Evan
RT @StockMKTNewz: NVIDIA'S $NVDA JUST SAID:

"We see between $3-$4 TRILLION in AI infrastructure spend the by the end of the decade."
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Evan
RT @StockMKTNewz: 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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Simplifying Stocks, CPA
Is $NVDA a buy after earnings?

Yes - though handle with caution.

On consensus numbers, you’re effectively paying ~30x earnings for a 10% CAGR

That’s a premium price tag for a mere 10%

But here’s the catch: where $NVDA goes, the market tends to follow.

You’re not just buying growth - you’re buying the market’s pace-setter, the name that dictates momentum.

$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
- Simplifying Stocks, CPA
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Kris Kashtanova
Giant infinite canvas with lots of models from DeepMind, Runway, Luma, Pika, etc. + all connected to Adobe Photoshop, Express and other tools and has Generative Fill right there

@chetbff @CaptainHaHaa @JeepersMedia @ProperPrompter @icreatelife https://t.co/oXacz8t6vF

It's like a giant canvas with a whole bunch of models available.

When you go into generate either an image or video you can select from a whole list of models.

Gemini 2.5 Flash is the model for this. https://t.co/F3qXWGaXCd
- Glenn Williams
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naiive
crypto guys managing their risks https://t.co/pQ9jfTfnHx
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Julian Goldie SEO
FREE DeepSeek V3.1 Course - Build & Automate ANYTHING https://t.co/Oz56CKiw4R
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Julian Goldie SEO
Google’s New FREE 2.5 Flash Images! 🤯

Want the full guide? DM me. https://t.co/U4SfKwVXLH
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Julian Goldie SEO
This NEW Perplexity AI SEO Tool is INSANE (FREE!) 🤯

P.S. Want the full guide? DM me. https://t.co/OL1UiNHh5J
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Kris Kashtanova
Today sitting on the floor, leaning to the wall to get Wifi signal and editing my next AI tutorial for you I realized. how lucky I am to find this passion and this community. It's been more than 3 years now and my passion only grew. So did this AI community.

I love you all
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