To The Moon

NVIDIA enters this earnings report with market expectations already set at an unusually high level. Consensus for the current quarter points to revenue of $91.89 billion for the quarter, up 99.50% year over year, EBIT of $60.72 billion, up 110.03% year over year, and EPS of $2.089, up 107.20% year over year. Those forecasts matter not just because they imply another near-doubling in scale, but because they come after a prior quarter in which revenue already reached $81.62 billion, up 85.23% year over year, and profitability stayed exceptionally strong. In practical terms, investors are no longer asking whether NVIDIA is growing fast; the core variable for the stock reaction is whether AI infrastructure demand can keep supporting this pace while preserving margins at levels that remain far

NVIDIA Drops 2.3% Before Earnings — I’m Still Bullish 🚀 NVIDIA just gave investors a better entry point. Shares fell 2.3% Tuesday, as the entire semiconductor complex sold off, with NVDA now sitting around the $225 area ahead of its Aug. 26 earnings. The market is suddenly questioning whether AI spending has gone too far, whether NVIDIA is financing its own demand, and whether challengers like Cerebras and Groq can finally take share. My take? The market is focusing on the wrong risk. I’m bullish into earnings. 1. The fundamental numbers are still extremely hard to ignore NVIDIA’s last quarter was not a company showing signs of slowing down. Q1 FY27 revenue hit $81.6B, +85% YoY, while Data Center revenue reached $75.2B, +92% YoY. Even more important: NVIDIA guided Q2 revenue to approximate

$Strategy(MSTR)$  still bullish but sold to buy back if I could if there is some retracement, if not move on to other trades

$IBM(IBM)$  sold another half ibm in this account left with some long call in ibm

$Advanced Micro Devices(AMD)$  it's coming down to give us chance again! Just click buy and buy then wait for profit! See my name then you will know I'm AMD lover! $Tesla Motors(TSLA)$  another share that I'm monitoring! It's going fly more later once market open! Let's see!

NBIS, CIFR, SPCX, SG, NVDA & TEM: Key Levels to Watch Hey Tiger Brokers friends! 👋 Here’s a quick update on several names I’m watching closely today. The focus is on key support levels, potential pullbacks, and where I’d look for the next opportunity. 1. $NEBIUS(NBIS)$ : $220 Is the Key Level $NBIS is now down around 20% from our previous take-profit/short call. We’ve reached an EXTREMELY important level here. I expect price to hold in the short term, but if the $220 volume block breaks, I would expect the move to extend lower toward $140. For now, the key is whether $220 can hold. 2. $Cipher Mining Inc.(CIFR)$ : The Pullback Finally Arrived Last month, I called out the possibility of a move down into

4 Stocks Where Fundamentals Are Telling a Different Story 📊 1. $Uber(UBER)$ — Bookings Still Matter Most For Uber, gross bookings remain one of the most important metrics to watch. So far, there's little evidence that Waymo is disrupting Uber's core business. The key question isn't whether autonomous driving will change mobility — it will. The question is whether Uber's marketplace can continue growing before that disruption becomes meaningful. For now, the bookings data is still telling a relatively strong story. 🚗 2. $Zeta Global Holdings Corp.(ZETA)$ — Growth Isn't the Question Zeta is clearly out-growing many of its competitors. That's not really the debate anymore. The bigger question is: How much