5 best Daily Charts and Insights: GPUs are melting

1. Retail activity

$Robinhood(HOOD)$ traders apparently felt fine fighting the Fed by buying the dip: net daily purchases of single stocks [on Tuesday] were the third highest on record, trailing only June 12 (#1, $SpaceX(SPCX)$ 's IPO) and September 23 (#2).

2. SPY 200DMA

Th $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ could spend the next 69 trading sessions going sideways between $730 and $780, and its 200-day moving average would keep rising every day.

Even if every close was at the bottom of that range.

3. AI spend

AI spending rose to a new peak in October, rising 1.65% from September.

Spend also increased among the top 1% of spenders.

The top 1% of firms now spend a median $10.2K per employee per month on AI, up 9%. Firms in the top 10% spent $801, roughly flat.

The median firm spends $16.32, up $0.93.

4. GPU rental prices

GPUs are melting.

On-demand $NVIDIA(NVDA)$ B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow.

Recent price surges point to a clear demand inflection.

5. Hot Seat: Jensen Huang

Prediction market odds of Huang resigning or being removed as NVIDIA CEO have spiked after WSJ broke news of a second affair after-hours.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Retail activity</h2>\n<p><a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> traders apparently felt fine fighting the Fed by buying the dip: net daily purchases of single stocks [on Tuesday] were the third highest on record, trailing only June 12 (#1, <a data-mention-id=\"SPCX\" class=\"teditor-mention\" data-mention-name=\"SpaceX\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 's IPO) and September 23 (#2).</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c30409e577613f0c5254aa12f583e6e4\" tg-width=\"1240\" tg-height=\"1016\"></p>\n<h3 id=\"id_1149322604\">2.&nbsp;SPY 200DMA</h3>\n<p style=\"text-align: left;\">Th <a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"S&amp;P 500\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"SPDR S&amp;P 500 ETF Trust\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> could spend the next 69 trading sessions going sideways between $730 and $780, and its 200-day moving average would keep rising every day.</p>\n<p style=\"text-align: left;\">Even if every close was at the bottom of that range.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36213d90a3ee9fe0da9b7d8b1a2b200e\" tg-width=\"2518\" tg-height=\"1307\"></p>\n<h3 id=\"id_84904051\">3.&nbsp;AI spend</h3>\n<p style=\"text-align: left;\">AI spending rose to a new peak in October, rising 1.65% from September.</p>\n<p style=\"text-align: left;\">Spend also increased among the top 1% of spenders.</p>\n<p style=\"text-align: left;\">The top 1% of firms now spend a median $10.2K per employee per month on AI, up 9%. Firms in the top 10% spent $801, roughly flat.</p>\n<p style=\"text-align: left;\">The median firm spends $16.32, up $0.93.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d1bfb4374d87d3cd507d33f1862734b\" tg-width=\"1734\" tg-height=\"1868\"></p>\n<h3 id=\"id_172662406\">4.&nbsp;GPU rental prices</h3>\n<p style=\"text-align: left;\">GPUs are melting.</p>\n<p style=\"text-align: left;\">On-demand <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow.</p>\n<p style=\"text-align: left;\">Recent price surges point to a clear demand inflection.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd9a8b62d6e66aceaad84f2a7096057a\" tg-width=\"1664\" tg-height=\"993\"></p>\n<h3 id=\"id_1524419509\">5. Hot Seat: Jensen Huang</h3>\n<p style=\"text-align: left;\">Prediction market odds of Huang resigning or being removed as NVIDIA CEO have spiked after WSJ broke news of a second affair after-hours.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca90fada38d3144e9f7ebbf1b51cbcbc\" tg-width=\"2164\" tg-height=\"1130\"></p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_2688373364\">1. Retail activity</h2>\n<p><a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> traders apparently felt fine fighting the Fed by buying the dip: net daily purchases of single stocks [on Tuesday] were the third highest on record, trailing only June 12 (#1, <a data-mention-id=\"SPCX\" class=\"teditor-mention\" data-mention-name=\"SpaceX\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 's IPO) and September 23 (#2).</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c30409e577613f0c5254aa12f583e6e4\" tg-width=\"1240\" tg-height=\"1016\"></p>\n<h3 id=\"id_1149322604\">2.&nbsp;SPY 200DMA</h3>\n<p style=\"text-align: left;\">Th <a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"S&amp;P 500\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"SPDR S&amp;P 500 ETF Trust\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> could spend the next 69 trading sessions going sideways between $730 and $780, and its 200-day moving average would keep rising every day.</p>\n<p style=\"text-align: left;\">Even if every close was at the bottom of that range.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36213d90a3ee9fe0da9b7d8b1a2b200e\" tg-width=\"2518\" tg-height=\"1307\"></p>\n<h3 id=\"id_84904051\">3.&nbsp;AI spend</h3>\n<p style=\"text-align: left;\">AI spending rose to a new peak in October, rising 1.65% from September.</p>\n<p style=\"text-align: left;\">Spend also increased among the top 1% of spenders.</p>\n<p style=\"text-align: left;\">The top 1% of firms now spend a median $10.2K per employee per month on AI, up 9%. Firms in the top 10% spent $801, roughly flat.</p>\n<p style=\"text-align: left;\">The median firm spends $16.32, up $0.93.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d1bfb4374d87d3cd507d33f1862734b\" tg-width=\"1734\" tg-height=\"1868\"></p>\n<h3 id=\"id_172662406\">4.&nbsp;GPU rental prices</h3>\n<p style=\"text-align: left;\">GPUs are melting.</p>\n<p style=\"text-align: left;\">On-demand <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow.</p>\n<p style=\"text-align: left;\">Recent price surges point to a clear demand inflection.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd9a8b62d6e66aceaad84f2a7096057a\" tg-width=\"1664\" tg-height=\"993\"></p>\n<h3 id=\"id_1524419509\">5. Hot Seat: Jensen Huang</h3>\n<p style=\"text-align: left;\">Prediction market odds of Huang resigning or being removed as NVIDIA CEO have spiked after WSJ broke news of a second affair after-hours.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca90fada38d3144e9f7ebbf1b51cbcbc\" tg-width=\"2164\" tg-height=\"1130\"></p>\n<p><br></p></body></html>","text":"1. Retail activity $Robinhood(HOOD)$ traders apparently felt fine fighting the Fed by buying the dip: net daily purchases of single stocks [on Tuesday] were the third highest on record, trailing only June 12 (#1, $SpaceX(SPCX)$ 's IPO) and September 23 (#2). 2. SPY 200DMA Th $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ could spend the next 69 trading sessions going sideways between $730 and $780, and its 200-day moving average would keep rising every day. Even if every close was at the bottom of that range. 3. AI spend AI spending rose to a new peak in October, rising 1.65% from September. Spend also increased among the top 1% of spenders. The top 1% of firms now spend a median $10.2K per employee per month on AI, up 9%. Firms in the top 10% spent $801, roughly flat. The median firm spends $16.32, up $0.93. 4. GPU rental prices GPUs are melting. On-demand $NVIDIA(NVDA)$ B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow. Recent price surges point to a clear demand inflection. 5. Hot Seat: Jensen Huang Prediction market odds of Huang resigning or being removed as NVIDIA CEO have spiked after WSJ broke news of a second affair after-hours.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/628434102313008","repostId":0,"isVote":1,"tweetType":1,"viewCount":182,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA",".SPX","HOOD","SPY","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1070,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/628434102313008"}