Michael Burry has just become AI compute expert. D$NVDA - NVIDIA SURGE SET TO FUEL YEAR-END TECH RAL*TRUMP SAYS HE'LL MEET WITH NYC MAYOR-ELECT MAMDANCHINA'S OCTOBER RARE EARTH MAGNET EXPORTS TO THE UTRUMP SIGNS BILL APPROVING EPSTEIN FILE RELEASEDonald J. Trump Truth Social Post 08:29 PM EST 11/President Trump says he just signed the bill to reJensen did it again.*JAPAN’S 30-YEAR YIELD HITS FRESH RECORD HIGH SINCTRUMP QUIETLY APPROVED A PEACE PLAN BETWEEN RUSSIASouth Korean authorities inspected Arm’s offices iTesla’s core business is still vehicle sales and eTSMC’s Europe subsidiary, ESMC, is making progressOne thing I often get wrong is just how irrationalPresident Trump blames past US presidents for the Nvidia, Foxconn and ASE are among companies that hIt's insane to look at the last column Y/Y 66% grohow is “we can’t make the GPUs fast enough to sellBreaking: Burry is calling out the AI Flywheel FraUS semiconductor tariffs may be delayed to maintaiBreaking: Michael Burry just tweeted this after $NOver the next 24 hours, expect two things: • AnalyFriends again$NVDA +4.5% post market after reporting 3Q resultsDonald J. Trump Truth Social Post 05:03 PM EST 11/The $NVDA call just wrapped. Stock is up 4%. I thiAnytime there is serious buzz around Elon's other Jensen says hundreds of billions in capex spendingJensen says $NVDA has the balance sheet to supportCFO says "on track for $500B forecast for BlackwelThe question was about concerns over overbuilding Jensen takes the mic. Reiterates his view that theNvidia CFO just said the $500b will grow!Topic of physical AI came up. CFO reiterates it's Automotive revenue up 32% yy. My take: It's still Outlook: Not assuming any revenue from China. $NVDWALL STREET JOURNAL: - US TO APPROVE UP TO 70,000 Favorable margin outlook for 2027 - They're lookinwoah first thing Jensen says on the call: “There’s*NVIDIA CFO REITERATES HALF TRILLION REVENUE PROMIdawg Jensen might have single handedly saved the mCFO says Mag 7 is increasingly using $NVDA networkSounds like the OpenAI relationship is in a good p$NVDA stock moving higher on CFO hitting the messaOn the call: CFO reiterates they have visibility fCFO says three scaling laws remain intact. My take$NVDA NVIDIA Q3 2025 EARNINGS: - $57B Revenues, +6Breaking: Nvidia $NVDA beats earnings - EPS $1.3 oWhat $NVDA earnings and guide tell us about the stCongrats NVDA shareholders, and new AI data-center