To The Moon

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

Google has tremendous capacity in Custom AI Chips. But currently NVDA has a strong lead and will not be possible for Google to dislodge it.

Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks  https://seekingalpha.com/article/4907686-nvidia-revenue-rockets-85-percent-3-undervalued-top-ai-chip-stocks?share_source=shared_news?source=tweet 

Nvidia sleeping beauty or end of run? All chip stock fly this counter die. Anyone got anything to share. So sad 

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat. Is Nvidia (NVDA), a Buy, Sell, or Hold? Impressed by the Q1 FY27 print, Baird analyst boosted his price target for Nvidia stock to a Street-high of $500 from $300, and reaffirmed a Buy rating. Nvidia remains Baird’s top idea. Gerra highlighted that Nvidia is securing market share in inference and at hyperscal

Writing Nvidia has been one of the biggest winners of the AI boom, but the market may soon enter a new phase. With the potential IPO launches of companies like SpaceX and OpenAI, global capital could begin rotating toward the next generation of “once-in-a-decade” listings. These are not just normal IPOs — they are trillion-dollar narratives tied to AI, infrastructure, robotics, space technology, and future computing. For the past two years, Nvidia has been the primary gateway for investors wanting exposure to AI. Every major AI company needed Nvidia chips, which pushed Nvidia into becoming one of the most valuable companies in the world. But once companies like OpenAI and SpaceX become publicly tradable, investors may no longer need indirect exposure through Nvidia alone. A large amount of

The print from Nvidia is not weak. It is too strong for expectations already priced in. 85% growth with ~75% margins tells you demand is still supply-constrained, not fading. The muted reaction signals positioning fatigue, not a broken thesis. What matters is the second-order move: Advanced Micro Devices +8% Arm Holdings +15% Micron Technology +5% This is classic cycle broadening. When the leader stops accelerating, capital rotates into laggards and suppliers. So which is it? Not a top yet, but no longer early. Nvidia: transitioning from hyper-growth leader → “infrastructure anchor” Market: shifting from single-stock trade → ecosystem trade (compute, memory, networking, power) On $220: Bull case: still early in inference + sovereign AI + enterprise adoption → higher base Bear case: expecta

Clearly Nvidia is surpassing AMD, at this rate I don't see AMD catching up

NVIDIA will become 1 of the top S&P at the current rate of AI technology evolving. 

$NVIDIA(NVDA)$   Nvidia: Has Jensen Huang really lost his magic? Nvidia (NVDA) delivered, and the market wasn't impressed. Now it seems like even good results are no longer enough because the company, I guess, is no longer just printing $60 billion in revenue. Remember that was FY2024. Earlier this year for FY2026, that revenue had gone up to $216 billion, more than 3.5x what they did in FY2024. I guess you could say that the market has now baked in very high expectations on what Nvidia could show us. Back in March, I highlighted why, when Jensen Huang unveiled the $1 trillion plus revenue opportunity at the Spring GTC, it should have been a blockbuster, but the market was discernibly not that impressed. Yet I

$NVIDIA(NVDA)$   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

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat.

🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%. ✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣

The market is no longer debating whether AI demand is real. It is now debating who captures the next dollar of that demand. Let’s separate signal from noise. 1. Nvidia itself NVIDIA is no longer a “growth discovery” story. It is a scale + expectations story. An 85% YoY growth on that base, with 75% margins, is exceptional. But the tepid guidance reaction tells you something important: The market has already priced continued perfection Incremental upside now depends on beating extremely stretched expectations So at ~$220, Nvidia is not “cheap early-cycle” anymore. It is closer to a high-quality compounder with limited room for narrative expansion unless: Blackwell ramps faster than expected, or Hyperscaler capex surprises meaningfully again Otherwise, you get more “good results, muted price

$Strategy(MSTR)$   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

Highly likely. Let's charge.😊

NVDA numbers are honestly insane at this point. The hard part isn’t whether it’s a great company, it’s figuring out how much future growth is already priced in. Seriously one to keep a close eye on.

This is less about Nvidia alone and more about where we are in the AI cycle. Start with the uncomfortable truth: This did not look like a blow-off top. If anything, it looked like maturing leadership. 1) Nvidia itself: not cheap, but not exhausted An 85% YoY growth rate at this scale, with ~75% gross margin, is not normal late-cycle behaviour. The muted reaction despite strong numbers suggests positioning was crowded, not that the story is broken. The real signal is this: buybacks + dividend + “$200B TAM expansion”. That is a company preparing for durability, not just peak hype. $220 is not a “starting point” in the traditional sense. It is more like a transition zone where expectations are already high, so upside depends on execution staying near-perfect. 2) The more important signal: bre

Fighting,, alright go iron you

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

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.

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat. Is Nvidia (NVDA), a Buy, Sell, or Hold? Impressed by the Q1 FY27 print, Baird analyst boosted his price target for Nvidia stock to a Street-high of $500 from $300, and reaffirmed a Buy rating. Nvidia remains Baird’s top idea. Gerra highlighted that Nvidia is securing market share in inference and at hyperscal

Google has tremendous capacity in Custom AI Chips. But currently NVDA has a strong lead and will not be possible for Google to dislodge it.

Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks  https://seekingalpha.com/article/4907686-nvidia-revenue-rockets-85-percent-3-undervalued-top-ai-chip-stocks?share_source=shared_news?source=tweet 

Nvidia sleeping beauty or end of run? All chip stock fly this counter die. Anyone got anything to share. So sad 

As Salesforce approaches AI agents through CRM, ServiceNow through enterprise workflows, and Workday through HCM, Radnova, operated by YXT.com Group Holding Limited (NASDAQ: YXT), is taking a differentiated path. Rather than entering enterprise AI through core enterprise systems, YXT is focusing on enterprise knowledge, organizational training and employee enablement, applying AI to the accumulation of organizational experience, workforce development and business execution capabilities. In the past, the value of corporate learning software was mainly reflected in course delivery, training management and learning data records. In the AI era, however, enterprise customers are changing how they evaluate software value. They are no longer focused only on whether employees have completed traini

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

$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'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

$NVDA$   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

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