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Initially, NVIDIA's GeForce RTX 5090 faced severe shortages and soaring prices, but supply is expected to increase significantly. Following a slowdown in demand for AI GPUs, NVIDIA is shifting production lines to gaming GPUs. Reports indicate that market conditions will improve in a few weeks to about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
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$NVIDIA (NVDA.US)$
Last year, Q1 saw a huge increase.
Q1 has arrived again this year.
🚀 Morning outside of trading hours on the 27th 🚀 It's exciting, isn't it? 😊
Last year, Q1 saw a huge increase.
Q1 has arrived again this year.
🚀 Morning outside of trading hours on the 27th 🚀 It's exciting, isn't it? 😊
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$NVIDIA (NVDA.US)$
Recently, there have been various doubts and the temptation to stray to other brands, but it has been reconfirmed that nothing has changed regarding NVIDIA's dominance.
This could be called a trial of holding on that was given by God.
Now it's just a matter of whether it can get past the peak of the earnings report. A usual crash?
No, no, this time could it be the sellers who get trapped?
Now it's just about the stock price.
It's impossible for it to be sluggish just here, so I genuinely hope for a quick passing through the earnings report and at least 200.
Recently, there have been various doubts and the temptation to stray to other brands, but it has been reconfirmed that nothing has changed regarding NVIDIA's dominance.
This could be called a trial of holding on that was given by God.
Now it's just a matter of whether it can get past the peak of the earnings report. A usual crash?
No, no, this time could it be the sellers who get trapped?
Now it's just about the stock price.
It's impossible for it to be sluggish just here, so I genuinely hope for a quick passing through the earnings report and at least 200.
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$NVIDIA (NVDA.US)$ Recently, there have been a lot of bullish candles, and clearly, the Candlestick looks beautiful. It might be a good time for a tentative Buy.![]()
$DoorDash (DASH.US)$ There was a linear rise before the earnings report, and it jumped further after the report. A Dash is expected to follow. 💨
$Tapestry (TPR.US)$ After a sharp rise post-earnings, it seemed to drop, but it's recovering supported at $78. This looks like it will go up.
$DoorDash (DASH.US)$ There was a linear rise before the earnings report, and it jumped further after the report. A Dash is expected to follow. 💨
$Tapestry (TPR.US)$ After a sharp rise post-earnings, it seemed to drop, but it's recovering supported at $78. This looks like it will go up.
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Firefly Neuroscience (AIFF), which announced its participation in NVIDIA's "Partner Connect Program", saw its stock price surge over 200% in just five days. The company provides neuroscience technology utilizing AI and operates the FDA-approved "Brain Network Analytics (BNA)" platform. While this partnership might boost Firefly's growth with NVIDIA's AI technology, there are significant concerns regarding its financial situation. With expanding losses, high valuation, and lack of analyst coverage, the company's future business development is crucial.
Will Firefly Neuroscience's AI platform evolve with NVIDIA's technical support?
Firefly Neuroscience's flagship product, "Brain Network Analytics (BNA)", provides technology that analyzes EEG data with AI to detect signs of neurological diseases that physicians might overlook. NVIDIA's AI Hardware and Software...
Will Firefly Neuroscience's AI platform evolve with NVIDIA's technical support?
Firefly Neuroscience's flagship product, "Brain Network Analytics (BNA)", provides technology that analyzes EEG data with AI to detect signs of neurological diseases that physicians might overlook. NVIDIA's AI Hardware and Software...
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$NVIDIA (NVDA.US)$
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...
ASICs (Application-Specific Integrated Circuits) are neither superior nor inferior to commercial GPUs; they are simply another means to achieve the same goal.
It's extremely long but 😓.
Morgan Stanley: Despite the ASIC, Nvidia will continue to maintain an overwhelming market share.
The ASIC category is neither superior nor inferior to commercial GPUs; it is simply a different means to achieve the same result.
Over the past six months, momentum in the AI field has clearly shifted towards custom silicon. Nvidia has remained stagnant, while AMD's performance has significantly decreased. Nvidia's market cap of 3 trillion dollars is supported by quarterly AI revenue of over 32 billion dollars, while AVGO's market cap of 1.1 trillion dollars is based on quarterly revenue of 3.2 billion dollars. Clearly, the market judges the growth potential of ASICs to be several times that of commercial GPUs.
AS...
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$NVIDIA (NVDA.US)$
New Positions:
• $SMH -- $30M
• $NVDA -- $28M
• $NBIS -- $18M
• $CMG -- $11M
• $RDDT -- $10M
• $XYZ -- $9M
• $SOFI -- $8M
• $RBLX -- $6M
Big bets on semis, AI & fintech
New Positions:
• $SMH -- $30M
• $NVDA -- $28M
• $NBIS -- $18M
• $CMG -- $11M
• $RDDT -- $10M
• $XYZ -- $9M
• $SOFI -- $8M
• $RBLX -- $6M
Big bets on semis, AI & fintech
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$NVIDIA (NVDA.US)$
It's at NVIDIA from 10 PM tomorrow.
It's at NVIDIA from 10 PM tomorrow.
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