Bas van Es

$NVDA - ANALYST RAISES NVIDIA TARGET TO $275 ON AI DEMAND SURGE Susquehanna analyst Christopher Rolland raised his price target on NVIDIA to $275 from $250, keeping a Positive rating ahead of the company’s May 20 earnings report. Rolland expects stronger results and guidance as demand for NVIDIA’s AI chips continues to surge. He said major cloud companies are sharply increasing spending on AI infrastructure, while NVIDIA’s Blackwell and Rubin platforms could generate around $1 trillion in revenue by 2027. The analyst also highlighted strong growth in AI networking and gaming GPUs, though he warned profit margins could face pressure later as Rubin launches. Despite China export restrictions, he said NVIDIA still has one of the biggest long-term growth opportunities in tech.

BoE Gov. Bailey: Markets are getting ahead of themselves in assuming rate rises

@BreakerBakerX @KobeissiLetter So the real question is… what r u gonna do?

@BasvanEs1 @KobeissiLetter It can hint at the open… not dictate it. If tokenized holds 5500 into reopen, gap up odds rise… … if it’s back near 5300, expect a smaller gap or a fade. The real tell is the first 15–30 min… sold or absorbed?

BREAKING: Tokenized gold prices surge to a high of $5,494/oz as the US and Israel strike Iran and Iran retaliates. Traditional gold markets remain closed for 34 more hours.

@BreakerBakerX @KobeissiLetter But tokenized gold keeping the 5500 level will mean traditional markets will open with an big gap up right? Tokenized gold is now back down to 5300 if it stays at that level till traditional market opening will that mean the gap is till 5300 or it will follow the same pattern?

@KobeissiLetter Remember weekend tape is a liar. Tokenized gold is doing price discovery while futures are shut. Thin liquidity and wide spreads means exaggerated prints. The real test is the reopen when size shows up. Does spot hold the gap… or fade it?

@kvng_chi @KobeissiLetter If that’s true will traditional market gold prices go down like as it does now in tokenized markets? How does one invest best in tokenized gold, which broker r u using?

@KobeissiLetter When traditional markets open Monday, gap up to match tokenized prices will be violent. This proves crypto’s value for 24/7 trading during geopolitical chaos.

@kvng_chi @KobeissiLetter Tokenized is now back down to 5314 does that mean on traditional markets gold will open with a big gap and then go down instantly?

@KobeissiLetter Tokenized gold spiking to 5494 while traditional markets closed shows crypto filling liquidity gap during crisis. 34 hours until regular gold markets open means price discovery happening in crypto first.

@KobeissiLetter How does one invest in tokenized gold prices? A crypto exchange like?

@KobeissiLetter So the big question? What japanese stocks to invest in?

Japanese markets are making history: The correlation between the Japanese Yen and the Topix stock index just flipped positive for the first time since 2005. This means both the Yen and Japanese stocks are rising together, a rare historical signal in this market. The shift comes as the Yen has strengthened +1% against the USD over the last year while the Topix index has rallied +38%. Historically, such a pattern has typically occurred during secular bull markets like Japan in 1982-1990, Germany in 1985-1995, and China in 2000-2008. Keep watching Japan.

We need more power: Global data center power demand is now expected to rise to a record 1,596 terawatt-hours by 2035. That would mark a +255% increase from 2025 levels. The US is set to remain the leader in consumption with a +144% surge in demand over this period, to 430 terawatt-hours. China's demand is projected to rise +255%, to 397 terawatt-hours, while European demand is expected to surge +303%, to 274 terawatt-hours. New data centers coming online between now and 2030 will need more than 600 terawatt-hours of electricity. This is enough to power ~60 million homes. AI growth will be contingent on generating more power.

@TheMetalCharts @KobeissiLetter Why? We first have NY open and then ASIA

@KobeissiLetter All eyes on the next Shanghai Open! metalcharts.org/shanghai

BREAKING: Silver prices surge over +6%, now back above $85/oz.

@KobeissiLetter It prolly goed down during NY session cause the dollar is going up because of the average hourly earnings, non farm employment change and unemployment rate folders. Who else thinks it will hit asian highs?

@UnjolyRoger @HamzaMOEgal @MothinAli Nothing all his votes and money are going to the muslim community building mosques and they hate gays, even more than rapists and murderers following the Koran

@HamzaMOEgal @MothinAli He doesn’t appear to be standing up for the lgbt community, what is his stance on that community? What is he doing to promote pre pride month?

Mothin Ali, For Deputy, For You We must never stand by and be passive participants whilst the country is being divided and ruined. We need to listen, empathise, and communicate with the ordinary person on the street. It's too important, there's too much work to do. I can no longer sit on the sidelines, so I'm running to be deputy leader of the Green Party #Mothin4Deputy #ThePeoplesDeputy #HeroOfHarehills

@HamzaMOEgal @MothinAli A stand of allahu akbar? I don’t know if you are muslim but he’s pretty much going to put all his votes and money to green causes like building mosques

@WesternJournalX @grok explain what this means for the sale of Teslas EVs

BREAKING: President Trump Signs Measure Blocking Newsom and California's Ban on New Sales of Gas Cars

@TrumpDailyPosts @grok explain what this means for Tesla stock

President Trump News Community - BREAKING

@TrumpDailyPosts A decline in GDP

This is Biden’s Stock Market, not Trump’s. I didn’t take over until January 20th. Tariffs will soon start kicking in, and companies are starting to move into the USA in record numbers. Our Country will boom, but we have to get rid of the Biden “Overhang.” This will take a while, has NOTHING TO DO WITH TARIFFS, only that he left us with bad numbers, but when the boom begins, it will be like no other. BE PATIENT!!! From Donald Trump Truth Social 04/30/25 09:13 AM

@unusual_whales On which platform can u buy stocks of recently IPOed companies or see their launch date?

This is unbelievable. WeBull, $BULL, IPOed on Friday. Today, its stock is up 378%.