🚀 Nvidia Q1 revenue +85% YoY,

🚀 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 2000

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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LEESIMON
05-25 00:28
LEESIMON
🩷Good

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Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%.\n<br>\n✨ 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. <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a> <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> <a href=\"https://ttm.financial/U/3560184106659134\">@Shernice軒嬣 2000</a></body></html>","htmlText":"<html><head></head><body>🚀 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%.\n<br>\n✨ 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. <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a> <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> <a href=\"https://ttm.financial/U/3560184106659134\">@Shernice軒嬣 2000</a></body></html>","text":"🚀 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 2000","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/567631461092000","repostId":0,"isVote":1,"tweetType":1,"viewCount":295,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":353,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":567750685221944,"commentId":"567750685221944","gmtCreate":1779640129033,"gmtModify":1779640403278,"authorId":3579044609497336,"author":{"id":3579044609497336,"idStr":"3579044609497336","authorId":3579044609497336,"name":"LEESIMON","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-5","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 5%","bigImgUrl":"https://community-static.tradeup.com/news/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://community-static.tradeup.com/news/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://community-static.tradeup.com/news/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLinkValidityFrom":1691578800000,"redirectLinkValidityTo":1725015600000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"23f878ed27704312ae41c7f17e73b319-5","name":"Annualised return","description":"Top 5%","smallImgUrl":"https://community-static.tradeup.com/news/b9d0f04877ffafa61d3f0d06efb58d87","bigImgUrl":"https://community-static.tradeup.com/news/28b025635697d2f8cba3e94ec9f33231","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1691578800000,"redirectLinkValidityTo":1725015600000}]},"repliedAuthorId":0,"objectId":567631461092000,"objectIdStr":"567631461092000","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🩷Good","text":"🩷Good","html":"🩷Good","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/567631461092000"}