$NVIDIA(NVDA)$ I love how Jensen stated they are keeping any future China sales out of guidance. He said, "that will just be a nice bonus." You are the man, Jensen.
$NVIDIA(NVDA)$ The stock market serves as a remarkably efficient mechanism for transferring wealth from the impatient to the patient. —Warren Buffett I remain long and strong on NVDA.
Congress needs to be careful about which voices to follow on AI and China. Matt Pottinger’s hardline stance sounds reliable, but his credibility requires verification before accepting his views on AI chip exports to China. The individual has ties to $Alibaba(BABA)$ , a competitor of $NVIDIA(NVDA)$ in China. These companies might be paying Matt to push for a full ban, redirecting China’s AI demand to them instead of NVDA. China’s market demand is well-known. I hope Congress sees through such tactics and focuses on generating revenue for the US rather than China.
$NVIDIA(NVDA)$ dominates the data center GPU space, with a staggering 92% market share, per IoT Analytics. Plus, its persistent exponential progress, competitive edges in hardware and software, and culture and leadership... no competition comes close.
$Wells Fargo(WFC)$ has named $Advanced Micro Devices(AMD)$ its top stock pick, citing significant upside potential driven by continued leadership in CPUs, growing data center AI market share, and a strong product roadmap, with analysts forecasting substantial earnings growth and market share gains against NVDA. The upgrade and positive outlook sent $Advanced Micro Devices(AMD)$ 's stock soaring, fueled by expectations for insatiable demand in the AI chip market.
The market has experienced some volatility, but there is no doubt we are heading in the right direction and near the highs. What stands out is how global events validate what $Palantir Technologies Inc.(PLTR)$ does. The removal of Maduro was executed with precision, coordination, and intelligence dominance, not by accident. While it may never be publicly confirmed, it is hard to imagine such a complex operation without $Palantir Technologies Inc.(PLTR)$ tools playing a major role. This is exactly what $Palantir Technologies Inc.(PLTR)$ is designed for: connecting disparate data, enabling real-time decision making, and executing missions with nea
$NVIDIA(NVDA)$ was near the $170 low point amid tense market conditions. Unexpectedly, $NVIDIA(NVDA)$ started rising, gaining momentum over two consecutive days. This rebound brought hope to those affected by market fluctuations. $NVIDIA(NVDA)$ climbed steadily, reaching $190 to everyone's surprise. A positive spirit encouraged belief in the vision and banished doubt.