Vera Therapeutics

$NVIDIA(NVDA.US)Nice to see NVDA continuing to recover after the recent correction. For me, the bigger picture still looks constructive.

AI infrastructure spending remains very strong, with hyperscalers continuing to commit huge capex to compute. At the same time, Nvidia is moving from Blackwell toward Vera Rubin, so the growth story is not dependent on just one generation of GPUs. Recent market optimism around Rubin demand also supports the idea that AI compute demand is still far from slowing down. (MarketWatch⁠)

Now the focus shifts to earnings on Aug 26. Expectations are already high, so volatility before and after the result is something I’m watching closely. (NVIDIA Investor Relations⁠)

For now I’m comfortable holding. The short-term price can move either way, but as long as AI capex remains strong and Nvidia keeps its technology lead, I still like the medium-to-long term setup.

Holding and letting the thesis play out. 📈 @Captain's Treasure

Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis:

vera rubin in full production and coreweave showing 10x tokens per watt vs blackwell is a bigger deal than people realise. the efficiency jump is what keeps hyperscaler capex flowing to nvda. next stop is the aug earnings, holding through it

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Bristol Myers Squibb Expands AI Infrastructure With Nvidia DGX Vera Rubin - $Bristol Myers Squibb(BMY.US) $NVIDIA(NVDA.US)

Morgan Stanley: Memory

Rumor: China CCL giant Kingboard notified clients it plans to hike prices 15% on FR-4 and Prepreg, and on CEM-1/22F 10%, due to the rising cost of materials like E-glass fabric and copper foil, while copper foil processing fees will also rise, media report. Prepeg is a bonding material used in multilayer circuit board lamination (AI server boards layers are rising: Blackwell GPU boards 28-34-layers vs Vera Rubin 32-40 or more, versus a general purpose server board’s 8-12 layers).

Source: Dan Nystedt

Is NVIDIA Corporation $NVIDIA(NVDA.US) currently the biggest bargain in tech, or is the AI hype slowing down? Despite dropping about 18% from its May record high to the $192 range, NVIDIA’s financial engine is firing on all cylinders. The company recently reported a staggering 85% year-over-year revenue jump to $81.6 billion for Q1, powered by relentless data center demand. While critics worry about massive AI capital expenditure peaking, NVIDIA’s upcoming next-generation Vera Rubin architecture—boasting liquid cooling and up to 10x reductions in inference token costs—promises to cement its dominant market monopoly through 2027. Trading at an incredibly compressed forward P/E ratio of just 19x, the chip king is fundamentally disconnected from its lagging stock price.

I talked about Nvidia yesterday, and I will talk about it again today! It is a good buying opportunity and I have added stocks yesterday.

What are your positions?

Gold is still part of an all-weather portfolio, amidst de-dollarisation and geopolitical risks. Central banks are still buying and new emergent market players are joining in the purchase.

a print this perfect is exactly when i get nervous. 84% margins never last, memory is the most cyclical thing on the planet. took profits into the number, not chasing that $50B guide up here