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$MongoDB (MDB.US)$ surged over 21% following its earnings report last session, showcasing its AI strength, while it’s been a harsh winter for NeoCloud stocks. $CoreWeave (CRWV.US)$ is down over 50% from the high and $Oracle (ORCL.US)$ hit its worst drawdown in a decade. The hype around AI compute has slammed straight into reality. And is this a disaster or an opportunity?
Coreweave
$CoreWeave (CRWV.US)$ model looks straightforward and powerf...
Coreweave
$CoreWeave (CRWV.US)$ model looks straightforward and powerf...
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初见只是路人
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$Bitcoin (BTC.CC)$ Market-crashing garbage
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$CoreWeave (CRWV.US)$ •Launched NVIDIA BlueField-4, the processor for the operating system of AI factories, with industry leaders including CoreWeave, Dell Technologies, Oracle Cloud Infrastructure, Palo Alto Networks, Red Hat and VAST Data building next-generation BlueField®-accelerated data center platforms.
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初见只是路人
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The healthcare sector just got a major adrenaline shot! 💪 While tech titans and AI darlings dominated headlines, medical stocks quietly staged a comeback with rock-solid earnings and defensive appeal. Let's dissect why investors are rewriting their prescriptions for portfolio growth!
🔥 Earnings Fireworks & Sector Stars Shining Bright:
$Medtronic (MDT.US)$ Spiked after crushing Q4 numbers, boosting FY outlook on surging demand for medical dev...
🔥 Earnings Fireworks & Sector Stars Shining Bright:
$Medtronic (MDT.US)$ Spiked after crushing Q4 numbers, boosting FY outlook on surging demand for medical dev...
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$NEBIUS (NBIS.US)$ The past few days have been quite red for AI tech stocks. But actually considering some competitor companies like Coreweave have dumped even more badly, NBIS is not in the worst shape.
There may be some light at the end of the tunnel - if this week's NVIDIA earnings report is good, I think investors will have confidence to come back to buy AI stocks, NBIS will get a boost.
And if the Fed happens to cut rates in their december meeting, stocks will fly.
There may be some light at the end of the tunnel - if this week's NVIDIA earnings report is good, I think investors will have confidence to come back to buy AI stocks, NBIS will get a boost.
And if the Fed happens to cut rates in their december meeting, stocks will fly.
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初见只是路人
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Columns All-or-Nothing? Can Nvidia's Earnings Salvage "AI Narrative" Again? What Options Market Tells us?
Hello everyone, I'm Steven. Topic for today: Nvidia. ![]()
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Undoubtedly, $NVIDIA (NVDA.US)$ ’s earnings report is one of the most awaited and anticipated event of the market. Scheduled to be released after the close this Wednesday, November 19, key questions for this time are two-fold: First, whether the company can sustain its extremely high growth trajectory; and Second, whether the “AI narrative” is f...
Undoubtedly, $NVIDIA (NVDA.US)$ ’s earnings report is one of the most awaited and anticipated event of the market. Scheduled to be released after the close this Wednesday, November 19, key questions for this time are two-fold: First, whether the company can sustain its extremely high growth trajectory; and Second, whether the “AI narrative” is f...
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$CoreWeave (CRWV.US)$ Although I have bought a lot, I think we need to look at 70.
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