Nvidia's loss is Tesla's gain.
Is Tesla the new Nvidia? $NVDA $TSLA, Source: The Kobeissi Letter
Nvidia's $NVDA has brought in $56.5 Billion of Free Cash Flow over the last year 👀
Source: Evan on X
Nvidia $NVDA is the best performing S&P 500 stock over the last 5, 10, 15 and 20 years😲
Source: Evan @StockMKTNewz
UPDATE >>> Elon Musk's AI company, xAI, has secured priority access to Nvidia's GB200 Blackwell deliveries scheduled for January 2025 by agreeing to pay a premium
$NVDA
NVIDIA WAS DOWN 4% YESTERDAY BECAUSE BLOOMBERG PUBLISHED AN ARTICLE SAYING THAT $AMZN AMAZON IS COMING FOR THEIR LUNCH
$AMZN $NVDA Source: amit
⚠️NVIDIA MOMENTUM IS FADING⚠️
Nvidia announced it expects revenue of $37.5 billion in Q4 which is $400 million above average expectations. $400 million was the SMALLEST beat in at least 2 years. By comparison, the Fiscal 2Q 2024 sales expectations were beat by $3.8 BILLION. Source: Global Markets Investor
$NVDA Q3 2025 by Quartr >>>
"The age of AI is in full steam, propelling a global shift to NVIDIA computing" - Jensen Huang Revenue +94% *Data Center +112% *Gaming +15% *Professional Vis. +17% *Automotive +72% EBIT +110% *marg. 62% (57) EPS +111%
A whopping ~$504 billion worth of Nvidia’s, $NVDA, options have been traded year-to-date, the most for any single stock.
This is ~$200 billion more than Tesla, $TSLA, the second-hottest stock in the market this year. This is also more than Meta, $META, Apple, $AAPL, AMD, $AMD, Amazon, $AMZN, and Alphabet, $GOOGL, COMBINED. Today, the options market is implying a 12% move after earnings are released. Source: The Kobeissi Letter
