I’ve been debating whether to keep adding to my $NVIDIA (NVDA.US)$ position. On one hand, AI’s been a massive game-changer for me personally—it’s made my work and daily life so much more efficient. That’s why I don’t think this is just another bubble.
But on the other hand, the market’s unpredictable. Interest in AI could fade as the hype wears off, and funding for the space might slow down. This wouldn’t be the first time we’ve seen a promising technology h...

Citi expects $NVIDIA (NVDA.US)$ ’s GPUs to maintain strong momentum, citing the flexibility of CUDA for reprogramming software to handle diverse workloads as a key advantage. The firm reiterated a "Buy" rating with a price target of $175, implying a 34% upside.

Barclays observed similarities between $Tesla (TSLA.US)$ and Bitcoin’s rallies, both driven by investor hype detached from fundamentals. Speculative call option buying post-election also contributed to Tesla’s stock surge.
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If you think this chart looks bad, you should check out $MicroStrategy (MSTR.US)$
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Oklo, a nuclear energy startup backed by OpenAI CEO Sam Altman, announced a landmark deal with data center operator Switch to deploy 12 GW of Oklo Aurora reactors by 2044. The news sent Oklo's stock up 13% in pre-market trading.
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What’s everyone looking to pickup in this sea of red??
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Analysts noted that $NVIDIA (NVDA.US)$ ’s GB chips will only enter mass production after February, with GB300 small-batch production starting four months later. GB200 has limited production time, and the chips reportedly face "several minor issues." Nvidia is also encountering stiff competition from ASICs and investors locking in profits ahead of the holiday season.

- Fed cuts by 25 bps as expected.
- Markets see 90% chance that they hold rates at January meeting.
- Fed projects two 25 bps cuts in 2025 and another two 25 bps cuts in 2026, with a median policy rate of 3.125%
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