The AI Investor @The_AI_Investor
NVDA TSLA | NVIDIA Daily | Join my Patreon for AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice | patreon.com/The_AI_Investor Joined September 2020-
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Jensen: Every Country Needs Sovereign AI "Vietnam’s FPT is planning to build a $200M AI factory featuring Nvidia’s $NVDA GPUs and software, for generative AI and autonomous driving development."
Jensen: Every Country Needs Sovereign AI "Vietnam’s FPT is planning to build a $200M AI factory featuring Nvidia’s $NVDA GPUs and software, for generative AI and autonomous driving development."
"Tesla’s next generation Dojo AI training accelerator ‘chip’ is already in production at TSMC" Interesting, so Dojo isnt dead. $TSLA $NVDA
"Tesla’s next generation Dojo AI training accelerator ‘chip’ is already in production at TSMC" Interesting, so Dojo isnt dead. $TSLA $NVDA
"I believe this strong growth will continue for many quarter to come if not many years. I believe it will be many years." - SMCI Co founder and CEO Charles Liang on AI server business NVDA AMD INTC
AMD - Reiterates a prior forecast for a ~$400B AI accelerator TAM in 2027. This is exactly what we wanted to hear as ... $NVDA investors.
Q1 CY 2024 earnings season is fun to watch, I am adding my notes/thoughts live in here. Check it out if you are interested, currently looking into Nvidia's demand from AMD, AMZN & SMCI earnings. patreon.com/posts/live-q1-…
Amazon Q1 2024 earnings notes: - Announced the extension of AWS and NVIDIA’s strategic collaboration to make AWS the best place to run NVIDIA GPUs, helping customers unlock new generative AI capabilities. - AWS will bring together NVIDIA’s next-generation Blackwell platform…
Amazon is launching the general availability of Amazon Q, the world’s most capable GenAI-powered assistant for accelerating software development and leveraging companies’ internal data. I think it's trained by Nvidia's GPUs but somehow Amazon didnt mention it. $NVDA
Amazon is launching the general availability of Amazon Q, the world’s most capable GenAI-powered assistant for accelerating software development and leveraging companies’ internal data. I think it's trained by Nvidia's GPUs but somehow Amazon didnt mention it. $NVDA
"Perplexity has carried out 75M queries in the US so far this year, more than its total in all of 2023." Perplexity uses Nvidia's AI infra, learn more here: nvidia.com/en-us/on-deman…
"Perplexity has carried out 75M queries in the US so far this year, more than its total in all of 2023." Perplexity uses Nvidia's AI infra, learn more here: nvidia.com/en-us/on-deman…
"If you want extraordinary things, it shouldn't be easy." Jensen and Nvidia story in 2 minutes. As long as Jensen is still leading Nvidia, I don't think anyone could ever come close.
Sorry Elon, but Cathie lost all credibility in AI when she sold nearly all her NVDA position near the bottom. @elonmusk
Ale𝕏andra Merz @TeslaBoomerMama
116K Followers 5K Following 𝗗𝗮𝗶𝗹𝘆 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 $𝗧𝗦𝗟𝗔 𝗶𝗻 𝗘𝗧𝗙𝘀. Fangirl of Elon. 💙 of my life @TeslaBoomerPapa. Proud Mom of 5 exceptional humans. Waiting for my bot.
Jason DeBolt ⚡️ @jasondebolt
167K Followers 5K Following All in Tesla investor since 2013 | Retired | Software Engineer | Philosophy | My tweets/DM’s are not financial advice | I don’t sell anything, watch for scams.
James Cat @TSLAFanMtl
53K Followers 605 Following Life sciences and business background. Marketer. Tesla commentary & analysis. Use Twitter to feed my Tesla addiction. Next car will be a Tesla!
Mathias Føns @FonsDK
32K Followers 336 Following Strategy @Shift4. Passionate about Space, EVs & Integrated Commerce. Opinions are my own, NFA
THE ACCOUNTANT @CPAinNYC
13K Followers 501 Following Providing Tesla Financial Data & Analysis. $TSLA Shareholder
Tesla Economist @teslaeconomist
29K Followers 357 Following Youtuber dedicated to using economics, strategy, mathematics, and common sense, to work out how successful Tesla could be, and what the stock price might reach.
Herbert Ong @herbertong
49K Followers 3K Following “The $TSLA Milestones Guy” | Follow me for lists of catalysts for $TSLA, Robotaxi, Bot etc. | $TSLA since 2012 |
T ⚡️ @TeslaSg
11K Followers 6K Following Investor at the intersection of fintech and sustainable energy, to invest in companies that are driving positive social and environmental change. Tesla // LFC
Christian Valente @cvalente28
9K Followers 533 Following Investor and lover of Stoicism. I study Macroeconomics and Markets. I trade and am fascinated by human behavior. I also am a humorist. Lover of freedom. 🇺🇸
Jeff Lutz 🔋 @thejefflutz
25K Followers 2K Following CEO,Launch i/o,Inc. Scale & Cost @ escape velocity partnering w/megacap tech. Ex CVP Supply Chain & CQO @Motorola, @Google, @Lenovo. @Tesla #MSPlaid #MXPlaid
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Berlinergy @Berlinergy
6K Followers 381 Following Interested in $TSLA and Automotive news, #Gigaberlin 🇩🇪
Dirty Tesla @DirtyTesLa
99K Followers 1K Following YouTube and Merch: https://t.co/xDxdMQtRrJ MS, Biology; Anti-sleep Ai
Trey Wheeler @treywheeler_
10K Followers 1K Following Entrepreneur | Tesla 🔋 & SpaceX 🚀| Jetsetter ✈️ | Ohio State Buckeye
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Zhen Zhang @ZhenZha19031270
27 Followers 43 Following
Ivleaguepro @TradeKing4410
106 Followers 217 Following
breadsticks @uhhhhhhhhhh
219 Followers 1K Following Origin Trail $TRAC and Everest $ID for top blue-chip crypto pics. Doomer posting for the rest, you're living through the sixth extinction and your planets dying
郭钲一 @Ghouzhengzheng9
6 Followers 37 Following
Matt Chrzaszcz @mattforthelikes
668 Followers 595 Following Starting my #AI journey. FP&A, Finance, Fitness. Obsessed with $TSLA
宇宙尘埃 @xjn1099129
1 Followers 45 Following
Antonio Diaz-Araujo @diazaraujo
1K Followers 1K Following Fellow of the Doers. @DecideChile @unholster https://t.co/g3zYMgtfiR
Oscar Martinez @omartinez
773 Followers 4K Following
Qi Yin @QIYINN
25 Followers 167 Following Sagittarius. ~ loves peace, freedom, fun, laughters, music, piano, . smile :). *sometimes live in my own world. Realized music can change my mood. 人是会变的。
chiela @chiiielaaa
256 Followers 110 Following
balance142857 @Rose888390546
35 Followers 56 Following
ingridj7 @ingridj71
102 Followers 237 Following
六本木一丁目駅 @leyte1020
11 Followers 112 Following ■保有中株 (米ETF) ■保有中マンション: 赤坂x2, 六本木, 那覇市, バンコク, マニラ ■「麻布台ヒルズ」B棟 33㎡が欲しい。坪3,500万円か■元銀行・投資銀行■managing retired money
Anh Hermes @DoiChungSi
35 Followers 107 Following
stanley @stanley98717164
0 Followers 5 Following
L’Âne Trotro @AneBanni
120 Followers 269 Following « War does not determine who is right. Only who is left. »
Cool Mint @coolmint36
113 Followers 779 Following
Cat Black @9_Cat_Black_6
23 Followers 273 Following One half Cat, other one Black. I don't even exist.
rithi kumar @rithikumar19
7 Followers 43 Following
Man Singh @ManiSingh1833
0 Followers 19 Following
Shuo Ding @shuo_ding1984
82 Followers 237 Following
rafal @rafalhehe
460 Followers 195 Following writing about zero-knowledge proofs and blockchain infra
比较蛋定 @sky10080
0 Followers 101 Following
Eemil Lindroth @_Eemil_L
29 Followers 51 Following
Amir Ajrab @AmirAjrab
10 Followers 4 Following
Lee Sandquist @lsandqui7
25 Followers 101 Following
strkl @KenrWww
58 Followers 398 Following
Burç Onursal @BurOnursal
55 Followers 639 Following
PR @SSankar482
0 Followers 32 Following
Stefan W. @StefanW2012
218 Followers 322 Following There are two types of traders. Those who know when to pay the Gods and those who don’t know who the Gods are !
Jules @julesleide
74 Followers 412 Following
Saksham Ojha @sakshamojha___
4 Followers 53 Following Ex-Boscoite'23 Relationship status: Netflix and ice cream
Prince Chaudhary @PrinceShiva074
129 Followers 2K Following Liberal, enjoy political/social science. Tweets personal. RT's not endorsements.
Marcel Zimmer @marcelzimmer
1K Followers 587 Following $TSLA all-in & TESLA owner. 🚗🔋| Healthcare software developer 👨🏻💻 🏥| Creating apps for iPhone, iPad, MacBook & SAP. 📱💻 | Watching: $BTC / #Bitcoin 👀
Peter154 @PeterCheang1
188 Followers 461 Following Student of the market! Be always humble!!! Rule1: Protect d bullets(Capital) at ALL cost! Rule2: Stay alive(Survive) at ALL cost: Rule3: Don’t forgive R1&2! 😊
smala @smala440826
0 Followers 3 Following
K.sunday @K_ssunday
5 Followers 31 Following
Gary Black @garyblack00
415K Followers 99 Following Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FVygs3Yhc0. Disclosure: https://t.co/omhTsCtilh
Dave Lee @heydave7
451K Followers 454 Following Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.
Ale𝕏andra Merz @TeslaBoomerMama
116K Followers 5K Following 𝗗𝗮𝗶𝗹𝘆 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 $𝗧𝗦𝗟𝗔 𝗶𝗻 𝗘𝗧𝗙𝘀. Fangirl of Elon. 💙 of my life @TeslaBoomerPapa. Proud Mom of 5 exceptional humans. Waiting for my bot.
Jason DeBolt ⚡️ @jasondebolt
167K Followers 5K Following All in Tesla investor since 2013 | Retired | Software Engineer | Philosophy | My tweets/DM’s are not financial advice | I don’t sell anything, watch for scams.
Troy Teslike @TroyTeslike
145K Followers 27 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
James Cat @TSLAFanMtl
53K Followers 605 Following Life sciences and business background. Marketer. Tesla commentary & analysis. Use Twitter to feed my Tesla addiction. Next car will be a Tesla!
Pierre Ferragu @p_ferragu
93K Followers 61 Following Commenting on technology - no investment recommendations.
Mathias Føns @FonsDK
32K Followers 336 Following Strategy @Shift4. Passionate about Space, EVs & Integrated Commerce. Opinions are my own, NFA
Rob Maurer @TeslaPodcast
293K Followers 106 Following Rob Maurer hosts Tesla Daily - news and analysis on Tesla, Inc., published every weekday.
Ray @ray4tesla
105K Followers 3 Following Tesla owner since 2015. TSLA holder since 2016. This account is about Tesla, EVs & other topics. To buy Tesla products, please use my referral code: ray9645
Emmet Peppers @EmmetPeppers
68K Followers 486 Following Fallibilist | Founder - Good Soil Investment Management | @GoodSoilInvest https://t.co/ZXVsLwZSTN | Interests: Investing, Tesla, New Tech, Ketosis, Podcasts
Dan Ives @DivesTech
111K Followers 304 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
vincentyu.eth @vincent13031925
215K Followers 479 Following Tesla $TSLA & SpaceX Investor | ⟠ $ETH $BTC Hodler | #BAYC #MAYC #CryptoPunks | Founder & CEO of @Tesmanian_com
THE ACCOUNTANT @CPAinNYC
13K Followers 501 Following Providing Tesla Financial Data & Analysis. $TSLA Shareholder
Matt Smith @MatchasmMatt
39K Followers 518 Following Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 6 young kids. Catholic. Tweets are not financial advice.
JPR007 @jpr007
49K Followers 7K Following Global Citizen Providing Intelligent Information Please use the JPR Library to support our activity Go to https://t.co/dye7rb3Z8k
Herbert Ong @herbertong
49K Followers 3K Following “The $TSLA Milestones Guy” | Follow me for lists of catalysts for $TSLA, Robotaxi, Bot etc. | $TSLA since 2012 |
ALEX @ajtourville
59K Followers 345 Following Physics engineer here for the progress of disruptive innovations and ventures Elon Musk picked my 𝕏 logo design for 𝕏 All-in $TSLA since 08/2019
Tesla Facts @truth_tesla
49K Followers 398 Following Spreading Tesla facts, countering disinformation. Tesla fan account.
Hieu Pham @hyhieu226
2K Followers 41 Following Making GPUs go brrrr @augmentcode 🤖 Past: Research Scientist at Google Brain 🧠 IMO Silver Medalist 🥈 waiting for LLMs to beat me. Tweets are my own opinions.
Naveen Rao @NaveenGRao
28K Followers 788 Following VP GenAI @Databricks. Former CEO/cofounder MosaicML & Nervana/IntelAI. Neuro + CS. I like to build stuff that will eventually learn how to build other stuff.
Fundamental Research .. @fundam_inv
8K Followers 433 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
Trading Warz @TradingWarz
111K Followers 27 Following Fibonacci Trader using the 618 to maximize risk reward. Futures and Options focused! $SPY #ES_F https://t.co/Kleqjy4Zbo • @TWarzprivate Not Financial Advice
Clark Tang @_clarktang
3K Followers 365 Following investing @ altimeter // be humble, never stop learning // no investment advice
Yangqing Jia @jiayq
12K Followers 263 Following Founder @leptonai. @UCBerkeley alumni. ex @google & @facebook. ex vp @AlibabaGroup. Open source work on caffe, @pytorch, @tensorflow, & @onnxai.
JJ Wang @JJWbebe
89 Followers 82 Following A technologist and investor at trade, an artist at heart. Love all good and beautiful in life. 🌹🌸🌺🪷💐🌷
Charles Qi @charles_rqi
7K Followers 220 Following Autopilot and AI @Tesla | Prev: Research Scientist & Manager @Waymo | Postdoc @FAIR, PhD @Stanford | COO at the Lighthouse Mentorship Program.
Databricks @databricks
70K Followers 1K Following Databricks is the data and AI company, helping data teams solve the world’s toughest problems.
thaddeus e. grugq the.. @thegrugq
129K Followers 423 Following Hacker :: https://t.co/km8BR8E1Ga :: [email protected] :: PGP https://t.co/dYipV8y3bo :: @warstudies :: https://t.co/H3dWknFCfk :: https://t.co/Z2lWqEVVua
Jeremy Nguyen ✍🏼.. @JeremyNguyenPhD
17K Followers 651 Following A.I. for writing, productivity, business | College Prof, A.I. Educator, A.I. Researcher | Writer on Disney+ show | Father to newborn, so sleepy
Wey How @wey_how12640
200 Followers 97 Following * Let Stop Loss guides you, not what you think. The market doesn't care what you think. * Manage risks with a focus on improving your Equity Curve. * Be humble
John Malloy @johnmmalloy
83 Followers 72 Following Follower of Christ. Interested in investing, sports, music, & robots.
Matei Zaharia @matei_zaharia
39K Followers 1K Following CTO at @Databricks and CS prof at @UCBerkeley. Working on data+AI, including @ApacheSpark, @DeltaLakeOSS, @MLflow, https://t.co/94gROE5Xa0. https://t.co/nmRYAKG0LZ
Sean trades @SRxTrades
27K Followers 139 Following Options trader📈| Founder of @WGTTrading | 22 | Volume and Price action analysis
Brett Adcock @adcock_brett
172K Followers 14 Following Founder @Figure_robot (AI Robotics) & Archer Aviation (NYSE: ACHR)
Accenture @Accenture
543K Followers 2K Following Together, we deliver on the promise of technology and human ingenuity. Let there be change.
Daniel Newman @danielnewmanUV
51K Followers 5K Following CEO @TheFuturumGroup | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Digital Transformation | Dad x3
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Mustafa Suleyman @mustafasuleyman
131K Followers 536 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
the tiny corp @__tinygrad__
33K Followers 61 Following We make tinygrad. Our mission is to commoditize the petaflop.
AI Notkilleveryoneism.. @AISafetyMemes
33K Followers 799 Following Techno-optimist, but AGI is not like the other technologies. Step 1: make memes. Step 2: ??? Step 3: lower p(doom)
Christopher Manning @chrmanning
127K Followers 116 Following Director, @StanfordAILab. Assoc. Director, @StanfordHAI. Founder, @stanfordnlp. Prof. CS & Linguistics, @Stanford. IP @aixventureshq. 🇦🇺 Do #NLProc & #AI. 👋
Barsee 🐶 @heyBarsee
259K Followers 777 Following Daily tweets on the latest AI and Tech developments to stay ahead of the curve | Founder of https://t.co/bpf7Dytcqj
*Walter Bloomberg @DeItaone
731K Followers 33 Following Global markets News, Economic data, Geopolitical events
Banana3 @Banana3Stocks
54K Followers 1K Following Professional Trader/Investor, 20yrs experience. Real Estate Developer. Entrepreneur. Business, Finance,Tech,Econ & Politics🏀 🏈 🏂 🎶 My research. My trades.
AlphaSense @AlphaSenseInc
14K Followers 488 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
Daniel Han @danielhanchen
7K Followers 942 Following Building @UnslothAI. Finetune LLMs 30x faster https://t.co/aRyAAgKOR7. Prev ML at NVIDIA. Hyperlearn used by NASA. I like maths, making code go fast
Jules Urbach @JulesUrbach
30K Followers 11 Following Founder and CEO - @OTOY Inc. | #RENDER | https://t.co/OTL1xZiTD0
The Long Investor @TheLongInvest
61K Followers 810 Following Airline Captain, B.A. in International Business & Economics, Law Diploma, Technical & Financial Analyst. Not Financial Advice. Patreon: thelonginvestor
Schwab Network @SchwabNetwork
66K Followers 2K Following Empowering every investor & trader, every market day with timely financial news & expert insights. RT≠ endorsement. Imp Discl: https://t.co/PjwPtVTPpv
Larry Tentarelli, Blu.. @bluechipdaily
94K Followers 2K Following See our Technical Alerts: https://t.co/eSJ5M7duQj 30-day trial: https://t.co/4Hkv78R0Hs Open positions: https://t.co/BXYZYZMo6v
Meta4 @a_meta4
4K Followers 596 Following Crypto is a mind virus! / Live by authentic moral compass. / work on AI infrastructure / fan of first-principle reasoning, even when speculating
Wes @TeslaTrip
3K Followers 188 Following Retired former Tesla Autopilot PM, TPUs, Xbox, AI, autonomous cars, electric vehicle engineering, ECU and custom ASICs, codecs...etc
Adam Khoo @adamkhootrader
30K Followers 136 Following Chairman and master trainer Adam khoo learning technologies group Professional stocks and options trader
sridhar @RamaswmySridhar
26K Followers 618 Following CEO @snowflakedb; founder @neeva Ex-@GreylockVC Ex-@Google SVP of Ads Ex-@BellLabs.
Michael & Esther @SuperLuckeee
67K Followers 505 Following • 13 yrs day-trading & swing trading • God is Love💚 • Trade live and grow with us 👇 • https://t.co/YpzVQFhl7x
Cantonese Cat 🐱 @cryptocantoncat
14K Followers 119 Following What are you doing following a laser-eyed cat? I'll never DM you with any services No paid group, no paid services https://t.co/TBbZe5gafi
Dimitry Nakhla | Baby.. @DimitryNakhla
8K Followers 2K Following CEO & Portfolio Manager | JD 🏛 | Long-Term Buy & Hold Investor Focused on Buying Undervalued High-Quality Stocks 💵 | Not Investment Advice ‼️
Quality Stocks @Quality_stocksA
21K Followers 204 Following To find all my one pagers, stock deep dives, stock screeners and my portfolio, subscribe to my newsletter 👇 Disclaimer: no financial advice
Alex @TickerSymbolYOU
22K Followers 431 Following I break down high-tech companies to help you invest in volatile growth stocks | Former @MITLL rocket scientist turned full-time investor | $6M AUM (and growing)
Angry Tom @AngryTomtweets
101K Followers 876 Following Consultant & AI educator | On a mission to build an empire with artificial intelligence
Nobody Special @JG_Nuke
31K Followers 485 Following Financial News and Independent Investigative Reporting. MelonHead. Rando. https://t.co/lJLrHd8Ovk
Jeff Dean (@🏡) @JeffDean
297K Followers 6K Following Chief Scientist, Google DeepMind and Google Research. Co-designer/implementor of things like @TensorFlow, MapReduce, Bigtable, Spanner, Gemini .. (he/him)
Aaron Erickson @AaronErickson
4K Followers 3K Following Sr. Engineering Manager at @NVIDIA building autonomous observability agents. Views are mine, not of employer. ex-New Relic/Salesforce/ThoughtWorks@The_AI_Investor A good quarter. It just didn’t “blow the doors off”
People think $NVDA been going up AI chip! The stock was $400 when chat gpd and AI came out! It’s made ton of money since but it’s only beginning! The stock went from $2 to $400 without AI! Now imagine what it’ll do with the AI margins! @The_AI_Investor @DivesTech @jimcramer
Now THAT would be a dip buy I think we could all get behind. 🧐 $NVDA
@The_AI_Investor Good point. I almost took him instead of Elon
@The_AI_Investor And $AMZN
$AMZN CFO on Capex trends: "...we will be meaningfully stepping up our CapEx, and the majority of that will be to support AWS infrastructure & specifically generative AI efforts...in Q1, we had $14B of CapEx, we expect that to be the low quarter for the year"
@The_AI_Investor AMD’s valuation is super rich for now but LT roadmap is still intact. If AMD could gain just a piece of Nvidia’s AI/datacenter business in the future, upside in SP is still massive. Customers are still constantly looking for cheaper alternative for some workloads at least.…
Damnnn. These 2 are not the same.
NVDA vs AMD in the last reported quarter. The green bar difference 💸💸💸
@The_AI_Investor $AMD has a bbq burger on their menu along with a lot of other things. $NVDA is a bbq steakhouse. If the world wants beef 🥩, which restaurant would you invest in.
@The_AI_Investor That’s some serious girth right there.
@The_AI_Investor It’s not too late to stack $NVDA
@The_AI_Investor Amd operating margins at 1 percent and Nvda operating margins at 62 percent? Yea, Amd is definitely a threat.🤣
@The_AI_Investor Thanks for coming out $amd...now go home
@The_AI_Investor Super micro in trouble to gb200 is shipping in q4…. H200 isn’t going to just them it’s many players …. Amd is a short here ..
@The_AI_Investor One thing to be aware of in CPU/GPU... the leader can ramp excessive wafers when they own the market. laggards have to be careful & more conservative on wafer ramps because a market transition to the next platform can obsolete the contenders CPU/GPU overnight causing a write down
$NVDA JENSEN HUANG'S MASSIVE MIC DROP: "Our total cost of operations is SO GOOD that even when the competitors' chips are FREE, it's not cheap enough"
@The_AI_Investor I started with Perplexity over the weekend. Its really excellent! Am sticking with it.
@The_AI_Investor My portfolio would be loving it
@The_AI_Investor $NVDA 1100 min, and is the pure play AI over TSLA
@The_AI_Investor Thanks for sharing. So maybe the next Nvidia, is Nvidia?
$NVDA (100% of full position) Added final 25%, want to see if today is a healthy retest of 20ma. Closing matters. But gotta sleep soon.
$NVDA (75% of full, position trade) Congrats to all longs! I viewed big techs earnings $META $GOOGL $MSFT as an opportunity to add $NVDA (since they all mentioned $NVDA's GPUs to some extent) based on 5min ORB. FBO = Failed Break Out. In $NVDA context, it refers to the…
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