To The Moon

Consensus is asking NVIDIA to clear an unusually high bar again. For the current quarter, Wall Street expects revenue of $91.80 billion, up 99.31% year over year, EBIT of $60.64 billion, up 109.77% year over year, and EPS of $2.087, up 107.01% year over year. Those expectations come after the prior quarter already delivered revenue of $81.62 billion, up 85.23% year over year, EBIT of $53.78 billion, up 93.37% year over year, and EPS of $1.87, up 94.79% year over year. The key variable for the stock is not whether NVIDIA is still growing fast in absolute terms, but whether it can sustain near-doubling growth while holding margins at levels that imply exceptional pricing power and operating leverage. That durability question is likely to matter more than a simple top-line beat. The bull case

My vote: 🟢 Very Green (+10% or more). I think the market has become too pessimistic. After five consecutive weeks of selling, much of the bad news—including the lockup expiration—has likely already been priced in. The key isn't just the headline numbers, but management's guidance. If SpaceX reports solid Starlink growth, provides encouraging updates on AI and Starship, and outlines a clear long-term roadmap, investor confidence could recover quickly. I also believe the recent selloff has lowered expectations to a level where even a modest beat could have a meaningful impact on the stock. If management demonstrates that AI investments are beginning to generate stronger commercial returns, it could become the next catalyst for a re-rating. With expectations already low and short interest st

I'm voting A. I believe both $Advanced Micro Devices(AMD)$ and Arista can deliver results strong enough to reinforce the AI investment cycle. Cloud providers are still spending aggressively on AI infrastructure, and I expect that demand to extend beyond GPUs into CPUs, networking and the broader data center ecosystem. What I'm watching most isn't just whether they beat estimates, but whether they raise guidance. If AMD shows accelerating AI accelerator adoption alongside continued EPYC strength, and Arista confirms robust demand for high-speed networking, it would signal that AI capital spending remains healthy across multiple layers of the infrastructure stack. I'm staying constructive on AI. Valuations are elevated, but companies that continue t

Big-company stakes (especially Alphabet/Google’s) are not a reliable “buy” signal for retail investors, mainly because of timing, strategy, scale, and risk profile differences. SpaceX can still be compelling on its own merits for long-horizon believers in its businesses. Why PLTR/GOOG involvement does not mean you should invest Alphabet/Google’s stake is old and strategic, not a current endorsement of the public valuation.** Google invested alongside Fidelity in 2015 (around a $10–12B company valuation) for satellite connectivity and related infrastructure. That position has ballooned into a reported $94B holding (roughly 4–6% stake post-IPO) after SpaceX’s June 2026 IPO (priced at $135/share for ~$1.75–1.78T market cap). Google cannot freely sell large portions due to lockups. It also has

I voted for A) Mega-cap tech & cloud because I believe the AI investment cycle is still in its early stages. AI spending is increasingly translating into real revenue, and I think the leading cloud platforms will continue to benefit as enterprise AI adoption grows. The demand for AI infrastructure also supports the broader semiconductor and networking ecosystem. If I could buy only one stock from this list, I'd choose $Amazon.com(AMZN)$ . AWS growth has reaccelerated, its advertising business is strong, and Amazon is well positioned to benefit from the long-term AI trend. I believe the company still has multiple growth drivers that can support earnings over the next few years. I expect some short-term pullbacks after the recent rally, but I