Optimist, Drummer and Master of the NFL Football Pool without knowing all the team names.

Joined March 2014
Freedom Holding Corp. (NASDAQ: FRHC), a financial services and technology company has signed an agreement with the Ministry of Artificial Intelligence and Digital Development of the Republic of Kazakhstan to develop a $2 billion Sovereign AI Hub in Kazakhstan. The hub will be operated by Freedom Holding Corp. and powered by sovereign exascale NVIDIA AI infrastructure, as part of a major strategic initiative to accelerate Kazakhstan’s and Central Asia’s AI leadership.
Jeff Mandell retweeted
My wife said “Our new neighbor always kisses his wife when he leaves for work. Why don't you do that?” "Don't be ridiculous" I replied. "I hardly know her!"
14
20
278
An analyst from DZ Bank upgraded Apple (NASDAQ: AAPL) from ’hold’ to ’buy’ with a price target of $300.00.
10
Jefferies raised its price target on Nvidia (NASDAQ:NVDA) to $240.00 from $220.00 on Tuesday, while maintaining a Buy rating on the semiconductor giant. Currently trading at $206.88, Nvidia is slightly undervalued according to InvestingPro Fair Value estimates, with the stock sitting just 0.97% below its 52-week high of $212.19. The price target increase follows Nvidia’s recent statements at GTC DC, where the company indicated it has visibility to fulfill $500 billion in orders during 2025 and 2026 between its Blackwell and Rubin product families. Jefferies’ bottom-up analysis suggests $464 billion in revenue for calendar years 2025 and 2026 for those two product lines, implying potential additional upside of $36 billion if Nvidia meets its estimates. This aligns with InvestingPro data showing Nvidia’s impressive 71.55% revenue growth over the last twelve months and a five-year revenue CAGR of 64%. Based on Nvidia’s guidance, Jefferies increased its revenue estimates to $293 billion and $384 billion for calendar years 2026 and 2027, up from previous projections of $283 billion and $334 billion, respectively. The firm also raised its earnings per share estimate to $9.00 for calendar year 2027, with its detailed analysis suggesting potential for over $10 in EPS
6
Investing.com -- Apple’s iPhone 17 base model remains the standout performer in the company’s latest smartphone lineup, according to Jefferies analysts, who said it “continues to show the most consistent strength” across major markets. “Our tracking shows no delivery lead time for 17 Air/17 Pro in all six markets that we track, same as the previous week,” Jefferies analyst Edison Lee wrote.  “The base model continues to show the most consistent strength, as HK saw a big WoW fall, but the U.S. showed a rise of 13 days, and the rest saw no drop.” Jefferies stated that overall demand remains strongest for the iPhone 17 base model and, to a lesser extent, the 17 Pro Max.
4
US allows Microsoft (MSFT) to ship Nvidia (NVDA) AI chips to use in UAE for first time - FT
4
Deutsche Bank Adjusts Price Target on Tesla to $470 From $440, Maintains Buy Rating
2
An analyst from Loop Capital maintained NVIDIA (NASDAQ: NVDA) at ’buy’ with a price target of $350.00 from a prior price target of $250.00
2
Stand by:
It is reported that the gap between the peak shipments for the $NVDA GB300 and the first Rubin chip will be six to eight months, the shortest gap in Nvidia’s history.
1
Too logical for some:
Thanks Michael ❤️
5
I called my lawyer a smart cookie while a friend was next to me, overhearing the phone conversation. When I finished the call, he said it was risky calling her that as she might take offense. Is there anything offensive in calling a woman a smart cookie?
2
Bernstein Adjusts Apple Price Target to $325 From $290, Maintains Outperform Rating
2
DJ Nvidia Stock Gains. Amazon Had Good News for the Chip Maker. -- Barrons.com Dow Jones - Updated just now By Adam Clark Nvidia was rising on Friday after Amazon.com added to the wave of artificial-intelligence investment and the chip maker announced a series of deals with Korean companies.
4
Goldman Sachs Adjusts Price Target on Nvidia to $240 From $210, Maintains Buy Rating
3
NVIDIA (NVDA) and Samsung Electronics announced plans to build an AI factory powered by more than 50,000 NVIDIA GPUs for semiconductor manufacturing, according to a press release statement. The facility aims to integrate AI-driven production into Samsung’s chip manufacturing operations.
3
NVIDIA (NVDA) announced partnerships with the South Korean government and major corporations to deploy over 250,000 NVIDIA GPUs across the country’s AI infrastructure, according to a company statement. The Korean Ministry of Science and ICT plans to deploy up to 50,000 NVIDIA GPUs across the National AI Computing Center and cloud service providers including NAVER Cloud, NHN Cloud, and Kakao Corp. The deployment will begin with 13,000 NVIDIA Blackwell and other GPUs through NAVER Cloud.
2
Citic Adjusts Price Target on Nvidia to $237 From $202, Maintains Buy Rating
3
BofA Securities analysts raised the price target on NVIDIA (NVDA) to $275.00 (from $235.00) while maintaining a Buy rating. The analysts comment "We hosted a very positive meeting with NVDA CFO Colette Kress and members of the IR team, following the CEO keynote, at NVDA’s GTC trade show in Washington DC earlier today. The CFO meeting and the keynote enhance our confidence in NVDA’s: 1) Solid visibility (CY25/26 backed by $0.5Tn+ in orders at conservative $25bn/GW vs. potential for $30bn+ content), 2) Strong alignment with supply chain including multiple memory suppliers, 3) Zero China expectations, any resolution to trade issues incremental, 4) Confidence in maintaining leadership against ASIC and GPU rivals, which have no experience (yet) of standing racks while NVDA already in second-gen (GB300), and 5) Multi-year pipeline (Rubin on track for 2H26E) that continues to drive leverage in new markets (Nokia 6G, Uber self-driving cars, industrial twins, robotics). Meanwhile we think valuation at 32x/25x CY26E/27E PE remains compelling given it represents <1x earnings growth rate (PEG ratio) versus broader Mag-7 and growth peers at >2x. Raise PO to $275 from $235 on higher 44x CY26E PE (vs. 37x before), though represents 35x PE on the ~$8 in EPS power outlined by NVDA earlier (see our initial GTC takeaways report), inline with historical multiples."
2
Analysts at DA Davidson raised the price target on NVIDIA (NVDA) to $250.00 (from $210.00) while maintaining a Buy rating. The analysts comment: "Following the recent announcements made at NVIDIA GTC in Washington D.C. earlier today, we reiterate our BUY rating and raise our price target from $210 to $250. NVIDIA continues to demonstrate that they’re the leader in AI compute while expanding across a number of industries and use-cases from quantum computing to telecommunications. Furthermore, we believe that the market is currently discounting upside to data center revenue through FY2026."
1
SEOUL (Reuters) -South Korea’s SK Hynix posted on Wednesday a record quarterly profit, spurred by an artificial intelligence boom that has driven up demand for both advanced chips and conventional products. The Nvidia supplier reported an 11.4 trillion won ($8.02 billion) operating profit for the July-September period, up 62% from a year earlier.
2