Ron Anray

[Sylent Capital @SylentTrade]

Bought 4mil worth of $NVDA just now. Easily headed back to $235 for a quick 500k flip.

[Midnight Capital @Midnight_Captl]

Takeaway’s from CFO Collette this morning $NVDA at BofA:

- NV is in a privileged position in the supply chain, being brought into new capacity conversations from the beginning across the supplier base

- Margins are expected to remain stable as far as the company can see. No deterioration on the horizon

- Demand outlook is extremely robust as AI monetization has exploded this year

- Collette specifically emphasized capital return to shareholders at the end, with special emphasis on dividend expansion, not just share buybacks. Hint at FCF % return going from 50>75% in the future

[Peter DiCarlo @pdicarlotrader]

Support held $NVDA

Bullish squeeze continues 🚀

[Ron Anray @richsoe85]

@BRICSinfo Raise your hand and celebrate the victory. Oopps you got no hands.

[TraderJonesy @TraderJonesy]

Unusual Flow Alert on $NVDA hitting again.

And many others also hitting.

Our whale just dropped another 3.73 million dollars on calls for 7/2.

And many others behind him. Equalling a total of 21 million calls being confirmed and bought.

I am still in NVDA calls. 💪

[Kalshi Finance @Kalshi_Finance]

JUST IN: Apple will use Google's Nvidia-powered chips

[Marcos Milla @MarcosMillaYT]

NVIDIA $NVDA is a $500 stock because of the demand from…

Companies like:
1) OpenAI
2) Anthropic
3) Amazon $AMZN
4) Microsoft $MSFT
5) Google $GOOG

NVIDIA is shipping 1,000 of their GB200 NVL72’s each week at $3 million per system…

[Ron Anray @richsoe85]

$NVDA $NVDL FCF is going from 50% to 75% and there are people still doubting NVDIA. Crazy.

[Midnight Capital @Midnight_Captl]

Takeaway’s from CFO Collette this morning $NVDA at BofA:

- NV is in a privileged position in the supply chain, being brought into new capacity conversations from the beginning across the supplier base

- Margins are expected to remain stable as far as the company can see. No deterioration on the horizon

- Demand outlook is extremely robust as AI monetization has exploded this year

- Collette specifically emphasized capital return to shareholders at the end, with special emphasis on dividend expansion, not just share buybacks. Hint at FCF % return going from 50>75% in the future

[Ron Anray @richsoe85]

@unusual_whales Every enterprise in the world literally can only get tokens from hyperscalers and neoclouds. BLURRY eats stupidity for breakfast, lunch, and dinner.

[CapitalFlow @CapitalFlowApp]

$NVDA WHALES ARE BACK!!!! As Nvidia continues riding an unprecedented wave of AI demand, traders just unleashed a barrage of call buying worth tens of millions. 🚀

[Barchart @Barchart]

Micron Insider Trading Alert 🚨

Chair & CEO Sanjay Mehrotra sold $38.4 million worth of $MU shares

[Ron Anray @richsoe85]

@StockOptionCole How about $ORCL?

[Ben Pouladian @benitoz]

Apple vs NVIDIA — capital return programs at kickoff.

Apple, 2012: reinstates a dividend after 17 years, a cautious $10B buyback, ~$45B over 3+ years. Activist-pressured, sitting on idle cash.

NVIDIA, 2026: ~$108B in year ONE. 55% of FCF. "To infinity & beyond."

Apple's entire original program < NVIDIA's first year.

[*Walter Bloomberg @DeItaone]

Rubio: The war in Iran is over

[Peter DiCarlo @pdicarlotrader]

Should be low of the day for $NVDA

[Sam Badawi @Sam_Badawi]

CATHIE WOOD BOUGHT $64M+ OF $NVDA TODAY 🤯

[Ron Anray @richsoe85]

@LegacySiu Figo Ronaldo

[Kalshi @Kalshi]

BREAKING: Markets price Nvidia less likely to default on debt than US government

[Whale Insider @WhaleInsider]

JUST IN: $NVDA CEO Jensen Huang says “We expect to return 50% or more of this year’s free cash flow to shareholders.”

[amit @amitisinvesting]

JENSEN AT COMPUTEX TAIPEI JUST NOW:

- Marvell will become the next trillion-dollar company

- Marvell and Nvidia are strengthening their partnership to expand critical networking &amp; connectivity to power AI data centers

Jensen touch...plus 17% 😂