Nvidia

NVDA | NASDAQ | 4017 Followers
$226.53 +2.60% $5.75
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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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I also don't think we're in a bubble. Nvidia is the largest company in the world, and there's a reason for that.
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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.

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So another company where it wouldn’t be about the fundamentals themselves, but about what Musk or influencers post on X.

Musk + FOMO + social media = the stock will shoot up to absurd levels 😂

That could be a good trading plan 🤔
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🚀 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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Those numbers look good, and I’m glad there wasn’t any cooling off or an extreme drop. We’ll see how it opens today.
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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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I'd welcome a bigger stock move than just 0.2%. I'll probably buy more $META shares.
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With Nvidia $NVDA it once again shows how large a geopolitical risk today hangs over even the strongest technology stories. Sales of H200 AI chips to China are practically frozen — not because there isn’t demand, but because even nearly two months after the formal approval of exports it’s unclear under what conditions, if any, they will pass U.S. security reviews. Chinese...
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Even if that were the case, Nvidia and AMD would cope with it somehow. It’s a risk, but certainly not large enough for me to sell those shares.
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Intel kicked off this year with very strong gains!

Shares are up more than 7% today, bringing them close to the record levels from November. However, the price still sits below the resistance level of $44. If $INTC shares can get past that level, they could return to the prices investors saw at the company before 2022.

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Yeah, I follow Intel, it’s a good company.
I wrote a few posts here saying the government won’t let Intel fall.
Intel needs time and confidence that what’s been downright screwed up over the past few years will improve with time.
Nvidia probably had some reason (I think it was to cozy up to the government where the sun doesn’t shine :D).
Time will tell if there are people at Intel who will give 100% to get the company back to competitiveness.
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🚨BREAKING NEWS🚨

$NVDA is acquiring the company GROQ (not Musk’s GROK) for $20 billion. (excluding the Cloud segment)

✅ It specializes in inference — the phase when a finished AI responds to the user. Its chips are known for their extreme speed in generating text (LLM)

✅ With this acquisition, Nvidia eliminates the risk of being overtaken in this part of the market by a new, more...
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It's not that interesting to me anymore, and I'd prefer $AMD, where the potential is greater.
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Intel actually surprised in the end. The results beat expectations and the shares $INTC jumped 8% in after-hours trading. I wouldn’t invest in it myself, but it’s clear the fundamentals are changing and the business may be starting to grow again.

What do you think? Will Intel catch up to companies like $AMD and $NVDA?
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I had it, I sold it. I bought it before that big drop when they suspended dividends; now after the rebound I sold it with a 30% profit after just under two years. It's enough that I have AMD and Nvidia.
Maybe their in-house manufacturing will kick in after all... but I don't really trust them anymore.
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Good afternoon, investors.

On 28 October 2025 there will be a major NVIDIA conference that could significantly shake up the tech market with announcements in robotics, AI and new chip platforms. The biggest impact is expected in robotics, autonomous systems and companies connected to the NVIDIA ecosystem.

Do you have any stocks on your radar that could skyrocket after this...
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RR could. Thanks for the info.
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$AMD and $NVDA   are, together with a weaker dollar, reaching interesting levels for us. Are you considering buying? If so, at what price levels are you waiting? Which company do you prefer?

Have a nice weekend. 
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I sold both AMD and NVIDIA (168). I took decent profits, and if I buy again I’d probably only pick one company — I’ll see what the dip does and whether it even falls lower, maybe around $135 for AMD and $145 for NVIDIA 🍀
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