Alex

$NVDA's Q3 earnings prove that they are now UNSTOPPABLE: • Overall revenue: $18.1 Billion, up 206% y/y • Datacenter revenue: $14.5 Billion, up 279% y/y • Earnings per share: $4.02, up 593% y/y 🤯 • $NVDA's P/E now lower than $TSLA or $PLTR And their run has just begun:

Just met @Jason! Huge fan of @theallinpod

@jediahkatz @cursor_ai Haha :) Cursor is a killer product and you should be proud of the work you’re doing.

@TickerSymbolYOU @cursor_ai Actually, NVIDIA is the one paying us :)

Cursor @cursor_ai just bought the most expensive ad spot on Earth

@mortier_martin @cursor_ai @grok I took this picture. It’s real.

@TickerSymbolYOU @cursor_ai @grok is it real ?

Just met Jessica Lessin, CEO of @theinformation Honored to be in the same room as an absolute legend in tech journalism!

Here’s @jimcramer doing his due diligence!

@InvestingVisual This chart isn’t what he said at all. $1 Trillion in revenue over the next 8 quarters, not 4

@canyoudugit8 @MlbnvaAI What

@TickerSymbolYOU @MlbnvaAI You going to lie about multimodal workloads like you did in October or are you ready to move off those lies

This is my $NVDA vs $AMD thesis in a single slide. $AMD is the gray line. You’re seeing the effect of them being 1.5 generations behind This is why they’re growing much slower than the AI market itself

@Mor34832Morgan That’s fine, I’ll take any discount I can get ;)

@TickerSymbolYOU And the stock goes down over $4 on the announcement. Still not enough to propel the stock.

BREAKING: $NVDA predicts over $1 TRILLION in revenues now through 2027

Jensen Huang: thanks to @openclaw, every company on earth now needs an Agentic AI strategy. Agents are the new computer:

$NVDA Feynman will be another huge step function in performance. They also just committed to a copper AND fiber roadmap for networking. Memory management is going to be another BIG part of the story. Lots of videos coming soon to detail what stocks will benefit the most

The Groq 3 LPU is going to blow the lid off $NVDA adoption in data centers. The economics of compute just changed big time. Mark my words.

@smn_Lebam It doesn’t matter because if it’s not $AMD then $AMD wasn’t even good enough to make the slide

@TickerSymbolYOU Are you sure its $AMD?

@Retired__at__49 Yes

@TickerSymbolYOU Does this strengthen your thesis regarding AI factories like $IREN?

@MlbnvaAI No, only if you’re trying to own the entire GPU market specifically. I always say if company 1 owns 90% of the market, you shouldn’t bother with company 2

@TickerSymbolYOU Yet on your YouTube channel didn't you in the last few months say that both of these were companies to invest in?

$NVDA CEO Jensen Huang says there have been 3 big moments for generative AI so far: • ChatGPT • Reasoning models • Autonomous agents What do you think will come next?

$NVDA puts $CRWV in the same bucket as AWS, GCP, and Azure

$NVDA x $PLTR partnership is growing fast