To The Moon

英伟达下一个目标则是推出其下一代AI处理器——Blackwell。英伟达在报告中称，第四季度其Blackwell销售额达到110亿美元。针对上述数据，英伟达首席财务官Colette Kress表示，公司预计将在第一季度迎来Blackwell的显著销售增长，并指出Blackwell的销售将在大规模云服务提供商的推动下，成为公司历史上最快的产品增长之一。受此消息影响，英伟达股价在财报发布当日上涨3.67%，一改此前多日的低迷走势。

全年营收1305亿美元，创下历史新高，Blackwell更是需求惊人。老黄满意地宣布：市场对Blackwell的需求异常强劲。在第四季度，英伟达已经从Blackwell相关产品中获得110亿美元收入，占公司整体数据中心收入的50%。这种损失，似乎是由DeepSeek引发的市场担忧直接造成的。而且最近，随着DeepSeek-R1本地化部署的爆火，英伟达还亲自下场，开源了首个在Blackwell架构上优化的DeepSeek-R1。

Recap. For week ending Sat, 15 Feb 2025, US market rally had a positive, volatile week, with the S&P 500 just below all-time highs, with the Nasdaq and Dow Jones not too far behind. When market closed on Fri, 14 Feb 2025: (see above) DJIA: -0.37% (-165.35 TO 44,546.08). S&P 500: -0.01% (-0.44 TO 6,114.63). Nasdaq: +0.41% (+81.13 to 20,026.77). Friday also witnessed chip leader $NVIDIA(NVDA)$ reclaimed a key level, recovering from the DeepSeek sell-off from 27 Jan 2025, that forged an ugly consolidation. Near Buy Point? For the week ending 15 Feb 2025, Nvidia rallied +6.75% to $138.85, closing off the week. (see above) Shares are back above the 50-day moving average for the first time since diving -17% on 27 Jan 2025, aka “AI sell-off” day.

$NVIDIA(NVDA)$ $GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 🐂🅑🅤🅛🅛🅘🅢🅗📈 $NVDA now has highest call premiums over last 14 days. 📈 Headed to gap fill for $133.70 to $136. Buy the dip 🛍️🛒🛍️ Happy trading ahead! Cheers BC 💰📈🚀🍀🍀🍀

$Singtel(Z74.SI)$Singtel reported a nearly threefold increase in Q3 net profit, rising 183.4% to S$1.3 billion, driven by a S$639 million exceptional gain from asset disposals. The company raised its FY25 earnings growth outlook to the high teens to low twenties percentage range and increased its dividend to 16.5 cents.Great performance + Strong outlook, let’s see how things unfold 2025.

$NVDA 20250221 134.0 PUT$ I sold a cash-secured put option on NVDA at a $134 strike price, taking advantage of its strong AI-driven growth. The launch of the GeForce RTX 50 series, enhanced by DLSS 4, reinforces Nvidia’s dominance in AI hardware. Its robust CUDA software ecosystem and innovations in synthetic data and AI-designed proteins further solidify its leadership. Despite competition, Nvidia is positioned at the forefront of AI, healthcare, and cloud gaming. This put sale reflects my confidence in NVDA’s long-term trajectory while generating premium income.

$iShares Bitcoin Trust(IBIT)$ Buy more share to accumulate and hold long termqdgd