$NVIDIA(NVDA)$  Most days I can just stay in my pajamas if I feel like it. NVDA is the reason. Honestly, I owe a lot of my life to this company and this stock.

I can't think of a single mega-cap company with a more parabolic revenue trajectory than $NVIDIA(NVDA)$  right now. The speed of this data center infrastructure buildout is unlike anything in modern market history. From hyperscaler capex to enterprise AI deployments, the top-line trajectory looks less like a standard corporate growth curve and more like a vertical wall. Good luck finding a comparable chart with this level of scale in today's market.

$NVIDIA(NVDA)$ Only 3% left to go until 200 or higher, which was the target from a few days back. Now sitting at 197, but from here the targets keep getting revised lower each day.

$NVIDIA(NVDA)$  Looks like it will probably bounce around this 192 support zone again. If it doesn't hold, it's lights out. I took a small long again here, got a small 140K position in 190 calls for next week, using some of the 573K winnings from the 213 short.

$NVIDIA(NVDA)$ The after-hours price recovery didn't hold, and it's now back in the red. I'm still holding my NVDA shares.

$NVIDIA(NVDA)$ Feels like it's selling off as if the company just posted stellar earnings and guidance.

$NVIDIA(NVDA)$ I'm 100% Nvidia, all the time. My approach is basically holding, trading, and orbiting around what I see as the core of all business on Earth, even if they don't realize it yet. I guess I'm a mix of all eight types wrapped into a ninth kind of trader. I'll always be a full-on bull when it comes to Nvidia, regardless of any negative noise around the company's broader impact.

$NVIDIA(NVDA)$  Nvidia now dominates another category. They've overtaken Cisco and Arista to grab the largest market share in Ethernet switching. It's essentially one-stop shopping, and they have the biggest and best supply chain. No one else comes close.

$NVIDIA(NVDA)$ When a stock drops on low volume while the broader market is also down, I see it as a bullish signal for the medium term, even if it feels negative right now. I think it could go up soon.

$NVIDIA(NVDA)$ There are a few stocks I'm looking at during the current market volatility. I'm considering Nvidia around $200, with a view that it could reach over $300 by 2028. Amazon around $230 is another one, where I see a path to over $350 by 2028. Visa around $330 is also on my radar, with a potential target above $450 by 2028. It feels like the market often sets up significant opportunities when fear is prevalent. While short-term swings can be unsettling, companies with solid long-term growth drivers tend to be worth attention during uncertain periods. Trends in AI, cloud computing, digital payments, and global commerce still look strong for the long run. The main thing is trying to stay focused when sentiment seems to be driving a lo

It seems to me that humanoid robotics is moving into the commercialization phase. The question is less about who has the best tech and more about who can scale up first. Agility Robotics looks to have a current edge in commercialization, with real-world deployments and backing from Amazon, NVIDIA, SoftBank, and Foxconn. Tesla Optimus still holds enormous long-term potential, given Tesla's manufacturing scale and ecosystem. Figure has impressive technology, but still needs to prove it can handle large-scale production and turn a profit. For investors, the key metrics go beyond just valuation—it's about customer adoption, production volume, cost efficiency, and cash flow. Those are the factors that will likely determine the long-term winners. I don't see this becoming a winner-takes-all indu

$Penguin Solutions, Inc.(PENG)$ The stock has been quietly building momentum into the July 7 earnings release, with its price action trending alongside a steady stream of operational and strategic catalysts rather than pure speculation. Recent developments include its recognition as an NVIDIA AI Factory Specialized Partner, positioning it directly within the AI infrastructure execution ecosystem. Additional progress covers the rapid deployment of sovereign AI infrastructure in Korea using B200-class GPU clusters, and the early commercialization of next-gen CXL-based memory systems, with Tier 1 financial adoption already underway. The broader narrative is shifting toward AI infrastructure at scale—combining compute, memory, and photonic interc

$Advanced Micro Devices(AMD)$ People tend to overcomplicate this part of the AI trade. It doesn't need to beat NVIDIA to win big. Steadily gaining share across data center CPUs, GPUs, and AI accelerators, while the overall market keeps expanding, is enough. What matters more is the trajectory, not dominance. The roadmap is improving, and each product cycle is slowly narrowing the gap in key workloads. Yes, volatility will remain high, especially in semis. But the bigger picture is about positioning for multi-cycle AI demand, not just one quarter or one headline. I'm less focused on the noise here and more on where AMD will be a few cycles out.

A lot of people ask where to start. This is my core compute watchlist for the next pullback. Compute / AI Core: $NVIDIA(NVDA)$  - AI accelerator leadership, the anchor of this cycle. $Advanced Micro Devices(AMD)$  - Alternative compute plus datacenter growth. $ARM Holdings(ARM)$  - Architecture layer scaling with every AI chip design. $Intel(INTC)$  - Turnaround story plus the domestic semiconductor reshoring narrative. $NEBIUS(NBIS)$  - Emerging AI infrastructure / high-growth datacenter exposure. This is the compute layer of the AI supercycle. Pullbacks

$NVIDIA(NVDA)$ I think NVDA will be closer to $300 than $200 by December.

The cleanest way to think about AI data center stocks right now is to price the power, not the narrative. $CoreWeave, Inc.(CRWV)$  is around $59B for ~3.5GW, $NEBIUS(NBIS)$  is ~$57B for ~3.5GW, while $IREN Ltd(IREN)$  sits near ~$19B with ~5.8GW secured. They're in the same AI infrastructure race, with the same NVIDIA ecosystem exposure. Yet IREN trades like a hybrid miner, not a pure AI infrastructure play—despite having the most secured grid power. The gap comes down to monetization speed versus re-rating potential. If IREN converts even part of that capacity like its peers, the discount doesn't last. Power is the bottleneck. IREN is sitting on

The market doesn't seem to care much about ARR comparisons or contracted gigawatts right now. $NEBIUS(NBIS)$  is the story getting the backing. Every dip gets bought because it's seen as the long-term winner with the biggest upside. Meanwhile, $CoreWeave, Inc.(CRWV)$  and $IREN Ltd(IREN)$  are solid, but they're not the crowd's priority at the moment. Question for the thread: do you chase the dips on $NEBIUS(NBIS)$ , or wait for a cleaner pullback?

$TAL Education Group(TAL)$ Back in 2022, I spotted TAL at 5, then Pinduoduo and Meituan in the 60s, Alibaba last year in the 70s, Tencent over 200—and then rode another wave with AI for trend gains. I’m basically a chosen one in investing!

$Navitas Semiconductor Corp(NVTS)$ Caught a nice wave with NVDA for some profits! NVTS rode the momentum as a partner, quieting the bubble fears. Perfectly timed with the Contra688 promo – using the free cash to double down. Ready for the next push!

$BYD ELECTRONIC(00285)$ ’s chart looks solid! Half-year results are impressive—strong growth in consumer electronics, auto parts, and smart driving products. Future looks bright!