Wade Shaw
Wade Shaw
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avatarWade Shaw
05-08 02:19
$NVIDIA(NVDA)$  For the bears out there, it's another good day to be an investor.
$NVIDIA(NVDA)$ Most people aren't grasping that Nvidia is the AI juggernaut—it's essentially Google, Apple, Meta, Tesla, and Microsoft all in one. It's the foundation of data centers now, and in the future it will be the core of driverless cars, robots, and autonomous delivery systems. It looks like it could end up absorbing the other Mag 7 companies.
$Tesla Motors(TSLA)$  Nasdaq futures are up 40 points. A nice start to the week for TSLA.
$Tesla Motors(TSLA)$  I have a funny feeling. Seriously though, I think this is going to have a big move this week. I might be wrong, but I've been watching it for five years and I feel we're at a turning point.
$Tesla Motors(TSLA)$  Any of you shorts know why TSLA doesn't go to zero? The more garbage you post, the more the stock bounces back. Remember, TSLA is up 5000% since its IPO. Think about that for a good minute.
$NVIDIA(NVDA)$ NVDA does like to tease, but ultimately, she pleases. lol A new all-time high.
$Tesla Motors(TSLA)$ Here at Blackrock, we believe the war is over, and Dan Ives and Ron Baron are on the same page.
$NVIDIA(NVDA)$ Amazon makes their own chips, yet they placed an order for a million nvda chips through 2027. Why? Because nvda's are superior.
$NVIDIA(NVDA)$  Darth, do you ever feel like the only one being manipulated is you? You whine and cry every year. Bulls count gains every year. Who is being manipulated? It might just be you, Darth.
$NVIDIA(NVDA)$ Kratos Defense integrates NVIDIA's AI and GPU technology into its advanced unmanned combat aerial vehicles (UCAVs), such as the XQ-58 Valkyrie. These chips power the "brain" of the aircraft, enabling it to operate as a "loyal wingman" that can fly autonomously alongside manned fighter jets.
Wall Street making a mockery of $NVIDIA(NVDA)$ , treating Jensen like an outcast!
We are here for bargains. Also, I assist those who are not fond of their $NVIDIA(NVDA)$  shares. Business is business.
$NVIDIA(NVDA)$  Cosmos: a foundation model for the physical world, employed to generate synthetic training data for autonomous systems.
$NVIDIA(NVDA)$ Well, so what. I tend to think it's going back up. It happens every earnings without fail.
$NVIDIA(NVDA)$ I tend to think it all hinges on the guidance. A positive surprise there could well lead to a 10% pop.
I tend to think that $NVIDIA(NVDA)$  makes honest money with 'real' products, and they control 90% of the global market.
A lot of the fear around $NVIDIA(NVDA)$  and China feels exaggerated. The H200 already follows US rules, so treating it like a major security threat does not make sense. I tend to think the real problem is uncertainty. Reviews slow things down, delay sales and make buyers hesitant. We saw the same thing with 5G, where our tech companies lost ground while China built its own alternatives. Cutting off $NVIDIA(NVDA)$ 's market risks repeating that mistake.
Cathie WoodS adds $Tesla Motors(TSLA)$  to SpaceX ETF. Can this mean a merger?
$NVIDIA(NVDA)$  isn't overvalued—it's misunderstood. This isn't a chip cycle, it's the birth of a compute religion, and $NVIDIA(NVDA)$  sells the altar.
$NVIDIA(NVDA)$  We only fell by 2% while everything else rose, that's a win in my view.

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