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Latest Insights on NVDA

NVDA Just Exposed The Entire Market March 2, 2026 by Tim Sykes Tim Sykes Daily On February 25, during after hours, NVIDIA (NVDA) beat revenue expectations by more than $2 billion. And the next morning, the stock fell 5%. Read that again. A company posts blockbuster earnings, one of the biggest beats of the year, and Wall Street’s response is to sell it. This is the world’s most valuable company. […]
How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 February 26, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.
Does this week's chart prove we're in an AI bubble? Chart of the Week: Are We Back in 1997? February 19, 2026 by Ian King Artificial Intelligence, Daily Disruptor This week's chart suggests we might be replaying the late-1990s internet boom all over again. Ian says it's clever, but also misleading...
The Trade Setups Wall Street Won’t Tell You About February 3, 2026 by Tim Sykes Tim Sykes Daily Everyone’s preoccupied with the big names in the market right now: Apple, NVIDIA, Amazon. Blue-chip stocks like these, they’re well-known. Predictable. Boring. And with earnings season, everyone has their eyes on them. Yes, the AI boom has lifted these giants. But there’s a dirty secret that Wall Street doesn’t want you to know about…
The Next AI Breakthrough Won’t Come From Silicon Valley December 18, 2025 by Tim Sykes Tim Sykes Daily NVIDIA’s CEO Jensen Huang says the rise of ChatGPT was the “iPhone moment of AI.” And now? It’s not just about building the chips… It’s about who can use AI the fastest.

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