To The Moon

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

yes tempus can run surprised results. will pick service now and buy NVIDIA now

this is bigger than all of us realise. predicting the newest moves in this area could become more lucrative than the moves themselves.⭐🐯

AI and Healthcare sectors have been the key driver for global stocks since the 2020 COVI D pandemic.    Big data analytics combined with scalable computing results in innovation in treatments , drug discovery and quicker clinical trials . With NVIDIA ( NVDA ) the most powerful AI chip maker and computing platform & Eli-Lilly ( the fastest growing Fortune 500 Healthcare stock )    Team up - is a seismic stick to the expected  revenue and profitability of both firms . Typically such teams up would result in major price rises for both stocks 2-3 quarters later .  However , markets have already started jumping particularly for NVDA stock - since the news is out . JP Morgan , & others are already revising their price targets for both Nvidia &Eli-Li

If I had to follow one theme into 2026, it would be AI embedded directly into revenue-generating workflows. The market is moving beyond chips toward companies using AI to improve margins and execution in retail, pharma, and healthcare. That’s where AI spending becomes durable. Tempus AI (TEM) still has upside if execution stays strong. The ~83% YoY revenue growth shows real commercialization, and any improvement in margins or enterprise penetration could re-rate the stock as healthcare infrastructure rather than a pure growth play. Between ServiceNow & Snowflake versus IGV, I’d favor the platforms. AI value is concentrating in orchestration and data layers, not broad software baskets. For Nvidia, I remain bullish long term but would only add on sentiment-driven pullbacks, not strength

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

$NVIDIA(NVDA)$ Topping up position periodically. 

🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even

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

I will be taking the time to read the articles on reputable sites for a better insight of what this entails. However, my rough input would be: if this is a circular economy kind of situation where Eli Lilly signs a contract just to look like it had some AI related investment and hoping to hitch themselves to the Nvidia rocket, for investors to rush in and boost prices of both companies, then it will be a step in the wrong direction. If they buy the Rubin chips to increase computing power and to boost their research ability then this will indeed be groundbreaking, allowing the "AI" to be correctly applied (not producing university essays or gibberish news articles), then Nvidia will have truly found another way to diversify. Much like the announcement of having Nvidia chips for self driving

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

🌟🌟🌟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

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

🚨 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

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

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $iShares Silver Trust(SLV)$  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

🚀 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

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

If CES 2026 can be summed up in one sentence, it’s this: AI is no longer just about stronger models—it’s truly entering the real world, forcing a full re-pricing of energy, compute, and infrastructure.NVIDIA opened strong but closed weaker, suggesting capital markets weren’t fully satisfied. But don’t overlook this all-in-AI starting point. Let’s walk through the three biggest CES highlights.1. From “Single-Card Performance” to “System-Level AI Supercomputing”: NVIDIA Rubin vs. AMD HeliosNVIDIA broke with its CES tradition of launching new consumer GPUs—and went all in on AI.1) Rubin lifts data-center revenue expectationsIf Blackwell pushed the limits of single-GPU performance, Rubin tackles the problem of system-scale deployment. It’s expected to launch in 2H 2026Rubin delivers 5× inferen

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

$NVIDIA(NVDA)$'s message at CES 2026 demonstrated clearly their direction in providing the entire "pipeline" for AI, from foundational chips to software and applications, this would drive the move towards intelligent, autonomous AI agents across all industries. Nvidia’s messaging at CES 2026 underscored a clear strategic shift in the AI race, one that reflects the company’s intent to own the full stack of AI computing rather than just a segment of it. The announcements and ecosystem signals from the show substantiate this interpretation and also help explain broader industry dynamics going forward. Nvidia’s CES 2026 Messaging: Full-Stack AI At its CES keynote, Nvidia CEO Jensen Huang laid out a vision that goes beyond individual chips or isolated

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

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

1. Strategic Significance of the CES Announcements At CES 2026, Nvidia unveiled several major innovations that extend its technology stack far beyond traditional PC graphics cards: Open-source autonomous driving tools (Alpamayo) Alpamayo represents a substantive shift in how Nvidia is positioning itself in the autonomous vehicle (AV) ecosystem. Rather than just providing hardware, Nvidia is now offering a reasoning-capable AI model for AVs that integrates vision, language and action. This could substantially improve safety and decision-making in complex driving situations, and accelerate deployment with automotive partners. Early adoption plans already include Mercedes-Benz models on the road in 2026.  Next-generation compute platform (Vera Rubin) The new Vera Rubin architecture, intr

🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even

1. Alpamayo: Open-Source Thinking for Autonomous Vehicles Nvidia introduced Alpamayo, a family of open-source AI models and tools that bring reasoning-based decision-making to autonomous vehicles. These models allow vehicles to process complex scenarios and explain their decisions, moving beyond traditional perception-only systems. Nvidia has released Alpamayo’s core components openly on platforms such as Hugging Face to encourage industry uptake and collaborative development.  Key strengths in this initiative include: Lowering the development barriers for OEMs and autonomous software developers by providing foundational technologies for reasoning and safety.  Accelerating the path to Level 4 autonomous driving through open datasets, simulation tools, and core AI models.  So

Potential Implications of NVIDIA's CES Announcements for Market Position and Future Growth  Advancements in AI and Autonomous Driving  NVIDIA unveiled Alpamayo, a new family of open reasoning models for autonomous driving at CES 2026. This platform introduces chain-of-thought, reasoning-based vision language action (VLA) models, aiming to bring human-like thinking to autonomous vehicle (AV) decision-making. Mobility leaders like JLR, Lucid, and Uber are reportedly interested in using Alpamayo to accelerate their Level 4 deployment roadmaps. The Mercedes-Benz CLA, featuring Alpamayo, is set to debut in the U.S. this year. This move positions NVIDIA to further penetrate the rapidly expanding physical AI market, which includes robots and autonomous machines. NVIDIA also highlighted

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Dive into the heart-pounding action at CES 2026 where chip giants Nvidia and AMD are dropping jaws with their latest AI wizardry. Investors, gear up—this isn't just tech talk; it's the future unfolding with mind-blowing advances in data centers, on-device smarts, and consumer gadgets that'll redefine how we live and play. 🌟🔮 First off, Nvidia's CEO Jensen Huang stole the spotlight with a keynote that's pure fire, unveiling Agentic AI that reasons, plans, and tackles complex tasks l

CES used to be where we pretended to care about smart refrigerators. Now it’s where Nvidia and AMD duke it out to see who gets to power the robot that might replace your job—or at least the one you didn’t want anyway. This year, I’m less interested in marginal GPU gains and more focused on whether these chip titans can convincingly present themselves as robotics platforms rather than pure AI silicon vendors. If robotics is the next stock engine, it will look very different from the last one. AI is leaving the cloud and learning to lift real weight When Compute Leaves the Cloud The first structural shift investors often underestimate is how robotics changes the AI compute demand profile. Data-centre spending remains lucrative but cyclical, tied to hyperscaler budgets. Robotics flips that mo

1. Artificial Intelligence as the Central Theme CES 2026 is widely characterised by the pervasive presence of artificial intelligence across sectors. AI technologies are expected to be showcased not merely as academic demonstrations but as tangible products and systems with real-world relevance in robotics, healthcare, mobility, entertainment, smart homes and productivity tools. This reflects a shift from novelty to practical deployment.  2. Major Keynotes from Nvidia and AMD Chief executives from Nvidia and AMD are both confirmed to speak at CES, signalling the strategic importance of the event for the industry. Their addresses are anticipated to outline broader AI strategies, with emphasis on next-generation hardware platforms, AI infrastructure and expanding use cases.  3. New