#aistockswhatnext
Everyone's repeating "Nvidia says chip sales will double next year." That's not actually what they said.
What really happened: on Aug 26, Nvidia's CFO guided ~70% revenue growth for FY28 and called it "supply-constrained" — not a doubling. The "double" language came from Jensen Huang describing unfilled customer demand, and he repeated a looser version of it on Sept 17 without saying if he meant units or dollars. Small difference, but it's the difference between a company forecast and a hype quote.
The move itself is real, just narrower than it looks. Chips fell ~6% on Sept 14 after Anthropic's Amodei called to "pace" AI development (Altman and Musk backed him). The Fed hiked two days later. Then Sept 21–22, Nasdaq closed at back-to-back records — but more stocks hit new 52-week lows than new highs the same session. That's a bounce, not a breakout, at least so far.
Trump's "AI Force" (Sept 19) still has no budget or structure, and the "25% of GDP" line has no source — worth knowing before you see it repeated as fact everywhere.
My stance: bullish on the chip leaders' actual earnings, cautious on chasing this specific spike. $NVDAB #AIStocksWhatNext $VTHO $NVDA.US
Everyone's repeating "Nvidia says chip sales will double next year." That's not actually what they said.
What really happened: on Aug 26, Nvidia's CFO guided ~70% revenue growth for FY28 and called it "supply-constrained" — not a doubling. The "double" language came from Jensen Huang describing unfilled customer demand, and he repeated a looser version of it on Sept 17 without saying if he meant units or dollars. Small difference, but it's the difference between a company forecast and a hype quote.
The move itself is real, just narrower than it looks. Chips fell ~6% on Sept 14 after Anthropic's Amodei called to "pace" AI development (Altman and Musk backed him). The Fed hiked two days later. Then Sept 21–22, Nasdaq closed at back-to-back records — but more stocks hit new 52-week lows than new highs the same session. That's a bounce, not a breakout, at least so far.
Trump's "AI Force" (Sept 19) still has no budget or structure, and the "25% of GDP" line has no source — worth knowing before you see it repeated as fact everywhere.
My stance: bullish on the chip leaders' actual earnings, cautious on chasing this specific spike. $NVDAB #AIStocksWhatNext $VTHO $NVDA.US