MoneyGraber
02-27

Expected it to have correction after earnings. Managed to close my call spreads earning good credits within a day. 

NVIDIA’s $4 Billion "Future Buyout": Will You Buy the Dip?
NVIDIA has injected $2 billion into each of the two optical communication giants—Coherent and Lumentum. By taking these equity stakes, NVIDIA has effectively locked down core CPO (Co-Packaged Optics) capacity for the 2027–2030 period. This is far more than a simple investment; it is a "strategic sweep" of the next-generation AI cluster architecture, ensuring NVIDIA maintains absolute "supply protection" as its CPO solutions come to life. Are you bullish on NVIDIA's long term development? Does NVIDIA’s trillion-dollar valuation have a "second curve" for support?
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