Fighting,, alright go iron you

Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness. Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power. The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.

Google’s aggressive push into custom silicon—highlighted by its recent eighth-generation TPU 8t (training) and TPU 8i (inference) roadmaps, alongside its custom Axion Arm-based CPUs—marks a structural shift in the AI landscape. If you are an investor holding both Alphabet (GOOGL) and Nvidia (NVDA) like myself, this semiconductor rivalry directly impacts the competitive moats of both tech giants. I am holding them in my long-term tech portfolio. What It Means for Nvidia’s Moat Google’s custom chip roadmap chip away at Nvidia's dominance, but it does not destroy it. Instead, it transitions the market from an Nvidia monopoly into a highly competitive two-platform ecosystem. The CUDA Moat Under Attack: Nvidia’s true moat is not just hardware; it is CUDA, the software ecosystem millions of deve

A macro narrative centered around rate cuts suddenly flipping into rate hikes is not a small shift. Hike odds were 18% last week, 36% yesterday, and now effectively 100%. The $US30Y(US30Y.BOND)$ just hit 5.2%, the highest level in 20 years. $XAU/USD(XAUUSD.FOREX)$ are down 4% over the past week, while silver has dropped 14% from recent highs. And tonight: $NVDA earnings. Can NVIDIA still save this market? Yardeni Calls for a July Rate Hike CME FedWatch is now pricing roughly a 42% chance of a hike this year. The real story: the bond vigilantes are now driving policy expectations. “Walsh is an outsider. The bond market is the real policymaker.” His projected path: June FOMC removes forward gu

1. $NVIDIA(NVDA)$ First Quarter Earnings Report: Earnings and Revenue Both Exceed Expectations Revenue: $81.6 billion, up 20% sequentially and 85% year-over-year, a record high, significantly exceeding Wall Street expectations ($78.8-79.2 billion) Data Center Business (Core AI Driven): $75.2 billion, up 92% year-over-year, a record high, accounting for over 92% of total revenue. Earnings Per Share (EPS, non-GAAP adjusted): $1.87, exceeding analyst expectations ($1.76-1.78) Gross Margin: Remained at a high level of approximately 75% (Q2 guidance also solid) Q2 FY2027 Guidance: Revenue approximately $91 billion (significantly upward revised), gross margin approximately 75% (±50 basis points) An additional $80 billion in share buybacks was authorized

$NVIDIA(NVDA)$’s Q1 FY2027 earnings report delivered on Wednesday, May 20, 2026, was an absolute powerhouse by any fundamental metric. Yet, the stock’s mild ~1% drop following the release is a classic example of a "sell the news" event, where a flawless report collides with historically high expectations. The Q1 FY2027 Earnings Snapshot Nvidia soundly beat both the sell-side consensus and the more aggressive buy-side "whisper numbers." Beyond the headline numbers, Nvidia announced an eye-popping 25x increase in its quarterly dividend (from $0.01 to $0.25 per share) and tacked on a fresh $80 billion share repurchase authorization. Why Did the Stock Slide 1%? When a company delivers a double-beat and raises guidance by billions, a stock slide can fe

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 NVDA's latest earnings call just released, and it is the move driving this week's tape! The company delivered a massive beat with a record-high revenue of $81.6 billion—up 20% sequentially and 85% year-over-year—significantly exceeding Wall Street expectations of $78.8-$79.2 billion. That's the backdrop for today's question — Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point？ — and three Tigers have already staked out different reads, from @nerdbull1669, @TheBeautyofOptions, and @Shyon : 1. nerdbull1669 | Why Nvidia

💰 Selling Put Options While Building Long-Term Wealth 🚀 📈 Using NVIDIA Put Options to Generate Consistent Income From the screenshots above, my strategy mainly focuses on selling NVIDIA put options to generate steady premium income. Every time I sell a put option, I receive cash upfront immediately. For example, the screenshot shows multiple NVDA PUT trades with different strike prices and expiry dates. These option premiums may look small individually, but over time they add up significantly through consistency and discipline. 💵 I prefer selling puts on NVIDIA because I strongly believe in the company’s long-term future. NVIDIA is currently one of the strongest AI and semiconductor companies in the world, leading markets such as artificial intelligence, data centers, gaming GPUs, and clou

Issued: May 18, 2026 Period Covered: May 12, 2026 → May 16, 2026 I. Core Pricing Anomaly: The Impossible Triangle Last week delivered a textbook structural contradiction: Inflation accelerating: April CPI YoY +3.8% (highest since May 2023), MoM +0.6% Long-end yields surging: 30Y Treasury hit 5.118% — first time above 5% since June 2007. 10Y reached 4.597% Equities still at record highs: $标普500(.SPX)$ hit fresh all-time highs Monday, Wednesday, and Thursday before Friday's -1.24% selloff The classical macro transmission is: CPI↑ → Rate cut expectations vanish → Long-end yields↑ → Discount rates↑ → Equity valuations↓ The first three steps have already occurred. The final step — valuation compression — has barely begun. Friday's -1.24% on the S&P

$NVIDIA(NVDA)$ is set to report its fiscal Q1 2027 earnings this Wednesday, May 20, 2026, after the market closes. The stakes are massive: NVDA has rallied hard, recently touching all-time highs near $236, and the broader tech market is looking to this report to sustain its momentum. Here is a deep dive into the numbers to watch, the Blackwell outlook, and how to approach short-term trading opportunities. Consensus vs. Whisper Numbers: The Baseline For Nvidia, "beating" consensus is practically priced in; the real question is by how much. Wall Street expects staggering growth, but top investment banks are already pushing their expectations higher. Nvidia reported its blockbuster Fiscal Q4 2026 earnings on February 25, 2026, delivering another mast

NVIDIA's Stellar Earnings Fuel AI Bull Market, Wall Street Eyes $7 Trillion Valuation Stock News 22:55 NVIDIA (NVDA.US), the world's highest-valued company often dubbed the "most important stock on Earth" and the "AI chip kingpin," released another exceptionally strong quarterly report and future outlook after the U.S. market closed on Wednesday. The latest results clearly underscore that the global frenzy for building AI computing infrastructure is far from over, expanding from AI GPUs and ASICs to data center CPUs, high-performance networking, full-scale server clusters, AI super factories, and enterprise-level large-scale AI cloud computing systems. On Wall Street, bullish sentiment for NVIDIA, the "global AI leader," is intensifying. The average analyst price target alone suggests a po

$NVDA at All-Time Highs Into Earnings: Is Blackwell Priced for Perfection or Ready to Shock Wall Street? $NVDA reports its highly anticipated earnings this Wednesday after the bell, and the stakes have literally never been higher. With the stock sitting at absolute all-time highs and data center expectations stretched to historic extremes, this isn't just an earnings report—it's the ultimate test of the global AI hardware thesis. With hyperscaler capex scrutiny and lingering tariff anxieties colliding, the market is bracing for a violent, binary move. Is a "sell-the-news" bloodbath inevitable, or can the Blackwell supercycle melt the market upward once again? Let’s break down the mechanics of Wednesday's print. 1️⃣ The Blackwell Supercycle: Reality vs. Expectations Wall Street knows Blackw

Nvidia Crushes Earnings Again: Revenue Beat, Strong Guidance, $80B Buyback $NVIDIA(NVDA)$   once again delivered a broadly better-than-expected set of results in its latest fiscal Q1 2027 earnings report, further reinforcing the market's view that the AI supercycle is still accelerating. The company reported first-quarter revenue of $81.6 billion, up 85% year over year and above Wall Street expectations of roughly $79.19 billion. Adjusted EPS came in at $1.81, also topping the consensus estimate of $1.78. Core data center revenue reached $75.2 billion, surging 92% year over year and remaining Nvidia's primary growth engine. Meanwhile, data center networking revenue climbed to $14.8 billion, up 199% from a y

NVIDIA: Ride the Rocket to the Moon or Lock in Gains? 🌟🌟🌟The air is getting remarkably thin at the absolute peak of the global technology mountain.  $NVIDIA(NVDA)$  has just smashed through another barrier, closing the week at a fresh all time high. As we cruise through mid May 2026, the global financial market is gripped by a state of high octane suspense.  NVIDIA is scheduled to deliver its highly anticipated Q1 FY 2027 earnings on May 20 2026. NVIDIA's Earnings Expectations: Priced for Absolute Perfection  The Consensus Baseline:  Wall Street expects revenue to skyrocket past USD 32.4 billion to USD 34.2 billion for the single quarter.  This is driven by a high demand for advanced sil

$Strategy(MSTR)$   Just like Nvidia (NVDA), Strategy (MSTR) are two best Monster Stocks to Buy for Late 2026 For the points, this stock will rebound a couple of times to $230 in the next 6 months. 2026 has hardly brought any respite to the Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, stock. Even though the stock is up nearly 10% this year, the performance has been rather flat over the last month. Even then, an analyst has raised its price target on the Strategy stock due to two reasons. Strategy's quarterly loss prompts possible strategy shift Founded as a software company in 1989, the Michael Saylor-led company turned to Bitcoin amid the coronavirus pandemic in 2020. It now holds 843,738 BTC

$NVDA$   NVIDIA will report fiscal Q1 2027 results on Wednesday, May 20, 2026, after the market close. Here are the key numbers of Nvidia from Tiger Trade. Revenue: $78.55 billion (up 81.37% YoY) Earnings per share (EPS): $1.755 (up 88.02% YoY) Highlights from the Previous Quarter NVIDIA's Q4 results capped off an extraordinary FY 2026, showing powerful year-on-year (YoY) and quarter-on-quarter (QoQ) gains, once again driven overwhelmingly by AI-related demand in the data centre business. Key metrics included: Revenue: $68.1 billion, beating consensus estimates and marking a 73% YoY increase. This also represented a strong 20% QoQ gain. Earnings per share: Generally accepted accountin

​Wall Street is terrified that the AI bubble is about to burst. ​But Gavin Baker (the former Fidelity legend who famously beat 99% of his peers) just dropped a contrarian masterclass on why this cycle is fundamentally different. ​The tl;dr? The brakes of this bull market aren't controlled by the Fed. They are controlled by TSMC. ​If you are trading the AI infrastructure boom, your thesis is dangerously incomplete without these 3 structural realities: ​1️⃣ The Ultimate Anti-Bubble: TSMC’s "Stubborn" Guardrails ​The market's biggest fear is a repeat of the 2000 telecom crash or the 2018 memory glut: supply massively outrunning demand, leading to a catastrophic collapse in pricing. ​Baker’s reality check: That requires unhinged overbuilding. And the only company capable of overbuilding is TSM