To The Moon

$NVIDIA(NVDA)$ As data center revenue goes up, so do the dividends. There's no stopping my dividend increases now. I see the light. You might see it too, maybe even after the next earnings report, when the next dividend announcement will follow soon after. Nvidia isn't going to try to hold on to all that extra cash. They're in this for their customers, employees, and shareholders, and the money is going to start flowing from this gusher. They've struck it rich.

$NVIDIA(NVDA)$ Claude just got Blackwell’d. Anthropic’s Claude models are now generally available on NVIDIA GB300 Blackwell Ultra in Azure (via Microsoft Foundry). This is the first time Claude runs on NVIDIA silicon. This is going to move fast for enterprise agents.

In 1998, I told people to get at least 64 MB of RAM. I typically recommended the K6-2 HP for about 1,000 and added a memory board. In 2006, I recommended about 1 GB of RAM. In 2017, I said RAM didn't matter as long as you got a laptop with an M.2 drive. Most computers had 8 GB, which was more than enough for most non-gamers. In 2021, I said get 64 GB because AI needs memory. In 2023, I said get at least a desktop with 128 GB. In 2026, buy a DGX with 748 GB. Memory usage is growing exotically. Memory is cheap and is going to get expensive. If you don't think memory will get expensive, then tell me why. I had Kimi make two charts, one log and one linear. By 2030, $Micron Technology(MU)$  will make more profit than NVDA. Not a joke.

When $NVIDIA(NVDA)$  is in the game, it's too hard to ignore. I'm hopeful that our real network and potential will start to emerge rather quickly from here on. It's a good time to be a Zapatista.

$NVIDIA(NVDA)$  Here's a question for the NVDA long-term holders. I've been long since 2021-22. I rode through the big gains, the 10-for-1 split ups and downs, never selling. We've been through Fed policy, inflation, wars, and market jitters all around. Even with NVDA delivering strong quarter after quarter, year after year, the market never seems to give it the upward push it seems to deserve. Just asking — what's the reason? I realize losing China was a significant factor, but this is still a solvent, great company with a lot of history, actual cash on hand, and good future investments! Any thoughts?

I placed buy/support orders at $1.90, $1.91, and $1.92. These look like the most attractive price levels to me right now, for a few reasons. First, the partnership between $Richtech Robotics(RR)$  and $NVIDIA(NVDA)$  & $SoundHound AI Inc(SOUN)$  shows they're aligning with top players in the industry. Second, the acquisition of the manufacturing facility in Vegas demonstrates initiative and a company that's growing. Third, no debt and a strong cash position.

$Dell Technologies Inc.(DELL)$ Dell just rolled out its PowerEdge XE8812 AI server built on NVIDIA's Vera Rubin NVL144 architecture. This is more than a hardware update; it feels like a preview of where the next AI infrastructure cycle is headed. Key points: Built on the Vera Rubin NVL144 architecture Up to 144 GPUs per rack Liquid-cooled, high-density AI/HPC design What stands out to me is how quickly the ecosystem is already shifting to the next NVIDIA platform, even before the current wave has fully matured. From an investment perspective, this seems to confirm that AI infrastructure demand isn't slowing down—it's just moving to another layer in terms of complexity and scale.

$SpaceX(SPCX)$ This is getting pretty wild. SPCX reportedly signed a compute deal with open-source AI startup Reflection AI, gaining access to Nvidia's GB300 chips at Colossus 2. The numbers really stand out: • Around $150M per month starting July 1 • Roughly $6.3B total if it runs through 2029 That monthly burn is intense on its own. This is what the AI era is starting to look like in real time—not just model hype, but multi-billion-dollar compute commitments locked in years ahead, all built around Nvidia hardware. Feels like we're moving from "AI stories" to "AI infrastructure contracts" very quickly.

$NVIDIA(NVDA)$  Long term, investing in AI is the way to go. Ignoring the daily noise is the smartest thing an investor can do. The long term picture is intact. AI spend and demand keep growing, and so does Nvidia's stock price. Everything else is just noise.

Valuation is finally becoming interesting again among large-cap tech. Watching: $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Despite concerns around AI spending, competition, and regulation, these companies continue to generate real earnings growth. Growth matters. Valuation matters. The combination of both is where opportunities emerge.