Jonathan

@amitisinvesting Beastmode 💪

$NVDA NVDA Q1 2026 EARNINGS: - Revenue reached $81.6B, +85% YoY - Data Center Revenue of $75.2B, +92% YoY - Announced a new $80B share buyback - EPS of $1.87, +135% YoY - Gross Margins of 75%, +14% YoY - Guiding for $92B in revenue for Q2 - Increased dividend from $0.01 per share to $0.25 per share JENSEN HUANG: “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed. Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

@FIREDUpWealth What an absolute beast of a business 👊👊👊👊

Nvidia press release $NVDA #earnings ⭐️ Q1 Non-GAAP EPS of $1.87 beats by $0.10. ⭐️ Revenue of $81.62B (+85.2% Y/Y) beats by $2.65B. ⭐️ Record Data Center revenue of $75.2 billion, up 92% from a year ago ⭐️NVIDIA $NVDA.NE announces $80.0 billion additional share repurchase authorization and increases its quarterly cash dividend from $0.01 per share to $0.25 per share ⭐️ “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed,” said Jensen Huang, founder and CEO of NVIDIA. “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.” Outlook NVIDIA’s outlook for the second quarter of fiscal 2027 is as follows:Revenue is expected to be $91.0 billion, plus or minus 2% vs consensus of $86.95B. NVIDIA is not assuming any Data Center compute revenue from China in its outlook. GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $8.5 billion and $8.3 billion, respectively.

@Ajarncom Glad you found the magic ✌️

"This was the Kazakhstan I came to see" - Tun. A photo thread on a day trip to Issyk Lake. #Almaty2026 🇰🇿

@nivi Totally

Memory in ChatGPT has gotten INSANELY good and nobody is talking about it. It shocks me daily.

@dannycheng2022 First 3 with #1 having grown wild over the last 10 years… I never trimmed. Risky but beneficial. AMD feels like a stretched but I still hold 😬

Semiconductor Forward P/E (as of May 10, 2026): $NVDA: 26.0x $AMD: 53.0x $TSM: 26.3x $AVGO: 38.0x $SMCI: 11.3x $ON: 33.2x $ASML: 39.0x $SMH (semis ETF) ~33-38x weighted avg. $SOXL is leveraged — no standard P/E. I own the first three — $NVDA, $AMD, and $TSM — and they make up the largest portion of my portfolios. I’ll continue holding and adding more if whales offer bigger discounts. How about you?

@JonahLupton Never count them out! Worked at HQ for years ….. they lost their way and will learn from mistakes 💯 Is this the bottom ? Gotta be close to it!

The collapse of $NKE is quite remarkable... down -70% from the highs... growth has flatlined... revenues peaked a few years ago... revenues down almost -20% since then... margins continue to get squeezed... gross margins are expected to fall below 40% for the first time in a long time. Looking at the charts... $NKE is approaching the .786 fibs from the dot com lows to the ATHs... back in 2021 the market cap was $270B and the stock was trading at 50x earnings... management was pretty stupid for not doing any acquisitions of emerging apparel and/or footwear brands... some of which are now crushing them. I will admit that $NKE is starting to look a little interesting at these prices... I think it's close to a bottom... however I think management has been dogshit for many years... it's now a turnaround story and I have no idea if Elliott Hill is the right person for the job... he's spent 30+ years at $NKE so I'm inclined to say he's not the right guy because he's been part of this sinking ship. $NKE still trades at 25x EPS which seem too expensive for a company with flat revenue growth and compressing margins... with that said... the sell side thinks EPS bottoms out in FY2026 at $1.50 per share and starts to improve... getting back to $2.50 per share in FY2028 which would be a 29% CAGR over the next 2 years which might justify the current P/E multiple. Anyone out there bullish on $NKE? if so, why? Can $NKE get back to top line growth and margin expansion? What will turnaround this company? Do you think Elliott Hill is the right person to fix $NKE? Please share any and all thoughts on $NKE -- this is a fun company to bash because they've done almost nothing right for 5+ years.

@adamkhootrader Exactly the same for me ! 90 days ago, Claude 4.6 , sell AMD 😂

4 months ago I uploaded my portfolio to Claude ( Opus 4.7) and asked it to recommend what to add/hold/sell I did not follow it’s recommendations , just wanted to see how it would play out The stocks and etf it told me to sell ended up performing the best 😂 Stupid Claude told me to sell AIPO, SOXX, FTNT and cut loss on UNH in January They are up 59%, 38% , 54% and 20% respectively since then Without them , my portfolio would be flat and not up almost 14% YTD

@FIREDUpWealth Profitability + some some noteworthy industry sells. Always hard as Meli feels “far away” to someone like $AMZN who you can touch and feel everyday

@findjonhere What were your concerns? I addressed mine in Discord. No time to reply with that info here.

🚨 The market refuses to crash… and I’m STILL a net seller. But these 5 stocks? I’m buying them right now….even in this environment. Here’s exactly what I’m adding (and why I’m trimming semis like AMD & NVDA while rotating into beaten-down software and high-conviction names): 1️⃣ ServiceNow $NOW — Value in software 2️⃣ Axon $AXON — Strong earnings, long-term target 3️⃣ Wingstop $WING — Broken stock, NOT broken business 4️⃣ Celsius $CELH — 138% revenue growth with M&A (I bought today) 5️⃣ Mercado Libre $MELI — Top-10 conviction name for the next decade Plus my full blueprint: position sizing,, trimming into strength, and the mental game most investors lose. 25+ years of experience distilled into one video. If you’re serious about buying stocks the right way in May 2026, watch this 👇 youtu.be/Kt3yaXUJ8lk

@FIREDUpWealth Trimming some $NVDA house shares … feels wrong 😬😬😬

Which stocks are you buying or selling today?

@cperruna If you had owned this for several years and didn’t believe in timing markets (purely because of time and expertise) you would still sell?

$MELI has been a great stock for so long but it's currently in a stage 4. Why not wait until the stage 4 ends, a stage 1 forms, the down sloping 200d ma flattens out and the price gets back over the 200d ma? Play the higher risk v reward odds vs trying to guess a bottom. No position.

@MarioNawfal I thought you said .. repeat. THE WAR IS OVER ???

🇦🇪🇺🇸🇮🇷 The Persian Gulf is on fire right now. In the last few hours alone: - US struck Bandar Abbas, Qeshm Island, and Minab - Iran fired back at US vessels off the UAE coast - Fujairah was hit 48 hours ago and Iran is still denying it - A US strike on an Iranian tanker in the Strait of Hormuz triggered missile fire at three American destroyers Then there's the subplot nobody is talking about enough. Saudi Arabia and Kuwait both pulled US airbase access as the fighting escalated. Six hours later, they quietly restored it. Gulf states don't want to be in this war. But they can't afford to be on the wrong side of it. That six-hour reversal shows exactly how exposed they feel. The Strait of Hormuz moves roughly 20% of global oil supply. Ships are now shooting at each other in those same waters. Source: NBC News

@FIREDUpWealth Thinking of trimming $AMD snd might trim $NVDA if it pumps before earnings 😬😬 only reason is portfolio management, just got crazy over 12 years!

Which stocks are you buying or trimming today?

@FIREDUpWealth Waiting for more $LLY 😎

🚀 Top 5 Stocks for the Next Decade The AI revolution is just getting started. Here are 5 top stocks to buy for the next decade, powered by massive tailwinds in semiconductors, cloud AI, and next-gen healthcare: 1. $NVDA – AI GPU kingpin 👑 2. $AVGO – Custom AI chips, cybersecurity, and more 3. $TSM – The foundry fueling it all 4. $MSFT – Azure + AI software powerhouse 5. $LLY – GLP-1 pharma rocket Which one are you most bullish on for the long haul? Drop your thoughts below! 👇 #Investing #Stocks #AI #LongTermGrowth #money

This is why you need $100,000 in $VOO S&P 500 as fast as possible… “People are going to have better lives, better retirement, their kids will inherit more money” - Warren Buffett

@FIREDUpWealth Noise

This is the kid moving markets by billions today. That should concern you. He wrote the WSJ article about OpenAI. The market needed any excuse to sell, and they got one. Don’t be a sheep. 🐑

@dannycheng2022 @TicTocTick lol

@TicTocTick x.com/tictoctick/sta…

$NVDA is now $5 trillion dollar company. It’s a cyclical stock. Soon it will be cut by 80%. My question is … where will this 4 trillion dollar in money go? Short sellers? The CEO? The brokers ? What happens to this money when stock is cut by 80%?

@Ajarncom Don’t want to assume that you using a free LLM account, Using a pro account at +- $20 monthly will allow memory and far better performance. The token cost per query on free accounts are way to costly for the AI labs they have to reserve the serious firepower under paid tiers

Me: Do I need to fill in a digital arrival card or any kind of immigration form when entering Kazakhstan? AI: Yes, the new digital arrival card was introduced in 2025, replacing the paper version (the TM6) Me: TM6? Aren't you confusing things with Thailand's arrival procedure. AI: You're absolutely right, Philip. Kazhakstan has no formal arrival requirements. Would you like me to..... Phil closes browser window. Join me next week for another edition of "Up Shit Creek Without a Paddle - Travels with AI"

@elonmusk 👀👀 might have to switch from @claudeai because wonderful PowerPoint plug in but HUNGRY 🤤 for tokens!

Plugins for Excel, PowerPoint, Word, … coming soon

@claudeai love you but really feel like last couple days, level of intelligence has fallen in outputs over the last week or more 💔