WhatdaRo

@stevenfiorillo Such a good opportunity to build wealth with $NVDA and $HOOD. Buy and hikd

So I bought more $NVDA yesterday. In my opinion the TAM is growing, their profitability and growth is discounted and I believe there will be a rebound in the future. NVDA trading at 20.86 times this years earnings, 15.57 times next year and 13.02 times the following year earnings is cheap in my opinion. Below is the video where I discuss my decision to add to my position.

@oguzerkan Thiel dont understand the long game of nvda…hint, it’s not just GPU…

Peter Thiel says the quiet part loud: AI chips will get commoditized. This is why I avoid $NVDA. It made an immense amount of money marking up its GPUs by 10x and others had to pay as alternatives weren’t good enough. Now they are getting good enough. $AMD has already caught up with $NVDA in hardware performance, and ASICS are proving unexpectedly competitive due to their efficiency. $GOOG trained Gemini 3 solely on TPUs, and Anthropic is running a significant part of its training and inference workloads on Trainium clusters. As alternatives become even stronger, $NVDA margins and volumes will erode, and profits will shift from hardware to the application layer.

@nicksortor TSA are uneducated ppl who are the worst at security and think they hold a powerful position. Bro, ur just an annoying security guard. Ur all going to be replace with AI scanners anyways.

🚨 BREAKING: A whopping *400* TSA agents have now RESIGNED due to Democrats withhold their paychecks Agents have been seen leaving airports with boxes of DONATIONS to get by Democrats keep cashing THEIR paychecks, while SCREWING OVER TSA agents making $50K Disgusting.

@benitoz @AltimeterCap @altcap Wall Street has always been so dumb with the future of tech. Just like them old congressman on captioal hill questioning tech ceos. They have no clue

@AltimeterCap @altcap People think CUDA is replaceable. Nvidia just sells chips. And Ai is a chatbot. We are so early. Too bad Wall Street doesn’t get it lol

Wall Street has Nvidia growing at 7% by 2029. Brad (@altcap) put the number directly to Jensen. Jensen: "They just don't understand the scale and the breadth of AI."

@MarketWatch No. The market, the streets, the algo traders are all being dumb and stupid. I hope all the shorts get short squeezed

Nvidia’s stock just displayed a bearish signal. Is the AI star losing its shine? trib.al/19OpfhD

@honeymoon250 To spread ur legs and eat that pussy for breakfast

Why

@jennyGold0 It dies

We want to know what happens

@r0ck3t23 @SSCTechnologies @SSCTechNL but SsNC is too damn cheap to give their development team licensees to AI tool but demand for them to use Ai. The Rahual and Bill stone is ass backwards.

Jensen Huang just gave every CEO on the planet a single number to judge their engineering team by. Not lines of code. Not features shipped. Dollars burned in compute. Huang: “If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. And this is no different than one of our chip designers who says, ‘Guess what? I’m just gonna use paper and pencil. I don’t think I’m gonna need any CAD tools.’” Half a million dollars in salary. Five thousand dollars in token spend. That ratio should be keeping every hiring manager awake tonight. It means your most expensive engineer is solving problems by hand that a machine could close in seconds. You are paying Formula 1 money for someone pedaling a bicycle. Huang is not suggesting engineers use more AI. He is saying if they are not consuming massive volumes of inference, your organization has a structural failure it has not diagnosed yet. And if you are the engineer in that seat right now, the math is staring directly at you. Your value is no longer measured by what you can build alone. It is measured by how much machine output you can direct, evaluate, and multiply. The ones who refuse to let go of the keyboard are pricing themselves out of the conversation. Calacanis pushed him on what this looks like two or three years out. Huang didn’t give a forecast. He eliminated three assumptions the entire industry still plans around. Huang: “‘Wow, this is too hard,’ that thought is gone. ‘This is gonna take a long time,’ that thought is gone. ‘We’re gonna need a lot of people,’ that thought is gone.” Too hard. Gone. Too long. Gone. Too many people. Gone. Every planning conversation in every boardroom in the world is built on at least one of those three constraints. Huang just declared all three obsolete. Huang: “This is no different than in the last Industrial Revolution somebody goes, ‘Boy, that building really looks heavy.’ Nobody says that. Everything that’s too big, too heavy, takes too long, those ideas are all gone. You’re reduced to creativity.” The Industrial Revolution made it absurd to say an object was too heavy to move. This moment makes it absurd to say a problem is too complex to build. Once you saturate your workforce with enough inference, the only bottleneck left is the quality of the idea itself. Not the team size. Not the timeline. Not the technical difficulty. The idea. That is all that is left. Huang: “In the past, we code. In the future, we’re gonna write ideas, architectures, specifications. We’re gonna organize teams. We’re gonna define how to evaluate the definition of good versus bad. And I think that every engineer is gonna have a hundred agents.” The engineer of the next decade does not write code. They write intent. They define what good looks like. They architect the problem. They evaluate the output. They direct a hundred agents executing in parallel across every layer of the stack. The companies still hiring engineers to manually write syntax are staffing a typing pool in the age of the printing press. The engineer’s job is no longer to build. It is to command.

@Neccccy Yes

Agree? Yes or No?

@glam_queenn Accidents do happen…hahha

CAN YOU ? 🤔

@realMaalouf Totally agree. These are not immigrants…they are invaders and do not assimilate…they come and ruin the country and demand things like open prayers in a country that is not theirs

Japanese woman says she doesn’t want Pakistani immigrants in Japan because they are inbred, have low IQs, and are disproportionately more likely to be rapists. Do you agree with her?

@BullMarketBoss The streets are always wrong on tech

$NVDA Rosenblatt just crowned Nvidia king with a $325 target, seeing a 77% upside. Analyst Kevin Cassidy sees a 1T revenue haul through 2027 as Blackwell and Rubin take over. Nvidia is dominating inference with Vera Rubin, crushing custom silicon. While the Street sits at $268 average price target, Rosenblatt’s $325 call bets on total software and networking dominance. Bullish

@trevhesinvests Wishful thinking

No brainer prices to add to these stocks (Pt. 2): 1. $NVDA @ $144.35 2. $MELI @ $1,324.52 3. $NFLX @ $74.78 4. $SHOP @ $96.07 5. $IREN @ $32.75 6. $RKLB @ $49.56 7. $ASTS @ $58.76 8. $HOOD @ $50.19 9. $PLTR @ $80.46 10. $GOOG @ $232.88 Thoughts?

@MikeVee_ @dee_bosa She reported on it and how others were calling the end…not her herself. U might want to rewatch that clip hahaha

@dee_bosa I remember you reporting about OpenSeek and how it was the end of $NVDA.

Jensen Huang doesn't need a new chip. He needs a new moat. Nvidia's most ambitious move from GTC was NemoClaw --a free, open-source AI agent platform designed to keep every company dependent on Nvidia's computing power, even as the chip competition heats up Nvidia is becoming an operating system. The market is still pricing it as a chipmaker. w/ @jaswu_

@dee_bosa The market has always been behind the curve with innovations and revolutions. They are not smart moneys. lol.

@ksorbs Lock all them rapist up for life. No parole. They ruined a little girls life forever. They should pay forever.

Three boys face are being tried as adults and are accused of vioIently r*ping a 12-year-old girl. They allegedly held her down and stuffed rocks in her mouth so she couldn't scream Animals

@AmericanaMama_ If you look like that and ur kids are hitting ppl at school, wtf are you doing at home?

Nah fam

@terhyc Stock

I'll only say this once. This might be the fastest way to accumulate $1,000,000 before 2027: Buy before March 23. Current price: $8.27 Target price: $140 This company is developing next‑generation AI semiconductor interposers, designed to enhance high‑performance computing systems such as those from NVIDIA and IBM. Just hit like + follow, and leave a comment saying ‘STOCK’. I’ll DM you the details.

@Nascent_Market @Ric_RTP Ur losing ur job..hav fun lol

@Ric_RTP What was Jensen supposed to say, that his technology is taking people’s jobs? Get real.

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

@davidtayar5 @SquawkCNBC @davidfaber @JoeSquawk @PJHORNAK @annerajb @DivesTech 💯💯💯

JPM’s latest note on Nvidia 👇🏻 PT: $265 $NVDA