$NVIDIA (NVDA.US)$
[New York, 27th, Reuters] - According to a customer memo dated the 27th from U.S. financial giant Morgan Stanley <MS.N>, hedge funds are increasing their stock short positions, with the largest short positions on the 26th being in three stocks: U.S. semiconductor giant NVIDIA <NVDA.O>, Advanced Micro Devices (AMD) <AMD.O>, and U.S. electric vehicle (EV) leader Tesla <TSLA.O>.
According to the analysis by Morgan Stanley's institutional investor equity division, the short sells by hedge funds in single stocks on the 26th were the third highest this year, particularly notable in tech stocks.
The move to increase short position indicates that hedge funds are becoming Bearish on the U.S. stock market, which has seen a rise of over 20% for two consecutive years. Furthermore, the targeting of stocks like NVIDIA and Tesla suggests that hedge funds consider at least some of the gigantic tech stocks known as the "Magnificent Seven" to be overvalued.
The Magnificent Seven refers to Meta Platforms Inc...

$NVIDIA (NVDA.US)$
NVIDIA's flagship product, the H20 AI Accelerator, is facing a sales ban in China. This time, the focus is not on U.S. export regulations, but rather on new Energy efficiency rules set by the Chinese government, with the National Development and Reform Commission (NDRC) indicating a significant impact on the competitive environment of the domestic market.
The backdrop includes the rapid rise of Chinese companies like Huawei, which is seen as an intention to increase reliance on domestic AI Chips. NVIDIA has revenues of 20 billion dollars from the Chinese market annually, with a large portion derived from the H20, making the impact of this move on its performance immeasurable.
As a countermeasure, NVIDIA is considering performance adjustments for regulatory compliance, but the risk of decreased competitiveness is significant, and a shift in Global Strategy is highly likely.

$NVIDIA (NVDA.US)$
Due to rising risks from President Trump's tariff war, exposure of China's deepfake, and general skepticism regarding the investment return outlook of the company's largest customers, NVIDIA's stock is currently in a Bearish market.
However, while skeptics argue that a wider adoption of generative AI is necessary, the market may be overlooking the significant advances Nvidia is making in the field of Robotics.
There is already evidence that robotic companies are succeeding in the development of humanoid robots, which are being sold and implemented in industrial environments, proving that Nvidia's technology is worth investing in for these organizations.
We assist investors in understanding NVDA's services for training, simulation, and inference at the edge for Robotics and the total addressable market in a simplified manner.

$Palantir (PLTR.US)$
Palantir's FY24 Q4 revenue increased by 36% year-on-year, surpassing estimates by 7.6%. FY25 revenue is expected to grow over 31%, driven by a 54% year-on-year increase in AIP.
Palantir's USA commercial and government sectors accelerated growth, with USA commercial sector revenue rising by 64% year-on-year and government sector revenue increasing by 45% year-on-year.
Despite high ratings, Palantir's revenue is expected to grow at a CAGR of 50% over the next three years, with revenue anticipated to exceed 30% growth, justifying a target price of $136, which is considered premium.
As the cost per inference token decreases and computing demand skyrockets, leading organizations to adopt AI, Palantir is at a turning point in the AI revolution and deserves a 'Buy' rating.
Hello. My name is Amrita Roy. I primarily write about Software stocks. In the Technology industry in San Francisco ...

$NVIDIA (NVDA.US)$
Mouse Computer Co., Ltd. released the "DAIV FX-I7G80" and "DAIV FX-I7G7T" as NVIDIA Studio certified PCs from its creator-oriented PC brand "DAIV" on March 27th (Thursday).
NVIDIA Studio certified PCs are models optimized for performance and functionality for creators. The pre-installed NVIDIA Studio drivers are optimized in collaboration with creative application developers by NVIDIA's team of testers and engineers, enhancing the integration of hardware and applications. This improves work efficiency and speeds up workflows.
Both models are equipped with the GeForce RTX 50 series GPU, which adopts the NVIDIA Blackwell architecture to enhance AI performance. It supports FP4 for improving the efficiency of AI models and reportedly delivers over twice the performance compared to the GeForce RTX 40 series. Additionally, it comes with GDDR7 memory and PCI ...

$NVIDIA (NVDA.US)$
Nvidia (NASDAQ: NVDA) is said to be nearing a Trade to acquire Lepton AI, an Artificial Intelligence (AI) startup that rents servers equipped with Nvidia's AI Chips.
The deal is reportedly worth hundreds of millions of dollars, as reported by The Information on Wednesday, citing anonymous sources.
This acquisition aligns with Nvidia's (NASDAQ: NVDA) extensive strategy to expand into the cloud and enterprise software market, positioning it to compete directly with major cloud providers such as Amazon and Google. The AI giant is reported to have acquired the synthetic data startup Gretel last week.
Lepton is competing with companies like Together AI in the rental business of Nvidia GPU Servers. Founded two years ago, Lepton AI secured $11 million in a seed round from CRV and Fusion Fund in May 2023.
On the other hand, the Server...

$NVIDIA (NVDA.US)$
🔸IT giant Cognizant and semiconductor giant Nvidia have formed a strategic partnership.
The USA-based global IT and consulting giant Cognizant has entered into a strategic cooperation agreement with Nvidia.
This partnership aims to accelerate the implementation of AI technology across various industries.
Cognizant is a company that provides digital transformation and IT services for businesses around the world, and plans to drive innovation in five key areas by combining with Nvidia's advanced AI Chip technology.
🔸Five key development areas to accelerate the adoption of AI in enterprises.
At the Nvidia GTC 2025 event, Cognizant announced that it will focus on enhancing enterprise AI agents, industry-specific large language models (LLM), Digital Twin for smart manufacturing, AI foundational infrastructure, and its Neuro AI platform.
These initiatives aim to help client companies adopt AI technology...

$NVIDIA (NVDA.US)$
Despite a 21.8% drop in stock price, the robust AI capital expenditure and the efficiency of the Blackwell chip lead to a maintained Buy rating for NVDA.
The DeepSeek controversy has not reduced spending on AI. Blackwell remains essential for advanced AI models, surpassing Hopper in terms of efficiency and functionality.
Investor sentiment diverges from the optimism backed by management's evidence. NVDA's leadership in AI remains strong and has the potential to increase significantly from current levels.
Investment Paper
NVIDIA (NASDAQ: NVDA )( TSX: NVDA:CAIn the previous article regardingAnalyzed the company's third quarter Earnings Reports, investigated the progress of Blackwell production, and verified whether other divisions of the company are maintaining momentum. A Buy rating has been assigned to this stock.
Since my article was published in November 2024, the stock price has dropped 21.8...

$NVIDIA (NVDA.US)$
In 2025, the top four IDC Service Providers (Csp Inc) will order 3.6 million Blackwell chips✨
Although Apple's purchasing scale is still small, the entry of well-funded companies into this market raises expectations for $NVDA's growth☺️