DDguy

Teaching this mf not to pee on the floor Its a challenge but other than that hes chill

New ATH $AMD

@De_belegger Cijfers blijven verbazen, demand indicators blijven ook sterk

NVIDIA levert opnieuw ijzersterke cijfers af. De chipgigant rapporteerde een winst per aandeel van $1,87, ruim boven de verwachting van $1,77, terwijl de omzet uitkwam op $81,6 miljard tegenover een consensus van $79,0 miljard. Dat betekent een omzetgroei van 85% op jaarbasis en een winstgroei van 131%. Aandeel staat -2%

4/4 Supply chain Supply chain The part people sometimes forget: Nvidia can’t magically scale this alone. This still depends on TSMC, HBM, advanced packaging, networking, data center capacity, power and cooling. Demand is clearly there. Now the question is whether the rest of the AI supply chain can keep up.

3/4 Margins + Big Tech demand Margins + Big Tech demand Margins still look very strong. GAAP gross margin came in at 74.9%, basically right around that 75% level. That tells us Nvidia still has serious pricing power. Big Tech is still spending, and Nvidia is still the main toll booth for the AI infrastructure trade.

$NVDA earnings are out. Beat, as most people expected. But with Nvidia now almost 8% of the S&P 500, this print still matters massively for the whole market. Quick simple breakdown of what stood out: 🧠 1/4

$NVDA EARNINGS ARE BEAT AS EXPECTED

Genuinly concerning news why it’s happening this fast

Let’s see how the market is gonna react after seeing the report

Full ported into purr-2:native after confusing it for purr-2:native initially Maybe I should actually have both

POSITIVE $NVDA EARNINGS EXPECTATIONS ARE ALREADY SPILLING ACROSS SEMIS. $ARM, $AMD AND $INTC ARE MOVING BEFORE THE NUMBERS EVEN DROP

@DeItaone Looks like they still breathing and that bitch of a strait is still closed

TRUMP: IRAN IS DECIMATED

@DeItaone Me when I present the solution after ruining it myself

TRUMP: WE NEED TO REOPEN THE STRAIT OF HORMUZ

$ARM and $MRVL heard Nvidia has earnings today and dressed accordingly

@visegrad24 Still bullish

A vehicle caught fire and subsequently exploded near the iconic Charging Bull statue in New York City's Wall Street district

@FirstSquawk Even more intense than litteraly already quite the insane demands

AMERICA HAS INTENSIFIED ITS DEMANDS REGARDING THE NUCLEAR ISSUE AND NAVIGATION SECURITY IN THE STRAIT OF HORMUZ

Connecting the dots ain't difficult here $NVDA $BABA

China added Nvidia’s gaming chip to banned list during Jensen Huang’s visit ft.trib.al/ZzQ7N40

@WheelerrDealerr Time to get chatgpt ahh reply guys with the most summary bot tweets you will ever read

for whatever reason, as of today i have close to 6000 followers: as such, i have found recently that my tweets are starting to get quite a few replies. therefore, i am exposed to the kind of 'reply guys' that plague the replies of larger accounts (albeit far less than the likes you see under people like gake and remus for example) and it really has occurred to me just how little effort many people use to try and communicate ideas on CT. if you're gonna shill a coin at least try and make it somewhat relevant to the tweet you are replying to, try and make it interesting or eye-catching or engaging. i cannot understand what compels someone to just spam the same shit again and again in the most noncontextual, devoid-of-any-creative-spark approach, and hope that it's going to have any impact on anyone lmao

This is my 9/11