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NVIDIA Just Changed the AI Market AGAIN — Here’s What Comes Next

The creator discusses NVIDIA's recent advancements in AI, particularly with their Blackwell architecture enabling faster AI model generation. This development has raised concerns for semiconductor company Cerebras (CBRS), which was previously seen as a key partner for OpenAI in high-speed solutions. Despite initial fears, a recent statement from Sam Altman suggests Cerebras remains a valued partner, providing some relief to the stock.

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AMZNNeutralLow ConvictionResearch Only

Amazon's AWS will see price increases for selected instances featuring NVIDIA's B200 and B300 GPUs starting October 2nd.

NVDABullishHigh ConvictionSignal-backedPrimary

The creator is very excited to be a shareholder of NVIDIA, highlighting its recent stock performance and dividend, and believes NVIDIA will continue to benefit from AI innovations.

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NVDA
buy opened Oct 4, 2026
-6.84%