💡 #BMDiscovery Daily Token Highlights💡Top gainers today:👑 $CPUTER +85.98%🔹 $DEGE @DegeCoin_ +78%🔸 $XAVIER +77.90%Trade now and discover more gems: https://t.co/uoua3LYmqy https://t.co/NG0xmw0PiE ...

Market Performance - On May 29, the computing power and Nvidia supply chain rebounded, with Wanma Technology and Hongbo Co., Ltd. hitting the daily limit, and Yibo Technology rising over 10% [1] - Several companies, including Industrial Fulian, New Yisheng, Jin Baize, Alter, Helin Weina, and Maigemi Te, also showed strong performance [1] Company Developments - Hongbo Co., Ltd. (002229.SZ) reported a turnaround and is set to be capped; it has partnered with Nvidia to establish the Beijing AI Innovation Empowerment Center, with its subsidiary, Yingbo Shuke, as the sole designated operator [2] - Yibo Technology (301366.SZ) is transitioning from loss to profit and plans to reduce holdings; it has collaborations with Nvidia and Intel [2] - Alter (300825.SZ) has officially become an Nvidia Solution Advisor partner, working on simulation environments for autonomous vehicle testing using Nvidia's Omniverse platform [2] - Industrial Fulian (601138.SS) is developing and mass-producing high-performance AI servers for Nvidia, including the H100 and H800 models [2] - Jin Baize (301041.SZ) is involved in developing custom carrier boards based on Nvidia's Jetson AGX Xavier platform [2] - Huaguan Technology (603228.SS) is on Nvidia's qualified supplier list and has begun bulk supply for AI server products [2] Nvidia Financial Performance - Nvidia reported Q1 FY2026 revenue of $44.1 billion, a 69% year-over-year increase, exceeding market expectations by $9 billion [3] - The company provided a Q2 revenue guidance of $45 billion ±2%, indicating stable performance [5] - The CFO noted significant improvements in manufacturing yield and strong delivery of rack shipments, with major customers deploying nearly 1,000 NVL72 racks weekly [5] Industry Trends - The US International Trade Court has suspended the implementation of tariffs announced by the Trump administration, which may ease trade tensions [4] - Nvidia's suppliers are accelerating the production of flagship AI data center racks following the resolution of technical issues that caused shipment delays [4] - The easing of US-China tariff negotiations may create short-term valuation recovery opportunities for Nvidia's supply chain, Tesla's supply chain, and Apple's supply chain [5] - Domestic cloud vendors have reported a decline in capital expenditures, potentially linked to US computing power restrictions, with a forecast for explosive growth in demand for domestic computing power chips [5]