$nvda guidance is stronger than the market’s first take suggests (stock down 1%). They’re forecasting a 3% revenue bump in Oct despite a potential 2-3 month Blackwell delay. Without it, guidance would be higher. October might also see slowdowns as customers wait for Blackwell

Jensen on Q225 ER call:: Blackwell mask is fixed doesn’t affect function Will start shipping Q4 100 different variations. This is how we get to larger frontier models $nvda

People can’t seem to listen to Jensen from $Nvda Blackwell will probably be the biggest product launch of all time for the company allowing companies to do 1 Trillion parameter models. We are still early 🚀

I still feel Like you get the best growth and moat out of Nvidia combination of iPhone 16 release 9/9 and Fed meeting week after cutting rates will add ai fuel back to the party. Blackwell will allow the next generation 1T parameter models. $nvda $aapl Ai party getting started

My enemies enemy is my friend in this case Google lol Nvidia, Apple and Microsoft — the three most valuable tech companies — are in talks to invest in OpenAI as part of the company’s new $100 billion funding round. TPU 🧻 bloomberg.com/news/articles/…

Physical AI is the next frontier in artificial intelligence, and Apple's latest job postings signal their commitment to leading this evolution. By integrating AI with physical systems, the potential to revolutionize everyday technology is immense. The future is now! $aapl 🦾🤖

Please don’t show this to my wife 😂. Physical ai is the future. We will all have humanoid robots in our lives

Nvidia'sBlackwell-architecture GPUs pack 208B transistors and are manufactured using a custom-built TSM 4NP process. Blackwell products feature 2 reticle-limited dies connected by a 10TB per second chip-to-chip interconnect in a unified single GPU! $nvda

Pray for Intel. It’s a national treasure $intc 🙏🏽 Only the Paranoid Survive - Andy Grove

Elon goes into hardcore founder mode when standing up new Ai Clusters wow 🚀 $tsla $nvda

Today's GPUs—like the H100, H200, and Blackwell—are the modern equivalents of the CPUs of the past, such as the 386, 486, and Pentium. Just as those CPUs revolutionized computing, these GPUs are driving the next wave of innovation in AI and high-performance computing. The future!

No one remembers when $nvda almost went Bk twice No one remembers when Jensen decided to invest in $0B dollar markets with GPUs Why are we penalizing entrepreneurship in America instead of celebrating it? He took the risk let them enjoy the rewards for building the best product

Pat Gelsinger's tears and prayers to Elizabeth Warren about Nvidia's AI lead were so potent, the DOJ had to check if innovation was still a thing. Turns out, Nvidia's just that good. $NVDA $INTC GPUs

OpenAI envisions a global alliance of friendly nations, uniting to share computing power within a cohesive AI network. By fostering collaboration across borders, we can harness the full potential of AI to drive innovation and solve challenges together. $nvda

Jensen coming in at number (19) 93 throwing the first pitch at tonight’s SF Giants game when he lost the most money on paper and the DOJ trying to make his life’s work a challenge. Swing batta swing $nvda

Apple's iPhones & iOS ecosystem mirror NVIDIA's GPUs & CUDA—both offer full-stack solutions for distinct markets. Apple's focus is on consumers, delivering seamless experiences, while NVIDIA targets enterprises &hyperscalers with unmatched performance. Full-stack wins $aapl $nvda

Wow this is some pretty poor reporting by my friends at Bloomberg, whats going on over there? So the DOJ isn't looking into Nvidia?

Hock Tan CEO of $AVGO on Q324 ER Call: “Seriously, it's getting to a point where GPUs are more important than engineers” $NVDA $AMD $TSLA

Not surprised Elizabeth Warren is backing the DOJ's Nvidia investigation. As someone who’s spent her life in public service, she lacks understanding of entrepreneurship & tech. Nvidia’s compute supports academia too. Free market capitalism drives innovation—let it work! $nvda