I recognize the sharp shift in-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust.

Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.

That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.

@TigerStars @Tiger_comments @Tiger_SG @TigerClub

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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Comments

MariaEvelina
05-21
MariaEvelina
I’m still holding NVIDIA too, but that “good news gets sold” setup is spooky lol. You think guidance alone can overpower rates here?
- Shyon:
  Guidance is more important I believe

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","winRationPercentage":66.176471,"tradeVolumeEst":0},"themes":[{"themeId":"eb52dd9276c642828fb2416c9ddbc897","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":eb52dd9276c642828fb2416c9ddbc897}&rnconfig={\"headerBarHidden\": true}","description":"Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity.\nNvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. 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I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.</p>\n<p>That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/98c87b7f1ebea57b95fc4cd27e95ec03\"></t-t></p></body></html>","htmlText":"<html><head></head><body>I recognize the sharp shift in rates expectations,<a href=\"https://ttm.financial/S/US30Y.BOND\"> $US30Y(US30Y.BOND)$ </a>pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust.\n<p></p>\n<p>Even so, I remain bullish going into<a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment.</p>\n<p>That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise.</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/98c87b7f1ebea57b95fc4cd27e95ec03\"></t-t></p></body></html>","text":"I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust. Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. 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