To The Moon

The market has reached a clear pricing consensus on $NVIDIA(NVDA)$ . The upward revisions to hyperscaler AI capex for 2026, as well as the successful ramp of the Blackwell platform, are now fully reflected in the stock. As a result, NVDA’s valuation framework has shifted away from being a pure “AI beta” trade toward a more structural question: Can the winner of the AI infrastructure buildout sustain its advantage into 2027 and beyond? At this stage, marginal buyers are increasingly focused on long-term visibility rather than near-term upside surprises. NVDA has effectively entered a valuation regime where narrative matters more than near-term financials. Core Investment Thesis 2027 Revenue Visibility Is the New Valuation Anchor Upside to NVDA’s 20

Navida is looking to the future very bullish 

BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!

BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!

Nvidia is good buy for long term gains. 

The news about Nvidia's potential $100 billion investment in OpenAI being nonbinding and far from finalized has introduced uncertainty into the market, causing Nvidia's stock to slip. This development raises questions about the implications for Nvidia's long-term AI demand visibility and whether this is a positive or negative signal for the company. Impact on Nvidia's Long-Term AI Demand Visibility Uncertainty in Investment Plans: The lack of a binding agreement for the $100 billion investment in OpenAI introduces uncertainty into Nvidia's plans for building 10 gigawatts of AI compute capacity. This uncertainty could affect Nvidia's ability to accurately forecast long-term demand for its AI-related products and services. CEO's Concerns: Jensen Huang's reported concerns about OpenAI's capit

Gold luck to $NVIDIA(NVDA)$ in china $SOXL 20260130 39.0 PUT$  

[Speechless]  [Speechless]  [Speechless]  

The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose

China reopens the door to H200 chips, and $NVIDIA(NVDA)$ regains momentum. Nvidia has been trading above $190 after this news headline. So will Nvidia be staging another bull run rally? Nvidia just doubled down on its largest AI holding, could this be one of the catalyst for bull run, in this article, we would like to look at a current, fact-based, sentiment-anchored assessment of Nvidia’s situation — with emphasis on the recent China H200 development, the CoreWeave stake increase, and what these mean for the possibility of another bull run in NVDA shares. We have pulled out an analysis of the top 3 most impactful news stories for NVDA from January 27, 2026 and the sentiment with short explanation. China Reopens The Door To H200 Chips, And Nvidia

Anyone who's been bagholding $NVIDIA(NVDA)$ the past 2 months knows the pain. Market rips, AI hype keeps pumping, yet this bitch refuses to move. 170 is the magical floor it bounces off like it's on springs, 190 is the invisible ceiling that smacks it back down every time it gets close. Feels cursed, right? Nah, it's not some spooky Chinese wizard—it's just dealer gamma pinning doing its thing. $GraniteShares 2x Long NVDA Daily ETF(NVDL)$ $GraniteShares 2x Short NVDA Daily ETF(NVD)$ $Tradr 1.5X Short NVDA Daily ETF(NVDS)$ The real villains aren't Citadel or whatever boogeyman you blame. It's the massive walls of open interest in the

🌟🌟🌟NVIDIA $NVIDIA(NVDA)$ is the current leader as it holds 70 % to 95% of the AI accelerator market.  This refers to the entire industry of specialised chips designed to speed up AI workloads especially machine learning and inference. NVIDIA also controls 80% of the AI chip market overall.  It has  surpassed USD 100 billion in semiconductor

Hold on, US approval was expected to be given, and that was not the biggest issue. What everyone wondered was whether China would allow the sales to happen without a hitch. There was already rumblings that China would not easily approve its use, even while Jensen was trying to get things rolling in the China market (borderline begging the us president to approve the H200 sales). There had been passive accusations from China that the chips are throttled to be subpar, or could be exploited, likely a ploy to pressure nvidia harder. Going by more recent news, Reuters has reported that the Chinese customs officers have been instructed that the H200 chips are not allowed into the country, after the "green light" was given by president trump. This should cause some wobble in nvidia share pri

Single theme into 2026: AI monetisation at the application layer. Infrastructure gains are largely priced in. The next phase rewards firms that translate AI into clear productivity gains and recurring revenue within real workflows. Tempus AI (TEM): Further upside is possible, but only with execution surprises. Its oncology focus commands high willingness to pay. Gains hinge on faster adoption, margin improvement, or major pharma partnerships. Valuation remains unforgiving. ServiceNow & Snowflake vs IGV: Preference: ServiceNow > IGV > Snowflake. ServiceNow shows the strongest ROI-led AI adoption and pricing power. IGV suits diversified exposure. Snowflake faces heavier competition and margin uncertainty. NVIDIA add level: Add only on pullbacks. Ideal zone is 15–20% below

Nvidia (NVDA) Stock Information and H200 China Export Analysis The U.S. government has approved Nvidia to resume exports of its H200 AI chips to China, easing prior restrictions and potentially unlocking significant demand from Chinese cloud and AI customers. However, this situation is complex, with both substantial revenue upside potential and considerable geopolitical and regulatory risks. 1. Stock Price and Performance As of January 15, 2026, Nvidia's stock (NVDA) closed at $183.14, marking a decrease of $2.67 (-1.437%) from its previous close of $185.81. The stock's 52-week high is $212.18, and its 52-week low is $86.60. 2. Potential Near-Term Revenue Upside The approval for H200 chip exports to China presents a significant revenue opportunity for Nvidia. Strong Demand: Chinese tech co

🚨 NVDA’s China "Unlock": A Bullish Catalyst or a Tariff Trap? The headlines scream "Green Light," but the fine print screams "Caution." Here is the real trade setup. The U.S. government has reportedly approved NVIDIA ($NVDA) to resume exports of high-performance chips (specifically the H200) to China. On paper, this looks like the "golden key" to unlocking billions in frozen revenue. But if you are chasing this news blindly at $183, you might be walking into a trap. Smart money is reading the fine print, and you should too. This isn't a return to 2021—it's a new, high-stakes game of "Compliance Poker." 1️⃣ The "Green Light" Has a Red Toll Booth Retail sees "Export Approved." Institutional desks see "Margin Compression." While the H200 can now legally flow to China, reports indicate this co

🌟🌟🌟This is the most investable phase of the AI cycle, the point where AI is no longer a moonshot but a measurable contributor to: Sales conversion - Google's Gemini "virtual merchant" upgrade  R&D acceleration - NVIDIA and Eli Lilly commiting USD 1 billion to a joint discovery lab  Workflow automation - ServiceNow Data monetisation - Snowflake  Clinical and pharmaceutical revenue - Tempus AI This theme "AI that pays for itself" has durability because it aligns with what CEOs will approve : That AI reduces cost, increases throughput and directly generates revenue.  AI now produces cash flows, not just demos. Tempus AI - What It Actually Does  Tempus $Tempus AI(TEM)$  sits at

It is AI boom era and no doubt next phase of AI adoption is coming as job fears grow.

if servicenow stands out.. why is it dropping? looks like market manipulation is play. the whole market wants to rise but must take turns. Now anything hanging the word AI gets first priority to go up. like a fast pass in Universal Studios. At the end of the day, the other sectors or stocks will go up, just like the other normal people with no fast pass will still get on the ride. but slower.

🌟🌟🌟If there is one theme I would follow in 2026, it would be "The New AI Playbook: Follow the Money, Not the Models".  AI is no longer just a promise.  AI has become a profit engine.  From Walmart $Wal-Mart(WMT)$ hitting new highs on the back of $Alphabet(GOOG)$ Google's Gemini "virtual merchant" upgrade to NVIDIA $NVIDIA(NVDA)$ and $Eli Lilly(LLY)$ Eli Lilly's partnership  having a joint AI drug discovery lab, AI is being monetised  to  generate more revenue for companies. The new AI Playbook is here in 2026!  I would follow the money trail because this is where I can unearth great

The market has reached a clear pricing consensus on $NVIDIA(NVDA)$ . The upward revisions to hyperscaler AI capex for 2026, as well as the successful ramp of the Blackwell platform, are now fully reflected in the stock. As a result, NVDA’s valuation framework has shifted away from being a pure “AI beta” trade toward a more structural question: Can the winner of the AI infrastructure buildout sustain its advantage into 2027 and beyond? At this stage, marginal buyers are increasingly focused on long-term visibility rather than near-term upside surprises. NVDA has effectively entered a valuation regime where narrative matters more than near-term financials. Core Investment Thesis 2027 Revenue Visibility Is the New Valuation Anchor Upside to NVDA’s 20

The news about Nvidia's potential $100 billion investment in OpenAI being nonbinding and far from finalized has introduced uncertainty into the market, causing Nvidia's stock to slip. This development raises questions about the implications for Nvidia's long-term AI demand visibility and whether this is a positive or negative signal for the company. Impact on Nvidia's Long-Term AI Demand Visibility Uncertainty in Investment Plans: The lack of a binding agreement for the $100 billion investment in OpenAI introduces uncertainty into Nvidia's plans for building 10 gigawatts of AI compute capacity. This uncertainty could affect Nvidia's ability to accurately forecast long-term demand for its AI-related products and services. CEO's Concerns: Jensen Huang's reported concerns about OpenAI's capit

Navida is looking to the future very bullish 

BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!

BSB 086116 ACC 437596564 NAME OBAI AKEIR  Find out more here:An Invitation Letter from Tiger Brokers I have won a lot of awards in Tiger Brokers, come and see what rewards you have!

Nvidia is good buy for long term gains. 

Gold luck to $NVIDIA(NVDA)$ in china $SOXL 20260130 39.0 PUT$  

[Speechless]  [Speechless]  [Speechless]  

China reopens the door to H200 chips, and $NVIDIA(NVDA)$ regains momentum. Nvidia has been trading above $190 after this news headline. So will Nvidia be staging another bull run rally? Nvidia just doubled down on its largest AI holding, could this be one of the catalyst for bull run, in this article, we would like to look at a current, fact-based, sentiment-anchored assessment of Nvidia’s situation — with emphasis on the recent China H200 development, the CoreWeave stake increase, and what these mean for the possibility of another bull run in NVDA shares. We have pulled out an analysis of the top 3 most impactful news stories for NVDA from January 27, 2026 and the sentiment with short explanation. China Reopens The Door To H200 Chips, And Nvidia

The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose

Nvidia x Eli Lilly: The $1B Signal That "Phase 2" of the AI Boom Is Here The bearish argument against Nvidia has been simple: “Eventually, Big Tech runs out of data to train on.” The bulls just got their answer—and it didn’t come from Silicon Valley. It came from a lab. Nvidia (NVDA) and Eli Lilly (LLY) just confirmed a massive $1B, 5-year partnership to build a joint research lab. This isn’t just another press release; it’s the firing gun for Industrial AI. We are moving from "AI that writes code" to "AI that decodes biology." If you are only watching hyperscalers (Google/Meta/Microsoft), you are missing the next massive leg of the bull run. Here is the deep dive on why this deal changes the valuation math for both giants. 1️⃣ The "Vera Rubin" Flex: Why This Architecture Matters The headl

🌟🌟🌟This is the most investable phase of the AI cycle, the point where AI is no longer a moonshot but a measurable contributor to: Sales conversion - Google's Gemini "virtual merchant" upgrade  R&D acceleration - NVIDIA and Eli Lilly commiting USD 1 billion to a joint discovery lab  Workflow automation - ServiceNow Data monetisation - Snowflake  Clinical and pharmaceutical revenue - Tempus AI This theme "AI that pays for itself" has durability because it aligns with what CEOs will approve : That AI reduces cost, increases throughput and directly generates revenue.  AI now produces cash flows, not just demos. Tempus AI - What It Actually Does  Tempus $Tempus AI(TEM)$  sits at

🚨 NVDA’s China "Unlock": A Bullish Catalyst or a Tariff Trap? The headlines scream "Green Light," but the fine print screams "Caution." Here is the real trade setup. The U.S. government has reportedly approved NVIDIA ($NVDA) to resume exports of high-performance chips (specifically the H200) to China. On paper, this looks like the "golden key" to unlocking billions in frozen revenue. But if you are chasing this news blindly at $183, you might be walking into a trap. Smart money is reading the fine print, and you should too. This isn't a return to 2021—it's a new, high-stakes game of "Compliance Poker." 1️⃣ The "Green Light" Has a Red Toll Booth Retail sees "Export Approved." Institutional desks see "Margin Compression." While the H200 can now legally flow to China, reports indicate this co

Nvidia (NVDA) Stock Information and H200 China Export Analysis The U.S. government has approved Nvidia to resume exports of its H200 AI chips to China, easing prior restrictions and potentially unlocking significant demand from Chinese cloud and AI customers. However, this situation is complex, with both substantial revenue upside potential and considerable geopolitical and regulatory risks. 1. Stock Price and Performance As of January 15, 2026, Nvidia's stock (NVDA) closed at $183.14, marking a decrease of $2.67 (-1.437%) from its previous close of $185.81. The stock's 52-week high is $212.18, and its 52-week low is $86.60. 2. Potential Near-Term Revenue Upside The approval for H200 chip exports to China presents a significant revenue opportunity for Nvidia. Strong Demand: Chinese tech co

🚀 Citi’s $5 Trillion Bombshell: Is NVDA’s "Rubin" the Key to the Next Supercycle? $5 Trillion. Let that number sink in. Just when the bears were whispering about "AI fatigue" and "capex cliffs," Citi dropped a massive report suggesting that Nvidia’s upcoming Vera Rubin architecture—the successor to the already-hyped Blackwell—could unlock a $5 trillion artificial intelligence opportunity. If you thought the move from H100 to Blackwell was big, the market is now starting to price in what happens after 2025. Nvidia isn't just selling chips anymore; they are building the industrial foundation of the next decade. But with the stock hovering near $185, is this priced in, or are we staring at the next leg up to $200+? Let’s break down the catalyst, the tech, and the trade. 1️⃣ The "Rubin" Thesis

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $iShares Silver Trust(SLV)$  Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced

Jensen Huang Just Wiped Out Billions in Thermal Stocks — But Was It a Buy Signal? NVIDIA just dropped a nuclear bomb on the cooling industry with a single sentence. Speaking on the future Vera Rubin platform, Jensen Huang said: > "Our future platform is cooled by 45°C warm water. At this temperature, data centers no longer need traditional chillers." >  The Market’s Knee-Jerk Reaction: Panic selling. Stocks like Vertiv ($VRT) and other thermal management giants took a nosedive. The logic was simple: "NVIDIA doesn't need cooling anymore = Sell." The Reality: The market is dead wrong. The demand for thermal management isn't disappearing—it's getting more expensive, more complex, and more exclusive. If you understand the physics, yesterday’s crash might be the biggest alpha opportu

CES 2026 would be a defining moment for AI as we are seeing intelligent systems becoming smarter, faster and more integrated into our daily lives. CES 2026 is shaping up to be a pivotal industry moment for AI and semiconductors, not just another gadget show. The narrative this year (and likely beyond) is shifting from raw chip performance to what these chips enable in real-world outcomes, such as energy efficiency, AI-assisted workflows, next-generation mobility, and integrated AI across devices and systems. This has important implications for chip giants and the broader technology ecosystem. From Raw Performance to Outcomes and Experiences Broader Industry Emphasis At CES 2026, the focus extends far beyond benchmark numbers. Companies are presenting AI technologies as enablers of new expe

AI is no longer just a chip story — it’s showing up in retail, pharma, and healthcare services. The recent moves in $Wal-Mart(WMT)$ , $NVIDIA(NVDA)$ , $Eli Lilly(LLY)$ , and $Tempus AI(TEM)$ are not random.1. What happened to this traditional giants and AI stars?Walmart hit fresh highs as investors price in potential Nasdaq-100 inclusion and Google’s expansion of Gemini shopping. The upgrade turns Gemini from a recommendation assistant into a “virtual merchant” that can complete purchases, with Walmart among the retail partners.At the same time, Nvidia and Eli Lilly announced a Bay Area joint research lab, with $1 billion c

NVIDIA and Eli Lilly Partnership Analysis Broader Real-World AI Adoption for NVIDIA Beyond Hyperscalers The partnership between NVIDIA and Eli Lilly, involving a $1 billion, five-year investment in an AI co-innovation lab, signals NVIDIA's expansion into real-world AI applications beyond its traditional hyperscaler customer base. This collaboration aims to reinvent drug discovery by leveraging NVIDIA's BioNeMo platform and Vera Rubin architecture. The Vera Rubin platform is built for compute-intensive applications, including drug discovery and genomics. NVIDIA's CEO, Jensen Huang, stated that "AI is transforming every industry, and its most profound impact will be in life sciences," highlighting a strategic push into diverse sectors. NVIDIA is already engaging with healthcare partners such