MELIUS: “.. We have at least 5 trillion-dollar plus companies .. that have to issue hundreds of billions in securities .. The amount of paper is so large it has become the primary risk to the AI trade
.. We are cutting some targets (NVDA, [to $315, prior $420] .. AMD, AVGO, MRVL, DELL, QCOM, CRWV)”
.. We are cutting some targets (NVDA, [to $315, prior $420] .. AMD, AVGO, MRVL, DELL, QCOM, CRWV)”
November 2, 2026 at 11:53 AM
MELIUS: “.. We have at least 5 trillion-dollar plus companies .. that have to issue hundreds of billions in securities .. The amount of paper is so large it has become the primary risk to the AI trade
.. We are cutting some targets (NVDA, [to $315, prior $420] .. AMD, AVGO, MRVL, DELL, QCOM, CRWV)”
.. We are cutting some targets (NVDA, [to $315, prior $420] .. AMD, AVGO, MRVL, DELL, QCOM, CRWV)”
"Super intelligence," proxy NVDA. #WatchingPaintDry
October 30, 2026 at 11:26 AM
"Super intelligence," proxy NVDA. #WatchingPaintDry
Six-byline alert: 🚨
“.. The discovery that Beijing was getting reports from someone with direct access to Mr. Huang .. set off alarms at the White House.
.. Trump was briefed .. and chose not to do anything with the information.”
@nytimes.com #$NVDA
www.nytimes.com/2026/10/29/u...
“.. The discovery that Beijing was getting reports from someone with direct access to Mr. Huang .. set off alarms at the White House.
.. Trump was briefed .. and chose not to do anything with the information.”
@nytimes.com #$NVDA
www.nytimes.com/2026/10/29/u...
October 29, 2026 at 12:19 PM
Six-byline alert: 🚨
“.. The discovery that Beijing was getting reports from someone with direct access to Mr. Huang .. set off alarms at the White House.
.. Trump was briefed .. and chose not to do anything with the information.”
@nytimes.com #$NVDA
www.nytimes.com/2026/10/29/u...
“.. The discovery that Beijing was getting reports from someone with direct access to Mr. Huang .. set off alarms at the White House.
.. Trump was briefed .. and chose not to do anything with the information.”
@nytimes.com #$NVDA
www.nytimes.com/2026/10/29/u...
So far this month:
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
October 29, 2026 at 8:07 PM
So far this month:
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
I sold my NVDA to buy a new animation software. This was the first thing I made. Take THAT AI.
Would you like a paizuri from miss Kettle Belle?
VA : @Misuzugon
@IronMojave
HentAudio @OpenNSFWSP
Would you like a paizuri from miss Kettle Belle?
VA : @Misuzugon
@IronMojave
HentAudio @OpenNSFWSP
October 30, 2026 at 10:19 PM
I sold my NVDA to buy a new animation software. This was the first thing I made. Take THAT AI.
Would you like a paizuri from miss Kettle Belle?
VA : @Misuzugon
@IronMojave
HentAudio @OpenNSFWSP
Would you like a paizuri from miss Kettle Belle?
VA : @Misuzugon
@IronMojave
HentAudio @OpenNSFWSP
good morning bluesky
October 30, 2026 at 2:25 PM
good morning bluesky
тільки оце днями дивився про бульбашку ШІ за участі NVDA і ось тобі
October 30, 2026 at 8:11 PM
тільки оце днями дивився про бульбашку ШІ за участі NVDA і ось тобі
Nvidia (NVDA) held up better than most, but it's still down about 16% since Oct. 6.
November 3, 2026 at 12:59 AM
Nvidia (NVDA) held up better than most, but it's still down about 16% since Oct. 6.
$AAPL supplants $NVDA as the world's most valuable company
$LLY eyes on $TSLA $AVGO $META
$LLY eyes on $TSLA $AVGO $META
October 30, 2026 at 1:44 PM
$AAPL supplants $NVDA as the world's most valuable company
$LLY eyes on $TSLA $AVGO $META
$LLY eyes on $TSLA $AVGO $META
$NVDA unchanged YoY
$MSFT $GOOGL -1%
$AAPL +27%
$AMZN +7%
$TSLA -9%
$META -8%
$MSFT $GOOGL -1%
$AAPL +27%
$AMZN +7%
$TSLA -9%
$META -8%
October 30, 2026 at 7:26 PM
$NVDA unchanged YoY
$MSFT $GOOGL -1%
$AAPL +27%
$AMZN +7%
$TSLA -9%
$META -8%
$MSFT $GOOGL -1%
$AAPL +27%
$AMZN +7%
$TSLA -9%
$META -8%
My Thoughts on Palantir and Apple Earnings | #$AAPL #$PLTR #$QQQ #$SMH #$NVDA #$AMZN #$CAT #$INTC #$LMT #$RTX #$ITA #$SOXL #$TQQQ
rigatonicapital.substack.com/p/my-thought...
rigatonicapital.substack.com/p/my-thought...
My Thoughts on Palantir and Apple Earnings
$AAPL $PLTR $QQQ $SMH $NVDA
rigatonicapital.substack.com
November 3, 2026 at 2:34 PM
Seven updates in two days on one thesis: AI data-center funding strain. Meta is marketing $20B+ of bonds to fund buildout — the marginal AI dollar is borrowed, not earned. $NVDA, $ORCL sit downstream of that credit. If hyperscaler paper prices wide, watch becomes warning.
NVDA — NVIDIA · Asset File — Finnence
NVIDIA (NVDA): last close $208.44 (+3.2%). Published BUY thesis on record: -8.3% since publication vs SPY -2.3%.
finnence.tailbf979f.ts.net
November 3, 2026 at 5:26 PM
Seven updates in two days on one thesis: AI data-center funding strain. Meta is marketing $20B+ of bonds to fund buildout — the marginal AI dollar is borrowed, not earned. $NVDA, $ORCL sit downstream of that credit. If hyperscaler paper prices wide, watch becomes warning.
NVDA liest Emoticons standardmäßig vor, indem es die im Unicode-Standard hinterlegte Textbeschreibung des Emojis anspricht.
November 2, 2026 at 5:59 PM
NVDA liest Emoticons standardmäßig vor, indem es die im Unicode-Standard hinterlegte Textbeschreibung des Emojis anspricht.
Are you aware that $NVDA is now down over the past 12 months?
November 1, 2026 at 1:52 PM
Are you aware that $NVDA is now down over the past 12 months?
NVDA just stealing the other Mag 7’s lunch money
October 31, 2026 at 5:11 PM
NVDA just stealing the other Mag 7’s lunch money
What’s NVDA just backstopping the whole economy? Can they backstop some homebuilders?
October 30, 2026 at 2:49 AM
What’s NVDA just backstopping the whole economy? Can they backstop some homebuilders?