$NVIDIA(NVDA)$ I honestly don't know if this can go down to $18 as it was a few weeks ago though this seems unlikely right this moment. I don't know if $22.50 is a fair price right now. What I do know is that Intel slipped up in 2022 and went from $5 steady trailing earnings in 3 quarters to negative. Now they have pulled back to breakeven while executing the process node catch up plan to 18A which I believe is now the world's cutting edge process node. They have test chips and are ramping production for H2 2025. All they will need is volume customers for their existing ramped N3 and N4 ( mostly in Ireland ) and a lets hope $Amazon.com(AMZN)$ and

$NVIDIA(NVDA)$ Daily - Yesterday's darling with all the attention from our President and Middle East. After downfalling from November to April, we finally see this Chip King come back. Long term, great company and great hold but may see consolidation or breather at 140 or last ATH 153.

$Intel(INTC)$ is the CPU grandpa stuckin a​ ​five−year Ctrl+Alt+Delreboot loop —trading at​ −4.92xP/E​(cheaper than debugging Windows98),with​ 26B debt​​ and foundry losses gobbling cash like Pac-Man. Bulls chant “18A savior!”, but ​​-18.66% ROE​​ and ​​AMD/NVDA’s snack​**​ just turned believers into BSOD stans .Buy only if you miss debugging legacy code .

$NVIDIA(NVDA)$ is the A Ioverlord flexing in a​ 1.1T data center playground​​—trading at ​​38x P/E​​ (cheaper than your ChatGPT subscription), with ​​Blackwell GPUs yeeting $11B revenue​​ and data center sales up ​​93% YoY​​ . Bears whine “AMD! Huawei!” but CEO Jensen’s robo-army just shipped ​​136% more AI chips​ than last year’s panic attacks.​​Q4 revs hit $39.3B​​ (+78% YoY) , powered by ​​356B data center dollars​​ —enough to buy every bear a Tesla Cybertruck (and still fund Elon’s Mars trip). Gross margins? ​​73%​​ , because why let peasants taste GPU profits?

1. $NVIDIA(NVDA)$ is taking a $5.5B hit this quarter tied to its H20 chips bound for China -- a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because of a rule. A red line.What we’re witnessing isn’t about slowing growth -- it’s about weaponizing it.You don’t need to be a geopolitical analyst to see the throughline. This isn’t a demand signal. It’s a control signal. Trump is redrawing who gets access to the core compute powering the AI era -- and the rest of the world is being forced to adapt in real time.So no -- this isn’t just a margin blip or a one-time charge. It’s a pricing mechanism for a new geopolitical regime. And it won’t stop with H20

$NVIDIA(NVDA)$ My target for this chart is 🎯$118There’s an Inverse Head and Shoulders Pattern which has a measured move to the $125 level 👀, with a 4hr hammer candlestick developing at the current candle 🔨 The Banana 325SMA sits just above $120 and I believe it will act as a magnet 🧲 to priceIndicators reflecting the move as they are well reset and MACD is in a bullish cross heading for the zero line and RSI has just broken above its own key pivot and uptrending as well🤔

$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took

$NVIDIA(NVDA)$ is bringing AI supercomputer manufacturing to the U.S. in line with efforts to reshore tech production. Partnering with $Taiwan Semiconductor Manufacturing(TSM)$ , Foxconn, Wistron, Amkor, and SPIL, Nvidia will build and test chips in Arizona and supercomputers in Texas—over 1M sq ft of new space. Mass production begins in 12–15 months, with up to $500B in AI infrastructure planned over the next 4 years.This chart shows Nvidia's meteoric rise as 'Jensenity' continues - MarketWatch

$Intel(INTC)$ A lot of it is based on Macro pressure… if you look at the market YTD you will see that INTC is in line with market movements and even better than others in the same sector. That along with 18A not fully proving itself. I think by Q2 2026 we should see actual results on stock performance after 18A results start to become clearer and policy aligns with Intels strategic importance.

$NVIDIA(NVDA)$ I am starting to go back into stocks today. Tech only. The orange man doesn’t care about bringing jobs to America. It won’t work anyways. He already lied about claiming trade imbalance is the same as tariffs and people don’t care. He will remove tariffs slowly and claim a false victory in a month. Stocks will skyrocket up 40% this year. Tech will be up 60% this year. I did not vote for him but money is money.

$NVIDIA(NVDA)$ NVDA, Jensen Huang, and GTC—what an incredible combination! The company's vision is unmatched, and its management team continues to execute flawlessly. There are few, if any, companies with such a strong leadership and forward-thinking strategy. At this current share price, it feels like an absolute steal. The long-term potential here is enormous, and I wouldn’t be surprised to see it hit 160+ by year-end!

$NVIDIA(NVDA)$ Jensen just confirmed he's sourcing chips from TSMC while also ramping up production in the USA 🇺🇸. This marks a massive financial commitment, reinforcing NVIDIA’s resilience against potential tariffs. A strategic move that strengthens supply chain security and boosts domestic manufacturing.

$NVIDIA(NVDA)$ Shares of Nvidia are in the green after CEO Jensen Huang stated that demand for the company’s Blackwell chips is even higher than the 3.6 million orders placed by the four major cloud providers. Indeed, he clarified that this number does not account for the additional demand from Meta Platforms, which is one of Nvidia’s biggest customers

$NVIDIA(NVDA)$ Google $Alphabet(GOOG)$ has unveiled its latest TPU processors, boasting impressive efficiency gains. However, in their presentation, they showcased a comparison graph using NVIDIA’s H100 GPUs as the benchmark for efficiency. This suggests that even Google acknowledges NVIDIA as the industry standard for AI hardware

$NVIDIA(NVDA)$ The business is booming. No recession or what so ever. It is totally the opposite, new production and shpments records are set week over week and month over month. The shorties are spreading the fear mongering for their gain. All the semiconductor manufacturers are strong buys especially when USA bringing the industry back home (USA). Please help stop the fear mongering by spreading the word and sharing this post. The reality is the semiconductor manufacturers are printing money every single second.