NVIDIA's GTC 2025: Jensen's 40x AI Leap Shakes Up The Stock Market There was Jensen Huang, rocking his leather jacket again at the SAP Center in San Jose. This wasn't just another tech talk - it was NVIDIA's GTC 2025, what they're calling the "Super Bowl of AI." And boy, did it send stocks all over the place! $NVIDIA (NVDA.US)$ Jensen show big news, make many company stocks go up down! NVIDIA say they have Blackwell platform now ready with 40 times better than ol...
On Monday, Morgan Stanley released a report indicating that its AI Supply Chain Investigation showed a reduction in CoWoS orders, resulting in$NVIDIA (NVDA.US)$plunging 9% at the close, retracing to the lows previously set by Deepseek. Here are some pivotal details: $NVIDIA (NVDA.US)$'s wafer orders at$Taiwan Semiconductor (TSM.US)$remain unchanged, with no reductions observed in the 4nm wafer orders. According to the AI Su...
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Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind. I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term. I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
The emergence of DeepSeek will shift the focal value of the AI industry chain from front-end computing power to the middle and end stages. Currently, the clearest direction is undoubtedly cloud computing. The core innovation of DeepSeek lies in the significant improvement in algorithm efficiency and the substantial reduction in costs. This provides a new approach for small and medium-sized enterprises to enter the field of ...
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This perspective is very unique. It feels like we are entering an era where we come down from the cloud to local deployment. A medium-sized enterprise can have its own AI with just 70 billion, while a small business can have one with just 14 billion. Data security and privacy issues are all resolved, with extremely low costs.
Aaron Invests (AI)
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Lol somehow deepseek AI is at a surface level. Look what I did with ChatGPT. A simple prototype robotics idea. Kid friendly to see the mechanics.
I did pretty well today in paper trading - but it all came down to when I opened the app for the day It happened to be right when MIRA peaked today and the bulk of my returns (~$2000) came from catching that in time to short it The rest of the day was largely spent undoing that by building up concentrated positions to gamble on earnings season. So never feel discouraged if you see the crazy numbers the top folks get! For every person who wins those lotteries, there...
Morning Movers Gapping up $General Motors (GM.US)$saw its stock increase by 1.0% following a third-quarter earnings report that surpassed expectations, driven by strong revenue and better profitability. $3M (MMM.US)$'s shares jumped 5.3% after announcing third-quarter earnings and revenues that exceeded forecasts. $RTX Corp (RTX.US)$experienced a 1.6% rise in stock value after reporting third-quarter earnings above analyst pr...
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CNNT
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I enjoy reading this format. It highlights potential entry points and highlights option trading opportunities. Thanks.
Handiyanan : What price did you buy in at?![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Tliet : Do you think now’s a good time to get into TSLA?
BigZ1256 Tliet : That has already become a political stock, I am not Bullish, I don't know what you think.