YieldMax NVDA Option Income Strategy ETF

How is NVIDIA's advantage looking tomorrow?

KYEC is moving fast. It's US subsidiary just ordered 200 sets of Hon Precision handlers: $150.8M total, ~$754K/unit.

Source: Chips & Wafers

$Intel(INTC.US)

Context: Intel really disappointed me. Despite all the high hope of reemerge to become a tech giant again especially in chip fabrication, its foundry business continues to bleed at US$1.9 billion for this 3rd quarter. The Intel CEO could blame the lack for raw material and the sluggish demand of PC CPU for the shortfall in revenue but the elephant in the room is still the losses in the foundry business. Until it can attract more customers to manufacture chips from its fab, Intel will continue to bleed. The rest of the problems like raw material and lower demand on CPU can be cyclical, these problems can be solved.

My trade: sell on Intel

Takeaway: The company share has been dragged into the worst drop since 1974 at 29%, Lip Bu Tan, please buck up or you will have the same fate as Pat Gelsinger.$NVIDIA(NVDA.US)$Netflix(NFLX.US)

12.23.2021

What is NVIDIA's advantage tomorrow?

ALERT🚨🚨🚨: AMD's @AnushElangovan and his team have achieved up to 2x better performance per dollar than even B200 on Kimi K3 Agentic Inference! This is due to various software optimization efforts, including tuning AITER kernels and MonoKernel decode.

What Caused Alphabet's USD 8.7 billion Accounting Paper Loss On Equity Investments?

🌟🌟🌟USD 8.7 billion accounting paper loss on equity investments seems massive. But on closer look, this is due to the standard GAAP accounting rules that mandate $Alphabet(GOOGL.US)must report all unrealised paper gains or losses on its income statement every quarter.

Alphabet is the single largest institutional shareholder of $SpaceX(SPCX.US)with 551.2 million shares, outside of Elon Musk himself. Long before Elon Musk became famous, Alphabet partnered with Fidelity to inject USD 1 billion into SpaceX. Alphabet alone provided an estimated USD 900 million.

When SpaceX shares slipped from their June high of USD 170.86 down toward the USD 143 range by the end of September, it triggered an astronomical USD 8.7 billion non cash paper loss for Alphabet.

The reality is Alphabet's underlying core operating income actually rose 30%. The business did not suffer. Its net bottom line was simply bruised by the volatile swings of Elon Musk's rocket ship.

In June 2026, Google signed a multi year agreement to pay SpaceX USD 920 million per month to access large scale AI computing facility and Nvidia GPUs from SpaceX's Colossus data center infrastructure.

Google and SpaceX are continuing to co-operate in space based machine learning & orbital data center concepts. This includes Google's Project Suncatcher initiative to test TPU machine learning infrastructure and laser link constellations in space.

By maintaining this huge anchor position in SpaceX , Alphabet has essentially hedged the future of global communications not only on Earth, but in Space too.

Exciting times are ahead for both Alphabet and SpaceX.

Dear Fellow Investors, Do you agree that the recent selloff of Alphabet is a great opportunity to buy the company? The current P/E ratio is only 14.7x.

@Captain Leo

OpenAI CEO Sam Altman met with Foxconn Chair Young Liu in Taiwan on Friday (10/30) to further discuss their partnership, Foxconn’s chairman said, media report, adding specific joint projects will be announced once finalized.

Source: Dan Nystedt

Buy $NVIDIA(NVDA.US) at USD225 and hold it due to the trust they give in terms of their products quality. Now, their shares are down. But I believe they grow higher.

LightCounting: Although we expect scale-up switching will grow fastest, Ethernet will still deliver strong sustained growth with a projected 28% CAGR. All told, 2026 data-center switch sales are projected to grow 162% year-over-year in aggregate, and our forecast shows a 5-year CAGR of 36%. By 2031, Ethernet, InfiniBand, and scale-up switch ASICs should generate a combined $147 billion in sales.