NVDA call timeline

买英伟达$NVDA，国内堆叠算力迎来突破； 布局SpaceX $SPCX，国产可回收火箭顺利落地； 持仓美光$MU，长鑫成功登陆资本市场； 入手阿斯麦$ASML，国产DUV光刻机实现自研。 合着各位持仓大佬，才是推动中国科技突破的关键力量！ 抓紧再囤一点$BTC，说不定量子计算机马上就问世了🤭 https://t.co/xFuhUsQo9f

张朝阳说：自媒体是上帝给年轻人的一次机会，年轻人创业，可以先从自媒体起步。 这个观点非常中肯，但要懂得区分赛道： 面向消费者的2C行业，创始人出镜打造个人IP，能够增强信任感，持续为品牌赋能。 但深耕供应链、服务商模式的2B行业，打造老板IP需要谨慎，避免重心跑偏。 联想到黄仁勋新近开通X账号，上线仅仅3天、只发布两条帖子，粉丝迅速破百万。 不过市场也出现分歧声音：有投资者认为巨头高调下场社交平台，或许是英伟达$NVDA股价阶段见顶的信号。 对于没有背景、缺少资源的普通年轻人，手里唯一的底牌，就是时间与执行力。 自媒体就是最低门槛的练兵场：既能宣传自己的事业，也持续打磨心性、锻炼意志力。 一台电脑就是生产工具，你的认知、思维，才是你最核心的资产。

RT @WhaleInsider: JUST IN: 🇹🇼 Taiwan detains Nvidia $NVDA staff in China chip trafficking investigation. https://t.co/vwolr6j76Y

JUST IN: Jim Cramer says he still owns $NVDA and won’t trade it, calls recent sell-off “absurd.” https://t.co/HOBU5hSllg

Kevin O’Leary says competition with China could push the U.S., Canada and Mexico toward deeper economic cooperation, regardless of political disagreements. In a post on X, he argued that “fear of China, not politics” will ultimately bring North America back together. O’Leary pointed to artificial intelligence, energy and critical infrastructure as the major forces driving that shift. His view is that Canada’s energy resources and critical minerals, U.S. technology and scale, and Mexico’s manufacturing base are stronger together than apart. He framed North American cooperation as an economic

JUST IN: Nvidia $NVDA to invest $5,000,000,000 in Ilya Sutskever’s AI startup. https://t.co/bgWQWheslM

NVIDIA $NVDA WILL REPORTEDLY PUT $5 BILLION INTO ILYA SUTSKEVER'S AI COMPANY

NVIDIA JUST INVESTED IN ILYA SUTSKEVER'S SAFE SUPERINTELLIGENCE Safe Superintelligence Inc. (SSI) and Nvidia $NVDA just announced a long-term partnership, with NVIDIA also making a direct investment in the company. The deal gives SSI access to NVIDIA's next-generation Vera Rubin platform The two will also collaborate on advancing NVIDIA's current and future compute platforms, drawing on SSI's own research. NVIDIA CEO Jensen Huang: "Ilya has pioneered fundamental breakthroughs at the foundation of modern AI, beginning with AlexNet." SSI cofounder and CEO Ilya Sutskever: "We have research t

Nvidia $NVDA just announced a new "Open Secure AI Alliance with industry leaders to develop new techniques and tools to safeguard software and agents." Nvidia CEO Jensen Huang just said: "Attackers have frontier AI. Defenders need a frontier AI ecosystem" https://t.co/9lugI88Nmj

RT @sol_jingou: 本周美股&全球宏观关键信息差（7‑28当周） 1. 存储赛道｜$CXMT长鑫存储 开盘暴涨5倍后高开低走，中签单户盈利约2万元；市值冲高至3.3万亿，短暂登顶A股市值第一，新股博弈波动极大。 2. AI算力重磅合作｜$NVDA × OpenA…

BREAKING: NVIDIA $NVDA leads a new AI security alliance with Palantir, SpaceX, and Hugging Face. The Open Secure AI Alliance brings together 37 companies to build tools that can detect and stop AI-powered attacks. The move follows an OpenAI test where autonomous agents escaped a sandbox, breached Hugging Face and generated over 17,000 actions. NVIDIA says its mission is “to ensure defenders everywhere have open, frontier tools they can trust and control.”

MON 7/27 — 5 AI infrastructure earnings plays, all after the close Every one of these sold off hard into Friday's close: 1. $AMKR ~$65 | expected move ±15% Advanced packaging bottleneck. Their capacity gates how many accelerators actually ship. 2. $APLD $27.19 | expected move ±13% Neocloud financing test. Lease signings and delivery timelines prove the buildout is real. 3. $CLS $305.28 | expected move ~±11% Purest hyperscaler capex read. Their guide leaks what Big Tech actually ordered. 4. $RMBS $96.01 | expected move ±13% Memory interface chips signal the DDR5 server cycle before DRAM

本周美股&全球宏观关键信息差（7‑28当周） 1. 存储赛道｜$CXMT长鑫存储 开盘暴涨5倍后高开低走，中签单户盈利约2万元；市值冲高至3.3万亿，短暂登顶A股市值第一，新股博弈波动极大。 2. AI算力重磅合作｜$NVDA × OpenAI 双方规划共建10吉瓦超大型AI数据中心；英伟达拟提供25000亿美金担保，后续配套35000亿融资。OpenAI意在摆脱对亚马逊、甲骨文、微软云厂商的依赖，独立搭建算力基建，利好全球算力板块。 3. 本周密集财报周（重点标的） ‑周二：BA、KO、UPS、PYPL、V、F ‑周三：MSFT、META、QCOM、SBUX、$ARM ‑周四：AAPL、AMZN、$MA 科技巨头财报，将直接决定短期AI板块情绪走向。 4. 宏观超级数据（本周市场最大变数） - 周三凌晨：美联储FOMC7月利率决议，重点关注降息预期、鹰‑鸽表态，直接影响美股估值、美元走势； ‑周四晚间：美国Q2 GDP初值、6月核心PCE通胀、初请失业金； ‑周五：中国制造业PMI、芝加哥PMI、日本央行利率决议，全球流动性迎来集中检验窗口。 5. 新资本故事｜马斯克Boring公司 地下隧道交通企业开启新一轮40亿美金融资洽谈，投后估值2000亿美元，或将推进独立上市。

Nvidia $NVDA is reportedly in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data center project in southern Ohio The site is a 10-gigawatt campus developed by SoftBank's energy subsidiary, 50 miles south of Columbus. Total project cost, including chips, could exceed $500 billion, reportedly the largest data center project ever announced. OpenAI has no investment-grade credit rating, Nvidia backing would let the project's developer raise debt on far better terms than OpenAI could secure alone. Nothing is finalized. Terms could still change - WSJ

The Semis are having their best day in a few weeks, but still significantly lower from their ATHs. If the Semis have a good day, once again it means the SaaS and Mag 7 names should have a bad day, which is what is playing out again. At this point I am curious how this trajectory continues to play out — so far this year, hyperscalers go down on increased capex and semiconductor names, which benefit from that capex, go up. The software names go down with the hyperscalers because the AI infra trade going green assumes that the application layer companies will be hurt by AI. However, we just

WE HAVE JUST WITNESSED THE WORLD'S FIRST $4T COMPANY FOLKS $NVDA https://t.co/sHpg9iZPka

$NVDA writing off $5.5B related to China restrictions is a warning flag. Obviously this product is not as great as the latest Blackwell chips but they should not need to be written off if demand was that robust globally. I also believe the upcoming hyperscaler CQ1 results in https://t.co/aPWSYs2CFh

Nvidia $NVDA vs Intel $INTC: 2014 to today https://t.co/NqUFZpQMjE