$NVIDIA (NVDA.US)$
New Positions:
• $SMH -- $30M
• $NVDA -- $28M
• $NBIS -- $18M
• $CMG -- $11M
• $RDDT -- $10M
• $XYZ -- $9M
• $SOFI -- $8M
• $RBLX -- $6M
Big bets on semis, AI & fintech

$Adobe (ADBE.US)$
The weakness of Adobe's stock price presents an opportunity to accumulate stocks in a company with a strong moat and excellent AI integration.
AI enhances Adobe's Software rather than replaces it, promoting efficiency and demand in digital-first companies.
Adobe's Firefly AI model and innovative features position it as the definitive leader in AI-powered digital creation.
Despite concerns about AI, Adobe's strong margins, consistent sales growth, and historical resilience make it a compelling Buy.

$NVIDIA (NVDA.US)$
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...

$NVIDIA (NVDA.US)$
# Overview
According to a survey by Morgan Stanley, it is suggested that Nvidia continues to maintain an overwhelming market Share. It is emphasized that ASICs (Application-Specific Integrated Circuits) are not necessarily superior when compared to commercial GPUs, highlighting Nvidia's advantages in various cost and performance aspects. In particular, Nvidia's investment strategy and the maturity of its ecosystem are seen as factors that maintain its competitiveness, and although there will be growth in ASICs in the future, it is currently likely that Nvidia will dominate the market.
# Main Points
1. Nvidia continues to maintain an overwhelming market Share.
2. ASIC is not on par with commercial GPUs and only achieves the same results through different means.
3. Nvidia's Market Cap is supported by an estimated $32 billion in AI revenue.
4. ASIC development has significant cost hurdles and is likely to be inferior to Nvidia.
5. Whether ASIC performance exceeds that of commercial products depends on the application, but the Nvidia ecosystem...

$NVIDIA (NVDA.US)$
Quoted below
According to the supply chain, Foxconn's factories in Taiwan and Vietnam operated during the Spring Festival period, with a total of over 5,000 people working at full capacity, achieving the delivery target for the GB200 set by NVIDIA by the end of January in the fiscal year.

$NVIDIA (NVDA.US)$
The Trump administration is seeking a renegotiation of awards under the USA. Reuters Communications cited a knowledgeable source stating that the CHIPS and Science Act has awarded grants and indicates future delays in payments for Semiconductors.
The CHIPS Act brought about by the previous Biden administration provides $39 billion in grants, billions more in loans, and a 25% tax credit to promote domestic chip manufacturing and reduce dependence on Asia. Many companies have received awards under this initiative.
The White House is currently considering a review of awarded projects. The government plans to reassess the current requirements and renegotiate some agreements after modifications. However, the scope of possible changes and how they may affect already confirmed agreements was not clear. The report added that it is also unclear whether any measures have been taken yet.
Leah Peng, a spokesperson for GlobalWafers, stated to the press that the CHIPS program office is operating under the executive order of President Donald Trump and the administration.

$NVIDIA (NVDA.US)$
The claims regarding the cost efficiency of DeepSeek initially raised concerns among Nvidia Corporation investors, but comprehensive analysis revealed that breaking the company's superiority in AI Chips would likely be difficult.
Despite long-term risks, Nvidia's strong ecosystem, innovation, and financial strength position the company to maintain leadership in the AI Chip market.
If the management's forecast for the first quarter of fiscal year 2026 exceeds Analyst Financial Estimates, many of the negative factors surrounding the company's stock due to DeepSeek will likely dissipate.
The buy rating for NVDA will be maintained for aggressive growth investors.
Nvidia Corporation (NASDAQ : NVDA The stock price of Nvidia Corporation has stagnated over the past few months due to concerns about its valuation, and the market has become sensitive to selling the stock if the company's high revenue growth and profitability are actually or perceived to be under threat. An example of a perceived threat to revenue growth is thatDeepSeek ( ...