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@KobeissiLetter How can they keep this going ?

@KobeissiLetter Jensen got monies

@KobeissiLetter x.com/H_R_Matter/status/209270…

@KobeissiLetter But yet the stock is down after hours

@KobeissiLetter Nvidia for the win!!! Yet the stock keeps crashing

@KobeissiLetter Those numbers are hard to ignore. AI’s impact on the tech industry continues to be massive.

A $108B quarter with China data-center compute set at zero means the non-China AI buildout is doing the heavy lifting by itself. That matters because this stops being just a “sell more chips” story and becomes an infrastructure cycle: hyperscalers, power, networking, memory, cooling, the whole stack. The next debate is how long customer capex can keep compounding before someone blinks.

@KobeissiLetter Oooooh~~~ $NVDA stock after earnings and trading afterhours is active AF, it recovered from $203 to $207 range afterhours. Things could get spicy and tricky tomorrow, either way. Feels like a great 1-2 days of buying opportunity this week.

@KobeissiLetter 🔼 Optimize.

@KobeissiLetter x.com/xcvvcxxv/status/20927114…

@KobeissiLetter Just getting started

@KobeissiLetter excellent

@KobeissiLetter Bubble.

@KobeissiLetter x.com/zoeken00/status/20927115…

@KobeissiLetter I 10000% agree! To the moon!

@KobeissiLetter As the stock tanks, thanks to trumps fraud fucking markets

@KobeissiLetter Please discount (circular) sales funded with own FCF

@KobeissiLetter Excluding China compute shows Western hyperscaler demand is absorbs literally everything Nvidia builds. T

@KobeissiLetter And stock is down - market is a joke

@KobeissiLetter x.com/Defund_IRS/status/209271…

@KobeissiLetter AI is finally dead.

@KobeissiLetter why stock is falling now????

@KobeissiLetter x.com/Don_Slivovic/status/2092…

@KobeissiLetter And the disconnect continues for the one of the best AI values in the market $NVDA. Shoot, I guess whenever $NVDA has good news from now on, the play is to just buy $AMD.

@KobeissiLetter Really like this approach. Clear thinking and good context go a long way. Also keeping an eye on @GwenPoth’s updates.

@KobeissiLetter $NVDA PE percentile is a 3. It's very cheap. x.com/oversold_/status/2092711…

@KobeissiLetter It's a just matter of time for the AI naysayers and doomers to cave and realize the tech revolution they have missed. When China revenue is realized we are going next level.

@KobeissiLetter 195 we getting bags

@KobeissiLetter The amount of money made here is actually wild.

@KobeissiLetter Guiding $108B in a single quarter while completely zeroing out China data center revenue says everything. The global demand for physical AI infrastructure is absorbing every bit of capacity as Vera Rubin ramps. $NVDA = Absolute execution machine.

@KobeissiLetter And it goes red for the 6th report in a row 💀

@KobeissiLetter Every 100,000 H200s shipped to China could add roughly $3 billion of revenue, which gives the zero assumption some scale.

@KobeissiLetter But still the stock price is falling, uh?!🤔. I guess that so much money is spooking Wall Street. 🤔

@KobeissiLetter $NVDA has saved the market again x.com/TheStockUp_/status/20927…

@KobeissiLetter $108B next quarter with no China data-center revenue baked in is ridiculous. The crazy part is Nvidia now has to put up numbers like

@KobeissiLetter And the stock is down? Why? PE and forward PE is so low as well. None of this makes sense

@KobeissiLetter banning the biggest customer is apparently just the bizarre catalyst we needed for a five trillion dollar monopoly to print pure money

@KobeissiLetter Fly by December Never pay earnings

@KobeissiLetter 🧐

@KobeissiLetter Zero from China and still $108B for one quarter… and the stock is down Markets are something else

@KobeissiLetter Impressive! Without words! 👏🏻👍🏻🚀

@KobeissiLetter AGENTS DID IT AGAIN x.com/_openstocks/status/20927…

@KobeissiLetter That's until the flood of semiconductors is coming out of everyone's ears, and customers will reduce or stop buying them

@KobeissiLetter How long Nvidia can sell GPUs made by TSMC at 75% profit margin? 4x the cost. The customers only buy with money Nvidia's investors give them to finance. A vicious loop.

@KobeissiLetter Yet, the thieving Wall Street fuckery continues, as they try hard and crash it, Evan after such great numbers. Fucking thieves.

@KobeissiLetter Very impressive! x.com/BP_EUR/status/2092713068…

@KobeissiLetter Nvidia beats earnings -> stock goes down Meta pays $17B settlement -> stock goes up x.com/Globalcoinrsrch/status/2…

@KobeissiLetter I could also be worth 5 trillion if my aunt paid me in exchange for me giving her money and her paying me back, and so on. In fact, I could be worth whatever I want... It's FRAUD

@KobeissiLetter Nvidia's $108B Q3 guide already assumes zero China data-center revenue, so sustained export curbs would simply maintain rather than further reduce the implied run rate.

@KobeissiLetter You cant ignore a company like $NVDA ✅