NVIDIA
Designer of the GPUs that power most modern AI training and inference. Central to the AI compute supply chain, frequently cited in crypto news around AI-narrative tokens, decentralized GPU networks, and tokenized compute.
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美股是可以有邏輯的玩的，對我來說最受用的還是黃仁勳的「蛋糕理論」和 Leopald 的「瓶頸投資邏輯」 以這次的 GTC 2026 大會來說，這張圖有三大亮點 1. PC 晶片， Nvidia 將會自己出筆電，將自身晶片嵌入其中 相關公司：聯發科正經歷歷史上最大的潛在市場規模擴張 ✨其餘相關：華碩、微星、宏碁、Dell、HP、Lenovo 從 Layer 4 橫向擴張到消費端，Nvidia 將開始分食 Intel/AMD 經營三十年的市場 Leopold 的瓶頸投資理論：台積電 3nm 產能，台積電持續擴產，稼動率維持高檔 2. 新一代的超級電腦 Vera Rubin 問世，也是
🇺🇸 PRESIDENT TRUMP SAYS “STOCK MARKET IS DOING WELL” Here's what happened today: 1. Marvell $MRVL +32%, its BEST DAY EVER ($80B added), after Nvidia CEO Jensen Huang called it "the next trillion-dollar company." 2. OpenAI Codex tops 5M+ weekly users, ~20% now non-developers, expanding into equi
AI should be as accessible as possible. Great to see @nvidia and @Microsoft teaming up to put local AI right on their new laptops. Yes, local models are much smaller and not quite as capable as the frontier models most people are used to, but it's a step in the right direction toward making AI some
Premarket movers: Magnificent Seven are mixed (Meta +0.6%, Apple -0.2%, Alphabet -0.7%, Amazon -0.05%, Nvidia +0.3%, Microsoft +0.2%, Tesla -0.7%) Cognyte Software (CGNT) slumps 21% after the Israeli company posted disappointing first quarter earnings. GameStop (GME) is up 13% after the video ga
为什么我最终选择长期配置 S&P 500？ 很多人以为买 S&P 500 只是买美国股票。 其实不是。 你买的是美国最强大的生产力机器。 你持有的是： Apple 在全球卖 iPhone Microsoft 为数百万企业提供软件 NVIDIA 出售 AI 芯片 Amazon 运营电商和云计算 Meta Platforms 收割全球注意力 这些公司的收入来自全世界，而不仅仅来自美国。 ⸻ 投资最大的难题是什么？ 不是找到好公司。 而是在它伟大之前发现它。 1995 年： 没人知道 Google 会诞生。 没人知道 Apple 会王者归来。 没人知道 NVIDIA 会成
The biggest names in tech, led by Nvidia's Jensen Huang, descended on Computex in Taiwan to unveil the next generation of AI infrastructure and global hardware innovations. @EngleTV gives an inside look: https://t.co/nzQwLfOCcY https://t.co/tGeBCkThc4
. @RaoulGMI reveals the "universal code" he believes explains why Nvidia, AI, and crypto all keep winning "The entire universe, from atomic structure to solar system structure, converts units of energy into units of intelligence. We're part of that process. AI is part of that process. Blockchains a
中国学生用一张NVIDIA显卡搞了个AI交易员，现在全天候自动盯盘做市场研究 别人还在刷推看电报追新闻，他已经让AI把活儿全包了 最骚的是整套系统就靠桌边那台NVIDIA显卡在跑，连服务器都不用 #AI交易 #加密货币 #量化投资
Goldman Sachs Sees NVIDIA at $285: Can the Stock Get There in June?
Wow… new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidia’s optical infrastructure supply chains. Can anyone guess the name?