• orsiriorsiri
      ·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
      7Comment
      Report
      Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg
    • sptangsptang
      ·01-02 22:55
      💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰
      1Comment
      Report
    • highhandhighhand
      ·01-02 21:56
      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. 
      1.53K1
      Report
    • SubramanyanSubramanyan
      ·01-02 21:42
      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
      168Comment
      Report
    • LanceljxLanceljx
      ·01-02 12:42
      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
      3Comment
      Report
    • nerdbull1669nerdbull1669
      ·01-02 08:31

      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
      3931
      Report
      CES 2026: From Hype to "Physical AI" and Outcomes
    • LanceljxLanceljx
      ·01-01 20:34
      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
      370Comment
      Report
    • koolgalkoolgal
      ·01-01 17:44

      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
      186Comment
      Report
      The CES 2026 Showdown: From Cloud Hype To Real World Hardware
    • WeChatsWeChats
      ·01-01 17:33
      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
      9051
      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
      247Comment
      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
      580Comment
      Report
    • GregorioGregorio
      ·2025-12-31
      $Tiger Brokers(TIGR)$ can cash out please help
      133Comment
      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
      2.00K8
      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
      2.72KComment
      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
      146Comment
      Report
    • orsiriorsiri
      ·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
      7Comment
      Report
      Steel Meets Silicon: Why Robots, Not Models, May Drive the Next Leg
    • nerdbull1669nerdbull1669
      ·01-02 08:31

      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
      3931
      Report
      CES 2026: From Hype to "Physical AI" and Outcomes
    • SubramanyanSubramanyan
      ·01-02 21:42
      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 $375 billion by 2035 driven by automation demand, labor shortages and AI integration. (2) Market & analyst sentiment: most analysts are bullish on both stocks. Nvidia has a "Strong Buy" consensus rating with a target price that suggests a potential 40% upside in 2026, partly due to its clear lead in the AI and robotics platform space. AMD also enjoys a "Strong Buy" consensus and analysts predict a potential 32% rally in 2026, driven by its competitive data center and AI offerings. So, encouraging I would say. (3) Investment Focus: While AI cur
      168Comment
      Report
    • WeChatsWeChats
      ·01-01 17:33
      CES 2026 Preview: Can Nvidia & AMD Turn "Physical AI" Into the Next Trillion-Dollar Trade? 🤖💸 Happy New Year, Tigers! 🐯 Welcome to 2026. The markets are waking up from the holiday freeze, and all eyes are locked on Las Vegas. CES (Consumer Electronics Show) kicks off next week, and the narrative has shifted aggressively. For the last three years, we traded the "Brain" of AI (LLMs, ChatGPT, Cloud Training). Now, the market is demanding the "Body." The screenshot above highlights the new buzzword you need to know: "Physical AI." With Nvidia ($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
      9051
      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
      2.00K8
      Report
      🚀🧠💰 Nvidia Flow and Options Are Forcing a Reprice, This Is Not Retail Noise 💰🧠🚀
    • highhandhighhand
      ·01-02 21:56
      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. 
      1.53K1
      Report
    • sptangsptang
      ·01-02 22:55
      💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰
      1Comment
      Report
    • koolgalkoolgal
      ·01-01 17:44

      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
      186Comment
      Report
      The CES 2026 Showdown: From Cloud Hype To Real World Hardware
    • LanceljxLanceljx
      ·01-02 12:42
      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
      3Comment
      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
      2.72KComment
      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
      580Comment
      Report
    • LanceljxLanceljx
      ·01-01 20:34
      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
      370Comment
      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
      247Comment
      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
      146Comment
      Report
    • GregorioGregorio
      ·2025-12-31
      $Tiger Brokers(TIGR)$ can cash out please help
      133Comment
      Report