$Vistra Energy Corp.(VST)$ This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
A lot of speculations but his pay structure isn’t the same as Elon Musk. He did a great job navigating Nvidia during the tariffs and export controls crisis, it is reasonable for him to reap the profits of his hard work. Instead of him losing confident, he knows those deals will ramp Nvidia up and is only collecting some rewards. Size of his sale pales in comparison when compared to Elon and Palanti CEO.
They basically could just replicate Huawei Chips and make it 110% (alittle better). Just do what the Chinese does better by copying and follow the pace not lead. They won't be modifying Hopper chips for the Chinese market anymore. More likely to release a separate product line so that US Gov will pass it.
Jensen Huang Says Nvidia's Market Share In China Dropped To 50% From 95%, US GPU Export Bans "A Failure"
Trump takes luxury plane from UAE while his tariffs cause American working class to suffer from rising prices. That's how monarchy works. While he makes billions from his Truth Social and his Crypto
Trump Tells Walmart to "Eat the Tariffs" Instead of Raising Prices
Very impressive but somebody should also tell him that it is only 90day pause and the Saudi deals are not finalized? Near-term tariffs will have great impact on the economy than those longer term Saudi deals. Wish I could craft a nice technical story to pump stocks up more.
Selling more chips to China is one way to rebalance the current trade deficits with China, and this is also what China needs. A total ban would makes no sense for cash-grabbing Trump.
Nvidia Modifies H20 Chip for China to Overcome US Export Controls, Sources Say
China used to not have nuclear stockpile and advanced weapons. Right now they not only have advanced weapons but also sell to others, not buying from US. US lawmaker is repeating "Oppenheimer" again.
US Lawmaker Targets Nvidia Chip Smuggling to China with New Bill
Silly. If they can make software to optimize H100 performance, what is stopping them from "disarming" the location tracker in sold location and export it to China? no wonder democrats lost the election
US Lawmaker Targets Nvidia Chip Smuggling to China with New Bill
Nvidia has nothing to gain from being a political pawn despite its 500bil investment. US tech companies need Nvidia as much as Chinese companies. Trump is treating Nvidia like a nationalized asset, which is a wrong move. Pretty sure Nvidia just need to manufacture in China like Tesla, you can't ban what you don't manufacture. any sell-off is just silly right now. Why do u think Jensen went to China to meet official? It is a biz after all And not owned by US Gov.
Nvidia Stock Dips Amid Reuters Report on AI Chip Export Rule Review
$NVIDIA(NVDA)$ Enough of these AI Bubble fake news Quick facts check: Is Alibaba Chairman in an executive position? No, Eddie Wu Is the CEO. Is Alibaba Chairman from a technical or AI background to know better? No, he used to handle Alibaba’s financial and law structure, and doesn’t have experience in technology. Did Alibaba increase AI spending in 2025? Yes And did Alibaba buy Nvidia chips, or make their own chips? They make their own chips so obviously they want to claim US is in a bubble. - Chinese firms are also increasing their AI spending, then are they also in bubble too? Yes if we apply’s Joe Tsai’s warning then China is also in a bubble. Better to sell Alibaba stocks. - Is Alibaba Chairman a credible source
$NVDA(NVDA)$ Why Trump policies will strength US economy in the long term? Trump loves to win and recession is definitely not a win. But he did not want to reveal his perspectice of recession because it will be used as a chip against him during his tariffs negotiations with other countries. Most of the current pain is short term. Tariffs are one-time events that won’t impact inflation in a big way, and we are starting to see him refining the tariff policies as they progress. For instance, despite initial concerns, corporate executives have largely maintained a steady outlook, with 76% of reporting companies beating fourth-quarter earnings estimates, slightly below the five-year average. We see that he is more focused on reciprocal tariffs an
$NVIDIA(NVDA)$ Victim of Put Option Market Manipulators Recommend retail investors to hold and not get distracted by misinformatIon. Put Options Speculators intentionally making use of the fear to continuously cash in, but the long-term prospects of Nvidia remain untouched. Multiple funds have stick to their buy recommendations as the P/E for a growth giant is too attractive. Those speculating about the growth are trying to create mayhem. Buy the dip and be rich later. - Tesla: 0.95% Yoy - Apple: 2% YoY - Amazon: 10.99% YoY - Google: 13.8% YoY - Microsoft: 15.67% YoY - Meta: 21% YoY Put Options Manipulation is too obvious to ignore The pull of both bull and bears are strong. Even though the m
$NVIDIA(NVDA)$ Market overreacting to tariffs’ emotional impacts This isn’t Trump first term when it comes to imposing tariffs, and it is clear to the observers that the process and results are determined by his team not himself. From Trump’s previous tariffs threats, we have seen that his teams are aware of the market risks and is deliberate when it comes to handling that with delays and taking more time to look into it. Right now the consumers, for whom are irrational, reacts to Trump -> causing a decline in consumer confidence -> triggers the market’s perspective-> hence creating irrational fears. The market was wise for a moment when it chooses not to overreact to Trump’s tariffs threats. However, that
$NVIDIA(NVDA)$ Fake news alert!!🚨 As we have noted in our previous post, there have been alot of misinformation spreading recently to intentionally lower Nvidia’s price before earnings so that they can buy at a discount. Fake news: Microsoft canceled datacenter leases - Real news: The news was from unverified source. Microsoft has just released their latest statement of reaffirming their AI spending this year, but was just making adjustments to their approach. No cut in budget, no drop in chip orders. Speculators are just trying to create a story here. Trump eyes more Nvidia curbs (Bloomberg) - Real news: A quick google search would tell you that this was an old news been drummed up again. Most of the news ou
$NVIDIA(NVDA)$ Hedgefunds intentionally flushing out retail investors before earnings Unlike previous earnings calls, where Nvidia has always reached All time highs before release, today’s dip is caused by hedgefunds intentionally flushing out retail investors before the earning calls to intentionally lower the price. We have already gotten updates on supply chains, with additional increased spending from all the big techs and other sovereign state developing plans to increase AI infrastructure spending. Any hedge fund analysts will know that the demand is strong and not faltering. It is blatantly obvious that they intend to flush out weak-hearted retail investors into dumping their stocks before earning
$NVIDIA(NVDA)$ Nvidia VS Intel realities Once again, we are right about the misinformation and manipulation related to DeepSeek. We have anticipated and corrected that DeepSeek isn’t a threat and was full of misinformation. Here we also seek to provide clarity to the recent misinformation: JD Vance’s comments JD Vance, despite being the Vice President, does not have the authority to govern AI decisions at the White House. JD Vance stated that the U.S. will safeguard American artificial intelligence technologies from “theft and misuse” by adversaries. However, the perspective driving Intel’s recent surge is actually directed at OpenAI, not Intel, particularly in response to allegations that Deepseek was traine