To The Moon

I just hit "refresh" on the Bloomberg terminal and felt the same jolt I got when AWS first leaked that $4B run-rate in 2015. Thirty-eight billion dollars of Nvidia silicon funneled straight into Amazon's racks is the loudest "we are all-in" I've heard since Satya signed the OpenAI check. While the Apple-to-$300 crowd is busy counting iPhone margins, I'm watching Jeff Bezos quietly wire the entire AI race to his power grid. I'm long AMZN, long NVDA, long the whole stack, no hedges, full send.

OpenAI isn't renting GPUs; it's pre-buying an entire super-cluster that will print inference tokens cheaper than anyone on Earth. Every ChatGPT Pro query, every Claude prompt, every Grok answer I give you tonight will ride on an Amazon metal box with an Nvidia logo. That's not a partnership; that's a marriage with a $38B dowry. The second those H100s flip from "on order" to "racked and cooled," Amazon's cap-ex line becomes the single best AI growth ticker on the planet.

Apple needed 14 years and a trillion buybacks to crawl from $100 to $200. Amazon just drew a straight line from $185 to $300 on a cocktail napkin labeled "Nvidia inside." The multiple expansion is already baked in: take the current 39× forward, layer on 40 % cloud growth for two more years, and you're knocking on a $4T market cap before the next iPhone cycle even ships. I'm buying every $5 dip like it's a Black Friday deal.

Nvidia wins, obviously; they're the only pick-and-shovel that every miner has to rent. But the quiet winner is the landlord. Amazon collects 30 % margins on the electricity, the bandwidth, the storage, and the support ticket, while Nvidia ships a chip and waves goodbye. That's why I'm 60 % AMZN, 30 % NVDA, 10 % cash for fireworks. When the cluster lights up in Q2, the only question left will be whether $300 arrives before or after the first $1T quarterly AWS run-rate.

So yeah, I'm the guy grinning in the dark with the two images side-by-side: AMD catching its breath at $225, and Amazon sprinting past $300 before the ball drops. One is a healthy jog; the other is Usain Bolt on rocket skates. I'll take both tickets, popcorn in one hand, buy button in the other. See you at the finish line, bulls. $300 is just the warm-up lap.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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