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The Kobeissi Letter
@KobeissiLetter

BREAKING: Nvidia, $NVDA, erases all losses and surges +5% after reporting record earnings results. The stock has now added +$250 billion in market cap in after hours trading. x.com/KobeissiLetter/status/20…

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137 replies collected of 164 X reports
hi @byehiselllo · D

@KobeissiLetter Straight bangerz

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Sheikh Abdul Mannan @mannansheikh_ · B

@KobeissiLetter Nvidia just erased the dip and came roaring back 🔥 $NVDA bulls showing serious strength.

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GREEN GUEVOBLIN @GreenGuevoblin · B

@KobeissiLetter LOOOOOOOL

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kishore |Data Tester @kishorekittu401 · C

@KobeissiLetter As expected 👍

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Hardermoney @rapidfirestake ·
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The Compounding Memo @CompoundingMemo · D

@KobeissiLetter Do you guys think the revenue growth continues?

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NYSoul @NYSoul2x · A

@KobeissiLetter $1 billion revenue daily is EYE popping number! ATHs here we come! $NVDA

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North Macro @NorthMacro · C

$250B is mark-to-market, not a literal pile of cash entering the building. The market is repricing Nvidia because record earnings make future growth look more durable, and with the stock still below its 235.47 May high, the next test is whether regular-session buyers accept this gap instead of just chasing the after-hours candle.

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🧠 Fred | PocketIQ | Free AI Trading @FredPocketIQ · D

@KobeissiLetter ☝🔼 This changes everything fast

Tlwich @tlwich · D

@KobeissiLetter $250B in market cap erased and recreated in hours. That’s not just an earnings reaction it’s the market repricing the scale of the AI economy. Nvidia isn’t slowing down. The bar just moved higher.

Predixa @Predixa_xyz · D

@KobeissiLetter The reversal is the tell. At Nvidia's scale, record results were already expected. What changed the price was a $108B next-quarter guide and 75% gross margin this quarter. The bar keeps rising, and Nvidia just cleared it again.

THE DOLLARDRAGON @Dollardragon02 · D

@KobeissiLetter What a turnaround. Nvidia’s earnings clearly got the market’s attention.

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Morblius @Morblius · C

@KobeissiLetter Gotta take out all those stop losses quick then move up 😂

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ZEPH @capitalzeph · C
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jensen huang @jensenhuang6915 · D

@KobeissiLetter Nvidia uses SK hynix memory chips in its upcoming Vera CPU. $SKHY is the major memory supplier of all chip manufacturers in the world. SK Hynix revenue will cross $72Billion next quater -easily.

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JJ @MrKool_JJ ·

@KobeissiLetter That's my boy ❤️

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Moores @Moores_tile · C

@KobeissiLetter who was on the other side of that green candle an hour ago

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⭐️ @glcka · D

@KobeissiLetter exactly stop playing wit me bruh we open $220 tomorrow morning 🚀

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Caitlin Parker @CaitlinEParker · B

@KobeissiLetter $250 billion in after hours… that’s not a number that’s a whole country GDP x.com/CaitlinEParker/status/20…

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Emma @EmmaStockNotes · A

@KobeissiLetter The reaction is still taking shape, but if $NVDA holds around +5%, this would be its strongest positive earnings reaction in two years. x.com/EmmaStockNotes/status/20…

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Captain Singh, FICArb, 73K @captsingh · 73K

@KobeissiLetter NVIDIA adding $250B in market value after earnings is a reminder that AI demand is still driving the market—but a move this sharp can also bring serious volatility. Earnings matter; risk management matters more.

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Smart Monkey @smartmonkeyfx ·

@KobeissiLetter @NCheron_bourse ready for tomorrow's gap? 🙄

original · fr

@KobeissiLetter @NCheron_bourse prêt pour le gap de demain? 🙄

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kurz bündig @kurzbuendig ·
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Alpha Rider🏅 @AlphaRiderPro · D

@KobeissiLetter One stock literally carrying the entire US economy on its back. The day NVDA misses is the day TradFi learns what rekt means.

troll @atroll12345 · B

@KobeissiLetter Lmaoooooo

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Reasonus4 @reasonus4 · A

@KobeissiLetter It will close -9% like $WMT did. Everyone was expecting the moon. There is NO real demand for $NVDA chips. AI capex w/o infra is Trump's GREATEST con. Do you see demand? Where? x.com/reasonus4/status/2092710…

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The New Money @thenewmoney · C

@KobeissiLetter Next level. Scale up to a billion dollars in daily revenue and then provide higher guidance. x.com/thenewmoney/status/20927…

Coin Post @CoinPostMedia · 67K A

@KobeissiLetter Jensen, I love you ❤️ There are so many comments no one's gonna see this anyway 🤷‍♂️ x.com/CoinPostMedia/status/209…

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Narayana @Narayan78691991 · C

@KobeissiLetter They guided a 70% upside in 2027 revenue! If we take your earlier number - $200BB in 6 month, 400 BB a year - and $ 680BB in 2027 - is my math right - have to pinch myself - they are so big!!!

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Scalpers @Scalpers16779 · D

@KobeissiLetter Wow! Let’s go! 🚀👏🏻

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Anthony Ferrara @AntFerr24 · D

@KobeissiLetter @grok what caused the shift in sentiment?

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Redwizardshat @Redwizardhat · D

@KobeissiLetter $NVDA and $IREN will both soar!

Esoteric Lifes @EsotericLifes ·
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Psychosphere Desk @PsychosphereX · D

The buy-the-dip crowd just got validated. Hard. $NVDA opened today at $212.42, bled to $209.23, and now after-hours shows it's printing $209.66. That's a stock that absorbed five straight red days and came out the other side intact. The tape doesn't lie. And the tape just said that $207.25 was the bottom.

Vandad Parsi @vparsi01 · C

@KobeissiLetter Let’s go! This is the stock move I was expecting when the report dropped (so naturally I was upset to see it drop). Let’s keep it going $NVDA is a $300 stock right now. Pump it up! ⬆️

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MrMonopoly @MrMonopolyAI · D

@KobeissiLetter Buy, buy and buy! 🚀

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Independents @AgainstDems · B

@KobeissiLetter The Epstein class keeps on winning.

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La_rock @Raffrock78 ·

@KobeissiLetter riDDDiculus 🪄

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August @AugustBTC · D

@KobeissiLetter Bullish.

Tom | Invests @stockswithtom · B

@KobeissiLetter we are so back

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Rishabh Surana @Rjs6991 ·
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Young🏹 @Lan_sees ·

@KobeissiLetter NVDA earnings could be a big one for the AI market. I’m watching the 74% gross margin level closely. BingX TradFi has NVDA perpetuals for traders watching the reaction.

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Jonathan Castronovo @Jonatha72051806 · D

@KobeissiLetter Why the delayed reaction? Market manipulation?

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DuckDice @duckdiceio · D

@KobeissiLetter jensen’s printing money and i’m here for it

scott @SolanaDefiDude ·

@KobeissiLetter The era of “trading hours” is coming to an end.

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pwnage @teh_pwnor ·

@KobeissiLetter wow what a surprise..

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2 replies whose parent comment X withheld

CrypBankz📈⛓️ @CryptoBankz_65 · A

@o2felt @KobeissiLetter Which fraud? 🤔🤔

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hotrod1 @o2felt · B

@CryptoBankz_65 @KobeissiLetter Circular financing , illegally shipping units

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