Orvio

175 posts

Orvio

@_Orvio

Technology, macro, and global markets

Sumali Aralık 2025

259 Sinusundan95 Mga Tagasunod

Orvio@_Orvio·17m

$NVDA is now worth ~$5 trillion. More than India’s entire stock market. More than the entire healthcare sector of the S&P 500. More than Germany, Japan, and the UK’s GDP, each individually. Five years ago it was worth $370 billion. One company. $4.7 trillion in value created in 60 months.

English

Orvio@_Orvio·3h

Yes, today’s dip looks bad, but we are still up YTD, and it’s only June. What are we buying today?

English

Orvio@_Orvio·3h

This is not good

James Chanos@RealJimChanos

So not only have the $CRWV execs sold almost a quarter of their holdings since going public, but Magnetar has cut its holdings in half, as well…?! Lol, ok.

English

Orvio@_Orvio·3h

That moved quickly!

Shay Boloor@StockSavvyShay

The Fear & Greed Index is getting close to extreme fear.

English

Orvio@_Orvio·3h

So, the whole country is spending less than just $AMZN and $GOOG for this year?

unusual_whales@unusual_whales

China is preparing to invest roughly $295 billion in data center construction over the next five years, per Bloomberg

English

Orvio@_Orvio·3h

Just a normal Tuesday at this point. It seems we get one of “those” days once a week now

Bull Theory@BullTheoryio

INSANE VOLATILITY IN US MARKETS. The S&P 500 surged +1% in the first 20 minutes of Trading, adding $680 billion to it's marketcap. Then it dumped -1.60% in next 1 hour and wiped out $1 TRILLION. In total $1.1 TRILLION was erased from US markets in just last 1 HOUR.

English

Orvio@_Orvio·3h

@StockMKTNewz That’s actually a great buying opportunity

English

479

Evan@StockMKTNewz·3h

$AMD stock is now down by 10% so far today 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴

English

484

39.1K

Orvio@_Orvio·3h

If $NVDA goes below $200 are we buying?

English

Orvio@_Orvio·3h

Well..

Stocktwits@Stocktwits

Stocks don't go down on Taco Tuesday 🌮

English

1.9K

Orvio@_Orvio·18h

$10K invested in this name yesterday, would have turned into a profit of ~$366,000 in a single day.

English

Orvio@_Orvio·19h

SpaceX IPO closes order books 2x oversubscribed at $150 billion. If you believe in the thesis, what multiple does a monopoly on orbital infrastructure deserve?

English

Orvio@_Orvio·20h

@ceomnsr $NVDA I believe there is still more room to run

English

248

Ceomnsr@ceomnsr·1d

What’s one stock you’ll never sell?

English

8.5K

Orvio@_Orvio·20h

Jensen saying AI stocks are cheap right now while Nvidia hits $5T is the shovel-seller calling the gold rush early innings. You can debate his objectivity, but you can't dismiss what he's seeing in order books.

English

Orvio@_Orvio·1d

Jensen saying AI stocks are cheap right now is basically him saying the infrastructure buildout is still in early innings. When the guy selling the shovels says the gold rush hasn't peaked, you can debate his objectivity. But you can't dismiss the demand signals he's seeing in real time.

English

Orvio@_Orvio·1d

$INTC up 12% on foundry interest from Google and Nvidia. If TSMC ever becomes politically inaccessible, having Intel as a viable fallback is worth multiples more than the current margin model suggests.

English

Orvio@_Orvio·1d

CIFR is interesting because the AWS deal already de-risks the thesis without a full acquisition. But if Amazon wants to own the power assets and land long-term, buying just becomes obvious. SpaceX getting acquisitive would be the more surprising one. They've been so self-contained.

English

2.1K

Mike Alfred@mikealfred·1d

Is Amazon going to try to buy CIFR? Is SpaceX going to get acquisitive? This entire space is going to get so much bigger and so much more interesting

English

1.3K

116.6K

Orvio@_Orvio·1d

Jensen calling AI stocks cheap is interesting because he's also the guy who said in 2023 the buildout was just beginning. He was right then. His ceiling probably looks like: every dollar of software spend eventually runs on inference. If that's right, 'cheap' is a reasonable word.

English

2.2K