To The Moon

AMD Jumps on Mega AI Deal With Meta — More Upside Ahead? 🚀 Advanced Micro Devices surged after reports of a massive AI chip agreement with Meta Platforms, potentially worth over $100B. Meta plans to deploy up to 6 gigawatts of AMD AI chips over five years to power its expanding data centers — a major validation of AMD’s AI ambitions. 📌 What this means: • AMD is no longer just a challenger — it’s becoming a serious AI infrastructure player. • Big cloud players diversifying away from NVIDIA = bullish for AMD. • Execution and margins will determine whether this is hype or sustained upside. AI spending isn’t slowing — and AMD just secured a seat at the biggest table.

Big news, hope it can last

$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.

Immediate Pivot/Resistance: $215.22 (Previous session's resistance). A decisive break above this level could open the path to $230. Primary Support: $213.22 (Previous session's support, now turned into a key floor). Holding above is critical for the uptrend. Strong Resistance: $230 - $235 zone (Next major technical and psychological barrier).

$Meta Platforms, Inc.(META)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Whoa, tech enthusiasts! AMD just sealed a game-changing pact with Meta that's sending shockwaves through the semiconductor world. 🌐 This isn't your average deal—it's a multi-year powerhouse agreement where Meta commits to deploying up to 6 gigawatts of AMD's cutting-edge AI chips for massive data center expansions. 💥 Spanning five years, this collaboration could pump over $100 billion into AMD's coffers, fueling innovations in AI infrastructure like never before. Picture this: Starting in the second half of 2026, Meta will kick off wit

The explosive rally of $Advanced Micro Devices(AMD)$ was primarily fueled by the blockbuster announcement of a strategic partnership with Meta Platforms.$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.This massive deal solidifies AMD's position as a credible challenger to $NVIDIA(NVDA)$ in the AI accelerator market, overshadowing recent concerns about near-term guidance and operational expenses.Follow @TheBeauty_Options , who gains 15 Yrs Equities Journey, Learned Options at CBOE in 2012.I have a

This development is important, but its significance depends on how one interprets the structure. The headline number sounds transformational, yet the deeper implication is strategic rather than purely financial. Let us separate signal from narrative. --- 1. Does this materially reshape AMD’s long-term outlook? Yes structurally, but not immediately financially. AMD’s historical challenge in AI has never been chip capability alone. It has been ecosystem credibility and deployment scale. Nvidia’s advantage comes from entrenched hyperscaler adoption and software lock-in. A multi-year Meta commitment changes three things: (a) Validation risk disappears Hyperscalers act as industry validators. If Meta commits multi-gigawatt deployment, it signals: MI-series accelerators are production-ready at h

$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$  $195p is helped by the AMD good news. 

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JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.

How can we utilise Nvidia newest CPU chip ?

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$Advanced Micro Devices(AMD)$  

$Advanced Micro Devices(AMD)$  

Meta’s decision to deploy millions of NVIDIA AI chips is strategically significant, but the market question is not simply demand, it is durability of earnings and pricing power. 1. What this means fundamentally This confirms hyperscaler AI spending has moved from experimentation to infrastructure standardisation. Meta is no longer buying GPUs for training cycles alone. It is building persistent AI factories for recommendation engines, generative AI, and agent-based systems. Three important signals emerge: Blackwell → Vera Rubin continuity: Meta is committing to a multi-generation roadmap, reducing demand cyclicality. Grace CPU adoption: NVIDIA is expanding from GPU vendor to full-stack computing platform, increasing system revenue per deployment. Scale economics: Millions of chips imply lo

Reason why Nvidia still the main core! 

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Meta's ramping up its AI arsenal in a big way, announcing plans to deploy millions of Nvidia chips over the coming years as it deepens ties with the semiconductor giant. This mega-bet scales systems on Nvidia's cutting-edge Blackwell architecture and the upcoming Vera Rubin platform, while – for the first time – weaving in Nvidia's Grace CPU at the heart of standalone computing setups. 😎 With Meta's capex already ballooning to fuel data center explosions, this partnership cements its push for generative AI supremacy in social, ads, and metaverse realms. But as Nvidia stock hovers near $140 after recent volatility, does this secure a rebound to $200 highs, or jus

Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$ Big win

$Meta Platforms, Inc.(META)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Whoa, tech enthusiasts! AMD just sealed a game-changing pact with Meta that's sending shockwaves through the semiconductor world. 🌐 This isn't your average deal—it's a multi-year powerhouse agreement where Meta commits to deploying up to 6 gigawatts of AMD's cutting-edge AI chips for massive data center expansions. 💥 Spanning five years, this collaboration could pump over $100 billion into AMD's coffers, fueling innovations in AI infrastructure like never before. Picture this: Starting in the second half of 2026, Meta will kick off wit

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Meta's ramping up its AI arsenal in a big way, announcing plans to deploy millions of Nvidia chips over the coming years as it deepens ties with the semiconductor giant. This mega-bet scales systems on Nvidia's cutting-edge Blackwell architecture and the upcoming Vera Rubin platform, while – for the first time – weaving in Nvidia's Grace CPU at the heart of standalone computing setups. 😎 With Meta's capex already ballooning to fuel data center explosions, this partnership cements its push for generative AI supremacy in social, ads, and metaverse realms. But as Nvidia stock hovers near $140 after recent volatility, does this secure a rebound to $200 highs, or jus

This development is important, but its significance depends on how one interprets the structure. The headline number sounds transformational, yet the deeper implication is strategic rather than purely financial. Let us separate signal from narrative. --- 1. Does this materially reshape AMD’s long-term outlook? Yes structurally, but not immediately financially. AMD’s historical challenge in AI has never been chip capability alone. It has been ecosystem credibility and deployment scale. Nvidia’s advantage comes from entrenched hyperscaler adoption and software lock-in. A multi-year Meta commitment changes three things: (a) Validation risk disappears Hyperscalers act as industry validators. If Meta commits multi-gigawatt deployment, it signals: MI-series accelerators are production-ready at h

The explosive rally of $Advanced Micro Devices(AMD)$ was primarily fueled by the blockbuster announcement of a strategic partnership with Meta Platforms.$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.This massive deal solidifies AMD's position as a credible challenger to $NVIDIA(NVDA)$ in the AI accelerator market, overshadowing recent concerns about near-term guidance and operational expenses.Follow @TheBeauty_Options , who gains 15 Yrs Equities Journey, Learned Options at CBOE in 2012.I have a

Nvidia Earnings: Can a GB300 Boom and Early Rubin Launch Crush the Skeptics? Global AI chip leader $NVIDIA(NVDA)$   is set to release its FY26Q4 earnings after the bell on February 25. With the market currently buzzing with the "AI CapEx Bubble" narrative, this report is capturing worldwide attention. The core focus remains on the volume ramp-up of the GB300, mass production progress of Vera Rubin, and whether the company can provide strong guidance for growth in the coming quarter. FY26Q4 Core Financial Indicators – Revenue: Consensus estimate stands at $65.73 billion, representing a 67% increase YoY and 15% QoQ. The previous guidance was $65 billion. – Gross Margin: GAAP gross margin consensus is 74.8%, u

China reopens the door to H200 chips, and $NVIDIA(NVDA)$ regains momentum. Nvidia has been trading above $190 after this news headline. So will Nvidia be staging another bull run rally? Nvidia just doubled down on its largest AI holding, could this be one of the catalyst for bull run, in this article, we would like to look at a current, fact-based, sentiment-anchored assessment of Nvidia’s situation — with emphasis on the recent China H200 development, the CoreWeave stake increase, and what these mean for the possibility of another bull run in NVDA shares. We have pulled out an analysis of the top 3 most impactful news stories for NVDA from January 27, 2026 and the sentiment with short explanation. China Reopens The Door To H200 Chips, And Nvidia

The $NASDAQ(.IXIC)$ finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The $S&P 500(.SPX)$ and Dow Jones Industrial Average also gained 0.1%, with all three major averages reversing earlier intraday losses. While the headline moves were modest, underlying market activity suggests something far more dynamic is happening beneath the surface. Market Snapshot (Feb. 17, 2026) Dow Jones Industrial Average: 49,533.19 (+0.07%) S&P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: $Norwegian Cruise Line(NCLH)$ (+12.2%) Biggest Loser:

Meta's decision to expand!!!!! its partnership with Nvidia, planning to deploy millions of Nvidia AI chips, signifies a significant deepening of their infrastructure collaboration. This move has several implications for both companies and the broader tech industry: Nvidia's Growth Prospects: The large-scale deployment of Nvidia's AI chips by Meta underscores the growing demand for advanced computing solutions in the tech sector. This partnership could contribute substantially to Nvidia's revenue growth, potentially securing its stock performance in the short to medium term. Meta's AI Ambitions: By integrating Nvidia's chips, including the upcoming Vera Rubin architecture and, notably, the Grace CPU into its standalone computing systems for the first time, Meta is bolstering its AI capabili

The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose

The market has reached a clear pricing consensus on $NVIDIA(NVDA)$ . The upward revisions to hyperscaler AI capex for 2026, as well as the successful ramp of the Blackwell platform, are now fully reflected in the stock. As a result, NVDA’s valuation framework has shifted away from being a pure “AI beta” trade toward a more structural question: Can the winner of the AI infrastructure buildout sustain its advantage into 2027 and beyond? At this stage, marginal buyers are increasingly focused on long-term visibility rather than near-term upside surprises. NVDA has effectively entered a valuation regime where narrative matters more than near-term financials. Core Investment Thesis 2027 Revenue Visibility Is the New Valuation Anchor Upside to NVDA’s 20

AMD Jumps on Mega AI Deal With Meta — More Upside Ahead? 🚀 Advanced Micro Devices surged after reports of a massive AI chip agreement with Meta Platforms, potentially worth over $100B. Meta plans to deploy up to 6 gigawatts of AMD AI chips over five years to power its expanding data centers — a major validation of AMD’s AI ambitions. 📌 What this means: • AMD is no longer just a challenger — it’s becoming a serious AI infrastructure player. • Big cloud players diversifying away from NVIDIA = bullish for AMD. • Execution and margins will determine whether this is hype or sustained upside. AI spending isn’t slowing — and AMD just secured a seat at the biggest table.

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $iShares Silver Trust(SLV)$  Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced

CES 2026 would be a defining moment for AI as we are seeing intelligent systems becoming smarter, faster and more integrated into our daily lives. CES 2026 is shaping up to be a pivotal industry moment for AI and semiconductors, not just another gadget show. The narrative this year (and likely beyond) is shifting from raw chip performance to what these chips enable in real-world outcomes, such as energy efficiency, AI-assisted workflows, next-generation mobility, and integrated AI across devices and systems. This has important implications for chip giants and the broader technology ecosystem. From Raw Performance to Outcomes and Experiences Broader Industry Emphasis At CES 2026, the focus extends far beyond benchmark numbers. Companies are presenting AI technologies as enablers of new expe

The news about Nvidia's potential $100 billion investment in OpenAI being nonbinding and far from finalized has introduced uncertainty into the market, causing Nvidia's stock to slip. This development raises questions about the implications for Nvidia's long-term AI demand visibility and whether this is a positive or negative signal for the company. Impact on Nvidia's Long-Term AI Demand Visibility Uncertainty in Investment Plans: The lack of a binding agreement for the $100 billion investment in OpenAI introduces uncertainty into Nvidia's plans for building 10 gigawatts of AI compute capacity. This uncertainty could affect Nvidia's ability to accurately forecast long-term demand for its AI-related products and services. CEO's Concerns: Jensen Huang's reported concerns about OpenAI's capit

Nvidia x Eli Lilly: The $1B Signal That "Phase 2" of the AI Boom Is Here The bearish argument against Nvidia has been simple: “Eventually, Big Tech runs out of data to train on.” The bulls just got their answer—and it didn’t come from Silicon Valley. It came from a lab. Nvidia (NVDA) and Eli Lilly (LLY) just confirmed a massive $1B, 5-year partnership to build a joint research lab. This isn’t just another press release; it’s the firing gun for Industrial AI. We are moving from "AI that writes code" to "AI that decodes biology." If you are only watching hyperscalers (Google/Meta/Microsoft), you are missing the next massive leg of the bull run. Here is the deep dive on why this deal changes the valuation math for both giants. 1️⃣ The "Vera Rubin" Flex: Why This Architecture Matters The headl

Meta’s decision to deploy millions of NVIDIA AI chips is strategically significant, but the market question is not simply demand, it is durability of earnings and pricing power. 1. What this means fundamentally This confirms hyperscaler AI spending has moved from experimentation to infrastructure standardisation. Meta is no longer buying GPUs for training cycles alone. It is building persistent AI factories for recommendation engines, generative AI, and agent-based systems. Three important signals emerge: Blackwell → Vera Rubin continuity: Meta is committing to a multi-generation roadmap, reducing demand cyclicality. Grace CPU adoption: NVIDIA is expanding from GPU vendor to full-stack computing platform, increasing system revenue per deployment. Scale economics: Millions of chips imply lo

🌟🌟🌟This is the most investable phase of the AI cycle, the point where AI is no longer a moonshot but a measurable contributor to: Sales conversion - Google's Gemini "virtual merchant" upgrade  R&D acceleration - NVIDIA and Eli Lilly commiting USD 1 billion to a joint discovery lab  Workflow automation - ServiceNow Data monetisation - Snowflake  Clinical and pharmaceutical revenue - Tempus AI This theme "AI that pays for itself" has durability because it aligns with what CEOs will approve : That AI reduces cost, increases throughput and directly generates revenue.  AI now produces cash flows, not just demos. Tempus AI - What It Actually Does  Tempus $Tempus AI(TEM)$  sits at

🚨 NVDA’s China "Unlock": A Bullish Catalyst or a Tariff Trap? The headlines scream "Green Light," but the fine print screams "Caution." Here is the real trade setup. The U.S. government has reportedly approved NVIDIA ($NVDA) to resume exports of high-performance chips (specifically the H200) to China. On paper, this looks like the "golden key" to unlocking billions in frozen revenue. But if you are chasing this news blindly at $183, you might be walking into a trap. Smart money is reading the fine print, and you should too. This isn't a return to 2021—it's a new, high-stakes game of "Compliance Poker." 1️⃣ The "Green Light" Has a Red Toll Booth Retail sees "Export Approved." Institutional desks see "Margin Compression." While the H200 can now legally flow to China, reports indicate this co

If CES 2026 can be summed up in one sentence, it’s this: AI is no longer just about stronger models—it’s truly entering the real world, forcing a full re-pricing of energy, compute, and infrastructure.NVIDIA opened strong but closed weaker, suggesting capital markets weren’t fully satisfied. But don’t overlook this all-in-AI starting point. Let’s walk through the three biggest CES highlights.1. From “Single-Card Performance” to “System-Level AI Supercomputing”: NVIDIA Rubin vs. AMD HeliosNVIDIA broke with its CES tradition of launching new consumer GPUs—and went all in on AI.1) Rubin lifts data-center revenue expectationsIf Blackwell pushed the limits of single-GPU performance, Rubin tackles the problem of system-scale deployment. It’s expected to launch in 2H 2026Rubin delivers 5× inferen

Nvidia (NVDA) Stock Information and H200 China Export Analysis The U.S. government has approved Nvidia to resume exports of its H200 AI chips to China, easing prior restrictions and potentially unlocking significant demand from Chinese cloud and AI customers. However, this situation is complex, with both substantial revenue upside potential and considerable geopolitical and regulatory risks. 1. Stock Price and Performance As of January 15, 2026, Nvidia's stock (NVDA) closed at $183.14, marking a decrease of $2.67 (-1.437%) from its previous close of $185.81. The stock's 52-week high is $212.18, and its 52-week low is $86.60. 2. Potential Near-Term Revenue Upside The approval for H200 chip exports to China presents a significant revenue opportunity for Nvidia. Strong Demand: Chinese tech co