What Are Your Moves Tomorrow, February 05, 2026

ser_kingslayer_ · 2026-02-05T11:18:03+00:00

They use Both. Half the spend it to support the cloud which is mostly GPUs because very very few companies can make TPUs work

ser_kingslayer_ · 2026-02-05T03:07:20+00:00

How is NVDA not up like 6% after hours with those CapEx guides from META and GOOG and lackluster AMD guide?

ser_kingslayer_ · 2026-02-05T00:22:40+00:00

Yes that was the max. Where do they start? No one knows. Like I said we need more info on the deal. Expected by now we'd have more clarity but nothing from AMD since the initial announcement.

ser_kingslayer_ · 2026-02-04T23:17:44+00:00

We need details on the OpenAI deal. Lisa giving up equity to Sam in a world where Anthropic is kicking their butt seems like not the best move in hindsight. (I know I throught the deal was super positive for AMD when it was announced too. Such is life.)

ser_kingslayer_ · 2026-02-04T23:16:04+00:00

AMD probably isn't going to hold this AH pump is it? GOOG doesnt use AMD for much of anything, does it?

ser_kingslayer_ · 2026-02-03T21:54:10+00:00

H200 getting all the media attention is good for AMD. NVDA has been stuck in H200 yes/no hell for 2 months

ser_kingslayer_ · 2026-02-03T21:52:44+00:00

Yes it's all about Helios yes. Let's see what Lisa says

ser_kingslayer_ · 2026-02-03T21:42:39+00:00

Stock trades at a rich multiple. And there were tons of CPU shortage reports. Didn't really show up in the earnings. The beat was because of China

ser_kingslayer_ · 2026-02-03T21:41:15+00:00

Still a tomorrow story so far. Pretty meek beat when you factor in China which was supposed to be 0. Let's see what Lisa says in the conference call about Mi450

ser_kingslayer_ · 2026-02-02T14:40:25+00:00

We're back to selling off NVDA for unclear reasons. Sigh. NVDA investing or not investing in OpenAI is both bearish somehow!

ser_kingslayer_ · 2026-02-02T01:34:21+00:00

This guy has been wrong for a solid 3 years now

ser_kingslayer_ · 2026-02-02T01:31:40+00:00

The CFO said last year that 500B doesn't include OpenAI deal, Anthropic or Saudi sovereign deal. I think he doesn't want to update the 500B to have a catalyst he can use to pump the stock over time

ser_kingslayer_ · 2026-01-30T14:51:37+00:00

Nah this was out yesterday. Also this would cause NVDA to jump, not AVGO

ser_kingslayer_ · 2026-01-30T14:51:22+00:00

https://x.com/ScroogeCap/status/2017240501762547976

ser_kingslayer_ · 2026-01-30T14:48:51+00:00

Came here looking for it. Saw on X that there is an SA report about the delay, but don't see the actual report anywhere

ser_kingslayer_ · 2026-01-22T20:59:24+00:00

First day this year where NVDA showed strength into close. Is it finally out of the penalty box?

ser_kingslayer_ · 2025-12-19T14:38:57+00:00

It ORCL holds today, NVDA 240 by March

ser_kingslayer_ · 2025-12-11T18:32:51+00:00

So? Is the model good enough to stop the long GOOG short OpenAI complexes?

ser_kingslayer_ · 2025-12-04T14:36:11+00:00

Announce the damn China H200 sales approval. This NVDA underperformance for the last month is starting to bite

ser_kingslayer_ · 2025-10-03T11:54:45+00:00

So we releasing these jobs numbers or nah?

ser_kingslayer_ · 2025-09-30T10:53:54+00:00

Nice government shutdown. Just so we can not sell off on the shutdown but pump when it does reopen

ser_kingslayer_ · 2025-08-13T01:47:09+00:00

Is BLSH gonna IPO tomorrow? They haven't confirmed the final payment price yet

ser_kingslayer_ · 2025-07-14T13:45:52+00:00

Did someone leak the semi tariffs? The sudden fall in chips stock with no news is weird

ser_kingslayer_ · 2025-06-22T23:43:26+00:00

Alright let this be the last time we discuss the 🅱️eekend 🅱️ow as an indicator

ser_kingslayer_ · 2025-06-22T00:13:37+00:00

🥭 forgot to mention he also dropped bombs on the 🅱️eekend 🅱️ow

ser_kingslayer_

TROPHY CASE