Simplifying Stocks, CPA

Simply helping you navigate the financial markets profitably!

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This is what we all want from Jensen right now

[Simplifying Stocks, CPA @FinFluentialx]

@jeremylang Yeah, because $NVDA getting $7.5B is espionage

[Simplifying Stocks, CPA @FinFluentialx]

We, The Jensen Army will violently protest at the $NVDA headquarters until Jensen is reinstated.

If Alice Huang wasn't a Chinese national SPY, fire Kimberley Powell and bring back Jensen

[Simplifying Stocks, CPA @FinFluentialx]

Sources:

Posts 2 and 12: Forgent Q1 FY27 presentation, slide 8

Post 3: September 2026 earnings transcript

Post 4: Epoch AI Stargate infrastructure analysis

Posts 7–10: P14 Capital's Forgent research
Identifies Google, Meta and Oracle as historical end users

[Simplifying Stocks, CPA @FinFluentialx]

$FPS just dropped blockbuster earnings - beating revenue & EPS estimates & raising guidance

But that wasn’t even the best part of the call

Management confirmed they’re working with 2 unnamed AI labs and 3 unnamed hyperscalers

This is who they are

🧵🧵🧵

[Simplifying Stocks, CPA @FinFluentialx]

My conclusion

My working shortlist:

AI labs: OpenAI and xAI
Alternative: Anthropic
Hyperscalers: Google, Meta and Oracle

None is definitively identified.

What matters is that 2 AI labs are ordering, with hyperscaler orders targeted for H2 FY27. $FPS

[Simplifying Stocks, CPA @FinFluentialx]

@gurgavin Bout 4 hours late to this news champ

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@Albertta_ Steve jobs built Apple

[Simplifying Stocks, CPA @FinFluentialx]

$NVDA has sold out allocation until 2030

No data centre is gonna remove CUDA

No idea why what the market is pricing in

Jensen isn’t $NVDA

We are $NVDA

[Simplifying Stocks, CPA @FinFluentialx]

@Dr_Crossroads $CRWV just announced a bond offering

[Simplifying Stocks, CPA @FinFluentialx]

MASSIVE NEWS 🚨🚨🚨

NVIDIA IS PREPARING TO OUST NVIDIA CEO JENSEN HUANG, PER WSJ

$NVDA

[Simplifying Stocks, CPA @FinFluentialx]

THIS IS JENSEN HUANG'S ALLEGED SECOND MISTRESS, PER NYT

KIMBERLY POWELL IS THE VP OF HEALTHCARE AT $NVDA

😒😒