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February 21, 2025

Nvidia: The Mastermind and the Destroyer

Hi Enthusiast,

If you skipped the Valentine’s Day gifts and aren't missing them, you're not the only one: 77% of people said they'd prefer to put that money toward a big financial goal rather than on presents.

The market wrapped up last week with the S&P 500 nearing record highs. On Friday, the Nasdaq 100 saw a solid gain, while the Russell 2000 pulled back slightly. Meanwhile, love was definitely in the air for Airbnb stocks, which soared after reporting strong quarterly results driven by high demand for international travel, making it the top performer on Valentine’s Day.

When Nvidia sneezes, SoundHound catches the flu.

It’s no surprise that Nvidia — valued at a staggering $3.3 trillion — is a major player in the market. As the flagship of the AI revolution, its influence ripples through entire industries, with countless companies in crypto, technology, data, and gaming relying on its ecosystem.

But last Friday highlighted just how much of a game-changer even a small shift in Nvidia’s focus can be for smaller players. Take SoundHound AI and WeRide, for instance. SoundHound’s stock had been soaring, largely thanks to Nvidia’s investment in the voice-based AI company, which sparked a massive ninefold increase in stock price from last February through the end of the year. By December 31, it had climbed to $22.68 a share.

In contrast, Chinese self-driving startup WeRide only made its Nasdaq debut in October, with its shares edging up just 1% since then.

Then came Valentine’s Day, and everything changed:

Nvidia announced it had sold its stake in SoundHound, triggering a sharp sell-off as retail investors quickly reacted — the stock plummeted by nearly 30% in a single day.

At the same time, Nvidia revealed it had taken a stake in WeRide, sparking an immediate rush from investors. Shares skyrocketed, nearly doubling that morning and finishing up 80% by the end of the day.

WeRide’s trading volumes that day? Truly jaw-dropping.

The Takeaway:

Nvidia is undeniably a titan in the market — a dominant force that shapes the entire ecosystem. While we often forget how volatile the fortunes of smaller companies can be, the dramatic shifts for SoundHound and WeRide on Valentine’s Day remind us that in Nvidia’s world, everyone else is just playing in its shadow.

Presented by Mode Mobile

Mode Mobile Secondary Hero Image

Could this company become the Uber of smartphones?

Marc Cuban turned down the chance to invest in Uber at basement prices before the company’s IPO.

And by the time the rest of us hear about industry-changing disruptions like these, it's usually too late... but right now there’s a tech-startup making waves behind the scenes. Like Uber turned vehicles into income-generating assets, they’re turning smartphones into an easy passive income source — already making over $325M for their customers!

And this time, you have a chance to invest5 in their pre-IPO offering2 at just $0.26/share.3

Stories We’re Following

The buzz surrounding DeepSeek, China’s groundbreaking and ultra-affordable AI model, has really sharpened the focus on the AI landscape. Its unveiling was a clear “look what we’re capable of” moment in the escalating AI arms race. If you're seeking venture capital for your startup, your pitch better have a solid answer to one crucial question: How does your business use AI? However, the real takeaway from the "DeepSeek frenzy" is an even more pressing question we should've been asking all along: What do users actually want from AI?

Jamie Dimon didn’t hold back: The JPMorgan CEO got refreshingly blunt about his views on remote work during an internal town hall that somehow found its way to the press. Let’s just say, the hybrid work trend doesn’t have his seal of approval.

What Else We’re Nibbling On
  • Moderna's Q4 results fell short, and unsurprisingly, its stock continued its downward trend — a pattern that's held steady for nearly eight months now.
  • A 15-year-old reporter took to the streets to ask teens why they trust TikTok influencers over actual experts. The responses? Definitely eye-opening.
  • Get ready for a real-life Rosey the Robot: Meta is developing AI-powered humanoid robots designed to tackle household chores.

Presented by Miso Robotics

MisoRobotics HeroImagery

3M Baskets Fried? Yes, Chef!

Carmy’s tattooed arms may no longer be the most distinctive ones in the kitchen.

With fast food brands facing 150% annual turnover rates, they’re turning to Miso’s AI-powered kitchen robot, Flippy, to boost profits up to 4X and curb labor shortages.

Miso is already a leading force in kitchen AI and automation, with 150K+ hours of experience for brands like Jack in the Box.

Now, they’re manufacturing Flippy Fry Station – a robot 50% smaller and 2X faster than its predecessor. Its first small-scale production run sold out in seven days. And that sellout’s just the start.

In 2025, Miso’s ready to scale and targeting 170+ U.S. fast food brands in need – a potential $4B annual revenue opportunity. Invest1 in Miso today (and secure limited bonus shares).2

Advertiser's disclosures:

1 Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

2 December 23, 2024 will be the last day to invest and be considered a shareholder in 2024. Any investments made after this date will only be considered shareholders starting in 2025.

3 Please read the offering circular and related risk at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.

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