the chip guy

NVDA是一个火箭。 立帖为证。 马上要起飞了。直接奔着翻倍去的。

美国财政部长贝森特表示：未来数日内，我们可能会解除对滞留在海上的伊朗石油的制裁。这批石油约有1.4亿桶，相当于10至14天的供应量。这些原本由伊朗输往中国的石油，将被我们用来压低油价，以支撑当前的军事行动。我们手中还有很多筹码。

NVDA 这就来了。 是因为打了伊朗的油田嘛？

@Balder13946731 这就来了

中国授权 $NVDA的H200销售。 这都不涨吗？🦆🦆

🙌 Andrej Karpathy’s lab has received the first DGX Station GB300 -- a Dell Pro Max with GB300. 💚 We can't wait to see what you’ll create @karpathy! 🔗 #dgx-station" target="_blank" rel="nofollow noopener">blogs.nvidia.com/blog/gtc-2026-… @DellTech

Barclays latest note on Nvidia 👇🏻 PT: $275 $NVDA

@Balder13946731 不会涨，因为被拿捏住了，马上就去海关突击了。 今天授权，明天反悔。 后天辱华。

@jukan05 This news is useless. Wait for it. China can say something like: Approved but with a limit per company. Approved but only effective until . Approved but only if the Chinese company could fulfil certain conditions. Approved but …

Chinese authorities approve Nvidia's H200 AI chip sales, source says -RTRS

@The_AI_Investor If there is a stoc that can track FUD on NVDA. i.e. The more FUD on NVDA the higher it goes I will consider that stock.

Stock picking feels meaningless at certain points. This feels like one of those times. What’s the point of looking at any stock other than $NVDA? I can’t think of any. Sure, you can play small or mid caps for higher potential upside, but that comes with higher risk. Does anyone have any better stock than Nvidia at a similar risk profile ?

@The_AI_Investor That’s the signal China wants to talk to trump. But china will change once Trump doesn’t want to meet them

Jensen told CNBC that NVIDIA now has clearance from both sides to export the H200 to China. “We have received purchase orders, and we’re in the process of restarting our manufacturing. That’s new news for all of you, and it’s different than it was two weeks ago or three weeks ago, but that’s our condition today ... and our supply chain is getting fired up.”

I will only consider sell covered call on my NVDA position once it passes $270 At this point. I will only buy call and hold the stock. Then I can sleep well

#Breaking Nvidia CEO on China: "We have received purchase orders, and we're in the process of restarting our manufacturing. And so, so that's new news for all of you, and it's different than it was two weeks ago or three weeks ago" 1/2 $NVDA

说实话。 当很多自媒体觉得自己对英伟达的观点需要别人付费的时候。 我还真的有点担心了

@Midnight_Captl @dylan522p At this point you have to believe AMD need to buy cerebras . Training, inference throuput, inference speed . Gotta pick one to be good at..

Another thing that happened yesterday is @dylan522p unblocked me (thx Dylan). I apologized for coming at him so aggressively back whenever that TPU article came out I plan to grow in this space considerably, and I truly am a big fan of his, so makes no sense having any beef 🥂

@StockMKTNewz AMD

What is 1 word Jensen Huang will 100% NOT say today?

Guys there’s really so much insane stuff happening today I don’t mean to hype it up but prepare to have your socks completely blown off by Jensen The level of execution by the company at the moment is just simply on another level $NVDA

@heyitsyashu @grok give me the transcript of this clip

Professor Jiang Xueqin calls AI one big scam and delusion… I used to respect his views but now I realize he’s got no clue about anything

@danielnewmanUV Gotta push this announcement out fast. Since once Jensen released their next LPU based accelerator, no one cares about this AWS partnership

$AWS partnering with Cerebras to scale inference. I expect to see more similar partnerships as Cerebras inference economics look very good. 💪🏻

@The_AI_Investor Technically it is not a war.. since Iran’s missile can’t reach America, all they can do is to put some drones and cause the scene, but no real damage. And America never tell the agenda/end goal of this operation. So basically the war is ok to end if they want.

Interesting that Putin and Xi have been relatively quiet about the Iran war. A few diplomatic statements calling for ceasefire, but nothing close to escalation. A classic strategic principle often attributed to Napoleon: “Never interrupt your enemy when he is making a mistake.” If the U.S. gets dragged deeper into another Middle East conflict: → Global attention shifts away from Ukraine → Oil prices rise, boosting Russian revenues → U.S. military bandwidth gets stretched → Washington focuses less on the Indo-Pacific Meanwhile China and Russia don’t need to fire a single shot. Of course, neither wants Iran to completely collapse, that would remove a useful geopolitical partner and risk chaos in global energy markets. It’s not hard to imagine Russia and China quietly helping Iran with intelligence and drone-related support, enough to keep the war going, but not enough to trigger direct confrontation.

@danielnewmanUV Rubin will bring NFLX to $0

$NVDA Blackwell era ushered in Opus 4.6, Perplexity Computer, ChatGPT 5.4. Imagine what the Rubin era brings us? The pace of innovation and disruption will continue to accelerate at an exponential rate. 👏🏻🚀

@Midnight_Captl how about let Jensen pump NVDA beyond $270 before June 14th, Trump's birthday!

I think I’m ready for GTC Going to try to make some 🔥 video content of GTC which we’ve basically never had Hope you enjoy 🙏 $NVDA