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Ruby Stocks

Ruby Stocks

@rubystox

Investor

New York, NY 加入时间 Ocak 2025
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Ruby Stocks
Ruby Stocks@rubystox·
$NVDA Yotta Data Services is targeting a massive $1B investment to fuel its AI cloud expansion. Why this matters: 1. Yotta is Nvidia’s primary partner in India 2. Cloud CapEx = GPU Orders 3. Beyond "planning" - the checkbook is opening to buy compute. "🚀 cnbctv18.com/technology/yot…
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Ruby Stocks
Ruby Stocks@rubystox·
Friday’s signal: Yields cooled 📉 (bullish!) yet $NVDA lagged. Long weekend is over, zero bad news, & funds holding cash after de-risking for the holiday will deploy it before 2/25‘s ER.⏳ Safety trade is done. The scramble to re-risk starts Tuesday! 🚀 cnbc.com/amp/2026/02/16…
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unusual_whales
unusual_whales@unusual_whales·
"This year is the year of the Horse. So, it's gonna be a very good year," CEO of Nvidia has said.
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Ruby Stocks
Ruby Stocks@rubystox·
Elon dropping a "Jensen is great" endorsement on a Sunday? 🐂 The timing of this tweet isn't an accident. The pre-earnings pump starts now. $NVDA to $200. Lock it in. 🔒🚀 @elonmusk @TechEmails
Elon Musk@elonmusk

@TechEmails This email is a follow-up to an earlier conversation I had with Jensen asking about obtaining the first DGX. Jensen is great.

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Elon Musk
Elon Musk@elonmusk·
@TechEmails This email is a follow-up to an earlier conversation I had with Jensen asking about obtaining the first DGX. Jensen is great.
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Ruby Stocks
Ruby Stocks@rubystox·
$NVDA locks in a new Taipei HQ with a 50-year commitment 🔒 Physical expansion = Expectation of massive future growth They are cementing their dominance near TSMC right before the Q4 report drops. The setup for earnings just got even more interesting 🚀 finance.yahoo.com/news/taipei-ho…
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Ruby Stocks
Ruby Stocks@rubystox·
$NVDA VP Vance just confirmed a massive $4B AI project in Armenia: 50,000 NVIDIA GPUs & full Blackwell architecture by 2026. 🇦🇲🇺🇸 This is the "Sovereign AI" thesis in action. Nations are building their future on Nvidia. Earnings Feb 25 - the run-up starts Tuesday!
Ruby Stocks tweet media
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Ruby Stocks
Ruby Stocks@rubystox·
Japan isn’t just buying AI - they’re building a $65B national fortress with $NVDA. 🇯🇵 PM Takaichi’s 2026 budget 4X’s AI funding, making it permanent infra. From SoftBank’s Blackwell clusters to robotics, the "Sovereign AI" wave is a multi-year monster. 🚀 wsj.com/world/asia/jap…
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Ruby Stocks
Ruby Stocks@rubystox·
$SMCI double beat: +123% YoY revenue growth. 🚀 The real story? They raised FY26 revenue guidance to $40B+. 📈 The read-through is crystal clear: AI infra demand is accelerating. Guess whose silicon powers those racks? 🟢 Blackwell is in full flight mode and $NVDA is the engine⚡️
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Ruby Stocks
Ruby Stocks@rubystox·
$UNH unfortunately, capitulation is in full effect. +55M shares traded today, such a massive institutional flush 🚽 With the 2026 2% revenue decline and members shrinking by 2.5M, the Aug 2025 lows of $234 are the next logical magnet. Better to preserve some capital 🔪🩸🩸🩸🔪
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Gabz 🇪🇺
Gabz 🇪🇺@gabz_investing·
$UNH The plan is clear
Gabz 🇪🇺 tweet media
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Purdy Investor
Purdy Investor@PurdyInvestor·
Do not buy $UNH today. Complete falling knife and they are in the bullseye of the USA administration. Massive hit last night at market close from Trump. Down really bad now on the pre market. I will give this one a few days to play out and might nibble around $250 or so. Thoughts guys?
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Ruby Stocks
Ruby Stocks@rubystox·
Jensen Huang is on the ground in China for a high-stakes Diplomatic Tour 🇨🇳. Key meetings with ByteDance, Alibaba, & Tencent as well as senior government officials aim to break the H200 customs deadlock. With a $50B market back on the table, $NVDA is coiling for a massive week 🚀
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Mike Investing
Mike Investing@MrMikeInvesting·
$NVDA is positioned within a bullish falling wedge heading into the Santa rally week… It’s clear that $NVDA is ready to reclaim its crown and dominate the market yet again. This is a warning for all the $NVDA bears out there. $250+ is incoming very soon. Mark my words…
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Ruby Stocks
Ruby Stocks@rubystox·
@DavidSacks @business $NVDA explained in their ER that they are working on and “committed to continued engagement with the US and China governments and will continue to advocate for America's ability to compete around the world”. US ✅ & looks like China is agreeing to H200 sales to their hyperscalers
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Bloomberg
Bloomberg@business·
China has figured out the US strategy for allowing it to buy Nvidia's H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports bloomberg.com/news/articles/…
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Ruby Stocks
Ruby Stocks@rubystox·
$NVDA 🇨🇳 AI Race Update: China's MIIT is set to approve H200 for top hyperscalers (Alibaba, Tencent, ByteDance, Baidu). WHY? The performance gap is undeniable. Huawei's best chip, the Ascend 910C, is 30% slower than the H200 with significantly less memory asiatimes.com/2025/12/china-….
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Henry
Henry@HenryInvests·
Officially a college grad, onto the next chapter!
GIF
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Ruby Stocks
Ruby Stocks@rubystox·
$NVDA China’s ByteDance (TikTok), Alibaba, Tencent, and Baidu will be huge customers of H200 GPUs in 2026. This is net NEW revenue for Nvidia. Major banks will raise their price targets in the coming days. My prediction is $300 in H1, and $400 within 12 months. $BABA $TCEHY $BIDU
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