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Bluesky · Hashtag
#$NVDA
373
posts · 30d
102
users
12
posts / day
3.7
posts / user
-52% vs last week
#$NVDA is an active hashtag on Bluesky. In the last 30 days, 102 people shared 373 posts with it — around 12 a day. Activity is down 52% versus the previous week, peaking on Jul 27 with 37 posts.
#$NVDA posts per day (last 30 days)
Related tags
Tags most often used together with #$NVDA.
Posts with #$NVDA
“.. six months on, Beijing has not allowed any of its companies to buy a single one.”
@nytimes.com $NVDA
www.nytimes.com/2026/05/2….
46 199 557
Now it’s NVIDIA’s turn in the CDS funhouse.
“.. the biggest intraday rise since the swaps started to actively trade in November.”
@bloomberg.com $NVDA
www.bloomberg.com/news/ar….
20 97 359
(Reuters) - U.S. Treasury Secretary Scott Bessent on Thursday declined to comment on a Reuters report that the U.S. has cleared about 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, saying that was a Commerce Department matter.
@reuters.com $NVDA
31 185 469
“.. It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.”
@bloomberg.com $NVDA
www.bloomberg.com/news/ar….
40 102 424
FEDWATCH: “.. $NVDA credit default swaps (CDS) widened .. triggering a positive CDS basis.
“This happens when protection demand is rising faster than cash‑bond repricing” — and is “unique for highly rated credits like NVDA, as the phenomenon typically happens when a credit falls into junk status.”
18 58 190
ANTHROPIC CEO: “.. I think this is crazy,” Amodei said of the chip sales to China. “It’s a bit like selling nuclear weapons to North Korea and [bragging that] Boeing made the casings.”
@techcrunch.com $NVDA
techcrunch.com/2026/01/20/a...
12 90 327
“.. Nvidia not long ago was one of the market’s hottest stocks. Yet it’s now cheaper than Hershey’s (yes, the chocolate company).”
@bloomberg.com $NVDA
22 64 312
29 74 310
SemiAnalysis report making the rounds on this now. Similar to opinion around the Street still being to low on 2027 capex from the hyperscalers, they are likely far too low on $NVDA revenues as well
John @roqueig.bsky.social
Confirms some of the reporting / rumors of $SPCX looking to bring on 8GW next year of capacity "we expect to end this year with over two gigawatts of compute... by the end of next year ... Let's say, be closer to ten gigawatts of compute than five gigawatts of compute."
0 1 2
Hottest 20 Stocks Friday, August 7, 2026
$SPCX $MU $AAOI $PLTR $SNDK
$NVDA $SKHY $MSFT $TSLA
$NBIS $AMD $WDC $TTD $NOW
$RKLB $INTC $SOXL $OKLO $AAPL
$APP
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Markets On Close August 7, 2026 Into The #Weekend #DOW 0.24% #NASDAQ 1.28% #SP500 0.57% #Bitcoin 1% #WTI #Crude #Oil $78.18/bbl #Diesel $3.9024 a gal #Gasoline $2.9853 a gal #NatGas $2.6620/MMBTU #Brent $83.4/bbl #Gold $4,395 #Silver $63.50 #Brickell #Housing #Office Market 📈
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Korean investors dumped SK Hynix after a report on #Nvidia's Rubin Ultra chip. Some analysts say the selloff went too far. #SKHynix $SKHY $NVDA
aistockwire.com
Why SK Hynix (SKHY) fell on Nvidia's Rubin Ultra memory cut
SK Hynix (SKHY) fell about 15% in two days on a report that Nvidia may use less HBM in its Rubin Ultra chip. Some Korean analysts say the fear is overdone.
0 0 0
Just adding to the “margins matter especially for bottlenecks” file:
Since we got evidence that $NVDA 12m trailing gross margins peaked, its forward EPS is up nearly 100%pts more than the Nasdaq 100, but it’s only bested the index by <8%pts.
Relative performance has broadly tracked margins.
2 0 7
AI: Nvidia the 'Kingmaker', Now 'Uber AI Investor & Banker'. AI-RTZ #1171
...$750B of new deals and a $250B OpenAI backstop turn 'circular financing' into recognized revenues. $NVDA michaelparekh.substack.co….
michaelparekh.substack.com
AI: Nvidia the 'Kingmaker', Now 'Uber AI Investor & Banker'. AI-RTZ #1171
...$750B of new deals and a $250B OpenAI backstop turn 'circular financing' into recognized revenues.
1 0 1
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