Independent thinking for complex markets and current events
President Trump has touched down in Beijing today for a high-stakes summit with Xi Jinping, but the real story is the manifest on Air Force One. In a move that signals a pivot from “decoupling” to “deal-making,” the President has brought a $870 billion delegation of America’s most powerful billionaires. This is not a diplomatic …
by After-Condition4007 Jensen Huang said it himself at the Citadel Securities event back in October: “At the moment, we are 100% out of China. We went from 95% market share to 0%.” That’s not bearish speculation, that’s the CEO of the world’s most valuable chip company publicly quantifying what happened after rolling waves of export …
The markets are dropping after nvda reported better than expected earnigns and this is why!
*STOCK FUTURES EDGE HIGHER AHEAD OF NVIDIA $NVDA EARNINGS pic.twitter.com/0Sg2RCVX5I — Investing.com (@Investingcom) February 25, 2026 #Stock futures US, edging higher. Notice the #VIX been hovering around the 20 level for quite some time. pic.twitter.com/N3IKimTk51 — Bjorn (@TrademanFX) February 25, 2026 We have a very busy after hours of earnings incoming … here are some …
U.S. chip giant Nvidia (NVDA) is close to finalizing a $30 billion investment into OpenAI (OPENAI) that will replace the long-term $100 billion commitment agreed upon by the companies last year, the Financial Times reported on Thursday. The $30B equity investment is part of a funding round that is on track to raise more than …
Nvidia Could Delay New GPU Due To Deepening Memory Crunch https://t.co/2z8bmAlXpZ — zerohedge (@zerohedge) February 5, 2026 News flow around the memory crunch is accelerating by the week, and the casualty list is growing. Just this morning, Qualcomm and Arm Holdings warned that shortages of high-bandwidth memory (HBM) could crimp smartphone production this year. Apple …
Lawsuits do not mean guilt, but they do mean someone thinks the books were dressed up while risk was buried. If AI demand slows or financing tightens, this kind of leverage does not unwind politely. They will tell you, "We never saw it coming." pic.twitter.com/eoUhPP387V — The Great Martis (@great_martis) February 4, 2026 “When you …
Our entire market and economy is a house of card of debts — ZeroSumTruths (@ZeroSumTruths) January 26, 2026 Meanwhile: TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. …
Source: https://finance.yahoo.com/news/nvidia-launches-vera-rubin-its-next-major-ai-platform-at-ces-2026-230045205.html AI powerhouse Nvidia (NVDA) announced the launch of its next-generation Vera Rubin superchip at CES 2026 on Monday in Las Vegas. One of six chips that make up what Nvidia is now calling its Rubin platform, Vera Rubin combines one Vera CPU and two Rubin GPUs in a single processor. Nvidia is framing the …
Jensen Huang, the chief executive of the chip-making giant Nvidia, put his company at the forefront of the artificial intelligence boom by making semiconductors more powerful than any of his rivals’. This year, he’s promising to do it again. On Monday, Mr. Huang said the company would begin shipping a new A.I. chip later this …
Authored by Mike Shedlock via mishtalk, Investor made famous by ‘The Big Short’ is shorting Nvidia and Palantir. The Big Short Yet Again? The Wall Street Journal reports Michael Burry Bets He Isn’t Too Early to Go Against the AI Juggernaut Michael Burry has seen this movie before. Take, for instance, the scene in “The Big …
Bad for Intel, fine for AI, and a reminder that the real power still sits with whoever runs the best fabs. NVIDIA had reportedly tested Intel’s 18A chips following their $5 billion ‘mega-deal,’ according to a new report, but the sampling didn’t yield decisive results for the foundry division. Intel’s 18A Node May Be an …
When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys, it was just the latest in a string of massive investments announced by the chipmaker this year. Nvidia has also said it would take a $1 billion stake in Nokia, invest $5 billion in Intel and $10 billion …
JUST IN: Amazon launches its new Trainium3 AI chip to rival Nvidia and Google, and says it’s more "cost effective" than Nvidia's. The Trainium3 chip has up to 4.4× higher performance and 4× more memory bandwidth. byu/TonyLiberty inFluentInFinance Amazon stock surged after the tech giant unveiled its new in-house AI chip, Trainium3. The company claims …
JUST IN 🚨: Nasdaq $QQQ posts first red month since March 📉 It was a hell of a run 🫡 pic.twitter.com/SDBAZ4AMoN — Barchart (@Barchart) November 28, 2025 **NVIDIA** A concerning day for Nvidia: trading red amid a broad-based rally in equities, commodities, and precious metals. The broadening pattern is like a black hole…nothing escapes once …
Chinese regulators have barred TikTok-owner ByteDance from deploying Nvidia chips in new data centres. The tech publication The Information first reported the development on Wednesday, citing two company employees. ByteDance bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power for its billion-plus users amid concerns the …
Cisco then. Nvidia now. Bubbles gonna bubble. We all know how this ends. pic.twitter.com/q6VtzeG5P6 — Jacob King (@JacobKinge) November 26, 2025 No one said they failed… After it popped, it took a decade to recover. Nvidia will recover of course, but after destroying everyone that’s bought into that bubble. In today’s day and age, people …
“We are not Enron” – NVDA Kind of things only an Enron would say. 😂 — tic toc (@TicTocTick) November 25, 2025 Oculus warns about nvda and its down -6% in just a couple hours That’s the difference — 👁 (@Oculustrade) November 25, 2025 Deeper into the jaws of death. It is highly unlikely it …
Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. Shares of Nvidia were 4% lower in premarket trade. Google-parent Alphabet was trading 4.2% higher after a more than 6% rally on Monday. On Monday, The Information reported that Meta is considering using Google’s tensor processing units …
Two months ago Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman stood side by side in San Jose, California, to announce a historic agreement between the two leaders in artificial intelligence. Nvidia would invest $100 billion over a number of years, starting in 2026, as OpenAI’s AI supercomputing facilities come online, the duo said. …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
“Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarter. Shares of the AI chipmaker rose more than 4% in extended trading. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: $1.30 adjusted vs. $1.25 …
What happens when the excitement fades and the people left holding shares never meant to be long term investors cannot exit? Slowly, then suddenly. pic.twitter.com/bKAmVd81Ys — Michael Burry Stock Tracker ♟ (@burrytracker) November 11, 2025 🚨 SoftBank sold all 32.1 million of its $NVDA shares back in October for $5.83 billion. Is this bullish or …
Nvidia's losses accelerate to -5% on the day, now down -16% since Monday's high. That marks a drop of -$800 BILLION since Monday byu/RobertBartus inEconomyCharts U.S. stocks rebounded from session lows on Friday as hope for an end to the monthlong government shutdown offset continued weakness in tech stocks. Still, all three major indexes snapped …
I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the two names that define the AI era. pic.twitter.com/cUeTTJjGWk — Shay Boloor (@StockSavvyShay) November 4, 2025 …
Nvidia just crossed $5 trillion, and the world barely looked up. It’s the kind of number that should freeze you for a second. A single company now holds more paper value than the entire economy of Germany. It’s larger than Japan, India, the U.K., and every other country on Earth except the United States and …
JUST IN: Peter Schiff says Bitcoin is a "bubble" that is "about to pop." pic.twitter.com/CmMTESG8pG — Watcher.Guru (@WatcherGuru) October 28, 2025 Nvidia is now 16% of U.S. GDP. pic.twitter.com/FjwEkcbWa6 — Spencer Hakimian (@SpencerHakimian) October 29, 2025 BREAKING 🚨: Short Sellers Short Sellers are on track for their worst year since 2020 and they're blaming retail …
Authored by Mike Shedlock via mishtalk, Yes, regarding India and Japan. Germany is close. GDP vs Corporation Market Caps, Bitcoin, and Gold 2025-10-09 Top 10 Global GDPs in Trillions of US Dollars US: 30.5 China: 19.23 Germany: 4.74 India: 4.19 Japan: 4.19 UK: 3.84 France: 3.21 Italy: 2.42 Canada: 2.23 Brazil: 2.13 Top Market Caps in …
NVIDIA is not just selling GPUs to Musk’s xAI. They own a stake in the company. Every dollar xAI spends on hardware flows back to NVIDIA through sales and equity growth. Every time xAI succeeds, NVIDIA’s valuation rises. This is not a normal supplier relationship. It is a financial loop engineered to maximize control, influence, …
The AI hardware market looks competitive, but it isn’t. Nvidia is quietly running the entire game. What seems like a patchwork of chipmakers and cloud providers is really one company controlling the flow of money, production, and deployment. Nvidia invests in OpenAI, which buys chips from AMD. Oracle sells cloud infrastructure powered by Nvidia, and …