To The Moon

$NVIDIA(NVDA)$ Kibbles and Bits when we do hit new record highs. Be prepared, you will be seeing many gifs like this.

$NVIDIA(NVDA)$  Google, MSFT, Meta, AMZN, TSLA, SPCX have all signaled where AI spend is heading. Same with CRWV, NBIS, SMCI. At some point the pattern is hard to ignore. It really isn't that complicated. Eventually Nvidia goes higher.

$NVIDIA(NVDA)$ I think NVDA finishes the year closer to $300 than $200.

$NVIDIA(NVDA)$  Jensen now has the biggest investment banks on board. They see the future. Compute has become a new asset class. The world is in desperate need of more compute. Nvidia is the cog that drives the AI wheel.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ I think there's a very real possibility these two companies end up merging at some point down the road. Bullish.

$Tesla Motors(TSLA)$ M&A chatter over the weekend feels pretty bullish. There's a chance this rips higher at the open on Monday as shorts get squeezed. The gap fill to $374 is still on the table.

$Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ People get excited every time and try to follow Michael Burry into short trades just because he was right once 19 years ago. Hasn't really worked out in the years since, from what I can tell.

$NVIDIA(NVDA)$ Robinhood $Robinhood(HOOD)$  just reported earnings. EPS came in at $0.62, beating the $0.41 estimate. Revenue was $1.31B, topping the $1.21B expectation. These are seriously strong numbers and in a normal environment the stock would probably be up 20%, but the broader market is dragging everything down right now.

$SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$  It feels like tech bulls are up next. Not a question of if, just a matter of when.

$Nokia Oyj(NOK)$ There's a significant development with Nokia and $NVIDIA(NVDA)$  launching the industry's first commercial AI-RAN platform. The idea is to use AI to boost the efficiency of current cellular networks, avoiding the need for a full overhaul. The key points mentioned include more efficient use of existing cell tower infrastructure, demonstrated efficiency gains of over 20%, and a target for more than 100% capacity improvement by 2028. Pilot programs are expected to start soon, with commercial rollout planned for 2027. Jensen Huang pointed out the opportunity, describing radio access networks as the next major AI infrastructure layer.