To The Moon

$NVIDIA(NVDA)$ NVDA is truly one of a kind. Everyone wants to be the next NVDA. I'm just glad to be part of this moment rather than watching from the sidelines.

$NVIDIA(NVDA)$ A couple of gaps got filled, and price is back at the 100 DMA and the 50% Fib retracement. Not a bad spot to try some earnings lotto calls.

$NVIDIA(NVDA)$  There is a lot of market noise right now. AI spending and demand keep increasing, and Nvidia's stock price should follow. Four years and counting.

$Kohl's(KSS)$ Maybe a sneaky play for the week: $Toast, Inc.(TOST)$ , $ProQR Therapeutics NV(PRQR)$ , BRZE. And of course, $NVIDIA(NVDA)$  earnings.

$NVIDIA(NVDA)$  Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of Blackwell chips. Citi sees July-quarter revenue around $93 billion, roughly $1 billion above the Wall Street estimate, helped by a strong ramp of B300 systems. For the October quarter, Citi forecasts $105 billion, about $1.5 billion above consensus, which would be a 13% sequential increase.

$SUPER MICRO COMPUTER INC(SMCI)$ Comeback of the century? Is Charles the Tom Brady of AI infrastructure? $Advanced Micro Devices(AMD)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ 

$Western Digital(WDC)$  This is exactly what I was talking about. It's one of just four stocks where I bought the dip recently. Appreciate the pullback.

$Western Digital(WDC)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Micron Technology(MU)$ Memory and storage has been holding up pretty well so far.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs.

$SanDisk Corp.(SNDK)$ There's an investor day and a major announcement scheduled for this morning, which looks like a big moment both for the company and the broader space. The setup feels very bullish.