To The Moon

Chips are under pressure, but NVDA's business isn't. $NVIDIA(NVDA)$  is down 6.6% over the past 5 days as semis slide toward a bear market, yet revenue is up 83% YoY to $303B with 75% gross margins. Mega-cap earnings week is coming up.

$Meta Platforms, Inc.(META)$ I'd be shocked if Facebook doesn't hit a $2 trillion market cap sometime soon. Meanwhile, $NVIDIA(NVDA)$  has reached that big round $5 trillion number.

$NVIDIA(NVDA)$ This chart only covers one year. Nvidia gets an A+ for volatility.

$NVIDIA(NVDA)$  Still bullish here, and the stock still scores pretty high on my model.

237.89Will be another new all-time record high for this cash cow juggernaut.

$NVIDIA(NVDA)$  Higher highs and higher lows. What's not to love? Sorry, bears.

Near Field Communication (NFC). Where real estate matters. Always said this before: p(Doom) < 0. $Palo Alto Networks(PANW)$ , $Tesla Motors(TSLA)$ , $NVIDIA(NVDA)$ , $SpaceX(SPCX)$ 

$NVIDIA(NVDA)$ NVDA is a good example again. It has consistently outperformed the market averages year after year, and with Jensen leading the company, that trend looks likely to continue.

$NVIDIA(NVDA)$ Watching NVDA climb year after year, it is hard not to wonder why anyone would still want to stay bearish on it.

$NVIDIA(NVDA)$ AAPL is at the stage where options flow drives the stock now.