The $NVDA backed buildout reinforces that winners in the new AI economy will be the ones t…↗
May 12
Daave “3 and 30” Tepper — think the market is looking for the next NVIDIA and losing sight… it’s NVIDIA
$nvda↗
May 12
Nick Colas & Jessica Rabe (DataTrek) — $NVDA alone is 5.1% of MSCI All Country and 8.2% of the S&P 500. In the first comparison, its weighting is larger than any country except the US. In the latter, NVDA would be t…↗
May 12
unusual_whales — Wells Fargo has raised Nvidia, $NVDA, price target to $315.↗
May 12
TheValueist — I wish I were as smart as @ScottWu46 , but I am not. That is why I will have 5 or more GAI Agents attached to me for the rest of my life. Got to backfill where I can.
$NVDA $MU $S…↗
May 12
Wayne Liang — Starlink V3 is being built with orbital data center capabilities (SpaceX is validating the entire space computing thesis).
Expanding on why each company from my earlier post matte…↗
May 12
Jose Najarro Stocks — $NVDA PRICE TARGET TO $315!!!
Wells Fargo just raise their price to $315 from $265.
Main drivers seem to be the Nvidia GW capacity model. The question Nvidia most likely gets whe…↗
May 12
InvestmentGuru — $GLW — Deep Dive & Long-Term Plan
Corning isn’t a glass company anymore. It’s becoming the optical backbone of the entire AI infrastructure buildout.
Here’s everything you need to…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
Serenity — As I said before $IREN is basically dogsht compared to $NBIS.
$NVDA didn’t give $IREN funding yet.
So IREN needs to figure out how to buy enough GPUs to monetize 5GW capacity th…↗
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
May 11
BULL OF BRITAIN — " $NVDA'S HUANG & $DELL CEO TO DELIVER KEYNOTE MONDAY MAY 18 AT DELL EVENT"
This market is so fucking easy↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE HTML output for long-form @openclaw responses is a game-changer. Below in the comments is the CSS template I am currently using; instruct your agent to use it…↗
Black Panther Capital — Wall Street haven’t figured $PENG role out yet.. when they do, it will explode.
Here’s everything you need to know and why $NVDA $AAOI $MU $SNDK will need to rely on them, at one…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE I took @JaredKubin 's analysis screenshot and the $CRBS S-1 as the starting point, and asked GPT 5.5 Pro Extended Thinking to build a detailed IPO analysis, i…↗
May 11
rubicon59 — $GLW +8% in a few days beyond the initial $NVDA pop, but, frankly, not sure the valuation makes any sense on the projected fundamentals.↗
The AI Investor — $NVDA new ATH $221
"You are not talking to someone who woke up a loser"
A member reminded us of this line 😀↗
May 11
tae kim — Defender of the Crown $NVDA https://t.co/YXSydEFlc5↗
May 11
Black Panther Capital — I took a position in $PENG today.
Here is why and my PT:
> 2026: $93 base / $124 bull
> 2027: $160 base / $210 bull
From $44 today. That is a 5x if the re-rate completes.
The m…↗
May 11
Serenity — @LMutaaya People were saying "WERE YOU KIDDING" when I posted I was bearish on $IREN at $71.
$NVDA isn't giving them any funding, so they need to raise elsewhere to buy GPUs for t…↗
May 11
Wayne Liang — 2 months ago $NVDA CEO told us the next sector that's being absorbed into this AI supercycle...
"Space computing, the final frontier, has arrived. Intelligence must live wherever…↗
May 11
TheValueist — $NVDA hits an all-time high. Looks like a traditional WON cup and handle breakout, the only chart pattern I've seen to have a reasonable amount of informational effectiveness. I wi…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE Weren't FDEs simply called consultants 3 years ago? All good things for the GAI infrastructure trade and for OAI employees to get paid.↗
May 11
TheValueist — $LITE $NVDA $MU $SNDK All of the GAI TMT Four Horsemen are now in $QQQ
(Bloomberg) -- Lumentum shares rise as much as 5.1% in premarket trading on Monday after Nasdaq announced th…↗
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 11
InvestmentGuru — THE IPO OF 2026 IS THURSDAY
$CBRS — Cerebras Systems hits Nasdaq on May 14th
And this isn’t just another AI hype listing. This is the company that built a chip the size of a dinn…↗
May 11
unusual_whales — Just five companies, Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have accounted for half of the S&P500 growth since April, per FT: https:…↗
May 11
Mike Investing — ServiceNow will go down in history as the greatest dip-buy setup that many have overlooked…
Over the last few months $NOW has partnered with:
- Nvidia
- Anthropic
- Amazon
- Micr…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 11
TheValueist — $NVDA $MU $SNDK $LITE The real breakthrough here on the horizon is not that GAI can generate fundamental research. It is that fundamental research can be living and no longer needs…↗
May 11
Serenity — Just putting it out there with the Goldman Sachs $NVDA supplier note.
There’s a very interesting ~$210m MC company Nextronics (8147) that I ended up taking positions on following…↗
May 11
CK Capital — $IREN is now cheaper than it was before the $NVDA deal was announced.
Wow. https://t.co/Pujlnwdoz8↗
May 11
TheValueist — The GAI TMT Four Horsemen Index ( $NVDA $MU $SNDK $LITE ) hit an all-time high on Friday's close, up 210.1% YTD. It is the best performing my custom equal-weight sector indexes. If…↗
May 10
Serenity — Today I learned there’s a $NVDA CPO supplier that builds massage chairs and US Humanoids on the side.
The Toto toilet HBM meme keeps showing up everywhere.↗
May 10
Shay Boloor — $INTC CEO Lip-Bu Tan congratulated $NVDA CEO Jensen Huang on receiving an honorary doctorate from Carnegie Mellon University for his contributions to accelerated computing and AI.…↗
May 10
tae kim — "@intel and @nvidia are collaborating to develop exciting new products!" $INTC $NVDA↗
May 10
Michael Sikand 🦑 — The biggest IPO so far in 2026 launches in 4 days.
$25B $CBRS brands itself an $NVDA killer.
It claims its huge, ultra fast AI chips are 21x faster than B200s.
But it's a parlay…↗
May 10
TheValueist — Thank you! Read our write-up, friends! You will become a better investor. They have recently been enhanced with additional data sources and greater depth.
$NVDA $MU $SNDK $LITE↗
May 10
TheValueist — @WisprFlow, you should raise the maximum snippet size above 4k characters. This appears to be a simple adjustment. I have many LLM prompts that are significantly longer than 4k cha…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Serenity — @Leo66Gao Yeah TWSE: 3324, TWSE: 3017, TWSE: 8996, TWSE: 2308, $VRT, and others were the ones I flagged.
But I wanted to do more DD today, just in case the $NVDA architecture chan…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
TheValueist — https://t.co/HXVkBfsxiX
$GS with another high beta podcast. This one is actually good and worth listening to. My Analyst Agents can replicate 90% or more of everything this GS QIS…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
TheValueist — $NVDA $MU $SNDK $LITE I transitioned my internal analyst-agent workflow from plain text (.txt/.md) outputs to native HTML generation. As soon as I read @trq212 's post, it became o…↗
May 9
Shay Boloor — Jensen Huang called AI the “single largest infrastructure buildout in human history” while discussing $NVDA partnership with $GLW.
He pointed to faster interconnects, larger compu…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 8
TheValueist — $CRBS $NVDA (Bloomberg) -- Cerebras Systems Inc. is set to increase the price range of its initial public offering as soon as Monday, according to people familiar with the matter,…↗
May 8
TheValueist — $NVDA $GOOGL $MSFT Well, it looks like Chris Hohn might be thinking along the same lines as me. https://t.co/4H0uGTrq1M↗
May 8
Shay Boloor — Wild that $INTC now has $NVDA and $AAPL backing its foundry ambitions while becoming a $600B company for the first time.
Incredible turnaround story. https://t.co/fzbfHzmVl8↗
May 8
Jose Najarro Stocks — Sooooo did chips win?
$AMD $NVDA $QCOM $MU $TSM
Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
TheValueist — I've consolidated all of my Mag 7 exposure into $NVDA $GOOGL . Both with all-time highs today. These two have tremendous momentum in both their fundamental businesses and stock pri…↗
May 8
amit — absolutely wild Friday
semis took a literal 4-hour breather yesterday before coming back
software down again
and rocketlab literally going to the moon
bulls in control
$AMD $M…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
The AI Investor — Portfolio New ATH
+55.04% YTD
$MU new ATH $700
$NVDA ATH $217
Congrats all members, I know some of you bought calls / $NVDL / $MUU during the dips 🍻
I chickened out a bit 😂↗
Daniel Koss — $IREN thoughts:
Long-term view: bullish, but execution risk remains very high.
Disclaimer: I am neither long nor short IREN.
Would I take a position in IREN here? No. While the…↗
May 8
Jason Luongo — 4. LEAP Call on $NVDA
$NVDA at $211.43. For long-term leveraged exposure, Claude pulled the June 2027 chain (406 DTE):
$170 call
Delta: 0.78
IV: 46.9%
Cost: ~$65.73 per share ($6…↗
May 8
Wayne Liang — @TheMarketJarl $3.4B is $NVDA purchasing cloud services from $IREN, not a direct investment. The potential $2.1B investment is a separate thing via the 5-year share purchase right.…↗
May 8
Wayne Liang — So $NVDA just signed a $3.4B contract with $IREN. As part of the partnership, $IREN gave $NVDA a 5-year right to purchase up to 30 million $IREN shares at $70 per share (potential…↗
May 7
amit — @Couch_Investor That’s why it seems more bullish than not.
$IREN needs to execute to get the $NVDA investment but if they do, $NVDA gets an asset worth much more than $70.
Differ…↗
May 7
amit — @1Santova yup, difference is $NVDA directly invested into $NBIS so they do have more faith in Nebius
which likely also explains why Nebius has landed more deals and has seen their…↗
May 7
Shay Boloor — @cvpayne Appreciate it Charles! 2026 could be very exciting for $IREN after the recent Mirantis acquisition and now the $NVDA 5 GW partnership brings a ton of momentum for them bec…↗
May 7
amit — @Wbinvests Yup. I think $NVDA not investing right now is basically them saying “until you guys continue to prove yourselves, we will wait but we are willing to continue promoting y…↗
May 7
amit — @HeeraniPK Correct, but $NVDA also signed a 3.4B deal with them.
Not the largest deal but they are contracting 3.4B of compute capacity which also signals confidence even if not…↗
May 7
amit — @thanatostrades Yup. They need a very big hyperscaler deal to probably secure the $NVDA investment.
Not sure if it deserves to go back to $40 but obviously not easy for it to pump…↗
May 7
amit — $IREN $NVDA
IREN PARTNERS WITH NVIDIA.
Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.
I am not a huge $IREN investor, but…↗
May 7
Shay Boloor — @PolymarketMoney $IREN just got the highly coveted $NVDA stamp of approval↗
May 7
Serenity — @bennybigbull They have the **right to** buy 30m shares.
$NVDA hasn't invested anything.
They just got a risk-free option purchase agreement for allowing $IREN to use their brand…↗
May 7
Serenity — $NVDA hasn't invested anything. They got a completely risk-free purchase agreement without committing anything.
This is different than a convertible note where they would loan $IR…↗
May 7
Shay Boloor — $IREN recent Mirantis acquisition and $NVDA 5 GW partnership do not feel like a coincidence.
Mirantis adds the software layer around Kubernetes orchestration while Nvidia validate…↗
May 7
Serenity — I still am bearish on $IREN.
Algorithms/retail probably read $NVDA + $IREN partnership and bought it up.
However, if you look at the realtity, it's just looks like brand agreeme…↗
May 7
The Future Investors — $IREN $NVDA NVIDIA and IREN announced a strategic partnership to deploy up to 5GW of AI infrastructure globally ⚡🤖
NVIDIA also received rights to invest up to $2.1B in IREN. http…↗
May 7
TheValueist — $IREN $NVDA HPC/neoclouds bid by the big boy. Yes, I closed out my IREN long some time ago 🤷♂️ Still was an excellent trade in the plus column. https://t.co/8R8jU6Siw5↗
May 7
TheValueist — You can’t compete with this algo machine. You must have a high conviction, rock-solid, long term view.
$NVDA $MU $SNDK $LITE↗
May 7
mon — $IREN X $NVDA As part of the partnership:
> NVIDIA and IREN intend to support deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data cen…↗
May 7
Shay Boloor — $IREN is up nearly 30% after announcing a partnership with $NVDA to support up to 5 GW of DSX-aligned AI infrastructure.
Nvidia also received a five-year right to buy up to 30M IR…↗
May 7
BMSInvests — $IREN pumping AH.
The $NVDA effect. https://t.co/FZdddC5PiX↗
May 7
mon — $IREN X $NVDA announced a strategic partnership to deploy up to 5 GW of AI infrastructure across IREN’s global data center pipeline.
NVIDIA also gets the right to invest up to $2…↗