https://gnosly.com/feed/nvidia/Business Intelligence Console and Prediction Algorithms3158https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Source: Charles-Henry Monchau (LinkedIn) </p>https://www.linkedin.com/feed/0.00502026-10-20T16:03:44.609650+00:001linkedin.comindustrial-ainvidiaai3127@sensa_marketSensaMarket<p>Source: SensaMarket (X)</p>https://x.com/sensa_market/status/21123782893313150540.00402026-10-20T12:00:48.514026+00:002x.comnvidiaaistocks2987https://pbs.twimg.com/media/HUvY3g1bMAAMBOM?format=jpg&name=smallImage2026-10-20T12:00:50.473694+00:003119@MichaelMOTTCMMichael J. Kramer<p>Source: Michael J. Kramer (X)</p>https://x.com/MichaelMOTTCM/status/21122846612926098530.00402026-10-20T10:06:13.683535+00:002x.comnvidiaoracleaieconomy2979https://pbs.twimg.com/media/HVBXtDiW8AM4nkW?format=jpg&name=smallImage2026-10-20T10:06:14.731100+00:003099@zerohedgezerohedge<p>Source: zerohedge (X), quoting Morgan Stanley report</p>https://x.com/zerohedge/status/21119253144943411880.00502026-10-20T07:34:04.330313+00:002x.comnvidiaaistocks2951https://pbs.twimg.com/card_img/2111925314859171840/E83fDklx?format=png&name=small2026-10-20T07:34:04.659919+00:002933@RJCcapitalRJC<p>Source: RJCcapital (X)</p>https://x.com/RJCcapital/status/21111011469623094120.00502026-10-16T20:34:32.250886+00:002x.comnvidiastocksai2764https://pbs.twimg.com/media/HUwibyEXoAASVa6?format=jpg&name=smallImage2026-10-16T20:34:32.727297+00:002857@matthewstollerMatt Stoller<p>Source: Matt Stoller (X)</p>https://x.com/matthewstoller/status/21103989147258844060.00402026-10-15T05:33:27.675449+00:002x.comstocksainvidia2677https://pbs.twimg.com/media/HUmkZrTWgAArux6?format=png&name=smallImage2026-10-15T05:33:28.673296+00:002793https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>According to JPMorgan, Nvidia’s projected cash flow gains exceed the entire expected decline in hyperscaler free cash flow.</p><p>The tech giants funding the AI infrastructure build-out are seeing their free cash flow squeezed. Their chip supplier is capturing extraordinary profits. </p><p>Same boom. Very different economics.</p><p>For hyperscalers, the spending comes first. The returns depend on future demand, monetisation and utilisation.</p><p>JPMorgan still sees attractive returns on certain data-centre investments. But attractive returns and immediate cash flow are two different things</p>https://lnkd.in/p/dxFxsfa50.00602026-10-13T10:13:07.536427+00:001linkedin.comnvidiaaijpmorgan2609IMAGE/media/content/2793/20261013-ai-mag7-and-nvidia-cash-flow-forecast.jpg20261013-ai-mag7-and-nvidia-cash-flow-forecast.jpgjpg2026-10-13T10:16:20.797875+00:002735https://www.linkedin.com/company/polymarket/Polymarket<p>Nvidia is reportedly in talks to acquire Reflection AI, a U.S. startup developing open-weight AI models to compete with Chinese rivals.The Financial Times reported on October 10 that the discussions are at an early stage. Possible structures include a full acquisition, an acqui-hire in which Nvidia would hire staff and license technology, a further equity investment, or a deal to supply more chips and computing power. An agreement could be reached in the coming weeks, though the talks could still fall apart. Both companies declined to comment.</p><p>Nvidia has already invested $800 million and is one of Reflection’s largest shareholders. Reflection was last valued at $25 billion in a March funding round. It was founded in 2024 by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou. The company develops open-weight models aimed at coding and agentic work. </p><p>On October 5, Reflection unveiled Beam, its first open-weight model. Beam is a mixture-of-experts system with 501 billion total parameters and 23 billion active. The company says it matches or approaches Chinese models such as Z.ai’s GLM-5.2 on reasoning and coding benchmarks while using 3-4 times less inference compute. </p>https://www.linkedin.com/feed/0.00902026-10-12T09:25:00.572896+00:001linkedin.comnvidiaai2554https://media.licdn.com/dms/image/v2/D5622AQHdRFRN3h0WnA/feedshare-shrink_800/B56aEsdHE0HEAg-/0/1791747191321?e=1793232000&v=beta&t=aB5xzKa4qeq-4atwKSR4Ci9nV78Trz7jd8QwdiPo7eYView image2026-10-12T09:25:01.256261+00:002576https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>Running frontier-scale models on-device has been a server room problem for years. This moves it to your bag.</p>https://lnkd.in/p/dQAF5i_90.00452026-10-10T05:54:21.797683+00:001linkedin.comaimicrosoftnvidia2398https://media.licdn.com/dms/image/v2/D4E10AQFxGH5NzJ2MVw/videocover-low/B4EaEataMTGQAk-/0/1791449477475?e=1792216800&v=beta&t=g_F1LOGP68u8dSk-fhNAlvDeYxXbcg0PRXGcvH5-Wvg2026-10-10T05:54:23.433126+00:002136@PeterMalloukPeter Mallouk<p>Nvidia, Apple, and Microsoft represent over 21% of the index.</p>https://x.com/PeterMallouk/status/21060405085860090530.00502026-10-02T16:34:13.436475+00:002x.comsp500nvidiaapple1937https://pbs.twimg.com/media/HTa5wnLXcAAlVFO?format=png&name=smallImage2026-10-02T16:34:13.703425+00:001900@kakashiii111KakashiiSo apparently, circular financing deals aren't helping Nvidia's stock anymore, and neither are press releases about GPUs being approved for sale to China. In what looks like a last hurrah, Jensen asked the board to approve an aggressive buyback program, bigger than anything Tim Cook's Apple has ever announced. Nvidia has released a plan to execute a total of $235 billion in buybacks through FY28. That's six quarters, or roughly $40 billion per quarter. Even if Nvidia doesn't end up using the full plan, it shows Jensen is ready to use whatever it has to support its stock. Will he succeed? Nvidia has over $279 billion in commitments as of July 26, 2026 (and that number will probably grow a lot more). Nvidia repurchased only $40 billion in FY26. Last quarter alone, it repurchased $20 billion. Dividends: around $12 billion. Free cash flow last quarter: $21.34 billion. A $40 billion quarterly buyback pace is nearly double last quarter's free cash flow, before dividends and before a single dollar of those commitments. On top of that, Nvidia needs more cash to support its SPVs (the neoclouds), Oracle and the labs. Jensen is going to fight with everything he has, and the market should be ready for more debt raising, and maybe even an equity offering, from Nvidia.https://x.com/kakashiii111/status/21045364399877735810.00602026-09-29T09:17:36.038019+00:002x.comnvidiastockbuyback1682https://pbs.twimg.com/media/HTTQu-0WEAATlDI?format=png&name=smallImage2026-09-29T09:17:36.368198+00:001832https://www.linkedin.com/in/jonathanroig/Jonathan R.AMD is CRUSHING NVIDIA over the PAST YEAR. 🔥AMD has surged nearly 300%, from about $158 to $631, while Nvidia gained just 32%, from $170 to $225.AMD’s 12-month RETURN is roughly 9x Nvidia’s.AMD also rose more than 2% in Friday premarket trading as tech stocks advanced, with Nasdaq futures up 0.55% and S&P 500 futures up 0.33%.The chipmaker recently crossed $1 TRILLION in market value, becoming the FOURTH U.S. chipmaker to reach the milestone after Nvidia, Broadcom and Micron.Source: Coin Bureauhttps://www.linkedin.com/in/jonathanroig/0.00502026-09-27T15:56:59.979917+00:001linkedin.comamdnvidiacoin-bureau1610IMAGE/media/content/1832/g-20260927-amd-vs-nvidia.jpgg-20260927-amd-vs-nvidia.jpgjpg2026-09-27T16:16:53.637765+00:001573https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAThe stock market loves Nvidia. The credit market is asking a harder question: who pays for the AI buildout? The cost of insuring Nvidia’s debt against default has roughly doubled this year. SpaceX credit default swaps have approached 180 basis points. Both companies sold $25 billion of bonds in June, while hyperscalers are on track to spend more than $750 billion on data centers in 2026. Equity investors see growth, revenue and momentum. Credit investors are looking at the debt needed to fund it—and the returns required to repay it. Rising insurance costs do not mean a default is coming. But they do show that lenders are reassessing the risk. The stock price tells you how excited investors are about AI. Credit spreads tell you what financing that excitement costs. Watch both. $NVDASource: Kurt S. Altrichter, CRPS®@kurtsaltrichterBloomberghttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00702026-09-24T15:22:32.462842+00:001linkedin.comcreditnvidiaai1373https://media.licdn.com/dms/image/v2/D5622AQF_JpnIHlh6Ow/feedshare-shrink_160/B56aDTv568KcAk-/0/1790258946006?e=1792022400&v=beta&t=-lGPBR1N4O4T4ST1oijaNuhEXjTuckA7QuYL6CFIlH0View image2026-09-24T15:22:34.617846+00:001524https://www.linkedin.com/in/neil-clare-cfa-3983828/Neil Clare, CFAWhat going on with Nvidia, probably the most owned stock among global equity funds? Its multiple recently hit its lowest level in more than a decade at less than 17 times profit expected over the next 12 months (see chart below). The multiple is half what the stock commanded in 2025, when Nvidia’s revenue and profit growth was slower, and down from more than 25 times earnings estimates as recently as May. The de-rating probably reflects a healthy dose of skepticism that the company’s current earnings power is sustainable.Perhaps the old adage that buying the biggest stock in benchmark indices is rarely a good idea, as its value has been fully recognized and the only way (at least relative to others) is down. Those with a long memory who bought IBM and General Electric, which both had long stretches as the largest US stock, could attest to this. #equities #investing #nvidiahttps://www.linkedin.com/feed/0.00602026-09-24T05:54:23.900776+00:001linkedin.cominvestingequitiesnvidia1480https://www.linkedin.com/in/vikas-subhash-singh-39232398/Vikas Subhash Singh🚨📈AMD just joined the $1 TRILLION club.AMD is now the 4th U.S. semiconductor company to surpass the $1T market-cap milestone 🔥🟢 $NVDA | ~$5.5Trillion🔴 $AVGO | ~$1.7Trillion🟣 $MU | ~$1.2Trillion🟠 $AMD | ~$1.0TrillionAI infrastructure is reshaping the semiconductor landscape from GPUs and CPUs to networking and memory.Which one do you think has the strongest growth opportunity over the next 3 years? 👀👇$NVDA $AVGO $MU $AMD #AI #Semiconductors #NVIDIA #AMD #Broadcom #Micron #ArtificialIntelligence #Investinghttps://www.linkedin.com/feed0.00552026-09-23T15:46:16.175725+00:001linkedin.comnvidiasemiconductorsai1302https://media.licdn.com/dms/image/v2/D4D22AQEbXCl1tO2J8w/feedshare-shrink_800/B4DaDHaLZbIkAc-/0/1790051923806?e=1792022400&v=beta&t=URSlRe8v3C8l9ub5JJhD-TidRwI5bwMm485zF1J0ZTAView image2026-09-23T15:46:16.405976+00:00881https://www.linkedin.com/in/tuli-nate-urbach-5a558b91/Tuli (Nate) UrbachCathie Wood calls #SpaceX a deep value opportunity. Meanwhile, here’s where she sold#Nvidia.At the end of Q4 2022, ARKK dumped roughly 859,000 shares of $NVDA.Nvidia was near the bottom of its brutal 2022 selloff.What followed was one of the biggest rallies in the stock’s history.That decision has cost investors more than $850M in potential gains based on subsequent appreciation.https://www.linkedin.com/feed/update/urn:li:share:7506043251229954048/0.00602026-09-17T15:06:58.958544+00:001linkedin.comstocksspacexnvidia696@aianand iyerLatham & Watkins, the 2nd largest US law firm, is buying Nvidia hardware to fine-tune open weights in-house. Open weights + proprietary data + local compute = enterprise sovereign AI stack. x.com/FT/status/2097…https://x.com/ai/status/20993808232294033080.00306952026-09-14T14:51:20.812988+00:002x.comlawfirmnvidiaai600https://pbs.twimg.com/profile_images/1831182575689240576/7HmOAeIK_mini.jpg2026-09-14T14:51:21.015045+00:00695@ayushtweetshereAyushthis is Dario and sama's worst nightmare - A law firm buying Nvidia servers. Latham & Watkins is building an in-house AI stack.. this is US’s second-largest law firm with $8.3 Billion in revenue last year And now it has - - Nvidia hardware it controls - open-weight modelshttps://x.com/ayushtweetshere/status/20993808232294033080.00306962026-09-14T14:51:20.604386+00:002x.comnvidialawfirmai693@aianand iyerLatham & Watkins, the 2nd largest US law firm, is buying Nvidia hardware to fine-tune open weights in-house. Open weights + proprietary data + local compute = enterprise sovereign AI stack.https://x.com/ai/status/20992497818268017600.00306942026-09-14T14:51:05.152932+00:002x.comlawnvidiaai598https://pbs.twimg.com/profile_images/1831182575689240576/7HmOAeIK_normal.jpg2026-09-14T14:51:05.371173+00:00692@FTFinancial TimesLatham & Watkins buys Nvidia servers to set up in-house AI systemshttps://x.com/FT/status/20979931196522663020.00402026-09-14T14:50:48.316603+00:002x.comlatham--watkinsnvidiaai671<p>Safety first. That’s the approach suddenly being taken by Anthropic CEO Dario Amodei and AI rivals Elon Musk and Sam Altman. It’s also the approach being taken by investors, who are dumping chip stocks and other AI plays to start the week. But it might be an overreaction to Amodei’s calls for a slowdown in the pace of artificial-intelligence development. Of course, we at Barron’s might be wrong as we were about SpaceX. The market’s flight to safety is unusual—go-to haven gold is falling and Treasury yields are unmoved, yet Bitcoin and software stocks are on track to be the day’s big winners. Nvidia stock is another left-field idea for a safer bet, it’s better placed than chip rivals if AI progress slows. On top of the tech turmoil, Brent crude prices have jumped to $107 a barrel after Saudi Arabia shut a key oil pipeline as fighting in the Middle East escalates. The 10-year Treasury yield is at 4.97%, and the Federal Reserve is expected to raise interest rates on Wednesday.</p>0.00902026-09-14T11:52:40.320251+00:009mail.google.comsaudi-arabiaelon-muskbarron’snvidiafederal-reservespacexsam-altmandario-amodeianthropic586https://ci3.googleusercontent.com/meips/ADKq_NaVbvhc4PsAfaftJp78kDFkhCoIaWg66gR0RpXGJGwvuEeZNTiEkJ8e_Rl-LMqk41BNdGiyKrSfMW0ARN2mDwprvCPG4JeJ1cNWT49m3fhum05XrfmWuvuVVaE=s0-d-e1-ft#https://s.wsj.net/newsletter/article-banners/Barrons_Daily_600x71.jpgThe Barron's Daily2026-09-14T11:52:40.698783+00:00662@DrEliDavidDr. Eli DavidCo-founder and CTO of @huggingface, that was acquired by Nvidia 👇 Dario and Sam can slow down their own research as much as they want.https://x.com/DrEliDavid/status/20991178981951613990.00306632026-09-14T08:54:20.606689+00:002x.comhuggingfaceresearchnvidia577https://abs.twimg.com/emoji/v2/svg/1f447.svgDown pointing backhand index2026-09-14T08:54:20.953036+00:00450https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: Nvidia CEO Jensen Huang says Artificial General Intelligence (AGI) has arrived.https://www.linkedin.com/feed/0.00402026-09-07T04:10:13.813788+00:001linkedin.comartificial-general-intelligenceceonvidia414IMAGE/media/content/450/image.pngimage.pngpng2026-09-07T04:10:44.378107+00:00370@NVIDIARTXSparkNVIDIA RTX SparkYour devices are stronger together. 🖥️🤝🖥️ Just announced at IFA, NVIDIA PAIR automatically links systems across your local network and sends inference requests wherever there’s available capacity, helping agents run more efficiently.https://x.com/NVIDIARTXSpark/status/20955805927042173490.00402026-09-04T12:53:00.437527+00:002x.comnvidiadevicesifa367@GlobalMktObservGlobal Markets Investor🔴Nvidia is trailing the very AI boom it's supposed to be powering: Nvidia, $NVDA, shares are up just ~20% over the last 12 months, the weakest performer among a group of AI-linked indices tracked by Bloomberg. TAP IMAGE TO SEE FULL INSIGHT👇https://x.com/GlobalMktObserv/status/20951494628175257770.00702026-09-04T12:30:02.703080+00:002x.commarketsnvidiaai339https://pbs.twimg.com/card_img/2093744365021667328/FwxHhNrd?format=png&name=small2026-09-04T12:30:03.859870+00:00295https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi Letter<p>Nvidia is making history:Nvidia now accounts for ~8% of the S&amp;P 500’s market cap, near its highest proportion on record.The company's market value is now larger than that of 5 of the S&amp;P 500's 11 sectors.Only Information Technology, Communication Services, Financials, Health Care, Consumer Discretionary, and Industrials are larger.Nvidia's market cap also exceeds the combined value of the Energy, Utilities, Real Estate, and Materials sectors.At $5.3 trillion, Nvidia is now worth the equivalent of 16.3% of US GDP.Nvidia’s rise has been historic.</p>https://lnkd.in/p/dx-Qxm8j0.00602026-09-03T05:04:21.008599+00:001linkedin.commarkettechnologynvidia270https://media.licdn.com/dms/image/v2/D4E22AQFNJrtWi5DY6g/feedshare-shrink_800/B4EaBjoIOQGgAg-/0/1788377859191?e=1790208000&v=beta&t=mOfVqiAj4Reu76MCVShlzo7XUq6Uj-YLLCRgOtAVCjYView image2026-09-03T05:04:21.569767+00:00148https://www.linkedin.com/in/alvinfsc/Alvin FooNvidia just agreed to buy Hugging Face for $12.9 billion, that’s the platform where most of the world’s open-source AI models actually live.This isn’t about the $150 million in revenue, it’s about owning the distribution layer. Nvidia already dominates the chips, now it wants the place developers go to find, share, and run models. That gives it a powerful lever to keep those models optimized for its hardware right as rivals start designing their own silicon.The price is steep for the current business, but the strategic logic is clear: control the rails, not just the engines. The open-source AI world just got a very well-capitalized landlord.Source :https://www.linkedin.com/feed/update/urn:li:share:7498647503353896960/0.00802026-08-29T06:08:02.139556+00:001linkedin.comnvidia158https://media.licdn.com/dms/image/v2/D4E22AQEFf6rR8nrm2g/feedshare-shrink_800/B4EaBCMKymIUAc-/0/1787816881585?e=1789603200&v=beta&t=_uSvxwYgIlmbkWo4JEKzDzztTKKSer2rtCfxLbb8_f0View image2026-08-29T06:08:03.104152+00:00113https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: Nvidia stock extends gains to over +8% on the day, now on track to add +$410 billion in market cap today.Nvidia is now on track to post the 3rd largest single-day market cap gain by a stock in history.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-27T16:14:38.779219+00:001linkedin.commarket-capnvidiastock116https://media.licdn.com/dms/image/v2/D4D22AQHRzWjJw06HHw/feedshare-shrink_160/B4DaBD_VUlIEAo-/0/1787847071419?e=1789603200&v=beta&t=CLtB4IHdvyo3v4pv9LJeDPm_2V-XznE6K8Pkrgx9FSQView image2026-08-27T16:14:39.272637+00:0078https://www.linkedin.com/in/anttipasila/Antti Pasila<p>This is a much bigger deal than it seems. NVIDIA doing a smart hedge against their frontier labs investment. And not letting MSFT or someone else swoop it up.</p>https://www.linkedin.com/feed/update/urn:li:activity:7498644713621700622/0.00502026-08-27T08:52:01.054344+00:001linkedin.cominvestmenthedgenvidia69https://media.licdn.com/dms/image/v2/D4D22AQHUmQ2LdEQLRQ/feedshare-shrink_800/B4DaBCJomGKMAc-/0/1787816217214?e=1789603200&v=beta&t=f2qJt1-wMixrSBtcZGmE9Iz4LmVTOaqQRBBHlUQuhToView image2026-08-27T08:52:03.362448+00:0068https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: Nvidia erases all losses and surges +5% after reporting record earnings results.The stock has now added +$250 billion in market cap in after hours trading.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-27T06:50:44.751155+00:001linkedin.commarket-capnvidia59https://media.licdn.com/dms/image/v2/D4D22AQGvMQ6oEYT4KQ/feedshare-shrink_160/B4DaA__c0.HsAk-/0/1787779993340?e=1789603200&v=beta&t=ISE3FgioKTZC-qDzI0t_8817qfzzLS5pUfnbDEpxXPcView image2026-08-27T06:50:46.516348+00:0067https://www.linkedin.com/in/gregorbeuster/Gregor BeusterNVIDIA buying Hugging Face 🤗 is wild but makes sense. Open model catalog with one-click hosting? NVIDIA could soon serve more of its own open-source tokens to the world than all hyperscalers combined. Eating up the whole stack...https://www.linkedin.com/feed/0.00502026-08-27T06:49:51.237609+00:001linkedin.comhuggingfaceopensourcenvidia57https://media.licdn.com/dms/image/v2/D4D22AQHRK-mxQTk0iQ/feedshare-shrink_160/B4DaBBdo3IJIAk-/0/1787804683969?e=1789603200&v=beta&t=ttz7F9SeFUjKYJBRlbbhzStM9b_EIzvlPcdvQHRGNWIView image2026-08-27T06:49:52.348317+00:0057https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterAbsolutely insane.Nvidia just guided $108 BILLION in revenue for Q3 alone.And, this guidance assumes ZERO data center compute revenue from China.This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.There has never been anything like what we are seeing right now with AI.This is arguably the biggest technological revolution of all time.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-27T04:32:29.968029+00:001linkedin.comnvidia47https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1789603200&v=beta&t=GGhhKmQoQW_MgBQIO73Y-eifLQ4oA3GaE0Jk2tHyTZoView company: The Kobeissi Letter2026-08-27T04:32:31.757694+00:0054https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: Nvidia stock falls -4% after reporting a record $96.2 billion in quarterly revenue.The company beat both revenue and EPS expectations and provided stronger than expected guidance.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-27T03:49:58.991816+00:001linkedin.comnvidiastockrevenue44https://media.licdn.com/dms/image/v2/D4D22AQFSFUhsC3KrRA/feedshare-shrink_160/B4DaA_vlbmLAAk-/0/1787775834070?e=1789603200&v=beta&t=zGjxMwn0l7EvOBxFVHITH6UGxY-WKa-cv3JK9nPyX3cView image2026-08-27T03:50:01.691983+00:00