Nvidia

🚨 Jensen Huang is flying to China with Trump!

CEO $NVDA Jensen Huang joined Donald Trump's US delegation to Beijing at the last minute. According to Reuters and Politico, he wasn't originally on the list of businesspeople scheduled to travel. Trump reportedly invited him during the trip, and Huang subsequently boarded Air Force One during a stop in Alaska.

And honestly? This...
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Shares of $INTC have risen by more than 180% just this year and are up over 450% since last year, which is crazy. I don't think any of us expected such a turnaround in $INTC stock. Personally, that rise seems exaggerated to me and I don't know what the company's valuation is based on to be so high. Such growth would make much more sense to me for $AMD or $NVDA, but not for $INT...
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AMD $AMD crushed expectations: Q1 2026 delivers 38% revenue growth and an explosion in datacenters

AMD, after the market close, released results for Q1 2026 that significantly beat analysts' expectations. Revenue rose 38% to $10.3 billion versus $7.44 billion a year ago, while the consensus had only expected $9.89 billion.

Shares gain 4.83% in after-hours trading!

What would an investment in $NVDA in 2000 be worth today after 6 stock splits totaling 480:1?

Nvidia has undergone six stock splits in its market history, and the total split ratio since 2000 is 480:1.

History of splits:

2000: 2:1 split

2001: 2:1 split

2006: 2:1 split

2007: 3:2 split

2021: 4:1 split (around $750)

2024: 10:1 split (around $1,200)

Nvidia went public in 1999 at $12 per...
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Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏

Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
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Has Amazon revealed its true business?

Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.

TSMC moves the market again!

TSMC has just announced that its second Japanese fab in Kumamoto will start production on the most advanced 3nm process in 2028.

Originally, this fab was supposed to produce chips on significantly less advanced 6 to 12nm processes.

🚨 Great news for $UBER shareholders❗️

⭐️ I’ve been talking about Uber non-stop for almost 2 years as an investment I fully trust, and so far I don’t see any signs of slowdown or disruption to its business model.

🟢 On the contrary, it’s closing exclusive partnerships with companies like $NVDA $LCID $GOOGL $NBIS $AMZN..

..and just a few hours ago announced a NEW partnership with...
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The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and...
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Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.

Micron has gained 62 % year-to-date, Sandisk is up 203 %...

Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high...
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With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters...
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SpaceX IPO valued at up to $1.75 trillion as early as March?

According to the latest information, we could actually see another of Musk’s companies go public.

🚀 Nvidia $NVDA once again beat expectations. The AI boom shows no signs of slowing.

Nvidia released results for fiscal Q4 2026 and the numbers again confirm that demand for AI infrastructure remains extremely strong.

📊 Key results:

• Revenue: $68.1B (+73% YoY)

• Net income: $43B

• EPS: $1.76

• Gross margin: 75%

🧠 Data Center remains the main growth driver

The Data Center segment...
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NVIDIA results today after the market close: 3 possible scenarios for the stock

Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and...
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