$NVIDIA (NVDA.US)$ I came across this news
NVIDIA's stock price could nearly double over the next year, according to analysis - US Individual Stocks | Individual Stocks - Kabutan News

$NVIDIA (NVDA.US)$ AVGO's earnings have been released. AVGO also beat analyst consensus with strong results. The guidance for the next quarter looks good as well.
Comparison of this period’s financial results
Momentum of growth: NVIDIA is forecasting an extremely high year-over-year growth of approximately 77% in revenue, driven by "exponential demand" (according to management) for AI processors for data centers, such as those based on the Blackwell architecture. Broadcom’s growth rate is solid (+47%), but it lags behind NVIDIA in both scale and speed.
Competitive position and sustainability: NVIDIA is said to hold over 90% of the AI GPU market share and benefits from a strong lock-in effect through its CUDA software ecosystem. On the other hand, while Broadcom demonstrates leadership in AI custom chips (ASICs) and networking, there are concerns that customers like Google and Meta may shift towards designing their own chips.
Valuation and upside potential: Both companies have received a strong 'buy' rating from analysts, but NVIDIA appears to have slightly higher current undervaluation (upside potential) relative to its target price. ...

$NVIDIA (NVDA.US)$ Is OpenAI the losing ticket?
Summary of this Iran airstrike
Anthropic Lockout (Friday, February 27, 2026)
Background:
Anthropic has been in prolonged negotiations with the US Department of Defense. The Pentagon had been using Claude within the military's classified systems but was seeking unrestricted use for 'any lawful purpose.'
Anthropic CEO Dario Amodei stated, 'In accordance with our conscience, we cannot allow the Department of Defense to use our models without restrictions.'
Specifically, Anthropic refused its use for large-scale domestic surveillance of American citizens and the development of autonomous weapons that could be launched without human intervention.
The Pentagon set a deadline of 5:01 PM on Friday for Anthropic to agree to their demands, but the deadline passed without agreement.
President Trump posted on Truth Social, 'I am instructing all federal agencies to immediately cease the use of Anthropic’s technology,' and Defense Secretary Hegseth designated Anthropic as a 'security risk in the supply chain.'
This designation is typically applied to Chinese entities...

$NVIDIA (NVDA.US)$ Lately, Anthropic’s movements have been incredible. It's also one of the major factors behind the stagnation in SaaS stock prices. Now, OpenAI, Google, and Anthropic are the big three. By the way, both OpenAI and Anthropic use NVDA’s GPUs. There were reports of dissatisfaction from OpenAI regarding the inference performance of NVDA’s GPUs, but Anthropic is being developed in AWS cloud data centers using NVDA chips. Whether these three will remain dominant or if the development competition will intensify further, it might be possible to achieve Artificial General Intelligence (AGI) to Artificial Superintelligence (ASI) within a short period. I’m excited to see what happens in a few years.

$NVIDIA (NVDA.US)$
Key Points of Earnings
Revenue for the fourth quarter of 2026 reached approximately $68.1 billion, surpassing the previous year and forecasts, marking a record high. The data center segment was the main driver.
The revenue outlook (guidance) for the next quarter (Q1 2027) is set at approximately $76.4 to $79.5 billion, reflecting a bullish range that significantly exceeds analyst expectations.
Summary (Key Points from CEO Guidance)
Announced earnings results that far exceeded expectations for both revenue and profit
The revenue forecast for the next period also reflects a very bullish range
Emphasized the arrival of an 'inflection point' in agentic AI
Highlighted Blackwell’s superiority in inference capabilities and expressed optimism about Rubin
Mentioned progress on a major partnership with OpenAI
Emphasized strong AI demand while taking a stance to ease concerns about the AI market
The earnings report cleared all analyst consensus targets. The guidance for the next quarter also exceeded consensus. It seems possible to break out of the range-bound trading, but the post-earnings stock price remains as shown. Nevertheless, the overwhelming market share in GPUs, the competitive edge over AMD’s GPUs, and the recognition of monetizing massive AI investments are clear. Additionally, NVDA's GPU development roadmap appears solid. Concerns seem to be gradually dissipating, so how should we consider...

$NVIDIA (NVDA.US)$ I'm really excited because it seems like this year's GTC is going to feature some amazing chip announcements.

$NVIDIA (NVDA.US)$ At the start of last year, I thought that if the AI infrastructure fell into place, software would follow, so I invested in CRM, and then FIG. The evolution of Anthropic and GEMINI seems to have shrunk the SaaS market size. The work of SaaS companies has been taken over by AI. Should we view this as labor-saving? Are the winners those in the infrastructure space?

$SoFi Technologies (SOFI.US)$ SoFi Technologies' fourth-quarter earnings per share (EPS) was 13 cents.

$NVIDIA (NVDA.US)$ The release of the CPI has brought a sense of relief. The market is up today↗. It would be great if tomorrow's earnings report from TSM goes well too.