jimpoppleton

@jzrdan Per Grok: The "purchase (buy)" in the original post is an error. In reality, Director Mark A. Stevens sold (S) 221,682 shares on March 20 through Third Millennium Trust (joint trustee with his wife).

@jzrdan Incorrect. He sold. Mark A. Stevens sold $38.5 million in shares of the AI chipmaker, according to a Tuesday SEC (Securities and Exchange Commission) filing. Stevens offloaded 221,682 shares in multiple transactions.

$NVDA director Mark Stevens bought $38M worth of shares at $175 per share. Bullish for AI.

@jzrdan Last night, there was at least 1 other post on X, falsely claiming he bought shares instead of selling them.

@woltz38230 @1CoastalJournal So, over the past year they have sold less than 0.8% of their shares.

@1CoastalJournal Nvidia executives over the past 12 months: sold over $1.7 billion in shares.

🚨AI 🫧 $SMCI 📉 - **Insiders sell record amounts** of stock at peak #Nasdaq on July 1, 2024. & since the stock has 📉 -50% drop - **Reports of fraudulent accounting practices** add fuel to the decline. The AI 🫧 is popping

@aceoptiontrades investor.nvidia.com/news/press-rel…

@aceoptiontrades What part of "NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed" don't you understand? The original press release: OpenAI And NVIDIA Announce Strategic Partnership To Deploy 10 Gigawatts Of NVIDIA Systems September 22, 2025

Nvidia $NVDA is in talks to invest up to $30 billion in OpenAI. This is less than their former talks to invest $100 billion. Hmm.

@TheProfInvestor The biggest misconception right now...The AI theme has already run full throttle

The biggest misconception right now is chasing the AI boom. The AI theme has already run full throttle for nearly two years. A pause or even a pullback - would be completely normal. NVIDIA ( $NVDA) could pull back another 10–15% and still remain firmly in an uptrend. That’s something worth understanding and accepting.

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@MBockenste10056 This SPAM is literally being posted thousands of times this morning. Over and over and over again.....

@FrameworkFri This is an utterly false statement. Did you even read the report? "MIT says ~95% of orgs are seeing zero return on $30–40B in GenAI spend."

Warning lights are flashing: MIT says ~95% of orgs are seeing zero return on $30–40B in GenAI spend. 40% of CEOs think the market is overinvesting. And after DeepSeek’s launch, Nvidia dropped ~17% in a day. These are check-writers talking.

I’ve been digging into the AI investment numbers. Microsoft, Meta, Tesla, Amazon, and Google put ~ $560B into AI infra in 2 years. Combined AI revenue? ~ $35B. That’s a 16:1 ratio. No healthy business runs on that for long. What this signals:

@CryptoReporrt If that was "just in", you are receiving your news about 5 hours late: Jim Cramer @jimcramer · 5h Own Nvidia, Don't Trade It!

JUST IN: Jim Cramer advises, “Own Nvidia. Don’t try to trade it.”

@tt3473asbi @Cobra_FX_ Nvidia also collaborates with Samsung and SK Hynix in South Korea to develop specialized processors and memory components, underscoring the global nature of GPU manufacturing.

@jimpoppleton @Cobra_FX_ Thanks mate. So Nvidia doesn't produce any GPU, right ? CUDA is the core value for Nvidia in my opinion, cause it's very powerful and hard to get that level for a competitor. Am I wrong ? Lol

Attention à ce compte qui semble bien informé mais qui est en réalité très partial, adore le French-bashing et le China-sucking. On va dire que c’est un biais de confirmation de ses choix d’expat’… Débunk tweet suivant.

@tt3473asbi @Cobra_FX_ Remember that Nvidia doesn't operate its own fabs; instead, it relies on industry partners to manufacture its GPUs. The most important of these partners is  TSMC, the world's leading chipmaker and the producer behind many of Nvidia's most advanced GPUs.

@tt3473asbi @Cobra_FX_ Nvidia GPUs are primarily made in South Korea and Taiwan. Modern graphics cards begin their life inside massive semiconductor fabrication facilities. These are highly specialized and ultra-expensive factories known popularly as "fabs."

@tt3473asbi @Cobra_FX_ Sorry this is in English: linkedin.com/pulse/cuda-pow…

@tt3473asbi @Cobra_FX_ Correct. "While Nvidia designs its chips and architecture, it doesn't fabricate or assemble its own hardware." Yes, no other GPU seller has anything close to CUDA. CUDA makes Nvidia's chips MUCH more valuable.

@tt3473asbi @Cobra_FX_ Nvidia makes/provides that software, "CUDA". en.wikipedia.org/wiki/CUDA

@Cobra_FX_ Désolé question bête mais si quelqu'un peut m'éclairer... je pensais que nvidia gérait le software qui interagit avec le hardware GPU qui, lui, est fabriqué par le taiwanais TSMC ? Nvidia produit aussi des GPU ?

@OuterMutant @his_eminence_j Grok, how many shares of nvidia stock has jensen huang sold in the past year, and how many shares does he currently own? Grok: Thought for 42s ...He sold 6,000,000 shares since Nov 11, 2024 ...most recent SEC Form 4 filing from Oct 29, 2025, shows (he owns) 851,983,603 shares.

@OuterMutant @his_eminence_j Um, uh, Over the previous 12 months, Nvidia CEO Jensen Huang has sold significantly less than 1% of his shares. He sold 6 million shares, and still has over 850 million shares.

$NVDA has been scamming you while their insiders have been dumping stock for months.

Make that 18

So far, this morning: 17 Nvidia Price Target increases, per marketscreener.com/quote/stock/NV…