AMD Jumps on Mega AI Deal With Meta! More Gains Coming for AMD?

AMD rose 8.77% with $17.246 billion in turnover after reports that Meta reached an AI chip agreement potentially worth over $100 billion. Meta plans to deploy up to 6 gigawatts of AMD AI chips over five years for data center expansion. As part of the deal, AMD may grant Meta shares equivalent to about 10% of its total equity, subject to milestone conditions. Does this agreement materially reshape AMD’s long-term outlook? How significant is Meta’s potential equity stake?

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TheBeautyofOptions

24 minutes ago

Demo Options Plan after $AMD's 8.77% Surge: Bull Call Spread

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

Demo Options Plan after $AMD's 8.77% Surge: Bull Call Spread

Lanceljx

13:42

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

Optionhawk

06:08

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

GodofWallStreet

05:02

$AMD 20260227 210.0 CALL$

Pinkspider

04:02

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

calico

02-24 23:56

How can we utilise Nvidia newest CPU chip ?

T2021B

02-24 21:09

$Advanced Micro Devices(AMD)$

jumps

02-24 21:08

$Advanced Micro Devices(AMD)$

T2021B

02-24 21:10

$AMD 20260618 140.0 CALL$

xc__

02-19

Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥

$NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ 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 Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥

這是甚麼東西

02-19

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

Lanceljx

02-19

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

Tiger V

02-18

$NVIDIA(NVDA)$ I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.

ErnestLKH

02-19

Reason why Nvidia still the main core!

Ashmiemie

02-18

$NVIDIA(NVDA)$ Big win

OSJ

02-18

$NVIDIA(NVDA)$

Mrzorro

02-13

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

DoTrading

02-18

Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks

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:

Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks

Maverick Options

02-06

NVDA Preview: Beyond Hyperscalers, Secret Growth Engine

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

NVDA Preview: Beyond Hyperscalers, Secret Growth Engine

nerdbull1669

01-29

Nvidia Bull Run Needs Sustained Catalysts and Macro Tailwinds Not Just One Headline

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

Nvidia Bull Run Needs Sustained Catalysts and Macro Tailwinds Not Just One Headline

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Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share.","text":"【Strategy 2: Short Put (Cash-Secured or Naked)】 Option Contract Portfolio: Sell to Open: 1 AMD Put, Strike $205, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Limited to Premium Received ($5.25 per share, estimated from chain). Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share.","html":"【Strategy 2: Short Put (Cash-Secured or Naked)】 Option Contract Portfolio: Sell to Open: 1 AMD Put, Strike $205, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Limited to Premium Received ($5.25 per share, estimated from chain). Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":536479681151696,"gmtCreate":1771998161060,"gmtModify":1772004825496,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536479681151696","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536368454722360,"gmtCreate":1771970891183,"gmtModify":1771990182807,"author":{"id":"4171673173743002","authorId":"4171673173743002","name":"Optionhawk","avatar":"https://community-static.tradeup.com/news/d6e4e7408d9afa4fa16da9dabbdca7fd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171673173743002","idStr":"4171673173743002"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 195.0 PUT SELL 1 | AMD 20260227 255.0 CALL SELL 1\">$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$</a>&nbsp; $195p is helped by the AMD good news.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 195.0 PUT SELL 1 | AMD 20260227 255.0 CALL SELL 1\">$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$</a>&nbsp; $195p is helped by the AMD good news.&nbsp;","text":"$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$ $195p is helped by the AMD good news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536368454722360","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536352206357832,"gmtCreate":1771966938098,"gmtModify":1771983603688,"author":{"id":"4190392290860042","authorId":"4190392290860042","name":"GodofWallStreet","avatar":"https://community-static.tradeup.com/news/a6c3d55c36915b33a914ca60e58e75e9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4190392290860042","idStr":"4190392290860042"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 210.0 CALL\">$AMD 20260227 210.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 210.0 CALL\">$AMD 20260227 210.0 CALL$</a>&nbsp;","text":"$AMD 20260227 210.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/56ca312ad4998720f90fd4d191f35c2e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536352206357832","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536336898635288,"gmtCreate":1771963344592,"gmtModify":1771983603745,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"","htmlText":"JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.","listText":"JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.","text":"JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536336898635288","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536276640834296,"gmtCreate":1771948591678,"gmtModify":1771949412559,"author":{"id":"3568890919326854","authorId":"3568890919326854","name":"calico","avatar":"https://static.tigerbbs.com/6a72854f276a4356cfa05e00cab8f047","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568890919326854","idStr":"3568890919326854"},"themes":[],"title":"","htmlText":"How can we utilise Nvidia newest CPU chip ?","listText":"How can we utilise Nvidia newest CPU chip ?","text":"How can we utilise Nvidia newest CPU chip ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536276640834296","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536235809207336,"gmtCreate":1771938625790,"gmtModify":1771983604259,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260618 140.0 CALL\">$AMD 20260618 140.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260618 140.0 CALL\">$AMD 20260618 140.0 CALL$</a>&nbsp;","text":"$AMD 20260618 140.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/12f4750e02a7b1c080907af13af6ab16","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536235809207336","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536236272963696,"gmtCreate":1771938592174,"gmtModify":1771983604337,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/eb3601a780333347ddb94e531a0735b0","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536236272963696","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536235870245616,"gmtCreate":1771938521894,"gmtModify":1771983604403,"author":{"id":"3558993743371541","authorId":"3558993743371541","name":"jumps","avatar":"https://community-static.tradeup.com/news/af4453b1180b0c1eb9db278f290fb777","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558993743371541","idStr":"3558993743371541"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/113c835ec0c26999e648a149ad1e289e","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536235870245616","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534426166645648,"gmtCreate":1771496700305,"gmtModify":1771497066035,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/534426166645648","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534389144756944,"gmtCreate":1771487776198,"gmtModify":1771504854812,"author":{"id":"4162965251535942","authorId":"4162965251535942","name":"ErnestLKH","avatar":"https://community-static.tradeup.com/news/da07609e83993acc5f26ad67cd3e5594","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162965251535942","idStr":"4162965251535942"},"themes":[],"title":"","htmlText":"Reason why Nvidia still the main core!&nbsp;","listText":"Reason why Nvidia still the main core!&nbsp;","text":"Reason why Nvidia still the main core!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534389144756944","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534358780314120,"gmtCreate":1771480359551,"gmtModify":1771504823591,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 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 $200 highs, or jus","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 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 $200 highs, or jus","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/5606dd69724321deafbbacab25427470","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/fa5e916f97427219519c49f07c7a23c6","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/f6dab491077636290ef5112f15d67fd8","width":"1920","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1704,"commentSize":1,"repostSize":88,"link":"https://ttm.financial/post/534358780314120","isVote":1,"tweetType":1,"viewCount":4960,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😊 @Barcode @JC888 @Shyon @DiAngel @Aqa @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😊 @Barcode @JC888 @Shyon @DiAngel @Aqa @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😊 @Barcode @JC888 @Shyon @DiAngel @Aqa @koolgal @Shernice軒嬣 2000"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":534298365072104,"gmtCreate":1771465497851,"gmtModify":1771476880824,"author":{"id":"4209509375264322","authorId":"4209509375264322","name":"這是甚麼東西","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4209509375264322","idStr":"4209509375264322"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/534298365072104","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534141293528576,"gmtCreate":1771427179352,"gmtModify":1771429093508,"author":{"id":"3581512760238794","authorId":"3581512760238794","name":"OSJ","avatar":"https://static.tigerbbs.com/f8d84fcb56ab149095204ae8394a4364","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581512760238794","idStr":"3581512760238794"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/ada5319834fd05e1f8896b19fcfb8ed9","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534141293528576","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534140622861504,"gmtCreate":1771427115185,"gmtModify":1771429093582,"author":{"id":"4101411007340850","authorId":"4101411007340850","name":"Ashmiemie","avatar":"https://static.tigerbbs.com/6c9f59f174da8c3ead7ec4a96693af9c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101411007340850","idStr":"4101411007340850"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Big win","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Big win","text":"$NVIDIA(NVDA)$ Big win","images":[{"img":"https://community-static.tradeup.com/news/79fd5b7eb12ac6a08f87970fe9e3cd88","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534140622861504","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534136480740088,"gmtCreate":1771426091655,"gmtModify":1772025396782,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.","text":"$NVIDIA(NVDA)$ I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":53,"commentSize":0,"repostSize":33,"link":"https://ttm.financial/post/534136480740088","isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534098956420416,"gmtCreate":1771414376349,"gmtModify":1771433166230,"author":{"id":"3586223129556883","authorId":"3586223129556883","name":"CTJV","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586223129556883","idStr":"3586223129556883"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> McDaniel is back.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> McDaniel is back.","text":"$NVIDIA(NVDA)$ McDaniel is back.","images":[{"img":"https://community-static.tradeup.com/news/26ae6b5d282324e7aa183195f1678dbe","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534098956420416","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534075908367912,"gmtCreate":1771411354105,"gmtModify":1771429093898,"author":{"id":"4112162097902942","authorId":"4112162097902942","name":"DoTrading","avatar":"https://community-static.tradeup.com/news/b836687d88c2c5ee60f65e3d53461ef7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112162097902942","idStr":"4112162097902942"},"themes":[],"title":"Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks","htmlText":"The <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> 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&amp;P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: <a href=\"https://ttm.financial/S/NCLH\">$Norwegian Cruise Line(NCLH)$</a> (+12.2%) Biggest Loser:","listText":"The <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> 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&amp;P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: <a href=\"https://ttm.financial/S/NCLH\">$Norwegian Cruise Line(NCLH)$</a> (+12.2%) Biggest Loser:","text":"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:","images":[{"img":"https://community-static.tradeup.com/news/8928302cd9f453404a55ea1745456194","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534075908367912","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534066842494352,"gmtCreate":1771406797487,"gmtModify":1771433171400,"author":{"id":"4162965251535942","authorId":"4162965251535942","name":"ErnestLKH","avatar":"https://community-static.tradeup.com/news/da07609e83993acc5f26ad67cd3e5594","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4162965251535942","idStr":"4162965251535942"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> holding for long term.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> holding for long term.&nbsp;","text":"$NVIDIA(NVDA)$ holding for long term.","images":[{"img":"https://community-static.tradeup.com/news/4a351234857c63208ea4ab97a8f0f55a","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":36,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/534066842494352","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534022747271512,"gmtCreate":1771398317521,"gmtModify":1771456200053,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟We are now in the Year of the Fire Horse.&nbsp; The Fire Horse doesn't do \"slow and steady\".&nbsp; It is \"fast and furious\" like a galloping stallion.&nbsp; The important thing to realise is Volatility is just the Fire Horse's way of stretching its legs. This year is about Freedom for me.&nbsp; The freedom to set my success on Autopilot by Dollar Cost Averaging great stocks like <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>and <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>.&nbsp; It is also about the freedom to travel and experience different cultures of Europe and Asia. To The Wonderful Tiger Community and the Hardworking Staff of Tiger Brokers: May you realise every dream you envision and may your Hong Baos be overflowing with wealth beyond your dreams. H","listText":"🌟🌟🌟We are now in the Year of the Fire Horse.&nbsp; The Fire Horse doesn't do \"slow and steady\".&nbsp; It is \"fast and furious\" like a galloping stallion.&nbsp; The important thing to realise is Volatility is just the Fire Horse's way of stretching its legs. This year is about Freedom for me.&nbsp; The freedom to set my success on Autopilot by Dollar Cost Averaging great stocks like <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>and <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>.&nbsp; It is also about the freedom to travel and experience different cultures of Europe and Asia. To The Wonderful Tiger Community and the Hardworking Staff of Tiger Brokers: May you realise every dream you envision and may your Hong Baos be overflowing with wealth beyond your dreams. H","text":"🌟🌟🌟We are now in the Year of the Fire Horse. The Fire Horse doesn't do \"slow and steady\". It is \"fast and furious\" like a galloping stallion. The important thing to realise is Volatility is just the Fire Horse's way of stretching its legs. This year is about Freedom for me. The freedom to set my success on Autopilot by Dollar Cost Averaging great stocks like $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ . It is also about the freedom to travel and experience different cultures of Europe and Asia. To The Wonderful Tiger Community and the Hardworking Staff of Tiger Brokers: May you realise every dream you envision and may your Hong Baos be overflowing with wealth beyond your dreams. H","images":[{"img":"https://community-static.tradeup.com/news/a017fc824b65f8a96e0fae11731ac90d"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":12,"repostSize":40,"link":"https://ttm.financial/post/534022747271512","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":536591291929264,"gmtCreate":1772024185800,"gmtModify":1772024542449,"author":{"id":"1436866998000","authorId":"1436866998000","name":"TheBeautyofOptions","avatar":"https://community-static.tradeup.com/news/5c8035c0c68d435819f879ac7882f822","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1436866998000","authorIdStr":"1436866998000"},"themes":[],"title":"Demo Options Plan after $AMD's 8.77% Surge: Bull Call Spread","htmlText":"The explosive rally of <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> was primarily fueled by the blockbuster announcement of a strategic partnership with Meta Platforms.<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.This massive deal solidifies AMD's position as a credible challenger to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> in the AI accelerator market, overshadowing recent concerns about near-term guidance and operational expenses.Follow <a href=\"https://ttm.financial/U/1436866998000\">@TheBeauty_Options</a> , who gains 15 Yrs Equities Journey, Learned Options at CBOE in 2012.I have a","listText":"The explosive rally of <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> was primarily fueled by the blockbuster announcement of a strategic partnership with Meta Platforms.<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.This massive deal solidifies AMD's position as a credible challenger to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> in the AI accelerator market, overshadowing recent concerns about near-term guidance and operational expenses.Follow <a href=\"https://ttm.financial/U/1436866998000\">@TheBeauty_Options</a> , who gains 15 Yrs Equities Journey, Learned Options at CBOE in 2012.I have a","text":"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","images":[{"img":"https://community-static.tradeup.com/news/1b9ed993d9e00685b687a783d4e3b15c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":25,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/536591291929264","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"TheBeautyofOptions","avatar":"https://community-static.tradeup.com/news/5c8035c0c68d435819f879ac7882f822","crmLevel":3,"crmLevelSwitch":0,"idStr":"1436866998000","authorIdStr":"1436866998000"},"content":"【Strategy 2: Short Put (Cash-Secured or Naked)】 Option Contract Portfolio: Sell to Open: 1 AMD Put, Strike $205, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Limited to Premium Received ($5.25 per share, estimated from chain). Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share.","text":"【Strategy 2: Short Put (Cash-Secured or Naked)】 Option Contract Portfolio: Sell to Open: 1 AMD Put, Strike $205, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Limited to Premium Received ($5.25 per share, estimated from chain). Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share.","html":"【Strategy 2: Short Put (Cash-Secured or Naked)】 Option Contract Portfolio: Sell to Open: 1 AMD Put, Strike $205, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Limited to Premium Received ($5.25 per share, estimated from chain). Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":536479681151696,"gmtCreate":1771998161060,"gmtModify":1772004825496,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536479681151696","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536368454722360,"gmtCreate":1771970891183,"gmtModify":1771990182807,"author":{"id":"4171673173743002","authorId":"4171673173743002","name":"Optionhawk","avatar":"https://community-static.tradeup.com/news/d6e4e7408d9afa4fa16da9dabbdca7fd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171673173743002","authorIdStr":"4171673173743002"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 195.0 PUT SELL 1 | AMD 20260227 255.0 CALL SELL 1\">$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$</a>&nbsp; $195p is helped by the AMD good news.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 195.0 PUT SELL 1 | AMD 20260227 255.0 CALL SELL 1\">$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$</a>&nbsp; $195p is helped by the AMD good news.&nbsp;","text":"$AMD STRANGLE 260227 CALL 255.0/PUT 195.0$ $195p is helped by the AMD good news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536368454722360","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536352206357832,"gmtCreate":1771966938098,"gmtModify":1771983603688,"author":{"id":"4190392290860042","authorId":"4190392290860042","name":"GodofWallStreet","avatar":"https://community-static.tradeup.com/news/a6c3d55c36915b33a914ca60e58e75e9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4190392290860042","authorIdStr":"4190392290860042"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 210.0 CALL\">$AMD 20260227 210.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260227 210.0 CALL\">$AMD 20260227 210.0 CALL$</a>&nbsp;","text":"$AMD 20260227 210.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/56ca312ad4998720f90fd4d191f35c2e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536352206357832","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536336898635288,"gmtCreate":1771963344592,"gmtModify":1771983603745,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563842318594455","authorIdStr":"3563842318594455"},"themes":[],"title":"","htmlText":"JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.","listText":"JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.","text":"JUST IN: 🇺🇸🇨🇳 CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536336898635288","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536276640834296,"gmtCreate":1771948591678,"gmtModify":1771949412559,"author":{"id":"3568890919326854","authorId":"3568890919326854","name":"calico","avatar":"https://static.tigerbbs.com/6a72854f276a4356cfa05e00cab8f047","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568890919326854","authorIdStr":"3568890919326854"},"themes":[],"title":"","htmlText":"How can we utilise Nvidia newest CPU chip ?","listText":"How can we utilise Nvidia newest CPU chip ?","text":"How can we utilise Nvidia newest CPU chip ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536276640834296","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536236272963696,"gmtCreate":1771938592174,"gmtModify":1771983604337,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/eb3601a780333347ddb94e531a0735b0","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536236272963696","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536235870245616,"gmtCreate":1771938521894,"gmtModify":1771983604403,"author":{"id":"3558993743371541","authorId":"3558993743371541","name":"jumps","avatar":"https://community-static.tradeup.com/news/af4453b1180b0c1eb9db278f290fb777","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558993743371541","authorIdStr":"3558993743371541"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/113c835ec0c26999e648a149ad1e289e","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536235870245616","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":536235809207336,"gmtCreate":1771938625790,"gmtModify":1771983604259,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570346638758209","authorIdStr":"3570346638758209"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20260618 140.0 CALL\">$AMD 20260618 140.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20260618 140.0 CALL\">$AMD 20260618 140.0 CALL$</a>&nbsp;","text":"$AMD 20260618 140.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/12f4750e02a7b1c080907af13af6ab16","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536235809207336","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534358780314120,"gmtCreate":1771480359551,"gmtModify":1771504823591,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 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 $200 highs, or jus","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 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 $200 highs, or jus","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/5606dd69724321deafbbacab25427470","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/fa5e916f97427219519c49f07c7a23c6","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/f6dab491077636290ef5112f15d67fd8","width":"1920","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1704,"commentSize":1,"repostSize":88,"link":"https://ttm.financial/post/534358780314120","isVote":1,"tweetType":1,"viewCount":4960,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😊 @Barcode @JC888 @Shyon @DiAngel @Aqa @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😊 @Barcode @JC888 @Shyon @DiAngel @Aqa @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😊 @Barcode @JC888 @Shyon @DiAngel @Aqa @koolgal @Shernice軒嬣 2000"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":534298365072104,"gmtCreate":1771465497851,"gmtModify":1771476880824,"author":{"id":"4209509375264322","authorId":"4209509375264322","name":"這是甚麼東西","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4209509375264322","authorIdStr":"4209509375264322"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/534298365072104","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534426166645648,"gmtCreate":1771496700305,"gmtModify":1771497066035,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/534426166645648","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534136480740088,"gmtCreate":1771426091655,"gmtModify":1772025396782,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092890920697680","authorIdStr":"4092890920697680"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.","text":"$NVIDIA(NVDA)$ I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":53,"commentSize":0,"repostSize":33,"link":"https://ttm.financial/post/534136480740088","isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534389144756944,"gmtCreate":1771487776198,"gmtModify":1771504854812,"author":{"id":"4162965251535942","authorId":"4162965251535942","name":"ErnestLKH","avatar":"https://community-static.tradeup.com/news/da07609e83993acc5f26ad67cd3e5594","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4162965251535942","authorIdStr":"4162965251535942"},"themes":[],"title":"","htmlText":"Reason why Nvidia still the main core!&nbsp;","listText":"Reason why Nvidia still the main core!&nbsp;","text":"Reason why Nvidia still the main core!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534389144756944","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534140622861504,"gmtCreate":1771427115185,"gmtModify":1771429093582,"author":{"id":"4101411007340850","authorId":"4101411007340850","name":"Ashmiemie","avatar":"https://static.tigerbbs.com/6c9f59f174da8c3ead7ec4a96693af9c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101411007340850","authorIdStr":"4101411007340850"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Big win","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Big win","text":"$NVIDIA(NVDA)$ Big win","images":[{"img":"https://community-static.tradeup.com/news/79fd5b7eb12ac6a08f87970fe9e3cd88","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534140622861504","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534141293528576,"gmtCreate":1771427179352,"gmtModify":1771429093508,"author":{"id":"3581512760238794","authorId":"3581512760238794","name":"OSJ","avatar":"https://static.tigerbbs.com/f8d84fcb56ab149095204ae8394a4364","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581512760238794","authorIdStr":"3581512760238794"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/ada5319834fd05e1f8896b19fcfb8ed9","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534141293528576","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":532373394064336,"gmtCreate":1770995651950,"gmtModify":1771035654002,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Nvidia Earnings: Can a GB300 Boom and Early Rubin Launch Crush the Skeptics? Global AI chip leader&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 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 $65 billion. – Gross Margin: GAAP gross margin consensus is 74.8%, u","listText":"Nvidia Earnings: Can a GB300 Boom and Early Rubin Launch Crush the Skeptics? Global AI chip leader&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 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","text":"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 $65 billion. – Gross Margin: GAAP gross margin consensus is 74.8%, u","images":[{"img":"https://community-static.tradeup.com/news/31aa7b7f7833081cc49539d35ab19e8c","width":"1078","height":"956"},{"img":"https://community-static.tradeup.com/news/7864a9c7a767cbfc1c980d426ca69ebf","width":"1080","height":"944"},{"img":"https://community-static.tradeup.com/news/a37a62f41ad3558bee22aa4ff994887a","width":"1078","height":"928"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":479,"commentSize":0,"repostSize":26,"link":"https://ttm.financial/post/532373394064336","isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":534075908367912,"gmtCreate":1771411354105,"gmtModify":1771429093898,"author":{"id":"4112162097902942","authorId":"4112162097902942","name":"DoTrading","avatar":"https://community-static.tradeup.com/news/b836687d88c2c5ee60f65e3d53461ef7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112162097902942","authorIdStr":"4112162097902942"},"themes":[],"title":"Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks","htmlText":"The <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> and Dow Jones Industrial Average also gained 0.1%, with all three major averages reversing earlier intraday losses. While the headline moves were modest, underlying market activity suggests something far more dynamic is happening beneath the surface. Market Snapshot (Feb. 17, 2026) Dow Jones Industrial Average: 49,533.19 (+0.07%) S&amp;P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: <a href=\"https://ttm.financial/S/NCLH\">$Norwegian Cruise Line(NCLH)$</a> (+12.2%) Biggest Loser:","listText":"The <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> finally ended its four-session losing streak Tuesday, edging up 0.1%, even as artificial intelligence concerns continued to weigh on software stocks. The <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> and Dow Jones Industrial Average also gained 0.1%, with all three major averages reversing earlier intraday losses. While the headline moves were modest, underlying market activity suggests something far more dynamic is happening beneath the surface. Market Snapshot (Feb. 17, 2026) Dow Jones Industrial Average: 49,533.19 (+0.07%) S&amp;P 500: 6,843.22 (+0.10%) Nasdaq Composite: 22,578.38 (+0.14%) Hot Stock: <a href=\"https://ttm.financial/S/NCLH\">$Norwegian Cruise Line(NCLH)$</a> (+12.2%) Biggest Loser:","text":"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:","images":[{"img":"https://community-static.tradeup.com/news/8928302cd9f453404a55ea1745456194","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534075908367912","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":529811546116640,"gmtCreate":1770368974077,"gmtModify":1770369550067,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"NVDA Preview: Beyond Hyperscalers, Secret Growth Engine","htmlText":"The market has reached a clear pricing consensus on <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> . 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","listText":"The market has reached a clear pricing consensus on <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> . 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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/ce569077d318cf861417145370951939"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/529811546116640","isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526761705644768,"gmtCreate":1769639312523,"gmtModify":1769639942173,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Nvidia Bull Run Needs Sustained Catalysts and Macro Tailwinds Not Just One Headline","htmlText":"China reopens the door to H200 chips, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> regains momentum. Nvidia has been trading above $190 after this news headline. So will Nvidia be staging another bull run rally? Nvidia just doubled down on its largest AI holding, could this be one of the catalyst for bull run, in this article, we would like to look at a current, fact-based, sentiment-anchored assessment of Nvidia’s situation — with emphasis on the recent China H200 development, the CoreWeave stake increase, and what these mean for the possibility of another bull run in NVDA shares. We have pulled out an analysis of the top 3 most impactful news stories for NVDA from January 27, 2026 and the sentiment with short explanation. China Reopens The Door To H200 Chips, And Nvidia","listText":"China reopens the door to H200 chips, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/04b26184c5f4bb64944a63e3353445c0","width":"1618","height":"751"},{"img":"https://community-static.tradeup.com/news/7218a327836094277a10cde528efb495","width":"810","height":"321"},{"img":"https://community-static.tradeup.com/news/3cdc71c7378ddadb65280472820f1ce6","width":"1625","height":"746"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":696,"commentSize":0,"repostSize":27,"link":"https://ttm.financial/post/526761705644768","isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0}]}