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$NVDAB NVIDIA remains one of the strongest companies in the AI industry. Its biggest advantage is its combination of high-performance GPUs, CUDA software, networking, and complete AI infrastructure.
Financial Strength
NVIDIA reported $81.6 billion in Q1 FY2027 revenue, up 85% year over year, while net income reached $58.3 billion. Data-center compute revenue alone was $60.4 billion, showing that AI infrastructure remains the company's main growth engine.
Growth Drivers
Rapid expansion of generative and agentic AI
Strong demand for Blackwell and upcoming Rubin platforms
Increasing AI infrastructure investment by governments and cloud providers
Growing opportunities in networking, robotics, automotive, and sovereign AI
NVIDIA is also expanding its AI infrastructure partnerships globally, including major projects in Japan, Korea, and Europe.
Risks
The main risks are high expectations/valuation, competition, supply constraints, customer concentration, and U.S. export restrictions—particularly involving China.
Overall View
Business outlook: Very strong. NVIDIA has a leading position in AI computing and continues to deliver exceptional growth. However, investors should remember that a great company can still be an expensive stock. For a long-term investor, NVDA is attractive primarily when its valuation is reasonable relative to its expected growth.
#NVIDIAGTC24 #NVIDIABlackwell #Nvidia's
Financial Strength
NVIDIA reported $81.6 billion in Q1 FY2027 revenue, up 85% year over year, while net income reached $58.3 billion. Data-center compute revenue alone was $60.4 billion, showing that AI infrastructure remains the company's main growth engine.
Growth Drivers
Rapid expansion of generative and agentic AI
Strong demand for Blackwell and upcoming Rubin platforms
Increasing AI infrastructure investment by governments and cloud providers
Growing opportunities in networking, robotics, automotive, and sovereign AI
NVIDIA is also expanding its AI infrastructure partnerships globally, including major projects in Japan, Korea, and Europe.
Risks
The main risks are high expectations/valuation, competition, supply constraints, customer concentration, and U.S. export restrictions—particularly involving China.
Overall View
Business outlook: Very strong. NVIDIA has a leading position in AI computing and continues to deliver exceptional growth. However, investors should remember that a great company can still be an expensive stock. For a long-term investor, NVDA is attractive primarily when its valuation is reasonable relative to its expected growth.
#NVIDIAGTC24 #NVIDIABlackwell #Nvidia's
Nvidia CEO Jensen Huang responded today to a troublesome question: are the $500 billion in AI funding really “left hand to right hand”?
#Nvidia's
His explanation is that the money is not provided by Nvidia on its own. Apollo, BlackRock, Goldman Sachs and other institutions evaluate each project separately and decide whether to grant the loan; Nvidia’s role is to set up the platform and, at most, offer up to 25% of “residual value support” for the project’s size.
Put simply, the phrase means: I provide the stage; you decide whether it’s worth acting or not; you bear the risk yourselves.
The story of AI infrastructure has been told for two years: from “do we build it or not?” to “where does the money come from?”.
When an industry begins debating together whether “this money is a circuit that moves from hand to hand,” it’s because the doubts can no longer be silenced.$NVDA.US
#Nvidia's
His explanation is that the money is not provided by Nvidia on its own. Apollo, BlackRock, Goldman Sachs and other institutions evaluate each project separately and decide whether to grant the loan; Nvidia’s role is to set up the platform and, at most, offer up to 25% of “residual value support” for the project’s size.
Put simply, the phrase means: I provide the stage; you decide whether it’s worth acting or not; you bear the risk yourselves.
The story of AI infrastructure has been told for two years: from “do we build it or not?” to “where does the money come from?”.
When an industry begins debating together whether “this money is a circuit that moves from hand to hand,” it’s because the doubts can no longer be silenced.$NVDA.US
NVDAUS-1.90%
$NVDA.US NVIDIA remains one of the strongest AI-focused companies. If AI demand, data center growth, and earnings continue to meet expectations, the long-term trend is still considered positive. However, short-term price movements can remain volatile, so no single chart guarantees future performance#Nvidia's #BNBSmartChainToUndergoHardFork #NVIDIAConference #ai
Important Correction to the Viral Headline About Nvidia and the $500 Billion Deal
The headline may suggest that Nvidia bought memory from SK Hynix worth $500 billion, but the picture is more accurate than that.
The announcement is a broader AI infrastructure initiative worth more than $500 billion in collaboration with SK Group, and includes:
🔹 Huge AI data centers
🔹 Securing and developing HBM memory with SK Hynix
🔹 Using Nvidia Vera Rubin chips
🔹 Facilities expected to begin operating, with the first set to start in 2027
The key message: the AI race isn’t only about GPU units; the availability of high-bandwidth memory, power, and data centers has become a critical part of the equation.
#Nvidia's
#NVIDIA
NvidiaSecuresSKHynixMemoryIn$500BAIDeal#Nasdaq100FallsInBackToBackWeeklyLoss
The headline may suggest that Nvidia bought memory from SK Hynix worth $500 billion, but the picture is more accurate than that.
The announcement is a broader AI infrastructure initiative worth more than $500 billion in collaboration with SK Group, and includes:
🔹 Huge AI data centers
🔹 Securing and developing HBM memory with SK Hynix
🔹 Using Nvidia Vera Rubin chips
🔹 Facilities expected to begin operating, with the first set to start in 2027
The key message: the AI race isn’t only about GPU units; the availability of high-bandwidth memory, power, and data centers has become a critical part of the equation.
#Nvidia's
#NVIDIA
NvidiaSecuresSKHynixMemoryIn$500BAIDeal#Nasdaq100FallsInBackToBackWeeklyLoss
Binance News
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Nvidia Locks Down SK Hynix Memory Supply in $500 Billion AI Deal
CNBC reported that Nvidia said it has secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems amid a global memory shortage.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years and includes construction of large-scale data centers expected to come online in 2027. SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems, targeting enough capacity to require 2 gigawatts of power, indicating a massive buildout with hundreds of thousands of GPUs.
Nvidia is aggressively securing supply of high-bandwidth memory, essential for its GPUs and AI systems. SK Hynix is the leader in HBM production, according to analysts.
Nvidia enterprise vice president Raj Mirpuri said the expansion will include a co-develop opportunity on next-generation SK Hynix AI memory, helping secure a stable supply of HBM.
The deal signals that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and conglomerates getting involved. The announcement came at an AI summit with South Korean officials including President Lee Jae Myung.
Nvidia also said it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs, providing 200 megawatts of capacity for customers in South Korea and globally.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month to finance infrastructure developments.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years and includes construction of large-scale data centers expected to come online in 2027. SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems, targeting enough capacity to require 2 gigawatts of power, indicating a massive buildout with hundreds of thousands of GPUs.
Nvidia is aggressively securing supply of high-bandwidth memory, essential for its GPUs and AI systems. SK Hynix is the leader in HBM production, according to analysts.
Nvidia enterprise vice president Raj Mirpuri said the expansion will include a co-develop opportunity on next-generation SK Hynix AI memory, helping secure a stable supply of HBM.
The deal signals that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and conglomerates getting involved. The announcement came at an AI summit with South Korean officials including President Lee Jae Myung.
Nvidia also said it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs, providing 200 megawatts of capacity for customers in South Korea and globally.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month to finance infrastructure developments.
🚨 JUST IN: Nvidia expectations soar ahead of earnings 🤖📈
What is happening? $WLD
• Markets now price a 95% chance Nvidia beats earnings estimates $ZEC
• AI demand continues driving bullish sentiment $EDEN
• Investors expecting strong GPU and data-center revenue
• Nvidia remains central to the global AI infrastructure boom
What this suggests:
• AI spending momentum remains extremely strong
• Markets still rewarding semiconductor and compute leaders
• Expectations for hyperscaler capex remain elevated
Context:
• Nvidia has become the key supplier of AI chips powering data centers and large language models
• Earnings reactions could heavily influence broader tech and AI markets
📊 Market takeaway:
Bullish for AI-linked equities and infrastructure plays—but expectations are extremely high, meaning volatility could remain elevated even after strong results.
#Nvidia's #AI #bullish
What is happening? $WLD
• Markets now price a 95% chance Nvidia beats earnings estimates $ZEC
• AI demand continues driving bullish sentiment $EDEN
• Investors expecting strong GPU and data-center revenue
• Nvidia remains central to the global AI infrastructure boom
What this suggests:
• AI spending momentum remains extremely strong
• Markets still rewarding semiconductor and compute leaders
• Expectations for hyperscaler capex remain elevated
Context:
• Nvidia has become the key supplier of AI chips powering data centers and large language models
• Earnings reactions could heavily influence broader tech and AI markets
📊 Market takeaway:
Bullish for AI-linked equities and infrastructure plays—but expectations are extremely high, meaning volatility could remain elevated even after strong results.
#Nvidia's #AI #bullish
🚨 Nvidia’s AI Boom Is Creating New Opportunities for Bitcoin Miners
Nvidia delivered another blockbuster quarter, reporting $81.6B in revenue, up 85% year-over-year, as demand for AI infrastructure continues to surge.
🔹 AI data center spending remains at record levels
🔹 Bitcoin miners are increasingly leveraging power capacity and infrastructure for AI workloads
🔹 New revenue streams could reduce dependence on mining rewards alone
As AI and crypto infrastructure continue to converge, some mining companies may be positioned to benefit from both trends simultaneously.
👀 Could AI become a bigger growth driver for Bitcoin miners than Bitcoin itself?
$BTC
#Nvidia's
Nvidia delivered another blockbuster quarter, reporting $81.6B in revenue, up 85% year-over-year, as demand for AI infrastructure continues to surge.
🔹 AI data center spending remains at record levels
🔹 Bitcoin miners are increasingly leveraging power capacity and infrastructure for AI workloads
🔹 New revenue streams could reduce dependence on mining rewards alone
As AI and crypto infrastructure continue to converge, some mining companies may be positioned to benefit from both trends simultaneously.
👀 Could AI become a bigger growth driver for Bitcoin miners than Bitcoin itself?
$BTC
#Nvidia's
$NVDA
🚨 JENSEN HUANG JUST DROPPED THE ULTIMATE STOCK MARKET HOPIUM. 🚨😂
According to Jensen Huang, $MRVL could be the next trillion-dollar company.
For context:
📊 Marvell today: ~$191B market cap
🚀 Target: $1T market cap
💰 Required move: Roughly 5x from here
No pressure.
The funny thing is when Jensen speaks, investors react like the AI version of Warren Buffett just descended from the clouds holding a GPU.
And to be fair, the guy’s track record isn’t exactly terrible.
He turned NVIDIA from “that gaming graphics company” into a trillion-dollar AI monster that now seems to print money every quarter. 💀
So naturally, when Jensen says “next $1T company,” the market hears:
✅ Guaranteed
✅ Risk-free
✅ Mortgage-the-house immediately
Because that’s how investors process bullish comments these days. 😂
Of course, reaching $1T isn’t just about having cool AI exposure.
Marvell would need:
📈 Massive revenue growth
📈 Continued AI infrastructure demand
📈 Flawless execution
📈 Markets staying friendly
📈 Investors refusing to discover fear ever again
Easy enough.
The real question isn’t whether Marvell is a good company.
The real question is:
🤔 How much of Jensen’s success comes from being right…
🤔 And how much comes from the fact that everyone listens when he talks?
Because if Jensen announced tomorrow that staplers were the future of AI, half of Wall Street would probably start building DCF models on stapler manufacturers by lunch. 💀
So now investors are left with the classic dilemma:
🐂 Bulls: “If Jensen sees $1T, who am I to doubt him?”
🐻 Bears: “A 5x from $191B isn’t exactly a casual prediction.”
🍿 Everyone else: “I’m buying because the leather jacket guy said so.”
Peak market analysis.
One sentence from Jensen Huang and suddenly millions of dollars are debating whether a company worth nearly $200 billion is somehow still early. 🚀😂📈🍿💀$GENIUS
#Nvidia's #NVIDIAGTC24
🚨 JENSEN HUANG JUST DROPPED THE ULTIMATE STOCK MARKET HOPIUM. 🚨😂
According to Jensen Huang, $MRVL could be the next trillion-dollar company.
For context:
📊 Marvell today: ~$191B market cap
🚀 Target: $1T market cap
💰 Required move: Roughly 5x from here
No pressure.
The funny thing is when Jensen speaks, investors react like the AI version of Warren Buffett just descended from the clouds holding a GPU.
And to be fair, the guy’s track record isn’t exactly terrible.
He turned NVIDIA from “that gaming graphics company” into a trillion-dollar AI monster that now seems to print money every quarter. 💀
So naturally, when Jensen says “next $1T company,” the market hears:
✅ Guaranteed
✅ Risk-free
✅ Mortgage-the-house immediately
Because that’s how investors process bullish comments these days. 😂
Of course, reaching $1T isn’t just about having cool AI exposure.
Marvell would need:
📈 Massive revenue growth
📈 Continued AI infrastructure demand
📈 Flawless execution
📈 Markets staying friendly
📈 Investors refusing to discover fear ever again
Easy enough.
The real question isn’t whether Marvell is a good company.
The real question is:
🤔 How much of Jensen’s success comes from being right…
🤔 And how much comes from the fact that everyone listens when he talks?
Because if Jensen announced tomorrow that staplers were the future of AI, half of Wall Street would probably start building DCF models on stapler manufacturers by lunch. 💀
So now investors are left with the classic dilemma:
🐂 Bulls: “If Jensen sees $1T, who am I to doubt him?”
🐻 Bears: “A 5x from $191B isn’t exactly a casual prediction.”
🍿 Everyone else: “I’m buying because the leather jacket guy said so.”
Peak market analysis.
One sentence from Jensen Huang and suddenly millions of dollars are debating whether a company worth nearly $200 billion is somehow still early. 🚀😂📈🍿💀$GENIUS
#Nvidia's #NVIDIAGTC24
✅🚀 NVIDIA just crushed it again!
Q1 FY2027:
💰 Revenue $81.62B (beat ~$79B)
📈 EPS $1.85 (beat ~$1.76)
Massive beat on both revenue and earnings — the demand for AI is unstoppable! 🔥
#NVIDIA #IA #Nvidia's #Inversiones #tecnología $NVDA
Q1 FY2027:
💰 Revenue $81.62B (beat ~$79B)
📈 EPS $1.85 (beat ~$1.76)
Massive beat on both revenue and earnings — the demand for AI is unstoppable! 🔥
#NVIDIA #IA #Nvidia's #Inversiones #tecnología $NVDA
JUST IN: NVIDIA ($NVDA) posted a massive Q1 revenue of $81.6 billion, beating Wall Street expectations once again.
The company also issued stronger-than-expected Q2 guidance, signaling that AI demand remains extremely strong and NVIDIA continues to dominate the sector. 🚀
#Nvidia's $BTC
The company also issued stronger-than-expected Q2 guidance, signaling that AI demand remains extremely strong and NVIDIA continues to dominate the sector. 🚀
#Nvidia's $BTC
smart traders don't chase green candles
they wait for confirmation, define their risk, and let the market come to them
a missed trade is better than a forced trade
the goal isn't to catch every move
it's to consistently execute when the setup is actually there
#Binance #Crypto #SKHynixToDiscloseShareholderReturnInQ3 #Nvidia's
$NVDAB
they wait for confirmation, define their risk, and let the market come to them
a missed trade is better than a forced trade
the goal isn't to catch every move
it's to consistently execute when the setup is actually there
#Binance #Crypto #SKHynixToDiscloseShareholderReturnInQ3 #Nvidia's
$NVDAB
BTC oscillates around $63,000 - $64,000 USD, with a cautious or bearish short-term technical structure despite attempts at a rebound, and closely watched due to recent security incidents in the market's physical wallets$BTC
Strong momentum in the Nasdaq and S&P 500 driven by "The Magnificent Seven," highlighting Nvidia's jump after acquiring a stake in Nebius Group and excellent reports from Palantir.
#Nvidia's 👍
Strong momentum in the Nasdaq and S&P 500 driven by "The Magnificent Seven," highlighting Nvidia's jump after acquiring a stake in Nebius Group and excellent reports from Palantir.
#Nvidia's 👍
Ismeidy
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The liquidation ghost
#bitcoin collapses to three-week lows after the bomb of #strategy de selling up to $5 billion in #BTC
The cryptocurrency market suffers a sharp setback after one of the week’s most impactful headlines. Bitcoin fell to around $62,702, hitting a floor of $62,498, its lowest level since July 9.
Selling pressure on the digital asset kicked in after Strategy posted quarterly results slightly below expectations of #WallStreet ($122.4 million versus the $122.9 million forecast).
However, the real quake came during the earnings call: CEO Phong Le and founder #MichaelSaylor announced that the company is evaluating selling up to $5 billion in Bitcoin reserves (or even more) to strengthen its cash flow and fund share buybacks.
This corporate divestment strategy has raised alarms across the ecosystem about a possible sustained bearish pressure on the BTC price.
As a reflection of investors’ nervousness, Strategy’s shares plunged 7.3% this Friday, extending their annual decline to a devastating 42%.
$BTC
$MSTR
$MSTRB
#bitcoin collapses to three-week lows after the bomb of #strategy de selling up to $5 billion in #BTC
The cryptocurrency market suffers a sharp setback after one of the week’s most impactful headlines. Bitcoin fell to around $62,702, hitting a floor of $62,498, its lowest level since July 9.
Selling pressure on the digital asset kicked in after Strategy posted quarterly results slightly below expectations of #WallStreet ($122.4 million versus the $122.9 million forecast).
However, the real quake came during the earnings call: CEO Phong Le and founder #MichaelSaylor announced that the company is evaluating selling up to $5 billion in Bitcoin reserves (or even more) to strengthen its cash flow and fund share buybacks.
This corporate divestment strategy has raised alarms across the ecosystem about a possible sustained bearish pressure on the BTC price.
As a reflection of investors’ nervousness, Strategy’s shares plunged 7.3% this Friday, extending their annual decline to a devastating 42%.
$BTC
$MSTR
$MSTRB
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🚨 ATTENTION NVIDIA URGENT
$BTC #Nvidia's #BTC
*Today in the late afternoon from 5:20 PM to 6:00 PM, we'll have NVIDIA's earnings report, and this will move the market either positively or negatively!
*So anyone with an open position should set their stops, take partials because the scenario can flip quickly on both sides*
$BTC #Nvidia's #BTC
*Today in the late afternoon from 5:20 PM to 6:00 PM, we'll have NVIDIA's earnings report, and this will move the market either positively or negatively!
*So anyone with an open position should set their stops, take partials because the scenario can flip quickly on both sides*
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