$NVIDIA(NVDA)$ US futures ripped higher overnight and the $NASDAQ(.IXIC)$ broke out to new highs right after the tariff tension eased. Nvidia “only” gained 5%, but the rest of the chip stocks went nuts, a clear sign that global capital still has strong conviction in the AI and compute story. I believe this is just the beginning. As long as the broader market holds up, core assets like NVDA will get bid back up. Holding steady and waiting for the next leg up.
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