Nvidia (NASDAQ: NVDA) is under pressure as the chipmaker faces allegations over inflated revenue numbers.Namely, the ‘Big Short’ investor Michael Burry, this time backed by another legendary figure, Jim Chanos, is once again raising concerns over Nvidia’s business practices, questioning whether its investments in customers are inflating sales figures.The $NVDA memo to its Wall Street sell-side analysis cited me as the first source. I attached the front page of the memo here. Also, part of my response addres ...

Core Insights - Alphabet Inc's shares have increased by 67% year-to-date, outperforming NVIDIA's 32% rise as of November 25, 2025 [1] - Berkshire Hathaway has taken a new position in Alphabet, making it the 10th largest equity holding in its portfolio as of the end of Q3 2025 [2] - Alphabet is part of the "Magnificent Seven" group, which includes major tech companies known for their AI initiatives, and has shown strong revenue and earnings growth [4] Financial Performance - Alphabet's stock has surged 18.3% in the past month, contrasting with NVIDIA's 4.7% decline [1] - Alphabet's forward price-to-earnings (P/E) ratio is 26.68X, lower than the tech sector's 30.75X and the S&P 500's 24.03X, indicating a cheaper valuation compared to peers like Microsoft, which trades at 32.31X [11] Strategic Moves - Alphabet is expanding into AI chip production, potentially competing with NVIDIA [6] - Meta Platforms is reportedly in discussions to utilize Google's AI chips, which could enhance Alphabet's market position [7][8] - Google has secured a deal to supply up to 1 million tensor processing units (TPUs) to Anthropic, suggesting growing interest in its AI chip technology [10] Market Position - Alphabet has a strong Growth score of "B" and a Momentum Score of "A," positioning it well within the top 13% of its sector and top 33% of its industry [12] - The stock has solid exposure to various exchange-traded funds (ETFs), making it an attractive option for investors following Berkshire's investment strategy [13]

the PE on Nvidia to give that sound bite that I love. It's lower than the PE on Costco, right? I don't care about your talk. I don't want to hear about your pilot. I want to smell that your team is in hyperaggressive mode. If it is, I think you can come back. I do not think you can push your team too hard. I think you should push them as hard as the business needs to go. And if they leave, it's great. Salesforce could be the next Google. It could be in 18 to 24 months. We could be like, "Oh my god, Asian Fo ...

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明日主题前瞻 1、氢能 | 国家发改委政策研究室副主任李超透露，下一步，国家发展改革委将会同有关方面持续加力，为储能和氢能等新兴产业健康发展创造良好环境。 一是深化电力市场改革，鼓励储能项目结合自身特点参与电能量市场和调频、调峰、备用等辅助服务市场，获取合理收益；二是统筹规划布局，有效衔接绿 色氢氨醇供给和需求，在重点领域推动绿色氢氨醇规模化发展，适度超前推动产运储等环节基础设施建设，有效降低系统运行成本。 点评：证券时报指出，绿色氢氨醇通过将不稳定的可再生能源转化为稳定、易储运的绿色氢气、氨气和甲醇，为解决可再生能源消纳难题和实现深度脱碳提 供了关键路径。2024年以来，我国绿色氢氨醇产业全面进入"政策推动+市场牵引"的双轮驱动阶段，技术突破、产业投资、场景示范及国际合作快速扩张， 呈现出前所未有的增长动能。 2、智能眼镜 | 据证券时报，XREAL与谷歌下月将正式发布首款搭载AndroidXR平台的AI眼镜ProjectAura。该产品集成谷歌GeminiAI作为核心"大脑"，标志 着Gemini从软件助手向空间硬件的跨越。用户可通过眼镜的摄像头、麦克风与传感器，直接与Gemini进行自然对话、环境分析与 ...

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整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里巴巴发布夸克 AI 眼镜，将内置千问助手】 11 月 27 日，首个搭载千问助手的智能硬件夸克 AI 眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克 AI 眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。目前， 夸克 AI 眼镜搭载的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态 核心场景，初步具备了在物理世界辅助用户、帮用户办事的能力。 AI 企业无问芯穹宣布完成近 5 亿元 A+ 轮融资。由珠海科技集团、孚腾资本（元创未来基 金）领投，惠远资本、尚颀资本和弘晖基金跟投，老股东洪泰基金、达晨财智、尚势资本 & 海棠基金、联想创投、君联资本、申万宏源、徐汇科创投、元智未来持续追投。 【韩国政府与三星、现代等成立 AI 工作组】 在上个月英伟达宣布将向韩国供应 26 万个 GPU 之后，本周四，韩国政府与三星电子、现代 汽车集团以及其他企 ...

这两周，摩尔线程是资本市场的大热点。年内A股最高发行价，第二大IPO，不到万分之四中签率，幸运者开始计算首日要以多少CM收益落袋。 摩尔线程（688795）上市进程堪称神速，6月获受理，9月顺利过会，10月拿到注册许可；11月24日完成申购。不出意外，应该在12月上旬挂牌科创板。 公司实控人张建中，以及几位联合创始人，还有核心技术人员，都是原英伟达员工。公司主要产品GPU，和英伟达也是竞品。外界称摩尔线程为"中国英 伟达"一点不为过。 2025年，A股市场并不活跃。从年初至11月末，不到百家企业完成IPO。募资超过百亿元只有一家，央企华电新能（600930），其以182亿元募资额，成为 2025年最大IPO。 | 序号 | 证券代码 | 证券简称 | 首次 皇女 | | | --- | --- | --- | --- | --- | | | 2025年A股首发募资居前企业 | | [币种] 原始币种 [单位] 亿元↓ | | | 1 | 600930.SH | 华申新能 | | 181.7 | | 2 | 688783.SH | 西安奕材-U | | 46.4 | | 3 | 603049.SH | 中策橡胶 ...

The GPU leader delivered better-than-expected results, and its guidance suggests that its impressive growth is not over.Any concerns about the health of the artificial intelligence (AI) industry were put to rest on Nov. 19 when Nvidia (NVDA +1.37%) released its fiscal 2026 third-quarter results (for the three months that ended Oct. 26).Nvidia is an AI bellwether as its graphics processing units (GPUs) and other products are critical parts of the data center infrastructure that's needed to run AI workloads. ...

Artificial intelligence (AI) stocks have sold off significantly over the past 30 days, and while some names remain overvalued, several appear to be bargains for long-term investors.Wall Street loves to panic. Over the past 30 days, artificial intelligence (AI) stocks have endured a brutal correction as investors suddenly remembered that valuations matter.But here's what the fearful crowd is missing: The infrastructure buildout powering AI is accelerating, not slowing. For long-term investors willing to buy ...