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T KobeissiLetter
The Kobeissi Letter
@KobeissiLetter

BREAKING: Nvidia stock, $NVDA, extends gains to over +8% after posting record quarterly earnings results. The stock has now added over +$400 BILLION in market cap since reporting earnings. x.com/KobeissiLetter/status/20…

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18 replies collected of 59 X reports
B bunmightojo
BunmiⓂ️ @bunmightojo · 11K D

@KobeissiLetter True power means finishing your weekly corporate tasks without losing your inner peace. Tap the link to view a highly relatable reality check on my feed: x.com/i/status/209286932657962…

S IPOAnalysis_
Sujon Palit @IPOAnalysis_ · C
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S IPOAnalysis_
Sujon Palit @IPOAnalysis_ · C
J Jimbo_Finance
Jimbo Finance @Jimbo_Finance · B

@KobeissiLetter NVDIA to the moon!!

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

@KobeissiLetter ☝️ Others just keep watching

S IPOAnalysis_
Sujon Palit @IPOAnalysis_ · C
S IPOAnalysis_
Sujon Palit @IPOAnalysis_ · C
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S IPOAnalysis_
Sujon Palit @IPOAnalysis_ · C
A AssetMarketCap
AssetMarketCap @AssetMarketCap · 18K D

@KobeissiLetter Looks like Nvidia is on a winning streak, proof that hard work pays off, even in the stock market. Here's to the power of innovation!

P Predixa_xyz
Predixa @Predixa_xyz · D

@KobeissiLetter The +8% move is the headline. The real prediction is whether AI demand can keep outrunning expectations after the bar just moved higher again. At this valuation, good results are not enough. The market needs another surprise.

A azrael_options
Azraël @azrael_options · D

@KobeissiLetter $NVDA ripping this hard off earnings leaves dealers short gamma into the close. If spot stalls near the highs, those same dealers start selling calls and the bid thins out fast.

G MarketCapGuy
Geoff B @MarketCapGuy · 13K D

@KobeissiLetter Looks like Nvidia is proving that good news can be quite the windfall. The market certainly knows how to reward success with open arms.

L LLuciano_BTC
Lucky @LLuciano_BTC · 2M A
F FootnoteReader
Footnote Reader @FootnoteReader ·

Record print — but read it as the supply side cashing in on capex already committed, not proof of adoption. Hyperscaler + lab spend (OpenAI's $665B off-balance commitments, et al.) hit Nvidia's order book 2-4 quarters ago. The open question was never demand; it's monetization. Earnings confirm the spending wave is real — they don't close the gap between capex and realized ROI that decides whether this is investment or malinvestment.

F TheFrankzy
frankzy @TheFrankzy · D

@KobeissiLetter Jensen Huang, the janitor, the secretary and everyone else at $NVDA headquarter right now! x.com/TheFrankzy/status/209290…

N nguyennhatcz
Nhat capital @nguyennhatcz · D

@KobeissiLetter Crazy gains makes me want chips

R RohanTResearch
Rohan Tantia @RohanTResearch · D

@KobeissiLetter AI infrastructure spending is still translating into real, explosive revenue growth.

G GaryTurkCalif
Gary Turk @GaryTurkCalif · C