Nvidia

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Insider Tradings

15 Jul 2026 2 minute read 1 comment Perfectionist25

Occidental Petroleum Corp ($OXY) President and CEO Richard A. Jackson purchased 4,770 shares of common stock for a total of $249,852 at $52.38 per share. Following this purchase, Jackson now directly owns 444,098 shares of OXY common stock and an add...

Technology Stocks Are in a 'Twilight Zone' Market

5 Jul 2026 1 minute read 0 comments Perfectionist25

Many tech stocks have fallen sharply recently, including companies like Microsoft ( $MSFT ), Nvidia ( $NVDA ), Meta Platforms ( $META ), and Palantir ( $PLTR ); Wedbush Securities likens this situation to the "Twilight Zone" in that it happens over a...

My $LITE | Lumentum Analysis

4 Jul 2026 4 minute read 0 comments Perfectionist25

$LITE | Lumentum has become one of the most compelling stories in the second-tier AI infrastructure race in semiconductors; the first being GPU, CPU, and memory. Everything I'm writing now is based on my personal readings and inferences. Therefore, y...

Seeking Alpha Analysts Speak: Top Analysts' Picks with 132% Return

3 Jul 2026 2 minute read 0 comments Perfectionist25

The most recent list of stocks with "Strong Buy" and "Buy" signals from top analysts, whose annual returns have shaken the market, and their critical justifications in the data centers, AI infrastructure, and renewable energy sectors, have been revea...

Growing Demand for NAND

1 Jul 2026 1 minute read 0 comments Perfectionist25

Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....

The AI PC Dream Just Got Real: NVIDIA's RTX Spark Is a Windows Superchip Built for Local Agents

21 Jun 2026 3 minute read 0 comments HMx10

The AI PC Dream Just Got Real: NVIDIA's RTX Spark Is a Windows Superchip Built for Local Agent   Intel and AMD have been fighting a cute little war over mobile efficiency. NVIDIA just changed what the battlefield looks like. At Computex 2026, the gre...

Jensen's Trip to South Korea

11 Jun 2026 1 minute read 0 comments Perfectionist25

NVIDIA has announced a series of agreements with South Korean giants in the AI ​​infrastructure race. I've compiled them for you. This visit is not just a diplomatic tour. Nvidia is connecting all the links in its AI factory ecosystem one by one: SK...

RTX Spark Could Be NVIDIA's Biggest PC Bet Yet

6 Jun 2026 2 minute read 0 comments CondividiSulWeb

For years, AI has lived mostly in the cloud.Now NVIDIA wants it sitting directly on your desk.At Computex 2026, CEO Jensen Huang introduced RTX Spark, a new AI-first computing platform that could reshape how people think about personal computers. Unl...

Market Skepticism Created Massive Mispricing

31 May 2026 2 minute read 0 comments Perfectionist25

A recent analysis published by JR Research sheds light on one of the biggest paradoxes in the financial world: Despite Nvidia literally "showing off" in its Q1 results and increasing its annual revenue to $216 billion (3.5 times FY2024), the market r...

From Megamachine to Metamachine

2 May 2026 3 minute read 0 comments Perfectionist25

About 60 years ago, American historian/sociologist Lewis Mumford wrote a groundbreaking work on the implications of technological transformation. In his book, "The Myth of the Machine: The Pentagon of Power," Mumford spoke of a "megamachine." Accordi...