Jim Cramer

Nvidia breaking the pattern of opening up and then reversing and going down. Today it went down from the get go and then goes lower.... could it be the opposite today?

MU -i would sell MU if AMAT and KLA and LAM were pumping out equipment.. It isn't like that though. I would sell it if Sandisk, WDC and STX were ramping capacity but they aren't. That's why when the smoke clears you buy not sell

You figure they have to try to break the moving average at least once or twice..

Very oversold...

Down opening..at last for semis... we have had up openings and they have all failed

Everyday Americans are given opportunities to lose money every day in everything these days

Contrast these LNG stories from overseas with what Jeff Martin from Sempra said last night on @Madmoney. The world has changed when it comes to nat gas... We still can't find enough places to store all we have. the rest of the world is desperate for it.

I don't think there was anything Micron could have said that would have sent the stock higher, so stop puzzling. That's they cycle talking...It was an amazing q. But people don't want them to spend to keep sending eps higher. That's unrealistic

It is not unusual for a stock like Micron to have a blow off top only to come back a few weeks later.. it is not worth freaking out about...

He will be remembered as The Man Who Would Not Take The Bait

@AnishA_Moonka Policy Wonk

September 2009. Jensen Huang walks onto a small stage at the Fairmont hotel in San Jose. About 1,500 people are in the room. He runs a company that makes chips for video games. He spends the next 8 minutes doing math on a whiteboard, explaining why the future of computing won't come from making CPUs faster. He calls it "CEO math" and apologizes in advance to every computer science professor in the audience. Then he lays out an argument that almost nobody took seriously at the time: the way to make computers dramatically faster is to pair a regular CPU with hundreds of tiny parallel processors, the kind that already exist inside graphics cards. One CPU for the sequential stuff. Hundreds of GPU cores for everything else. He calls it "heterogeneous computing." He shows the math. A workload that can be split into many pieces at once gets up to 200x faster on this combined system. A workload that has to run one step at a time loses nothing. "The most important thing in creating a new architecture," he says, "is to make sure it does no harm." This was the first GPU Technology Conference. NVIDIA had launched a software platform called CUDA three years earlier, in 2006, to let developers write programs that run on graphics cards instead of just regular processors. Almost nobody cared. GPUs were for rendering Call of Duty, not for scientific computing. The academic world was polite but skeptical. The enterprise world ignored it entirely. By this point, Huang had been making this argument for years. NVIDIA was a $7 billion company. It competed with AMD and Intel for market share in the graphics market. That was the whole business. Jensen kept saying the GPU wasn't just a gaming chip; it was a computing platform. He kept saying parallel processing would reshape every industry from medicine to finance to physics simulations. People kept nodding, then doing nothing. Then deep learning happened. Around 2012, AI researchers discovered that training a neural network, which means teaching a computer to recognize patterns by running the same calculation millions of times across huge datasets, was exactly the kind of workload Jensen had been describing. GPUs can train AI models 10 to 50 times faster than CPUs. The architecture he outlined in this 2009 talk, with one CPU handling step-by-step tasks while hundreds of GPU cores crunch through massive amounts of parallel data, is now the literal blueprint for every AI data center on earth. ChatGPT runs on NVIDIA GPUs. Claude runs on NVIDIA GPUs. Gemini, Llama, Midjourney, nearly every major AI model you've heard of was trained on NVIDIA hardware using CUDA, the software platform Jensen built for a market that didn't exist yet. NVIDIA was worth about $7 billion when Jensen gave this talk. It is worth over $4.4 trillion today. That's a 600x increase. Jensen Huang, who founded the company at a Denny's in 1993 with two friends, now has a net worth of over $160 billion. He made Forbes' list of the 10 richest people for the first time this year. GTC 2026 is currently ongoing. 17,000 people are packing a hockey arena to watch the same guy explain what comes next. In 2009, 1,500 people showed up at a hotel ballroom, most of them for gaming graphics.

Abbvie is usually a great bounce back stock .. might be interesting. and JNJ will be up today if oil stabilizes

not in the numbers

PPI shouldn't be this much of a market mover... lots of extraneous factors..

The dream team at GTC!

Western Digital is now a $100 billion company. And to think that my fund owned 4.9% of it. But that was ages ago. Odd that it and seagate and micron can keep climbing and Nvidia is stalled..

Honestly, Nvidia has become a value stock... sigh

THE Nvidia robotics guy!! Deepu is the best and an ⁦@Eagles⁩ fan! He REALLY bleeds green.

Jennifer and Sara with the Nvidia swag!!

Options traders pinning Nvidia at $183?