Ken Peluso
710 posts

Ken Peluso
@kenpeluso
Fractional CTO and lover of two insanely beautiful children & a beautifully insane wife.
Columbia, MD Katılım Mayıs 2009
364 Takip Edilen259 Takipçiler


The Intellionaire Ep. 32 - EU CHIPS Act 2.0
The first stage the next EU CHIPS Act comes out next week (27th May) - How might $INTC benefit from the €20Bn budget?
open.substack.com/pub/intelliona…

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IM BACK! 🚨
Took a quick break from socials. Been busy with life and our new puppy.
Back to full send in the Tropics this week and damn it felt incredible.
My goal is to prove I’m nothing special. Just a few critical tweaks can make your trading go nuclear.
I've been breaking down how I manage positions for maximum returns while making risk the priority.
Massive wins this week on $DELL, $IONQ, $ARM, $ASTS, $IWM, $SPX
Here's the link for those that feel like learning with the team! ko-fi.com/TheTropics

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Ken Peluso retweetledi

$NVDA | 𝐍𝐕𝐈𝐃𝐈𝐀 𝐐𝟏 𝐅𝐘𝟐𝟕 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $81.6B (↑ 85% YoY) | GAAP EPS: $2.39 | Adjusted EPS: $1.87 | Buyback: $80B
👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ NVIDIA announced an additional 𝐝𝐨𝐥𝐥𝐚𝐫 𝟖𝟎𝐁 share repurchase authorization without expiration.
➤ Quarterly cash dividend increased from 𝐝𝐨𝐥𝐥𝐚𝐫 𝟎.𝟎𝟏 to 𝐝𝐨𝐥𝐥𝐚𝐫 𝟎.𝟐𝟓 per share.
➤ Returned approximately 𝐝𝐨𝐥𝐥𝐚𝐫 𝟐𝟎𝐁 to shareholders via repurchases and dividends.
➤ Introduced 𝐍𝐕𝐈𝐃𝐈𝐀 𝐕𝐞𝐫𝐚 𝐑𝐮𝐛𝐢𝐧 AI platform and Vera CPU for agentic AI.
➤ NVIDIA Dynamo 1.0 boosts generative and agentic inference up to 𝐭𝐢𝐦𝐞𝐬 𝟕𝐱 on Blackwell GPUs.
➤ Expanded partnership with 𝐆𝐨𝐨𝐠𝐥𝐞 𝐂𝐥𝐨𝐮𝐝 for AI and Blackwell GPU deployments.
➤ Strategic collaboration announced with 𝐌𝐚𝐫𝐯𝐞𝐥𝐥 on NVLink Fusion and silicon photonics.
➤ Signed multi-year agreements with 𝐂𝐨𝐡𝐞𝐫𝐞𝐧𝐭, 𝐂𝐨𝐫𝐧𝐢𝐧𝐠 and 𝐋𝐮𝐦𝐞𝐧𝐭𝐮𝐦 for optics innovation.
➤ Released NVIDIA DLSS 4.5 and previewed 𝐃𝐋𝐒𝐒 𝟓 neural rendering technology.
➤ Expanded autonomous vehicle partnerships with 𝐇𝐲𝐮𝐧𝐝𝐚𝐢, 𝐊𝐢𝐚 and 𝐔𝐛𝐞𝐫.
➤ BYD, Geely, Isuzu and Nissan are building 𝐥𝐞𝐯𝐞𝐥 𝟒-ready vehicles on DRIVE Hyperion.
➤ Partnered with telecom leaders to advance 𝐀𝐈-𝐧𝐚𝐭𝐢𝐯𝐞 𝟔𝐆 wireless networks.
👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:
“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.”

Hardik Shah@AIStockSavvy
$NVDA | NVIDIA Corporation, Q1-2027 Earning Report
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Ken Peluso retweetledi

Why send data to the cloud when a robot can think for itself? 🤖
Robotics pioneers like Sensory AI, Circulus, and OversonicR are shifting to Intel Core Ultra Series 3 to enable inference-first workloads. By combining the CPU, GPU, and NPU on one piece of silicon, these robots process the traditional controls system along with vision and language locally. This means zero latency, better privacy, and the ability to operate entirely offline.
See how the new standard for edge AI is hitting the floor at COMPUTEX 2026: ms.spr.ly/6015vpOy3




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Ken Peluso retweetledi

$ASML CEO says first High NA EUV chips expected within months on logic and memory.
That's $INTC and #SKHynix
reuters.com/business/asml-…
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Market opens red. Options flow disagrees on 2 names.
$AAPL -0.4% → P/C vol 0.13. Pure call buying
$GOOGL -1.6% → Heavy calls into a put wall. Clear divergence
$SPY put/call OI: 4.65. The hedges are real
Built a real-time options sentiment scanner on @Public's API. Every data point - quotes, chains, prev close is live

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@unusual_whales JFC how many ways are you going to say this today?
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@QuantKaz LFG! I caught it for 70%. Gotta get myself to KAZ level to 10x 🤣
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FOCUS ON LESS 🚨
Hit 3 mega trades on the same stock this week.
Very basic TA.
Not so basic returns.
Cheers $QCOM , $INTC


Kaz@QuantKaz
What’s been my secret to success in this market? • Themes • Relative strength • Buying pullbacks into key areas • Position management Staying focused on those core elements has been huge for me. Yes, the market has been in full rip mode… but I still see traders struggling because they think everything is “too extended.” Meanwhile, strength continues to reward patience and execution. Largest returns for me this week: $QCOM $NVDA $ASML $ORCL Shoutout @BullSharkCharts for keeping the Tropics dialed in on $QCOM. A lot of members got paid today.
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@InvestWithTimmy @TheRonnieVShow For $149.99/mo he’ll tell you. 🤣
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Ken Peluso retweetledi

Xynth can now scan the stock market for you 24/7 !
Simply describe what you want monitored in plain English.
Under the hood, we wire Claude Opus 4.7 + Python to 3,000+ live market endpoints to build your custom alert.
The workflow lives in the cloud, hunting your setup the moment it hits.
As part of this launch, we're giving free access to the top 5 most profitable alerts built so far.
RT + comment "Xynth" below to get access ↓
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