$NVIDIA Corp(NVDA)$  Nothing has changed from two weeks ago. Love the market volatility. But one year from now, we will see. Nvidia is sitting in several markets where it is a dominant force and where earnings have not been priced in! And what's the revenue and earnings potential from Blackwell? Do the maths traders! up up up! 

$NVIDIA Corp(NVDA)$   TSMC has a strong March and April revenue, mainly driven by AI chips. Crunch the numbers and you will be able to predict the revenue for NVIDIA for FY25 Q1 (FEB - APR). It will be a very strong revenue and GP margin, exceeding management guidance.

$NVIDIA Corp(NVDA)$  Nvidia’s Blackwell GPUs are going bigger rather than denser compared to the previous Hopper chips. Two dies are glued together to form a single GPU. Each of these GPUs is connected with something resembling a spinal backbone, enabling them to function together as if they are one GPU. This approach is ingenious because rack space is less of a constraint for AI accelerators in data centers. Additionally, it allows Nvidia to continue using chips manufactured with the more mature 4NP technology rather than the latest 3nm technology. This results in better output rates and lower costs per unit. Oh, the glue and spinal cord are patented! 😅😅 This is the check-mate moment. And not a surprise, AMD’s Lisa

$NVIDIA Corp(NVDA)$  The tech sell-off last week evokes memories of the FAANG meltdown in 2021. Short-sellers are celebrating a rare victory and advocating for further downward correction. The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors. Financial news portals tend to present one-sided stories, exacerbating market volatility. While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escal

$Direxion Daily NVDA Bull 2X Shares(NVDU)$  Looking at 200 by Feb 2025! 

$NVIDIA Corp(NVDA)$  Another buying the dip opportunity.! 

$Alibaba(BABA)$  Quick read on the quarterly results. The underlying results are very bad! And surprise that the price went up 4% in pre-market. 

$Alibaba(BABA)$  Now that the price has reached the equilibrium after the disappointing results. Hoping for a forceful market intervention to prop up the share before CNY. Let's usher in the new dragon year! 

$Alibaba(BABA)$  Why a big jump pre-market?

$NVIDIA Corp(NVDA)$  love this market volatility.! Buy buy buy. Nothing has changed that has altered Nvidia market leadership position, the value that AI brings and the technology prowess it holds. And the sweet spot, valuation is cheap on forward PE! 

$NVIDIA Corp(NVDA)$  I'm not a technical analyst., I'm just an accountant. How much will Nvidia price Blackwell platform which boasts 25x more computing power than Hoppers GPU?  15-20x hike in pricing? Do the maths!

$NVIDIA Corp(NVDA)$   NVIDIA FY2025Q1 is out. As what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context. My take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance. [ Market growth X market leadership X right valuation X market liquidity ] https://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0K

$Hang Seng Tech Index - main 2402(HTImain)$  Interesting it didn't fall in tandem with what US Chinese shares. Expecting national support? 

$Alibaba(BABA)$  Revenue up 5% but free cash flow is down by 26% Not a good sign!! 

$Alibaba(BABA)$  $25billion share repurchase plan from 2024 till 2027. Just not enough to move the needle.