ARKK Investment Tracker position change: Decreased position in NVIDIA by 9,222 shares, the number of shares held decreased 1.6% compared to the previous period and now represents 1.57% of the total position.
$英伟达(NVDA)$ actually I'm quite disappointed about today's behavior, supposed to be a good chance go beyond 195. But guess what, now is the fourth rejection by 195.
$NVIDIA(NVDA)$$Johnson Controls(JCI)$ $Carrier Global Corporation(CARR)$ I’m calling this exactly what it is. A regime break inside AI infrastructure, not a headline misread. AI’s efficiency curve just invalidated a crowded trade. After Jensen Huang confirmed that NVIDIA’s Vera Rubin racks can be cooled with hot water, the market immediately repriced what that means downstream. Cooling was never just about capacity growth, it was about how that capacity is deployed. That’s why Johnson Controls ($JCI), Carrier Global ($CARR) and Trane Technologies ($TT) sold off hard. Not because AI spend is slowing, but because the architecture changed. I’m
NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company’s Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company’s products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
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Proposed Sale Of Securities
Form 144 | NVIDIA's Officer Donald Robertson proposes to sell 80,000 Shares, with a total value of approximately $14.92 Million.
Form 144 | NVIDIA's Director, Officer, President and CEO Jen Hsun Huang proposes to sell 75000 Shares, with a total value of approximately $13.9 Million.