Michael Deyo

NOT A DEMOCRAT. #MAGA #TEXIT #TRUMP2024. #Arizonaaudit #stolenelection totally a patriot and a life long Republican. NOT A RINO. HATE RINOS .#GREGABBOTT #NRA

[QC Capital @QC_Capitals]

Is $NVDA a $400 stock trading at $220?

[Ben Pouladian @benitoz]

Jensen says NVIDIA will return "50% or more of free cash flow... to infinity and beyond."

Here's what that actually means in dollars if you're the CFO:
• $108B → $179B returned a year
• Dividend growing ~35%/yr
• The $119B buyback authorization? ~1 year of fuel.

$NVDA

[Seer @seer_xyz]

Jensen can you do $NVDA next?

$MRVL

[CMS Invests @cmsinvests]

HE FREAKING DID IT AGAIN

$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY

IN 2025 HE CALLED:
$NBIS AT $20 → +1000%
$INTC AT $20 → +600%
$SNDK AT $270 → +500%

NOW HE’S PARTNERING WITH:
$INFQ AT $15

MAKE SURE YOU’RE FOLLOWING THE RIGHT ACCOUNTS TO NOT MISS OUT ON THE NEXT 10X

[MidnightMess @mdnghtmss]

🚨 $MSFT & $NVDA ARE GOING TO REINVENT THE PC! ��

ARE YOU LISTENING?

CEO OF @nvidia JENSEN HUANG with the keynote which reminds me of STEVE JOBS legendary: "TODAY, @Apple IS GOING TO REINVENT THE PHONE."

$MSFT at $450,24
$NVDA at $211,14

Anyone else gets this feeling that this will be a major shift in how we will see PCs in the future?!

are you buying or what's holding you back?

[Midnight Capital @Midnight_Captl]

$NVDA is the best Buy in the market right now imo and it’s not even close

You get insane growth, insane FCF / capital returns to shareholders, and Jensen Huang & Collette Kress, excellent forward visibility, and you’re getting all that for a fwd PE of 13

What’s better than that

[Manpreet Kailon @preetkailon]

Look at this.

World’s first NVIDIA Vera Rubin NVL72 rack.

Dell built it. Liquid cooled. 72 GPUs in one rack. Just delivered to CoreWeave.

People are still learning what Blackwell is this is already the next thing.

The GPU roadmap:
→ Volta
→ Ampere
→ Hopper
→ Blackwell
→ Vera Rubin ← this. right now.

Michael Dell didn’t post this from a press release.

He posted it from the data center floor.

It’s real. It’s shipping. The buildout isn’t slowing.

$NVDA $MU $SNDK $CRWV

[Anoy @Anoyroyc]

🚨 do you understand what NVIDIA just pulled off.. teasing the N1X since 2023.. ghosting Computex and CES.. while Intel and AMD thought they owned laptops..

NVIDIA wasn't making another graphics card.. they built a 6144 CUDA core chip that puts RTX 5070 graphics in your backpack..

Intel spent three years saying integrated graphics were "good enough".. AMD pushed APUs as mobile's future.. they carved up the market like it was settled..

meanwhile NVIDIA quietly solved laptop gaming's real problem.. heat and power.. the N1X runs at 45 watts without throttling..

the chip everyone called vaporware.. "canceled" twice.. just ended a decades-long duopoly with hardware that shouldn't exist..

Intel and AMD weren't competing with NVIDIA.. they were getting played.. for three years.. thinking they won a war that was already over..

the laptop you're reading this on is about to be obsolete

[Michael Deyo @MichaelDeyo7]

@WisemanCap All over the place today

[Michael Deyo @MichaelDeyo7]

@LightOnLiberty @FarmGirlCarrie I think Omar and Walt’s got it and sent it to Somalia

[Michael Deyo @MichaelDeyo7]

@The_AI_Investor So true.

[The Assembly @InTheAssembly]

Jensen Huang just said Nvidia has a surprise product they have not told anyone about yet.

A few possibilities:

[Michael Deyo @MichaelDeyo7]

@danielnewmanUV Lots of FUD

[Oli @OInvests]

No doubt..

$NVDA is a better opportunity than $AMD at current prices.

[💜Lettie langston💜 @lettie_langston]

Texas, get out and vote! Let's get Paxton elected!

[Charlie Bilello @charliebilello]

NVIDIA's net profit margin surged to 71% in the 1st quarter, a record high. $NVDA

“Profit margins are probably the most mean-reverting series in finance, and if profit margins don't mean revert, then something has gone badly wrong with capitalism. If high profits don't attract competition, there's something wrong with the system.” - Jeremy Grantham

[Michael Deyo @MichaelDeyo7]

@growthrapidly I added too

[tae kim @firstadopter]

Nvidia skeptics think this is bearish, when in reality it is insanely bullish $NVDA

[Michael Deyo @MichaelDeyo7]

@ScottPresler I voted Tuesday for Paxton.