To The Moon

$Dell Technologies Inc.(DELL)$ Dell just rolled out its PowerEdge XE8812 AI server built on NVIDIA's Vera Rubin NVL144 architecture. This is more than a hardware update; it feels like a preview of where the next AI infrastructure cycle is headed. Key points: Built on the Vera Rubin NVL144 architecture Up to 144 GPUs per rack Liquid-cooled, high-density AI/HPC design What stands out to me is how quickly the ecosystem is already shifting to the next NVIDIA platform, even before the current wave has fully matured. From an investment perspective, this seems to confirm that AI infrastructure demand isn't slowing down—it's just moving to another layer in terms of complexity and scale.

$SpaceX(SPCX)$ This is getting pretty wild. SPCX reportedly signed a compute deal with open-source AI startup Reflection AI, gaining access to Nvidia's GB300 chips at Colossus 2. The numbers really stand out: • Around $150M per month starting July 1 • Roughly $6.3B total if it runs through 2029 That monthly burn is intense on its own. This is what the AI era is starting to look like in real time—not just model hype, but multi-billion-dollar compute commitments locked in years ahead, all built around Nvidia hardware. Feels like we're moving from "AI stories" to "AI infrastructure contracts" very quickly.

$NVIDIA(NVDA)$  Long term, investing in AI is the way to go. Ignoring the daily noise is the smartest thing an investor can do. The long term picture is intact. AI spend and demand keep growing, and so does Nvidia's stock price. Everything else is just noise.

Valuation is finally becoming interesting again among large-cap tech. Watching: $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Despite concerns around AI spending, competition, and regulation, these companies continue to generate real earnings growth. Growth matters. Valuation matters. The combination of both is where opportunities emerge.

$NVIDIA(NVDA)$  Apple could have chosen anyone for their new AI chips. Who did they go with? Not AMD, not AVGO, not MRVL, not Google, not AMZN. NVDA is the premier chip company, bar none.

$Advanced Micro Devices(AMD)$ These dips are for the fearless. Those who hold on should be rewarded handsomely.

$NVIDIA(NVDA)$ For the very last time, as long as AI spending and demand keep increasing, so will Nvidia's stock price. We're in year four and counting.

$ProShares UltraPro QQQ(TQQQ)$ The US stock market was mixed last night, but the Nasdaq held up pretty strong. Even with two weak data hits, it still managed to close in the green，resilient as ever.

$Palantir Technologies Inc.(PLTR)$ I’ve been holding this one since 2022，through all the noise, the short sellers, and the “it’s overvalued” crowd. But I held on. Now? Totally worth it. This is what value investing is all about: understanding the company, seeing where it’s heading in the industry, and ignoring the short-term drama. Feels like PLTR is just getting started. Holding it? Feels damn good.

$ProShares UltraShort 20+ Year Treasury(TBT)$ I’m also shorting US Treasuries, but I went with ProShares UltraShort 20+ Year Treasury and played it with a bull call spread，extra leverage, baby! The setup keeps theta close to zero and takes advantage of higher IV on the OTM call I sold, so it softens the timing pressure a bit. Once rates really start moving, I’ll close the short call and ride the single leg call for max upside. Just laying the groundwork now, waiting for the big move!