#nvidia
nvidia
2.3M views
3,232 Discussing
Hot
Latest
NVIDIA $GTC $2026 confirmed one thing:
AI is no longer a software layer — it’s becoming infrastructure. ⚡
Key themes: • AI Factories replacing traditional data centers
• Inference > training as the next trillion-dollar market
• Agentic AI moving from demos to production
• Physical AI + robotics entering commercial scale
• Vera Rubin positioning NVIDIA for the next compute cycle
The biggest takeaway: The AI race is shifting from “who has the best model” to “who owns the fastest inference infrastructure.”
$NVDA continues to define the roadmap for the entire AI ecosystem.
#NVIDIA $GTC #AI #NVDACollapse #machinelearning
AI is no longer a software layer — it’s becoming infrastructure. ⚡
Key themes: • AI Factories replacing traditional data centers
• Inference > training as the next trillion-dollar market
• Agentic AI moving from demos to production
• Physical AI + robotics entering commercial scale
• Vera Rubin positioning NVIDIA for the next compute cycle
The biggest takeaway: The AI race is shifting from “who has the best model” to “who owns the fastest inference infrastructure.”
$NVDA continues to define the roadmap for the entire AI ecosystem.
#NVIDIA $GTC #AI #NVDACollapse #machinelearning
🚀 $HBAR just secured game-changing alliances with NVIDIA (via EQTY Lab) and Google on the Hedera Governing Council — two absolute giants with over $9T combined market cap! 🔥
This isn’t just partnership talk. It’s elite-level enterprise validation that sets $HBAR apart from everything else in crypto.
Real institutional power is stacking up fast.
@hedera What’s your biggest takeaway from these NVIDIA + Google moves for $HBAR ? How soon do you see this turning into massive adoption and price action? Share your hottest take below 👇 Let’s debate the upside!
#HBAR #Hedera #NVIDIA
This isn’t just partnership talk. It’s elite-level enterprise validation that sets $HBAR apart from everything else in crypto.
Real institutional power is stacking up fast.
@hedera What’s your biggest takeaway from these NVIDIA + Google moves for $HBAR ? How soon do you see this turning into massive adoption and price action? Share your hottest take below 👇 Let’s debate the upside!
#HBAR #Hedera #NVIDIA
🚨 4 companies are about to spend $725 billion on AI in a single year.
That number is larger than the GDP of most countries on earth.
Amazon is committing $200 billion, Microsoft $190 billion, Google $190 billion, and Meta $145 billion. All four raised their guidance this quarter, and none of them are slowing down.
Microsoft's CFO said the company expects to remain capacity constrained through all of 2026, even after spending $190 billion.
They simply cannot build fast enough to meet demand.
Microsoft attributed $25 billion of its budget purely to rising memory chip costs. Meta said the same thing, pointing to higher component pricing, particularly memory, alongside rising costs for land, power, and skilled workers.
Data centers now consume 70% of the world's entire memory output.
Microsoft's AI business is now running at an annualized revenue rate of $37 billion, up 123% year over year. Amazon Web Services posted its fastest growth rate in 15 quarters at 28%.
The money being spent is starting to come back.
Amazon is looking at negative free cash flow of nearly $17 billion this year as a result of this spending.
These companies are burning cash at historic rates because they believe whoever builds the most infrastructure today controls the AI economy tomorrow.
This is exactly why memory stocks like Micron, Sandisk, and SK Hynix are at all time highs right now. The $725 billion has to flow somewhere, and it is flowing directly into chips and memory.
#Aİ #AI #NVIDIA #AISpending
That number is larger than the GDP of most countries on earth.
Amazon is committing $200 billion, Microsoft $190 billion, Google $190 billion, and Meta $145 billion. All four raised their guidance this quarter, and none of them are slowing down.
Microsoft's CFO said the company expects to remain capacity constrained through all of 2026, even after spending $190 billion.
They simply cannot build fast enough to meet demand.
Microsoft attributed $25 billion of its budget purely to rising memory chip costs. Meta said the same thing, pointing to higher component pricing, particularly memory, alongside rising costs for land, power, and skilled workers.
Data centers now consume 70% of the world's entire memory output.
Microsoft's AI business is now running at an annualized revenue rate of $37 billion, up 123% year over year. Amazon Web Services posted its fastest growth rate in 15 quarters at 28%.
The money being spent is starting to come back.
Amazon is looking at negative free cash flow of nearly $17 billion this year as a result of this spending.
These companies are burning cash at historic rates because they believe whoever builds the most infrastructure today controls the AI economy tomorrow.
This is exactly why memory stocks like Micron, Sandisk, and SK Hynix are at all time highs right now. The $725 billion has to flow somewhere, and it is flowing directly into chips and memory.
#Aİ #AI #NVIDIA #AISpending
$BTC
$ETH
$SOL
bitcoin is showing strength today after defending a key support level near 79000 earlier this week. the price has climbed back above 81000 with a local peak near 82500 marking its first major breakout into this range since january 2026. tom lee of bitmine technology has just set a bold year end target of 200000 for btc claiming that crypto spring has officially arrived despite the current macro uncertainty.
ethereum is attempting a gradual recovery trading around 2350 as it defends a long term support zone at 2046. however eth dominance in the defi market has slipped to 54 percent as competing chains like solana and base capture a larger share of the ecosystem. with the glamsterdam upgrade targeting 10000 transactions per second expected later this year whales are carefully watching to see if eth can reclaim its crown before the 2026 altseason kicks into high gear.
nvidia remains at the center of investor focus today following a major announcement from jensen huang regarding the company's long term focus beyond data center dominance. the stock continues to be a primary driver of us market records as investors bet on the continued expansion of sovereign ai computing. while macro headwinds like the strait of hormuz crisis weigh on global growth projections tech infrastructure remains the strongest sector for capital inflows this quarter.
#btc #eth #nvidia #crypto #investing
$ETH
$SOL
bitcoin is showing strength today after defending a key support level near 79000 earlier this week. the price has climbed back above 81000 with a local peak near 82500 marking its first major breakout into this range since january 2026. tom lee of bitmine technology has just set a bold year end target of 200000 for btc claiming that crypto spring has officially arrived despite the current macro uncertainty.
ethereum is attempting a gradual recovery trading around 2350 as it defends a long term support zone at 2046. however eth dominance in the defi market has slipped to 54 percent as competing chains like solana and base capture a larger share of the ecosystem. with the glamsterdam upgrade targeting 10000 transactions per second expected later this year whales are carefully watching to see if eth can reclaim its crown before the 2026 altseason kicks into high gear.
nvidia remains at the center of investor focus today following a major announcement from jensen huang regarding the company's long term focus beyond data center dominance. the stock continues to be a primary driver of us market records as investors bet on the continued expansion of sovereign ai computing. while macro headwinds like the strait of hormuz crisis weigh on global growth projections tech infrastructure remains the strongest sector for capital inflows this quarter.
#btc #eth #nvidia #crypto #investing
$NVDA is showing strong bullish structure after a steady uptrend, with price still holding above important support levels. Momentum remains positive, but short-term consolidation suggests the market is deciding its next directional push.
Entry Zone: 218 – 222
Target 1: 226
Target 2: 230
Target 3: 236
Stop Loss: 212
Buy now and trade here on $NVDA
#NVDA #Nvidia #CryptoSignal #BullishMomentum #TradingSetup
Entry Zone: 218 – 222
Target 1: 226
Target 2: 230
Target 3: 236
Stop Loss: 212
Buy now and trade here on $NVDA
#NVDA #Nvidia #CryptoSignal #BullishMomentum #TradingSetup
If you found #Bitcoin in 2012, you became a millionaire.
If you found #Tesla in 2018, you became a millionaire.
If you found #Nvidia in 2022, you became a millionaire.
If you found #Palantir in 2023, you became a millionaire.
If you found #Sandisk in 2025, you became a millionaire.
Every cycle creates a new opportunity.
The hard part isn’t finding it.
It’s believing in it early enough to hold through the chaos.
$BTC $BILL $ZEC
If you found #Tesla in 2018, you became a millionaire.
If you found #Nvidia in 2022, you became a millionaire.
If you found #Palantir in 2023, you became a millionaire.
If you found #Sandisk in 2025, you became a millionaire.
Every cycle creates a new opportunity.
The hard part isn’t finding it.
It’s believing in it early enough to hold through the chaos.
$BTC $BILL $ZEC
Trade_Finder:
Get $10 here in red packet 😍🧧
https://app.binance.com/uni-qr/8UpPAizJ?utm_medium=web_share_copy
🚨 Micron (MU) Surges as AI Memory Boom Intensifies
Micron Technology stock is exploding higher as the global AI memory shortage continues driving massive demand for high-bandwidth memory (HBM) chips used in AI servers and GPUs.
• Micron shares recently hit new all-time highs after analysts raised price targets on strong AI demand
• The company reportedly sold out much of its 2026 HBM memory supply due to overwhelming AI infrastructure demand
• Analysts say Micron is becoming one of the biggest beneficiaries of the AI “memory supercycle” alongside Nvidia and SK Hynix
• Semiconductor ETFs also jumped sharply as Micron, Intel, AMD, and Nvidia rallied together
💡 Expert Insight:
The AI boom is no longer just about GPUs — memory chips are becoming critical infrastructure for AI systems. Many analysts now see Micron as one of the most important long-term AI hardware plays as demand for AI data centers keeps accelerating.
#Micron #AI #Nvidia #Semiconductors #stocks
$MU
Micron Technology stock is exploding higher as the global AI memory shortage continues driving massive demand for high-bandwidth memory (HBM) chips used in AI servers and GPUs.
• Micron shares recently hit new all-time highs after analysts raised price targets on strong AI demand
• The company reportedly sold out much of its 2026 HBM memory supply due to overwhelming AI infrastructure demand
• Analysts say Micron is becoming one of the biggest beneficiaries of the AI “memory supercycle” alongside Nvidia and SK Hynix
• Semiconductor ETFs also jumped sharply as Micron, Intel, AMD, and Nvidia rallied together
💡 Expert Insight:
The AI boom is no longer just about GPUs — memory chips are becoming critical infrastructure for AI systems. Many analysts now see Micron as one of the most important long-term AI hardware plays as demand for AI data centers keeps accelerating.
#Micron #AI #Nvidia #Semiconductors #stocks
$MU
🚨🧨 Michael Burry Is Sounding the Alarm Again 👀
The investor famous for predicting the 2008 financial crash is once again warning that markets may be entering dangerous territory ⚠️
According to recent reports, Burry believes today’s market environment resembles the final stage of the 1999–2000 dot-com bubble 📉
And yes… he’s reportedly increasing bearish positions against parts of the AI and tech sector.
The most discussed positions include:
📉 Puts on NVIDIA
📉 Semiconductor ETF exposure
📉 Bearish bets against Palantir and AI-related hype stocks
BUT HERE’S THE IMPORTANT PART ⚠️
Many viral posts exaggerated the size of the trade.
It is NOT confirmed that Burry personally placed “over $1 trillion” in direct short positions.
Most of that huge number comes from the notional value of put options listed in filings — something many people misunderstand online 👀
So the bearish signal is real…
But the headlines massively inflated the scale of the bet.
Still, one thing is becoming harder to ignore:
More analysts are starting to compare today’s AI excitement to the dot-com era 📊
And historically…
When the crowd believes “this time is different,” risk usually increases the most.
💭 The real question:
Is Michael Burry once again seeing danger before everyone else…
Or is he betting against a genuine technological revolution that’s only getting started? 🤖⚡
#AI #NVIDIA #Palantir #Investing #Crypto #Stocks $XRP
$SOL
The investor famous for predicting the 2008 financial crash is once again warning that markets may be entering dangerous territory ⚠️
According to recent reports, Burry believes today’s market environment resembles the final stage of the 1999–2000 dot-com bubble 📉
And yes… he’s reportedly increasing bearish positions against parts of the AI and tech sector.
The most discussed positions include:
📉 Puts on NVIDIA
📉 Semiconductor ETF exposure
📉 Bearish bets against Palantir and AI-related hype stocks
BUT HERE’S THE IMPORTANT PART ⚠️
Many viral posts exaggerated the size of the trade.
It is NOT confirmed that Burry personally placed “over $1 trillion” in direct short positions.
Most of that huge number comes from the notional value of put options listed in filings — something many people misunderstand online 👀
So the bearish signal is real…
But the headlines massively inflated the scale of the bet.
Still, one thing is becoming harder to ignore:
More analysts are starting to compare today’s AI excitement to the dot-com era 📊
And historically…
When the crowd believes “this time is different,” risk usually increases the most.
💭 The real question:
Is Michael Burry once again seeing danger before everyone else…
Or is he betting against a genuine technological revolution that’s only getting started? 🤖⚡
#AI #NVIDIA #Palantir #Investing #Crypto #Stocks $XRP
$SOL
$RENDER The #NVIDIA of crypto is breaking out, Watch RENDER on 3 day charts, within this month of MAY might spike to $10.00 that's 5X from here.
10 US Stocks for Long-Term Holding (5+ Years View)
Focus is simple: AI, chips, cloud, and digital infrastructure.
🧠 Semiconductors & Compute Backbone
#TSMC → Global leader in advanced chip manufacturing; the base layer of modern AI hardware.
#NVIDIA → Dominates AI computing and GPUs; central player in data center expansion.
Broadcom → Key force in networking chips and custom silicon for large-scale systems.
Advanced Micro Devices → Strong challenger in CPUs and data center chips, steadily gaining share.
Micron Technology → Plays a critical role in memory (HBM), essential for AI speed and performance.
☁️ Cloud & AI Ecosystems
Microsoft → Leading cloud + AI integration through Azure and enterprise software dominance.
Alphabet → Search, advertising, and Gemini AI ecosystem with strong long-term data advantage.
Amazon → AWS remains one of the most powerful and stable cloud profit engines globally.
Meta Platforms → Heavy investment in open AI models and AI-driven social media monetization.
💡 Core Idea
These companies sit at the center of:
AI infrastructure (chips + memory)
Cloud computing expansion
Data-driven advertising and platforms
If you want, I can also:
Rank them by risk vs growth
Or build a “low risk vs high risk” split portfolio
Or suggest entry timing zones for 2026 cycle
$AI $SOL
Focus is simple: AI, chips, cloud, and digital infrastructure.
🧠 Semiconductors & Compute Backbone
#TSMC → Global leader in advanced chip manufacturing; the base layer of modern AI hardware.
#NVIDIA → Dominates AI computing and GPUs; central player in data center expansion.
Broadcom → Key force in networking chips and custom silicon for large-scale systems.
Advanced Micro Devices → Strong challenger in CPUs and data center chips, steadily gaining share.
Micron Technology → Plays a critical role in memory (HBM), essential for AI speed and performance.
☁️ Cloud & AI Ecosystems
Microsoft → Leading cloud + AI integration through Azure and enterprise software dominance.
Alphabet → Search, advertising, and Gemini AI ecosystem with strong long-term data advantage.
Amazon → AWS remains one of the most powerful and stable cloud profit engines globally.
Meta Platforms → Heavy investment in open AI models and AI-driven social media monetization.
💡 Core Idea
These companies sit at the center of:
AI infrastructure (chips + memory)
Cloud computing expansion
Data-driven advertising and platforms
If you want, I can also:
Rank them by risk vs growth
Or build a “low risk vs high risk” split portfolio
Or suggest entry timing zones for 2026 cycle
$AI $SOL
📉💣 BREAKING: Michael Burry Bets $1 BILLION Against AI Stocks — Targets NVIDIA & Palantir ⚠️
✅ Highlights:
• Legendary investor Michael Burry — famous for predicting & profiting from the 2008 crisis — has opened massive SHORT positions worth over $1 billion against leading AI stocks.
• Top targets: NVIDIA (dominant chipmaker) and Palantir (AI data analytics giant).
• His view: AI stocks are overinflated, trading far beyond fundamental value, and are in a clear bubble phase.
• This bold move sends a strong warning signal: the AI rally may be nearing a major reversal.
💡 Impact:
If his call proves correct, it could trigger a broader tech correction — including AI-themed crypto tokens, which often trade in line with this sector. Investors are on high alert 🧠📉
$NVDA $FET $TAO
#MichaelBurry #AIStocks #NVIDIA #Palantir #MarketWarning
✅ Highlights:
• Legendary investor Michael Burry — famous for predicting & profiting from the 2008 crisis — has opened massive SHORT positions worth over $1 billion against leading AI stocks.
• Top targets: NVIDIA (dominant chipmaker) and Palantir (AI data analytics giant).
• His view: AI stocks are overinflated, trading far beyond fundamental value, and are in a clear bubble phase.
• This bold move sends a strong warning signal: the AI rally may be nearing a major reversal.
💡 Impact:
If his call proves correct, it could trigger a broader tech correction — including AI-themed crypto tokens, which often trade in line with this sector. Investors are on high alert 🧠📉
$NVDA $FET $TAO
#MichaelBurry #AIStocks #NVIDIA #Palantir #MarketWarning
Popi_Trader:
Get $10 here in red packet 😍🧧
https://app.binance.com/uni-qr/8UpPAizJ?utm_medium=web_share_copy
🚨 BREAKING: NVIDIA CEO JENSEN HUANG JUST DROPPED A MASSIVE AI WARNING 🤖⚡
Jensen Huang says the next wave of AI — Agentic AI — will require 1,000x more computing power than today’s generative AI systems. 😳
This is not just another upgrade…
This is a COMPLETE infrastructure explosion.
Huang compared it to the world suddenly needing:
🚗 “1000x more cars overnight.”
That means the AI revolution is only in its EARLY stages. 🔥
Until now, most AI models were built to: • Generate text ✍️
• Create images 🎨
• Answer questions 💬
But Agentic AI changes everything.
These systems will: ✅ Think independently
✅ Make decisions in real time
✅ Execute tasks autonomously
✅ Interact with apps, markets, robots, and entire digital ecosystems
In simple terms:
Generative AI = chatbot
Agentic AI = autonomous digital worker 🤯
And to power billions of AI agents operating simultaneously…
The world may need: ⚡ Massive GPU expansion
⚡ More AI data centers
⚡ Huge semiconductor demand
⚡ Explosive energy consumption
⚡ Next-generation cloud infrastructure
That’s why markets are watching AI-linked assets closely right now. 👀
Projects connected to AI infrastructure, compute layers, and decentralized processing could become major narratives if this transition accelerates.
Tokens traders are now watching:
🔥 $LAYER
🔥 $PSG
🔥 $INX
Meanwhile, Nvidia continues positioning itself as the backbone of the global AI economy. 🟢
If Huang is right, the next AI boom could make the current one look tiny.
The AI war is no longer about chatbots…
It’s about building autonomous intelligence at planetary scale. 🌎⚡
Stay tuned. The compute race has officially begun. 🚀
#NVIDIA #AI #ArtificialIntelligence #Crypto #JensenHuang #GPU #AgenticAI #TechNews #Bitcoin #Altcoins
Jensen Huang says the next wave of AI — Agentic AI — will require 1,000x more computing power than today’s generative AI systems. 😳
This is not just another upgrade…
This is a COMPLETE infrastructure explosion.
Huang compared it to the world suddenly needing:
🚗 “1000x more cars overnight.”
That means the AI revolution is only in its EARLY stages. 🔥
Until now, most AI models were built to: • Generate text ✍️
• Create images 🎨
• Answer questions 💬
But Agentic AI changes everything.
These systems will: ✅ Think independently
✅ Make decisions in real time
✅ Execute tasks autonomously
✅ Interact with apps, markets, robots, and entire digital ecosystems
In simple terms:
Generative AI = chatbot
Agentic AI = autonomous digital worker 🤯
And to power billions of AI agents operating simultaneously…
The world may need: ⚡ Massive GPU expansion
⚡ More AI data centers
⚡ Huge semiconductor demand
⚡ Explosive energy consumption
⚡ Next-generation cloud infrastructure
That’s why markets are watching AI-linked assets closely right now. 👀
Projects connected to AI infrastructure, compute layers, and decentralized processing could become major narratives if this transition accelerates.
Tokens traders are now watching:
🔥 $LAYER
🔥 $PSG
🔥 $INX
Meanwhile, Nvidia continues positioning itself as the backbone of the global AI economy. 🟢
If Huang is right, the next AI boom could make the current one look tiny.
The AI war is no longer about chatbots…
It’s about building autonomous intelligence at planetary scale. 🌎⚡
Stay tuned. The compute race has officially begun. 🚀
#NVIDIA #AI #ArtificialIntelligence #Crypto #JensenHuang #GPU #AgenticAI #TechNews #Bitcoin #Altcoins
$NVDA to the moon a16zCryptoSaysRWATops$30BWatching NVIDIA closely on Alpha. revolution is just getting started. What’s your target for $NVDA? #NVIDIA #StockMarket #trading #StockToWatch
$AMD $BTC
Binance pe market active hai 📊 You buying or selling
$AMD $BTC
Binance pe market active hai 📊 You buying or selling
🚀 THIS EX-OPENAI EMPLOYEE TURNED $225M INTO $5.5B IN 12 MONTHS
Leopold Aschenbrenner reportedly made one of the biggest AI infrastructure bets ever — not on software, but on electricity, compute, and data center supply chains.
Instead of buying Nvidia or Microsoft directly, he bet on: • power generation
• AI hosting
• memory/storage
• fiber optics
• chip manufacturing
Some of his biggest reported winners: ⚡ Bloom Energy
💾 SanDisk
🖥️ CoreWeave
🔌 Applied Digital
🏭 Intel calls
📡 Lumentum
⛏️ Core Scientific
The core thesis:
AI demand would create massive shortages in: • electricity
• GPUs
• data centers
• cooling
• networking
• memory chips
And so far, that thesis has absolutely exploded higher.
His next 13F filing drops in 7 days.
#AI #Stocks #Markets #Tech #NVIDIA
Leopold Aschenbrenner reportedly made one of the biggest AI infrastructure bets ever — not on software, but on electricity, compute, and data center supply chains.
Instead of buying Nvidia or Microsoft directly, he bet on: • power generation
• AI hosting
• memory/storage
• fiber optics
• chip manufacturing
Some of his biggest reported winners: ⚡ Bloom Energy
💾 SanDisk
🖥️ CoreWeave
🔌 Applied Digital
🏭 Intel calls
📡 Lumentum
⛏️ Core Scientific
The core thesis:
AI demand would create massive shortages in: • electricity
• GPUs
• data centers
• cooling
• networking
• memory chips
And so far, that thesis has absolutely exploded higher.
His next 13F filing drops in 7 days.
#AI #Stocks #Markets #Tech #NVIDIA
La Revolución de los $100 Trillones: NVIDIA + Theta Network 🧠🏛️
Jensen Huang acaba de soltar la frase que define esta década: "El servicio es software".
Si la industria de servicios es 100 veces más grande que la del software, estamos ante un mercado de magnitudes nunca antes vistas. Pero, ¿quién entregará ese servicio de forma eficiente y a escala global? 🌍🔌
Aquí es donde la "Última Milla" de Theta se vuelve la joya de la corona:
1️⃣ El software como servicio: NVIDIA pone los chips ($NVDA), pero el "servicio" real es la inferencia de IA llegando a tu celular, a tu carro o a tu empresa en tiempo real.
2️⃣ El cuello de botella: Los centros de datos centralizados no pueden escalar 100 veces más. La latencia y el costo los matarán. 📉⚡
3️⃣ La solución Theta: Con la infraestructura de EdgeCloud y sus patentes de entrega de datos, Theta es la capa de software que convierte el hardware de NVIDIA en un servicio global descentralizado.
La conclusión es clara:
NVIDIA está creando las herramientas, pero Theta Network está construyendo la red de distribución para la industria más grande de la historia. 🏛️🛰️
Como dice Joe Stevens, estamos viendo la creación de una nueva clase de activo. Los Vanderbilt tenían los rieles, nosotros tenemos los nodos. El servicio es el futuro, y el futuro corre sobre Theta. 🦾📈
#ThetaNetwork #NVIDIA
$THETA $TFUEL
Jensen Huang acaba de soltar la frase que define esta década: "El servicio es software".
Si la industria de servicios es 100 veces más grande que la del software, estamos ante un mercado de magnitudes nunca antes vistas. Pero, ¿quién entregará ese servicio de forma eficiente y a escala global? 🌍🔌
Aquí es donde la "Última Milla" de Theta se vuelve la joya de la corona:
1️⃣ El software como servicio: NVIDIA pone los chips ($NVDA), pero el "servicio" real es la inferencia de IA llegando a tu celular, a tu carro o a tu empresa en tiempo real.
2️⃣ El cuello de botella: Los centros de datos centralizados no pueden escalar 100 veces más. La latencia y el costo los matarán. 📉⚡
3️⃣ La solución Theta: Con la infraestructura de EdgeCloud y sus patentes de entrega de datos, Theta es la capa de software que convierte el hardware de NVIDIA en un servicio global descentralizado.
La conclusión es clara:
NVIDIA está creando las herramientas, pero Theta Network está construyendo la red de distribución para la industria más grande de la historia. 🏛️🛰️
Como dice Joe Stevens, estamos viendo la creación de una nueva clase de activo. Los Vanderbilt tenían los rieles, nosotros tenemos los nodos. El servicio es el futuro, y el futuro corre sobre Theta. 🦾📈
#ThetaNetwork #NVIDIA
$THETA $TFUEL
MICHAEL BURRY JUST DOUBLED DOWN ON HIS BIGGEST AI BET YET AND IT’S A DIRECT WARNING TO THE MARKET
Michael Burry, the man who called the 2008 crash, is now aggressively expanding his bearish stance on the AI trade
He has fully exited GameStop and flipped straight into an outright short on Palantir, signaling a total shift in conviction
On Palantir, Burry is not questioning hype he is attacking the core valuation and calling it worth low double digits at best, roughly 46 to 50 dollars per share, arguing the business model itself is fundamentally mispriced
This comes after Scion Asset Management’s late 2025 filing revealed a massive bearish position already building under the surface
Nearly 912 million dollars in puts targeting Palantir and 187 million dollars against Nvidia formed the backbone of that positioning
Now he is expanding the attack across the broader AI complex including Nvidia, Oracle, SOXX, and QQQ with long dated puts stretching into 2027 and strike levels far below current pricing
His view is increasingly clear, this is not just a stock call, it is a macro warning on an overheated AI cycle that he believes mirrors late 1990s euphoria
In total, his direct shorts on Palantir and Tesla make up a meaningful slice of his portfolio, with additional AI and tech exposure pushing bearish positioning even higher
The message is simple and unsettling, the last time Burry sized up a trade like this, it did not end quietly for the market
The question now is whether this is early insight again or the first crack in the AI supercycle narrative
#MichaelBurry #AIStocks #StockMarket #Palantir #Nvidia
Michael Burry, the man who called the 2008 crash, is now aggressively expanding his bearish stance on the AI trade
He has fully exited GameStop and flipped straight into an outright short on Palantir, signaling a total shift in conviction
On Palantir, Burry is not questioning hype he is attacking the core valuation and calling it worth low double digits at best, roughly 46 to 50 dollars per share, arguing the business model itself is fundamentally mispriced
This comes after Scion Asset Management’s late 2025 filing revealed a massive bearish position already building under the surface
Nearly 912 million dollars in puts targeting Palantir and 187 million dollars against Nvidia formed the backbone of that positioning
Now he is expanding the attack across the broader AI complex including Nvidia, Oracle, SOXX, and QQQ with long dated puts stretching into 2027 and strike levels far below current pricing
His view is increasingly clear, this is not just a stock call, it is a macro warning on an overheated AI cycle that he believes mirrors late 1990s euphoria
In total, his direct shorts on Palantir and Tesla make up a meaningful slice of his portfolio, with additional AI and tech exposure pushing bearish positioning even higher
The message is simple and unsettling, the last time Burry sized up a trade like this, it did not end quietly for the market
The question now is whether this is early insight again or the first crack in the AI supercycle narrative
#MichaelBurry #AIStocks #StockMarket #Palantir #Nvidia
Wajahat Shah:
your research is awesome thanks for sharing
**Samsung chip profits up 48x. In one year.** 🚀
From $748M to **$36 billion.** ⚡
One year. Same company. Same chips.
48 times more profit. 💣
Here's what's driving it — 🎯
AI data centers can't get enough memory.
Amazon. Microsoft. Alphabet.
All accelerating infrastructure spending simultaneously. 🌍
But here's the alarming part —
Samsung said supply is already falling short.
Demand fulfillment rate at **record low.** ☠️
Customers aren't waiting anymore.
They're locking in **2027 supply right now.**
Multi-year contracts already signed. 💣
HBM4 chips — next generation.
Mass production started for Nvidia.
HBM revenue tripling this year. 🎯
Supply gap expected to **worsen into 2027.** 🌍
Think about what this means —
The AI buildout isn't slowing.
It's accelerating faster than
the entire chip industry can keep up. 📈
Samsung profits up 48x.
Nvidia at $5 trillion.
Semiconductors up 44% in 18 days.
Philadelphia Semi RSI at 1999 levels. 💣
Oil powered the 20th century.
**Chips are the oil of the 21st.**
And the wells are running dry. 📉
Still not positioned in semiconductors? 👇
#Samsung #Semiconductors #AI #Nvidia #HBM #Chips #Tech #Bullish #BreakingNews #Macro #Investing
From $748M to **$36 billion.** ⚡
One year. Same company. Same chips.
48 times more profit. 💣
Here's what's driving it — 🎯
AI data centers can't get enough memory.
Amazon. Microsoft. Alphabet.
All accelerating infrastructure spending simultaneously. 🌍
But here's the alarming part —
Samsung said supply is already falling short.
Demand fulfillment rate at **record low.** ☠️
Customers aren't waiting anymore.
They're locking in **2027 supply right now.**
Multi-year contracts already signed. 💣
HBM4 chips — next generation.
Mass production started for Nvidia.
HBM revenue tripling this year. 🎯
Supply gap expected to **worsen into 2027.** 🌍
Think about what this means —
The AI buildout isn't slowing.
It's accelerating faster than
the entire chip industry can keep up. 📈
Samsung profits up 48x.
Nvidia at $5 trillion.
Semiconductors up 44% in 18 days.
Philadelphia Semi RSI at 1999 levels. 💣
Oil powered the 20th century.
**Chips are the oil of the 21st.**
And the wells are running dry. 📉
Still not positioned in semiconductors? 👇
#Samsung #Semiconductors #AI #Nvidia #HBM #Chips #Tech #Bullish #BreakingNews #Macro #Investing
Login to explore more contents