Compound_Alpha
4.2K posts
Hedge funds and Wall Street ran $Nvda up this morning to $227 so they could dump all the calls they had on!!!! @jimcramer @TheJudgeCNBC @HalftimeReport @Downtown @TheCompoundNews @smartertrader @RedDogT3
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The hedge funds ran Nvidia up this morning so they could sell all the calls they had on. Lol
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@unusual_whales @grok how long will it take a spacecraft to travel to Mars?
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"SpaceX is a $1 trillion monster built to colonize Mars," per FORTUNE
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@MikeLongTerm Then why are they using $arm CPU’s in Vera Rubin?
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$AMD shareholders when Jensen $NVDA said we have 100-200k Agents total now and we will have Billions of Agents on Q1 2026 Earning Call.
Meaning Jensen is seeing 10,000-100,000x demand for CPUs. and AMD has the best CPUs in the world!
Meaning CPU:GPU Ratio is much higher than 1:1. In the 5-20-30:1 long term!
Jensen ended the earning call, this is Agentic AI Era, and everyone needs CPUs.
This perfectly proved all the researches I put out for years on @AMD now.
@MikeLongTerm called it again!
Mike@MikeLongTerm
$AMD shareholders just realized that $AAPL only need 35k(2nm) wafers per month(WPM) to meet its flat YoY Iphone and Macbook demand. Where TSMC 2nm is expanding toward 140k WPM toward end of 2026 and expected to accelerate to 220-240k+ WPM by 2027 to service AMD J-curve growth. And @AMD won't have to compete for 2nm allocation until late 2027 from $AVGO 2nm allocation for mostly $GOOGL and $META. Read more below if interest full analysis.
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@munster_gene You’re gonna be pissed when it’s $350 and you sold already
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CFO says they have sight to $20B of CPU revenue this year. That means it will be about 5% of revenue from basically zero last year.
My take: The CPU story is nice but doesn't move the needle. $NVDA
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@munster_gene Jensen said we are growing share in inference very very quickly and are bringing on a very significant amount of capacity for Anthropic at AWS, Azure and CoreWeave and until recently our share of Anthropic was zero.”
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$NVDA call just ended. Stock drifted down an additional 1% in the final minutes (now down 1.5%) as investors were hoping for some new nugget on growth.
The $20B CPU nugget just wasn't enough.
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@munster_gene Jensen - “We are growing share in inference very very quickly…we are bringing on a very significant amount of capacity for Anthropic at AWS, Azure and CoreWeave and until recently our share of Anthropic was zero.” Growth will be much higher!!!!
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Digging deeper into the $NVDA numbers: The comment "We have strategically secured inventory and capacity to meet demand beyond the next several quarters." is the same verbiage they used last quarter.
That says they are not, and not expecting to be supply or production constrained.
In other words, the growth rates we see are the real growth rates.
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Notre Dame's 2027 football schedule with one opponent TBD:
Purdue
at Michigan State
Auburn
Kent State
Georgia Tech
at Wake forest (in Charlotte)
at Clemson
Virginia Tech
Navy
BYU
at Stanford
That's the easiest slate of the Marcus Freeman era so far.
on3.com/teams/notre-da…
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@altcap @GavinSBaker Jensen said NO ONE can compete with $NVDA and they will do at least $1 trillion in sales/orders for its AI hardware platforms through 2027. How is the stock down? Makes no sense.
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Nvidia’s “AI hyperscaler” revenue grew 191% YoY in the April quarter ex China (effectively all hyperscaler).
Broadcom has guided to 143% YoY growth for their AI segment in their next quarter.
Interesting.
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@charliebilello Jensen said no one can compete with them. And they will do $1 trillion in the one segment. How is this stock down?
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Nvidia Q1 revenues surged to a record $82 billion, up 85% over the prior year. Their revenue projection for Q2 2026 is $91 billion, which would be a 95% YoY increase. Net Income hit a record $58 billion, up 211% YoY. Net profit margins rose to 71%, an all-time high. $NVDA
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@RealJimChanos A lot of insider people and Wall Street are going to get extremely rich.
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What if $meta and others cut cap ex this quarter and announce on the upcoming earnings? @TheJudgeCNBC @Downtown @TheCompoundNews @HalftimeReport
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@FoxNews Lying scum! No, they don’t want to make a deal, they know you’re desperate and going to lose the midterms if they keep the strait closed and oil prices stay high!!!
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Massie is going to lose. Jewish manipulation and control of our government can no longer be denied.
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