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๐ข ๐๐๐๐ ๐๐: $NVIDIA(NVDA.US) NVIDIA Unveils Vera Rubin Platform for Next-Generation AI Supercomputers
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐๐๐๐ unveiled the ๐๐๐ซ๐ ๐๐ฎ๐๐ข๐ง platform for AI and scientific computing.โค Vera Rubin delivers ๐จ๐ฏ๐๐ซ ๐ ๐๐ฑ๐๐๐ฅ๐จ๐ฉ๐ฌ of AI-for-science performance.โค The platform provides ๐ ๐ฉ๐๐ญ๐๐๐ฅ๐จ๐ฉ๐ฌ of native ๐ ๐๐๐ computing performance.โค Systems support up to ๐๐๐ ๐๐ฎ๐๐ข๐ง ๐๐๐๐ฌ per rack.โค Vera Rubin accelerates climate modeling, CFD, quantum chemistry and energy exploration.โค Platform combines ๐๐ฎ๐๐ข๐ง ๐๐๐๐ฌ, ๐๐๐ซ๐ ๐๐๐๐ฌ, NVLink-C2C and BlueField-4 DPUs.โค Leibniz Supercomputing Centre's ๐๐ฅ๐ฎ๐ ๐๐ข๐จ๐ง system will use Vera Rubin and deliver about ๐๐๐ฑ more compute power.โค DOE's ๐๐จ๐ฎ๐๐ง๐ supercomputer will use Vera Rubin for HPC, AI and data-intensive workloads.โค Los Alamos selected Vera Rubin for its ๐๐ข๐ฌ๐ฌ๐ข๐จ๐ง, ๐๐ข๐ฌ๐ข๐จ๐ง and ๐๐๐ซ๐ข๐ญ๐๐ฌ supercomputing systems.โค Bull, Dell, GIGABYTE, HPE and Supermicro announced Vera Rubin-based rack-scale systems.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Vera Rubin merges ๐๐, simulation and analytics into a unified computing platform.โค Higher performance could accelerate breakthroughs in science, energy and national security.โค Expands NVIDIA's leadership in the growing ๐๐ ๐๐ง๐ ๐๐๐ infrastructure market.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Scientific discovery is now a race between the complexity of the world's greatest challenges and the computing systems built to solve them. NVIDIA Vera Rubin is a new instrument for science โ a rack-scale supercomputer that brings simulation, AI and data processing together to help researchers and industries design and discover faster than ever." โ ๐๐๐ง๐ฌ๐๐ง ๐๐ฎ๐๐ง๐ , Founder and CEO of NVIDIA - H
Trump: 'critically important' that the CFTCโs authority over Prediction Markets is maintained - $Webull(BULL.US) $Robinhood(HOOD.US) $SPY
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$Webull(BULL.US) | ๐๐๐๐ฎ๐ฅ๐ฅ: Compass Point maintains ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees strong trading volume momentum and upcoming PDT rule changes driving user activity upside. - W
WeBull saw a steep drop off in net deposits during Q1, despite growing in registered users. $Webull(BULL.US)
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๐ After-Market Earnings Recap:
$Webull(BULL.US) $Copart(CPRT.US) $Take-Two Interactive Software(TTWO.US) $Ross Stores(ROST.US) $Workday(WDAY.US) $Deckers Outdoor(DECK.US) $Zoom Communications(ZM.US) - C
Week 2 โ Earnings Impact and Portfolio Discipline
Portfolio Overview๏ผ
In week two of my earnings season check-up, I reviewed my holdings as Q1 results continue to come out. My portfolio is still heavily concentrated in tech and semiconductors, with Comfort Systems making up over 53% and the Direxion Semiconductor Bull 3X ETF around 21%.
Earnings Focus๏ผ
This week I focused on Western Digitalโs earnings. The company showed strong revenue growth and better margins, driven by demand in cloud infrastructure and nearline storage, which supports my long-term view. Iโm also watching NVIDIA closely ahead of its upcoming report, especially around AI and data center trends.
Underperformers๏ผ
On the weaker side, ProShares Ultra Gold and Palantir Technologies saw some pressure, a reminder of how sector trends and market sentiment can shift during earnings season.
Performance Check๏ผ
Most positions are still in positive territory overall, but the high concentration in my portfolio remains something Iโm paying attention to. Doing this weekly review helps me stay grounded, focusing on how earnings impact my holdings instead of reacting to short-term moves.
Looking Ahead๏ผ
Going forward, Iโll keep tracking earnings and macro trends while being mindful of the risks tied to heavy semiconductor exposure and leveraged products.
Takeaway๏ผ
Keeping up with these regular check-ins is helping me build better long-term discipline, especially in more volatile markets.
#My Portfolio Health Check
My Portfolio Health Check - H
$Webull(BULL.US) | ๐๐๐๐ฎ๐ฅ๐ฅ: Rosenblatt reiterates ๐๐ฎ๐ฒ, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees PDT rule changes as a major catalyst, unlocking higher trading activity and margin profitability upside.Source: Hardik Shah
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A good bull knows where the bears live.
My thoughts on the bull case for 2026 along with the bear arguments that could warrant a correction next year. Substack below, as always it is free & no paywalls, curious to here other people's thoughts for next year as well!Source: amit