NVIDIA | Quick Preview Q4

Alessio Farhadi

Speevr Intelligence
February 26, 2025

Looks like we got this one mixed up and just missed it. Hopefully still useful before the call if still applicable... Sorry!
All eyes are on Nvidia’s earnings report after the close, with many hoping for clarity on the DeepSeek market panic that occurred earlier in January. ...

Become a member to read the rest of this article

Speevr Intelligence

The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.

Subscribe to receive updates from Speevr Intelligence

Most recent by Speevr Intelligence

report

March 4, 2025

US Equities | Time to Cover Shorts and Dip Into Longs

A pattern to the chaos... cautiously optimistic near-term...

By Alessio Farhadi

Speevr Intelligence

report

March 3, 2025

Euro Defense Stocks | NATO’s TARP Relief Moment

Defense stocks on a tear. Like the TARP relief rally?...

By Alessio Farhadi

Speevr Intelligence

report

March 3, 2025

Hamas-Israel | What Next Now That Phase 1 Is Over?

Hamas has rejected a request by Israel and the U.S. to extend the first phase of the Gaza ceasefire, which ended on Saturday A major sticking point is who will govern Gaza. Israel insists Hamas cannot play a role...

By Alessio Farhadi

Speevr Intelligence

report

March 2, 2025

US Crypto Reserve | Omand | Russia-Ukraine

Another bold JT prediction comes through ...

By Alessio Farhadi

Speevr Intelligence

report

February 27, 2025

OpenAI | Quick Take on GPT-4.5 Model Release

Going full circle on transformer architecture. Probably a flop...

By Alessio Farhadi

Speevr Intelligence