UltimeDeus

@InvestFreedom05 bought some $NVDA $TER $MRAM

What stocks are you guys buying today? And why? I bought $100 of $VST and 1 share of $IONQ.

@Mr_Derivatives what a shitty day $NVDA $TER $MRAM

$NVDA 6 red days in a row. $META 6 red days in a row. Cmon bulls, don’t you know the $QQQ is at all time highs!

@StockMKTNewz $MU - 800$ $MRAM - futur $NVDA - 250$ $TSM - 450$ $TER - 450$ 👍

Micron $MU stock is up another 5% to start trading today 🟢🟢🟢🟢🟢

@TheProfInvestor $MU $MRAM $NVDA $TSM $TER 👍

Just when you thought $MU was done it goes up another 150% Approaching my long term target today. Its been a wonderful show from this one 💯

@tesla_teamx nop

I really do think Intel will get to $1 trillion valuation ($200/share) this year, easily. -Musk/SpaceX Tera Fab -Anthropic/OpenAI deals -Samba Nova acquisition -ARM IFS deal The question now, will it get to $2 trillion TSMC valuation.. yes. $INTC

@aakashgupta $NVDA has still the best technology and ecosystem , everyone on earth wants their products , TPUs are limited in their use and consume a lot of power, whereas GPUs are much more versatile. Nvidia is still the best and will stay the best for sure

Google passed Apple for the #2 spot in January. Four months later it sits $230 billion behind NVIDIA, with NVIDIA earnings on May 20. The options market is pricing a 30% chance Google is the most valuable company on Earth by May 22. NVIDIA stock has fallen after four of its last five earnings reports. Compare the two head to head and the trade explains itself. NVIDIA generates roughly $130 billion in annualized revenue. Five hyperscalers buy more than half of it. Microsoft, Meta, Amazon, Google, and Oracle. Four of those five fund programs designed to replace NVIDIA. Microsoft Maia. Meta MTIA. AWS Trainium. Google TPU. The biggest customers and the existential threats are the same names. Google generates roughly $440 billion in annualized revenue across Search ($89.6 billion in Services last quarter, Search alone up 19%), YouTube ($9.88 billion last quarter), Cloud ($20 billion at +63% YoY), Android, Workspace, Waymo, and TPU sales to Anthropic and Meta. The customer base is the internet. NVIDIA's margin profile is a single product cycle priced at perfection. Operating margin near 64%. Forward P/E around 35x. The number assumes Blackwell sells out, Rubin sells out, and the same five buyers stay buyers. Google's margin profile is 36% operating, revenue growing 22% YoY for the 11th consecutive double-digit quarter, trading near 22x forward. Cloud operating income just tripled from $2.2 billion to $6.6 billion in a year. The remaining performance obligations backlog nearly doubled in three months to $460 billion. That backlog is contracted revenue. Then the chip layer. Google designs its own silicon. SemiAnalysis pegs the seventh-generation TPU, Ironwood, at 44% lower TCO than NVIDIA's GB200 in a finished rack. A single Ironwood superpod links 9,216 chips at 42.5 exaflops. Anthropic locked in 1 million TPUs and 5 gigawatts of capacity. Meta signed a multibillion-dollar lease. DA Davidson models TPU as a $900 billion business for Google long-term. The structural picture. The five hyperscalers paying NVIDIA $80 billion a year each include Google. The same five are now paying Google for TPUs. Google is on both sides of the AI tax. NVIDIA is on one. Catalysts compound from there. The Wall Street Journal just reported OpenAI missed internal revenue and growth estimates. NVIDIA's market cap dropped from $5.26 trillion to $4.85 trillion in three sessions. The single-vendor concentration in NVIDIA's customer book is showing up in the chart. Cisco was the most valuable company in the world in 2000, selling networking gear to a handful of telecom buyers. ExxonMobil held the seat from 2007 to 2011, selling one commodity. Both lost it within a decade. Google has the chips, the model, the cloud, the data, the distribution, and the user base. Cisco sold gear. ExxonMobil sold oil. Google sells the stack.

@wallstengine nothing new , we already know that

$NVDA CEO Jensen Huang said Nvidia now has “0%” market share in China 🇨🇳 and argued U.S. export policy has “already largely backfired.”

@The_AI_Investor $MU is clearly the most attractive

Semi stocks from $200B to $1T market valuation: What stock will perform the best from now?

@JUST_KAWS $800

$MU Do you see $500 or $600 coming first?

@MoInvestingHQ $NVDA then $META if i've got some money left , all other are too expensive

Mag 7 forward P/E after a big week of earnings $META - 19x $MSFT - 22x $NVDA - 21x $AMZN - 33x $GOOGL - 31x $AAPL - 31x $TSLA - 194x Are you buying any at these valuations?

@DeepIceValue maybe they will for few weeks/month but at the end of 2026 $NVDA will still be first for sure

As I expected $GOOG will overpass $NVDA for the biggest company in the world.. It is just 5% away from doing that..

@The_AI_Investor $NVDA $MU $TSM $TER should be all +5-10% following hyperscalers/memory earnings past days

Does $NVDA deserve to trade at a discount?

@imnotharsh people buy $NVDA and $MU

If you aren’t buying the dip here, I genuinely don’t understand what you’re doing. $INTC

@StockSavvyShay @brewmarkets $NVDA is a stock valued at $300 that is currently trading at $199 $MU is a stock valued at $1000 that is currently trading at $510 $TSM is a stock valued at $500 that is currently trading at $396 $SNDK is a stock valued at $1500 that is currently trading at $1000 it's all cheap

THE S&P 500 JUST HAD ITS BEST MONTH SINCE NOVEMBER 2020

@Mr_Derivatives Yet another good indication that the market is full of idiots.

After hrs: $MU -2.5% $STX -3% $WDC -6.5% $SNDK -7.5%

@Mr_Derivatives Idiots fear about TPU , competition against Intel/Broadcom and they panic sell , Now all we have to do is wait for it to reach $250 . Market is completly full of morons , even with great double beats and great guidance next earnings i'm sure nvidia will loose -15% ...

$NVDA nearing a 10% drawdown from Monday’s after hrs $219 peak. Well that escalated quickly.

@TicTocTick intel is shit compared to Nvidia

Would love sell off … NVDA down big too. I think NVDA is questioning how much is this GPU buying sustainable .. I like Intel more over NVDA (now 200) Yes I like Intel here even at 80. I gave Intel at 20. Room plz confirm . This $25 call was 1 dollar now 100!

@kevinxu $NVDA lost 300-400B in few days from nothing , no specific news , all hyperscalers maintains or increases their capex , total nonsense , $GOOG can thanks all the low IQ mass selling $NVDA

$GOOG is one green candle from #1

@amitisinvesting It maintains/increases capex, but $TSM, $NVDA, and $INTC are in the red while $AVGO is green. It's lacking in memory; $MU is red and $SNDK and $WDC are green. It's completely nonsense, you'd think the market was full of idiots.

what type of pump and dump are the market makers doing with big tech today after earnings 😂 $META worst day since October 2025 $MSFT back to $400 $AMZN quickest $14 reversal I’ve ever seen $NVDA taken down below $200 looks like $GOOGL is the market’s favorite holding onto it’s +5% pretty crazy swing from yesterday

@Mr_Derivatives $INTC overvalued , $NVDA undervalued

$NVDA -10% last few day. $INTC +10% last few days. 🤷‍♂️