NVDA QOct25: - Expectation of $2B-$5B H20 in 3Q diMicron's CY26 HBM3E and HBM4 supply fully contractOne pic is worth 1000 words$AMD(AMD.US)AMD and Cisco have teamed up with SaudPalantir and PwC UK just tightened their partnershNvidia just dropped a monster quarter, however…. GMichael Burry is not having a good day…One year in AI feels like a full decade. About a yAlex Karp is unusual and outspoken, which can be a$NVDA BREAKING: The White House is asking CongressDonald J. Trump Truth Social Post 10:25 AM EST 11/$Taiwan Semiconductor(TSM.US)Wasn‘t NVDA’s earning$Apple(AAPL.US)Apple is widely seen as playing catPalantir’s business model is built around large enGCP took many years to become profitable despite GMichael Burry has just become AI compute expert. D$NVDA - NVIDIA SURGE SET TO FUEL YEAR-END TECH RAL*TRUMP SAYS HE'LL MEET WITH NYC MAYOR-ELECT MAMDANCHINA'S OCTOBER RARE EARTH MAGNET EXPORTS TO THE UTRUMP SIGNS BILL APPROVING EPSTEIN FILE RELEASEDonald J. Trump Truth Social Post 08:29 PM EST 11/President Trump says he just signed the bill to reJensen did it again.*JAPAN’S 30-YEAR YIELD HITS FRESH RECORD HIGH SINCTRUMP QUIETLY APPROVED A PEACE PLAN BETWEEN RUSSIASouth Korean authorities inspected Arm’s offices iTesla’s core business is still vehicle sales and eTSMC’s Europe subsidiary, ESMC, is making progressOne thing I often get wrong is just how irrationalPresident Trump blames past US presidents for the Nvidia, Foxconn and ASE are among companies that hIt's insane to look at the last column Y/Y 66% grohow is “we can’t make the GPUs fast enough to sellBreaking: Burry is calling out the AI Flywheel FraUS semiconductor tariffs may be delayed to maintaiBreaking: Michael Burry just tweeted this after $NOver the next 24 hours, expect two things: • AnalyFriends again$NVDA +4.5% post market after reporting 3Q resultsDonald J. Trump Truth Social Post 05:03 PM EST 11/The $NVDA call just wrapped. Stock is up 4%. I thiAnytime there is serious buzz around Elon's other Jensen says hundreds of billions in capex spendingJensen says $NVDA has the balance sheet to supportCFO says "on track for $500B forecast for BlackwelThe question was about concerns over overbuilding Jensen takes the mic. Reiterates his view that theNvidia CFO just said the $500b will grow!Topic of physical AI came up. CFO reiterates it's Automotive revenue up 32% yy. My take: It's still