• Minotor : because it is opex today

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• 102491488 : tariffs

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• CheekyCharm : I believe $NVIDIA (NVDA.US)$ failed to have a positive move in the markets because prior to the GTC conference, it was hyped up in its wording. For example, the narrative was "each time NVDA had it's GTC conference the price moved up after it". Reminds me of that saying "this time never is". Many people had expectations that "this time" it would also probably move up. Seemed and smelt somewhat like an announcement to provide liquidity for those that were looking to exit. The chart is also quite #Bearish and a bunch of NVDA free shares are being dished out plenty of reasons why folks would want to sell I think

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• ztock_boy : how they plan to maintain market dominance with desktop cpu?  the blackwell chip designated for desktop cpus? there main income has always been GPUs. why this article doesn't mention Tesla contracts.? or gpt or open ai contracts? a lot of info missing from public sources

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• 74853006 : Nvidia "allows" AMD to take Desktop CPU and GPU market- they really operate as a monopoly in the industry and split product offering by price tier- The trend of GPUs offering roughly double performance for the same price stopped a decade ago, making it harder to get a substantial performance boost for the same price. ...  Lisa Su, CEO of AMD, and Jensen Huang, CEO and co-founder of Nvidia, are first cousins once removed, with Huang's mother being the youngest sister of Su's maternal grandfather.  And now you know the rest of the story...

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• 空軍9號 vs 抄底絕招 : To save the market, immediate interest rate cuts are necessary.

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