NVDA 全部观点

Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.

You heard it from Nvidia directly. It's like dude we'd be at a we'd be at a double if it weren't for the constraints. So their constraint so like literally if we're at 100%. And we're like we're going to slow down to the tune of 30%. we would literally be at where constraints are for Nvidia.

This past week, we had a lot of great insight and updates from the biggest AI company itself, Nvidia. And I believe they continue continue to change the AI ecosystem.

Jensen also shared some information earlier this week. Retweeted that the H100 is a three-year-old training chip. Its rental price is up 22% on the month to $328 an hour.

They've got they're purposely going exclusive with Nvidia so they could get more chip allocation especially for orbital compute blah blah blah.

And that just reiterates to me, man, Nvidia feels cheap. And I've been complaining about Nvidia feeling chip uh cheap under the 227 line for what I feel like is months now.

Coreweave delivered fantastic news for Nvidia stock investors, suggesting that demand versus supply still remains in the favor of the sellers.

Boy, that's great news to hear if you're an Nvidia shareholder or if you're a Coreweave stock investor.

So Nvidia serves as the backbone, the primary supplier and main financial guarantor for Coree's ever expansive Neocloud operation. These data centers that coreweave operates are using components provided by Nvidia and then even beyond supplying 100% of the advanced GPUs powering Coreweave's data centers. So it's exclusive relationship with Coreeave.

Nvidia to keep on the growth will invest 99 billion into other businesses so that the businesses have the backing of Nvidia can borrow more money because it's backed by Nvidia and buy more of Nvidia chips.

Without this, Nvidia would not grow as fast and perhaps the whole house of AI cards would revert.

So, you have the quote circular financing of Nvidia and Broadcom where they're more or less pulling money off of their balance sheet or using their balance sheet to go borrow more money, but they're not selling equity stakes in those companies. That's one form of circular financing.

Goldman Sachs and others are going to join to buy Nvidia uh chips

Nvidia uh 80 bips.

Oh, Nvidia.

certainly we have a strong relationship with Nvidia in fact we came out and talked about the fact that we're you know Nvidia exclusive And u uh you know we that strong relationship we hope certainly will translate into you know good allocation from a compute perspective because that's the piece that we don't um control but having a great partner like that is I think hugely important.

And then here's Nvidia. Here's the first, oh my goodness, the juicy one. I mean, there's a lot of juicy trades, but here's the first one. So I said that I bought 165 leap call on Nvidia for September 2026.

We know that Nvidia right now is like around $220 per share or so. And I said I see it going to $200 in 2026. And that's where I'll start, you know, thinking about taking profit.

I've already more than doubled my money on Nvidia stock. I bought my shares in 2025 around April after Liberation Day tariff announcements sent the share price crashing to around $93.

So my cost basis is in the low 90s. Today it's over $220 $225 a share. More than double my money.

Top 10 include Nvidia,

yes, I own like tens of thousands of dollars of Nvidia. It's not six figures yet like Amazon, but like I've got a ton of Nvidia stock.

And just to give you one one or two quick examples of what I'm talking about when we look at you know let's call it uh Nvidia for example up on fastgraphs.com which is a great way to see historically speaking uh is a company overvalued or undervalued you can see Nvidia stock is going parabolic like it's had for the last you know call it three or four years here but their profits are also going parabolic alongside of it right fundamentally speaking profits are going up but stock price is going up they're both moving in tandem there.

It's not me and Kasey today, it's me and the dog talking about Nvidia.

What does that have to do with NVIDIA and its proposed acquisition of Hugging Face? As you probably have heard by now, NVIDIA said it plans on acquiring the company Hugging Face for 12.9 billion and some change.

If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.

Next is Nvidia stock . Unlike Palantir, this is not a debate about whether the business activity is real or not . Everyone knows that this business is real. The question is, what are you paying for it?

The GPT-6 Astra was trained on approximately 100,000 Nvidia Grace Blackwell GPUs.

Jensen Huang recently stated that Nvidia's computing is replaceable , robust, and highly profitable. It is a productive and income-generating asset.

For me, Nvidia is still a big player, I'm focusing on Nvidia and some other names like Marvel and MicroEdoo,

We have big news for Nvidia stock investors, as the company confirms a $13 billion acquisition of the open- weighted AI platform "HuggingFace". So let's take a look at the details of this acquisition, the history of Nvidia's capital allocation strategy, and what it could mean for its stock investors.