J

[J @J81721925]

@MMatters22596 It is a flaming pos destined for toilet flush!

[J @J81721925]

@firstadopter Gertzners sold much of his META last Q…and he is apparently not up to date on MUSE roaring! It kicks ass, and here comes META 2day investor event and Watermelon release

[J @J81721925]

@TheAIShrink @Beth_Kindig What? You have no idea what you are talking about. FCF = EBITDA - CAPEX… where did you go to college… want to make sure no one I know goes there!

[J @J81721925]

@Aamstafford @Bloodbuzz256 @TrendSpider Blood buzz is a moron. Every girl between 12 and 30 is on instagram half the day. And WhatsApp has way more daily users than aapl imessage.

[J @J81721925]

@thestockwhale @r83343642 Incorrect. I was talking about how nutty MU was at $70 ( it got cheaper) given what was going to roar in HPC datacenters. Same on the big reload of NVDA below $50 back then

[J @J81721925]

@RihardJarc That is the weakest post ever read of yours. You and Cramer marking the bottom down here. lol

[J @J81721925]

@MilkRoadAI THIS year NVDA revenue from the new Vera CPU will top $20B, and double AMDs gpu revs about half of AMDs TOTAL revenue for 2027. Someone should tell Moron Stan they need to put NVDA in the CPU BUCKET!

[J @J81721925]

@GavinSBaker @theinformation Nice!
Just for fun: a few more add-ons to the rev scene: Blackwells, Hoppers, Neoclouds, Networking, gaming, robots, Self-driving, GPU subscriber fees, unrealized gains on mega investments in new companies, and the new Vera CPU racks!😎

[J @J81721925]

@StockSavvyShay @fiscal_ai NVDAs Vera CPU revs will top $20B 2H2026, or $40B annualized run rate, vs AMD s total (total!) revs of $42B. And NVDA REVS WIL exit fy26 w/run rate revs >$400B and FCF ABOVE $200B, 1/2 of which will be used for buybacks!

NVDA is stupid cheap, AMD wtf overchased!

[J @J81721925]

@ihteshamali Lame comments… the rental rate for H100s, first deployed some 5 yrs ago, is higher today than ever before. Same with its predecessor gpu, the A100s

[J @J81721925]

@Banana3Stocks Great call!

[J @J81721925]

@randgroup NVDA is at the top of innovation on data center buildout, partnering with every company that matters on cloud, neocloud, agi, networking and software. It is not a 15 yr cycle — it is from now on!

[J @J81721925]

@samantha_subin @NYSE Your article on amd intc on cnbc is stupefying… you are clueless. NVDA will continue to dominate upcoming data centers and networks for years to come

[J @J81721925]

@wallstengine Meanwhile, NVDA trading at say 18x f12m eps while AMD like 35x f12m? Such dislocations won't be sustained imo. This is a great pair trade after the hyperchasers run AMD up another say $300 (lolz)

[J @J81721925]

@wallstengine Compare to NVDA:
--Revs growing about half as fast as NVDA
-- EPS growing about half as fast
--annualized datacenter revs almost 10% of NVDA's run rate
-- adjusted GM 55% "ramping" to 56% this Q... ahem... NVDA's margin vastly better at 75%

Serial Q down 9% ? NVDA up >$2B/Q

[J @J81721925]

@Banana3Stocks Check your math… $100 forty yrs ago would be more than $350 today using compound cpi

[J @J81721925]

@HustleBitch_ Winnebago is the Kmart of high end RV mkt. never buy a WINNEBAGO.. THEY SUCK.

Apart from that, lots of high end stuff gets hammered in 2 yrs, boats, yuck RVs, etc. check out what happens to $230k Range Rovers after 3 yrs and say 30k miles… whacked to ~$45k!

[J @J81721925]

$nvda $meta $amzn $msft $gs

[Wall St Engine @wallstengine]

$NVDA CEO ON THE STOCK:

“Of course I care about the stock. I care about shareholders… I care about all of you.”

“We just had the best earnings… I think somebody actually told me that this might be the single best print… in the history of humanity… we had a very good quarter.”

“You can’t hold a stock back… and the reason for that is very simple. Compute equals revenues for companies in the future.”

“Every single company will need compute for revenues… because compute translates to intelligence… to your digital workforce… which translates to your revenues.”

“I’m certain compute equals revenues. I’m certain also that compute equals GDP.”

[Wall St Engine @wallstengine]

$NVDA CEO ON THE STOCK:

“Of course I care about the stock. I care about shareholders… I care about all of you.”

“We just had the best earnings… I think somebody actually told me that this might be the single best print… in the history of humanity… we had a very good quarter.”

“You can’t hold a stock back… and the reason for that is very simple. Compute equals revenues for companies in the future.”

“Every single company will need compute for revenues… because compute translates to intelligence… to your digital workforce… which translates to your revenues.”

“I’m certain compute equals revenues. I’m certain also that compute equals GDP.”

[Banana3 @Banana3Stocks]

$NOW

This trade idea just for my SUBSCRIBERS 🍇…

Just hit ALL THREE OPTION TARGETS 🎯🎯🎯

Now it’s just potential runners, I would raise stops one dollar underneath to not ruin a good trade and let the runners run

Here’s what my SUBSCRIBERS got in a screen shot below 👇

Not financial advice!