$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $NVIDIA(NVDA)$  Anthropic is sticking with its planned 2026 IPO timeline, according to Axios.

$NVIDIA(NVDA)$  This is how we get to $900 in 10 years. Organic growth gets us to $550, and if the company eventually retires 35-40% of the float, that gets us to $900-$1000 in 10 years. I've held $Apple(AAPL)$  for almost 2 decades, and a mature industry-leading company can be an enormous wealth creator for the patient and smart.

$Apple(AAPL)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Qualcomm(QCOM)$ $NVIDIA(NVDA)$  Bloomberg is reporting on foldable iPhone expectations, and Milanesi mentioned that Siri AI will be part of the narrative.

$NVIDIA(NVDA)$  King Slide, an Nvidia AI server rail supplier, posted revenue growth of 344% year-over-year for August.

$NVIDIA(NVDA)$  Bears and clowns, what did I tell you about NVDA. With those earnings and guidance, the floor keeps getting raised. The ceiling, on the other hand, hasn't been touched yet.

$NVIDIA(NVDA)$ NVDA is truly one of a kind. Everyone wants to be the next NVDA. I'm just glad to be part of this moment rather than watching from the sidelines.

$NVIDIA(NVDA)$ A couple of gaps got filled, and price is back at the 100 DMA and the 50% Fib retracement. Not a bad spot to try some earnings lotto calls.

$NVIDIA(NVDA)$  There is a lot of market noise right now. AI spending and demand keep increasing, and Nvidia's stock price should follow. Four years and counting.

$Kohl's(KSS)$ Maybe a sneaky play for the week: $Toast, Inc.(TOST)$ , $ProQR Therapeutics NV(PRQR)$ , BRZE. And of course, $NVIDIA(NVDA)$  earnings.

$NVIDIA(NVDA)$  Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of Blackwell chips. Citi sees July-quarter revenue around $93 billion, roughly $1 billion above the Wall Street estimate, helped by a strong ramp of B300 systems. For the October quarter, Citi forecasts $105 billion, about $1.5 billion above consensus, which would be a 13% sequential increase.

$SUPER MICRO COMPUTER INC(SMCI)$ Comeback of the century? Is Charles the Tom Brady of AI infrastructure? $Advanced Micro Devices(AMD)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ 

$Western Digital(WDC)$  This is exactly what I was talking about. It's one of just four stocks where I bought the dip recently. Appreciate the pullback.

$Western Digital(WDC)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Micron Technology(MU)$ Memory and storage has been holding up pretty well so far.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs.

$SanDisk Corp.(SNDK)$ There's an investor day and a major announcement scheduled for this morning, which looks like a big moment both for the company and the broader space. The setup feels very bullish.

$Western Digital(WDC)$  Volume came in at just 1.4 million after the bell, same pattern as the last two days. Feels like they are slowly walking it back toward 500.

$Western Digital(WDC)$ Our upcoming and cutting-edge technology revenue suggests we should be at a higher market cap than Seagate. We have less debt, are still in turnaround status, and surpass Seagate revenues with the best technology, including the superior upcoming High Bandwidth Technology that solidifies our position as the top HDD AI company. So we should be trading about 25% higher, or roughly $112 higher right now. That would put it above $572.

$Western Digital(WDC)$ The crowd seems to want this at 500 and isn't selling before that. We're moving up on volume, and it looks like they're walking it up. Make them pay the price.

$Western Digital(WDC)$ A million in volume during the regular session sends it flying, like what we saw Monday, but those after-hours million-volume prints don't have the same effect. Pretty clean timing on the entry. That's also two days in a row now where a 1 million volume candle shows up right at 4 pm.

$Western Digital(WDC)$ CRWV and SMCI seem to be giving pretty clear signals on AI data center demand, along with all the infrastructure that feeds into them.