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Generative AI Traffic Share.. 12 months ago: 1) ChatGPT ➔ 84.7% 2) Gemini ➔ 8.1% 3) Claude ➔ 2.2% 4) Perplexity ➔ 1.6% 5) Copilot ➔ 0.8% 6 months ago: 1) ChatGPT ➔ 79.7% 2) DeepSeek ➔ 9.2% 3) Gemini …
Time is a flat circle. I have a feeling there’s going to be a lot of 20-35 year olds looking for entry level jobs again soon 😅 — The Salty Doc (@saltydocEM) September 29, 2025 Whoever is running the simulation …
For those who have followed me long enough, you know that vendor financing has been Nvidia’s practice since the introduction of ChatGPT. They have consistently invested in startups and hyperscalers so that these companies could buy their GPUs. Now, with …
The AI money loop is creating a surge in valuations that feels unstoppable, but it hides enormous risk. Nvidia’s investments into OpenAI, Oracle’s GPU purchases, and OpenAI’s massive capacity orders keep pumping cash around in a cycle that inflates stock …
We sell you 100 billion in shovels and then invest that into your shovel-buying enterprise. There is no bubble here. The tech is clearly valuable enough by itself without resorting to wash investments. Nvidia to invest $100 billion in OpenAI …
How do I get involved in insider trading? That’s where the money is at. Imagine being this guy… They bought $72,000 worth of $INTC 26.5 calls that expire next week This morning $NVDA announced partnership with $INTC pumping the stock …
Nvidia will eventually lose 60 to 70% market share. pic.twitter.com/agyse2XC0c — The Great Martis (@great_martis) September 12, 2025 Is it true AI companies are depreciating their hardware over a 20+ year period instead of 3 in their earnings reports? If …
Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced …
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use …
Alibaba’s chip announcement isn’t an upgrade. It’s a message. “China’s Alibaba has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks” (US News). The design …
$46.7 billion in revenue. A 56% jump from last year. A figure no chipmaker has ever touched. And the stock still fell more than 5% after hours. That is not strength. That is fragility revealed. The illusion is scale. The …
The market’s heartbeat depends on one stock, and that stock just got a cold. $NVDA's "explosive growth is inevitably set to slow and Wednesday's results will be forensically examined for bumps in the road ahead."@Reuters pic.twitter.com/hCCFZaQMZ5 — Daily Chartbook (@dailychartbook) …
$NVDA Nvidia added $1 trillion in market cap after Trump approved H20 sales to China just a few months ago. Now what?https://t.co/uSURCUN53U pic.twitter.com/BWBM0SzWdN — JaguarAnalytics (@JaguarAnalytics) August 22, 2025 NVIDIA ORDERS SUSPENSION TO H20 CHIP PRODUCTION: INFORMATION $NVDA Literally Lutnick's …
“We don’t sell them our best stuff, not our second-best stuff, not even our third-best… You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking” https://www.msn.com/en-us/news/technology/china-reportedly-discouraged-purchase-of-nvidia-ai-chips-due-to-insulting-lutnick-statements/ar-AA1KX76p According to FT, China’s …
The US government is no longer warning, it’s wiring. Reuters confirms federal agencies are embedding tracking devices in AI chip shipments to catch illegal diversions to China. https://www.reuters.com/technology/us-embeds-trackers-ai-chip-shipments-catch-diversions-china-sources-2025-08-13/ If this is in the news it means the FBI likely already …
Nvidia’s Jensen Huang offered the White House $500 billion to keep China’s market open. Trump pushed for even more. That shows just how high the stakes are for both sides in this tech standoff. https://www.wsj.com/articles/nvidia-ceo-jensen-huang-white-house-china-chip-sales-500-billion-investment-4f3a2b7a $NVDA – From WSJ REPORT: …
Bloomberg found China is building a small city of AI data centers in a remote desert. In this mini-documentary, we reveal how it’s planning to use thousands of export-banned US chips to power them https://t.co/iIHBF0rFIA — Bloomberg (@business) July 31, …
Trump blocks Taiwan’s president from a symbolic New York stopover. China raises objections. Trump complies. Lai Ching-te cancels the trip. Markets barely flinch. But something isn’t right. Lai was en route to Paraguay, Guatemala, Belize. All Taiwan diplomatic allies. The …
The One Big Beautiful Bill Act made employer student loan contributions permanently tax-free, with inflation adjustments starting in 2026. This removes the biggest barrier to adoption and is expected to accelerate uptake. Companies like Nvidia, Fidelity, and United Talent already …
No one being able to compete with Nvidia would actually be a legitimate reason to break them up…. Wtf is he even talking about? — Pivot Point Investing (@P_Earns24) July 24, 2025
The 30-year Treasury yield just pierced the 5% ceiling again. That line has held for two decades. Every time it’s tested, the bond market snaps back. April 6 was the last time it happened. Stocks dipped. Bonds rallied. Today looks …
Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according …
Nvidia has become the first publicly traded company to reach a $4 trillion market capitalization, closing at $164.02 on July 9 after a 2.5% gain. The milestone places Nvidia ahead of Microsoft and Apple, both of which previously topped $3 …
Nvidia has officially become the first publicly traded company to reach a $4 trillion market capitalization. The milestone was crossed on July 9 after shares rose 2.5% to close above $164. The company now sits ahead of Microsoft and Apple, …
Culmination moment nears after flawless capitulation call… Nasdaq vs. NVIDIA The broadening pattern appears in both charts. This not good.This very bad. Moment of truth approaches. Hope this helps. pic.twitter.com/Xe3blOo48M — The Great Martis (@great_martis) July 3, 2025 Nasdaq Called …
MetaMicrosoftNVIDIAGoogle As the formations near completion, extra vigilance is required. The next couple of weeks will be telling. Hope this helps. pic.twitter.com/lswIGwTgoc — The Great Martis (@great_martis) July 3, 2025 Microsoft is laying off 4% of its workforce mostly in …
$SPX topping is a process pic.twitter.com/Ysr4NtSY8C — Ozzy (@ozzy_livin) June 27, 2025 Where Nvidia goes, so too does the S&P 500.. NVDA is now 3 bars above the upper BB with RSI over 76. pic.twitter.com/qb2m7Q5K2E — Michael J. Kramer (@MichaelMOTTCM) …
Nvidia (MONSTER) Insider Trading Alert 🚨 Mark Stevens and Tench Coxe, the 2nd and 3rd largest individual shareholders and board members, just dumped a combined $194 million worth of $NVDA shares pic.twitter.com/3iv2KHMmZd — Barchart (@Barchart) June 12, 2025
RETAIL IS SELLING $NVDA ACCORDING TO VANDA RESEARCH – Retail outflows from Nvidia were $258M over the past 5 days, $255M over the past 21 days – Nvidia retail sentiment down to -15, it’s lowest level in 3 years – …
We are now seeing nine-figure dollar insider sales frequently, in many companies. In case you were wondering who is on the other side of the flood of retail money. https://t.co/OJk7eyFBXN — James Chanos (@RealJimChanos) June 3, 2025