Source Post

Are AI Stocks Safe? Nvidia Just Stole Apple's Profit Playbook To Defy The Market...

Sep 28, 2026

The creator discusses how Nvidia's recent $150 billion stock buyback, the largest in history, is a sign of financial strength and a strategy to treat investors with respect, similar to Apple's playbook. This move is expected to provide stability for companies that rely on Nvidia's GPUs, even amidst market volatility, as evidenced by Nvidia and Taiwan Semi being up while other semiconductor and market sectors were down.

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Tickers discussed in this post

IONQNeutralLow ConvictionResearch Only

ION Q, a quantum computing company, is mentioned as a partner of Nvidia and saw a 2% increase in stock price.

SMCINeutralLow ConvictionResearch Only

Super Micro Computer is mentioned as a company driven by Nvidia and using its GPUs, suggesting it may benefit from Nvidia's stability.

TSMNeutralLow ConvictionResearch Only

Taiwan Semi is noted as one of the few companies that was slightly up while the rest of the semiconductor market was down.

AAPLNeutralLow ConvictionResearch Only

Apple is presented as a solid company whose growth is driven by financial management and consistent stock buybacks, rather than just its products.

NVDABullishHigh ConvictionSignal-backedPrimary

Nvidia's massive $150 billion stock buyback solidifies its position as a top company and signals financial strength, making it a strong investment even when the broader market is down.

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Tracked calls opened from this post

NVDA
buy opened Sep 28, 2026
-4.77%