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matthew stevick
5K posts
matthew stevick
@nvdamatthew
‘the ai trade original gangster’ early retired broker and cfp® (merrill, jpm, wells) 20+ yrs. villanova 2005. concentrated nvidia 2018-now amazon 2015-2021.
wall street انضم Temmuz 2025
224 يتبع543 المتابعون
Jensen name-dropped me in the keynote and posed with our belt.
He has a physical belt too but they just showed the pic
Intially I made fun of the 35X perf improvement being bogus, I thought it was an exaggeration of performance
Turns out he was sandbagging, and perf is 50x
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Online peer pressure is a terrible thing
tae kim@firstadopter
I had zero interest in this sweater, but you guys going nuts over it is giving me some FOMO.
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Pod will be a banger. All Jensen all the time - from GTC!
Up soon…
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@StockMKTNewz @fiscal_ai just got off the call, all systems are go
🚦🟢
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@firstadopter gotyam. what a clearly historic time we are enjoying.
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@TrendSpider haha that’s the game my friend!
good mu earnings call, all systems are a go
🚦🟢
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$MU Massive earnings beat and stock is down 1.5%
TrendSpider@TrendSpider
$MU MASSIVE DOUBLE BEAT ~EPS: $12.20 vs $9.21 est ~REV: $23.86B vs $19.93B est 🟩 +1.89%
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@dylan522p congrats on gtc 2026 keynote jensen shout out. thats forever.
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I'm the author of the first chapter in the book, "Teaching Sand to Think"
Julia kicked ass with this book, it's visually stunning and has so many awesome contributors
Arena Magazine@arenamagdotcom
Announcing our first book: Silicon A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time. 384 pages. Almost five pounds. Preorders open now, shipping in May: arenamag.com/silicon
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My gameplan for $NVDA
Buy at $170.
Hold for the next decade.
Minimum target for the next impulse is $230.
$355 is my personal target for this move.
I see a lot of people who think $NVDA is a conservative play in todays market.
It's not.
It's actually the cheapest MAG7, if you really take into perspective how their pipeline looks.
$NVDA is literally the backbone of future tech.
They are literally controlling the entire tech evolution.
- Quantum
- Space
- Robotics
- FSD
- Photonics
- AI
They have become way more than just a chip-company.
And most people haven't noticed.
I believe this has the potential to deliver another 5x from here.
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Micron $MU announced that its 12-high HBM4 36GB is in high volume production for Nvidia’s $NVDA Vera Rubin platform, along with its 192GB SOCAMM2 modules.
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I have so much gratitude to people who wrote extremely complex software character-by-character. It already feels difficult to remember how much effort it really took.
Thank you for getting us to this point.
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