To The Moon

BREAKING: President Trump says the US has made a deal to secure majority control of more than 65 billion barrels of Venezuelan crude oil "at no cost" to the American taxpayer. Trump says this more than doubles US oil reserves and is "the biggest oil deal in world history."

BREAKING: President Trump says the US has made a deal to secure majority control of more than 65 billion barrels of Venezuelan crude oil "at no cost" to the American taxpayer. Trump says this more than doubles US oil reserves and is "the biggest oil deal in world history."

BREAKING: Spot gold falls below $4,500/oz as Fed Chair Warsh says price stability is now the Fed's "predominant focus." 5 years later, and inflation is still not back below 2%. Inflation is the new normal.

$SOFI in a nutshell: Sustainable breakout above $20.13 would confirm my bullish outlook, with $50+ as the next target. Sustainable break below $14.94 would turn the outlook bearish, with $11.50 as the next target.

$SOFI in a nutshell: Sustainable breakout above $20.13 would confirm my bullish outlook, with $50+ as the next target. Sustainable break below $14.94 would turn the outlook bearish, with $11.50 as the next target.

📈 PRICE TARGET RAISED • $NVDA: PT raised to $320 from $280 by JPMorgan • $NVDA: PT raised to $315 from $300 by Mizuho • $NVDA: PT raised to $420 from $400 by Melius • $NVDA: PT raised to $300 from $285 by Goldman Sachs • $NVDA: PT raised to $400 from $315 by Bernstein SocGen Group • $NVDA: PT raised to $315 from $300 by Citi • $NVDA: PT raised to $315 from $282 by Stifel 🔵 COVERAGE • $NVDA: Overweight reiterated by KeyBanc; PT $330

📈 PRICE TARGET RAISED • $NVDA: PT raised to $320 from $280 by JPMorgan • $NVDA: PT raised to $315 from $300 by Mizuho • $NVDA: PT raised to $420 from $400 by Melius • $NVDA: PT raised to $300 from $285 by Goldman Sachs • $NVDA: PT raised to $400 from $315 by Bernstein SocGen Group • $NVDA: PT raised to $315 from $300 by Citi • $NVDA: PT raised to $315 from $282 by Stifel 🔵 COVERAGE • $NVDA: Overweight reiterated by KeyBanc; PT $330

Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.

Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.

Now that the PCE is out the way… 1) Nvidia earnings today 2) Kevin Warsh and Jackson Hole on Friday 3) Last trading day of August on Monday Volume and Vol has been very very light lately. Expect that to change in next few days?