u/Adept_Mountain9532

NVIDIA $NVDA JUST REPORTED EARNINGS

Revenue: $81.6B (Est. $78.8B-$79.2B) ; +85% YoY
Adj. EPS: $1.87 (Est. $1.75-$1.78) ; +140% YoY
Data Center Revenue: $75.2B (Est. $73B) ; +92% YoY
Adj Gross Margin: 75.0% (Est. 74.5%)

Q2 Guide:
Revenue: $91.0B +/- 2% (Est. $87.2B)
Non-GAAP Gross Margin: 75.0% +/- 50 bps
Non-GAAP OpEx: ~$8.3B
NVIDIA is not assuming any Data Center compute revenue from China in its outlook

Commentary:
“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed.”

“Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries.”

“NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

A jury rejected Elon Musk's claims that OpenAI under Sam Altman's leadership betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company.

Iran launching “Hormuz Safe” and using crypto around the Strait of Hormuz is actually insane when you think about it.

Feels like Bitcoin is slowly becoming less of a meme asset and more of a geopolitical tool while the USD keeps getting weaponized through sanctions and trade wars.
Thoughts?

After aggregating the filings, Berkshire looks like a net seller overall (~9% sold/reduced vs ~6% bought by portfolio weight), meaning this is not an expansion phase but a portfolio reshaping / compression phase.

On the buy side, the most notable additions were:

• Alphabet (large increase)
• New York Times (nearly doubled)
• Delta Air Lines (new position)
• plus smaller adds like Lennar and Macy’s

On the sell side, the more interesting signal is the full exit from several high-quality compounders, including Visa, Mastercard, Amazon, UnitedHealth, Aon, Domino’s, and others — alongside a meaningful reduction in Chevron and several industrial names.

So what’s actually happening here?

With renewed talks and shifting rhetoric around US–China trade relations, markets are starting to price in potential easing of tensions. Any meaningful deal or de-escalation could reshape global supply chains, tariffs, and investor sentiment.

Curious to hear perspectives: where do you see the biggest upside if tensions ease?

Hey everyone,

GOOGLE is trading at all-time highs, which usually makes people hesitate.

I went through the key drivers (ads, cloud, and AI) to see if the valuation still makes sense at this level and I would like to know what you think about it?

US inflation is heating up again.

Prices rose 3.8% YoY in April, driven by a surge in essentials:

• Gasoline: +28% in just two months
• Groceries, rent, airfares: all climbing fast

I put €100K to work, kept my strategy simple, and allowed time and compounding to do the heavy lifting. It was only recently that I stepped back and realized how far it had actually gone.

The biggest driver was consistency. I kept investing regularly, even through uncomfortable or uncertain markets.

at what point does it actually make sense to start taking profits from something like this?

$AMD has officially crossed $400/share for the first time in its history, marking a major milestone driven by continued AI and data center momentum. CEO Lisa Su recently highlighted that server CPU TAM is expected to grow at over 35% annually, reaching $120B+ by 2030, signaling a strong long-term demand backdrop.

The question now is whether this growth outlook is already fully priced into the stock after such a strong run, or if AMD still has room to outperform from here as AI infrastructure spending continues to expand.

Check the AMAZING growth in the 2nd SLIDE!

With AI, cloud growth, and ad revenue shifting fast, both Google (GOOGL) and Meta (META) are making strong cases.

• GOOGL: AI + Cloud momentum
• META: Ads + efficiency + margins

Which one are you buying in 2026 and why?

GOOGL
META
MSFT?

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The accumulation was clear beforehand.
And accumulation before results is a strong bullish signal.
This post shows it!

Consolidated Alphabet revenues increased 22%, or 19% in constant currency, to $109.9 billion, reflecting strong performance across the business and our 11th consecutive quarter of double-digit growth.

• Google Services revenues increased 16% to $89.6 billion, led by 19% growth in Google Search & other, 19% in Google subscriptions, platforms, and devices, and 11% in YouTube ads.

• Google Cloud saw a meaningful acceleration in growth as revenues increased 63% to $20.0 billion, led by an increase in Google Cloud Platform (GCP) across enterprise AI Solutions and enterprise AI Infrastructure, as well as core GCP services.

• Consolidated Alphabet operating income increased 30% and operating margin expanded by 2 percentage points to 36.1%.

• Other income reflected a net gain of $37.7 billion, primarily the result of net unrealized gains on our nonmarketable equity securities.

• Net income increased 81% and EPS increased 82% to $5.11.

• The company announced a 5% increase to the dividend, resulting in a quarterly cash dividend of $0.22.