$IREN Ltd(IREN)$ There is a reason earnings are scheduled a day after NVDA. Wednesday next week is launch day. Jensen has this.

$NVIDIA(NVDA)$  The best stock of all time is now trading less than 5% from its all-time record highs. It's not really a matter of if it breaks out, more of a matter of when.

$NVIDIA(NVDA)$ Not seeing many bears or clowns around today. I was actually looking forward to their takes. It's always a bit of entertainment while the position is doing well.

$NVIDIA(NVDA)$  The near-term price action, red or green, doesn't really change much. The broader trend still looks intact to me. AI spending and demand keep growing, and NVDA's stock price has been moving right along with it. That correlation has held up for a while now, four years and counting.

$NVIDIA(NVDA)$ The stock is getting hit hard, down more than 8%, but the long-term growth story still looks intact to me. Wall Street estimates AMD revenue could scale from roughly $35B today to over $100B by 2028. The growth thesis is built on expanding AI opportunities, including partnerships and demand from big players like META, OpenAI, Anthropic, and ORCL. AMD's upcoming MI450 accelerators are expected to compete directly with NVDA in large-scale AI data center deployments. Revenue estimates: FY2025: $34.6B 2026: $49.7B 2027: $79B 2028: $107.6B That would put Lisa Su's $100B revenue goal ahead of schedule. The weakness today feels more tied to the broader semiconductor selloff rather than anything AMD-specific.

$SUPER MICRO COMPUTER INC(SMCI)$ It feels like the market only ties this to $NVIDIA(NVDA)$  on the red days.

$Galaxy Digital Holdings Ltd.(GLXY)$ I'll admit it, I'm a cheerleader for the right stocks... $IREN Ltd(IREN)$  $NEBIUS(NBIS)$  $NVIDIA(NVDA)$ 

$NVIDIA(NVDA)$  For anyone who bought the dips under $200 – whether in the $160s, $170s, $180s, or $190s – it's been a nice return year to date.

$BlackBerry(BB)$ This is a look at what could come next. The first part is about the AI factory, with things like Vera, Rubin, NVLink, and Spectrum-6. The second part explains why spending on AI is likely to expand beyond just GPUs. It points to agentic AI, which would involve GPUs, CPUs, memory, networking, storage, and power. The third part outlines a path from the AI factory to physical AI, linking Vera Rubin to agentic AI, then to IGX Thor and QNX, and finally to physical AI. BB.TSX $NVIDIA(NVDA)$  $Microsoft(MSFT)$  $Alphabet(GOOGL)$ 

$NVIDIA(NVDA)$ An analyst maintained a Buy rating on NVIDIA and kept a $275 price target, noting the company remains the leader in AI accelerators and expecting its Blackwell and upcoming Rubin platforms to continue driving strong growth through 2027. Those puts must be printing.

If $NVIDIA(NVDA)$  breaks above the 50-day moving average, which is around $210, I think we could see a significant move. That would put it into breakout territory, making a revisit of the recent highs a real possibility.

CPO is emerging as a major battleground in AI infrastructure. Morgan Stanley's recent analysis pointed to key players across lasers, switches, optical engines, and silicon photonics. Companies like $Silver Verde May Mining Co., Inc.(SIVE)$ , $Coherent(COHR)$ , $Lumentum(LITE)$ , $Broadcom(AVGO)$ , $NVIDIA(NVDA)$ , and $Marvell Technology(MRVL)$  are all positioned within this supply chain. One aspect that stands out is the potential for CPO laser supply to become a critical bottleneck. It's possible that so

$Amazon.com(AMZN)$ The setup here looks like it deserves some attention. The recent pullback has brought the price back toward a key technical support zone, and there's been some buyer interest showing up. Personally, I find more opportunity in watching high-quality names when they're building a new base, rather than chasing extended momentum. That's often where the better risk-to-reward setups develop. If support continues to hold and volume picks up on the next move higher, Amazon could start a fresh leg up. The long-term story around AWS, AI infrastructure, advertising, and e-commerce efficiency still looks solid, and this consolidation phase is giving the chart time to reset. Sometimes, the simpler setups are the ones that work out best.

$NVIDIA(NVDA)$ NVDA continues to stand out while much of big tech paused after the recent move. Jensen Huang remains a key AI catalyst, and the price action looks more constructive. The stock is holding above the 20EMA, momentum is improving, and the MACD is showing signs of a bullish crossover as buyers defend key support. A decisive break above recent resistance could attract more institutional buying. The initial setup risked about $1 per share. So far, the reward has already exceeded 10R. I'm staying patient until the chart tells me the trend has changed. $C3.ai, Inc.(AI)$  $SUPER MICRO COMPUTER INC(SMCI)$  $

$NVIDIA(NVDA)$  Honestly, the past six months have felt like a daily power hour for anyone who's been long.

$NVIDIA(NVDA)$  It should be making new ATHs sooner rather than later. I think it'll be above 250 before the next earnings report.

$NVIDIA(NVDA)$ All my holdings—SNDK, WDC, STX, MU, AMD, MRVL, INTC—are up anywhere from 5% to 10% today. It's a bit funny how the oil situation hasn't really "affected" them at all.

$NVIDIA(NVDA)$ Nvidia has something that every company wants. It's never been easier to stay long. Getting paid decently to wait is an added bonus. Jensen's doing a good job.

$NVIDIA(NVDA)$  Honestly, Michael B has caused a lot of stress. Shorting itself has been banned at times in some European markets, but what bothers me more is the way he repeatedly advertised his position on TV. I’d much rather see the market and Nvidia rise strongly from here on out.

$NVIDIA(NVDA)$ NVDA hanging around the $220's after earnings is fine by me. It usually sells off a bit more but eventually comes right back up to new highs. That pattern repeats.