JBmicro Edge

Options | Real Estate | Investing l Chasing returns l Catching peace

[JBmicro Edge @jb_micro]

@market_sleuth Never 🙏🏼

[JBmicro Edge @jb_micro]

@Midnight_Captl @FundaAI Did you exit your nvda calls?

[JBmicro Edge @jb_micro]

$NVDA Break even exit. July is going to be volatile also. Size down and take profits quickly.

[NVIDIA @nvidia]

NVIDIA inference software keeps driving down token costs, long after AI infrastructure is deployed. ⚡

In just one month on NVIDIA Blackwell, software optimizations improved DeepSeek V4 performance by up to 5×, reducing token costs to roughly one-fifth of previous levels. NVIDIA's integrated inference software stack compounds improvements across runtimes, kernels, networking, and hardware, delivering up to 20× higher throughput on the same GPU.

Co-designed with NVIDIA GPUs, CPUs, networking, and systems, and powered by CUDA-native open source frameworks, NVIDIA's inference software stack ensures new model breakthroughs and optimizations run on NVIDIA from day zero, and keep improving throughput and lowering cost after deployment.

See how @Baseten, @Cognition, @DeepInfra, @togethercompute, and @Cursor_ai are turning continuous software innovation into lower cost per token: https://t.co/jQquhFMR2m

[JBmicro Edge @jb_micro]

$META Took a small profit. $NVDA Looking to hop back in at key support.

[JBmicro Edge @jb_micro]

$META Back to 600 before the next dip.

[JBmicro Edge @jb_micro]

@RoKhannaTracker @RichardGrenell Pure scumbag

[JBmicro Edge @jb_micro]

@ardizor Cool story

[JBmicro Edge @jb_micro]

$META Advertising engine still firing + heavy AI investment (efficiency + new products like Llama). Strong free cash flow and buybacks. Relatively reasonable valuation vs. hardware-heavy AI names.

[JBmicro Edge @jb_micro]

Here are my top 5 stocks and why:

$NVDA Dominant AI GPU leader with unmatched moat (CUDA + ecosystem). Recent pullback from ~$235 highs to ~$210 creates better entry after May peak. AI capex cycle has multi-year runway.

[JBmicro Edge @jb_micro]

$MSFT Azure AI/cloud growth + OpenAI tie-in + diversified high-quality business (productivity, gaming, etc.). More “defensive growth” profile with recurring revenue and fortress balance sheet.

[JBmicro Edge @jb_micro]

@AdamWTrades Everything is life has a PRICE. Any decision/action you make has a PRICE. If trading was easy everyone will be rich. You have to pay the PRICE before you see success.

[JBmicro Edge @jb_micro]

$NVDA Heading back to $200 critical level again. Cautiously watching this level.

[JBmicro Edge @jb_micro]

@milkyfilky 🤣

[JBmicro Edge @jb_micro]

$META Could retest 550s. Will start adding to calls below 570.

[JBmicro Edge @jb_micro]

Im the best trader with least followers. Free knowledge!!

[JBmicro Edge @jb_micro]

Stocks I am watching closely for entries $PLTR $META $SPCX $TSLA $NVDA

$PLTR heavy volume push above resistance yesterday.