$SpaceX(SPCX)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ Who can build an AI data center in space? The Nasdaq 100 index is coming soon. Why panic? Buy, hold, and profit.

$ERock, Inc.(EROC)$ If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the $NVIDIA(NVDA)$  GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute. This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50. EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will glad

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Tesla Motors(TSLA)$  Poor bears once again.

$Tesla Motors(TSLA)$ It's good to see it back above $400 again.

$NVIDIA(NVDA)$ It's so easy to stay long on this cash cow juggernaut. I would be kicking myself if I had ever sold out during any single dip. Nvidia is one of the best stocks in market history.

$NVIDIA(NVDA)$ NVDA's midday dip was driven by a broad sell-off across the tech sector. The backdrop includes lingering investor concerns over stretched tech valuations and escalating geopolitical tensions in the Middle East. In my opinion, this is temporary and I'm holding long-term. Let's see what the next hour brings.

$NVIDIA(NVDA)$  CEO Jensen Huang mentioned that the second half of this year is going to be very, very busy with Grace Blackwell, Vera Rubin, and they have a surprise new product that hasn't been disclosed yet.

$Tesla Motors(TSLA)$ The facts are pretty clear. For every day and every dollar that gas prices remain elevated, another person becomes a permanent Tesla buyer.

$NVIDIA(NVDA)$ Patience. There's no way Nvidia doesn't eventually join this rally. It looks like the cheapest, most lucrative play in the market right now.

$Tesla Motors(TSLA)$ Why are we so interested in Elon Musk? He's the greatest performer in Wall Street history. It all comes down to the potential of hundreds of trillions, folks.

$Tesla Motors(TSLA)$  I see that Ron Baron has expressed confidence in Elon, putting $10 billion into SpaceX, with plans to cash out on the IPO day.

$Tesla Motors(TSLA)$ BYD is better than Tesla in EVs... Better than Tesla in humanoid robots... Better in FSD because they now use NVIDIA Level 4... Better in solar and batteries... BYD seems better in almost every tangible AI or automotive aspect... But BYD has a P/E of 14 and Tesla is around 400... And BYD is a growing company while Tesla's growth is negative... BYD has a market cap of 13 billion USD and Tesla's is about 1000x that... So something seems off with how the market values these two stocks.

$NVIDIA(NVDA)$ If this doesn’t get you excited about NVDA, you might want to check your pulse. Bears, you should be getting used to this kind of treatment by now.

223.75It set a new all-time high during the session. Will we challenge it again into the close? What a day.

$NVIDIA(NVDA)$  For the bears out there, it's another good day to be an investor.

$NVIDIA(NVDA)$ Most people aren't grasping that Nvidia is the AI juggernaut—it's essentially Google, Apple, Meta, Tesla, and Microsoft all in one. It's the foundation of data centers now, and in the future it will be the core of driverless cars, robots, and autonomous delivery systems. It looks like it could end up absorbing the other Mag 7 companies.

$Tesla Motors(TSLA)$  Nasdaq futures are up 40 points. A nice start to the week for TSLA.

$Tesla Motors(TSLA)$  I have a funny feeling. Seriously though, I think this is going to have a big move this week. I might be wrong, but I've been watching it for five years and I feel we're at a turning point.

$Tesla Motors(TSLA)$  Any of you shorts know why TSLA doesn't go to zero? The more garbage you post, the more the stock bounces back. Remember, TSLA is up 5000% since its IPO. Think about that for a good minute.

$NVIDIA(NVDA)$ NVDA does like to tease, but ultimately, she pleases. lol A new all-time high.