David

@CapitalObserver Nvidia's has a 20-year CUDA advantage. Billions of lines of code depend on it; switching would stifle AI research. Furthermore, Nvidia's networked supercomputers are far more flexible than rigid ASICs. As long as efficiency is paramount, Nvidia remains the unavoidable bottleneck.

When $NVDA had everyone by the balls, every company came up with an alternative for GPUs. The idea that the richest, most technologically advanced companies in the world will just pay insane prices for a commodity product forever

@wildfreakouts Dog's possessed.

A woman noticed her dog acting strange every time she turned her back, so she started recording. Sure enough, the camera caught him doing it every single time. What could he possibly be up to?

@JamesMelville The current heat wave in Europe is historically intense and is caused by an omega weather pattern, not by El Niño.

El Niño effect. 1976 & 2026.

@UniofOxford Above all, the fact is that we are not prepared for this—neither in terms of infrastructure nor in terms of our way of life, and certainly not in terms of the way we practice agriculture.

Why does this #heatwave feel so intense? 🥵 The Smith School’s Dr Mireia Ginesta explains how prolonged heat, high humidity and warm nights make extreme temperatures harder for our bodies to cope with - and why climate change is making heatwaves more frequent and severe.

@ThinkinEnglis She jogged along the forest path. Through implies moving directly inside or penetrating the middle of a dense area.

Most people get this wrong. 😬

@Mr_Derivatives It's a great company, but the stock is behaving weirdly, detached from fundamental data. As a result, it's no longer an attractive investment.

$NVDA under $200. Oh boy…

@MsVeilMoney At around $235. Nowhere near 300.

Where do you see $NVDA in a year? 🤔 1. $300 2. $150

@meteovillages Il est plutôt rare que la Provence soit la région la plus fraîche de France.

🌡️⚠️ Bon sang. L'humidex a franchi le seuil de danger à seulement 13h entre la Bretagne, les Pays-de-la-Loire, la Basse Normandie et la Touraine. Une exposition prolongée, notamment pour les personnes fragiles, en extérieur peut être létale. Au-delà du seuil de 54, une exposition de quelques minutes en extérieur peut provoquer un malaise.

@Blickch Die meisten schaffen es nicht einmal, 300 Meter mit konstanter Geschwindigkeit zu fahren, gepaart mit viel zu nahem Auffahren, keiner Voraussicht, Lückenhüpfen und angeborener Ablehnung des Reissverschlussverfahrens führt das genau zu der entsetzlichen Fahrweise, die wir haben.

Autofahrerinnen und Autofahrer stehen in der Schweiz immer öfter und länger im Stau. Neue Zahlen zeigen eine massive Zunahme. Das Strassennetz stosse vermehrt an seine Kapazitätsgrenze, heisst es beim Bund. brnw.ch/21x3w2m

@TheCleanCarClub Title: How not to do it.

Car deep clean

@LeContempIateur Quimper 😍

Nous sommes en 2026 après Jésus-Christ. La canicule a conquis presque toute la Gaule... Toute ? Non ! Un petit village d'irréductibles Gaulois résiste encore et toujours à l'envahisseur... 🔥

@2Dinu83028 Cute, but unfortunately the kitten has an eye infection in its right eye.

Gente con buen corazón.❤️ #AdoptaNoCompres

@TrendSpider If Nvidia continues at its current level for another 1–2 months, its year-over-year growth will only be about 13%.

Magnificent 7 One-Year Returns 🔥 $GOOG +109% 🟢 $AAPL +50% 🟢 $NVDA +45% 🟢 $TSLA +22% 🟢 $AMZN +13% 🔴 $META -18% 🔴 $MSFT -21%

@ListerLawrence Wrong.

I’m not an EV hater, but the problem with EV’s that no one talks about is: When the range gets to 0 in an EV the car just stops. In some cases they can’t even be pushed… When the range gets to 0 in a Petrol or Diesel car, you have a built in grace period of 30-40 miles that isn’t shown on the car’s trip computer. Thus range anxiety doesn’t exist in an ICE vehicle. Why don’t EV’s do that?

@BullTheoryio Same old crap with every new chip. Doesn't affect Nvidia's dominance in the slightest.

🚨 AMAZON MAY BE ABOUT TO DECLARE FULL SCALE WAR ON NVIDIA. Amazon is exploring selling its in-house AI chips, including AWS Trainium, directly to data centres and enterprise customers. Amazon runs a three chip AI stack: Trainium for training, Inferentia for inference and Graviton CPUs for general compute. Trainium has been restricted to AWS infrastructure until now, the reported plan would extend availability to external buyers. This would mark Amazon's shift from a cloud provider using custom chips to a vertically integrated AI compute supplier, offering both cloud services and the hardware that powers them. Nvidia's business model depends on every company needing to buy GPUs from Nvidia, regardless of which cloud they use. If Amazon starts selling Trainium directly to data centres, a company no longer needs AWS or Nvidia. They can buy Amazon's chips and run them on their own infrastructure. That removes Nvidia from the transaction entirely. Amazon's Trainium AI accelerator has already attracted major customers including OpenAI, Anthropic and Uber, all accessing it via AWS. Anthropic has committed to up to 5 gigawatts of current and future Trainium capacity. OpenAI has agreed to about 2 gigawatts. These are workloads that would otherwise likely run on Nvidia GPUs. Amazon said in April that the Trainium chip has generated over $225 billion in revenue commitments. Trainium2 has largely sold out. Trainium3 began shipping at the start of 2026 and is nearly fully subscribed. Much of Trainium4, still about 18 months from broad availability, has already been reserved. That level of demand shows real customers are choosing Trainium over Nvidia GPUs even while restricted to AWS only. Andy Jassy said in his April shareholder letter that the chip business is generating roughly $20 billion annualized across Trainium, Graviton, and Nitro, growing at a triple-digit percentage rate year over year. He said that if the chip business sold externally the same way Nvidia does, it would represent a $50 billion annual run-rate business on its own. Peter DeSantis, the AWS executive overseeing the chip effort, confirmed the talks, citing demand for AI compute to stay under local control, especially Europe's push for sovereign infrastructure. He dismissed concerns about cannibalizing AWS cloud revenue, citing heavy underconsumption of AI compute industry-wide. This follows Alphabet's move in April, when CEO Sundar Pichai said Google would start making its TPUs available to outside data centres through a limited customer program. Two of the three largest cloud providers on earth are now independently moving to sell their own AI chips outside their own cloud walls. That is the part that should worry Nvidia most. It is not one competitor. It is the entire hyperscaler layer simultaneously deciding they no longer need to be Nvidia's customer exclusively. Nvidia is still the dominant force today. Data center revenue rose 92% year over year to a record $75.2 billion last quarter, and Amazon itself remains one of Nvidia's largest customers, committing to deploy more than 1 million Nvidia GPUs starting in 2026. The two largest cloud companies on earth are now actively building the infrastructure to compete with Nvidia directly, using customers Nvidia currently depends on.

@dunyasalbilim Tooth extractions should be avoided whenever possible in orthodontics, as modern treatment methods increasingly focus on preserving healthy teeth and correcting malocclusions using other methods (slicing).

Diş çekiminden kusursuz hizalanmaya: Diş tellerinin ardındaki mühendislik.

@Gerashchenko_en Moscow's weather forecast for the upcoming days: Terrible smog, accompanied by shitstorm.

It is the largest oil refinery in Moscow. Or rather, it was. 🔥

@MaximalesD Dem können Sie gelassen entgegensehen.

Kunde will NUR nen Ölwechsel Ich stelle fest, dass der Zahnriemen überfällig ist und weise ihn darauf hin Kunde nennt mich Abzocker Kunde bekommt NUR den Ölwechsel Kunde wird ne Woche später mit Motorschaden eingeschleppt "DARAN SIND SIE SCHULD! SIE HÖREN VON MEINEM ANWALT!" 🫩

@alyonapopova For some reason, nobody wants to go to Russia. That should give you food for thought. But everyone wants to go to supposedly terrible Europe and annoying America.

Путин считает, что Запад «вымирает и вырождается», а Россия «выбирает жизнь» Население за годы правления Путина: 🇺🇸 США (+67 млн) 2000 год: 282 млн 2026 год: 349 млн 🇪🇺 Европа (+36 млн) 2000 год: 499 млн 2026 год: 535 млн 🇷🇺 Россия (-4 млн) 2000 год: 147 млн 2026 год: 143 млн

@StockSavvyShay @fiscal_ai Accelerated computing is far more than just AI. Reducing it to AI ignores that GPUs and related technologies have been improving our lives for years: breakthroughs in medicine and climate research, real-time graphics and digital twins, efficient energy and financial systems.

$NVDA is trading near its cheapest valuation in a decade. You’re paying a market multiple for the core compute engine of the entire AI economy powering the largest infrastructure buildout in history.