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Nvidia FY2026Q4 Earnings Conference Call
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Tesla stock fell 2.9% on Monday as investors weighed what a struggling electric-vehicle business means for the stock.
There are 2.73 million Tesla option contracts traded on Monday, down 3% from the previous trading day. Call options account for 57% of overall option trades. Particularly high volume was seen for the $400 strike call option expiring February 23, with 123,843 contracts trading. TSLA 20260223 400.0 CALL
Johnson & Johnson will all trade ex-dividend for its respective upcoming dividends on February 24. The company will pay its quarterly dividend of $1.30 on March 10.
There are 462.23K J&J option contracts traded on Monday, up 697% from the previous trading day. Call options account for 98% of overall option trades. Particularly high volume was seen for the $210 strike call option expiring March 20, with 80,361 contracts trading. JNJ 20260320 210.0 CALL
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Leave a message for $NVIDIA(NVDA)$ , what do you want to say to it?
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If I could leave a message for NVIDIA (NVDA) today, February 25, 2026, it would be: "The eyes of the entire market are on you tonight."
With your Q4 fiscal year 2026 earnings report scheduled for release after today's market close, you remain the "linchpin" of the global tech sector.
While other mega-cap giants have seen lackluster performance recently, you have outperformed the market so far in 2026, holding steady as the world's most valuable company with a market cap of approximately $4.7 trillion.
突出的是对推理的关注，Meta帮助设计了AMD的MI450 GPU，用于聊天机器人等现实世界的人工智能工作负载。由于推理需求预计将超过培训，这使AMD处于关键的长期增长领域。
除了标题数字之外，定制CPU和多代供应承诺的纳入表明这是一种深厚的基础设施合作伙伴关系，而不是一次性订单。随着超大规模企业供应商日益多元化，AMD在大型人工智能数据中心中的作用在结构上看起来更强——这就是为什么它仍然是我今天关注的股票。
@TigerStars @Tiger_comments @TigerClub
While the market is reacting to a Meta and AMD deal, the fundamental demand for Blackwell & the early ramp up of the Rubin platform create a "spring loaded" technical set up.
As we watch Jensen Huang tonight, remember that the Big Money isn't just the numbers he reports for Q4, but in the forward looking road map he paints for the rest of 2026. His words are the "Silicon Gospel" that will either ignite a breakout or trigger a sell the news retreat.
@Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger
Planning to halve my holdings on GTC -1.
The other issue is the circular economy problem where nvda puts money into companies that are buying from them (oracle, openai...), which seems highly dodgy. Then there's always the issue of cap-ex.
Training built your dominance, but inference will define your legacy. The next victory is not selling more GPUs, but making AI compute indispensable and economically efficient. If customers earn real returns, your growth becomes structural rather than cyclical.
Protect your true moat, the ecosystem. Hardware attracts attention, but software creates dependence. As long as developers build around you, competitors remain alternatives, not replacements.
The market prices perfection now. Keep proving that AI is not a hype cycle, but the next layer of global infrastructure.”
Your commitment to pushing the boundaries of what is possible with technology is truly commendable. From the GeForce series that has revolutionized gaming, to the Tesla and Quadro lines that are powering the AI and data center revolutions, your products have become synonymous with excellence and performance.