$NVIDIA(NVDA.US)$Grab(GRAB.US)
What's on your mind?
$NVIDIA(NVDA.US)$Grab(GRAB.US)
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters - $Micron Tech(MU.US) $Sandisk(SNDK.US) $NVIDIA(NVDA.US) $SK Hynix(SKHY.US)
$NVIDIA(NVDA.US)
Context: Cathie Wood's ARK Invest trimmed its stake in AMD, the chipmaker that is Nvidia's rival in the race to build artificial intelligence chips and data center processors. On Aug. 28, ARK sold 156,286 shares of AMD for approximately $72.8 million at the closing price on that day. Meanwhile, the company bought 243,707 Nvidia shares for over $53 million. The linked transactions make the move more remarkable.
Meanwhile, Nvidia has also officially announced the acquisition of Hugging Face, sending the stock up 2%.
My Trade: I'm looking at a $210 to $240 range for swing trades. Recent key support and resistance levels are slightly elevated following strong earnings and Nvidia's strategic acquisition moves.
Takeaway: ARK seems to be doubling down on AI infrastructure. Instead, the firm is parking money between chipmakers as investors assess Nvidia's commanding position against AMD's ability to get more share in accelerators and server CPUs. @Captain's Treasure
Let me get this straight chat… you have:
$NVIDIA(NVDA.US) 70% supply constrained revenue growth projections (would be 100%+)$Broadcom(AVGO.US) AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230BOpenAI Astra blowing away AGI benchmarks and starting to train itself.$Microsoft(MSFT.US) / $Alphabet(GOOGL.US) / $Amazon(AMZN.US) stating compute demand imbalances into next year, with Nvidia projecting $1.3T spend for 2027.You’re seeing this flow through supply chains from Samsung 70% capacity LTAs into 2031 to Powertech advanced packaging capacity 100% booked into 2030.Even your legacy players like Winbond are starting 2029-2030 allocations.Markets always have temporary drawdowns and macro scares… but…How can anyone not think AI stock go brrr?$NVIDIA(NVDA.US)
$NVIDIA(NVDA.US)The earnings reaction was surprisingly muted at first, but Jensen’s stronger long-term guidance completely changed the mood and sent NVIDIA sharply higher. It reminded me how quickly expectations can reset with one conference call.
I used the rally to trim part of my position. Honestly, I don’t have much desire to add more here—NVIDIA feels increasingly like a mature market leader, and it’s becoming harder to find meaningful alpha at these valuations.
This week reinforced one lesson: don’t confuse a great company with a great trade. Sometimes taking partial profits is the more disciplined decision.
@Captain's Treasure
The week is concluding with a strong Aug job report and that's pulling back those rate hike expectations. The relief from yesterday may be short lived.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
🏆🏆
Better than Steve Jobs
Let’s guess who is TOP 1 ?
1️⃣ NVDA
2️⃣ TSLA
3️⃣ MU
I say is NVDA again🎯