No. 142 · Daily Edition

The Ticker.

A daily read on which stocks the Twitter KOLs are actually talking about

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NVDA

NASDAQstock

NVIDIA Corporation

Technology · Semiconductors

GPU 与 AI 芯片龙头

KOL voices

6

26 mentions total

Average tone

+0.33

Net bullish

Bullish share

54%

14 of 26

Last mention

3h ago

First seen 23d ago

Tone distribution

▲ 14= 12▼ 0
Jukan

Jukan

@jukan05 · ×1.0

Bullishscore +0.620· conf 82%· USD 219.43May 22, 2026, 01:55
作者称该公司的新处理器表现令人印象深刻，并强调其性能超过最新同类处理器。
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Serenity

Serenity

@aleabitoreddit · ×1.0

Bullishscore +0.620· conf 73%May 8, 2026, 07:35
2027 laser output demand is a massive step up; company is working substrates and trying to catch up to demand.
Open original tweetdetected by manual_mcp_capture
Jukan

Jukan

@jukan05 · ×1.0

Bullishscore +0.600· conf 78%· USD 219.43May 21, 2026, 00:22
作者转述公司预计独立处理器市场规模可达较高水平，显示新产品线收入空间扩大。
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Paradis Labs

Paradis Labs

@ParadisLabs · ×1.0

Bullishscore +0.580· conf 78%· USD 217.29May 17, 2026, 10:17
作者认同人工智能超级周期仍在继续，并认为控制实体瓶颈的公司会继续表现。
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Paradis Labs

Paradis Labs

@ParadisLabs · ×1.0

Bullishscore +0.580· conf 78%· USD 217.22May 17, 2026, 10:11
作者认同人工智能超级周期仍在继续，并认为控制实体瓶颈的公司会继续表现。
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Serenity

Serenity

@aleabitoreddit · ×1.0

Bullishscore +0.550· conf 90%· USD 225.19May 17, 2026, 15:39
Donald Trump is apparently long Sushi. I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC). Among everything from $AVGO to $NV
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Serenity

Serenity

@aleabitoreddit · ×1.0

Bullishscore +0.550· conf 90%· USD 225.19May 17, 2026, 15:29
Donald Trump is apparently long Sushi. I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC). Among everything from $AVGO to $NV
Open original tweetdetected by twitter-stock-ingest
Serenity

Serenity

@aleabitoreddit · ×1.0

Bullishscore +0.520· conf 78%· USD 219.43May 21, 2026, 04:36
作者认为即将到来的主题演讲可能成为台湾光学生态的重要利好催化剂。
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Paradis Labs

Paradis Labs

@ParadisLabs · ×1.0

Bullishscore +0.480· conf 72%· USD 217.56May 22, 2026, 11:16
作者认为机器人市场会快速增长，并引用该公司实体智能收入快速扩张作为验证。
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Ren

Ren

@Ren_aramb · ×1.0

Bullishscore +0.450· conf 78%· USD 219.43May 22, 2026, 03:53
作者认为新一代处理器打开新的大型收入市场，并已进入生产交付阶段。
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Serenity

Serenity

@aleabitoreddit · ×1.0

Bullishscore +0.420· conf 68%· USD 219.43Apr 28, 2026, 22:25
作者用长期持有该股实现巨大收益的例子说明寻找下一只龙头的价值。
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Pepe Invests

Pepe Invests

@pepemoonboy · ×1.0

Neutralscore +0.100· conf 72%· USD 219.43May 14, 2026, 19:29
作者把该公司作为合作和客户转介背景提到，用来支撑另一标的的看多逻辑，本身没有直接多空判断。
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Jukan

Jukan

@jukan05 · ×1.0

Neutralscore +0.080· conf 62%· USD 219.43May 21, 2026, 10:23
作者转述公司因内存价格上涨进行系统级优化，属于供应链调整信息而非明确多空观点。
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Jukan

Jukan

@jukan05 · ×1.0

Neutralscore +0.050· conf 62%· USD 219.43May 22, 2026, 11:03
作者只是把该公司作为物料清单和行业需求来源提到，没有表达独立多空立场。
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GaryBlack00

GaryBlack00

@GaryBlack00 · ×1.0

Neutralscore +0.050· conf 86%· USD 219.43May 20, 2026, 20:39
作者描述业绩和收入指引好于预期，但毛利率略弱可能解释盘后下跌，整体偏事实解读。
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