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Simplifying Stocks, CPA
$NVDA reported data center sales of $41.09B
Consensus estimates for data centre was $41.2B
😬
Compute sales actually fell sequentially, but networking kept the data segment in sequential growth this quarter.
Ultimately, the Street is focused on the guidance
But... Small cracks are starting to appear in the Ai trade
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$NVDA reported data center sales of $41.09B
Consensus estimates for data centre was $41.2B
😬
Compute sales actually fell sequentially, but networking kept the data segment in sequential growth this quarter.
Ultimately, the Street is focused on the guidance
But... Small cracks are starting to appear in the Ai trade
$NVDA just reported earnings
- Revenue of $46.7B which grew 56%
- EPS of $1.08 which grew 61%
☑️ Both beating analyst estimates
Q3 Revenue is expected to be $54.0B vs the estimates of $46.7B 🤯
Nvidia also approved an additional $60B in share buybacks
$NVDA -2.4% https://t.co/L4QRFEY5rr tweet
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Evan
NVIDIA'S $NVDA JUST SAID:
"if geopolitical issues subside, could ship between $2 to $5B in H20 revenue to China 🇨🇳 in Q2. And if we had more orders, we can bill more." https://t.co/uGFaDILshq
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NVIDIA'S $NVDA JUST SAID:
"if geopolitical issues subside, could ship between $2 to $5B in H20 revenue to China 🇨🇳 in Q2. And if we had more orders, we can bill more." https://t.co/uGFaDILshq
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Evan
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"As a result of agentic AI and vision language models, we are now seeing a breakthrough in physical AI in robotics and autonomous systems" https://t.co/AsPFoR7J1B
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NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"As a result of agentic AI and vision language models, we are now seeing a breakthrough in physical AI in robotics and autonomous systems" https://t.co/AsPFoR7J1B
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Evan
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"Over the next five years, we're gonna scale into with Blackwell, with Ruben, and follow ons to scale into a effectively a $3 to $4 TRILLION AI infrastructure opportunity" https://t.co/m5aHx4iYw4
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NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"Over the next five years, we're gonna scale into with Blackwell, with Ruben, and follow ons to scale into a effectively a $3 to $4 TRILLION AI infrastructure opportunity" https://t.co/m5aHx4iYw4
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Evan
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We're in every cloud for a good reason. Not only do are we the most energy efficient, our performance per watt is the best of any computing platform. And in a world of power limited data centers, perf per watt drives directly to revenues."
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NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We're in every cloud for a good reason. Not only do are we the most energy efficient, our performance per watt is the best of any computing platform. And in a world of power limited data centers, perf per watt drives directly to revenues."
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Kris Kashtanova
Tutorial: How to visually annotate to get maximum control of your AI generations
Adobe Firefly + Nano Banna + Veo 3
I recorded more detailed step-by-step tutorial because a lot of you asked how to actually do it. I include all prompts in comments. https://t.co/Is11KnOdHG
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Tutorial: How to visually annotate to get maximum control of your AI generations
Adobe Firefly + Nano Banna + Veo 3
I recorded more detailed step-by-step tutorial because a lot of you asked how to actually do it. I include all prompts in comments. https://t.co/Is11KnOdHG
tweet
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Video
Iqra Saifi
Veo-3 fast on Gemin ⛵️
A hyper-realistic cinematic video captures a small wooden boat tossed violently on a turbulent sea. The camera tracks the boat as it crests a massive wave, revealing a lone figure gripping the oars with a desperate resolve. The audio is a gripping mix of booming waves, fierce wind, and the creaking of the wooden boat, accompanied by intense, melancholic orchestral strings. A close-up shot focuses on the figure's back and drenched clothing, emphasizing the struggle. The video then cuts to a shot of a distant lighthouse, its powerful beam cutting through the gloom, a stark symbol of hope. The final shot is a slow pull-out, revealing the boat as a mere speck amidst the overwhelming, angry ocean, with the lighthouse beacon a tiny, distant pinprick of fragile hope. The video concludes with the overwhelming roar of the storm, leaving a profound sense of isolation and the terrifying power of nature.
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Veo-3 fast on Gemin ⛵️
A hyper-realistic cinematic video captures a small wooden boat tossed violently on a turbulent sea. The camera tracks the boat as it crests a massive wave, revealing a lone figure gripping the oars with a desperate resolve. The audio is a gripping mix of booming waves, fierce wind, and the creaking of the wooden boat, accompanied by intense, melancholic orchestral strings. A close-up shot focuses on the figure's back and drenched clothing, emphasizing the struggle. The video then cuts to a shot of a distant lighthouse, its powerful beam cutting through the gloom, a stark symbol of hope. The final shot is a slow pull-out, revealing the boat as a mere speck amidst the overwhelming, angry ocean, with the lighthouse beacon a tiny, distant pinprick of fragile hope. The video concludes with the overwhelming roar of the storm, leaving a profound sense of isolation and the terrifying power of nature.
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