To The Moon

$Tesla Motors(TSLA)$  Some automated trading seems to be working hard to hold the 451 PE level. The pressure keeps building, and $150 could be in play after the midterms.

I own $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ , $Microsoft(MSFT)$  and $Apple(AAPL)$ , and their buybacks matter to me as a long-term investor. Done correctly with strong cash flow, reasonable valuations and an actual reduction in diluted share count, buybacks mean I can own the same number of shares while my percentage of the company gets larger. Fewer shares dividing the earnings can also increase EPS over time. A trader may care whether buybacks support the stock next week. I care whether my slice of a great company gets bigger over the next decade. With all the volatility noise, I'm keeping

$NVIDIA(NVDA)$  deal talk is now picking up speed, with some saying $Sangrix Inc(SGRX)$  could reach double or triple digits. Let's just see what happens.

$Tesla Motors(TSLA)$ Clearly, we're safe with the 400 PE. I don't want to hear any more complaining. Look at what Amazon and Intel stock are doing, and Google is dragging everything down.

$Alphabet(GOOGL)$ $Apple(AAPL)$ $NVIDIA(NVDA)$  $Amazon.com(AMZN)$ $Microsoft(MSFT)$ These are simply the best companies in the world. Safer than most governments.

$Chipotle Mexican Grill(CMG)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  will carry the market from here.

$NVIDIA(NVDA)$  I say this an awful lot. Congrats Bulls, another green day in another green year.

$NVIDIA(NVDA)$ Added more January calls here and on MU. Honestly, there's a lot of fear out there, but I'm leaning into it.

$BlackBerry(BB)$ The stock is still trading as if the Alloy Kore deal has no value at all, despite another earnings beat and a profitable quarter under the rule of 40. The market supposedly knows everything. NVDA already gets what BlackBerry does. AMZN understands it completely, and QCOM does too. Just look at the list of major customers and partners BlackBerry has. Revenue is increasing. Yes, that BlackBerry.

$NVIDIA(NVDA)$ I've held a large position for several years now, and I still can't make sense of this stock's price action. But my thesis hasn't changed — Nvidia is the backbone of the future.