NVDA

$NVDA up ~5% and the market may finally be realizing something: Nvidia isn’t just building for data centers anymore. RTX Spark feels like the real start of the AI-native PC era. A Grace–Blackwell + $ARM superchip combining CPU, RTX GPU, Tensor Cores, unified memory, and the CUDA / RTX stack into one Windows AI system. What stands out? Local LLM agents, AAA gaming, heavy creative workloads — all on portable devices. And with $MSFT adding native AI agent controls + security, this looks bigger than a hardware cycle. The TAM story may be expanding again.

The next phase of AI infrastructure is increasingly about power management, not just computing power. $FLNC surged 52% after partnering with $NVDA on a reference architecture for Vera Rubin NVL72 AI data centers. The design integrates Fluence's battery storage technology to provide grid stability, backup power, demand response, and AI load balancing for a 136MW facility supporting approximately 100MW of IT capacity. As AI data centers continue to scale, energy storage, power reliability, and grid optimization are becoming critical components of the broader AI infrastructure buildout.

$NVDA rerated to $300 this summer?

Hey! I thought the chip-ban was supposed to slow down China…? Just woke up and now Deepseek has its V4-Pro & V4-Flash series and Huawei has the Ascend AI chip with self-built infrastructurE!! is it just me and my imagination?? Or is it the chip-ban?? LOL..their fast phase self-sufficiency is giving us a global shock..gotta loosen the belt for H200 it’s built to show a global performance and add upside to $NVDA and US influence..

$DJT $MU $NVDA $QQQ $SPY Naked shaker sellers and then posting negative stuff should be punished. Naked short selling should be not allowed and maybe Trump will deal with it.

Spent some time digging deeper into the AI chain lately. The more I look, the more I think $RDDT may be one of the underappreciated names — especially as $NVDA and Microsoft push the AI PC ecosystem forward. Also revisited Larry Ellison’s comments on data and what they could mean for a group of stocks. Plus a company with a major robotics angle, portfolio thoughts, and a few themes I’m watching closely. Markets usually price narratives first… results later.

AI infrastructure stocks saw $377B flow in a single session. $NVDA +6.2% $MU +6.5% $DELL +10.8% $SNDK +3.7% $WDC +3.7% These companies supply the core hardware powering AI: chips, memory, servers, and storage. Data center demand is outstripping supply. • $DELL booked $24.4B in new AI server orders in one quarter • $MU is sold out through 2026 • $SNDK and $WDC are top suppliers of NAND flash for AI storage The market is repricing the entire AI hardware supply chain simultaneously.

$CRWV is showing an improving technical setup with a constructive chart structure, but buying volume remains limited. A confirmed bottom has not formed yet. Volume expansion will be key to validating the move.$NVDA and Jane Street are equity investors in $CRWV.