To The Moon

$NVIDIA(NVDA)$  Nebius is a company focused on building data centres designed to support AI technology. It operates a full-stack AI cloud platform, which relies on thousands of top-tier Nvidia graphics processing units, or GPUs.

$NVIDIA(NVDA)$ Micron is collaborating with NVIDIA to co-design sophisticated memory for the needs of advanced AI infrastructure.

$NVIDIA(NVDA)$ There is so much material to stand on.. the news of partnerships, deals, acquisitions and equity is really unmatched.

Actually, a pretty smart move by Lisa. Tying her customer into possible small ownership in the company. $Meta Platforms, Inc.(META)$  is going to be loyal to $Meta Platforms, Inc.(META)$  and not do this deal unless it is in their best interest! This speaks volumes for the technology that $Advanced Micro Devices(AMD)$  has… $Meta Platforms, Inc.(META)$  and Open AI is betting on them! So am I!

$NVIDIA(NVDA)$ One of the best stocks of all time, still less than 10% from all-time highs. Nothing but love. Thank you Jensen.

$Advanced Micro Devices(AMD)$  is one stock where AH is predictable for the opening.

The market appears to be shifting back towards fundamentals rather than hype and momentum. This could be one reason why $NVIDIA(NVDA)$  is diverging from the trend of its 'peers': $Advanced Micro Devices(AMD)$  and AVGO. I remain extremely bullish in the long term, of course.

$NVIDIA(NVDA)$  The U.S. spent $30 billion to replace textbooks with laptops and tablets. The outcome is a generation less cognitively capable than their parents.

I'm a bull on $NVIDIA(NVDA)$ , but the earnings do worry me. They'll need to blow the doors off every single part of their report. Wall Street shorts are sitting back, waiting to knock $NVIDIA(NVDA)$  down. If they miss by even a fraction in any area, there could be a major selloff, at least $50. I hate to think it, and I hate to say it. They do this to every stock, no matter what—$Broadcom(AVGO)$  for example, alab another. Good luck, and I truly hope I'm very wrong.

$Advanced Micro Devices(AMD)$ I think President Trump is the master at setting bear traps.