$NVIDIA(NVDA)$ I thought this stock would never go below $200. This price level might be a good buying opportunity. $Intel(INTC)$ is not just about AI or microchips.
$NVIDIA(NVDA)$ Fundamentally speaking, the company is on track to nearly double its revenue in 2 years, with consensus estimates climbing over the 480 billion mark. This vertical trajectory is heavily backed by macro reality, as hyperscaler capex is projected to breach the 1 trillion milestone. With Blackwell rolling out and the Rubin architecture already secured on the long-term roadmap, compute demand is effectively translating to locked-in revenue. The fundamental moat remains entirely ironclad.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ I get why people think "if I lock in the gains, I can't lose any money" — but FOMO is a real thing. Feels like we could be heading toward 400 soon.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ stands as the blue chip AI gold standard with potential for 150x growth. KIND emerges as the next $Carvana Co.(CVNA)$ , serving as the nation's neighborhood operating system on a single platform featuring zero bot accounts.