To The Moon

Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.

Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.

Now that the PCE is out the way… 1) Nvidia earnings today 2) Kevin Warsh and Jackson Hole on Friday 3) Last trading day of August on Monday Volume and Vol has been very very light lately. Expect that to change in next few days?

Now that the PCE is out the way… 1) Nvidia earnings today 2) Kevin Warsh and Jackson Hole on Friday 3) Last trading day of August on Monday Volume and Vol has been very very light lately. Expect that to change in next few days?

BREAKING: US July PCE inflation, the Fed's preferred inflation metric, hits 3.7%, above expectations of 3.6%. Core PCE inflation was 3.3%, the second highest reading since October 2024. US inflation continues to run at nearly double the Fed's 2.0% target. Own assets or be left behind.

BREAKING: US July PCE inflation, the Fed's preferred inflation metric, hits 3.7%, above expectations of 3.6%. Core PCE inflation was 3.3%, the second highest reading since October 2024. US inflation continues to run at nearly double the Fed's 2.0% target. Own assets or be left behind.

21,000 of the 42,000 $NVDA employees have a net worth of $25M or greater. 😱

21,000 of the 42,000 $NVDA employees have a net worth of $25M or greater. 😱

$TSLA - TESLA HIKES CYBERTRUCK PRICES BY $5,000 Tesla raised U.S. prices for two Cybertruck versions by $5,000. The dual-motor model now costs $74,990, while the all-wheel-drive version rises to $84,990. The increase comes as Cybertruck faces demand concerns, recalls and quality-control issues.

$TSLA - TESLA HIKES CYBERTRUCK PRICES BY $5,000 Tesla raised U.S. prices for two Cybertruck versions by $5,000. The dual-motor model now costs $74,990, while the all-wheel-drive version rises to $84,990. The increase comes as Cybertruck faces demand concerns, recalls and quality-control issues.