Rogier Taylor retweeted
MUST SEE: Amazing moment as President Trump calls Nvidia CEO Jensen Huang while he's on stage at the All-In Summit.
@POTUS on AI Doomerism: “I'm telling you, it's all a hoax… and we're not going to let that happen.”
Rogier Taylor retweeted
Trump called $NVDA CEO Jensen Huang during the All-In Summit and was put on speaker, saying AI fears are a “hoax,” data centers create wealth, and AI is bigger than the internet.
Trump has separately argued that AI’s benefits outweigh its risks and that the U.S. must stay ahead of China.
Huang responded: “You’re right, we’re not going to let that happen, sir.”
Trump calling @JensenHuang live during @theallinpod interview. “The grt thing about Jensen is that he can create the best AI chip in the world but can’t figure out how to put me on speaker phone.” They agree that AI is safe, grt for jobs, economic growth & natl security. 😂🇺🇸🚀
Rogier Taylor retweeted
The 30-year has formidable resistance at 5.5%.
A failure to close about that level warns we can have a knee-jerk reaction to the down side, BUT, this would be caused by a rush of capital inflows due of war in Europe and the Middle East. However, that will not last beyond 2027.
Too much consensus optimism on $TSLA tonight. History shows that maximum hype usually triggers the biggest sell the news.
Rogier Taylor retweeted
Delivery day at our Microsoft DCs as the first production Vera Rubins arrive. A huge thank you to our partners at @nvidia and our Azure hardware and datacenter teams for all the incredible work that brought us to this milestone!
Rogier Taylor retweeted
❎
POLL TIME
"The most entertaining outcome, especially if ironic, is the most likely"
Elon Musk @elonmusk
Sooo, if we get a 4.2x multiplier, then logically the needed floor (to pull all teeth of WS) should be at ...
Please vote and repost for max exposure.
9%$500 😐
20%$600 🙂
39%$690 ☺️
31%see results 🤓
5,756 votes • Final results Rogier Taylor retweeted
$SPCX All-in Nvidia strategy is profoundly smart. A winning challenger strategy. While leaders try to avoid dependency on a dominant supplier, creating inefficiencies and additional supply constraints for themselves, you double down on said supplier, benefiting from the edge that got it in its dominant position and syphoning massive capacity.
Nvidia will be all in: spaceX is a giant neocloud deploying faster and more efficiently than anyone else and the more spacex grow the more Nvidia fragments the top of its market. Add to this that supply constraints mean any capacity gets instantly monetized, and
Getting to $100bn ARR end of the year suddenly feels possible.
This has my full support.
Jensen is right.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
Rogier Taylor retweeted
JAPAN 🇯🇵 IS BUILDING A NATIONAL AI FACTORY WITH NVIDIA THAT DIDN'T EXIST ANYWHERE ELSE IN THE WORLD UNTIL NOW
NVIDIA $NVDA announced it's partnering with Noetra to build an NVIDIA Vera Rubin AI factory using 13,750 Vera CPUs and 27,500 Rubin GPUs, delivering 140 megawatts of data center capacity
Per NVIDIA, this is the world's first national AI infrastructure built specifically for physical AI
Rogier Taylor retweeted
Bullish $NVDA post. For those don't know, there's a market term called PEG Ratio. Price/Earnings-to-Growth. This is a metric used to determine the "value" of a stock while taking into consideration the company's expected earnings growth (Usually 5yr horizon). It provides a more complete picture than the standard P/E that people post about.
In short PEG is PE Ratio divided by EPS Growth Rate.
If a PEG of 1.0, the stock is fairly valued. The stock price matches its growth potential.
If above it means the market is willing to pay more than the growth estimate, mainly because analysts think there's additional catalysts in the future and price justifies the possible growth.
If below, the market believes its either cyclical or believe the growth will inevitably slow (within the 5yr outlook).
Example:
$NOW - PEG 1.0
$AMD - PEG 1.25
$UNH - PEG 1.43
$GOOG - PEG 1.44
$JPM - PEG 1.66
$AAPL - PEG 2.34
$HOOD - PEG 2.54
Now, we are in an AI boom that no educated person can argue. I don't need to provide all the examples of AI growth amongst big tech. You can do the independent research. But it's growth AND LOTS OF IT. That said, can someone please explain to me, why:
$NVDA - 0.64 PEG
Are you serious? And you're not buying at $202?
To get a PEG of 1.0, Nvdia stock price would need to be at $317!!!!
$202.80 x 1.00/0.64 = $316.88
Bullish. Enough said.
Rogier Taylor retweeted
Hé waarom is $WKL al 2 dagen zo opvallend sterk? 😉
Rogier Taylor retweeted
Wolters Kluwer blijft een kwalitatief sterk bedrijf, maar het feit is wel dat het aandeel vandaag weer verder zakt naar de niveaus van het pandemiejaar 2020.
En dat komt niet enkel door het negatieve sentiment rond software.
De markt maakt zich zorgen over nieuwe concurrentie in de medische divisie. Tegelijk heeft Wolters Kluwer zijn aandeleninkoopprogramma onlangs fors verlaagd van 1 miljard euro naar 500 miljoen euro, net nu de waardering in jaren niet zo interessant was om aandelen in te kopen.
Dankzij het hoge aandeel recurrente inkomsten (meer dan 80%) en langlopende contracten blijft de winst voorlopig goed beschermd. Het grootste deel van de daling ligt volgens mij dan ook achter ons.
Maar uiteindelijk heb je een trigger nodig om het sentiment te draaien.
Buiten af en toe beleggers die roepen 'waardering', is er weinig reden om op dit exacte moment te kopen. Eerst zou er een langere periode van bodemvorming moeten plaatsvinden.
Het dividendrendement van +4% geeft ondertussen wel genoeg wachtgeld voor wie geduld heeft. De groei gaat immers gewoon door tot nader order. $WKL
