Posts
News
Latest
Hot
Key Takeaways
– Nvidia's new $1 trillion target was strong enough to spark an immediate bullish reaction.
– The stock gave back gains as the implied upside versus consensus proved smaller than the headline first suggested.
– For a company of Nvidia's size, the market is rewarding only guidance that clearly resets the long term growth curve.
$NVIDIA (NVDA.US)$ 's stock reaction during the GTC keynote captured a familiar pattern. The first move was driven by...
– Nvidia's new $1 trillion target was strong enough to spark an immediate bullish reaction.
– The stock gave back gains as the implied upside versus consensus proved smaller than the headline first suggested.
– For a company of Nvidia's size, the market is rewarding only guidance that clearly resets the long term growth curve.
$NVIDIA (NVDA.US)$ 's stock reaction during the GTC keynote captured a familiar pattern. The first move was driven by...
37
7
38
I asked moomoo AI a forward-looking question that would normally take serious research to answer: how might NVIDIA's strong cash flow influence its dividend policy going forward? The AI came back with a comprehensive answer that tied operating cash flow of $102.7 billion in FY2026 — a 60% year-over-year increase — directly to what it called a significant and ongoing shift toward becoming a more aggressive retur...
5
$Alphabet-A (GOOGL.US)$ AI, Semiconductor & Metaphysics Strategic Analysis (2026+)
1. Nvidia, CUDA, DeepSeek & AI Infrastructure
Core Assessment
The claim that “CUDA failed” is technically inaccurate. Nvidia remains the dominant AI infrastructure company
because of: CUDA ecosystem lock-in AI networking Enterprise deployment maturity Developer tooling and software
integration Massive hyperscaler adoption DeepSeek demonstrated that AI models can become dramatically more
efficient using: Mixture-of-...
1. Nvidia, CUDA, DeepSeek & AI Infrastructure
Core Assessment
The claim that “CUDA failed” is technically inaccurate. Nvidia remains the dominant AI infrastructure company
because of: CUDA ecosystem lock-in AI networking Enterprise deployment maturity Developer tooling and software
integration Massive hyperscaler adoption DeepSeek demonstrated that AI models can become dramatically more
efficient using: Mixture-of-...
1
As of late March 2026, $NVIDIA (NVDA.US)$ is navigating a complex period where "monstrous" financial results are clashing with "AI investment fatigue." While the company reported record revenue of $68.1 billion for the quarter ending January 2026 (up 73% Y/Y), the stock has faced headwinds, trading around $175 —down from its 52-week high of $212.
Here is a breakdown of your strategy options and the outlook for the remainder of the year.
Options vs. W...
Here is a breakdown of your strategy options and the outlook for the remainder of the year.
Options vs. W...
+3
3
1
earnings report rugpull turned a 75k monthly profit into a 11k monthly loss, my first monthly loss since i committed to my ndiva only strategy ![]()
this month my bad fortune turned again, into a 99k profit![]()
easy come, easy go, easy come again, the market works in mysterious ways...![]()
![]()
how will my ndiva only portfolio fare? stay tuned for more ndiva shenanigans...![]()
![]()
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$ $Bitcoin (BTC.CC)$ $SPDR Gold ETF (GLD.US)$
this month my bad fortune turned again, into a 99k profit
easy come, easy go, easy come again, the market works in mysterious ways...
how will my ndiva only portfolio fare? stay tuned for more ndiva shenanigans...
$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$ $Bitcoin (BTC.CC)$ $SPDR Gold ETF (GLD.US)$
+1
15
9
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
$NVIDIA (NVDA.US)$ Take note of this artificial bearish report : Nvidia's Stock Chart Just Displayed a Bearish Signal. Is the AI Star Losing Its Shine?
It highlights the “bearish signal” as Nvdia drops below MA200
That’s a very unprofessional technical analysis. It is actually a bullish signal.
Back in February, when NVDA dropped to this price, it’s MA200 was at 169.219. Now, it’s current MA200 has been up by almost $10 (5.43%) to $178.41.
If you look closer,...
It highlights the “bearish signal” as Nvdia drops below MA200
That’s a very unprofessional technical analysis. It is actually a bullish signal.
Back in February, when NVDA dropped to this price, it’s MA200 was at 169.219. Now, it’s current MA200 has been up by almost $10 (5.43%) to $178.41.
If you look closer,...
+1
3
$Super Micro Computer (SMCI.US)$
(Taipei, 22nd) Super Micro Computer, Taiwan's leading AI stock, has once again been embroiled in major controversy. The US has accused the company's executives of illegally transferring servers equipped with NVIDIA AI chips to China. Following the news, the stock price plummeted by over 33% that day, closing at $20.53, instantly wiping out approximately $6 billion in market value—the largest single-day drop since 2018.
The company urgently cut and stopped the blee...
(Taipei, 22nd) Super Micro Computer, Taiwan's leading AI stock, has once again been embroiled in major controversy. The US has accused the company's executives of illegally transferring servers equipped with NVIDIA AI chips to China. Following the news, the stock price plummeted by over 33% that day, closing at $20.53, instantly wiping out approximately $6 billion in market value—the largest single-day drop since 2018.
The company urgently cut and stopped the blee...
Ronzo07 : ok
74478536 : what a crazy and qick rallly it gave to SPX at the end of the day though… wow!
74128907 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
W•B• : support old friends 177 180
107476003 : which stock will soar 17 march
View more comments...