To The Moon

$Advanced Micro Devices(AMD)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$  🎯 The Setup: From GPUs to AI’s Cash Engine I’m looking at Nvidia expected to generate $97.5B in free cash flow in FY26; that’s up nearly $37B YoY and a staggering 26× since FY23 ($3.75B). By contrast, AMD is projected at $7.5B, a 7× lift in the same span. The divergence isn’t incremental; it’s exponential. Nvidia has followed the AI script almost perfectly, evolving from a GPU vendor into the cash machine of the Fourth Industrial Revolution. 📈 The Ascent: Market Power at Unprecedented Scale I’m seeing Nvidia’s stock surge 1,200% since late 2022, the fastest rise for any U.S. mega

$NVIDIA(NVDA)$   NVIDIA Hot Events Impact Summary High Correlation Events: Mixed Q2 results (revenue beat vs. data center miss) combined with CEO stock sales and market greed (Fear & Greed Index: 72.68) create short-term volatility. Long-term AI leadership remains intact, but risks include valuation sensitivity and growth sustainability doubts. Conclusion: High-correlation earnings events dominate, with short-term bearish pressure (34% bullish vs. 6% bearish sentiment) offset by structural AI demand. Trading Highlights High bearish hedging activity (High correlation): Extreme put/call ratios in options trading with 87% of notable transactions involving deep out-of-money puts (e.g. 75-170 strike vs current ~1

$Advanced Micro Devices(AMD)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$  🎯 The Setup: From GPUs to AI’s Cash Engine I’m looking at Nvidia expected to generate $97.5B in free cash flow in FY26; that’s up nearly $37B YoY and a staggering 26× since FY23 ($3.75B). By contrast, AMD is projected at $7.5B, a 7× lift in the same span. The divergence isn’t incremental; it’s exponential. Nvidia has followed the AI script almost perfectly, evolving from a GPU vendor into the cash machine of the Fourth Industrial Revolution. 📈 The Ascent: Market Power at Unprecedented Scale I’m seeing Nvidia’s stock surge 1,200% since late 2022, the fastest rise for any U.S. mega

$NVIDIA(NVDA)$   NVIDIA Hot Events Impact Summary High Correlation Events: Mixed Q2 results (revenue beat vs. data center miss) combined with CEO stock sales and market greed (Fear & Greed Index: 72.68) create short-term volatility. Long-term AI leadership remains intact, but risks include valuation sensitivity and growth sustainability doubts. Conclusion: High-correlation earnings events dominate, with short-term bearish pressure (34% bullish vs. 6% bearish sentiment) offset by structural AI demand. Trading Highlights High bearish hedging activity (High correlation): Extreme put/call ratios in options trading with 87% of notable transactions involving deep out-of-money puts (e.g. 75-170 strike vs current ~1