Quantum Gets Uncle Sam Money

Welcome to LazyListen. This is The Daily Rip for today. S.

Iran peace hopes. Nvidia still sat at the center of the watch board after its giant quarter, but Stocktwits attention spread wider than the mega-cap trade. I.

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mega-cap trade parked at the top of the Stocktwits watched board Thursday after another monster quarter, even as Jensen Huang made the China problem impossible to ignore. I. 3 thousand watchers.

7 thousand watchers. 62 billion dollars, up eighty five percent year-over-year, adjusted earnings per share of one dollar and eighty seven cents vs. one dollar and seventy six cents expected, and quarter two revenue guidance of 91 billion dollars vs.

The split matters. I. chip market to Huawei under export restrictions.

Wall Street still pounded the table after the print. I. cloud, industrial, and enterprise growth, while Vera CPUs could add 20 billion dollars in sales this year and open a 200 billion CPU stock market by 2030.

Stifel lifted its target to 282 dollars, Benchmark moved to 335 dollars, Truist raised to 307 dollars, and Baird pushed the fresh high-water mark to 500 dollars. " Post@EderT: "NVDA stock is not going to crash. Insane earnings...

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into a two-name dinner party Thursday. I. I.

2 GW across four campuses. That spread is the point. I.

I. and custom silicon keep royalty demand moving. Stocktwits stayed bearish on APLD stock and nearly split on ARM stock, which tells you traders like the theme more than they trust every valuation attached to it.

I. fears WHAT’S ON DECKTomorrow’s Top Things 📋Macro: Michigan Consumer Sentiment Final (2:00 PM ET), Fed Waller Speech (3:00 PM ET). 📊Pre-Market Earnings: GSL stock Global Ship Lease Inc, BAH stock Booz Allen Hamilton Holding Corp.

☀️After-Market Earnings: NXXT stock Nextnrg Inc, BJ stock the company's Wholesale Club Holdings Inc. 🌙 Thanks for listening. Catch you next time on LazyListen.