To The Moon

Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness. Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power. The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.

Google’s aggressive push into custom silicon—highlighted by its recent eighth-generation TPU 8t (training) and TPU 8i (inference) roadmaps, alongside its custom Axion Arm-based CPUs—marks a structural shift in the AI landscape. If you are an investor holding both Alphabet (GOOGL) and Nvidia (NVDA) like myself, this semiconductor rivalry directly impacts the competitive moats of both tech giants. I am holding them in my long-term tech portfolio. What It Means for Nvidia’s Moat Google’s custom chip roadmap chip away at Nvidia's dominance, but it does not destroy it. Instead, it transitions the market from an Nvidia monopoly into a highly competitive two-platform ecosystem. The CUDA Moat Under Attack: Nvidia’s true moat is not just hardware; it is CUDA, the software ecosystem millions of deve

Google has tremendous capacity in Custom AI Chips. But currently NVDA has a strong lead and will not be possible for Google to dislodge it.

Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks  https://seekingalpha.com/article/4907686-nvidia-revenue-rockets-85-percent-3-undervalued-top-ai-chip-stocks?share_source=shared_news?source=tweet 

Nvidia sleeping beauty or end of run? All chip stock fly this counter die. Anyone got anything to share. So sad 

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat. Is Nvidia (NVDA), a Buy, Sell, or Hold? Impressed by the Q1 FY27 print, Baird analyst boosted his price target for Nvidia stock to a Street-high of $500 from $300, and reaffirmed a Buy rating. Nvidia remains Baird’s top idea. Gerra highlighted that Nvidia is securing market share in inference and at hyperscal

Writing Nvidia has been one of the biggest winners of the AI boom, but the market may soon enter a new phase. With the potential IPO launches of companies like SpaceX and OpenAI, global capital could begin rotating toward the next generation of “once-in-a-decade” listings. These are not just normal IPOs — they are trillion-dollar narratives tied to AI, infrastructure, robotics, space technology, and future computing. For the past two years, Nvidia has been the primary gateway for investors wanting exposure to AI. Every major AI company needed Nvidia chips, which pushed Nvidia into becoming one of the most valuable companies in the world. But once companies like OpenAI and SpaceX become publicly tradable, investors may no longer need indirect exposure through Nvidia alone. A large amount of

The print from Nvidia is not weak. It is too strong for expectations already priced in. 85% growth with ~75% margins tells you demand is still supply-constrained, not fading. The muted reaction signals positioning fatigue, not a broken thesis. What matters is the second-order move: Advanced Micro Devices +8% Arm Holdings +15% Micron Technology +5% This is classic cycle broadening. When the leader stops accelerating, capital rotates into laggards and suppliers. So which is it? Not a top yet, but no longer early. Nvidia: transitioning from hyper-growth leader → “infrastructure anchor” Market: shifting from single-stock trade → ecosystem trade (compute, memory, networking, power) On $220: Bull case: still early in inference + sovereign AI + enterprise adoption → higher base Bear case: expecta

Clearly Nvidia is surpassing AMD, at this rate I don't see AMD catching up

NVIDIA will become 1 of the top S&P at the current rate of AI technology evolving. 

$NVIDIA(NVDA)$   Nvidia: Has Jensen Huang really lost his magic? Nvidia (NVDA) delivered, and the market wasn't impressed. Now it seems like even good results are no longer enough because the company, I guess, is no longer just printing $60 billion in revenue. Remember that was FY2024. Earlier this year for FY2026, that revenue had gone up to $216 billion, more than 3.5x what they did in FY2024. I guess you could say that the market has now baked in very high expectations on what Nvidia could show us. Back in March, I highlighted why, when Jensen Huang unveiled the $1 trillion plus revenue opportunity at the Spring GTC, it should have been a blockbuster, but the market was discernibly not that impressed. Yet I

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat.

🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%. ✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣

The market is no longer debating whether AI demand is real. It is now debating who captures the next dollar of that demand. Let’s separate signal from noise. 1. Nvidia itself NVIDIA is no longer a “growth discovery” story. It is a scale + expectations story. An 85% YoY growth on that base, with 75% margins, is exceptional. But the tepid guidance reaction tells you something important: The market has already priced continued perfection Incremental upside now depends on beating extremely stretched expectations So at ~$220, Nvidia is not “cheap early-cycle” anymore. It is closer to a high-quality compounder with limited room for narrative expansion unless: Blackwell ramps faster than expected, or Hyperscaler capex surprises meaningfully again Otherwise, you get more “good results, muted price

$Strategy(MSTR)$   Just like Nvidia (NVDA), Strategy (MSTR) are two best Monster Stocks to Buy for Late 2026 For the points, this stock will rebound a couple of times to $230 in the next 6 months. 2026 has hardly brought any respite to the Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, stock. Even though the stock is up nearly 10% this year, the performance has been rather flat over the last month. Even then, an analyst has raised its price target on the Strategy stock due to two reasons. Strategy's quarterly loss prompts possible strategy shift Founded as a software company in 1989, the Michael Saylor-led company turned to Bitcoin amid the coronavirus pandemic in 2020. It now holds 843,738 BTC

Highly likely. Let's charge.😊

NVDA numbers are honestly insane at this point. The hard part isn’t whether it’s a great company, it’s figuring out how much future growth is already priced in. Seriously one to keep a close eye on.

This is less about Nvidia alone and more about where we are in the AI cycle. Start with the uncomfortable truth: This did not look like a blow-off top. If anything, it looked like maturing leadership. 1) Nvidia itself: not cheap, but not exhausted An 85% YoY growth rate at this scale, with ~75% gross margin, is not normal late-cycle behaviour. The muted reaction despite strong numbers suggests positioning was crowded, not that the story is broken. The real signal is this: buybacks + dividend + “$200B TAM expansion”. That is a company preparing for durability, not just peak hype. $220 is not a “starting point” in the traditional sense. It is more like a transition zone where expectations are already high, so upside depends on execution staying near-perfect. 2) The more important signal: bre

The most rate-sensitive assets moved first. That’s real repricing happening in real time. Meanwhile, the Nasdaq has only pulled back about 2% from highs. Semis are trying to fight macro gravity through extreme concentration: “No matter how bad macro gets, if we all pile into AI together, maybe we can hold the line.”

Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness. Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power. The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.

Google’s aggressive push into custom silicon—highlighted by its recent eighth-generation TPU 8t (training) and TPU 8i (inference) roadmaps, alongside its custom Axion Arm-based CPUs—marks a structural shift in the AI landscape. If you are an investor holding both Alphabet (GOOGL) and Nvidia (NVDA) like myself, this semiconductor rivalry directly impacts the competitive moats of both tech giants. I am holding them in my long-term tech portfolio. What It Means for Nvidia’s Moat Google’s custom chip roadmap chip away at Nvidia's dominance, but it does not destroy it. Instead, it transitions the market from an Nvidia monopoly into a highly competitive two-platform ecosystem. The CUDA Moat Under Attack: Nvidia’s true moat is not just hardware; it is CUDA, the software ecosystem millions of deve

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat. Is Nvidia (NVDA), a Buy, Sell, or Hold? Impressed by the Q1 FY27 print, Baird analyst boosted his price target for Nvidia stock to a Street-high of $500 from $300, and reaffirmed a Buy rating. Nvidia remains Baird’s top idea. Gerra highlighted that Nvidia is securing market share in inference and at hyperscal

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

Google has tremendous capacity in Custom AI Chips. But currently NVDA has a strong lead and will not be possible for Google to dislodge it.

Writing Nvidia has been one of the biggest winners of the AI boom, but the market may soon enter a new phase. With the potential IPO launches of companies like SpaceX and OpenAI, global capital could begin rotating toward the next generation of “once-in-a-decade” listings. These are not just normal IPOs — they are trillion-dollar narratives tied to AI, infrastructure, robotics, space technology, and future computing. For the past two years, Nvidia has been the primary gateway for investors wanting exposure to AI. Every major AI company needed Nvidia chips, which pushed Nvidia into becoming one of the most valuable companies in the world. But once companies like OpenAI and SpaceX become publicly tradable, investors may no longer need indirect exposure through Nvidia alone. A large amount of

$NVIDIA(NVDA)$   Nvidia: Has Jensen Huang really lost his magic? Nvidia (NVDA) delivered, and the market wasn't impressed. Now it seems like even good results are no longer enough because the company, I guess, is no longer just printing $60 billion in revenue. Remember that was FY2024. Earlier this year for FY2026, that revenue had gone up to $216 billion, more than 3.5x what they did in FY2024. I guess you could say that the market has now baked in very high expectations on what Nvidia could show us. Back in March, I highlighted why, when Jensen Huang unveiled the $1 trillion plus revenue opportunity at the Spring GTC, it should have been a blockbuster, but the market was discernibly not that impressed. Yet I

Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks  https://seekingalpha.com/article/4907686-nvidia-revenue-rockets-85-percent-3-undervalued-top-ai-chip-stocks?share_source=shared_news?source=tweet 

Nvidia sleeping beauty or end of run? All chip stock fly this counter die. Anyone got anything to share. So sad 

$Strategy(MSTR)$   Just like Nvidia (NVDA), Strategy (MSTR) are two best Monster Stocks to Buy for Late 2026 For the points, this stock will rebound a couple of times to $230 in the next 6 months. 2026 has hardly brought any respite to the Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, stock. Even though the stock is up nearly 10% this year, the performance has been rather flat over the last month. Even then, an analyst has raised its price target on the Strategy stock due to two reasons. Strategy's quarterly loss prompts possible strategy shift Founded as a software company in 1989, the Michael Saylor-led company turned to Bitcoin amid the coronavirus pandemic in 2020. It now holds 843,738 BTC

The print from Nvidia is not weak. It is too strong for expectations already priced in. 85% growth with ~75% margins tells you demand is still supply-constrained, not fading. The muted reaction signals positioning fatigue, not a broken thesis. What matters is the second-order move: Advanced Micro Devices +8% Arm Holdings +15% Micron Technology +5% This is classic cycle broadening. When the leader stops accelerating, capital rotates into laggards and suppliers. So which is it? Not a top yet, but no longer early. Nvidia: transitioning from hyper-growth leader → “infrastructure anchor” Market: shifting from single-stock trade → ecosystem trade (compute, memory, networking, power) On $220: Bull case: still early in inference + sovereign AI + enterprise adoption → higher base Bear case: expecta

The market is no longer debating whether AI demand is real. It is now debating who captures the next dollar of that demand. Let’s separate signal from noise. 1. Nvidia itself NVIDIA is no longer a “growth discovery” story. It is a scale + expectations story. An 85% YoY growth on that base, with 75% margins, is exceptional. But the tepid guidance reaction tells you something important: The market has already priced continued perfection Incremental upside now depends on beating extremely stretched expectations So at ~$220, Nvidia is not “cheap early-cycle” anymore. It is closer to a high-quality compounder with limited room for narrative expansion unless: Blackwell ramps faster than expected, or Hyperscaler capex surprises meaningfully again Otherwise, you get more “good results, muted price

$NVIDIA(NVDA)$   Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers. NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth. Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years. NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat.

Clearly Nvidia is surpassing AMD, at this rate I don't see AMD catching up

This is less about Nvidia alone and more about where we are in the AI cycle. Start with the uncomfortable truth: This did not look like a blow-off top. If anything, it looked like maturing leadership. 1) Nvidia itself: not cheap, but not exhausted An 85% YoY growth rate at this scale, with ~75% gross margin, is not normal late-cycle behaviour. The muted reaction despite strong numbers suggests positioning was crowded, not that the story is broken. The real signal is this: buybacks + dividend + “$200B TAM expansion”. That is a company preparing for durability, not just peak hype. $220 is not a “starting point” in the traditional sense. It is more like a transition zone where expectations are already high, so upside depends on execution staying near-perfect. 2) The more important signal: bre

NVIDIA will become 1 of the top S&P at the current rate of AI technology evolving. 

🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%. ✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣

Highly likely. Let's charge.😊

NVDA numbers are honestly insane at this point. The hard part isn’t whether it’s a great company, it’s figuring out how much future growth is already priced in. Seriously one to keep a close eye on.

As Salesforce approaches AI agents through CRM, ServiceNow through enterprise workflows, and Workday through HCM, Radnova, operated by YXT.com Group Holding Limited (NASDAQ: YXT), is taking a differentiated path. Rather than entering enterprise AI through core enterprise systems, YXT is focusing on enterprise knowledge, organizational training and employee enablement, applying AI to the accumulation of organizational experience, workforce development and business execution capabilities. In the past, the value of corporate learning software was mainly reflected in course delivery, training management and learning data records. In the AI era, however, enterprise customers are changing how they evaluate software value. They are no longer focused only on whether employees have completed traini