To The Moon

Writing Nvidia has been one of the biggest winners of the AI boom, but the market may soon enter a new phase. With the potential IPO launches of companies like SpaceX and OpenAI, global capital could begin rotating toward the next generation of “once-in-a-decade” listings. These are not just normal IPOs — they are trillion-dollar narratives tied to AI, infrastructure, robotics, space technology, and future computing. For the past two years, Nvidia has been the primary gateway for investors wanting exposure to AI. Every major AI company needed Nvidia chips, which pushed Nvidia into becoming one of the most valuable companies in the world. But once companies like OpenAI and SpaceX become publicly tradable, investors may no longer need indirect exposure through Nvidia alone. A large amount of

The print from Nvidia is not weak. It is too strong for expectations already priced in. 85% growth with ~75% margins tells you demand is still supply-constrained, not fading. The muted reaction signals positioning fatigue, not a broken thesis. What matters is the second-order move: Advanced Micro Devices +8% Arm Holdings +15% Micron Technology +5% This is classic cycle broadening. When the leader stops accelerating, capital rotates into laggards and suppliers. So which is it? Not a top yet, but no longer early. Nvidia: transitioning from hyper-growth leader → “infrastructure anchor” Market: shifting from single-stock trade → ecosystem trade (compute, memory, networking, power) On $220: Bull case: still early in inference + sovereign AI + enterprise adoption → higher base Bear case: expecta

Clearly Nvidia is surpassing AMD, at this rate I don't see AMD catching up

NVIDIA will become 1 of the top S&P at the current rate of AI technology evolving. 

$NVIDIA(NVDA)$   Nvidia: Has Jensen Huang really lost his magic? Nvidia (NVDA) delivered, and the market wasn't impressed. Now it seems like even good results are no longer enough because the company, I guess, is no longer just printing $60 billion in revenue. Remember that was FY2024. Earlier this year for FY2026, that revenue had gone up to $216 billion, more than 3.5x what they did in FY2024. I guess you could say that the market has now baked in very high expectations on what Nvidia could show us. Back in March, I highlighted why, when Jensen Huang unveiled the $1 trillion plus revenue opportunity at the Spring GTC, it should have been a blockbuster, but the market was discernibly not that impressed. Yet I

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat.

🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%. ✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣

The market is no longer debating whether AI demand is real. It is now debating who captures the next dollar of that demand. Let’s separate signal from noise. 1. Nvidia itself NVIDIA is no longer a “growth discovery” story. It is a scale + expectations story. An 85% YoY growth on that base, with 75% margins, is exceptional. But the tepid guidance reaction tells you something important: The market has already priced continued perfection Incremental upside now depends on beating extremely stretched expectations So at ~$220, Nvidia is not “cheap early-cycle” anymore. It is closer to a high-quality compounder with limited room for narrative expansion unless: Blackwell ramps faster than expected, or Hyperscaler capex surprises meaningfully again Otherwise, you get more “good results, muted price

$Strategy(MSTR)$   Just like Nvidia (NVDA), Strategy (MSTR) are two best Monster Stocks to Buy for Late 2026 For the points, this stock will rebound a couple of times to $230 in the next 6 months. 2026 has hardly brought any respite to the Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, stock. Even though the stock is up nearly 10% this year, the performance has been rather flat over the last month. Even then, an analyst has raised its price target on the Strategy stock due to two reasons. Strategy's quarterly loss prompts possible strategy shift Founded as a software company in 1989, the Michael Saylor-led company turned to Bitcoin amid the coronavirus pandemic in 2020. It now holds 843,738 BTC

Highly likely. Let's charge.😊

NVDA numbers are honestly insane at this point. The hard part isn’t whether it’s a great company, it’s figuring out how much future growth is already priced in. Seriously one to keep a close eye on.

This is less about Nvidia alone and more about where we are in the AI cycle. Start with the uncomfortable truth: This did not look like a blow-off top. If anything, it looked like maturing leadership. 1) Nvidia itself: not cheap, but not exhausted An 85% YoY growth rate at this scale, with ~75% gross margin, is not normal late-cycle behaviour. The muted reaction despite strong numbers suggests positioning was crowded, not that the story is broken. The real signal is this: buybacks + dividend + “$200B TAM expansion”. That is a company preparing for durability, not just peak hype. $220 is not a “starting point” in the traditional sense. It is more like a transition zone where expectations are already high, so upside depends on execution staying near-perfect. 2) The more important signal: bre

The most rate-sensitive assets moved first. That’s real repricing happening in real time. Meanwhile, the Nasdaq has only pulled back about 2% from highs. Semis are trying to fight macro gravity through extreme concentration: “No matter how bad macro gets, if we all pile into AI together, maybe we can hold the line.”

"Good earnings" are no longer enough when "Sell the news" takes over. It seems normal for Nvidia with short term trading volatility.

The numbers themselves are not the issue. An 85% YoY revenue surge with ~75% gross margin tells you Nvidia is still operating in a structurally supply-constrained, pricing-power regime. That is not what a “top” typically looks like. The market’s lukewarm reaction is more revealing than the results. It suggests expectations have moved from “strong growth” to “perfection plus acceleration”. When a company is priced for flawless execution, even excellent guidance feels insufficient. So there are two forces happening at once. First, Nvidia itself is likely entering a compression phase, not necessarily a collapse. Upside becomes harder because: hyperscaler capex is already heavily pre-committed Blackwell demand is widely anticipated positioning is crowded This is where you get sideways trading

A macro narrative centered around rate cuts suddenly flipping into rate hikes is not a small shift. Hike odds were 18% last week, 36% yesterday, and now effectively 100%. The $US30Y(US30Y.BOND)$ just hit 5.2%, the highest level in 20 years. $XAU/USD(XAUUSD.FOREX)$ are down 4% over the past week, while silver has dropped 14% from recent highs.

It's been interesting time on the stock market! 

​Wall Street is terrified that the AI bubble is about to burst. ​But Gavin Baker (the former Fidelity legend who famously beat 99% of his peers) just dropped a contrarian masterclass on why this cycle is fundamentally different. ​The tl;dr? The brakes of this bull market aren't controlled by the Fed. They are controlled by TSMC. ​If you are trading the AI infrastructure boom, your thesis is dangerously incomplete without these 3 structural realities: ​1️⃣ The Ultimate Anti-Bubble: TSMC’s "Stubborn" Guardrails ​The market's biggest fear is a repeat of the 2000 telecom crash or the 2018 memory glut: supply massively outrunning demand, leading to a catastrophic collapse in pricing. ​Baker’s reality check: That requires unhinged overbuilding. And the only company capable of overbuilding is TSM

NVIDIA Q1 FY27 (April quarter). • Revenue +85% Y/Y to $81.6B ($2.6B beat). • Operating margin 66% (+16pp Y/Y). • Non-GAAP EPS $1.87 ($0.10 beat). Q2 FY27 guidance: • Revenue $91.0B ($3.0B beat). Looks like the rocket is not stopping. $NVIDIA(NVDA)$   Who can stop them? Maybe not for the next 2 years?  Source: X user EconomyApp 

Writing Nvidia has been one of the biggest winners of the AI boom, but the market may soon enter a new phase. With the potential IPO launches of companies like SpaceX and OpenAI, global capital could begin rotating toward the next generation of “once-in-a-decade” listings. These are not just normal IPOs — they are trillion-dollar narratives tied to AI, infrastructure, robotics, space technology, and future computing. For the past two years, Nvidia has been the primary gateway for investors wanting exposure to AI. Every major AI company needed Nvidia chips, which pushed Nvidia into becoming one of the most valuable companies in the world. But once companies like OpenAI and SpaceX become publicly tradable, investors may no longer need indirect exposure through Nvidia alone. A large amount of

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

The print from Nvidia is not weak. It is too strong for expectations already priced in. 85% growth with ~75% margins tells you demand is still supply-constrained, not fading. The muted reaction signals positioning fatigue, not a broken thesis. What matters is the second-order move: Advanced Micro Devices +8% Arm Holdings +15% Micron Technology +5% This is classic cycle broadening. When the leader stops accelerating, capital rotates into laggards and suppliers. So which is it? Not a top yet, but no longer early. Nvidia: transitioning from hyper-growth leader → “infrastructure anchor” Market: shifting from single-stock trade → ecosystem trade (compute, memory, networking, power) On $220: Bull case: still early in inference + sovereign AI + enterprise adoption → higher base Bear case: expecta

$NVIDIA(NVDA)$   Nvidia: Has Jensen Huang really lost his magic? Nvidia (NVDA) delivered, and the market wasn't impressed. Now it seems like even good results are no longer enough because the company, I guess, is no longer just printing $60 billion in revenue. Remember that was FY2024. Earlier this year for FY2026, that revenue had gone up to $216 billion, more than 3.5x what they did in FY2024. I guess you could say that the market has now baked in very high expectations on what Nvidia could show us. Back in March, I highlighted why, when Jensen Huang unveiled the $1 trillion plus revenue opportunity at the Spring GTC, it should have been a blockbuster, but the market was discernibly not that impressed. Yet I

$Strategy(MSTR)$   Just like Nvidia (NVDA), Strategy (MSTR) are two best Monster Stocks to Buy for Late 2026 For the points, this stock will rebound a couple of times to $230 in the next 6 months. 2026 has hardly brought any respite to the Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, stock. Even though the stock is up nearly 10% this year, the performance has been rather flat over the last month. Even then, an analyst has raised its price target on the Strategy stock due to two reasons. Strategy's quarterly loss prompts possible strategy shift Founded as a software company in 1989, the Michael Saylor-led company turned to Bitcoin amid the coronavirus pandemic in 2020. It now holds 843,738 BTC

Clearly Nvidia is surpassing AMD, at this rate I don't see AMD catching up

The market is no longer debating whether AI demand is real. It is now debating who captures the next dollar of that demand. Let’s separate signal from noise. 1. Nvidia itself NVIDIA is no longer a “growth discovery” story. It is a scale + expectations story. An 85% YoY growth on that base, with 75% margins, is exceptional. But the tepid guidance reaction tells you something important: The market has already priced continued perfection Incremental upside now depends on beating extremely stretched expectations So at ~$220, Nvidia is not “cheap early-cycle” anymore. It is closer to a high-quality compounder with limited room for narrative expansion unless: Blackwell ramps faster than expected, or Hyperscaler capex surprises meaningfully again Otherwise, you get more “good results, muted price

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat.

This is less about Nvidia alone and more about where we are in the AI cycle. Start with the uncomfortable truth: This did not look like a blow-off top. If anything, it looked like maturing leadership. 1) Nvidia itself: not cheap, but not exhausted An 85% YoY growth rate at this scale, with ~75% gross margin, is not normal late-cycle behaviour. The muted reaction despite strong numbers suggests positioning was crowded, not that the story is broken. The real signal is this: buybacks + dividend + “$200B TAM expansion”. That is a company preparing for durability, not just peak hype. $220 is not a “starting point” in the traditional sense. It is more like a transition zone where expectations are already high, so upside depends on execution staying near-perfect. 2) The more important signal: bre

NVIDIA will become 1 of the top S&P at the current rate of AI technology evolving. 

🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%. ✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣

​Wall Street is terrified that the AI bubble is about to burst. ​But Gavin Baker (the former Fidelity legend who famously beat 99% of his peers) just dropped a contrarian masterclass on why this cycle is fundamentally different. ​The tl;dr? The brakes of this bull market aren't controlled by the Fed. They are controlled by TSMC. ​If you are trading the AI infrastructure boom, your thesis is dangerously incomplete without these 3 structural realities: ​1️⃣ The Ultimate Anti-Bubble: TSMC’s "Stubborn" Guardrails ​The market's biggest fear is a repeat of the 2000 telecom crash or the 2018 memory glut: supply massively outrunning demand, leading to a catastrophic collapse in pricing. ​Baker’s reality check: That requires unhinged overbuilding. And the only company capable of overbuilding is TSM

NVIDIA's Stellar Earnings Fuel AI Bull Market, Wall Street Eyes $7 Trillion Valuation Stock News 22:55 NVIDIA (NVDA.US), the world's highest-valued company often dubbed the "most important stock on Earth" and the "AI chip kingpin," released another exceptionally strong quarterly report and future outlook after the U.S. market closed on Wednesday. The latest results clearly underscore that the global frenzy for building AI computing infrastructure is far from over, expanding from AI GPUs and ASICs to data center CPUs, high-performance networking, full-scale server clusters, AI super factories, and enterprise-level large-scale AI cloud computing systems. On Wall Street, bullish sentiment for NVIDIA, the "global AI leader," is intensifying. The average analyst price target alone suggests a po

1. $NVIDIA(NVDA)$ First Quarter Earnings Report: Earnings and Revenue Both Exceed Expectations Revenue: $81.6 billion, up 20% sequentially and 85% year-over-year, a record high, significantly exceeding Wall Street expectations ($78.8-79.2 billion) Data Center Business (Core AI Driven): $75.2 billion, up 92% year-over-year, a record high, accounting for over 92% of total revenue. Earnings Per Share (EPS, non-GAAP adjusted): $1.87, exceeding analyst expectations ($1.76-1.78) Gross Margin: Remained at a high level of approximately 75% (Q2 guidance also solid) Q2 FY2027 Guidance: Revenue approximately $91 billion (significantly upward revised), gross margin approximately 75% (±50 basis points) An additional $80 billion in share buybacks was authorized

$NVIDIA(NVDA)$’s Q1 FY2027 earnings report delivered on Wednesday, May 20, 2026, was an absolute powerhouse by any fundamental metric. Yet, the stock’s mild ~1% drop following the release is a classic example of a "sell the news" event, where a flawless report collides with historically high expectations. The Q1 FY2027 Earnings Snapshot Nvidia soundly beat both the sell-side consensus and the more aggressive buy-side "whisper numbers." Beyond the headline numbers, Nvidia announced an eye-popping 25x increase in its quarterly dividend (from $0.01 to $0.25 per share) and tacked on a fresh $80 billion share repurchase authorization. Why Did the Stock Slide 1%? When a company delivers a double-beat and raises guidance by billions, a stock slide can fe

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 NVDA's latest earnings call just released, and it is the move driving this week's tape! The company delivered a massive beat with a record-high revenue of $81.6 billion—up 20% sequentially and 85% year-over-year—significantly exceeding Wall Street expectations of $78.8-$79.2 billion. That's the backdrop for today's question — Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point？ — and three Tigers have already staked out different reads, from @nerdbull1669, @TheBeautyofOptions, and @Shyon : 1. nerdbull1669 | Why Nvidia

A macro narrative centered around rate cuts suddenly flipping into rate hikes is not a small shift. Hike odds were 18% last week, 36% yesterday, and now effectively 100%. The $US30Y(US30Y.BOND)$ just hit 5.2%, the highest level in 20 years. $XAU/USD(XAUUSD.FOREX)$ are down 4% over the past week, while silver has dropped 14% from recent highs. And tonight: $NVDA earnings. Can NVIDIA still save this market? Yardeni Calls for a July Rate Hike CME FedWatch is now pricing roughly a 42% chance of a hike this year. The real story: the bond vigilantes are now driving policy expectations. “Walsh is an outsider. The bond market is the real policymaker.” His projected path: June FOMC removes forward gu

The numbers themselves are not the issue. An 85% YoY revenue surge with ~75% gross margin tells you Nvidia is still operating in a structurally supply-constrained, pricing-power regime. That is not what a “top” typically looks like. The market’s lukewarm reaction is more revealing than the results. It suggests expectations have moved from “strong growth” to “perfection plus acceleration”. When a company is priced for flawless execution, even excellent guidance feels insufficient. So there are two forces happening at once. First, Nvidia itself is likely entering a compression phase, not necessarily a collapse. Upside becomes harder because: hyperscaler capex is already heavily pre-committed Blackwell demand is widely anticipated positioning is crowded This is where you get sideways trading

Highly likely. Let's charge.😊

Nvidia Crushes Earnings Again: Revenue Beat, Strong Guidance, $80B Buyback $NVIDIA(NVDA)$   once again delivered a broadly better-than-expected set of results in its latest fiscal Q1 2027 earnings report, further reinforcing the market's view that the AI supercycle is still accelerating. The company reported first-quarter revenue of $81.6 billion, up 85% year over year and above Wall Street expectations of roughly $79.19 billion. Adjusted EPS came in at $1.81, also topping the consensus estimate of $1.78. Core data center revenue reached $75.2 billion, surging 92% year over year and remaining Nvidia's primary growth engine. Meanwhile, data center networking revenue climbed to $14.8 billion, up 199% from a y