Nvidia Stock (NVDA)

Upside – $MRLN +40% (Q3 revenue rose 80% year over year, while new U.S. special-operations and autonomous-CASEVAC awards strengthened the defense pipeline) – $MOD +38% (Samsung reportedly in talks to acquire the data-center cooling supplier, with a potential deal possible within weeks) – $SLSN +32% (Q3 revenue grew 38% and the company swung to record …

* It’s been a good week for China hawks * As the plot thickens… I have now written 280 columns on Nvidia ($NVDA) (in my “More Tales” series) covering a broad list of concerns including Nvidia’s aggressive revenue/profit recognition, roundtripping, double/triple ordering, circular financing, the efficacy of AI (and contribution to society), whether the AI capital …

This is interesting re the Microsoft outage, which is massive and unprecedented: At first I thought it might be an AI hack. But maybe not, maybe it is an AI failure. Ergo the fault of garbage code written by AI. If I remember correctly, Amazon AWS had several outages that were likely caused by poorly written AI code …

Colette Kress is an odd choice by the board of Nvidia ($NVDA) to become interim CEO, because she will be spending a lot of time with the attorneys, no real time to be CEO. (Read: “Who Is Colette Kress, the Interim Nvidia CEO Replacing Jensen Huang?” in the The New York Times) She is potentially vulnerable to …

Upside – $LUNR +10% (record Q3 revenue, margin and positive free cash flow, with backlog reaching $1.9 billion) – $TTEK +10% (Q4 beat, backlog rose 13% and the FY27 outlook pointed to continued growth) – $DPU +9.4% (completed deliveries under a $4.8 million robot resale contract) – $FIGR +6.8% (Q3 earnings reaction after marketplace volume …