• LanceljxLanceljx
      ·02-19 18:25
      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
      141Comment
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    • ErnestLKHErnestLKH
      ·02-19 15:56
      Reason why Nvidia still the main core! 
      23Comment
      Report
    • xc__xc__
      ·02-19 13:52

      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
      1.88K1
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      Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥
    • 這是甚麼東西這是甚麼東西
      ·02-19 09:44
      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
      389Comment
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    • OSJOSJ
      ·02-18 23:06
      19Comment
      Report
    • AshmiemieAshmiemie
      ·02-18 23:05
      140Comment
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    • Tiger VTiger V
      ·02-18 22:48
      $NVIDIA(NVDA)$ 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.
      2.24KComment
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    • CTJVCTJV
      ·02-18 19:32
      $NVIDIA(NVDA)$  McDaniel is back.
      355Comment
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    • DoTradingDoTrading
      ·02-18 18:42

      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:
      345Comment
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      Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks
    • ErnestLKHErnestLKH
      ·02-18 17:26
      $NVIDIA(NVDA)$  holding for long term. 
      381Comment
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    • koolgalkoolgal
      ·02-18 15:05
      🌟🌟🌟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
      72612
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    • AMDidassAMDidass
      ·02-18 14:58
      $NVIDIA(NVDA)$  see what it happened?! Drop a bit then fly a lot ! Just simple and easy to get profit from this perfect share! $Advanced Micro Devices(AMD)$  waiting it fly too! Same thing apply to this and just hold and buy when it drop again! Gogogo!
      4.59K1
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    • koolgalkoolgal
      ·02-18 14:41
      🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot.  If the Year of the Fire Horse is a high speed chase, DCA is my cruise control.  It keeps me steady while everyone else is slamming on the brakes in a panic! DCA is Leveling Up without sweat.   Here is why DCA is the secret sauce to my success: By investing a fixed amount every month into my thoroughbreds $Alphabet(GOOG)$ $NVIDIA(NVDA)$ I stop "guessing" the top.  I buy more shares when the market stumbles & fewer when it is sprinting. DCA removes FOMO (Fear of Missing Out) &  FOC (Fear of Crashing). Automating my DCA into $Schwab US Dividend
      3876
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    • MrzorroMrzorro
      ·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
      1.62KComment
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·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
      3.69KComment
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      NVDA Preview: Beyond Hyperscalers, Secret Growth Engine
    • PatmosPatmos
      ·02-05
      Navida is looking to the future very bullish 
      441Comment
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    • Obai The Laws AkeirObai The Laws Akeir
      ·02-04

      An Invitation Letter from Tiger Brokers

      BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!
      366Comment
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      An Invitation Letter from Tiger Brokers
    • Obai The Laws AkeirObai The Laws Akeir
      ·02-04

      An Invitation Letter from Tiger Brokers

      BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!
      4081
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      An Invitation Letter from Tiger Brokers
    • SuzannalimSuzannalim
      ·02-04
      Nvidia is good buy for long term gains. 
      644Comment
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    • 這是甚麼東西這是甚麼東西
      ·02-03
      The news about Nvidia's potential $100 billion investment in OpenAI being nonbinding and far from finalized has introduced uncertainty into the market, causing Nvidia's stock to slip. This development raises questions about the implications for Nvidia's long-term AI demand visibility and whether this is a positive or negative signal for the company. Impact on Nvidia's Long-Term AI Demand Visibility Uncertainty in Investment Plans: The lack of a binding agreement for the $100 billion investment in OpenAI introduces uncertainty into Nvidia's plans for building 10 gigawatts of AI compute capacity. This uncertainty could affect Nvidia's ability to accurately forecast long-term demand for its AI-related products and services. CEO's Concerns: Jensen Huang's reported concerns about OpenAI's capit
      6121
      Report
    • xc__xc__
      ·02-19 13:52

      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
      1.88K1
      Report
      Meta's Massive Nvidia Chip Haul: Locking In AI Dominance or Overkill Spending Spree? 🚀💥
    • 這是甚麼東西這是甚麼東西
      ·02-19 09:44
      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
      389Comment
      Report
    • LanceljxLanceljx
      ·02-19 18:25
      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
      141Comment
      Report
    • DoTradingDoTrading
      ·02-18 18:42

      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:
      345Comment
      Report
      Nasdaq Snaps Losing Streak as AI Jitters Keep Pressure on Software Stocks
    • ErnestLKHErnestLKH
      ·02-19 15:56
      Reason why Nvidia still the main core! 
      23Comment
      Report
    • Tiger VTiger V
      ·02-18 22:48
      $NVIDIA(NVDA)$ 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.
      2.24KComment
      Report
    • koolgalkoolgal
      ·02-18 14:41
      🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot.  If the Year of the Fire Horse is a high speed chase, DCA is my cruise control.  It keeps me steady while everyone else is slamming on the brakes in a panic! DCA is Leveling Up without sweat.   Here is why DCA is the secret sauce to my success: By investing a fixed amount every month into my thoroughbreds $Alphabet(GOOG)$ $NVIDIA(NVDA)$ I stop "guessing" the top.  I buy more shares when the market stumbles & fewer when it is sprinting. DCA removes FOMO (Fear of Missing Out) &  FOC (Fear of Crashing). Automating my DCA into $Schwab US Dividend
      3876
      Report
    • koolgalkoolgal
      ·02-18 15:05
      🌟🌟🌟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
      72612
      Report
    • AMDidassAMDidass
      ·02-18 14:58
      $NVIDIA(NVDA)$  see what it happened?! Drop a bit then fly a lot ! Just simple and easy to get profit from this perfect share! $Advanced Micro Devices(AMD)$  waiting it fly too! Same thing apply to this and just hold and buy when it drop again! Gogogo!
      4.59K1
      Report
    • AshmiemieAshmiemie
      ·02-18 23:05
      140Comment
      Report
    • OSJOSJ
      ·02-18 23:06
      19Comment
      Report
    • CTJVCTJV
      ·02-18 19:32
      $NVIDIA(NVDA)$  McDaniel is back.
      355Comment
      Report
    • ErnestLKHErnestLKH
      ·02-18 17:26
      $NVIDIA(NVDA)$  holding for long term. 
      381Comment
      Report
    • MrzorroMrzorro
      ·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
      1.62KComment
      Report
    • MaverickWealthBuilderMaverickWealthBuilder
      ·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
      3.69KComment
      Report
      NVDA Preview: Beyond Hyperscalers, Secret Growth Engine
    • nerdbull1669nerdbull1669
      ·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
      2.28KComment
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      Nvidia Bull Run Needs Sustained Catalysts and Macro Tailwinds Not Just One Headline
    • TigerPicksTigerPicks
      ·01-29

      Semiconductor Stars|Will INTC, TXN, RMBS, MCHP& MU Extend Momentum?

      The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose
      12.85K1
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      Semiconductor Stars|Will INTC, TXN, RMBS, MCHP& MU Extend Momentum?
    • 這是甚麼東西這是甚麼東西
      ·02-03
      The news about Nvidia's potential $100 billion investment in OpenAI being nonbinding and far from finalized has introduced uncertainty into the market, causing Nvidia's stock to slip. This development raises questions about the implications for Nvidia's long-term AI demand visibility and whether this is a positive or negative signal for the company. Impact on Nvidia's Long-Term AI Demand Visibility Uncertainty in Investment Plans: The lack of a binding agreement for the $100 billion investment in OpenAI introduces uncertainty into Nvidia's plans for building 10 gigawatts of AI compute capacity. This uncertainty could affect Nvidia's ability to accurately forecast long-term demand for its AI-related products and services. CEO's Concerns: Jensen Huang's reported concerns about OpenAI's capit
      6121
      Report
    • BarcodeBarcode
      ·2025-12-31

      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀

      $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $iShares Silver Trust(SLV)$  Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced
      3.05K8
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      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀
    • nerdbull1669nerdbull1669
      ·01-02

      CES 2026: From Hype to "Physical AI" and Outcomes

      CES 2026 would be a defining moment for AI as we are seeing intelligent systems becoming smarter, faster and more integrated into our daily lives. CES 2026 is shaping up to be a pivotal industry moment for AI and semiconductors, not just another gadget show. The narrative this year (and likely beyond) is shifting from raw chip performance to what these chips enable in real-world outcomes, such as energy efficiency, AI-assisted workflows, next-generation mobility, and integrated AI across devices and systems. This has important implications for chip giants and the broader technology ecosystem. From Raw Performance to Outcomes and Experiences Broader Industry Emphasis At CES 2026, the focus extends far beyond benchmark numbers. Companies are presenting AI technologies as enablers of new expe
      4.74K2
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      CES 2026: From Hype to "Physical AI" and Outcomes