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RT @nebiusai: NVIDIA Blackwell architecture redefines generative AI and accelerated computing with unmatched performance, efficiency and sc…

@The_AI_Investor

Estimating $NVDA Q4 FY2025 revenue from the capex of its four largest customers using linear regression results in an estimated revenue of $49.265 billion which is significantly higher than Wall Street's expectations of $38.13 billion.

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RT @StockSavvyShay: Why am I confident that $NVDA will be the first $10T company? Just look at FY25 CapEx: • $AMZN +$105B • $MSFT +$80B •…

Six months ago, $NVDA fell to $98.69 at the height of a brief stock market panic on August 7th. By August 19th, NVIDIA had soared 32% and reached $130 in less than 2 weeks. If that were to happen again now, NVIDIA would be over $170 by February 19th. Since NVIDIA will report its Q4 earnings on February 26th and will finally reveal how huge the demand and sales for Blackwell are, I think NVDA could very well top $150 again before then… 🚀

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This aged like a Châteauneuf-du-Pape... 🍷🚀 $DERM