🚨 THE 3 HIGHS FROM HELL ARE FORMING ON $NVDA RIGHT NOW This is literally mirroring, almost 1:1 what we saw during the peak of the Dot-Com bubble. Although, $NVDA is arguably more overvalued right now compared to then... If you hold Nvidia, this could be the playbook. Monitor it closely because if it happens.... It will happen very fast.

$NBIS fell 7.4% on Thursday, the day the FT reported OpenAI's annualized revenue at about $50B rather than the roughly $70B that had been going around. CNBC confirmed the $50B. One day earlier, Rosenblatt started covering Nebius at Buy with a $304 target. Nothing about Nebius changed between those two days. A customer's customer got re-counted. The gap is mostly a counting question. The $70B figure was a gross number that included sales through partners. The $50B is closer to what OpenAI keeps. Both numbers describe a company spending heavily on compute. I weigh what a supplier charges over what anyone projects. Nebius raised its on-demand GPU prices 17% to 21% from Oct 1, its second increase since May. You don't raise prices on customers twice in five months if the machines sit idle. The same week, Nebius's COO sold 500,000 shares through a preset plan, about half his stake, and Lambda, a private rival, was reported raising $4B ahead of an IPO. Plan sales tell me about someone's tax calendar. A rival raising $4B tells me the money still wants in. I own NBIS. It closed Friday at $221.07. What would change my mind is a price cut, not a revenue revision two steps down the chain.

Credo ($CRDO) is expected to experience explosive growth, with earnings per share rising from $0.31 in FY25 to $12.45 in FY29E. This represents nearly a 40-fold increase in EPS within just four years, making it one of the most explosive growth stories in the entire semiconductor industry!

Nokia Oyj $NOK is undergoing a strategic transformation, pivoting from traditional telecom equipment into high-speed optical networking and AI data center infrastructure. Demand for its proprietary optical and routing systems continues to accelerate, highlighted by record order intake from hyperscale cloud operators expanding their processing clusters. The company maintains a strong balance sheet with substantial net cash while trading at a forward valuation multiple that increasingly reflects high-performance optical networking peers. Strategic collaborations with technology leaders like NVIDIA further reinforce its competitive positioning in next-generation mobile networks and infrastructure. Will this ongoing pivot into AI infrastructure unlock sustained long-term value for shareholders?

🚨UPDATE: @nvidia is investing big in American science. The company has pledged $1 billion to support superintelligence and quantum computing research across the US, targeting breakthroughs in medicine, energy, and advanced materials. Nvidia's five-year commitment will support US research institutions, quantum computing development, and cloud providers working on government projects.

Makes sense why people always skate back to Apple, even if the Ai trade blows up - doesn’t impact Apple. All in on $AAPL ??

Anthropic is leading the top position on this IPO market on @Polymarket An market where you can predict which company will announce there IPO before 2027 Currently position is looking like this - Anthropic with 76% chance - Discord with 7% chance - Perplexity with 4% chance - Rippling with 4% chance - Revoult with 5% chance The tip is here: roumers are spreading anthropic is going to launch IPO in mid November it's just an roumer DYOR too

Same day, two very different AI valuations. Palantir closed at a record $209.05 on Friday, pushing its market cap past $500B. It has guided Q3 revenue to about $2.16B. Firmus, the Nvidia-backed AI data-center builder, pulled its Australian IPO: • asked about A$44B (~US$30.6B), nearly 3x its August private round • about A$50M of revenue last financial year • 46 MW live, 865 MW under development • a reported price cut from A$11 to A$8.25 didn't save it Public markets will still pay up for AI. They want revenue in the room, not just megawatts in the pipeline.