According to The Kobeissi Letter, Nvidia's CEO Jensen Huang stated that the market's understanding of DeepSeek R1 is 'completely wrong.' Huang emphasized that the demand for computing remains 'extremely high,' with reasoning AI significantly increasing this demand. This insight could influence trading strategies around Nvidia and related tech stocks, as it underscores the growing importance of AI in driving computing needs.

According to Sundar Pichai, Alphabet and NVIDIA are expanding their long-standing partnership into new areas including agentic AI and robotics, aiming to leverage AI's benefits more broadly. This collaboration could influence the tech and AI sectors significantly, potentially impacting related markets and investment opportunities.

According to Satya Nadella, NVIDIA and Azure have made significant advancements in AI technology, including the general availability of NVIDIA GB200 on Azure and NVIDIA NIM support on Azure AI Foundry. These developments aim to push the boundaries of agentic AI, enhancing trading algorithms and data analysis capabilities for financial markets.

According to Google DeepMind, their innovative watermarking tool, SynthID, is set to be integrated into NVIDIA's foundational world model, Cosmos. This collaboration aims to enhance the identification of AI-generated content, potentially impacting the trading and valuation of digital assets by ensuring authenticity and reducing fraud.

According to The Kobeissi Letter, General Motors ($GM) has selected Nvidia ($NVDA) to build its self-driving car fleet. This partnership highlights Nvidia's growing influence in the automotive sector and could significantly impact both companies' stock performance.

According to The Kobeissi Letter, Nvidia's stock, $NVDA, has fallen below $108.00 for the first time since September 2024, indicating a potential shift in market sentiment towards the tech giant.

According to The Kobeissi Letter, Nvidia's stock, $NVDA, has fallen below $108.00, marking the first time it has reached this price point since September 2024. This significant drop could indicate a shift in investor sentiment or market conditions affecting the tech sector.

According to The Kobeissi Letter, Nvidia stock ($NVDA) has turned green on the day after experiencing a decline of over 20% in the past 10 trading days. This rebound could indicate potential buying interest or a shift in market sentiment, which traders should monitor for potential entry or exit points in their portfolios.

According to The Kobeissi Letter, Nvidia stock ($NVDA) has turned positive for the day after experiencing a significant decline of more than 20% over the past 10 trading days. This recovery may indicate a potential buying interest at the current price levels, providing an opportunity for traders to reassess the stock's valuation and momentum. Monitoring trading volumes and market sentiment could provide further insights into the sustainability of this rebound.

According to @KobeissiLetter, Nvidia's stock ($NVDA) has declined by 19% since February 20, showing significant volatility. The stock initially fell 4% at the market open before recovering to positive territory. This movement suggests that large cap tech stocks, including Nvidia, are becoming more affordable, which could attract traders looking for value opportunities.

According to The Kobeissi Letter, Nvidia ($NVDA) shares fell below their post-DeepSeek low seen on February 3rd, despite the company posting record quarterly revenue of $39.3B. This decline is part of a broader sell-off in technology stocks driven by a risk-off trade environment.

According to Edward Dowd's tweet and CNBC's report, Nvidia's unofficial exports to China are under scrutiny after the detention of individuals involved in silicon smuggling operations. This situation could potentially impact Nvidia's stock performance and market sentiment, especially concerning its business dealings in China.

According to The Kobeissi Letter, Nvidia's market capitalization has decreased by $730 billion since February 18th, following a drop below its previous low observed after the DeepSeek event on February 3rd. This highlights significant volatility in the market, underscoring the need for traders to remain cautious and vigilant about potential risks.

According to The Kobeissi Letter, major cryptocurrencies and stocks have experienced substantial declines since today's high, with Cardano falling by 17%, Ripple by 16.5%, and Ethereum by 11.5%. Bitcoin also faced a significant drop of 7.5%. Among stocks, Robinhood decreased by 10.5%, Nvidia by 10.1%, and Tesla by 5.5%. The broader markets saw the Nasdaq 100 decline by 2.3%, the S&P 500 by 2.0%, and the Dow Jones by 1.4%. The S&P 500 has erased $850 billion in value, indicating a widespread market downturn that traders should monitor closely.

According to The Kobeissi Letter, Nvidia ($NVDA) has experienced a significant drop of over 8%, resulting in a reduction of $240 billion in market capitalization today. This decline could influence trading strategies as investors reassess their positions in technology stocks, particularly in semiconductor sectors.

According to The Kobeissi Letter, Nvidia's stock ($NVDA) has fallen over 8%, resulting in a loss of $240 billion in market capitalization today. This significant drop may impact traders due to its potential effects on market sentiment and the broader tech sector. The decline comes amid increasing market volatility and could lead traders to reassess their positions in tech stocks.

According to @KobeissiLetter, Nvidia ($NVDA) has seen a drastic $450 billion reduction in market cap over the last 24 hours, despite reporting a record quarterly revenue of $39.3 billion. This unexpected market response highlights potential profit-taking or market sentiment shifts post-earnings announcement, which traders should carefully monitor for potential trading opportunities.

According to Edward Dowd, NVIDIA's recent earnings call highlighted a 32% sequential increase in Accounts Receivable Days Sales Outstanding (DSO), which was not addressed in the prepared remarks or Q&A, raising a red flag for investors. Additionally, questions regarding the shift in geographical revenue from China to the US were inadequately addressed, adding further concern for traders.

According to The Kobeissi Letter, Nvidia ($NVDA) experienced a significant market cap loss of $350 billion during intraday trading despite exceeding earnings expectations. This dramatic shift highlights the volatility in investor sentiment, as traders reacted to broader market conditions rather than corporate performance. Such rapid changes in sentiment can impact trading strategies, emphasizing the importance of market sentiment analysis in trading decisions.

According to The Kobeissi Letter, Nvidia's market cap dropped by $350 billion during intraday trading despite surpassing earnings expectations. This highlights the rapid sentiment shifts in the market, which can significantly impact trading strategies and positions.