To The Moon

$NVIDIA(NVDA)$ Bears and clowns aside, it's Nvidia's world and we're all just living in it.

$Navitas Semiconductor Corp(NVTS)$ Magnachip has licensed the GeneSiC Gen4/Gen5 TAP tech, covering 1.2-3.3 kV and up. Navitas is expected to buy 1,461,988 Magnachip shares at $3.42, which comes to $5.0M, with closing anticipated around Sept 24, 2026. The margin story is more about mix shift. Non-GAAP gross margin was 39.5% in Q2, and Q3 guidance points to roughly 39.7%, so about 100 bps higher. GAAP gross margin is only 0.4%. The 800V and higher content angle is the management thesis, though it is not a reported dollar-per-megawatt figure from filings. The $25K-$35K per MW range is from a third party, not an official management statement. Between demand, the $NVIDIA(NVDA)$  800V angle, and the t

$NVIDIA(NVDA)$  Each year Nvidia gives you an opportunity to buy. Last year it dipped into the $80s, and this year it dipped into the $160s. If you bought those dips, you are feeling great.

$NVIDIA(NVDA)$ I've been through more dips, selloffs, and market corrections with this stock over the past decade than I can count. But none of that comes close to the gains it has delivered.

$Oracle(ORCL)$ The top AI companies keep backing it up with actual results and earnings. Meanwhile, the bear case still rests on plausible-sounding stories about everything being doomed. At some point you have to decide which one carries more weight. $NVIDIA(NVDA)$  $IREN Ltd(IREN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$ 

$NVIDIA(NVDA)$ Nvidia isn't just a chip company anymore. It's becoming the infrastructure platform for all of AI. Jensen Huang is saying AGI has arrived, powered by 100,000+ Nvidia Grace Blackwell GPUs. Could see 250 next week.

$NVIDIA(NVDA)$ My guess is up 107% over one year for 2026, though I am not sure what price we started from.

$NVIDIA(NVDA)$ Goldman's Peter Callahan points out that Nvidia now trades under 10x Goldman's updated 2028 EPS estimates.

$American Fusion Inc.(AMFN)$ I'm getting my funds together to add a bit more. This kind of sale won't last forever. $NVIDIA(NVDA)$  $Apple(AAPL)$  $SpaceX(SPCX)$ 

$ZenaTech, Inc.(ZENA)$ Buy and hold. For those just getting familiar with this one, the longer-term chart tells the story.