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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 9 Oct 2024 - - - #### NEARSHORING... 🚨FOXCONN TO BUILD WORLD’S LARGEST NVIDIA SUPERCHIP PLANT IN MEXICO Foxconn announced plans to construct the world’s largest manufacturing facility for assembling Nvidia’s GB200 superchips in Mexico, key to Nvidia’s next-gen Blackwell computing platform. The Taiwanese tech giant is capitalizing on the surging demand for AI servers. Foxconn execs revealed the plant's "enormous" capacity, with the company already investing over $500 million in Mexico. Source: Reuters, Mario Nawfal on X [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![NEARSHORING... 🚨FOXCONN TO BUILD WORLD’S LARGEST NVIDIA SUPERCHIP PLANT IN MEXICO](https://blog.syzgroup.com/hubfs/2-Oct-09-2024-12-17-22-6887-PM.jpg) ![NEARSHORING... 🚨FOXCONN TO BUILD WORLD’S LARGEST NVIDIA SUPERCHIP PLANT IN MEXICO](https://blog.syzgroup.com/hubfs/2-Oct-09-2024-12-17-22-6887-PM.jpg) 3 Oct 2024 - - - #### "The demand for Blackwell is insane." - $NVDA CEO Jensen Huang on CNBC just now JPMorgan said today that Nvidia expects several billion of Blackwell revenue in Q4 Source: Stocktwits [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![](https://blog.syzgroup.com/hubfs/7-Oct-03-2024-12-30-00-4267-PM.jpg) ![](https://blog.syzgroup.com/hubfs/7-Oct-03-2024-12-30-00-4267-PM.jpg) 24 Sep 2024 - - - #### Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia? Source: FastCompany [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia?](https://blog.syzgroup.com/hubfs/Intel.png) ![Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia?](https://blog.syzgroup.com/hubfs/Intel.png) 20 Sep 2024 - - - #### 2 years ago, Intel had a bigger data center business than Nvidia. $NVDA $INTC Source: FinChat @finchat\_io [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![2 years ago, Intel had a bigger data center business than Nvidia.](https://blog.syzgroup.com/hubfs/1-1.jpeg) ![2 years ago, Intel had a bigger data center business than Nvidia.](https://blog.syzgroup.com/hubfs/1-1.jpeg) 17 Sep 2024 - - - #### IS NVIDIA'S CEO OFF-LOADING HIS SHARES? The dump took place on September 10th and 11th.Since the start of July, Jensen Huang has sold over 4 million shares worth ~$500 million. Huang still holds ~3.50% of the chipmaker's stock. Source: Global Markets Investor, zerohedge [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![IS NVIDIA'S CEO OFF-LOADING HIS SHARES?](https://blog.syzgroup.com/hubfs/8-Sep-17-2024-12-19-21-2895-PM.jpg) ![IS NVIDIA'S CEO OFF-LOADING HIS SHARES?](https://blog.syzgroup.com/hubfs/8-Sep-17-2024-12-19-21-2895-PM.jpg) 12 Sep 2024 - - - #### Why Nvidia is a different story than Cisco in 2 charts... Source: JPAM [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Why Nvidia is a different story than Cisco in 2 charts...](https://blog.syzgroup.com/hubfs/1726132940301.jpg) ![Why Nvidia is a different story than Cisco in 2 charts...](https://blog.syzgroup.com/hubfs/1726132940301.jpg) 12 Sep 2024 - - - #### All it took was 5 words... Nvidia's Huang says "demand for chips is great", sparking huge rally in $NVDA and the S&P... NVIDIA CLOSED THE DAY UP 8%. NVDIA ADDED $220 BILLION DOLLARS TODAY FOR CONTEXT INTEL IS WORTH JUST $80 BILLION NOW THAT MEANS NVIDIA ADDED ALMOST 3 INTELS JUST TODAY 🤯 Source: www.zerohedge.com, GURGAVIN [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![All it took was 5 words... Nvidia's Huang says ](https://blog.syzgroup.com/hubfs/1726119287401.jpg) ![All it took was 5 words... Nvidia's Huang says ](https://blog.syzgroup.com/hubfs/1726119287401.jpg) 4 Sep 2024 - - - #### Beware of some posts on X... E.g there is a debate today about what Nancy Pelosi did on her Nvdia calls before the DOJ subponea. [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Beware of some posts on X...](https://blog.syzgroup.com/hubfs/9-1.jpeg) ![Beware of some posts on X...](https://blog.syzgroup.com/hubfs/9-1.jpeg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/17) [16](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/16) [17](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/17) [18](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/18) [19](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/19) [20](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/20) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/19) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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