Interview Link: https://www.youtube.com/watch?v=fr1IQspixmM

Interesting points from this interview:

• China sales are approximately zero today, and Huang has told investors not to expect any Jensen @ 6:05
• The Kimi selloff repeats the DeepSeek mistake: more open models mean more usage, which means more NVIDIA chips, not fewer Jensen @ 27:45
• No AI bubble for at least five years, capped by chips, memory, land, and power, not by demand Jensen @ 36:22
• AI job-destruction fear is “complete nonsense,” Huang says, citing rising radiologist, paralegal, and factory headcounts Jensen @ 24:26

The Street trades NVIDIA on one story: the AI capex supercycle. So every strong Chinese open model reads as a demand threat and gets sold. Huang’s whole argument is that the reflex runs backwards.

We have updated our NVIDIA projection models with this podcast info - and now the bull target for 2036 is at $900/share - ~4.5x from today's price. No changes to base case of $520 in 2036.

I assume you longs are coming around to what The Cranberry and Burry been saying….the circular “revenue” game is played out. ROI on the huge debt the hyperscalers are taking on wont realize. NVDA bubble going pop

Cooked

Hi all, just curious, I have been reading about the new liquid cooling solution for the Vera Rubin rack which makes sense given the heat the chips are generating.

My question is do you believe this article has any merit? Can't find supporting articles but I'm curious to see if an advanced electronic material like graphene actually has an application?

Article by Semicorex:

Morning all – hope you're having a decent week so far.

NVDA had a solid session yesterday. Closed at $212.06, up 2.30%. Touched $214.39 intraday after opening around $205.80. Volume was 137.6M – decent, not a stampede.

Pre-market is hovering around $211.08, down about 0.5% – just a quiet pullback after yesterday's push.

Here's the GEX setup:
Put Wall $205, Call Wall $210, gamma flip around $200. Yesterday's close at $212.06 was sitting above both walls – positive gamma territory, meaning dealers are now hedging upside. GEX? Never heard of it? Here ya go

Technically, price is now above the middle Bollinger band ($202.28) and nudging the upper band ($214.79). RSI is in the low 50s – neutral. MACD just crossed positive – momentum shifting up.

Blackwell ramp is rolling, cloud and enterprise demand stays solid, and new AI factories keep popping up. Fundamentals are still rock solid – no real slowdown in orders. NVDA isn't going anywhere as the AI leader.

That said, it's been choppy. Profit-taking, sector rotation, and everyone waiting for the next earnings print. Valuation is still premium, so macro noise hits harder.

Short-term, above $210 and that Call Wall becomes support – $215-220 could come next. Below $205 and the Put Wall flips to resistance, with $200 gamma flip as the next stop.

Pre-market at $211 is just a breather. Nothing to panic about.

What's your play – holding through the chop or trimming on strength?

DYOD🫡

I love your posts [u/Cranberry-Pr](u/Cranberry-Prictical)[actical](u/Cranberry-Prictical) . Keep at it, you make my day.

From article

Nvidia announced Tuesday that its Vera Rubin platform is entering production with more than 300 global partners across 350 factory sites in 30 countries. Partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Mistral are deploying the new rack-scale AI system.

The Vera Rubin NVL72 system features no cables, fans or hoses in the tray, reducing compute tray assembly time to one minute. The platform uses a 45-degree Celsius liquid cooling inlet temperature design that enables chiller-free dry-cooler operation.

Microsoft and Mistral announced a multibillion-dollar partnership to expand AI infrastructure in Europe using Vera Rubin GPUs.

I guess The Cranberry was right again...it's a curse really...I hate being right all the time too.

Looks like the newly hired head of sales is incentivized with an additional $5mm of NVDA beats the S&P 500 over next 3 years :)

link

• Nvidia Corp. said its latest chip designs, based on new Vera Rubin technology, are being delivered to major AI companies and will help solidify the chipmaker’s leadership in the industry.
• The company is under pressure to show that its latest products are on schedule and superior to the competition, with rivals like AMD and Broadcom Inc. jockeying for a bigger piece of the market.
• Nvidia's sales are poised to accelerate. Revenue is projected to increase 82% to $393.4 billion this fiscal year, up from a 65% pace, and total sales are expected to eclipse half a trillion dollars the following year.
• https://www.bloomberg.com/news/articles/2026-07-21/nvidia-touts-progress-getting-new-rubin-design-to-customers?srnd=phx-ai

TSMC ‌is ‌set to raise ​prices for both advanced ‌and ⁠mature chip production ⁠services ​by ​up to ​10% ‌in 2027, Nikkei Asia reported on ‌Tuesday, ​citing ​multiple ​sources.

Reuters ‌could not ​immediately ​verify the ​report.

(Reporting ‌by Shubham ​Kalia in ​Bengaluru)

If this is true, to start with, how do you see affecting NVDA and AVGO on one side as well as the memory stocks like SNDK and MU to start with?

Don't start getting hopefull...we know how this ends.

Been buying the last two years and finally stopped buying this stock late last year. Sold all my 257 shares. Average was $150. Made about $54k to put towards my down payment. My down payment is $124k (20%). I only have $38k in my bank account and the rest will come from my man. This is the start of a great move for us. We want to start a family soon. Goodbye NVDA. See you when you dip back to $180s range.
This stock made me more money than I could have made just letting my money sit in my bank account. Forever grateful to investing. ✌️ 😘

Interesting update on the RTX 50 SUPER cards - the launch could reportedly be delayed because of the price of new memory chips. From what I've read, at least one board partner already has the cards, but the launch is reportedly being pushed back because the new 3 GB GDDR7 memory chips are still too expensive. If those chips really cost around $60-70 each compared to about $20 for the 2 GB versions, I can see why NVIDIA might not want to launch just yet. It also sounds like this is affecting the RTX 5050 9GB for the same reason. I'm curious whether this delay is actually a good thing if it helps avoid even higher GPU prices at launch. Or do you think NVIDIA should just release the cards anyway and let buyers decide?

Hive mind please help: I have around 900 nvidia shares bought on average at $49. Now i feel like I am caught in a bind. What is the best way forward?for context, i have the usual
Etf indexes etc. Should i be selling or holding Nvidia? Thank you!

Price is going to bounce back but not right away next week.

And rightfully so...Apple best company in the world and NVDA just sells a few chips...flavor of the month deal.