To The Moon

🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal?

SoundHound AI ($SoundHound AI Inc(SOUN)$  ) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about.

The key question: is this rally the start of something big, or just another case of AI hype running hot?

The numbers tell a good story.

Revenue: $14.5M vs. $13.8M expected

EPS: -$0.07 vs. -$0.08 expected

Growth: +33% YoY

Guidance: Raised to $62M–$65M for the year (from $59M–$61M)

Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” For a niche player in AI voice tech, these are solid signals — especially in a market where most small-cap AI names are still burning cash without clear growth.

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The Nvidia factor can’t be ignored. SOUN’s speech recognition tech runs on high-performance AI compute — much of it powered by Nvidia hardware. That partnership, whether formal or ecosystem-based, acts like a sentiment amplifier. When Nvidia is strong, its “concept stocks” often rally harder.

Investors have seen this movie before:

CoreWeave +7%

Nebius +7%

Innoviz +3%

RXRX & ARBE +2%

Aurora Innovation +1%

But SOUN’s 21% move left them all in the dust — either a sign of strong fundamentals or heightened hype sensitivity.

Here’s the risk side of the trade.

Valuation is now steep — forward P/S in the double digits.

Big Tech is a direct competitor in voice AI.

The Nvidia halo works both ways: if $NVDA takes a breather, concept stocks can drop even faster.

Momentum is great, but this is a stock now priced for near-perfect execution.

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My approach: I like the long-term story — voice AI will be everywhere, from cars to kitchens. But after a one-day +21% spike, I’m not rushing in. Personally:

I’ll watch for a pullback into the $12–$12.50 range.

Keep a small “toe in the water” position to stay exposed if momentum continues.

Consider options for defined-risk upside plays.

What do you think?

Buy now before AI runs further?

Wait for the inevitable cool-off?

Skip it — too much hype, too little moat?

💬 Drop your $SOUN game plan below — I’m curious to see if the Tiger crowd is bullish or taking profits here.

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