$NVIDIA(NVDA)$ All my holdings—SNDK, WDC, STX, MU, AMD, MRVL, INTC—are up anywhere from 5% to 10% today. It's a bit funny how the oil situation hasn't really "affected" them at all.
$NVIDIA(NVDA)$ Nvidia has something that every company wants. It's never been easier to stay long. Getting paid decently to wait is an added bonus. Jensen's doing a good job.
$NVIDIA(NVDA)$ Honestly, Michael B has caused a lot of stress. Shorting itself has been banned at times in some European markets, but what bothers me more is the way he repeatedly advertised his position on TV. I’d much rather see the market and Nvidia rise strongly from here on out.
$NVIDIA(NVDA)$ NVDA hanging around the $220's after earnings is fine by me. It usually sells off a bit more but eventually comes right back up to new highs. That pattern repeats.
$NVIDIA(NVDA)$ All that whining, hating, and lying from some folks all day misses the point. If you don’t have the patience to hold for the long term, why even buy NVDA or be on this board? This isn’t a get-rich-quick scheme. I’ve had the patience to hold NVDA for the last 9-10 years, and it’s made me a multi-millionaire today. Crying, getting angry, frustrated, or lying on here won’t move the share price. The best approach is to hold good companies LONG TERM for your retirement.
$NVIDIA(NVDA)$ For the whales, your NVDA nightmare continues. Gains, gains, gains, and more gains. Three years going on four now. Enjoy, my bitter jealous friend.
The guilty verdict against $Meta Platforms, Inc.(META)$ and YouTube is likely to transform social media as we know it, although they will certainly appeal. I do not see a direct correlation with $NVIDIA(NVDA)$ , but there might be some indirect effect. We shall see.
$NVIDIA(NVDA)$ has produced NemoClaw, a version for businesses. It includes the company's software tools and adds features for security, privacy, and scalability to help with adoption. The platform is meant to enable companies to use AI agents in the real world.
$NVIDIA(NVDA)$ The Nvidia AGX Orin is a primary choice for defence contractors like Anduril and Mercury Systems due to its ability to handle multi-sensor fusion (radar, lidar, and high-res cameras) at the edge.
$NVIDIA(NVDA)$ These companies procure Nvidia hardware to lease to other developers, functioning as AI as a service. Major tech cloud providers encompass: Amazon Web Services (AWS), Google Cloud, and Oracle Cloud Infrastructure (OCI). Specialised AI clouds consist of: CoreWeave, Lambda, Crusoe, and Nebius.
I tend to think one of the clearest signs that $NVIDIA(NVDA)$ is trusted in AI is who chooses to work with them. OpenAI, Google, Meta and even Chinese as well as Indian investors are all building on $NVIDIA(NVDA)$ ’s technology. If $NVIDIA(NVDA)$ ’s AI chips were truly dangerous or unreliable, these companies wouldn’t touch them, let alone invest billions. In reality, the biggest players go where the tech works and delivers. Trust in AI isn’t given, it’s earned and certainly $NVIDIA(NVDA)$ has earned it.
I'm not a prophet or a billionaire fund manager, but even the average person can see that more spending by $NVIDIA(NVDA)$ 's customers means more money for NVDA. Really, it's not that hard to figure out.
$NVIDIA(NVDA)$ What will happen to the market if the EU proceeds with Sell America? They hold 8 trillion in US bonds, nearly double the rest of the world, according to Fortune Magazine.