David Felman

Equity Trader

[BuBBliK @k1rallik]

🚨do you understand what just happened with NVIDIA RTX Spark..

Jensen Huang walked on stage and pulled an entire gaming PC out of his pocket.

NVIDIA merged the CPU, RTX GPU, AI hardware and up to 128GB of memory into one Windows-on-ARM superchip and called it the end of the PC as you know it.

> 20-core Grace CPU plus a Blackwell GPU with 6,144 CUDA cores - RTX 5070-tier graphics in a 14mm body.
> NVIDIA claims 100+ FPS at 1440p in 007 First Light and Forza Horizon 6, on battery.
> It runs a 120-billion-parameter AI model locally, no cloud needed.
> ASUS, Dell, HP, Lenovo, MSI and Microsoft already have 30+ laptops lined up for this fall.

The whole internet has two questions: is it real, and how much. Nobody's asking the third - what happens to every other chipmaker if it is.

[unusual_whales @unusual_whales]

Remember random Chinese stocks rallying incredibly?

A Chinese stock called $TOP traded at $6 this morning.

It is now at $230, up 1,050% in afterhours.