SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as chatter focuses on its AI chip capabilities, with some suggesting they are replacing Nvidia in China's Deep Seek. The community is also anticipating the upcoming Baidu World event and earnings report. Despite some negative sentiment, analysts are upgrading the stock, citing its AI growth potential and low valuation relative to its American counterparts.

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 gaining attention as traders discuss its potential for significant gains, with some highlighting its tight structure and coiled spring pattern. Community members are weighing in on whether it represents a genuine opportunity or another fleeting meme coin, with comparisons being drawn to the original SHIB. Talk surrounds potential breakout structures and trend reversals as the coin experiences price compression.

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.

Fox Corp. engages in providing television production and broadcasting services. It also provides news under the brands FOX News Media, FOX Sports, FOX Entertainment and FOX Television Stations, and Tubi Media Group. It operates through the following segments: Cable Network Programming, Television, and Other and Corporate. The Cable Network Programming segment refers to the production and licensing of news and sports content distributed primarily through traditional cable television systems, direct broadcast satellite operators, and telecommunication companies and online multi-channel video programming distributors. The Television segment focuses on the acquisition, marketing, and distribution of broadcast network programming. The Other and Corporate segment relates to the FOX Studio Lot, Credible Labs Inc, corporate overhead costs, and intracompany eliminations. The company was founded by Keith Rupert Murdoch on May 3, 2018, and is headquartered in New York, NY.

Fox Corporation - Ordinary Shares - Class B

Fox Corporation - Class B

FOX is trending amid community discussions around potential TikTok investments and political commentary related to the company's news coverage. Options activity is also a key factor, with several actionable call option alerts circulating, driving interest. Broader media sector trends and individual perspectives on political affiliations further contribute to the ongoing conversation.

A beloved 9-year-old tabby cat, cherished mascot of Randa's Market, and the heart of the Mission District. KitKat was more than just a bodega cat—he was our neighborhood ambassador, our security guard, and everyone's best friend. On October 28, 2025, KitKat's life was tragically cut short when he was allegedly struck by a Waymo autonomous vehicle. The community is heartbroken. This token honors his memory and demands justice for all innocent lives.

Remember KitKat

KITKAT CRYPTO is trending amid mixed community sentiment, with some expressing concerns about the project's development and price action. The community is actively debating the coin's potential, with discussions ranging from accusations of bot manipulation to hopes for future growth and real-world impact. This comes as the broader meme coin space faces questions about long-term viability.

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.

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.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

CRSR is trending as investors discuss the potential impact of rising memory prices and recent insider buying by the CEO, La Thi L. The community speculates on whether the company can capitalize on these trends and maintain strong margins, with some expressing long-term bullish sentiment despite past performance. Wedbush and Goldman Sachs updated their ratings for Corsair Gaming.

ETF Opportunities Trust - T-REX 2X Long GME Daily Target ETF

T-REX 2X Long GME Daily Target ETF

$GMEU, a 2x leveraged ETF for $GME, is trending as the community discusses its potential impact on $GME's price action and whether it accurately reflects the underlying stock's movements. Some traders are exploring options strategies with $GMEU, while others express concerns about its purpose and potential for manipulation, suggesting direct investment in $GME instead.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<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.


BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF

$AMZN

$MSFT

$GOOGL

$ORCL

Which cloud infrastructure stock offers the best long-term opportunity right now?

SOXX
iShares Semiconductor ETF

Feed

News

Sentiment

Fundamentals

Info

Latest SOXX News

SOXXiShares Semiconductor ETF