Kristina Partsinevelos

$NVDA CEO said quantum computing is reaching an "inflection point" today. "We are within reach" of applying quantum to solve real problems in coming years. Quantum stocks rallying. But this marks a reversal from March when the CEOs of $IonQ and Rigetti said otherwise $RGTI. ⬇️

Kristina Partsinevelos @KristinaParts

The practicality of quantum computing in real-world applications is a theme: $IonQ CEO: "it's completely fine to sit down and say, for the computer industry, for the quantum industry, it's going to be another 10 to 15 years to get to where Nvidia and all the other giants are".

What is going on with Intel shares? $INTC options volume is 270% of the 10-day average with p/c ratio of 0.28—heavily skewed toward calls, suggesting traders are betting bullish. No company news, but Commerce Sec Lutnick says US-China trade talks are "going well", but no details. https://t.co/SoFCHlpJZF

Nvidia pushes back on Senate national security concerns over Shanghai facility: just "leasing new space for existing employees" returning post-COVID. "The scope of work will remain unchanged". Bipartisan senators not buying it and want answers by June 20 on security risks. $NVDA https://t.co/Kwu56R3S0A

BofA quants just dropped this nugget: strong intraday mean reversion happening - morning gains often flip to losses by close, morning red turns green. They're blaming 0DTE options, stat-arbitrage growth & Fed-era "buy the dip" mentality. Institutions now trading these patterns.

Meta adds Nvidia to its networking mix. ANET down 6% after NVDA mentioned on earnings call that Meta joined their Spectrum X customer list. Meta represents 15% of Arista's 2024 revenue, so investors are worried about potential share loss. Competition heating up. $ANET $NVDA https://t.co/afovZ2YCvo

$NVDA CEO hints at NEW China chip: It's "the end of the road for Hopper. We have limited options... see if we can come up with interesting products" to serve the Chinese market. "We don't have anything at the moment, but we're considering it." 👀 New China-compliant chip coming?

Synopsys CEO pushes back on FT reporting: "Synopsys has not received a notice from BIS. So, our guidance that we are reiterating for the FY reflects our current understanding of BIS export restrictions, as well as our expectations for a y/o/y decline in China [revenue]” $SNPS

$NVDA CEO: "The question isn't whether China will have AI - it already does. The question is whether one of the world's largest AI markets will run on American platforms."

Kristina Partsinevelos @KristinaParts

$NVDA CEO drops reality check on earnings call: "We're taking a multi-billion dollar write-off on inventory that cannot be sold or repurposed. Hopper is no longer an option..." 1/2

$NVDA CEO drops reality check on earnings call: "We're taking a multi-billion dollar write-off on inventory that cannot be sold or repurposed. Hopper is no longer an option..." 1/2

NVIDIA selling streak alert: JPMorgan reports net selling in $NVDA for 2 straight weeks - the longest streak since March 2022 and largest outflow since 2015. Retail money moving out ahead of earnings. #NVDA https://t.co/KM0bNInXV3

Jensen Huang says U.S. chip restrictions have cut Nvidia's China market share nearly in half. "Nvidia is stuck in the middle, with Huang maintaining relationships with both sides in a deepening tech cold war." - Do you agree or disagree? https://t.co/7l4YjU9yaN

Nvidia's China workaround? Nikkei reports the chip giant plans to ship modified Hopper chips despite export controls. $NVDA spokesperson: "Our Hopper datacenter products cannot be reworked or salvaged and under the current controls and will not be available for the China market.”

Kristina Partsinevelos @KristinaParts

Nvidia's spokesperson responds to @FT report: "We are not sending any GPU designs to China to be modified to comply with export controls.” $NVDA

#Breaking: A source tells me that Oracle is providing the AI infrastructure and cloud services to operate UAE Stargate: https://t.co/3Ik4nUx9c6 $ORCL $NVDA

Kristina Partsinevelos @KristinaParts

Confirmed: Nvidia, Cisco and OpenAI are backing the UAE Stargate data center project $CSCO $NVDA https://t.co/LuCZ7lqvje

Confirmed: Nvidia, Cisco and OpenAI are backing the UAE Stargate data center project $CSCO $NVDA https://t.co/LuCZ7lqvje

Kristina Partsinevelos @KristinaParts

#Breaking: White House announces UAE AI data center deal. No US companies named yet, despite major tech leaders being in town with MBZ and Trump. More here: https://t.co/NPLfVkOsbf

Nvidia's spokesperson responds to @FT report: "We are not sending any GPU designs to China to be modified to comply with export controls.” $NVDA

Evan @StockMKTNewz

Nvidia $NVDA is planning to establish a new research center in Shanghai, China 🇨🇳 in a bid to grow its presence in the Chinese market - Financial Times

CoreWeave's CEO reiterated signing a new hyperscaler customer without naming them on @CNBC this AM. But Google's logo appeared on CoreWeave's website yesterday, as I reported. It's just a matter of time before it's confirmed. $CRWV https://t.co/L4RBDfcarn

Kristina Partsinevelos @KristinaParts

CoreWeave's ties to Microsoft, Nvidia in focus ahead of first quarterly report $CRWV $MSFT $NVDA https://t.co/yycVfAE7NG

#Breaking: White House announces UAE AI data center deal. No US companies named yet, despite major tech leaders being in town with MBZ and Trump. More here: https://t.co/NPLfVkOsbf

Kristina Partsinevelos @KristinaParts

#BREAKING: Nvidia's Jensen Huang, OpenAI's Sam Altman, SoftBank's Masayoshi Son and Cisco President were in the UAE for President Donald Trump's visit and met with UAE President Sheikh Mohamed bin Zayed Al Nahyan. $nvda $csco #UAE https://t.co/0F97TyT3WM