🌟🌟🌟NVIDIA $NVIDIA(NVDA)$ is the current leader as it holds 70 % to 95% of the AI accelerator market.  This refers to the entire industry of specialised chips designed to speed up AI workloads especially machine learning and inference. NVIDIA also controls 80% of the AI chip market overall.  It has  surpassed USD 100 billion in semiconductor

Hold on, US approval was expected to be given, and that was not the biggest issue. What everyone wondered was whether China would allow the sales to happen without a hitch. There was already rumblings that China would not easily approve its use, even while Jensen was trying to get things rolling in the China market (borderline begging the us president to approve the H200 sales). There had been passive accusations from China that the chips are throttled to be subpar, or could be exploited, likely a ploy to pressure nvidia harder. Going by more recent news, Reuters has reported that the Chinese customs officers have been instructed that the H200 chips are not allowed into the country, after the "green light" was given by president trump. This should cause some wobble in nvidia share pri

Single theme into 2026: AI monetisation at the application layer. Infrastructure gains are largely priced in. The next phase rewards firms that translate AI into clear productivity gains and recurring revenue within real workflows. Tempus AI (TEM): Further upside is possible, but only with execution surprises. Its oncology focus commands high willingness to pay. Gains hinge on faster adoption, margin improvement, or major pharma partnerships. Valuation remains unforgiving. ServiceNow & Snowflake vs IGV: Preference: ServiceNow > IGV > Snowflake. ServiceNow shows the strongest ROI-led AI adoption and pricing power. IGV suits diversified exposure. Snowflake faces heavier competition and margin uncertainty. NVIDIA add level: Add only on pullbacks. Ideal zone is 15–20% below

Nvidia (NVDA) Stock Information and H200 China Export Analysis The U.S. government has approved Nvidia to resume exports of its H200 AI chips to China, easing prior restrictions and potentially unlocking significant demand from Chinese cloud and AI customers. However, this situation is complex, with both substantial revenue upside potential and considerable geopolitical and regulatory risks. 1. Stock Price and Performance As of January 15, 2026, Nvidia's stock (NVDA) closed at $183.14, marking a decrease of $2.67 (-1.437%) from its previous close of $185.81. The stock's 52-week high is $212.18, and its 52-week low is $86.60. 2. Potential Near-Term Revenue Upside The approval for H200 chip exports to China presents a significant revenue opportunity for Nvidia. Strong Demand: Chinese tech co

🚨 NVDA’s China "Unlock": A Bullish Catalyst or a Tariff Trap? The headlines scream "Green Light," but the fine print screams "Caution." Here is the real trade setup. The U.S. government has reportedly approved NVIDIA ($NVDA) to resume exports of high-performance chips (specifically the H200) to China. On paper, this looks like the "golden key" to unlocking billions in frozen revenue. But if you are chasing this news blindly at $183, you might be walking into a trap. Smart money is reading the fine print, and you should too. This isn't a return to 2021—it's a new, high-stakes game of "Compliance Poker." 1️⃣ The "Green Light" Has a Red Toll Booth Retail sees "Export Approved." Institutional desks see "Margin Compression." While the H200 can now legally flow to China, reports indicate this co

🌟🌟🌟This is the most investable phase of the AI cycle, the point where AI is no longer a moonshot but a measurable contributor to: Sales conversion - Google's Gemini "virtual merchant" upgrade  R&D acceleration - NVIDIA and Eli Lilly commiting USD 1 billion to a joint discovery lab  Workflow automation - ServiceNow Data monetisation - Snowflake  Clinical and pharmaceutical revenue - Tempus AI This theme "AI that pays for itself" has durability because it aligns with what CEOs will approve : That AI reduces cost, increases throughput and directly generates revenue.  AI now produces cash flows, not just demos. Tempus AI - What It Actually Does  Tempus $Tempus AI(TEM)$  sits at

It is AI boom era and no doubt next phase of AI adoption is coming as job fears grow.

if servicenow stands out.. why is it dropping? looks like market manipulation is play. the whole market wants to rise but must take turns. Now anything hanging the word AI gets first priority to go up. like a fast pass in Universal Studios. At the end of the day, the other sectors or stocks will go up, just like the other normal people with no fast pass will still get on the ride. but slower.

🌟🌟🌟If there is one theme I would follow in 2026, it would be "The New AI Playbook: Follow the Money, Not the Models".  AI is no longer just a promise.  AI has become a profit engine.  From Walmart $Wal-Mart(WMT)$ hitting new highs on the back of $Alphabet(GOOG)$ Google's Gemini "virtual merchant" upgrade to NVIDIA $NVIDIA(NVDA)$ and $Eli Lilly(LLY)$ Eli Lilly's partnership  having a joint AI drug discovery lab, AI is being monetised  to  generate more revenue for companies. The new AI Playbook is here in 2026!  I would follow the money trail because this is where I can unearth great

yes tempus can run surprised results. will pick service now and buy NVIDIA now

this is bigger than all of us realise. predicting the newest moves in this area could become more lucrative than the moves themselves.⭐🐯

AI and Healthcare sectors have been the key driver for global stocks since the 2020 COVI D pandemic.    Big data analytics combined with scalable computing results in innovation in treatments , drug discovery and quicker clinical trials . With NVIDIA ( NVDA ) the most powerful AI chip maker and computing platform & Eli-Lilly ( the fastest growing Fortune 500 Healthcare stock )    Team up - is a seismic stick to the expected  revenue and profitability of both firms . Typically such teams up would result in major price rises for both stocks 2-3 quarters later .  However , markets have already started jumping particularly for NVDA stock - since the news is out . JP Morgan , & others are already revising their price targets for both Nvidia &Eli-Li

If I had to follow one theme into 2026, it would be AI embedded directly into revenue-generating workflows. The market is moving beyond chips toward companies using AI to improve margins and execution in retail, pharma, and healthcare. That’s where AI spending becomes durable. Tempus AI (TEM) still has upside if execution stays strong. The ~83% YoY revenue growth shows real commercialization, and any improvement in margins or enterprise penetration could re-rate the stock as healthcare infrastructure rather than a pure growth play. Between ServiceNow & Snowflake versus IGV, I’d favor the platforms. AI value is concentrating in orchestration and data layers, not broad software baskets. For Nvidia, I remain bullish long term but would only add on sentiment-driven pullbacks, not strength

$NVIDIA(NVDA)$ Topping up position periodically. 

🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even

Nvidia x Eli Lilly: The $1B Signal That "Phase 2" of the AI Boom Is Here The bearish argument against Nvidia has been simple: “Eventually, Big Tech runs out of data to train on.” The bulls just got their answer—and it didn’t come from Silicon Valley. It came from a lab. Nvidia (NVDA) and Eli Lilly (LLY) just confirmed a massive $1B, 5-year partnership to build a joint research lab. This isn’t just another press release; it’s the firing gun for Industrial AI. We are moving from "AI that writes code" to "AI that decodes biology." If you are only watching hyperscalers (Google/Meta/Microsoft), you are missing the next massive leg of the bull run. Here is the deep dive on why this deal changes the valuation math for both giants. 1️⃣ The "Vera Rubin" Flex: Why This Architecture Matters The headl

I will be taking the time to read the articles on reputable sites for a better insight of what this entails. However, my rough input would be: if this is a circular economy kind of situation where Eli Lilly signs a contract just to look like it had some AI related investment and hoping to hitch themselves to the Nvidia rocket, for investors to rush in and boost prices of both companies, then it will be a step in the wrong direction. If they buy the Rubin chips to increase computing power and to boost their research ability then this will indeed be groundbreaking, allowing the "AI" to be correctly applied (not producing university essays or gibberish news articles), then Nvidia will have truly found another way to diversify. Much like the announcement of having Nvidia chips for self driving