$NVIDIA(NVDA)$  Net flow surging, looks bullish. I would have preferred the $217ish support area, but it could start to turn around here in the short term.

$Quantumscape Corp.(QS)$ Bears are pushing GS to buy up shares just to stay delta neutral. I remember seeing something similar with $Apple(AAPL)$  during Covid and $Tesla Motors(TSLA)$  around that same period. They built a large position while keeping a "Sell rating," then eventually flipped to a buy while still holding those positions.

$Tesla Motors(TSLA)$ Realistically, assuming some kind of power run, I can see a spike above 350, settling the day around 347.78. There is also a chance of an early session spike near those levels, only to settle back down into the tip of the wedge or triangle — whichever it is, if it even is one. A straight down plummet is something I just don't see, though I'm always ready if it happens. Of course, with this thing, you never really know.

$NVIDIA(NVDA)$  Jensen has delivered year after year. Market-beating returns, stock splits, a steady stream of partnerships, smart investments, a new quarterly dividend, and of course top-tier chips and software.

Brookfield has been quietly positioning itself at the center of the AI infrastructure buildout. $NVIDIA(NVDA)$  just announced a partnership with Brookfield, Apollo, BlackRock, Blackstone, Goldman Sachs and KKR to help mobilize over $500 BILLION of third-party capital for AI infrastructure. Brookfield CEO Bruce Flatt put it this way: "Compute is fast becoming the essential layer of infrastructure and a core pillar of the Brookfield AI infrastructure strategy." AI isn't just a semiconductor story. Someone has to finance, build and operate the infrastructure behind it. $Brookfield Corp(BN)$  is becoming one of my favorite ways to play that side of the AI boom.

Institutions are quietly getting more aggressive lately. Two names I've noticed with a noticeable jump in institutional ownership over the past month: $Palantir Technologies Inc.(PLTR)$  and RKLB. Both are seeing a sharp acceleration in institutional accumulation compared to the pace over recent months. That kind of buying is worth watching. When institutions start increasing exposure while momentum is building, the next move can get interesting pretty quickly. $Palantir Technologies Inc.(PLTR)$  and $Rocket Lab USA, Inc.(RKLB)$  are definitely on my radar.

The weekly bull flag has broken out. The levels I'm watching next are 178, 186, and 196. ATH is near 209, and another test doesn't seem impossible if momentum keeps up. $Palantir Technologies Inc.(PLTR)$  pushed higher on Friday with notable relative strength while others sold off. That's something worth paying attention to. The bullish structure remains intact unless we get a weekly close below 145. A pullback into the 156-158 zone that holds could set up an interesting opportunity. Watch the trend develop in real time. More market analysis and trade setups are available on my profile.

$NVIDIA(NVDA)$ NVDA just had a monster week, up 11.56%, its strongest weekly gain since May 2025. I've been pretty skeptical about seeing a new ATH this year, but this move definitely made me rethink that view a little. Since 2023, every time NVDA has posted a weekly gain of 11% or more, it eventually went on to make a new all-time high. That's obviously not a guarantee, but it's a pattern I'm not going to ignore. If history rhymes again, a new ATH in Q3 suddenly doesn't look so crazy. I'm not chasing the move here. I want to see whether momentum can actually hold after such a big week. No hidden paywall, no complicated access. Just my framework, levels, and how I'm thinking about positioning.

This week turned out pretty well for me. $Magnite, Inc.(MGNI)$ , $Cloudflare, Inc.(NET)$ , and $Palantir Technologies Inc.(PLTR)$  all ran strong, and longtime nemesis $AppLovin Corporation(APP)$  got crushed. Maybe there's some order in the universe after all.

$NVIDIA(NVDA)$ One of the biggest points I've had with the bears is that I don't really care if NVDA goes sideways for 5, 6, 7, 8, 9, 10, or even 11 months, as long as it delivers market-beating gains for the year. That's exactly what NVDA has been doing. Up 4 years straight, and 11 of the past 13 years in the green.

$NVIDIA(NVDA)$ At $212.75, up 2.96%, the daily chart setup looks clean. The bullish continuation pattern is holding, with solid momentum pushing the price action higher.

$Palantir Technologies Inc.(PLTR)$  Microsoft's cloud and enterprise segment numbers seem to confirm that business customers are actively buying AI solutions. This takes some of the edge off the nerves around the PLTR report itself, and supports positive sentiment in the sector.

$Microsoft(MSFT)$ $Tesla Motors(TSLA)$  $Chipotle Mexican Grill(CMG)$ $Aquestive Therapeutics Inc.(AQST)$ Looks like a big moment for CMG and Microsoft investors. Record revenue and the stock is surging after hours.

$Tesla Motors(TSLA)$ It looks like the bottom might be in. I think there's a chance we could see $400+ soon.

Lisa Su recently pointed out that the AI opportunity is shaping up to be even bigger than a lot of investors expect. She threw out some key numbers: the AI accelerator market could hit $1.4T by 2030, and total compute market around $2T by 2030. Another stat that stood out was monthly AI token consumption jumping 158x over the past two years. That kind of demand growth is why hyperscalers keep raising AI CapEx and expanding infrastructure. It isn't just the chipmakers that stand to win. The whole AI ecosystem could benefit: $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Broadcom(AVGO)$&nb

$NVIDIA(NVDA)$ Bulls are now collecting a solid cash dividend every quarter on top of yearly returns that beat the market. I'd expect that dividend to keep growing over the years. NVDA has ended up being my best retirement stock.

$iShares Russell 2000 ETF(IWM)$ Looks like it's pushing toward $297 by the end of the day, holding above $296 pretty well, which was the previous day's high.

$NVIDIA(NVDA)$  There's a report out quoting Jensen Huang from his recent Seoul comments. He said we're at the beginning of the AI boom, and regarding the recent stock market sell-off, you should be happy because you can buy at a discount. He also mentioned everybody should be excited.

$NVIDIA(NVDA)$  It's interesting to see Nvidia consistently viewed as a core AI holding. The reason, to me, goes well beyond just chips. The company is positioned at the center of the entire AI infrastructure stack—covering compute, networking, software, and the platforms that underpin the next wave of tech. We're seeing AI factories being built around its ecosystem. Robotics firms are leaning on its platforms. Nations competing in sovereign AI are making significant investments in this kind of infrastructure. A good example is Japan launching what's called the world's first national AI factory. The specs are notable: 13,750 Vera CPUs paired with 27,500 Rubin GPUs, a 140 MW capacity, and it's designed to support

$Tesla Motors(TSLA)$ Keep looking away while I focus on the profits.