Nvidia x Eli Lilly: The $1B Signal That "Phase 2" of the AI Boom Is Here The bearish argument against Nvidia has been simple: “Eventually, Big Tech runs out of data to train on.” The bulls just got their answer—and it didn’t come from Silicon Valley. It came from a lab. Nvidia (NVDA) and Eli Lilly (LLY) just confirmed a massive $1B, 5-year partnership to build a joint research lab. This isn’t just another press release; it’s the firing gun for Industrial AI. We are moving from "AI that writes code" to "AI that decodes biology." If you are only watching hyperscalers (Google/Meta/Microsoft), you are missing the next massive leg of the bull run. Here is the deep dive on why this deal changes the valuation math for both giants. 1️⃣ The "Vera Rubin" Flex: Why This Architecture Matters The headl

🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even

NVIDIA and Eli Lilly Partnership Analysis Broader Real-World AI Adoption for NVIDIA Beyond Hyperscalers The partnership between NVIDIA and Eli Lilly, involving a $1 billion, five-year investment in an AI co-innovation lab, signals NVIDIA's expansion into real-world AI applications beyond its traditional hyperscaler customer base. This collaboration aims to reinvent drug discovery by leveraging NVIDIA's BioNeMo platform and Vera Rubin architecture. The Vera Rubin platform is built for compute-intensive applications, including drug discovery and genomics. NVIDIA's CEO, Jensen Huang, stated that "AI is transforming every industry, and its most profound impact will be in life sciences," highlighting a strategic push into diverse sectors. NVIDIA is already engaging with healthcare partners such

I will be taking the time to read the articles on reputable sites for a better insight of what this entails. However, my rough input would be: if this is a circular economy kind of situation where Eli Lilly signs a contract just to look like it had some AI related investment and hoping to hitch themselves to the Nvidia rocket, for investors to rush in and boost prices of both companies, then it will be a step in the wrong direction. If they buy the Rubin chips to increase computing power and to boost their research ability then this will indeed be groundbreaking, allowing the "AI" to be correctly applied (not producing university essays or gibberish news articles), then Nvidia will have truly found another way to diversify. Much like the announcement of having Nvidia chips for self driving

🚀 Citi’s $5 Trillion Bombshell: Is NVDA’s "Rubin" the Key to the Next Supercycle? $5 Trillion. Let that number sink in. Just when the bears were whispering about "AI fatigue" and "capex cliffs," Citi dropped a massive report suggesting that Nvidia’s upcoming Vera Rubin architecture—the successor to the already-hyped Blackwell—could unlock a $5 trillion artificial intelligence opportunity. If you thought the move from H100 to Blackwell was big, the market is now starting to price in what happens after 2025. Nvidia isn't just selling chips anymore; they are building the industrial foundation of the next decade. But with the stock hovering near $185, is this priced in, or are we staring at the next leg up to $200+? Let’s break down the catalyst, the tech, and the trade. 1️⃣ The "Rubin" Thesis

Jensen Huang Just Wiped Out Billions in Thermal Stocks — But Was It a Buy Signal? NVIDIA just dropped a nuclear bomb on the cooling industry with a single sentence. Speaking on the future Vera Rubin platform, Jensen Huang said: > "Our future platform is cooled by 45°C warm water. At this temperature, data centers no longer need traditional chillers." >  The Market’s Knee-Jerk Reaction: Panic selling. Stocks like Vertiv ($VRT) and other thermal management giants took a nosedive. The logic was simple: "NVIDIA doesn't need cooling anymore = Sell." The Reality: The market is dead wrong. The demand for thermal management isn't disappearing—it's getting more expensive, more complex, and more exclusive. If you understand the physics, yesterday’s crash might be the biggest alpha opportu

Day Trading NVIDIA on 7th & 8th January: How I Turned Time, Patience, and Cash Into Profits 💡📈 The mindset before the trade 🧠🔥 Day trading NVIDIA on the 7th and 8th of January was not about excitement or gambling. It was about process, probability, and respect for capital. NVDA is one of those stocks where emotions run high — everyone wants it, everyone fears missing out, and everyone hopes to buy it cheaper. I decided long ago that I would not chase prices. Instead, I would let the market pay me for my patience. That is where cash-secured puts come in. 💰🛡️ Why NVIDIA fits my strategy perfectly 🖥️⚡ NVIDIA is volatile, liquid, and fundamentally strong. That combination is rare. Volatility creates premium, liquidity allows smooth entry and exit, and fundamentals give peace of mind. When

Buckle up, tech enthusiasts—Nvidia just dropped a bombshell at CES that's set to redefine the AI landscape! 🌟 The Vera Rubin platform isn't just an upgrade; it's a game-changer, packing 3.5x the training muscle and a whopping 5x inference power over Blackwell. Imagine AI systems churning through complex tasks faster, cheaper, and smarter—cutting down on GPU needs by up to 4x while slashing inference costs by 10x. 😎 This efficiency monster is shipping in the second half of this year, poised to supercharge everything from data centers to edge computing. But wait, there's more firepower! Nvidia unveiled Alpamayo, an open-source wizard for autonomous vehicles that lets cars "think" and decide like pros in tricky scenarios. Partnering with giants like Mercedes, it's accelerating self-driving te

1. Alpamayo: Open-Source Thinking for Autonomous Vehicles Nvidia introduced Alpamayo, a family of open-source AI models and tools that bring reasoning-based decision-making to autonomous vehicles. These models allow vehicles to process complex scenarios and explain their decisions, moving beyond traditional perception-only systems. Nvidia has released Alpamayo’s core components openly on platforms such as Hugging Face to encourage industry uptake and collaborative development.  Key strengths in this initiative include: Lowering the development barriers for OEMs and autonomous software developers by providing foundational technologies for reasoning and safety.  Accelerating the path to Level 4 autonomous driving through open datasets, simulation tools, and core AI models.  So

$NVIDIA(NVDA)$'s message at CES 2026 demonstrated clearly their direction in providing the entire "pipeline" for AI, from foundational chips to software and applications, this would drive the move towards intelligent, autonomous AI agents across all industries. Nvidia’s messaging at CES 2026 underscored a clear strategic shift in the AI race, one that reflects the company’s intent to own the full stack of AI computing rather than just a segment of it. The announcements and ecosystem signals from the show substantiate this interpretation and also help explain broader industry dynamics going forward. Nvidia’s CES 2026 Messaging: Full-Stack AI At its CES keynote, Nvidia CEO Jensen Huang laid out a vision that goes beyond individual chips or isolated

🌟🌟🌟NVIDIA $NVIDIA(NVDA)$ highlights from CES 2026 centered  on pushing the boundaries of AI infrastructure and extending into Physical AI.  The star of the show is Rubin, expected to be launched in 2H 26.  Rubin is 10x lower cost yet delivers 5x inference performance and 3.5x training compared to Blackwell. In Physical AI,   NVIDIA launched its end to end Autonomous Driving AI - AlphaMayo, a system that can think and reason. I am super excited at Nvidia's latest innovation and believe that NVIDIA has lots of exponential growth ahead.🥰🥰🥰🌈🌈🌈💰💰💰

🌟🌟🌟2026 is the Year of the Mega IPOs and Wall Street is pointing to 3 titans: SpaceX, OpenAI and Anthropic as the most likely mega IPOs of 2026.  They are collectively valued at a potential staggering USD 3 trillion! The big question is no longer if they will list but WHEN.  I am super excited as I am getting ready my war chest for these Mega IPOs.🥰🥰🥰🌈🌈🌈💰💰💰 @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

Find out more here:2026 Tiger Brokers Trade To Win Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!

Find out more here:2026 Tiger Brokers Trade To Win Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!

NVIDIA’s Rubin platform presents a potential $5 trillion opportunity in the AI sector, with analyst projections estimating revenues could reach up to $350 billion in 2026. This development may assure continued growth—worth evaluating for investors. #NVIDIA #AI #CES2026

Nvidia, AMD and Tesla are all strongly into AI now. And the U.S. Department of Energy’s funding direction is in nuclear stocks. 2026 is the year to start long term investments of AI, robots and nuclear stocks to achieve a diversified portfolio. Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal

Think NVDIA is on full steam ahead. I feel analysis wanted more to a point not realistic. If the train continue this journey and steam do tie to pick up it will be hard to stop it

For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade. In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales. On Tesla

I do have invested in Nvidia & AMD, let’s see how market responds in coming time.