$NVIDIA(NVDA)$ is the GPU−fuel

$NVIDIA(NVDA)$ is the GPU−fueled rocket ship blasting through 3T AI galaxies—trading at 40x P/E (cheaper than Jensen’s leather jacket collection), with $393B revenue and Blackwell chips yeeting 110% QoQ sales . Bears whine “AMD threat!” but 119% ROE just turned doubters into CUDA cultists.

Sure, gross margins dipped to 70.6% , but bulls DGAF when 728B net income funds a 500B AI tollbooth and 356B data center revs morph into AI’s oxygen tank. Analysts drool over $180 targets , because who needs sleep when 90% of AI’s neurons run on H100s?

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":433005668737160,"tweetId":"433005668737160","gmtCreate":1746719194407,"gmtModify":1746719264027,"author":{"id":10000000000010988,"idStr":"10000000000010987","authorId":10000000000010988,"authorIdStr":"10000000000010987","name":"Thomas Flynn","avatar":"https://static.tigerbbs.com/30bbd0a59a8d7d57f742e98ccfab8e33","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":65,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <v-v data-views=\"1\"></v-v>is the GPU−fueled rocket ship blasting through 3T AI galaxies—trading at 40x P/E (cheaper than Jensen’s leather jacket collection), with $393B revenue and Blackwell chips yeeting 110% QoQ sales . Bears whine “AMD threat!” but 119% ROE just turned doubters into CUDA cultists.Sure, gross margins dipped to 70.6% , but bulls DGAF when 728B net income funds a 500B AI tollbooth and 356B data center revs morph into AI’s oxygen tank. Analysts drool over $180 targets , because who needs sleep when 90% of AI’s neurons run on H100s?[Sly][Sly][Sly]</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <v-v data-views=\"1\"></v-v>is the GPU−fueled rocket ship blasting through 3T AI galaxies—trading at 40x P/E (cheaper than Jensen’s leather jacket collection), with $393B revenue and Blackwell chips yeeting 110% QoQ sales . Bears whine “AMD threat!” but 119% ROE just turned doubters into CUDA cultists.Sure, gross margins dipped to 70.6% , but bulls DGAF when 728B net income funds a 500B AI tollbooth and 356B data center revs morph into AI’s oxygen tank. Analysts drool over $180 targets , because who needs sleep when 90% of AI’s neurons run on H100s?[Sly][Sly][Sly]</body></html>","text":"$NVIDIA(NVDA)$ is the GPU−fueled rocket ship blasting through 3T AI galaxies—trading at 40x P/E (cheaper than Jensen’s leather jacket collection), with $393B revenue and Blackwell chips yeeting 110% QoQ sales . Bears whine “AMD threat!” but 119% ROE just turned doubters into CUDA cultists. Sure, gross margins dipped to 70.6% , but bulls DGAF when 728B net income funds a 500B AI tollbooth and 356B data center revs morph into AI’s oxygen tank. Analysts drool over $180 targets , because who needs sleep when 90% of AI’s neurons run on H100s?[Sly][Sly][Sly]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/433005668737160","repostId":0,"isVote":1,"tweetType":1,"viewCount":136,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":468,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/433005668737160"}