NVDA
NVIDIA Corp.Who's tracking it
People we track who have mentioned this stock — their take and the move.
This post recaps the combined 2026 capex guidance of AMZN, META, GOOGL, and MSFT reaching
The author uses NVDA as a prime example of a company that has benefited from massive capex flows into AI compute, implying continued strength in its bottleneck position as GPU supplier amid hyperscaler compute shortages.
Source: X / @aleabitoreddit ↗FormFactor's earnings call shows CPO (co-packaged optics) revenue accelerating: systems re
The CPO chips flowing through TSMC are likely mapped to Nvidia's CPO products. Rapid CPO growth suggests early adoption in Nvidia's infrastructure, but no direct revenue mention.
Source: X / @aleabitoreddit ↗Microsoft and Meta earnings calls indicate sustained AI capex with compute scarcity across
Microsoft will deploy next-gen rack-scale AI infrastructure based on NVDA Vera Rubin.
Source: X / @aleabitoreddit ↗The author discusses recent advancements in generative AI, specifically around large langu
NVIDIA's GPUs are essential for training and running large AI models, giving them a dominant market position with high switching costs.
Source: X / @elonmusk ↗The linked article discusses the growing potential of AI-powered robotics, particularly hi
The article positions Nvidia as a key enabler in AI robotics, providing the computing power and platforms that are central to the development of next-generation automation. This suggests strong demand and a dominant market position.
Source: X / @elonmusk ↗The author defends long-term investment theses for $AAOI, $SIVE, and $NVDA, arguing that t
The author notes $NVDA is leading the architecture shift in the CPO sector, implying long-term demand for its products.
Source: X / @aleabitoreddit ↗The linked content discusses advanced AI chip technology and its supply chain constraints,
Author emphasizes NVDA's stronghold in AI chips due to proprietary architecture and ecosystem, with supply chain moats.
Source: X / @elonmusk ↗The author highlights growing competition in the AI chip space, with AMD gaining ground on
Despite dominance, AMD's competitive moves could erode Nvidia's market share over time; author notes ecosystem as a key moat.
Source: X / @elonmusk ↗Jensen Huang addresses NVDA delay rumors, confirms no delays, dismisses competition fears,
CEO denies all delay rumors, states Rubin Ultra on track for next year, and refutes ASIC market share loss with a concrete example of a frontier lab shifting 50% compute load to Nvidia.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
DeepSeek and Zhipu developing custom ASICs to bypass NVIDIA, though expected.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
Conference with NTT on July 24 to discuss CPO strategies, indicating active engagement in next-gen interconnect.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
Custom ASICs by DeepSeek and Zhipu to bypass NVIDIA.
Source: X / @aleabitoreddit ↗A social media trend of bearish campaigns targeting large-cap companies like NVDA and TSM
Targeted by bearish social media campaigns that blow technical details out of proportion, damaging sentiment regardless of company response.
Source: X / @aleabitoreddit ↗The post discusses the potential impact of a new technology on the semiconductor industry,
The author emphasizes NVIDIA's dominant position in AI chips and its ability to benefit from increased demand due to new technology.
Source: X / @elonmusk ↗The article discusses how TSMC's 3nm process technology is a critical bottleneck for the e
NVIDIA is a major customer of TSMC's 3nm for its next-gen AI GPUs, benefiting from the advanced node for performance and power efficiency.
Source: X / @elonmusk ↗The author criticizes a recent thematic selloff driven by overstated concerns over Meta's
Nvidia refuted two reports of CPO delays, indicating underlying strength; author expects institutional accumulation.
Source: X / @aleabitoreddit ↗NVIDIA refutes recent claims about Kyber delays, stating their roadmap is intact, though t
NVIDIA explicitly refutes claims of delays, stating roadmap is intact, which counters bearish sentiment and may restore confidence.
Source: X / @aleabitoreddit ↗Kelper upgrades XFAB to Buy, citing strong Melexis demand, AI-driven growth in SiC/GaN/pho
Cited as a potential key driver for XFAB's photonics growth via photonixfab, unpriced long-term vector.
Source: X / @aleabitoreddit ↗The linked tweet notes a strategic partnership between Nvidia and Taiwan Semiconductor Man
Partnership with TSMC strengthens Nvidia's access to advanced packaging, critical for next-gen AI chip production and competitive positioning.
Source: X / @realDonaldTrump ↗GM lays off 1,000 workers and plans to replace them with 50 robots; also negotiating with
GM is working on a deal with Nvidia for factory robotics, providing industry validation and a potential growth catalyst for Nvidia in the robotics sector.
Source: X / @aleabitoreddit ↗The linked tweet discusses the impact of Nvidia's GPU supply on AI startups, suggesting a
Nvidia's GPUs are in high demand and supply-constrained, driving pricing power and revenue growth.
Source: X / @elonmusk ↗The author expresses strong conviction in specific tickers based on structural advantages
Nvidia dominates AI chip market with CUDA software moat.
Source: X / @elonmusk ↗The author argues that DeepSeek's AI models pose a serious threat to US tech dominance, po
DeepSeek's AI models challenge the narrative and demand for Nvidia's high-cost chips, potentially harming Nvidia's growth amid the ongoing AI boom.
Source: X / @elonmusk ↗The author criticizes Bloomberg for echoing BofA's March KOSPI report and framing $TSM and
The author defends $NVDA's upstream supply chain from bubble accusations, suggesting strength in its ecosystem.
Source: X / @aleabitoreddit ↗The author discusses the significance of NVIDIA's upcoming earnings report and its potenti
The author emphasizes NVIDIA's strong market position and the high expectations for its earnings, suggesting positive growth prospects.
Source: X / @elonmusk ↗Mizuho Research sees no delays in CPO or 800V DC, raises optical engine projections due to
Revised up optical engine projections directly due to NVDA demand ramp.
Source: X / @aleabitoreddit ↗The author predicts that AI will reach Stockfish-like mastery in coding and generalized co
Nvidia's GPUs power the majority of AI training and inference; advancements in AI capabilities drive demand for its hardware.
Source: X / @elonmusk ↗The author believes AI is as disruptive as the agricultural or industrial revolution and e
Mentioned in context of circular valuations with Neocloud GPU agreements; bubble may pop like MSFT-OpenAI.
Source: X / @aleabitoreddit ↗Nvidia and Google are accelerating the adoption of 800V DC technology, pulling the timelin
Nvidia's Vera Rubin platform is cited as one of the first adopters of the accelerated 800V DC technology, implying strong demand for their AI data center products.
Source: X / @aleabitoreddit ↗The author expresses optimism about deepening an existing partnership with NVIDIA.
The author's explicit mention of 'taking partnership to the next-level' implies strong collaboration and potential business growth, which may benefit NVIDIA.
Source: X / @elonmusk ↗The author discusses their investment theme of backing NVDA and strengthening its supply c
The author explicitly calls NVDA 'America's national champion in AI' and advocates investing in it and its supply chain.
Source: X / @aleabitoreddit ↗The author discusses potential investment opportunities in the robotics and AI sectors, hi
The author mentions NVIDIA as a key player in providing chips for AI and robotics, suggesting strong demand for its products.
Source: X / @elonmusk ↗Morgan Stanley denies reports that Nvidia's 800V DC product has been delayed, calling the
Morgan Stanley refutes delay reports, suggesting market overreaction; firm's own checks at Computex contradict bearish claims.
Source: X / @aleabitoreddit ↗The post begins with Nvidia as a $5T company, focusing on a forced shift to 800V DC and co
Executives bullish on CPO and accelerating timelines, countering analyst skepticism. The market selloff is framed as an overreaction.
Source: X / @aleabitoreddit ↗Lumentum management reaffirmed its CPO scale-up timeline at a Mizuho conference, with init
SVP confirmed CPO mass production timeline of H2 2026 with no delays, indicating strong internal alignment and confidence in the technology's readiness and market demand.
Source: X / @aleabitoreddit ↗NVIDIA's networking SVP refutes analyst reports of CPO delays, confirms H2 2026 mass produ
Author explicitly reiterates bullishness on CPO alongside NVIDIA, citing executive denial of delays and strong internal enthusiasm for near and long term.
Source: X / @aleabitoreddit ↗Industry sources indicate CPO scale-out is ahead of schedule, with Foxconn units and optic
Foxconn is shipping early and NVDA's networking SVP confirms CPO ramp in H2 this year, indicating strong demand and production readiness for CPO.
Source: X / @aleabitoreddit ↗NVDA CEO highlights Silicon Photonics with memory, implying massive supply needs; bullish
CEO calls out silicon photonics with memory and states Nvidia will require 'supply volumes beyond imagination', indicating strong demand.
Source: X / @aleabitoreddit ↗NVIDIA CEO warns memory shortage will persist for years due to AI infrastructure demand; t
Memory shortage warning highlights demand strength but also potential supply constraints for NVIDIA's GPU production; no explicit bullish/bearish stance from author.
Source: X / @aleabitoreddit ↗The author speculates that X-Fab could become the next Tower Semiconductor, benefiting fro
Nvidia is mentioned as evaluating X-Fab's technology for transceivers/switches. The author implies Nvidia has an incentive to diversify geographically (Europe) for regulatory reasons, but no firm commitment. This is speculative observation, not a strong signal for NVDA itself.
Source: X / @aleabitoreddit ↗The author jokes about market corrections, dismisses media narratives around chip stocks,
Mentioned as a leader in the correction, but author dismisses negative narratives and implies intact AI buildout.
Source: X / @aleabitoreddit ↗
