⁠Wall St Engine
RT @Stocktwits: 🚨 LIVE - Nvidia Q1 '25 Earnings Call $NVDA https://t.co/6WsfbPo1BK
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⁠Investing visuals
For those interested: LIVE $NVDA earnings call👇

🚨 LIVE - Nvidia Q1 '25 Earnings Call $NVDA https://t.co/6WsfbPo1BK - Stocktwits
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⁠Wall St Engine
$NVDA CFO SAYS MICROSOFT HAS ALREADY DEPLOYED TENS OF THOUSANDS OF BLACKWELL GPUS AND IS EXPECTED TO RAMP TO HUNDREDS OF THOUSANDS OF GB200S WITH OPENAI AS ONE OF ITS KEY CUSTOMERS
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⁠Wall St Engine
SYNOPSYS $SNPS CEO, ON MEDIA REPORTS ON TRUMP ORDER, SAYS "WE ARE AWARE OF THE REPORTING AND SPECULATIONS, BUT WE HAVE NOT RECEIVED A LETTER"
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⁠Wall St Engine
$NVDA CFO:

"Major hyperscalers are deploying ~72,000 Blackwell GPUs per week — that's a 4M GPU annual run rate and ramping." Sampling of GB300 systems already started this month. Production shipments expected later this quarter.
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⁠Wall St Engine
$NVDA CEO JENSEN HUANG ON CHINA & EXPORT CONTROL:

“The H20 export ban ended our Hopper business in China. We can’t reduce Hopper further to comply—we’re writing off billions in unsellable inventory.”

“China will move forward with or without us. The question is whether they run AI on U.S. platforms—or their own.”

“Blocking U.S. chips strengthens China’s chipmakers abroad and weakens America’s position.”

“The AI race isn’t just about chips—it’s about which stack the world runs on. And that includes 6G and quantum.”

“The idea that China can’t make AI chips was always shaky—and now, it’s clearly wrong.”
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⁠Wall St Engine
$NVDA CEO: Our goal is from chip to supercomputer built in America within a year.
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⁠Wall St Engine
TRUMP ADMINISTRATION CANCELS $3 BILLION LOAN TO $NOVA SUNNOVA ENERGY
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⁠Wall St Engine
ELON MUSK COMMENTS ON TELEGRAM DEAL, SAYS "NO DEAL" HAS BEEN SIGNED https://t.co/BIbAss3L1X
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⁠Wall St Engine
$ELF Beauty is buying Hailey Bieber’s Rhode brand for $1 billion—$800M in cash and stock, plus $200M based on future performance. Rhode pulled in $212M revenue in year three and heads to Sephora later this year. Bieber will stay on as chief creative officer https://t.co/cyG4FEVXMP
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⁠Capital Employed
Best Stock Pitches newsletter dropping tomorrow. Many great ideas in this issue.

Subscribe here to get it in your inbox 👇

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⁠Wall St Engine
The U.S. Court of International Trade just ruled Trump’s global “Liberation Day” tariffs invalid, saying the president doesn’t have the authority to impose sweeping tariffs under IEEPA. The Trump admin has already filed an appeal. https://t.co/fGOLCM5NoS
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⁠Wall St Engine
HONGKONG FNINSEC PAUL CHAN: US FEDERAL COURT RULING AGAINST TRUMP TARIFFS WILL AT LEAST "BRING PRESIDENT TRUMP TO REASON"
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⁠Wall St Engine
ELON MUSK: FIRST DELIVERY OF $TSLA SELF-DRIVING MODEL Y CARS IN JUNE https://t.co/0m1Zgrrf2S
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