🇨🇳🇷🇺Chinese leader Xi Jinping has reportedly held a personal phone call with Vladimir Putin and delivered a stern ultimatum.
According to sources close to the Chinese leadership, Beijing has shifted from a policy of neutrality to direct pressure on Moscow. China, which has for years remained Russia's principal economic and political partner, is now reportedly demanding immediate action.
The ultimatum is clear: Russia must begin a genuine withdrawal of its troops from Ukrainian territory as soon as possible.
If confirmed, this would mark an unprecedented move by Beijing and could significantly reshape the geopolitical landscape.
The Kremlin has not yet issued an official response.
@JEFETRADES The notion of dependence on just hyperscalers is outdated. Yes, Big Tech is building custom chips for inference—but Nvidia now splits its data center revenue 50-50. The new growth is driven by governments (Sovereign AI) and industry. They’re buying the complete CUDA package.
NOBODY IS TALKING ABOUT WHATS CHANGING🚫
$NVDA was the king of Semiconductors, it looks like that crown could be stolen by $MU VERY soon. The market is also pricing in weakness on Nvidia due to names like $AVGO signing custom chip deals with OpenAi
Dont get left in the dark👇
@Mr_Derivatives Another 4–5 weeks of this volatility, and we’ll be exactly flat or slightly down compared a year ago. Baffling, especially since memory stocks are trading so high primarily because of Nvidia. It’s a shame—a lost and disappointing year that, given the numbers, was unexpected.
Ieri notte mentre parcheggiavo abbiamo (con altri passanti) scoperto 5 gattini su uno scatolone, abbandonati vicino ai bidoni della spazzatura. Non ho potuto fare a meno. Oggi è entrato a far parte della famiglia. BENVENUTO ❤️
@Barchart And for the memory chip bulls: SK Hynix and Micron are essentially NVIDIA's extended production lines in the HBM sector. If NVIDIA sneezes...
@BullMarketBoss For a company at the centre of the computing revolution, that borders on madness. But: don't let the high analyst price targets mislead you. Those who are touting them have been selling for months, which is why we're back well below $200.
$NVDA
-The forward PE is 20.02
-The PEG is 0.44
Let those numbers sink in. For a generational, hyper growth tech leader anchoring the AI infrastructure shift, a forward multiple in the low 20s is absurdly reasonable.
But a PEG ratio under 0.50? That is the real indicator. It means Nvidia’s explosive earnings growth is completely outrunning its stock price.
This isn't about chasing short term daily momentum anymore. This is a rare fundamental window to build and add to a high-conviction position.
When a long term compounder trades at a steep discount to its own growth rate, you don't overthink it. You map it out, scale in consistently, and let time do the heavy lifting.
This is how generational wealth is actually built
@Barchart That everlasting $185, where it's been stagnating for almost a year. For a company at the centre of the computing revolution, that borders on madness. Don't let the high analyst price targets mislead you. Those who are touting them have been selling for months.
@CapitalObserver Nvidia's has a 20-year CUDA advantage. Billions of lines of code depend on it; switching would stifle AI research. Furthermore, Nvidia's networked supercomputers are far more flexible than rigid ASICs. As long as efficiency is paramount, Nvidia remains the unavoidable bottleneck.
When $NVDA had everyone by the balls, every company came up with an alternative for GPUs. The idea that the richest, most technologically advanced companies in the world will just pay insane prices for a commodity product forever
A woman noticed her dog acting strange every time she turned her back, so she started recording. Sure enough, the camera caught him doing it every single time. What could he possibly be up to?
@UniofOxford Above all, the fact is that we are not prepared for this—neither in terms of infrastructure nor in terms of our way of life, and certainly not in terms of the way we practice agriculture.
Why does this #heatwave feel so intense? 🥵
The Smith School’s Dr Mireia Ginesta explains how prolonged heat, high humidity and warm nights make extreme temperatures harder for our bodies to cope with - and why climate change is making heatwaves more frequent and severe.
@Mr_Derivatives It's a great company, but the stock is behaving weirdly, detached from fundamental data. As a result, it's no longer an attractive investment.
🌡️⚠️ Bon sang. L'humidex a franchi le seuil de danger à seulement 13h entre la Bretagne, les Pays-de-la-Loire, la Basse Normandie et la Touraine.
Une exposition prolongée, notamment pour les personnes fragiles, en extérieur peut être létale.
Au-delà du seuil de 54, une exposition de quelques minutes en extérieur peut provoquer un malaise.
@Blickch Die meisten schaffen es nicht einmal, 300 Meter mit konstanter Geschwindigkeit zu fahren, gepaart mit viel zu nahem Auffahren, keiner Voraussicht, Lückenhüpfen und angeborener Ablehnung des Reissverschlussverfahrens führt das genau zu der entsetzlichen Fahrweise, die wir haben.
Autofahrerinnen und Autofahrer stehen in der Schweiz immer öfter und länger im Stau. Neue Zahlen zeigen eine massive Zunahme. Das Strassennetz stosse vermehrt an seine Kapazitätsgrenze, heisst es beim Bund.
brnw.ch/21x3w2m