AmitIsInvesting
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg+6.2%Win75%
Shows
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Top tickers
NVDA1 calls
CRWV1 calls
Speaker record
NVDA/long/tweets
NVIDIA becomes an AI landlord, adding recurring cloud revenue on top of GPU sales — expanding its earnings stream.
this also shifts from a one-time GPU sale to a recurring, usage-based revenue stream…which just creates many more longer-term monetization opportunities.
Peak+0.4%
CRWV/long/tweets
NVIDIA's credit-support removes neoclouds' biggest constraint, validating CoreWeave's model and de-risking its GPU debt load.
many of these neoclouds are struggling to finance large GPU deployments, even after securing long-term compute demand. So…Nvidia is going to help them out and share in the upside.
Peak+1.8%