$NVIDIA(NVDA)$ Added another 10k on top of the 10k position while all the doom talk keeps going around. Jensen is going to be on Cramer tonight, which should be interesting given what he said yesterday about PLTR and another major player using Anthropic less than previously thought. Meanwhile, a few of them are pretending they want to slow down. Elon is saying great idea with a straight face while he keeps chasing all the compute he can get for SpaceX, Tesla FSD, and robotics. Same story with Zuckerberg and the neoclouds.
$NVIDIA(NVDA)$ Having the dark pool zones directly on the charts really changes things. NVDA held the dark pool level zones near perfectly as it traded up to the MVC at $212.50.
$NVIDIA(NVDA)$ Buy and hold. Nvidia's volatility hasn't changed how I approach it. I've held shares for over three years and add more every month, regardless of where the price is.
$NVIDIA(NVDA)$ The AI boom needs more than just NVDA. It needs silicon, power, copper, silver, and ultra-high-purity quartz. HPQ is exceptionally rare and critical to semiconductor manufacturing. Silver is increasingly tied to electronics and data-center infrastructure. The materials side is worth watching.
$NVIDIA(NVDA)$ It's interesting to think that the gains from our SNDL and MU positions in a single session have outpaced what some NVDA long-term holders have seen over the past year.
$NVIDIA(NVDA)$ $NVIDIA(NVDA)$ There's been a record $7.1 billion inflow into U.S. semiconductor ETFs recently, with investor focus on AI-related chip stocks like Nvidia. The iShares Semiconductor ETF alone pulled in $5.4 billion. This seems to reflect some confidence in long-term AI infrastructure demand, which could be supporting Nvidia's stock.
$NVIDIA(NVDA)$ It's pretty straightforward to make the bears look foolish. All I need to mention is that Nvidia has been up four years in a row and up in 11 of the past 13 years. That track record speaks for itself. I just like pointing that out. I'm curious to see what 2026 has in store for them.