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
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. 💪
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…
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
@unusual_whales Every enterprise in the world literally can only get tokens from hyperscalers and neoclouds. BLURRY eats stupidity for breakfast, lunch, and dinner.
$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. 🚀
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.
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 & connectivity to power AI data centers
Jensen touch...plus 17% 😂