$39.3B in one quarter? $NVIDIA(NVDA)$ is on fire. They have the technology, the demand, and the momentum. The only thing slowing them down is U.S. export rules. Lift those and watch them dominate globally.
I come to this site hoping to read insightful comments about $NVIDIA(NVDA)$ , yet I only encounter political remarks. Perhaps I should visit a political site instead, where the majority of comments would be information and opinions about NVDA.
I tend to view the Wind River partnership as a significant strategic win. This will greatly expand $Advanced Micro Devices(AMD)$ 's customer base in automation and embedded software applications.
$NVIDIA(NVDA)$ One of the top stocks in the long term, and I'm really pleased to be part of history rather than just observing it. Right, Darth, just kidding.
$NVIDIA(NVDA)$ Nvidia's strength isn't solely in chip performance; it lies in ecosystem control. Permitting exports ensures global AI development remains anchored to U.S. hardware, software, and standards. Isolation accelerates substitutes, while engagement preserves leadership.
The leveraged positions on $Advanced Micro Devices(AMD)$ are absolutely staggering, presenting what could be Wall Street's highest-probability play with potential upside catalysts.
$Advanced Micro Devices(AMD)$ 's latest guidance strategically omitted China revenue. Confirmation of $Alibaba(BABA)$ procurement contracts would force analysts to revise their models upward.