$NVIDIA (NVDA.US)$ EARNINGS WEEK IS UPON US!

$Bitcoin (BTC.CC)$ touched a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.
The largest digital asset shed as much as 3.2% on Tuesday, reaching a level last seen in mid-May, before paring some of the drop to trade at $64,520 as of 12:10 p.m. in New York. Smaller tokens such as Ether, Solana and Dogecoin also sank.
Some $600 ...

$NVIDIA (NVDA.US)$ +600% since and now the most valuable company in the world. Legend.

$Apple (AAPL.US)$ $Tesla (TSLA.US)$
1. Apple does most things offline on-device (look at Apple's Open source models here: apple/ml-ferret and apple/ml-llarp). This is why almost all features are blocked to just devices with high ram count 15 Pro (A17 Pro chip) and devices with M1 or better chip.
2. If necessary, they have private cloud compute for more processing power, running Apple's own models (For people doubting their privacy promise here as everyone should, Apple h...

$NVIDIA (NVDA.US)$ Market Cap: $3 Trillion

I think I still prefer $NVIDIA (NVDA.US)$
$Super Micro Computer (SMCI.US)$ is not a safe bet as NVDA.
They are riding the boat which is carried by NVDA where the market share could be possibly taken by other manufactures, but NVDA still has a huge tech barrier right now.
I could be wrong loll if SMCI rockets like a monster again I would kick my ass.

"NVDA has topped out at $1k, no bull case left. Only up due to the split, earnings missed buyside bogeys and weren't even impressive. Range-bound at best from here, I've started shorting"
$NVIDIA (NVDA.US)$ :

$NVIDIA (NVDA.US)$  — which contracts out chip manufacturing — not only beat expectations and raised guidance. The company also announced a 10-for-1 stock split, bought back billions of dollars’ worth of stock, and considerably boosted its dividend.
When the split sends Nvidia’s stock price down to around $100 a share, I expect the company could sustain the high growth that sent its stock price soaring for years to come.
Here are three reasons i...

Contact is head of financial services vertical at $Amazon (AMZN.US)$ AWS.  Probably worth remembering that senior execs operate at very high levels and typically lean optimistic - so need to stay sober but was pretty damn bullish.
Punchlines are that:
-1) Fin svcs is the largest vertical in AWS (25b) and will accelerate from 15% last year to 25-30% this year
-2) Everyone is working on moving 100% of their data to the cloud to deploy Gen AI across their organizations
-3) Margins in AI platform...