To The Moon

$NVIDIA(NVDA)$ Since $Apple(AAPL)$ became the largest company in the world in 2012, the stock has gone 10x. 👀I think the next decade will be for NVDA.The 2 biggest current trends?AIAutonomous driving.After that: robots like $TSLA's Optimus? $NVIDIA(NVDA)$ is important in all of these areas.

$Microsoft(MSFT)$ Virtually every successful company (except BRK) splits their stock. For MSFT, it's not a matter of "if"---it's a matter of "when". And yes, I would rather have four $100 shares than one $400 share.Hope is not a strategy. Just hold MSFT for at least another year or 2 and you will be rewarded! MSFT Long and Strong!

$Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ For the past decade, fintech’s story was sold in pixels: slick interfaces, vibrant apps, and a promise that legacy banking was obsolete -- not because the economics changed, but because the design did. But now, as capital tightens and interest rates stay stubbornly high, that illusion is cracking. The market is starting to draw harder lines between fintechs that were built on low-rate enthusiasm and those with balance sheets hardened for the long haul. And in that divergence, Robinhood and SoFi have come to represent two fundamentally different paths forward. Robinhood was born in a zero-rate world and became the interface of a movement. It democratized acc

$NVIDIA(NVDA)$ is the ​​"Tesla of GPUs"​​—trading at ​​70x P/E​​ ("bro, it’s not a stock, it’s a future-of-AI loot box"), with ​​80% gross margins​​ (aka ”printing money while rendering it”). Bulls call it ​​”the Godfather of silicon dopamine”​​; bears mutter ”this valuation needs a DLSS upscale”.​​Why bulls love it​​:​​AI crack dealer​​: Chips powering ChatGPT, Tesla bots, and your existential dread—​​$26B data center revenue​​ (digital arms race go brrr).​​CUDA cult​​: Software moat thicker than Jensen’s leather jacket.​​Splitsville​​: Stock split 10:1 in 2024—”now even my pet hamster can afford a share!”

$Tesla Motors(TSLA)$ is a great company, no question here.What permabulls don’t understand is that valuation and being a great company are two different things.They don’t understand this so they come up with fantasies to justify every valuation.Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…The global ride-hailing market now supports around $300-$500 billion EV.Robo-taxi needs to grow the total volume 100x to add $34 trillion.It’s not a capability problem, there is no such demand.Image2.AI spending is not an option for hyperscalers, it’s a necessity…None of them could afford to stop spending until all of them achieve AGI.We don’t even know what else will be needed after that. And we still have $A

$NVIDIA(NVDA)$ The most powerful companies don’t just build products -- they build dependencies. And this earnings report isn’t just about what the company sold. It’s about how deeply it’s embedded in the modern enterprise operating system.CUDA isn’t an add-on. It’s not the feature that wins deals. It’s the dependency that makes deals inevitable. For nearly two decades, NVIDIA has been expanding CUDA from a GPU programming language into the foundation layer of the accelerated computing economy. The performance delta is no longer the reason enterprises adopt NVIDIA. It’s the ecosystem lock-in. Once a Fortune 500 builds a model in CUDA, that model is optimized for NVIDIA hardware, dependent on NVIDIA drivers, and scalable only through NVIDIA-compati

The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday.A massive partnership $Navitas Semiconductor Corp(NVTS)$ announced Wednesday that $NVIDIA(NVDA)$ has selected the company to help power its next-generation AI data center systems that will include the much anticipated Rubin chips, the upcoming successor to its current, industry-leading Blackwell chips.Navitas says its gallium nitride (GaN) and silicon carbide (SiC) technologies will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-enabling chips. The technologies create "high-efficiency, scalable power delivery for next-generat

$Intel(INTC)$ is poised to become a major player in the AI and data centers sector and a strategic silicon supplier for companies like Nvidia, AMD, Apple, and Broadcom. As the only advanced foundry with significant domestic capacity, Intel is a key asset for U.S. national interests and supply chain resilience. Any expansion of its 18A node and foundry services could significantly shift market dynamics, especially amid increasing geopolitical risks surrounding overseas fabs.

$NVIDIA(NVDA)$ Just wanted to share some of my thoughts about what we’re about to go through with AI development.Everyone will be affected in some way. The successful will adapt by embracing the change. We will never be the same. And I mean really soon.I knew that NVDA was extremely important when I heard Jensen talk about using what was just 3D graphics tensor core processing for AI parallel processing back in 2023. I’d been using his GPU’s for over 10 years. What a perfect fit, especially with CUDA software. He truly is a visionary.Bottom line for NVDA investors is to invest as much as you can comfortably live without into this company.You will be rewarded 10x within 5-10 years. Just look away.

$NVIDIA(NVDA)$ I honestly don't know if this can go down to $18 as it was a few weeks ago though this seems unlikely right this moment. I don't know if $22.50 is a fair price right now. What I do know is that Intel slipped up in 2022 and went from $5 steady trailing earnings in 3 quarters to negative. Now they have pulled back to breakeven while executing the process node catch up plan to 18A which I believe is now the world's cutting edge process node. They have test chips and are ramping production for H2 2025. All they will need is volume customers for their existing ramped N3 and N4 ( mostly in Ireland ) and a lets hope $Amazon.com(AMZN)$ and

$NVIDIA(NVDA)$ Daily - Yesterday's darling with all the attention from our President and Middle East. After downfalling from November to April, we finally see this Chip King come back. Long term, great company and great hold but may see consolidation or breather at 140 or last ATH 153.

$Intel(INTC)$ is the CPU grandpa stuckin a​ ​five−year Ctrl+Alt+Delreboot loop —trading at​ −4.92xP/E​(cheaper than debugging Windows98),with​ 26B debt​​ and foundry losses gobbling cash like Pac-Man. Bulls chant “18A savior!”, but ​​-18.66% ROE​​ and ​​AMD/NVDA’s snack​**​ just turned believers into BSOD stans .Buy only if you miss debugging legacy code .

$NVIDIA(NVDA)$ is the A Ioverlord flexing in a​ 1.1T data center playground​​—trading at ​​38x P/E​​ (cheaper than your ChatGPT subscription), with ​​Blackwell GPUs yeeting $11B revenue​​ and data center sales up ​​93% YoY​​ . Bears whine “AMD! Huawei!” but CEO Jensen’s robo-army just shipped ​​136% more AI chips​ than last year’s panic attacks.​​Q4 revs hit $39.3B​​ (+78% YoY) , powered by ​​356B data center dollars​​ —enough to buy every bear a Tesla Cybertruck (and still fund Elon’s Mars trip). Gross margins? ​​73%​​ , because why let peasants taste GPU profits?

1.THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON $NVIDIA(NVDA)$ powers the compute layer. $ASML Holding NV(ASML)$ controls the production layer. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures the future at scale.The Foundry Three aren’t the future.They’re the infrastructure it runs on.Image3. $SoFi Technologies Inc.(SOFI)$ REPORTS EARNINGS TOMORROW MORNINGWhatever you think about the $Robinhood(HOOD)$ vs. $SoFi Technologies Inc.(SOFI)$ rivalry for next-gen fintech, one thing’s clear: SoFi’s 58% membership CAGR over the past five y

$NVIDIA(NVDA)$ My target for this chart is 🎯$118There’s an Inverse Head and Shoulders Pattern which has a measured move to the $125 level 👀, with a 4hr hammer candlestick developing at the current candle 🔨 The Banana 325SMA sits just above $120 and I believe it will act as a magnet 🧲 to priceIndicators reflecting the move as they are well reset and MACD is in a bullish cross heading for the zero line and RSI has just broken above its own key pivot and uptrending as well🤔

$Intel(INTC)$ A lot of it is based on Macro pressure… if you look at the market YTD you will see that INTC is in line with market movements and even better than others in the same sector. That along with 18A not fully proving itself. I think by Q2 2026 we should see actual results on stock performance after 18A results start to become clearer and policy aligns with Intels strategic importance.

1. $NVIDIA(NVDA)$ is taking a $5.5B hit this quarter tied to its H20 chips bound for China -- a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because of a rule. A red line.What we’re witnessing isn’t about slowing growth -- it’s about weaponizing it.You don’t need to be a geopolitical analyst to see the throughline. This isn’t a demand signal. It’s a control signal. Trump is redrawing who gets access to the core compute powering the AI era -- and the rest of the world is being forced to adapt in real time.So no -- this isn’t just a margin blip or a one-time charge. It’s a pricing mechanism for a new geopolitical regime. And it won’t stop with H20

$NVIDIA(NVDA)$ is bringing AI supercomputer manufacturing to the U.S. in line with efforts to reshore tech production. Partnering with $Taiwan Semiconductor Manufacturing(TSM)$ , Foxconn, Wistron, Amkor, and SPIL, Nvidia will build and test chips in Arizona and supercomputers in Texas—over 1M sq ft of new space. Mass production begins in 12–15 months, with up to $500B in AI infrastructure planned over the next 4 years.This chart shows Nvidia's meteoric rise as 'Jensenity' continues - MarketWatch

$Taiwan Semiconductor Manufacturing(TSM)$ is the most systemically important manufacturer on the planet, and ASML is its enabler. Together, they sit at the center of the global compute stack -- not just facilitating growth, but defining its pace. The stakes of their earnings go far beyond revenue beats. They point to whether the fragile equilibrium that kept semiconductors globalized, efficient, and collaborative can survive in a world that’s rapidly re-fragmenting.Because under the surface of the AI boom, something deeper is happening. Capital isn’t just chasing performance. It’s navigating policy. Export controls, tech bans, reindustrialization subsidies, chip acts, tariff feints -- these aren’t isolated events. They’re part of a broader campaign

Hello everyone! Today i want to share some trading analysis with you!1.Many major semiconductor names like $Broadcom(AVGO)$ , $NVIDIA(NVDA)$ , and $Advanced Micro Devices(AMD)$ are down over 50% from their highs, a move few saw coming just four months ago. But now, there are signs this sector might be anchoring the next leg higher.If you look at $VanEck Semiconductor ETF(SMH)$ monthly chart it looks like we pinned at bottom near the 2022 highs. The recent 90-day pause on tariffs, announced by President Trump, triggered a buying frenzy across the market, with semiconductors leading the charge.As it stands, dips should conti

$Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ For the past decade, fintech’s story was sold in pixels: slick interfaces, vibrant apps, and a promise that legacy banking was obsolete -- not because the economics changed, but because the design did. But now, as capital tightens and interest rates stay stubbornly high, that illusion is cracking. The market is starting to draw harder lines between fintechs that were built on low-rate enthusiasm and those with balance sheets hardened for the long haul. And in that divergence, Robinhood and SoFi have come to represent two fundamentally different paths forward. Robinhood was born in a zero-rate world and became the interface of a movement. It democratized acc

$NVIDIA(NVDA)$ The most powerful companies don’t just build products -- they build dependencies. And this earnings report isn’t just about what the company sold. It’s about how deeply it’s embedded in the modern enterprise operating system.CUDA isn’t an add-on. It’s not the feature that wins deals. It’s the dependency that makes deals inevitable. For nearly two decades, NVIDIA has been expanding CUDA from a GPU programming language into the foundation layer of the accelerated computing economy. The performance delta is no longer the reason enterprises adopt NVIDIA. It’s the ecosystem lock-in. Once a Fortune 500 builds a model in CUDA, that model is optimized for NVIDIA hardware, dependent on NVIDIA drivers, and scalable only through NVIDIA-compati

$NVIDIA(NVDA)$ Since $Apple(AAPL)$ became the largest company in the world in 2012, the stock has gone 10x. 👀I think the next decade will be for NVDA.The 2 biggest current trends?AIAutonomous driving.After that: robots like $TSLA's Optimus? $NVIDIA(NVDA)$ is important in all of these areas.

$Microsoft(MSFT)$ Virtually every successful company (except BRK) splits their stock. For MSFT, it's not a matter of "if"---it's a matter of "when". And yes, I would rather have four $100 shares than one $400 share.Hope is not a strategy. Just hold MSFT for at least another year or 2 and you will be rewarded! MSFT Long and Strong!

$Tesla Motors(TSLA)$ is a great company, no question here.What permabulls don’t understand is that valuation and being a great company are two different things.They don’t understand this so they come up with fantasies to justify every valuation.Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…The global ride-hailing market now supports around $300-$500 billion EV.Robo-taxi needs to grow the total volume 100x to add $34 trillion.It’s not a capability problem, there is no such demand.Image2.AI spending is not an option for hyperscalers, it’s a necessity…None of them could afford to stop spending until all of them achieve AGI.We don’t even know what else will be needed after that. And we still have $A

$NVIDIA(NVDA)$ is the ​​"Tesla of GPUs"​​—trading at ​​70x P/E​​ ("bro, it’s not a stock, it’s a future-of-AI loot box"), with ​​80% gross margins​​ (aka ”printing money while rendering it”). Bulls call it ​​”the Godfather of silicon dopamine”​​; bears mutter ”this valuation needs a DLSS upscale”.​​Why bulls love it​​:​​AI crack dealer​​: Chips powering ChatGPT, Tesla bots, and your existential dread—​​$26B data center revenue​​ (digital arms race go brrr).​​CUDA cult​​: Software moat thicker than Jensen’s leather jacket.​​Splitsville​​: Stock split 10:1 in 2024—”now even my pet hamster can afford a share!”

The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday.A massive partnership $Navitas Semiconductor Corp(NVTS)$ announced Wednesday that $NVIDIA(NVDA)$ has selected the company to help power its next-generation AI data center systems that will include the much anticipated Rubin chips, the upcoming successor to its current, industry-leading Blackwell chips.Navitas says its gallium nitride (GaN) and silicon carbide (SiC) technologies will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-enabling chips. The technologies create "high-efficiency, scalable power delivery for next-generat

$NVIDIA(NVDA)$ I honestly don't know if this can go down to $18 as it was a few weeks ago though this seems unlikely right this moment. I don't know if $22.50 is a fair price right now. What I do know is that Intel slipped up in 2022 and went from $5 steady trailing earnings in 3 quarters to negative. Now they have pulled back to breakeven while executing the process node catch up plan to 18A which I believe is now the world's cutting edge process node. They have test chips and are ramping production for H2 2025. All they will need is volume customers for their existing ramped N3 and N4 ( mostly in Ireland ) and a lets hope $Amazon.com(AMZN)$ and

$NVIDIA(NVDA)$ Just wanted to share some of my thoughts about what we’re about to go through with AI development.Everyone will be affected in some way. The successful will adapt by embracing the change. We will never be the same. And I mean really soon.I knew that NVDA was extremely important when I heard Jensen talk about using what was just 3D graphics tensor core processing for AI parallel processing back in 2023. I’d been using his GPU’s for over 10 years. What a perfect fit, especially with CUDA software. He truly is a visionary.Bottom line for NVDA investors is to invest as much as you can comfortably live without into this company.You will be rewarded 10x within 5-10 years. Just look away.

$Intel(INTC)$ is poised to become a major player in the AI and data centers sector and a strategic silicon supplier for companies like Nvidia, AMD, Apple, and Broadcom. As the only advanced foundry with significant domestic capacity, Intel is a key asset for U.S. national interests and supply chain resilience. Any expansion of its 18A node and foundry services could significantly shift market dynamics, especially amid increasing geopolitical risks surrounding overseas fabs.

$Taiwan Semiconductor Manufacturing(TSM)$ is the most systemically important manufacturer on the planet, and ASML is its enabler. Together, they sit at the center of the global compute stack -- not just facilitating growth, but defining its pace. The stakes of their earnings go far beyond revenue beats. They point to whether the fragile equilibrium that kept semiconductors globalized, efficient, and collaborative can survive in a world that’s rapidly re-fragmenting.Because under the surface of the AI boom, something deeper is happening. Capital isn’t just chasing performance. It’s navigating policy. Export controls, tech bans, reindustrialization subsidies, chip acts, tariff feints -- these aren’t isolated events. They’re part of a broader campaign

$NVIDIA(NVDA)$ Daily - Yesterday's darling with all the attention from our President and Middle East. After downfalling from November to April, we finally see this Chip King come back. Long term, great company and great hold but may see consolidation or breather at 140 or last ATH 153.

$Intel(INTC)$ is the CPU grandpa stuckin a​ ​five−year Ctrl+Alt+Delreboot loop —trading at​ −4.92xP/E​(cheaper than debugging Windows98),with​ 26B debt​​ and foundry losses gobbling cash like Pac-Man. Bulls chant “18A savior!”, but ​​-18.66% ROE​​ and ​​AMD/NVDA’s snack​**​ just turned believers into BSOD stans .Buy only if you miss debugging legacy code .

$NVIDIA(NVDA)$ is the A Ioverlord flexing in a​ 1.1T data center playground​​—trading at ​​38x P/E​​ (cheaper than your ChatGPT subscription), with ​​Blackwell GPUs yeeting $11B revenue​​ and data center sales up ​​93% YoY​​ . Bears whine “AMD! Huawei!” but CEO Jensen’s robo-army just shipped ​​136% more AI chips​ than last year’s panic attacks.​​Q4 revs hit $39.3B​​ (+78% YoY) , powered by ​​356B data center dollars​​ —enough to buy every bear a Tesla Cybertruck (and still fund Elon’s Mars trip). Gross margins? ​​73%​​ , because why let peasants taste GPU profits?

1. $NVIDIA(NVDA)$ is taking a $5.5B hit this quarter tied to its H20 chips bound for China -- a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because of a rule. A red line.What we’re witnessing isn’t about slowing growth -- it’s about weaponizing it.You don’t need to be a geopolitical analyst to see the throughline. This isn’t a demand signal. It’s a control signal. Trump is redrawing who gets access to the core compute powering the AI era -- and the rest of the world is being forced to adapt in real time.So no -- this isn’t just a margin blip or a one-time charge. It’s a pricing mechanism for a new geopolitical regime. And it won’t stop with H20

1.THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON $NVIDIA(NVDA)$ powers the compute layer. $ASML Holding NV(ASML)$ controls the production layer. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures the future at scale.The Foundry Three aren’t the future.They’re the infrastructure it runs on.Image3. $SoFi Technologies Inc.(SOFI)$ REPORTS EARNINGS TOMORROW MORNINGWhatever you think about the $Robinhood(HOOD)$ vs. $SoFi Technologies Inc.(SOFI)$ rivalry for next-gen fintech, one thing’s clear: SoFi’s 58% membership CAGR over the past five y

$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took

Hello everyone! Today i want to share some trading analysis with you!1.Many major semiconductor names like $Broadcom(AVGO)$ , $NVIDIA(NVDA)$ , and $Advanced Micro Devices(AMD)$ are down over 50% from their highs, a move few saw coming just four months ago. But now, there are signs this sector might be anchoring the next leg higher.If you look at $VanEck Semiconductor ETF(SMH)$ monthly chart it looks like we pinned at bottom near the 2022 highs. The recent 90-day pause on tariffs, announced by President Trump, triggered a buying frenzy across the market, with semiconductors leading the charge.As it stands, dips should conti

$NVIDIA(NVDA)$ My target for this chart is 🎯$118There’s an Inverse Head and Shoulders Pattern which has a measured move to the $125 level 👀, with a 4hr hammer candlestick developing at the current candle 🔨 The Banana 325SMA sits just above $120 and I believe it will act as a magnet 🧲 to priceIndicators reflecting the move as they are well reset and MACD is in a bullish cross heading for the zero line and RSI has just broken above its own key pivot and uptrending as well🤔

$NVIDIA(NVDA)$ is bringing AI supercomputer manufacturing to the U.S. in line with efforts to reshore tech production. Partnering with $Taiwan Semiconductor Manufacturing(TSM)$ , Foxconn, Wistron, Amkor, and SPIL, Nvidia will build and test chips in Arizona and supercomputers in Texas—over 1M sq ft of new space. Mass production begins in 12–15 months, with up to $500B in AI infrastructure planned over the next 4 years.This chart shows Nvidia's meteoric rise as 'Jensenity' continues - MarketWatch