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Latest Insights on NVDA

NVDA Just Exposed The Entire Market
by Tim Sykes March 2, 2026 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
by Ian King February 26, 2026 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?
by Ian King February 19, 2026 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
by Tim Sykes February 3, 2026 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
by Tim Sykes December 18, 2025 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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