$NVIDIA(NVDA)$ Nvidia's prepping for its GTC extravaganza next month, teasing a groundbreaking inference chip that fuses Groq's LPU design with the next-gen Feynman architecture – this beast integrates SRAM for lightning-fast memory access and 3D stacking to cram 2x performance in half the space, slashing latency bottlenecks for large-model AI workloads that demand real-time efficiency. 😤 With OpenAI committing to massive purchases and investments to fuel GPT upgrades, and Meta ramping large-scale CPU-based deployments for Reels and ad personalization, this shift from training-heavy hype to inference dominance could redefine the AI landscape. But as NVDA shares hover near $141 after volatility, is GTC the catalyst blasting to $200 highs on $215B F

$NVIDIA(NVDA)$ s earnings report exceeded expectations again, but its stock price fell sharply by over 5%.These past 2 days, Nvidia's earnings report has once again taught all options traders a lesson: earnings significantly exceeded expectations, causing a surge in after-hours trading, but the next day it plummeted 5.7%, wiping out nearly a trillion dollars in market capitalization overnight.This kind of "good news priced in, surge followed by a fall" pattern is a classic example of a double whammy in the options market—bulls get trapped, and puts may not even profit; once volatility recedes, both contracts plummet.Since August 2024, every earnings report seems to be followed by a period of decline.I've experienced this market pattern all too wel

Congratulations once again on @Joshhsh -Justin's successful trading endeavors! 🎉The following are Justin's answers to questions from TigerBrokers' emails. We appreciate Justin's thoughtful and earnest sharing, and hope it will be helpful to our fellow investors.If you are interested in being interviewed, please leave a comment below. If your answer is used and published, we will provide an incentive of SGD150.Part 1: Getting Started — The Beginning of the JourneyMy name is Justin. Professionally, I work in risk and governance — so naturally, I’ve always been fascinated by how uncertainty is measured, priced, and managed.I’ve been investing for about 10 years now. What started as a simple desire to grow my savings slowly evolved into

Nvidia Wipes Out $270B in 24 Hours: Generational Dip Buy or the Crack in the AI Supercycle? Nvidia (NVDA) just experienced a violent reality check, plunging over 5% and vaporizing roughly $270 billion in market capitalization overnight. To put that into perspective, the market just erased the equivalent of Netflix’s entire valuation in a single trading session. The catalyst wasn’t a single fatal blow, but a toxic trifecta: the delayed rollout of the much-anticipated Blackwell architecture, mounting anxieties over the sustainability of hyperscaler AI spending, and the creeping threat of custom silicon eating into market share. While Wall Street analysts are rushing to defend the long-term thesis, active traders are staring at a massive inflection point. Is this the ultimate "buy the blood"

$NVIDIA(NVDA)$   $Tempus AI(TEM)$   Key Points For Buying Tempus (TEM) : Tempus AI is framed as deeply discounted versus analyst targets, with improving margins and guidance supporting a rebound setup. The quarter showed strong reported growth and durable retention, with narrowing losses and an improving profitability trajectory. Analyst sentiment and institutional buying are portrayed as supportive, while debt and short interest remain the main risks. Special Report: The $7.5 Trillion Trump Bombshell No One's Ready For (From Banyan Hill Publishing) Tempus AI (NASDAQ: TEM) appears to be a smart buy for tech traders as it is a leading p

This GTC feels structurally different from past ones because the narrative is no longer “more training compute”, but economics of inference. Markets will likely react to proof of monetisation, not just technological ambition. Why GTC could be a catalyst 1. Inference is the larger TAM Training is episodic; inference is continuous. If Nvidia demonstrates meaningful latency and cost-per-token improvements via SRAM + 3D stacking, it reinforces NVDA as the toll collector of everyday AI usage, not just model creation. 2. Architecture transition matters A Feynman-class inference chip signals Nvidia defending against specialised challengers (Groq, custom ASICs, hyperscaler silicon). Integration rather than displacement strengthens ecosystem lock-in. 3. Customer validation OpenAI purchase commitmen

Short answer: yes, the pullback likely creates tactical upside, but only if you separate execution risk (short term) from structural demand risk (long term). Right now, the market is repricing the former, not yet the latter. --- 1. Why the market reacted so sharply The selloff reflects a shift from perfect-execution expectations to normal semiconductor execution risk: a) Blackwell rollout delay Nvidia was priced for flawless transition from Hopper → Blackwell. Any delay compresses near-term revenue recognition and pushes hyperscaler deployments slightly outward. Markets discount timing aggressively even if demand remains intact. b) AI capex sustainability fears Investors are questioning whether hyperscalers move from “capacity land-grab” to ROI discipline in 2026. This is a sentiment risk,

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$  $Broadcom(AVGO)$  📊⚡ $NVDA Q4 FY26: Record Revenue, Accelerating EPS, and a $206B Intraday Repricing ⚠️📉 $NVDA delivered one of the strongest quarters ever recorded in large-cap technology, yet the stock experienced a 5% intraday repricing that removed approximately $206 billion in market value. For context, that exceeds the entire equity valuation of Walt Disney Company. The divergence warrants structural analysis rather than emotional reaction. 📊 Earnings Execution Remains Exceptional • Revenue: $68.1B, +73% YoY, above $66.2B consensus • Adjusted EPS: $1.62 vs $1.53, +82% YoY • Data Centre: $62.3B, +75% • N

The sell-off looks less like a thesis break and more like a valuation reset meeting execution uncertainty. Whether it creates upside depends on time horizon. 1. Why the market reacted sharply Blackwell timing risk: Delays matter because Nvidia’s valuation assumes uninterrupted upgrade cycles. Any slip compresses near-term revenue visibility. AI capex durability fears: Markets are shifting from “build at any cost” to ROI scrutiny. Hyperscalers are still spending, but investors now question growth acceleration, not growth itself. Custom silicon narrative: ASICs from hyperscalers (TPU-like designs) create headline risk, though they typically complement rather than replace Nvidia’s ecosystem. 2. Have risks been addressed? Partially Management commentary and channel checks suggest demand is not

Nvidia's $95B Supply Chain Bet: Inside a Record-Breaking Quarter Global AI chip titan $NVIDIA(NVDA)$   released its highly anticipated FY26Q4 earnings after the bell, delivering financial metrics that crushed expectations across the board. Management provided guidance that soared past market consensus, yet the stock dipped in after-hours trading as investors stuck to the "sell-the-news" pattern seen in recent quarters.  Let's unpack the true quality of this print. Three Things to Watch Networking Revenue Smashes the $10B Mark Early; NVLink Unlocks a New Growth Vector Nvidia's networking revenue hit $10.98 billion this quarter, up 263% year-over-year. This milestone breaches the $10 billion mark two qua

Post SCOTUS’s annulment of Trump's "reciprocal" tariffs on Fri, 20 Feb 2026 and Trump's subsequent move to impose a temporary 15% global tariff across the board, have thrown world trade into a new bout of confusion. US stock market was not spared either. On Mon 23 Feb 2026, 2nd trading day post SCOTUS’s verdict, US equities tumbled as investors grappled with fears and uncertainty over Trump’s new tariffs. By the time market called it a day: DJIA: -1.66% (-821.91 to 48,804.06). S&P 500: -1.04% (-71.76 to 6,837.75). Nasdaq: -1.13% (-258.79 to 22,627.27). There were 67 52-weeks new highs and 264 new lows. Monday’s trading volume on US exchanges was 18.39 billion shares, slightly below the 20-day average of 20.62 billion. The New York Stock Exchange (NYSE) saw a heavy skew toward negative

trading Nvdl since July 2025 enabled me to achieve 60% Roi /yr. hoping to continue the huat ride in 2026!

I believer Nvida still the AI leader and will continue to grow

$NVIDIA(NVDA)$’s Q4 2026 earnings (reported Feb 25, 2026) served as a critical "clearing event" for the market. By comfortably beating expectations and raising guidance, Nvidia didn’t just prove its own dominance — it essentially underwrote the massive CAPEX plans of the world's largest tech companies. Here is an analysis of the post-earnings landscape and what it means for the broader semiconductor and tech sectors. Nvidia Q4 Analysis: The "Token Revolution" Nvidia's results were an emphatic answer to the "AI fatigue" narrative. The Numbers: Revenue of $68.1 billion (up 73% YoY) and an outlook for $78.0 billion next quarter blew past analyst estimates. The Catalyst: CEO Jensen Huang shifted the narrative from "selling chips" to "powering a new in

N gives money to O. N announced new chip. O buy N new chip with money from N. N declare new sales growth, higher profit.. Repeat quarterly for higher valuation. [Happy]  

Patience to continue wait as geopolitical tensions are driving significant global economic uncertainty.

U.S. equities mostly slipped into the red on Thursday (26 Feb), with $NVIDIA(NVDA)$’s sharp post‑earnings reversal weighing heavily on sentiment. Despite delivering yet another impressive earnings and revenue beat—along with upbeat forward guidance—the tech gNvidia 3x Short DLC jumped about 16%, while the Nvidia 3x Long DLC declined by a similar amount. Nvidia's selloff spilled over to other tech names, dragging the $NASDAQ 100(NDX)$ down 1.2% Tracking the underlying moves, the Nasdaq 7x Short DLC surged nearly 8%, while the Nasdaq 7x long DLC fell a similar magnitude. After the closing bell, $Netflix(NFLX)$ surged almost 10% in post-market trading after announcin