Latest Activity
How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era
- Bernstein's Stacy Rasgon downgraded Nvidia on key-man risk plus open government investigations
- Direct China sales are only about 8% of revenue; smuggling exposure sits in the Taiwan customer bloc
- Broadcom guides data-center revenue to $115B in 2027 and $230B in 2028; AMD GPU sales nearly tripling toward low $40B
- Earnings preview: interim CEO Colette Kress faces questions on talent retention and vendor financing
A sell-side analyst who covered this name through the whole run just pulled his buy rating, and his reasoning centers on who signs off on the next architecture bet. He frames Broadcom's data-center ramp and AMD's GPU trajectory as real share, with OpenAI, Meta and Google TPUs already spreading orders around. Next week's earnings report has to be flawless.
Mad Money: Wall Street Jargon, Cyclicals, GARP & Corrections 11/13/26
- Cramer defines cyclicals as economy-dependent: miners like BHP, autos, homebuilders, commodity chemicals
- Secular growers are the recession-proof side: Procter & Gamble, General Mills, Pfizer, Merck, Eli Lilly
- He flags GLP-1 drugs as the one threat to the eat-and-drink-forever staples thesis
- Caller advice: 70% stocks even for older investors, and ease idle IRA cash in one-twelfth a month
The practical call is positioning: own more cyclicals when business is booming and lean on staples and drugmakers when growth rolls over. Cramer says sector membership now drives well over half of a stock's move thanks to sector ETFs, so being in the wrong camp costs you even when the company executes.
Inside Jensen Huang’s Final Hours as Nvidia CEO
- Ian King: board had no choice once the affair involved an employee; only one sell rating remains on Nvidia</list-item>
- Arm CEO Rene Haas floated as a successor; CFO Colette Kress and team holding things together for now
- Seoul bureau: Samsung and SK Hynix relationships ran through Huang, and they are half the Kospi
- Joe Wiesenthal on Mega Speed, neocloud GPU access, and the unwritten rules on Chinese firms renting chips abroad
The bull case now rests entirely on Nvidia's engineers rather than its frontman: reporters argue the chips, CUDA and the customer queue outlast Huang, while analysts have yet to downgrade. The open risk is relational, since supplier ties in Korea and Taiwan were personal, and Washington scrutiny of chips reaching Chinese users through offshore neoclouds is only starting.
Can AI Chip Demand Outrun the Power Crunch?
- Morgan Stanley lifts its US data center power shortfall from 30 gigawatts to the mid-30s through 2028 after Texas and Ohio governor races
- Stephen Byrd calls it a delay, not a cancellation, with 2029 deployment much larger and grid optimization dismissed as hype
- Offsets cited: off-grid builds, Louisiana, and Asia, including Google's recent Malaysia deal
- Joe Moore says 2027 chip supply is tightening, memory is hyperscalers' top bottleneck, and stocks wrongly price a 2028 slowdown
The power bottleneck that spooked AI investors is being reframed as a timing issue: delayed gigawatts push deployment into 2029 and stretch the cycle, while Alphabet's Malaysia deal gets named as exactly the workaround that keeps chip demand intact. Moore's call is that the market has already priced a 2028 rollover that he does not see coming.
Instant Reaction: Nvidia CEO Jensen Huang Ousted by Nvidia Board
- CFO Colette Kress named interim chief, with Bloomberg Intelligence expecting her to hold the job one to two quarters
- Mandeep Singh: no successor easily replicates Huang's ecosystem deal-making or TSMC and supply chain ties
- CUDA creator Ian Buck floated as the leading internal candidate given Nvidia's six-month chip cadence
- Anurag Rana ranks the AI chip race Nvidia first, then Google, Amazon, Microsoft, with the gap now easier to close
The succession question is no longer hypothetical, and the analyst read is that an interim CFO running the company buys hyperscalers time to push their own silicon. If you own Nvidia for its ecosystem lock-in, a leadership vacuum is now testing that moat. The Tim Cook comparison came up, and nobody on the panel treated it as settled.
With some sectors sitting nearly 20% below their peaks, HSBC is telling clients to buy the damage, and Alphabet and Applied Materials head its list of 11 Buy-rated names.
HSBC: “DON'T WASTE A GOOD SELL-OFF” — 11 STOCKS TO BUY HSBC says the market correction is overdone, with tech and industrial stocks down 8–9% over three months and some sectors nearly 20% below their peaks. HSBC's 11 Buy-rated picks: $GOOGL — Alphabet $AMAT — Applied Materials
- Replies23
- Reposts26
- Likes150
Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO
- Anthropic's deal: up to $90.4B raised, $70-$78 range, Nvidia in for a $10B private placement
- Retail expected to take 15-20% of the deal; Dario Amodei and Jamie Dimon to headline an IPO livestream
- Deutsche Bank's Matt Luzzetti now sees three more 25bp Fed hikes after hot CPI
- WEX CEO: fuel prices up 43% year over year, AI-driven fraud attempts up 12x since 2022
Nvidia is writing a $10 billion check into the first frontier AI lab to go public while its own board hires outside counsel for a probe, and JPMorgan is fronting the roadshow stage. Deutsche Bank is now calling for hikes in December, January and March, which is the opposite of what this IPO's pricing assumes.
Freedom vs. Safety: Axon CEO Rick Smith on the Future of Policing
- Rick Smith retraces Axon's near-bankruptcy, dot-com IPO at a $12M valuation, short attack and SEC probe
- Pivot from hardware to cloud software after Ferguson; body cams now handle more daily video uploads than YouTube
- Axon is now Skydio's largest investor with nearly half the company, locking up public-safety drones
- Taser-equipped drone program defended after ethics board resignations; hard limits on autonomous lethal force
The Skydio stake points to where the next leg of growth comes from: drones and robotics sold into the same police agencies already paying for cloud video. Smith frames regulation as guardrails, which matters for a business whose contracts live or die on public sentiment after the ethics board walkouts.
Two new TPUs aimed at Nvidia accelerators put another hyperscaler on the in-house silicon path, right as Amazon pushes its own chips. Alphabet gets the upside, Nvidia gets a second giant customer designing around it.
JUST IN: Google launches 2 new TPU chips to serve as Nvidia alternatives
- Replies17
- Reposts13
- Likes241
GOOGL Coverage
He Thinks His $200,000 S&P 500 401(k) Spreads His AI Risk. Two Alphabet Share Classes Put $10,380 in One Company. A 20% Drop Could Cost Him $2,076
He bought an S&P 500 index fund to avoid betting on any single AI winner. One quirk in how the fund lists its holdings means he may be carrying far more risk…
Anthropic’s $1.4 Trillion IPO Is Nov. 19. U.S. AI Giants Are Trouncing China 10-to-1
A $105 Billion to $11 Billion AI Revenue Gap America’s two leading AI labs now bring in $105 billion a year in annualized revenue. China’s six top AI companies bring in about…
AMD Just Beat Nvidia by the Widest Margin Since 1999
One chipmaker posted record results and landed marquee cloud customers. Its biggest rival lost its CEO and stumbled again. The week produced a split no one has seen in 27 years, and…
Harvard Cut Nvidia by a Third and Bought AMD
Harvard's endowment rotated inside AI chips just before a brutal selloff hit one of them. Since then, the two stocks have moved very differently, and a closer look at the filing shows…
SpaceX Hollows Out Its AI Video Division. Elon Musk Now Has Different Priorities
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) has reportedly cut most of the team behind its AI video generator. The Information reported on November 13 that SpaceX’s artificial intelligence division laid off approximately…
Marvell Is Still Up 81% This Year. Can MRVL Stock Hit $300 by 2029?
A hard autumn for chip stocks hasn’t erased one of the sector’s standout gains of the year. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is up 81% year to date (YTD)…
Microsoft Goes Ex-Dividend Nov 19. Here’s What Backs the $0.98 Payout
Microsoft keeps raising its dividend while pouring cash into AI data centers at a record pace. Can shareholder payouts survive a spending race that now rivals the company's free cash flow?
Hyperscalers Are About to Lean Into Broadcom Now That Nvidia Faces Serious Heat in The $160s
When a frontier AI lab decides a GPU costs too much, one chip designer tends to get the call. Our author keeps buying it, yet one customer risk still worries him every…
Google’s Co-Founder Is Cashing Out Another $148 Million
Three trusts tied to Larry Page filed to sell again, right as Alphabet struggles to hold $300 after a brutal earnings drop. Does a preset schedule matter, or is something bigger weighing…
Microsoft Just Overtook NVIDIA. Our Model Sees $650+
Microsoft just edged past NVIDIA in market value by a margin that could vanish in one session. The cloud numbers behind the stock, and the spending that could undercut them, tell a…
This Magnificent Seven Stock Could Be Headed for a Major Breakout
Anthropic's new Office rivals rattled Microsoft shares, yet Azure demand still outruns supply. Weigh the AI spending risks against the bull case to see why our model sees far more room to…
What You’ll Actually Own If You Buy Into the Anthropic IPO
Anthropic shares come with a capped vote, a trust that picks the board, and a single share that outvotes everyone else. Before you chase the ticker, find out what your money actually…
Bill Ackman Explicitly Avoids Micron’s Volatile Cash Flows Focusing Here Instead
Ackman passed on Micron's boom-and-bust memory cycle and bought a stock he calls predictable. But a spending surge is straining that promise, and the shares still lag the market. Can the cash…
Alphabet Climbs 3% as NVIDIA’s Leadership Shake-Up Puts Google’s AI Chips in the Spotlight; Microsoft Gains 2%, Amazon Ticks Up
A sudden leadership change at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has investors considering whether rival AI chips could win more attention from the biggest cloud buyers. Alphabet (NASDAQ:GOOGL) stock is at…
Wall Street Models Lag Structural Reality, Prompting Me To Add an ‘Overvalued’ Apple
Apple trades above every analyst target on the Street, yet one investor keeps buying after each earnings report. Why he passes on cheaper-looking Microsoft and Alphabet, and what memory costs could do…