NVDA Ticker Curator

NVIDIA expands its ecosystem with open-weight MiniMax M2.7, a 230B MoE agent model (10B active params, 200K context) for production coding agents.

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• Revenue reacceleration: NVDA posted 73% YoY growth last quarter, with 85% expected next amid robust AI demand.
• AI capex boom: Hyperscalers plan...

Nvidia's latest quarter revenue hit $68B, up 73% YoY, fueling AI dominance with CUDA edge and analyst PTs averaging $265 (up to $352).

• Bullish...

• Geopolitical alert: Japan’s $4B subsidies aim to cut NVIDIA chip imports, sparking short-term sales caution.
• Bearish buzz: Viral 80% crash...

Nasdaq poised for recovery post-downturn, driven by AI strength despite external drags like Middle East war.

• TSMC (NVDA's key foundry) reports Q1...

Massive Growth: Q4 revenue reached $68.1B (+73% YoY), annual past $215B, with Q1 guide at +77%.

• GPU Leadership: Advanced GPUs and CUDA ecosystem...

Is Lumentum's 36.9% overvaluation justified by its Nvidia partnership and AI optics surge?

• Popular view: Fair value at $655.55 vs $897.30 close,...

Bearish Investor Moves

• 🔥 Michael Burry Adds to NVDA Puts: Michael Burry added to his bearish Nvidia position by buying January 2027 $115 strike...

• Technical hurdle: NVDA stuck in $165-$195 range at $188.63 close, 11% below peak; breakout needed for rally.
• Growth firepower: FY2026 revenue up...

A new 2026 report investigates the trillion-dollar robot boom, highlighting Nvidia AI expansion, autonomous trucking breakthroughs, and rapid robotics infrastructure growth.

AI capex boom drives record results across chip leaders, signaling a broadening ecosystem.

• NVDA: Q4 rev $68.1B (+73% YoY), data center $62.3B; Q1...

• Popular narrative: Firefly 1.5% overvalued at $37 fair value vs. $37.54 close, driven by revenue growth and margins.
• DCF counter: Suggests $52.88...

Confirmed Partnership Boosts NVDA Data Centers:

• Nvidia investing $5B in Intel stock (~4-5% stake).
• Intel to design/manufacture custom x86 CPUs for...

90% AI GPU market share cements Nvidia's lead, powering the booming AI infrastructure boom.

• Acquisitions boost edge: Groq, SchedMD enable LPUs for...

Bull case thrives on AI infrastructure boom: Q4 FY2026 revenue hit $68.13B (+73%), Data Center $62.31B (+75%), Networking +263%; $1T+ Blackwell...

NVDA's 71.1% FY2026 gross margin understates value from CUDA moat, rack-scale systems, and token production economics.

• Frontier inference (GPT-4...

Contrasting NVDA views ahead of May 20 Q1 report:

• Bull call: Buy on dip with $78B Q1 guidance (+77% YoY), China H200 rebound, $1T Blackwell/Rubin...

NVDA's strategic investment shines: Backed SiFive achieves $3.65 billion valuation for open AI chips, signaling long-term commitment to open AI ecosystems. Founded in 2015 by UC Berkeley engineers.

• Bull case: Revenue hit 73% YoY growth in Q4 FY26, accelerating from 62%; Rubin platform more powerful/cheaper than Blackwell, reinforcing moat.
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NVIDIA joins $400M oversubscribed round for SiFive, valuing the RISC-V pioneer at $3.65B—up from $2.33B pre-money in 2022.

• Led by Atreides, with...