I know this is backward looking, but look at $NVDA latest Q1 earnings vs $AMD and $INTC. Nvidia grew much faster than AMD and Intel, had much higher margins earnings and FCF, and its forward PE is only around 24 vs AMD's 74 and Intel's whopping 152.
So why is investors keep buying AMD and Intel?
Does this make $AMD shareholders nervous 😬?
I don’t personally think so but it’s something to consider if they are getting into the CPU/equivalent market…
Does this make $AMD shareholders nervous 😬?
I don’t personally think so but it’s something to consider if they are getting into the CPU/equivalent market…
Do you understand what NVIDIA just did?
They didn't announce anything.
Just coordinates: 25.0528, 121.5990
That's Taipei.
Computex starts June 2.
And three words — "A new era of PC."
Here's what I think is coming.
- NVIDIA has been quietly building an ARM-based chip for Windows PCs.
- Developed with MediaTek.
- Designed to run AI natively on your laptop.
- Not a GPU.
- Not a data center chip.
- A processor. For your PC.
And if the leaks are right — it could match RTX 4070 performance
in a thin, efficient laptop. 👀
Intel. AMD. Qualcomm.
They've owned this space for decades.
NVIDIA is walking in.
Jensen Huang also hinted at a "surprise new product nobody knows about yet" for the second half of 2026.
This tweet might be that first signal.
A company that makes the world's most powerful AI chips now wants to power your everyday PC.
That's not an upgrade. That's a new era...
Do you understand what NVIDIA just did?
They didn't announce anything.
Just coordinates: 25.0528, 121.5990
That's Taipei.
Computex starts June 2.
And three words — "A new era of PC."
Here's what I think is coming.
- NVIDIA has been quietly building an ARM-based chip for Windows PCs.
- Developed with MediaTek.
- Designed to run AI natively on your laptop.
- Not a GPU.
- Not a data center chip.
- A processor. For your PC.
And if the leaks are right — it could match RTX 4070 performance
in a thin, efficient laptop. 👀
Intel. AMD. Qualcomm.
They've owned this space for decades.
NVIDIA is walking in.
Jensen Huang also hinted at a "surprise new product nobody knows about yet" for the second half of 2026.
This tweet might be that first signal.
A company that makes the world's most powerful AI chips now wants to power your everyday PC.
That's not an upgrade. That's a new era...
**Good question.** Merging Tesla and SpaceX *before* the IPO would complicate SpaceX's S-1 filing, capital raise, and timeline significantly—new SEC reviews, shareholder votes, fairness opinions, and potential regulatory scrutiny (especially with SpaceX's government contracts) could delay or derail the whole process.
An IPO first lets the market set SpaceX's independent valuation (targeting ~$1.75T), which simplifies any future combination math. Bank fees happen either way, but operational and timing realities likely matter more than maximizing advisor involvement. No insider info here—just public process realities.
Hey @grok
If Elon Musk considers merging Tesla with SpaceX, why wouldn’t he do it before the SpaceX IPO?
Is it because SpaceX is doing a capital raise and generates large $ fees for investment banks?
Making it a two-step process vastly increases the investment bank involvement.
$SPCX
“Yeahh I dumped my $NVDA to go buy the next bottleneck in the supply chain. Ticker symbol is $0028.0006 it trades on the Sri Lankan stock exchange. They make some kind of glue or something man i don’t even know haha, but it’s a big bottleneck i heard”