• xc__xc__
      ·01-05 23:22

      Epic CES 2026 Showdown: Nvidia Unleashes AI Agents While AMD Revs Up Smart Cars! 🚀💥

      $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Dive into the heart-pounding action at CES 2026 where chip giants Nvidia and AMD are dropping jaws with their latest AI wizardry. Investors, gear up—this isn't just tech talk; it's the future unfolding with mind-blowing advances in data centers, on-device smarts, and consumer gadgets that'll redefine how we live and play. 🌟🔮 First off, Nvidia's CEO Jensen Huang stole the spotlight with a keynote that's pure fire, unveiling Agentic AI that reasons, plans, and tackles complex tasks l
      76Comment
      Report
      Epic CES 2026 Showdown: Nvidia Unleashes AI Agents While AMD Revs Up Smart Cars! 🚀💥
    • LanceljxLanceljx
      ·01-05 18:52
      1. Artificial Intelligence as the Central Theme CES 2026 is widely characterised by the pervasive presence of artificial intelligence across sectors. AI technologies are expected to be showcased not merely as academic demonstrations but as tangible products and systems with real-world relevance in robotics, healthcare, mobility, entertainment, smart homes and productivity tools. This reflects a shift from novelty to practical deployment.  2. Major Keynotes from Nvidia and AMD Chief executives from Nvidia and AMD are both confirmed to speak at CES, signalling the strategic importance of the event for the industry. Their addresses are anticipated to outline broader AI strategies, with emphasis on next-generation hardware platforms, AI infrastructure and expanding use cases.  3. New
      7Comment
      Report
    • MrzorroMrzorro
      ·01-05 17:44
      CES 2026: Three Things to Watch for the Chip Giants CES has historically been the main stage for consumer electronics, where investors showed up for new TVs, shiny gadgets, and the annual refresh cycle in PCs and gaming hardware. That is still part of the show, but the center of gravity has been shifting. As AI features spread from the cloud into everyday devices, CES has been getting more AI dense each year. The market used to watch Nvidia, AMD, and Intel at CES mainly for the next round of consumer hardware. Now the bigger question is what their AI roadmaps mean for performance per watt, software ecosystems, and real user adoption in 2026. Nvidia: what the market wants to hear $NVIDIA(NVDA)$   's CES mome
      118Comment
      Report
    • ShyonShyon
      ·01-05 10:33
      Today my stock in focus is $NVIDIA(NVDA)$ , and CES this week highlights why it remains central to the next phase of AI. CES 2026 is less about concepts and more about AI becoming physical and productive, and Nvidia is clearly leaning into this shift. Instead of emphasizing consumer GPUs, Nvidia is pushing “Physical AI,” embedding compute into robots, factories, and real-world systems where AI creates measurable value. What stands out is Nvidia’s strategic divergence from AMD and Intel. While they stay focused on edge and PC AI, Nvidia is expanding into robotics, industrial automation, and AI-defined vehicles. This positions Nvidia for a larger, longer-term opportunity beyond traditional hardware cycles. CES reinforces my view that Nvidia’s stre
      4852
      Report
    • 這是甚麼東西這是甚麼東西
      ·01-04 13:35
      The Consumer Electronics Show (CES) in early January is focusing on Artificial Intelligence (AI), with particular attention on how chipmakers like Nvidia and AMD are driving the next stage of AI development, including robotics. 1. Robotics and AI at CES 2026 CES 2026 features a strong emphasis on AI, with the CES Foundry dedicated to exploring AI and quantum technologies. Various exhibitors are showcasing AI advancements across different applications. Robotics is emerging as a significant area within this AI focus, with several companies presenting innovations. 2. Nvidia's Role in Robotics and Physical AI Nvidia has established a leading position in AI chips, driving substantial growth. At CES, Nvidia is holding special sessions on "physical AI", as well as AI in manufacturing and drug dis
      52Comment
      Report
    • Ethan 港美澳实盘Ethan 港美澳实盘
      ·01-04 08:41
      🚀📡 CES 2026: Why This Schedule Quietly Reveals the AI Power Order for the Next Cycle CES 2026 isn’t about flashy gadgets. It’s about who sets the agenda, who follows, and who must react. When you look at the schedule closely, it reads less like an event calendar and more like a map of control across the AI stack. Here’s how to read it properly. ⸻ January 5 — Media Day Compute defines the year before anything else happens The opening night belongs entirely to compute. $NVDA opens Media Day with a special address from Jensen Huang. That alone tells you the market still treats NVIDIA as the default starting point for AI. What matters isn’t product specs. It’s whether NVIDIA frames 2026 around: • platform lock-in • full-stack dominance • or a broader ecosystem narrative Immediately after, $INT
      57Comment
      Report
    • orsiriorsiri
      ·01-03 07:46

      Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg

      CES used to be where we pretended to care about smart refrigerators. Now it’s where Nvidia and AMD duke it out to see who gets to power the robot that might replace your job—or at least the one you didn’t want anyway. This year, I’m less interested in marginal GPU gains and more focused on whether these chip titans can convincingly present themselves as robotics platforms rather than pure AI silicon vendors. If robotics is the next stock engine, it will look very different from the last one. AI is leaving the cloud and learning to lift real weight When Compute Leaves the Cloud The first structural shift investors often underestimate is how robotics changes the AI compute demand profile. Data-centre spending remains lucrative but cyclical, tied to hyperscaler budgets. Robotics flips that mo
      4314
      Report
      Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg
    • sptangsptang
      ·01-02
      💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰
      183Comment
      Report
    • highhandhighhand
      ·01-02
      Buy both $Advanced Micro Devices(AMD)$  and $NVIDIA(NVDA)$   One is market leader which can never be wrong to own plus it's undervalued.  The other is second in command and has higher growth rates in the next 2 to 3 years. Explosive growth will bring the stock price higher...  Get both but don't over allocate. 
      2.32K1
      Report
    • SubramanyanSubramanyan
      ·01-02
      Whether robotics is the bext growth engine is dependent on the following factors in jy opinion: (1) Market Potential: As per analysts, global robotics market is projected to grow substantially, potentially reaching $104.7 billion by 2026 and over $375 billion by 2035 driven by automation demand, labor shortages and AI integration. (2) Market & analyst sentiment: most analysts are bullish on both stocks. Nvidia has a "Strong Buy" consensus rating with a target price that suggests a potential 40% upside in 2026, partly due to its clear lead in the AI and robotics platform space. AMD also enjoys a "Strong Buy" consensus and analysts predict a potential 32% rally in 2026, driven by its competitive data center and AI offerings. So, encouraging I would say. (3) Investment Focus: While AI cur
      6781
      Report
    • LanceljxLanceljx
      ·01-02
      With CES opening the year, the key signal investors are watching is not technological ambition, but commercial clarity. Nvidia and AMD will likely reinforce the data-centre AI story, which remains the most defensible and revenue-visible segment, while framing physical AI, edge computing and on-device inference as the next layers of growth rather than immediate profit drivers. The critical test lies in consumer AI. After uneven adoption of earlier AI-branded devices, the market will scrutinise whether new hardware delivers clear, repeatable use cases that justify upgrades, not just higher specifications. A credible consumer AI narrative will require demonstrable productivity gains, seamless software integration and realistic power efficiency, rather than conceptual demos. In short, CES 2026
      4471
      Report
    • nerdbull1669nerdbull1669
      ·01-02

      CES 2026: From Hype to "Physical AI" and Outcomes

      CES 2026 would be a defining moment for AI as we are seeing intelligent systems becoming smarter, faster and more integrated into our daily lives. CES 2026 is shaping up to be a pivotal industry moment for AI and semiconductors, not just another gadget show. The narrative this year (and likely beyond) is shifting from raw chip performance to what these chips enable in real-world outcomes, such as energy efficiency, AI-assisted workflows, next-generation mobility, and integrated AI across devices and systems. This has important implications for chip giants and the broader technology ecosystem. From Raw Performance to Outcomes and Experiences Broader Industry Emphasis At CES 2026, the focus extends far beyond benchmark numbers. Companies are presenting AI technologies as enablers of new expe
      3.45K2
      Report
      CES 2026: From Hype to "Physical AI" and Outcomes
    • LanceljxLanceljx
      ·01-01
      With CES approaching, the focus is less on headline launches and more on narrative credibility. For Nvidia and AMD, the key test is whether Al advances move beyond data-centre dominance into repeatable, monetisable consumer use cases. Data-centre demand remains the earnings anchor, but physical Al, edge inference, and on-device computing will determine the next leg of adoption. Earlier Al devices showed that technical capability alone does not guarantee commercial traction. This time, investors will look for tighter integration between hardware, software, and real-world workflows rather than concept demos. The winners will be those that frame Al as infrastructure quietly embedded into daily experiences, not as a novelty feature. CES may not redefine near-term earnings, but it will shape ex
      5551
      Report
    • koolgalkoolgal
      ·01-01

      The CES 2026 Showdown: From Cloud Hype To Real World Hardware

      🌟🌟🌟From January 6 to 9 this year, the tech world is descending upon Las Vegas for CES 2026.  This year CES is officially being hailed as the year of the "Robot Revolution".  This is where "Physical AI" moves out of the lab and straight into our living rooms and factory floors. The theme is "AI Everywhere" but the real stars are the machines that finally have a physical body to match their digital brains. The Robotics Takeover : Humanoids and Beyond  Forget simple chatbots.  The CES 2026 show floor is packed with more than 3 dozen companies, many of which are from China and South Korea.  These companies will showcase humanoid robots designed to be our new coworkers and companions. The Humanoid Moment: We are seeing a massive shift toward general purpose bots like Bo
      813Comment
      Report
      The CES 2026 Showdown: From Cloud Hype To Real World Hardware
    • WeChatsWeChats
      ·01-01
      CES 2026 Preview: Can Nvidia & AMD Turn "Physical AI" Into the Next Trillion-Dollar Trade? 🤖💸 Happy New Year, Tigers! 🐯 Welcome to 2026. The markets are waking up from the holiday freeze, and all eyes are locked on Las Vegas. CES (Consumer Electronics Show) kicks off next week, and the narrative has shifted aggressively. For the last three years, we traded the "Brain" of AI (LLMs, ChatGPT, Cloud Training). Now, the market is demanding the "Body." The screenshot above highlights the new buzzword you need to know: "Physical AI." With Nvidia ($NVDA) trading around $186 and AMD ($AMD) at $214, the question isn't who makes the best chip—it's who can monetize the transition from code on a screen to robots in the real world. Here is your trader’s playbook for the CES Robotics rotation. 1️⃣ Th
      1.09K2
      Report
    • LanceljxLanceljx
      ·2025-12-31
      CES is increasingly less about flashy demos and more about credibility checks for the next phase of AI monetisation. What the market is listening for Investors are no longer impressed by raw compute claims. The focus is on deployment readiness. For Nvidia, this means evidence that its data-centre dominance can extend into physical AI, robotics, and edge inference without eroding margins. For AMD, CES is an opportunity to show that its heterogeneous computing strategy can translate into design wins and real volumes, not just competitive benchmarks. Consumer AI remains the weak link Earlier AI devices struggled because they solved no urgent consumer problem or relied too heavily on cloud backends. This time, the bar is higher. On-device AI must demonstrate clear advantages such as latency re
      466Comment
      Report
    • ShyonShyon
      ·2025-12-31
      As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$  and AMD $Advanced Micro Devices(AMD)$  frame the next engine of AI growth. Data centers remain the earnings backbone, but the conversation is clearly shifting toward what comes after large-model training. CES has increasingly become the venue where chipmakers test investor appetite for new AI narratives, and this year the spotlight feels firmly on physical AI, robotics, and edge computing. From my perspective, robotics is no longer a distant concept story—it's becoming a capital allocation question. Advances in sensors, inference chips, and real-time
      745Comment
      Report
    • GregorioGregorio
      ·2025-12-31
      $Tiger Brokers(TIGR)$ can cash out please help
      312Comment
      Report
    • BarcodeBarcode
      ·2025-12-31

      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀

      $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $iShares Silver Trust(SLV)$  Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced
      2.19K8
      Report
      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀
    • OptionsDeltaOptionsDelta
      ·2025-12-31
      $NVDA$For January, the most reliable sell put strike is undoubtedly still 160. A large block trade opened, selling the January 30th 160 put $NVDA 20260130 160.0 PUT$ , with 36.9k contracts opened.On the call side, the January 16th 190 call $NVDA 20260116 190.0 CALL$  saw 30k contracts added in new opens, leaning towards the sell side, bringing total open interest to 100k contracts. The market message is that it will be difficult for the price to break above 190 before January 16th.However, referencing last January's price action, if the broader market does not correct after the New Year but maintains its current consolidation, given the scale of open in
      2.96KComment
      Report
    • xc__xc__
      ·01-05 23:22

      Epic CES 2026 Showdown: Nvidia Unleashes AI Agents While AMD Revs Up Smart Cars! 🚀💥

      $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Dive into the heart-pounding action at CES 2026 where chip giants Nvidia and AMD are dropping jaws with their latest AI wizardry. Investors, gear up—this isn't just tech talk; it's the future unfolding with mind-blowing advances in data centers, on-device smarts, and consumer gadgets that'll redefine how we live and play. 🌟🔮 First off, Nvidia's CEO Jensen Huang stole the spotlight with a keynote that's pure fire, unveiling Agentic AI that reasons, plans, and tackles complex tasks l
      76Comment
      Report
      Epic CES 2026 Showdown: Nvidia Unleashes AI Agents While AMD Revs Up Smart Cars! 🚀💥
    • LanceljxLanceljx
      ·01-05 18:52
      1. Artificial Intelligence as the Central Theme CES 2026 is widely characterised by the pervasive presence of artificial intelligence across sectors. AI technologies are expected to be showcased not merely as academic demonstrations but as tangible products and systems with real-world relevance in robotics, healthcare, mobility, entertainment, smart homes and productivity tools. This reflects a shift from novelty to practical deployment.  2. Major Keynotes from Nvidia and AMD Chief executives from Nvidia and AMD are both confirmed to speak at CES, signalling the strategic importance of the event for the industry. Their addresses are anticipated to outline broader AI strategies, with emphasis on next-generation hardware platforms, AI infrastructure and expanding use cases.  3. New
      7Comment
      Report
    • MrzorroMrzorro
      ·01-05 17:44
      CES 2026: Three Things to Watch for the Chip Giants CES has historically been the main stage for consumer electronics, where investors showed up for new TVs, shiny gadgets, and the annual refresh cycle in PCs and gaming hardware. That is still part of the show, but the center of gravity has been shifting. As AI features spread from the cloud into everyday devices, CES has been getting more AI dense each year. The market used to watch Nvidia, AMD, and Intel at CES mainly for the next round of consumer hardware. Now the bigger question is what their AI roadmaps mean for performance per watt, software ecosystems, and real user adoption in 2026. Nvidia: what the market wants to hear $NVIDIA(NVDA)$   's CES mome
      118Comment
      Report
    • ShyonShyon
      ·01-05 10:33
      Today my stock in focus is $NVIDIA(NVDA)$ , and CES this week highlights why it remains central to the next phase of AI. CES 2026 is less about concepts and more about AI becoming physical and productive, and Nvidia is clearly leaning into this shift. Instead of emphasizing consumer GPUs, Nvidia is pushing “Physical AI,” embedding compute into robots, factories, and real-world systems where AI creates measurable value. What stands out is Nvidia’s strategic divergence from AMD and Intel. While they stay focused on edge and PC AI, Nvidia is expanding into robotics, industrial automation, and AI-defined vehicles. This positions Nvidia for a larger, longer-term opportunity beyond traditional hardware cycles. CES reinforces my view that Nvidia’s stre
      4852
      Report
    • 這是甚麼東西這是甚麼東西
      ·01-04 13:35
      The Consumer Electronics Show (CES) in early January is focusing on Artificial Intelligence (AI), with particular attention on how chipmakers like Nvidia and AMD are driving the next stage of AI development, including robotics. 1. Robotics and AI at CES 2026 CES 2026 features a strong emphasis on AI, with the CES Foundry dedicated to exploring AI and quantum technologies. Various exhibitors are showcasing AI advancements across different applications. Robotics is emerging as a significant area within this AI focus, with several companies presenting innovations. 2. Nvidia's Role in Robotics and Physical AI Nvidia has established a leading position in AI chips, driving substantial growth. At CES, Nvidia is holding special sessions on "physical AI", as well as AI in manufacturing and drug dis
      52Comment
      Report
    • Ethan 港美澳实盘Ethan 港美澳实盘
      ·01-04 08:41
      🚀📡 CES 2026: Why This Schedule Quietly Reveals the AI Power Order for the Next Cycle CES 2026 isn’t about flashy gadgets. It’s about who sets the agenda, who follows, and who must react. When you look at the schedule closely, it reads less like an event calendar and more like a map of control across the AI stack. Here’s how to read it properly. ⸻ January 5 — Media Day Compute defines the year before anything else happens The opening night belongs entirely to compute. $NVDA opens Media Day with a special address from Jensen Huang. That alone tells you the market still treats NVIDIA as the default starting point for AI. What matters isn’t product specs. It’s whether NVIDIA frames 2026 around: • platform lock-in • full-stack dominance • or a broader ecosystem narrative Immediately after, $INT
      57Comment
      Report
    • orsiriorsiri
      ·01-03 07:46

      Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg

      CES used to be where we pretended to care about smart refrigerators. Now it’s where Nvidia and AMD duke it out to see who gets to power the robot that might replace your job—or at least the one you didn’t want anyway. This year, I’m less interested in marginal GPU gains and more focused on whether these chip titans can convincingly present themselves as robotics platforms rather than pure AI silicon vendors. If robotics is the next stock engine, it will look very different from the last one. AI is leaving the cloud and learning to lift real weight When Compute Leaves the Cloud The first structural shift investors often underestimate is how robotics changes the AI compute demand profile. Data-centre spending remains lucrative but cyclical, tied to hyperscaler budgets. Robotics flips that mo
      4314
      Report
      Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg
    • nerdbull1669nerdbull1669
      ·01-02

      CES 2026: From Hype to "Physical AI" and Outcomes

      CES 2026 would be a defining moment for AI as we are seeing intelligent systems becoming smarter, faster and more integrated into our daily lives. CES 2026 is shaping up to be a pivotal industry moment for AI and semiconductors, not just another gadget show. The narrative this year (and likely beyond) is shifting from raw chip performance to what these chips enable in real-world outcomes, such as energy efficiency, AI-assisted workflows, next-generation mobility, and integrated AI across devices and systems. This has important implications for chip giants and the broader technology ecosystem. From Raw Performance to Outcomes and Experiences Broader Industry Emphasis At CES 2026, the focus extends far beyond benchmark numbers. Companies are presenting AI technologies as enablers of new expe
      3.45K2
      Report
      CES 2026: From Hype to "Physical AI" and Outcomes
    • WeChatsWeChats
      ·01-01
      CES 2026 Preview: Can Nvidia & AMD Turn "Physical AI" Into the Next Trillion-Dollar Trade? 🤖💸 Happy New Year, Tigers! 🐯 Welcome to 2026. The markets are waking up from the holiday freeze, and all eyes are locked on Las Vegas. CES (Consumer Electronics Show) kicks off next week, and the narrative has shifted aggressively. For the last three years, we traded the "Brain" of AI (LLMs, ChatGPT, Cloud Training). Now, the market is demanding the "Body." The screenshot above highlights the new buzzword you need to know: "Physical AI." With Nvidia ($NVDA) trading around $186 and AMD ($AMD) at $214, the question isn't who makes the best chip—it's who can monetize the transition from code on a screen to robots in the real world. Here is your trader’s playbook for the CES Robotics rotation. 1️⃣ Th
      1.09K2
      Report
    • BarcodeBarcode
      ·2025-12-31

      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀

      $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $iShares Silver Trust(SLV)$  Today’s Most Active Stocks and Options 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 Top 5 symbols controlling the tape: $NVDA $TSLA $SLV $MU $VOO 📊 Flow and Volume, Big Money Has Already Voted I’m watching $NVDA dominate activity with 286,134 total contracts and a +27,892 net imbalance across stock and options. That is not speculative churn. That is capital rotating with intent. Structure remains intact, momentum rebuilt, and prior downside attempts resolved into a clean bear trap. Flow has flipped back toward leadership. 🧠 M&A Optionality, Talent Over Headlines NVIDIA is reportedly in advanced
      2.19K8
      Report
      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀
    • koolgalkoolgal
      ·01-01

      The CES 2026 Showdown: From Cloud Hype To Real World Hardware

      🌟🌟🌟From January 6 to 9 this year, the tech world is descending upon Las Vegas for CES 2026.  This year CES is officially being hailed as the year of the "Robot Revolution".  This is where "Physical AI" moves out of the lab and straight into our living rooms and factory floors. The theme is "AI Everywhere" but the real stars are the machines that finally have a physical body to match their digital brains. The Robotics Takeover : Humanoids and Beyond  Forget simple chatbots.  The CES 2026 show floor is packed with more than 3 dozen companies, many of which are from China and South Korea.  These companies will showcase humanoid robots designed to be our new coworkers and companions. The Humanoid Moment: We are seeing a massive shift toward general purpose bots like Bo
      813Comment
      Report
      The CES 2026 Showdown: From Cloud Hype To Real World Hardware
    • SubramanyanSubramanyan
      ·01-02
      Whether robotics is the bext growth engine is dependent on the following factors in jy opinion: (1) Market Potential: As per analysts, global robotics market is projected to grow substantially, potentially reaching $104.7 billion by 2026 and over $375 billion by 2035 driven by automation demand, labor shortages and AI integration. (2) Market & analyst sentiment: most analysts are bullish on both stocks. Nvidia has a "Strong Buy" consensus rating with a target price that suggests a potential 40% upside in 2026, partly due to its clear lead in the AI and robotics platform space. AMD also enjoys a "Strong Buy" consensus and analysts predict a potential 32% rally in 2026, driven by its competitive data center and AI offerings. So, encouraging I would say. (3) Investment Focus: While AI cur
      6781
      Report
    • LanceljxLanceljx
      ·01-02
      With CES opening the year, the key signal investors are watching is not technological ambition, but commercial clarity. Nvidia and AMD will likely reinforce the data-centre AI story, which remains the most defensible and revenue-visible segment, while framing physical AI, edge computing and on-device inference as the next layers of growth rather than immediate profit drivers. The critical test lies in consumer AI. After uneven adoption of earlier AI-branded devices, the market will scrutinise whether new hardware delivers clear, repeatable use cases that justify upgrades, not just higher specifications. A credible consumer AI narrative will require demonstrable productivity gains, seamless software integration and realistic power efficiency, rather than conceptual demos. In short, CES 2026
      4471
      Report
    • OptionsDeltaOptionsDelta
      ·2025-12-31
      $NVDA$For January, the most reliable sell put strike is undoubtedly still 160. A large block trade opened, selling the January 30th 160 put $NVDA 20260130 160.0 PUT$ , with 36.9k contracts opened.On the call side, the January 16th 190 call $NVDA 20260116 190.0 CALL$  saw 30k contracts added in new opens, leaning towards the sell side, bringing total open interest to 100k contracts. The market message is that it will be difficult for the price to break above 190 before January 16th.However, referencing last January's price action, if the broader market does not correct after the New Year but maintains its current consolidation, given the scale of open in
      2.96KComment
      Report
    • highhandhighhand
      ·01-02
      Buy both $Advanced Micro Devices(AMD)$  and $NVIDIA(NVDA)$   One is market leader which can never be wrong to own plus it's undervalued.  The other is second in command and has higher growth rates in the next 2 to 3 years. Explosive growth will bring the stock price higher...  Get both but don't over allocate. 
      2.32K1
      Report
    • ShyonShyon
      ·2025-12-31
      As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$  and AMD $Advanced Micro Devices(AMD)$  frame the next engine of AI growth. Data centers remain the earnings backbone, but the conversation is clearly shifting toward what comes after large-model training. CES has increasingly become the venue where chipmakers test investor appetite for new AI narratives, and this year the spotlight feels firmly on physical AI, robotics, and edge computing. From my perspective, robotics is no longer a distant concept story—it's becoming a capital allocation question. Advances in sensors, inference chips, and real-time
      745Comment
      Report
    • sptangsptang
      ·01-02
      💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰
      183Comment
      Report
    • LanceljxLanceljx
      ·01-01
      With CES approaching, the focus is less on headline launches and more on narrative credibility. For Nvidia and AMD, the key test is whether Al advances move beyond data-centre dominance into repeatable, monetisable consumer use cases. Data-centre demand remains the earnings anchor, but physical Al, edge inference, and on-device computing will determine the next leg of adoption. Earlier Al devices showed that technical capability alone does not guarantee commercial traction. This time, investors will look for tighter integration between hardware, software, and real-world workflows rather than concept demos. The winners will be those that frame Al as infrastructure quietly embedded into daily experiences, not as a novelty feature. CES may not redefine near-term earnings, but it will shape ex
      5551
      Report
    • LanceljxLanceljx
      ·2025-12-31
      CES is increasingly less about flashy demos and more about credibility checks for the next phase of AI monetisation. What the market is listening for Investors are no longer impressed by raw compute claims. The focus is on deployment readiness. For Nvidia, this means evidence that its data-centre dominance can extend into physical AI, robotics, and edge inference without eroding margins. For AMD, CES is an opportunity to show that its heterogeneous computing strategy can translate into design wins and real volumes, not just competitive benchmarks. Consumer AI remains the weak link Earlier AI devices struggled because they solved no urgent consumer problem or relied too heavily on cloud backends. This time, the bar is higher. On-device AI must demonstrate clear advantages such as latency re
      466Comment
      Report
    • Ethan 港美澳实盘Ethan 港美澳实盘
      ·2025-12-30
      ⚡🧠 Jensen Huang: “AI makes people dumb” is usually a user problem, not an AI problem I don’t think AI makes you “less smart.” Misusing AI does. If you treat AI like a brain replacement, you’ll outsource the hardest part: thinking. And over time, your decision muscle weakens. The real leverage is different. AI is the “hands.” Your brain stays the “operator.” You don’t ask AI to think for you. You force yourself to define the problem, set constraints, pick the tradeoffs, and decide what “good” looks like. That process is the thinking. AI just helps you move faster once the thinking is clear. The people who get scary-good with AI aren’t the ones who copy-paste prompts. They’re the ones who can ask sharper questions, challenge assumptions, and iterate like an engineer. If AI is making someone
      224Comment
      Report