To The Moon

On a fundamental basis, the analyst flagged investor concern around rising competition and reducing lead times for Nvidia GPU accelerators. While there is always the potential for near-term summer consolidation in Nvidia stock, Arya noted that the fundamentals are solidly on track, and periods of consolidation tend to set the stock up for strong moves later.

One key takeaway from the ongoing GTC is that Nvidia's AI empire has taken shape with strong partnerships from TSMC and other Taiwanese makers, such as those major server ODMs.  $NVIDIA Corp(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  

$Tesla Motors(TSLA)$  $NVIDIA Corp(NVDA)$  I realised when AI stock when up EV stock all will fall. It hedge opposite direction to each other.

Nvidia Corp. has claimed another milestone by overtaking Saudi Aramco in market value, making the chipmaker the world's third-most valuable public company after Apple Inc. and Microsoft Corp.

$Alibaba(BABA)$  BABA management can't execute more poorly so far. BABA had a great momentum the past 2 days and was the perfect moment to strike with a comeback with good earnings, buyback, an IPO release news followed by China expected stimulus injection but instead they killed momentum with missing earnings, no IPO release news, margins at single digits and just the same buyback narrative. This sort of news is good for their competitors now that they see a vulnerable company losing market share in the e-commerce space.

$NVIDIA Corp(NVDA)$  Moore predicts further gains for Nvidia in AI and continued strong demand for its data center offerings. Despite alternatives, I believe Nvidia still leads the game.

Details: $Microsoft(MSFT)$  CEO Satya Nadella and $Alphabet(GOOGL)$ 's Chief Scientist Jeff Dean set to woo India's 5+ million programmers. Nadella to speak in Bangalore and Mumbai about opportunities in AI, while Dean focuses on AI's societal impact in Bangalore. India, with its vast pool of programmers, is key to adopting and shaping future AI technologies globally. Nvidia CEO highlighted India's potential as a major exporter of AI expertise. Infosys Chairman Nandan Nilekani emphasizes the pivotal role of Indian developers in the AI transition. Both Nadella and Google CEO Sundar Pichai have Indian roots, adding personal stakes in the AI push. Microsoft aims to train 100,000 developers in

$Meta Platforms, Inc.(META)$  So glad that Meta changed their direction at the right time - focus more on their money making tools / apps, and place lesser emphasis on their weak Metaverse.

Investor optimism over the prospects of higher demand for artificial intelligence (AI)-powered chips prompted Wall Street analysts to hike their price targets for the semiconductor giants. Nvidia currently has a dominant position in the market for advanced AI chips, but AMD is expected to gain ground this year as the company increases deliveries of its own chips to enterprise customers. "With supply constraints, customers are often using the entire NVDA platform in order to get priority shipments of accelerators," the Barclays analysts wrote, adding that 2024 is "the year AI begins to open up," as other chipmakers like AMD gain market share. $Advanced Micro Devices(AMD)$  $NVIDIA Corp(NVDA)$ 

$Apple(AAPL)$  $Paramount Global(PARA)$   Key Details: ✓ Apple and Paramount Global are in talks to bundle Paramount+ and Apple TV+ at a discounted rate. ✓ The potential bundle aims to offer more value than subscribing to each service separately. ✓ Paramount shares rose 3% in premarket trading following the news. ✓ Discussions are still in early stages, with the final bundle structure yet to be determined. ✓ The move is part of a broader trend where streamers collaborate to combat customer defections and increase affordability. Context/Background: In a competitive streaming landscape, companies like Apple and Paramount are exploring innovative ways to retain and grow their subscriber base t