Who is Dillon Valdez?

Dillon Valdez (@dillon_valdez) is a FinTwit voice tracked on Surfaced in the Semis category with 28.7k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @dillon_valdez mention most?

Over the past 12 months, @dillon_valdez's most-mentioned tickers are $NVDA, $LUNR, $RKLB, $NET, $NOW — $NVDA leads with 6 mentions.

When did @dillon_valdez first mention $NVDA?

@dillon_valdez's first tracked mention of $NVDA was on May 15, 2026.

How active is @dillon_valdez?

In the past 12 months, @dillon_valdez posted 55 times carrying cashtag mentions, totalling 93 mentions across 70 distinct tickers.

Dillon Valdez (@dillon_valdez) on Surfaced

@dillon_valdezMay 21, 2026 · 12:39 AM

@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 broader platform economy. The age of physical AI is next https://t.co/GVO7bsEnGT

Open on X

@dillon_valdezMay 19, 2026 · 2:31 PM

@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

Open on X

@dillon_valdezMay 18, 2026 · 4:30 PM

$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. NVIDIA is guiding gross margin around 72%, with the recovery path back toward the mid-70s. For me, the proof sequence is simple: 1. AI demand has to stay visible. 2. Blackwell has to convert into revenue at scale. 3. Gross margin has to recover. 4. China/H20 has to stop swallowing the story. Dates matter. The evidence path matters more.

Open on X

@dillon_valdezMay 15, 2026 · 3:36 PM

@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 shifting.

Open on X

Dillon Valdez

Dillon Valdez

About this voice

Frequently asked

Related voices

Recent calls