I am excited to see the $S&P 500(.SPX)$   hitting another record high, with Nvidia $NVIDIA Corp(NVDA)$   and AMD $Advanced Micro Devices(AMD)$   jumping over 2%. The news about Trump unveiling the "America AI Action Plan" to ease regulations and accelerate data center development is a significant boost. I believe this could create a favorable environment for tech companies like Nvidia, and I am optimistic about its potential impact. I view Alphabet's $Alphabet(GOOGL)$ 

Skeptical Analysis: Stargate Shrinks, Chip Stocks Pull Back — Buy the Dip or Wait for a Crash Landing? There’s something almost cosmic about the recent drama in tech: a project literally called “Stargate”—with a planned $500 billion budget, OpenAI ambition, and SoftBank hype—has suddenly been shrunk to earthbound proportions. The news isn’t just a tabloid spectacle; it’s a mood shift for the entire tech sector. Disagreements over execution control and Elon Musk’s public ridicule have cast doubt not only on the megaproject’s future, but on the whole fever dream around AI infrastructure spending. On the same day, the U.S. chip sector—Nvidia, AMD, TSMC, and the rest—got hammered. For anyone watching, the question is urgent and loaded: is this just another “healthy” correction in a red-hot mar

I would love to think so. But not without first consolidating and dropping to $140-$160? I would buy into NVDA at these prices.  @nomadic_m  @icycrystal  @Aqa  

The recent surge in NVIDIA—surpassing a $4 trillion market cap and rebounding alongside AMD—reflects not just strong sentiment, but also a reinforcement of structural tailwinds in the AI and data infrastructure economy. However, assessing whether this rally is sustainable or due for consolidation requires a closer look at both macro dynamics and company-specific fundamentals. --- 🧠 Key Drivers Behind the Rebound 1. Alphabet’s $10 Billion CapEx: A Bullish Signal Alphabet’s record CapEx is heavily AI- and infrastructure-driven, directly benefiting NVIDIA: Investment in TPUs, data centres, and accelerated computing implies continued demand for NVIDIA’s H100 and B200 GPUs. Other cloud giants (Microsoft, Meta, Amazon) are likely to follow, further reinforcing demand. This CapEx cycle could acce

NVIDIA: Riding the AI Wave and Policy Tailwinds for a Bright Future! $NVIDIA(NVDA)$ NVIDIA (NVDA) is stealing the spotlight, with its stock climbing 1.05% to $172.58 over the past 24 hours, pushing its market cap past $4 trillion. Related derivatives, NVDX and NVDL, have also surged by 1.97% and 1.96%, respectively. This impressive rally is fueled by Trump’s “America AI Action Plan” and a surge in tech capital expenditure (capex). This article dives into why NVIDIA’s long-term growth story looks promising, exploring policy support, industry demand, and financial strength. First, policy tailwinds are propelling NVIDIA forward. Trump’s “America AI Action Plan” aims to accelerate data center development by easing regulations, directly boosting demand

📌 Chip Meltdown After Stargate Bust — Opportunity or Omen? 💥 Stargate shrinks. Musk fires shots. Semis tank. The $500B AI moonshot backed by OpenAI and SoftBank — dubbed “Stargate” — is officially downsizing. Elon Musk wasted no time slamming it as a “wasteful and misguided” project. Cue the chip wreck: $NVIDIA(NVDA)$   down 4%, $AMD off 5%, $TSMC, $QCOM, $MRVL all red. So… dip to buy, or smoke before the fire? 🤔 🧠 What Just Happened? Stargate was billed as a mega-scale AI supercluster — a “compute fortress” for frontier model training. But over the weekend, insiders confirmed the project is being scaled back sharply amid leadership disagreements and cost overruns. Elon Musk, never one to stay silent, blasted the initiative publicly

Nvidia continues to shine.The massive AI adoption by governments across the world will fuel its growth 

With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run? What’s Driving the Rebound? Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips. Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem. Resumed China sales: Loosening export concerns and resumption of shipments to China add another s

As much as everyone wants to see NVDA climb further, I'm in the belief that it will first fall to its support at $140-$150 before going higher once more. And I'd only add positions around this price range. It's skeptical how the red tape barriers all play out. Will Jensen be really able to sell chips to China? What if Trump starts some nonsense once more? Never know eh. You guys know how volatile Trump is. His mood is just like the weather. Unforseen. Unpredictable. And all calm may just be before the impending storm. @Emotional Investor  @Zarkness  @Mathematical Money  

Oracle and OpenAI are developing additional data-center capacity for the AI infrastructure project — but Evercore says investors are wondering how Oracle will finance the cost. Oracle and OpenAI are developing additional data-center capacity for the AI infrastructure project — but Evercore says investors are wondering how Oracle will finance the cost. The announcement comes after the Wall Street Journal’s report on Monday said that Stargate efforts are falling behind as OpenAI and SoftBank disagree over some terms of the project, such as where to build the data centers. The companies are reportedly pulling back from larger near-term plans, and are aiming to build a smaller data center by the end of the year that will likely be located in Ohio. OpenAI and SoftBank said in a joint statement

High capex, will get high income. Future earnings expect can kejar laahh sama harganya

Honestly Trump is rather erratic. Not sure if his AI plan is sustainable or if he will see through the entire plan. Later fall out with somebody for no rhyme or reason. Or slap some red tape barriers just because China and him don't see eye to eye. NVDA has run up quite a bit and I'd wait for the next opportunity.

Stargate is a joint venture between OpenAI, Oracle and Softbank that aims to invest up to $500 billion in artificial intelligence infrastructure in the U.S. over the next four years. President Donald Trump announced Stargate shortly after his inauguration in January. While Stargate promises technological advancements, it also presents challenges: higher energy costs, increased strain on power grids, and a notable environmental footprint. The balance between innovation and sustainability is crucial—are current infrastructure and policies prepared for these demands? Based on experience, stay away. Not into such stocks for fear of possible delisting.

I wouldn't count on it. Dead cat bounce much? FOMO? NVDA has potential to fall back to $140 where its support is strong. I'd wait till then.

Ditch. Not a stock that I'm interested in. Not a stock that I'm familiar with. So I'd er on the side of caution and ditch it. There are opportunities elsewhere that are more deserving of my time and attention. @Aqa  @SPACE ROCKET  @JiaDeName  @BABY SPACEROCK  @TigerPicks  @Jasmine_MX  @Jesslyn_S  @terrara   Come commen

Ditch the stock. In the first place，I've never heard of such a stock so it wouldn't be on my radar to buy the dip LOL. Come comment you guys. Will you guys buy the dip in Stargate? @SPACE ROCKET  @JiaDeName  @LULU ROCKET  @nomadic_m  

$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$  

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