AI momentum continues to domin-To The Moon - Tiger Brokers Online Investing Community - To The Moon

AI momentum continues to dominate Wall Street as NVDA surged to another all-time high, fueled by strong demand for AI infrastructure and inference chips. Investor optimism also grew after Cerebras’ explosive IPO debut, reinforcing confidence that the AI boom is still in its early stages.

With earnings approaching, traders are split between locking in profits or positioning for another breakout. The $235 level remains a key resistance zone, while bullish sentiment continues to build around the possibility of Nvidia pushing toward the $250 milestone if results and guidance exceed expectations.

Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?

Nvidia Q1 revenue surged 85% YoY, beating estimates, with gross margin holding steady at 75%. The company added $80B in buybacks, raised its dividend, and CEO Jensen Huang identified a new $200B market opportunity. Despite a tepid reaction to guidance, AI demand signals spilled over broadly — AMD gained 8%, ARM surged 15% to an all-time high, and MU rose nearly 5%. Is Nvidia a warning of fully-priced valuation, or is the AI bull run rotating into a wider beneficiary universe — and is $220 really just the starting point?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":564515675284496,"tweetId":"564515675284496","gmtCreate":1778854436901,"gmtModify":1778854906365,"author":{"id":3578100121255559,"idStr":"3578100121255559","authorId":3578100121255559,"authorIdStr":"3578100121255559","name":"Jaisungma888","avatar":"https://static.itradeup.com/news/d0386d8db81c12d200ab2492b6da3e65","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":11,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2,"starInvestorFlag":false},"themes":[{"themeId":"eb52dd9276c642828fb2416c9ddbc897","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":eb52dd9276c642828fb2416c9ddbc897}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia Q1 revenue surged 85% YoY, beating estimates, with gross margin holding steady at 75%. The company added $80B in buybacks, raised its dividend, and CEO Jensen Huang identified a new $200B market opportunity. Despite a tepid reaction to guidance, AI demand signals spilled over broadly — AMD gained 8%, ARM surged 15% to an all-time high, and MU rose nearly 5%. Is Nvidia a warning of fully-priced valuation, or is the AI bull run rotating into a wider beneficiary universe — and is $220 really just the starting point?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>AI momentum continues to dominate Wall Street as NVDA surged to another all-time high, fueled by strong demand for AI infrastructure and inference chips. Investor optimism also grew after Cerebras’ explosive IPO debut, reinforcing confidence that the AI boom is still in its early stages.</p>\n<p>With earnings approaching, traders are split between locking in profits or positioning for another breakout. The $235 level remains a key resistance zone, while bullish sentiment continues to build around the possibility of Nvidia pushing toward the $250 milestone if results and guidance exceed expectations.</p></body></html>","htmlText":"<html><head></head><body><p>AI momentum continues to dominate Wall Street as NVDA surged to another all-time high, fueled by strong demand for AI infrastructure and inference chips. Investor optimism also grew after Cerebras’ explosive IPO debut, reinforcing confidence that the AI boom is still in its early stages.</p>\n<p>With earnings approaching, traders are split between locking in profits or positioning for another breakout. The $235 level remains a key resistance zone, while bullish sentiment continues to build around the possibility of Nvidia pushing toward the $250 milestone if results and guidance exceed expectations.</p></body></html>","text":"AI momentum continues to dominate Wall Street as NVDA surged to another all-time high, fueled by strong demand for AI infrastructure and inference chips. Investor optimism also grew after Cerebras’ explosive IPO debut, reinforcing confidence that the AI boom is still in its early stages. With earnings approaching, traders are split between locking in profits or positioning for another breakout. The $235 level remains a key resistance zone, while bullish sentiment continues to build around the possibility of Nvidia pushing toward the $250 milestone if results and guidance exceed expectations.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/564515675284496","repostId":0,"isVote":1,"tweetType":1,"viewCount":383,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":509,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/564515675284496"}