RJ Hamster
Everyone’s watching Nvidia right now. Here’s why I’m excited.
Hey — Tim Sykes here.
So, unless you’ve been living under a rock, you probably saw the news…
Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯
We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.
This isn’t hype—this is real money chasing real AI infrastructure.
And get this… Nvidia earnings are coming up fast.
I’ve seen this setup before. And I’m telling you—it’s giving me flashbacks to the early days of the AI boom.
That’s why I dropped everything to shoot this new VSL for you.
Because I think Nvidia CEO Jensen Huang is getting ready to ignite what I’m calling the AI 2.0 catalyst.
It could be huge.
And no—this isn’t about blindly buying Nvidia.
This is about using my new AI forecasting tool—XGPT—to spot the exact tickers that could pop during this next wave.
We’re talking high-confidence, one-day profit windows. The kind that don’t wait around.
🎯 Click here to watch the video and get the free ticker XGPT just flagged.
I’ll walk you through the story, what I believe is coming next, and how to use AI to trade AI.
Look, I’ve helped mentor over 40 millionaire traders. I’ve made $7.9M trading.
And even I wish I had this tool sooner.
But now it’s your turn.
See you inside,
Tim
Just For You
Meta Platforms May Ditch NVIDIA Chips—Here’s Why Investors Care
Author: Leo Miller. Posted: 11/29/2025.
In Brief
- Shares of Meta Platforms rose considerably on Nov. 25, aiding the stock’s recent recovery.
- Meta is a big-time buyer of NVIDIA chips. It may be looking to shift spending to two other AI giants.
- Tensor processing units could offer a counterweight to Big Green, leading to lower costs for Meta over time.
After weeks of losses, shares of Meta Platforms (NASDAQ: META) are staging a modest recovery.
The stock hit a six-month low of around $589 on Nov. 20.
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As of the Nov. 25 close, shares had recovered to $636, roughly 8% above that low.
The rebound in the overall market has helped, with the S&P 500 Index up about 3.5% over that period.
However, Meta’s outperformance suggests that company-specific factors are also supporting the stock.
A key report on Nov. 25 said Meta is exploring the use of artificial intelligence (AI) chips developed by two of the world’s biggest tech companies.
Meta May Be Pushing Back on NVIDIA
As first reported by The Information, Meta is considering using tensor processing units (TPUs) to support its AI ambitions. TPUs are custom AI chips from Google’s parent company, Alphabet (NASDAQ: GOOGL), co-developed with semiconductor giant Broadcom (NASDAQ: AVGO). Most AI-chip spending, including Meta’s, has gone to NVIDIA (NASDAQ: NVDA) graphics processing units (GPUs). Exploring TPUs has several potentially positive implications for Meta that the market may be recognizing.
First, TPUs could help curb NVIDIA’s pricing power. NVIDIA currently commands premium pricing because of its performance advantage; if another chip system can match that performance, it would limit NVIDIA’s ability to charge top dollar. That would benefit chip buyers and help contain costs — an especially important consideration for Meta, where investors have worried about rising AI spending.
Google recently released its Gemini 3 Pro large language model (LLM), which experts believe was trained solely on TPUs. Several respected LLM evaluation sites now rank Gemini 3 Pro as the top-performing model worldwide, suggesting TPUs may be a viable alternative to NVIDIA GPUs. If so, Meta could potentially train its own LLMs at lower long-term cost. This does not mean Meta would stop buying from NVIDIA — it almost certainly will remain a major customer — but TPUs could provide a complementary resource.
Markets may also welcome Meta exploring new approaches to its Large Language Model Meta AI (LLaMa) models, which have generally trailed the leaders. For example, the Artificial Analysis Intelligence Index gives LLaMa 4 Maverick a score of 36, compared with Gemini 3 Pro’s 73. Meta’s interest in TPUs could signal a reevaluation of its training strategy to improve performance, though meaningful gains would take time and substantial investment.
Meta Has a History of Custom-Chip Success
Although LLaMa hasn’t impressed, Meta has made significant progress with other AI systems that power its core business — ranking and recommendation models that decide what content and ads to show users on Facebook and Instagram.
Meta’s advertising business suggests those systems are working well.
Advertising revenue growth has accelerated every quarter in 2025, and Meta’s 26% revenue growth in Q3 is its highest since Q1 2024.
The company uses the Meta Training & Inference Accelerator (MTIA) to support its ranking and recommendation systems.
MTIA is the company’s custom chip, widely reported to have been co-developed with Broadcom. That demonstrates Meta has successfully used non‑NVIDIA chips before.
TPUs could therefore help Meta optimize and diversify its AI infrastructure.
Moreover, Meta’s MTIA experience suggests integrating TPUs wouldn’t be completely uncharted territory for the company.
Investor Sentiment Rises on Potential TPU Integration
For now, investors must wait to see whether TPUs become a meaningful part of Meta’s AI stack. Still, the company’s willingness to explore the option appears to have eased some concerns about AI spending. It will be worth watching whether Meta discusses TPUs on its next earnings call or beforehand.
Notably, on Nov. 24 BNP Paribas issued an $800 price target on Meta shares, implying roughly 26% upside from the Nov. 25 closing price.
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