GOcool
voted
The AI kingpin $NVIDIA (NVDA.US)$ just dropped a bombshell earnings report—but investors hit the panic button! 📉 Despite smashing revenue expectations, shares tanked 7% in a single day, dragging the S&P 500 down 3%. What gives? 🤯
The Skeptics' Case: "AI Bubble Alert!"
High-profile bears like "The Big Short" investor Michael Burry are sounding alarms. 🚨 They argue:
– Valuations are insane: Money-losing AI darlings are...
The Skeptics' Case: "AI Bubble Alert!"
High-profile bears like "The Big Short" investor Michael Burry are sounding alarms. 🚨 They argue:
– Valuations are insane: Money-losing AI darlings are...
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GOcool
voted
If you've followed my posts before, you probably know I'm usually more of a mid-to-long-term investor — I like growth names and value recovery plays.
For reference, see 🔗 Return rate for the first half of 2025.
But with U.S., Aussie, and Hong Kong markets all looking a bit overheated lately, I've been diving into options to keep my skills sharp and add some tactical tools to my playbook.
So, this is the start of my new 0DTE learning series, where I'll...
For reference, see 🔗 Return rate for the first half of 2025.
But with U.S., Aussie, and Hong Kong markets all looking a bit overheated lately, I've been diving into options to keep my skills sharp and add some tactical tools to my playbook.
So, this is the start of my new 0DTE learning series, where I'll...
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GOcool
commented on and voted
The Big Short is back, and this time he's aiming at the AI.
Michael Burry's latest 13F shows his Scion Asset Management has purchased 50,000 put options contracts on $Palantir (PLTR.US)$ and 10,000 puts options contracts on $NVIDIA (NVDA.US)$, with notional values of $912 million and $186 million dollar respectively.
Notional exposure at roughly 66% of the portfolio in Palantir puts and 14% in Nvidia puts. Since 13...
Michael Burry's latest 13F shows his Scion Asset Management has purchased 50,000 put options contracts on $Palantir (PLTR.US)$ and 10,000 puts options contracts on $NVIDIA (NVDA.US)$, with notional values of $912 million and $186 million dollar respectively.
Notional exposure at roughly 66% of the portfolio in Palantir puts and 14% in Nvidia puts. Since 13...
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GOcool
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The World's Most Important Stock, $NVIDIA (NVDA.US)$ , BEATS On Revenue & Earnings 🤯
The unstoppable AI chip force delivers yet again.
Revenue $22.10B vs. $6.05B y/y, EST $20.41B
Data center revenue $18.4B vs. $3.62B y/y, EST $17.21B
Gaming revenue $2.9B, +58% y/y, EST $2.72B
Professional Visualization revenue $463M vs. $226M y/y, EST $435.5M
Automotive revenue $281M, -4.4% y/y, EST $272.1M
ADJ gross margin 76.7% vs. 66.1% y/y, EST 75.4%
Beast.
Will be s...
The unstoppable AI chip force delivers yet again.
Revenue $22.10B vs. $6.05B y/y, EST $20.41B
Data center revenue $18.4B vs. $3.62B y/y, EST $17.21B
Gaming revenue $2.9B, +58% y/y, EST $2.72B
Professional Visualization revenue $463M vs. $226M y/y, EST $435.5M
Automotive revenue $281M, -4.4% y/y, EST $272.1M
ADJ gross margin 76.7% vs. 66.1% y/y, EST 75.4%
Beast.
Will be s...
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$NVIDIA (NVDA.US)$NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2024
February 21, 2024
nvidia.com/news...
Record quarterly revenue of $22.1 billion, up 22% from Q3, up 265% from year ago
Record quarterly Data Center revenue of $18.4 billion, up 27% from Q3, up 409% from year ago
Record full-year revenue of $60.9 billion, up 126%
NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 28, 2024, of $22.1 billion, up 22% from the previo...
February 21, 2024
nvidia.com/news...
Record quarterly revenue of $22.1 billion, up 22% from Q3, up 265% from year ago
Record quarterly Data Center revenue of $18.4 billion, up 27% from Q3, up 409% from year ago
Record full-year revenue of $60.9 billion, up 126%
NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 28, 2024, of $22.1 billion, up 22% from the previo...
$NVIDIA (NVDA.US)$ if its true , tom will be blood bath NVDA to 1200$
Earnings: $5.15 per share, adjusted, versus $4.64 per share expected.
Revenue: $22.10 billion, versus $20.62 billion expected.
Earnings: $5.15 per share, adjusted, versus $4.64 per share expected.
Revenue: $22.10 billion, versus $20.62 billion expected.
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