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🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena > Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

$COCK is trending as community members highlight its real-world revenue generation through Cocky Wings, a crypto-powered chicken wing business. Community points to buybacks and burns, staking rewards, and the tasty RWA meme as reasons to flock to this $ADA token. Some users are also excited about the recent addition of $SNEK energy drinks to the menu.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around its resilience and future utility, emphasizing the long-term vision and active development despite market dips. Discussions highlight the strength of the community, comparisons to NVDA, and collaboration with other meme coins like $CAW, $RAGE, $SLAP, and $WAGMI. Community members express conviction in a future "moon ride" and are actively buying the dip.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as community members highlight its unique culture and positive energy, drawing comparisons to Bitcoin with a cannabis twist. Advocates emphasize the coin's focus on creativity, innovation, and a welcoming environment, while also highlighting the potential of the cannabis industry.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The "crow with knife" ($CAW) meme coin is trending, sparking discussion around its burn mechanism and multichain functionality. Community members are expressing bullish sentiment and coordinating across social platforms with the rallying cry "caw caw". $CAW is building a cult following within the crypto community.

Shib2's story is nothing short of extraordinary, a tale of mystery, transformation, unity, and the unwavering determination of its community.  The Enigmatic Origins  Shib2 was born from the vision of a reclusive developer, known only by the pseudonym "Cipher." Unlike many cryptocurrency projects that begin with a whitepaper and a team of experts, Shib2 emerged quietly and mysteriously. Cipher, shrouded in anonymity, released the project's smart contract on the Ethereum blockchain with little fanfare. There were no pre-sales, no flashy marketing campaigns – just a single post on a cryptocurrency forum.  A Humble Beginning  In the early days, Shib2 was nothing more than a curiosity. Its smart contract was simple, allowing users to exchange Ethereum for Shib2 tokens. The project lacked a clear roadmap or a well-defined purpose, leaving many in the crypto community skeptical. Yet, something about Shib2 intrigued a small group of early adopters who saw its potential.  The Power of Community  What truly sets Shib2 apart is its community. As more people discovered the project, they formed a tight-knit group of enthusiasts. They began discussing its possibilities, proposing ideas, and volunteering their skills to help the project grow. Shib2 was no longer just Cipher's creation; it had become a collective endeavor.  Innovation and Transformation  The early days of Shib2 were marked by a rapid evolution. The community, driven by a desire to make Shib2 more than just a simple token, started developing new features and use cases. They introduced decentralized applications (dApps) that utilized Shib2, ranging from decentralized exchanges to governance platforms.  One of the project's standout features was the Shib2 NFT marketplace, where artists and creators could mint and trade non-fungible tokens. This marketplace quickly gained traction and became a hub for digital artists looking to explore the blockchain space.  Challenges and Growth  Of course, Shib2's journey was not without its challenges. The project faced its fair share of security issues and technical hurdles. Yet, the community's resilience shone through as they collectively tackled these obstacles. Audits were conducted, developers collaborated, and improvements were made. Shib2's journey was marked by a relentless pursuit of innovation and security.  Shib2 Today  Today, Shib2 stands as a testament to the power of community-driven projects. It has grown beyond anyone's expectations, boasting a thriving ecosystem of dApps, a robust NFT marketplace, and a dedicated community that continues to push the boundaries of what is possible in the world of blockchain technology.  Cipher, the enigmatic founder, still remains elusive, but their creation, Shib2, has taken on a life of its own. It has become a symbol of the potential for innovation, transformation, and unity within the cryptocurrency space.

SHIB2.0

SHIB2 is trending as community members discuss its potential and recent price action, with some highlighting possible bullish formations and others questioning its legitimacy compared to the original SHIB. Conversations revolve around whether it represents a genuine opportunity or a fleeting pump-and-dump scheme, particularly given its volatile price movements.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta (KTA) is trending due to community excitement around its potential as foundational infrastructure for TradFi, emphasized by its high throughput and compliance-aware design. Investors are actively discussing the token's value proposition in comparison to major platforms like Amazon, Google, and Microsoft, viewing KTA as a targeted bet on the future of financial plumbing. The community also highlights potential partnerships, particularly with Stripe, as a key catalyst.

Medpace Holdings, Inc. engages in the provision of outsourced clinical development services to the biotechnology, pharmaceutical, and medical device industries. The firm's services include medical department, clinical trial management, data-driven feasibility, study-start-up, clinical monitoring, regulatory affairs, patient recruitment and retention, medical writing, biometrics and data sciences, pharmacovigilance, core laboratory, laboratories, clinics, and quality assurance. It operates through the following geographical segments: United States, Europe, Belgium, Asia-Pacific, and Other. The company was founded by August James Troendle in 1992 and is headquartered in Cincinnati, OH.

Medpace Holdings Inc

MEDP is trending on positive sentiment around strong fundamentals, revenue growth, and a robust cash-flow profile. The community is also discussing recent option activity, noting narrow range breakouts and significant potential ROI. Analysts have updated ratings and price targets, with some seeing renewed momentum in biotech benefiting Medpace.

Mason Capital Fund Trust - Fundamentals First ETF

KNOW BATS is trending as traders speculate on what "SLAP" means in the context of AI and Nvidia ($NVDA), possibly related to Jensen's (NVIDIA's CEO) reaction to new GPUs. The community is humorously exploring AI's potential and the implications of Nvidia's technology, with many referencing a gesture that could be a hint to the future. Some are looking at $KNOW Labs as a competitor in the medical device space.

BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF

iShares China Large-Cap ETF

FXI is trending due to a complex mix of factors, including US-China trade dynamics, potential policy shifts, and anti-aging drug developments within China. Community discussions revolve around trade deal possibilities, tariff impacts, and China's economic outlook amid global pressures. Some investors are closely watching technical indicators, interpreting them as signs of a potential uptrend.

Nabors Industries Ltd. engages in the provision of off shore platform rigs. It also provides performance tools, directional drilling services, tubular running services, and technologies for its own rig fleet and those operated by third parties. It manufactures drilling equipment and drilling rig instrumentation. It operates through the following business segments: U.S. Drilling, Canada Drilling, International Drilling, Drilling Solutions, and Rig Technologies. The U.S. Drilling segment includes land drilling activities in the lower states and Alaska, as well as offshore operations in the Gulf of Mexico. The Canada Drilling segment operates in land-based drilling rigs in Canada. The International Drilling segment focuses on maintaining a footprint in the oil and gas market, most notably in Saudi Arabia, Algeria, Argentina, Colombia, Kazakhstan, and Venezuela. The Drilling Solutions segment offers drilling technologies, such as proprietary drilling-bit steering systems and rig instrumentation software. The Rig Technologies segment refers to the Canrig, which manufactures and sells top drives, catwalks, wrenches, draw works, and drilling related equipment, such as robotic systems and downhole tools. The company was founded by Clair Nabors in 1952 and is headquartered in Hamilton, Bermuda.

Nabors Industries Ltd

NBR is trending as investors discuss its potential amid fluctuating oil prices and recent debt reduction efforts. The community is weighing bullish perspectives, including the company's manageable debt and potential for significant gains if oil prices stabilize, against concerns about wider-than-expected Q3 losses. Some traders are closely monitoring technical indicators and potential squeeze opportunities.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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<ul class="summary-bullets"><li>Goldman Sachs’ price target implies a 15% upside from the chipmaker’s Tuesday closing price.&nbsp;</li><li>The firm expects fiscal-year 2026 AI revenue guidance to exceed a 100% year-over-year increase.&nbsp;</li><li>For the fourth quarter, analysts expect a revenue of $17.46 billion and earnings per share (EPS) of $1.87.</li></ul>Goldman Sachs on Wednesday boosted its price target on Broadcom Inc. (AVGO) to $435 from $380, while reiterating a ‘Buy’ rating, ahead of fourth-quarter earnings scheduled to be reported on December 11.The new price target represents a 15% upside to the chipmaker’s closing price on Tuesday.&nbsp;<h2 class="st-heading-2">AI Momentum</h2>James Schneider, the Goldman analyst behind the move, pointed to accelerating AI demand, especially from major clients such as Google and OpenAI, as well as improving margins as Broadcom ramps up shipments of custom XPUs, according to TheFly.&nbsp;The firm expects fiscal-year 2026 AI revenue guidance to exceed a 100% year-over-year increase.&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom’s stock</a> inched 0.6% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_080253_png_a8ccd563ed.webp" alt="AVGO’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Nov. 26, 2025 | Source: Stocktwits" width="931" height="100"><figcaption>AVGO’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Nov. 26, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Demand For Specialized Accelerators</h2>Broadcom’s custom-chip business is gaining steam as big tech firms pour resources into AI infrastructure. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/26/broadcom-gets-a-price-target-hike-from-goldman-ahead-of-earnings-next-month.html">report</a>, Goldman Sachs anticipates hefty growth for Broadcom’s AI-related segment as demand for specialized accelerators and networking gear surges.“We believe expectations are elevated heading into the quarter, and investors are positioned positively given strong peer results and positive datapoints related to key XPU customers, most notably Google following its latest Gemini 3 launch”, Schneider said.&nbsp;According to Goldman, the mix between XPU-based hardware and networking products will influence profitability, especially as XPU volumes scale in fiscal 2026.For Q4, analysts expect a revenue of $17.46 billion and earnings per share (EPS) of $1.87, according to Fiscal AI data.&nbsp;AVGO stock has gained 66% in 2025 and over&nbsp;133%&nbsp;in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/who-will-trump-pick-as-next-fed-chair-what-prediction-markets-show/cL53FVmREW7">Who Will Trump Pick As Next Fed Chair? Here’s What Prediction Markets Show</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc.

Broadcom Gets A 15% Price Target Bump From Goldman Sachs Ahead Of Earnings 

Goldman Sachs’ price target implies a 15% upside from the chipmaker’s Tuesday closing price. 

Equity

Analyst James Schneider pointed to accelerating AI demand, especially from major clients such as Google and OpenAI.


<ul class="summary-bullets"><li>According to a report by The Information, ByteDance currently has a large inventory of Nvidia AI chips it can’t use.</li><li>Chinese regulators have reportedly told the company it can’t use the chips in its new data centres.&nbsp;</li><li>The report adds to the growing narrative that China is pushing domestic chip alternatives over Nvidia’s.</li></ul>ByteDance, the parent company of TikTok, was reportedly the largest Chinese buyer of Nvidia (NVDA) chips in 2025, but recent regulatory restrictions in China have left the company holding chips it can’t use.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia">report</a> from The Information, citing sources,&nbsp;<a href="https://stocktwits.com/symbol/BYTEDANCE">ByteDance</a> purchased more Nvidia chips than any other Chinese firm last year. The report added that Bytedance did so as it was racing to secure computing power for its billion-plus user base amid fears that U.S. supply could be restricted under the Trump administration. However, instead of Washington, Beijing emerged as a blocker.&nbsp;<h2 class="st-heading-2">China Says Bytedance Can’t Use Nvidia Chips</h2>The report said Chinese regulators have recently prohibited the company from using Nvidia chips in newly built data centers. The move leaves Bytedance with a large inventory of high-end chips it cannot currently utilize, creating both operational and financial challenges.Simply put, Bytedance stockpiled Nvidia GPUs in anticipation of potential bottlenecks – and now it can’t use them. On Stocktwits, retail sentiment around Bytedance, which is not a publicly traded company, was in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.4% lower in pre-market trade. Retail sentiment around the AI bellwether also remained in ‘extremely bullish’ territory alongside ‘extremely high’ levels of chatter over the past day.&nbsp;<h2 class="st-heading-2">Beijing Pushes Domestic Chip Priorities</h2>The report comes after the Cyberspace Administration of China (CAC) reportedly told companies like ByteDance and Alibaba (BABA) in September to cease testing and ordering the RTX Pro 6000D chip, which Nvidia designed for the Chinese market.&nbsp;According to the report, China’s restrictions are part of a broader policy to reduce reliance on U.S. chips while prioritizing domestic options from companies such as Huawei and Cambricon Technologies.Nvidia CEO Jensen Huang has lobbied to be able to sell advanced chips in China. According to U.S. Commerce Secretary Howard Lutnick, negotiations between the U.S. and China include&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/lutnick-says-nvidia-ceo-has-good-reasons-to-sell-ai-chips-to-china/cL5bX3UREQm">easing export licenses</a> for advanced AI hardware.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-xrp-ada-struggle-ahead-of-thanksgiving-analyst-warns-no-catalyst/cL53V2sREWP">Bitcoin, XRP, ADA Struggle Ahead Of Thanksgiving – Analyst Warns There’s No Clear Catalyst For Q4</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The ByteDance Building is in Shanghai, China, on December 8, 2020. (Photo by Costfoto/NurPhoto via Getty Images)

Bytedance Reportedly Tops Chinese Nvidia Chip Buyers – But Now It Can't Use Them 

The TikTok-owned company stockpiled GPUs to prepare for potential U.S. supply restrictions.

<ul class="summary-bullets"><li>Analysts say Google’s TPUs may not pose a significant threat to Nvidia’s AI chips.</li><li>Cathie Wood’s Ark Invest on Tuesday picked up GOOG stock worth over $56 million.</li><li>Alphabet stock has embarked on a breathtaking rally, gaining 15% so far in November and 71% year-to-date, while Nvidia is down 12% in November.</li></ul>Nvidia Corp.’s (NVDA) stock fell 2.59% on Tuesday, defying the gains of the broader market and the tech sector, dragged by rumors of Alphabet, Inc. (GOOGL) (GOOG) posing a threat to its artificial intelligence (AI) chip dominance. Nvidia downplayed the Alphabet threat, while a Google executive and strategists suggest that the AI chip market may not be a “zero-sum game.”Tuesday’s dip in&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> came even as&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> rallied over 1.50% to a fresh high.<h2 class="st-heading-2">Market Clueless</h2>In a post on X, Google DeepMind research scientist Amir Yazdan said, “The selloff shows how clueless the market is about hardware and the demand.” He has been with Google since mid-2018, according to his LinkedIn profile.In the thread, he said AI demand is incredibly high. He, however, clarified that he did not design Google’s AI chips, known as Tensor Processing Units (TPUs).Through a post on Nvidia Newsroom's X handle, the Jensen Huang-led company rubbished talks of Alphabet upsetting its AI chip apple cart. While&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-says-its-delighted-by-googles-success/cL5285cREgf">lauding Alphabet for its success</a> with AI, Nvidia continues to supply to Google. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done,” it said.The Nvidia AI chip vs. Google TPU debate was sparked by an Information report that said Meta and other companies were evaluating the latter for use in their data centers. Alphabet previously deployed TPUs for in-house use and also rented them to companies running large-scale AI workloads in its own cloud data centers.<h2 class="st-heading-2">Analysts Weigh In</h2>Bank of America’s Vivek Arya delved into the issue last Friday, arguing that Alphabet’s custom TPU chip may not pose a significant competitive threat to Nvidia,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/bank-of-america-defends-nvidia-says-market-is-misreading-the-numbers-5123664">according</a> to Investing.com. The analyst said Nvidia’s AI chips are “ubiquitous/available in every cloud and involved in almost every other LLM” and offer “the fastest time-to-market and best performance/watt.”The Future Fund’s Gary Black sees a potential deal between Google and Meta that would help establish TPUs as an alternative to Nvidia’s chips, the gold standard for big tech firms and startups from Meta to OpenAI that need computing power to develop and run AI platforms.&nbsp; He noted that Google announced last month a deal to supply up to one million of its chips to Anthropic PBC, drawing attention to the potential for long-term challenges to Nvidia’s dominant market position.Futurum Group’s Daniel Newman said, “The zero-sum stupidity has found its peak with this GPU/TPU nonsense. The market will literally be in the trillions for AI infrastructure, and $GOOGL $NVDA $AMD can all do well.” He also expects other names, such as Amazon and Qualcomm, to generate billions in revenue from AI Chips due to the massive scale of the opportunity. This is in contrast to the rumored view of Google executives that TPU usage would cause a 10% dent in Nvidia’s annual revenue.Meanwhile, Alphabet’s stock has embarked on a breathtaking rally, gaining 15% so far in November and 71% year-to-date. It is now the best-performing “Magnificent Seven” stock of 2025. In comparison, Nvidia has shed 12% this month, reducing its YTD gains to 32%, dented by AI bubble fears, questions raised regarding the company’s accounting practices and AI chip competition fears.Cathie Wood’s Ark Invest, which usually picks up portfolio stocks on dips, bought 174,293 Class C shares of Alphabet on its upside on Tuesday, valued at $56.41 million based on Tuesday’s closing price. The firm, however, sold about $22 million worth of AMD shares.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zsacler-stock-tanks-after-hours-despite-handy-earnings-beat-what-gives/cL53fLrREgY">Zscaler Stock Tanks After Hours Despite Handy Earnings Beat: What Gives?</a>

The NVIDIA logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 18, 2025.

Google TPUs Threaten Nvidia’s Dominance? Analyst Slams ‘Zero-Sum Stupidity’ As AI Infra Market Runs Red Hot

Nvidia stock is down about 12% this month as AI chip competition and skeptical comments regarding the company’s accounting practices weighed it down. 

<ul class="summary-bullets"><li>Nvidia said it is “delighted” by Google’s success and called its platform “a generation ahead” of the AI chip industry.</li><li>The post comes after The Information reported that Meta Platforms is in talks to spend billions on Google’s TPUs starting 2027.</li><li>Nvidia touted the performance advantages of its GPUs over ASICs designed for specific AI frameworks.</li></ul>Nvidia (NVDA) said on Tuesday that it is ‘delighted’ by Alphabet (GOOG) (GOOGL)-owned Google’s success and reiterated that the company is a “generation ahead” of the rest of the industry.”NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done,” Nvidia said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/nvidianewsroom/status/1993364210948936055">post</a> on Twitter. It added that its chips offer “greater performance, versatility, and fungibility than ASICs, which are designed for specific AI frameworks or functions.”<figure class="image"><a class="st-link-external" href="https://x.com/nvidianewsroom/status/1993364210948936055" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:808/503;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_25_122252_png_2f94d836bf.webp" alt="Screenshot 2025-11-25 122252.png" width="808" height="503"></a><figcaption>@nvidianewsroom/X</figcaption></figure><h2 class="st-heading-2">Google–Meta Chip Talks</h2>Nvidia’s post on Twitter comes after a report by The Information indicated Meta Platforms (META) is in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-closes-in-on-4-trillion-market-cap-on-rumors-meta-turning-to-google-tp-us/cL52Rp0REXb">discussions</a> to spend billions of dollars on Google’s Tensor Processing Units (TPUs) for its data centers beginning in 2027. The potential deal would deepen Meta’s reliance on Google’s in-house silicon at a time when major AI companies are weighing long-term supply concerns.<h2 class="st-heading-2">Stocks React</h2>The report hit the stocks of Nvidia and Advanced Micro Devices (AMD) on concerns that the deal could eat into their market share.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was down nearly 3.5% in midday trade, with retail sentiment on Stocktwits trending in the ‘extremely bullish’ zone over the past day. Chatter remained at ‘extremely high’ levels.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a>, on the other hand, fell more than 6%. Retail sentiment, meanwhile, improved to ‘bullish’ from ‘neutral’ territory over the day, and chatter rose to ‘high’ from ‘normal’ levels.Shares of Broadcom (AVGO), on the other hand, gained. Google is a major customer of Broadcom’s application-specific integrated circuits (ASICs) business, and it also helps in designing and manufacturing Google’s TPU chips.<a href="https://stocktwits.com/symbol/AVGO">AVGO’s stock</a> rose 1.05% in midday trade. Retail sentiment on Stocktwits continued to trend in ‘extremely bullish’ territory, and chatter rose to ‘extremely high’ from ‘high’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-reclaims-87000-with-xrp-solana-ethereum-leading-gains/cL52gCYREXN">Bitcoin Reclaims $87,000 With XRP, Solana And Ethereum Leading Gains – Trend Reversal May Be Short-Term, Says Analyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign is posted in front of Nvidia headquarters on May 21, 2024 in Santa Clara, California. (Photo by Justin Sullivan/Getty Images)

Nvidia Says It’s ‘Delighted’ By Google’s Success After Report Of Meta TPU Deal

In a post on X, Nvidia touted itself as the only platform capable of running all major AI models across environments.

<ul class="summary-bullets"><li>Jim Cramer said he remains confident in Nvidia, and added that the stock is being undervalued.</li><li>He said that despite short-term jitters, the appetite for Nvidia’s GPUs is “insatiable.”&nbsp;</li><li>The broader tech market has felt the strain from a sharp increase in projected capital expenditure by major companies.&nbsp;&nbsp;</li></ul>Jim Cramer has reportedly called NVIDIA Corp.’s (NVDA) recent share price dip a golden chance for investors to buy into the AI chipmaker.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> tumbled over 4% on Tuesday afternoon following a report that Meta Platforms Inc. (META) is exploring the use of Google’s Tensor Processing Units (TPUs) for its data centers in 2027.&nbsp;However, on Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.<figure class="image"><img style="aspect-ratio:931/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_25_120953_png_29e960c77a.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:50 a.m. ET on Nov. 25, 2025 | Source: Stocktwits" width="931" height="108"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:50 a.m. ET on Nov. 25, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Cramer’s Case For Buying</h2>Speaking on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/25/jim-cramer-calls-nvidias-stock-slide-a-buying-opportunity-heres-why.html">CNBC’s</a> “Squawk on the Street,” Cramer said he remains confident in Nvidia, and added that the stock is being undervalued. He highlighted Nvidia’s recent $500 billion in order visibility for its Blackwell and upcoming Vera Rubin platforms, and noted that the stock trades at a surprisingly modest P/E ratio.According to Cramer, despite short-term jitters, the appetite for Nvidia’s GPUs is “insatiable.” He stated that, even though some customers are sensitive to price, there’s no sign of a demand drop that would warrant a major selloff.<h2 class="st-heading-2">Concerns Over Valuations&nbsp;</h2>Nvidia’s stock has been under pressure, falling for the fourth consecutive week in November, as investors take notice and express concern about its high valuation.&nbsp;The broader tech market has also felt the strain from a sharp increase in projected capital expenditure by major companies.&nbsp;&nbsp;However,&nbsp;the AI bellwether reported another blowout quarterly performance in the third quarter, allaying fears of an AI bubble.&nbsp;Deepwater Asset Management Managing Partner Gene Munster said Nvidia’s guidance suggested that, despite investor jitters, the AI infrastructure boom is far from peaking.NVDA stock has gained over 31% in 2025 and over 29% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/citi-upgrades-brinker-to-buy-sees-25-percent-upside/cL52ZwmREg4">Citi Upgrades Brinker To Buy, Sees 25% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo is seen on a sign outside an office building on November 11, 2025, in Beijing, China. 

Jim Cramer Says Weak Nvidia Price Presents Entry Opportunity: Report

Jim Cramer said he remains confident in Nvidia, and added that the stock is being undervalued.

Nvidia’s stock tumbled over 4% on Tuesday afternoon following a report that Meta Platforms Inc. (META) is exploring the use of Google’s Tensor Processing Units (TPUs) for its data centers in 2027. 


<ul class="summary-bullets"><li>The lawsuit alleges that Lo Wen-jen probably used or disclosed TSMC’s most sensitive technological data after joining Intel.</li><li>Wen-jen has worked in the mass production of advanced chips, including the company’s leading AI accelerators.</li><li>Taiwan manufactures the majority of the world’s semiconductors, accounting for more than 60%.</li></ul>Taiwan Semiconductor Manufacturing Co. (TSMC) has reportedly taken legal action against one of its former top engineers, claiming he may have shared its proprietary information with its longtime rival, Intel Corp. (INTC).According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-25/tsmc-files-trade-secret-suit-against-ex-executive-at-intel">report</a>, the company filed a complaint on November 25 in Taiwan’s Intellectual Property and Commercial Court, accusing its former senior vice president of violating a non-compete agreement.&nbsp;<h2 class="st-heading-2">Lawsuit Filed Over Trade Secrets</h2>The lawsuit alleges that Lo Wen-jen probably used or disclosed TSMC’s most sensitive technological data after joining Intel. The company also said Lo failed to reveal in his exit interview that he planned to move to Intel, instead telling TSMC’s legal team he intended to work in academia.&nbsp;He had served at TSMC for over two decades, contributing heavily to the mass production of advanced chips, including the company’s leading AI accelerators, according to the report.<a href="https://stocktwits.com/symbol/TSM">Taiwan Semiconductor’s stock</a> inched 0.7% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_25_061250_png_55856ed765.webp" alt="TSM’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Nov. 25, 2025 | Source: Stocktwits" width="933" height="107"><figcaption>TSM’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Nov. 25, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Strategic Stakes</h2>TSMC’s manufacturing methods and internal research are considered strategic assets. As global demand for cutting-edge semiconductors, including chips for artificial intelligence, remains intense, the company cannot risk leaks to rivals.According to the Asia Pacific Foundation for Canada’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.asiapacific.ca/publication/taiwan-canada-and-global-semiconductor-race">report</a>, Taiwan manufactures the majority of the world’s semiconductors, accounting for more than 60%, and it is responsible for over 90% of the highest-end chips used globally. Most of these chips are produced by TSMC.&nbsp;TSM stock has gained over 44% in 2025 and over 53% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-lower-investors-await-economic-data/cL52gLwREXk">Dow Futures Edge Lower As Investors Await Economic Data: GOOGL, META, NVDA, BABA Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of TSMC at the chipmaker's booth during a semiconductor expo in Nanjing in east China's Jiangsu province Friday, June 20, 2025.

TSMC Takes Legal Action Against Former Executive For Allegedly Sharing AI Chip Tech With Intel: Report 

The lawsuit alleges that Lo Wen-jen probably used or disclosed TSMC’s most sensitive technological data after joining Intel.

According to a Bloomberg report, TSMC lodged a complaint on November 25 in Taiwan’s Intellectual Property and Commercial Court, accusing its ex–senior vice president of violating a non-compete agreement. 


<ul class="summary-bullets"><li>Burry weighed in on Nvidia’s stock-based compensation (SBC) accounting just after the company’s third-quarter earnings.</li><li>He claimed that the AI stalwart understated SBC, inflating owners’ earnings by 50%.</li><li>Nvidia’s stock has been volatile ever since AI bubble fears intensified.</li></ul>Close on the heels of launching the “Cassandra Unchained” substack newsletter, Michael Burry fired a fresh salvo at artificial intelligence (AI) stalwart Nvidia Corp. (NVDA) and its kindred, even as the Jensen Huang-led company was quick to defend itself to the Wall Street community.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has been&nbsp;on a volatile ride ever since the AI bubble fears intensified. The stock has shed about 10% so far this month.<h2 class="st-heading-2">Nvidia Rushes To Defend Itself</h2>The whole saga started as Burry, who came down heavily upon hyperscalers, criticising their capex spending and depreciation accounting following his social-media return in late October, weighed in on Nvidia’s stock-based compensation (SBC) accounting. His&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-tears-into-nvidia-after-q3/cLPAPKIRE9e">Nvidia comments</a> came shortly after the company reported stellar third-quarter results.Aside from Burry’s attacks, market participants also raised concerns about the spike in the company’s days sales outstanding (DSO), which is the average number of days taken by the company to collect payment after a credit sale.Over the weekend, Nvidia reportedly shared a seven-page memo with Wall Street analysts that addressed&nbsp;sceptical investors' claims,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/nvidia-stock-ai-accounting-allegations-366f16ac?mod=RTA">according</a> to Barron’s. The memo reportedly cited Burry’s X post and a Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-179453867">post</a> by Shanaka Perera entitled “The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme” as source documents.&nbsp;In the memo, Nvidia responded to each of the allegations, including concerns about share repurchases, accounts receivable, and inventory. Among its arguments is that Burry’s Nvidia stock buyback number since 2018 was off by about $20 billion, and that he has included restricted stock unit (RSU) taxes in his calculations. The company&nbsp;said repurchases since 2018 were well below intrinsic volume, creating “substantial” value for shareholders. This is a pushback against Burry’s claim that the company understated SBC, inflating owners’ earnings by 50%.Nvidia also contended in the memo that the current allegations are analogous to “historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles].”“NVIDIA does not resemble historical accounting frauds because NVIDIA’s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,” the memo said. “Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.”<h2 class="st-heading-2">Burry Sticks To Stance</h2>While making note of Nvidia’s private clarification to Wall Street, Burry, who shot to prominence with his accurate and prescient prediction of the 2008 housing market collapse, said, “I stand by my analysis. Obviously, the full analysis does not fit in a tweet. I will release on my timeline.”The “Big Short” fame investor said his first Substack post, entitled “The Heretic’s Guide to AI’s Stars ‘Supply-Side Gluttony,” is a light read. “The second in the Heretic series will be a heavier lift.”While sharing screenshots of Nvidia’s memo, Barron’s senior tech writer Tae Kim said, “Nvidia should have published this in an 8-K filing instead of just emailing a memo to Wall Street sell-side analysts.”Social media users’ reaction was mixed. One argued that there would be smoke when there is a fire. “The fact that they felt the need to respond makes me nervous,” they said.Another user, however, defended the company. “Haters gonna hate regardless of the miracle-level achievement taking place before our eyes around the world.”Burry’s newsletter offers a monthly subscription for $39 and a yearly subscription for $379, though free access is available and only entitles a reader to occasional public posts. His newsletter has already received over 60,000 subscriptions.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zoom-stock-jumps-3-after-hours-following-beat-and-raise-q3/cL52dTUREXd">Zoom Stock Jumps 3% After Hours Following Beat-And-Raise Q3, Retail Traders Tune In</a>

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

Michael Burry Vs. Nvidia Heats Up: 'Big Short' Investor Stands By His Analysis Even As AI Chip Giant Privately Denies 'Enron-Like Fraud' Allegations

The “Big Short” fame investor has made a splash with his AI pessimism since returning to social media in late October.

<ul class="summary-bullets"><li>In an interview with Bloomberg, U.S. Commerce Secretary Howard Lutnick confirmed the Trump administration is weighing whether to allow Nvidia’s AI chip sales to China to resume.</li><li>Lutnick noted that many others, beyond Huang, believe the U.S. should consider allowing the sale of AI chips to China.</li></ul>U.S. Commerce Secretary Howard Lutnick reportedly said on Monday that Nvidia CEO Jensen Huang has “good reasons” for wanting to sell his company’s chips to China.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=x4RfWh-1oNk">interview</a> with Bloomberg, Lutnick confirmed that the Trump administration is mulling over whether or not to sell Nvidia’s (NVDA) advanced artificial intelligence chips to China. He added that the President would have the final say on how that finally plays out.&nbsp;<blockquote>“He’s got all the information. He’s got lots and lots of experts talking to him, and he’s going to decide which way to go forward.”– Howard Lutnick, Commerce Secretary, United States &lt;embed quote&gt;</blockquote>In addition to Huang, Lutnick said that there are an “enormous number of other people” who agree that the U.S. selling AI chips to China should be considered.<h2 class="st-heading-2">Nvidia Gains As Markets Turn Green</h2><a href="https://stocktwits.com/symbol/NVDA">NVDA’s stock</a> gained more than 2% in midday trade. On Stockwits, retail sentiment around the AI bellwether trended in ‘extremely bullish’ territory with chatter at ‘extremely high’ levels over the past day.&nbsp;U.S. equities traded in the green during Monday morning. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.98%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) gained 0.30%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 1.70% higher. Retail sentiment around QQQ on Stocktwits improved to ‘neutral’ from ‘bearish’ territory over the past day, accompanied by ‘high’ levels of chatter.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Treasury Bond ETF</a> (IEF) edged 0.06% higher. Retail sentiment around the fund trended in ‘bullish’ territory over the past day, as chatter rose to ‘high’ from ‘low’ levels.Read also:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cms.stocktwits.com/admin/content-manager/collection-types/api::article.article/16925">Bitcoin Holds $86,000 With Crypto Market Back Above $3 Trillion – XRP, Doge Gain Ahead Of Grayscale’s New ETF Launches</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Howard Lutnick listens as U.S. President Donald Trump delivers remarks before Lutnick is sworn in as Commerce Secretary in the Oval Office at the White House on February 21, 2025.

Lutnick Reportedly Says Nvidia CEO Has ‘Good Reasons’ To Sell AI Chips To China – Trump To Make Final Decision 

In addition to Huang, Howard Lutnick said that there are an “enormous number of other people” who agree that the U.S. selling AI chips to China should be considered.

<ul class="summary-bullets"><li>Nvidia currently sells minimal China-specific H20 chips to the country ever since the Trump administration thawed its stance after initially banning their exports in April.</li><li>The stock is down about 12% in November, dragged lower by AI bubble fears</li><li>According to Koyfin, the average analysts’ price target for Nvidia stock is $247.50, implying nearly 40% upside.</li></ul>Nvidia Corp. (NVDA) shares are rising modestly in Monday’s premarket session, signaling a potential reversal from the declines in the past two sessions.&nbsp;After rising over 47% through October,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has fallen nearly 12% in November.&nbsp;<h2 class="st-heading-2">The Nvidia Catalysts</h2>The premarket rise in Nvidia stock is mainly due to the reversal in the broader market sentiment. The major index futures are trading firmly in the green early Monday, with Nasdaq 100 futures up nearly 0.80%. Most companies, especially the tech stocks, have pulled back notably, providing an attractive entry point in some high-quality names.Nvidia may also be getting a boost from a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/">report</a> citing sources that said the Commerce Department is mulling a change to its policy banning the export of high-performance chips to China. Specifically, the U.S. was considering allowing the sale of Nvidia’s H200 artificial intelligence (AI) chip, based on the previous generation Hopper architecture, to the Asian nation. Nvidia has since been selling its next-gen Blackwell architecture and is readying to launch its Vera Rubin chips next year.&nbsp;Nvidia currently sells minimal China-specific H20 chips to the country ever since the Trump administration thawed its stance after initially banning their exports in April.<h2 class="st-heading-2">Why It’s Important</h2>Nvidia said it sold merely $50 million worth of AI chips to China in the third quarter, a marked reduction from the $4.03 billion revenue China, including Hong Kong, contributed to the top line in the third quarter of 2023 before the Biden ban came into effect.China, for its part, has taken an antagonistic stance toward the whole chip curb saga, stepping up incentives and funding for homegrown chipmakers and explicitly instructing state enterprises and government agencies to ban the use of Nvidia chips, citing security concerns.<h2 class="st-heading-2">What Retail Feels About Nvidia Stock</h2>On Stocktwits, retail sentiment toward Nvidia stock stayed ‘extremely bullish’ as of early Monday, and the message volume on the stream also remained ‘extremely high.’&nbsp;A bullish user said Nvidia stock may be bracing for a face-tearing rally into the new year after November turned out to be the new September.<stembedurl>https://stocktwits.com/Zeit59/message/637240543</stembedurl>Another user questioned the logic of those raising concerns about an AI bubble. “With AI, more computational power = more intelligence = more productivity = more revenues. How is this a bubble?” they asked.<stembedurl>https://stocktwits.com/JJNN/message/637239391</stembedurl>According to Koyfin, the average analysts’ price target for Nvidia stock is $247.50, implying nearly 40% upside.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bargain-hunting-among-beaten-down-megacaps-this-mag-7-stock-looks-best-deal/cL5bcWLREfq">Bargain Hunting Among Beaten-Down Megacaps? This Mag 7 Stock Looks Like The Best Deal On The Rack</a>

Why AI Stalwart Nvidia’s Stock Is Rising Premarket

Nvidia retail traders brace for a strong run in the stock heading into year-end, a period that coincides with one of the market's seasonally strongest periods.

<ul class="summary-bullets"><li>Nvidia CEO emphasized the challenges of managing expectations amid the intense focus on AI.&nbsp;</li><li>Jensen Huang said "the market did not appreciate" the AI bellwether’s strong earnings.&nbsp;</li><li>For the fourth quarter, Nvidia guided revenue to $65 billion, plus or minus 2%.</li></ul>NVIDIA Corp. (NVDA) CEO Jensen Huang reportedly addressed the company's recent earnings in an all-hands meeting, emphasizing the challenges of managing expectations amid the intense focus on AI.&nbsp;According to a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/jensen-huang-market-nvidia-quarter-meeting-2025-11">repor</a>t, Huang said the market's reaction did not fully reflect Nvidia's performance despite posting record-breaking quarterly results.<h2 class="st-heading-2">Market Reactions And AI Bubble Concerns</h2>Huang described Nvidia as being in a no-win situation as AI bubble chatter dominated investor sentiment. He added that "the market did not appreciate" the AI bellwether’s strong earnings. "If we delivered a bad quarter, it is evidence that there's an AI bubble. If we delivered a great quarter, we are fueling the AI bubble," Huang stated, according to the report.&nbsp;This highlights the difficulty of navigating public perception while delivering strong results.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock&nbsp;</a>traded over 1% lower on Friday morning.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:936/117;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_21_101742_png_d656e235fb.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Nov. 20, 2025 | Source: Stocktwits" width="936" height="117"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user believes the pull-back isn't real and there could be a big move in the next couple of weeks.<stembedurl>https://stocktwits.com/Basocos_Ball_Cards/message/637071324</stembedurl>Another user suggested holding the shares.&nbsp;<stembedurl>https://stocktwits.com/Krajisnik/message/637070206</stembedurl>Earlier on Friday, Deepwater Asset Management Managing Partner Gene Munster&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gene-munster-says-nvidia-s-optimistic-guidance-signals-ai-boom-is-far-from-over/cLPM8UdREOS">said</a> Nvidia’s guidance suggests that, despite investor jitters, the AI infrastructure boom is far from peaking.For the fourth quarter, Nvidia guided revenue to $65 billion, plus or minus 2%, against the analysts’ consensus estimate of $65.4 billion, according to Fiscal AI data.&nbsp;NVDA stock has gained over 34% in 2025 and over 23% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nuvve-stock-soar-66-percent-pre-market-today/cLPMp1NREON">Why Did Nuvve Stock Soar 66% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang delivers the keynote address during the Nvidia GTC 2025 at SAP Center on March 18, 2025 in San Jose, California. The annual Nvidia GTC conference runs through March 20th. (Photo by Justin Sullivan/Getty Images)

Jensen Huang Says Market Undervalues Nvidia Despite Stellar Quarter: Report 

According to a Business Insider report, Huang described Nvidia as being in a no-win situation as AI bubble chatter dominated investor sentiment.


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