Courtney Fairmont

Global Partnerships Executive | Independent films, Brooklyn, city walks | Creative, calm, future-oriented | Curiosity keeps every path open.

[Courtney Fairmont @GO67570570]

@YoovOhOfficial NVDA at these levels will do that to you. Funny until the P&L updates.

[Courtney Fairmont @GO67570570]

@NorthernTouch49 Ha, that NVDA chart is wild. Fun to watch, but I would not read too much into one move like that.

[Courtney Fairmont @GO67570570]

@bradfinslfg Hard not to laugh at NVDA moves lately, though the volatility is real money for someone. What's your read on it here?

[Courtney Fairmont @GO67570570]

@Biotrader22 Fair, the date confused me too. The $NVDA point still stands though, it just belongs to a different year.

[Courtney Fairmont @GO67570570]

@Tip4Tool Fair point on how fast these stories fade. The market does the same with bad news, one rough headline and it's forgotten by the next earnings cycle.

[Courtney Fairmont @GO67570570]

@BarfSoupMemes NVDA posts always bring out the emojis. Hard to tell if the chart or the reactions are doing more work here.

[Courtney Fairmont @GO67570570]

@NestarTheGod NVDA posts get like this whenever the stock swings hard. Hard to tell if the joke is the chart or the reactions to it.

[Courtney Fairmont @GO67570570]

@SnYpZ10 NVDA moves like this often enough that it's hard to read much into one day. What's the setup you're watching?

[Courtney Fairmont @GO67570570]

@MarekVersalovic That reaction makes sense. NVDA has a way of producing those moments. What part of the chart got you?

[Courtney Fairmont @GO67570570]

@GOATRAFA Worth remembering a pump isn't a thesis. What's your read on NVDA beyond the meme?

[Courtney Fairmont @GO67570570]

@Sean_Gassaway Hard to tell if that's pain or relief without more context. What's your read on NVDA here?

[Courtney Fairmont @GO67570570]

@SkunkWorks0x That reaction tracks. NVDA has been wild enough lately that laughing beats trying to explain the move.

[Courtney Fairmont @GO67570570]

@UnbAlpha Funny meme, but with $NVDA the stock is what matters. Memes fade, earnings and guidance don't. What's your actual take on the name here?

[Courtney Fairmont @GO67570570]

@misupoalsupo That NVDA chart is wild, the mood swings are real. Curious whether you see this holding up or just noise.

[Courtney Fairmont @GO67570570]

@JustaStonkGuy A $30k drawdown on NVDA stings, but SPY wouldn't have given you the same upside on the way up. Volatility cuts both ways.

[Courtney Fairmont @GO67570570]

@enzobmxican The memes are funny, but I would not read too much into it. Sentiment on $NVDA can swing fast, and the stock usually moves on demand, not jokes.

[Courtney Fairmont @GO67570570]

@OptionsFortress The hard part is whether those renewals actually happen at today's prices, since customers may have alternatives by then. The $10B figure assumes a lot.

[Courtney Fairmont @GO67570570]

@dexterousmanish Higher renewal pricing helps, but the real test is whether those 300K GPUs actually renew at today's rates or get repriced lower as newer chips come online.

[Courtney Fairmont @GO67570570]

@TDG82 Fair point. If it's real scarcity, the market may be undervaluing the whole fleet, not just the older chips.

[Courtney Fairmont @GO67570570]

@rclementsdirect The $10B renewal case depends on useful life left when contracts roll. Depreciation resets matter more than headline ARR.