$NVIDIA(NVDA)$  What is the hold up? Should be at 275 already.

$NVIDIA(NVDA)$ Something's brewing here. New ATH before earnings, and then oh oh.

$NVIDIA(NVDA)$  There are still bullish signals here. Morgan Stanley recently flagged NVDA as relatively under-owned among mega-cap tech, while Bank of America has pointed to significant upside based on Nvidia's fundamentals and strategic positioning.

$NVIDIA(NVDA)$ Putting the gifs aside for a moment, the core idea is pretty simple. As long as AI spending and demand keep rising, NVDA's stock price should follow. We are in year four and counting. I've been posting gifs for about that long too, so maybe there's a connection.

$NVIDIA(NVDA)$ I'm not here to make bears look like clowns. That part is NVDA's job. I'm just happy to point it out.

$NVIDIA(NVDA)$  Some bears completely miss the bigger picture. This is an AI race with China, and there is no stopping, no slowdown, and no cutting back. The lead is there, and the goal is to keep it. A lot of that comes down to Nvidia.

$NVIDIA(NVDA)$ Some people ask why I stay invested. I've been in this since 2013. Out of those 13 years, 11 were green. Hard to argue against a stock with that kind of track record. Curious how 2026 will play out.

$NVIDIA(NVDA)$ As long as AI spending and demand keep growing, Nvidia's stock price is likely to follow. We're in year four now and the trend is still holding.

$Cerebras Systems(CBRS)$ I'm personally bullish on the stock. I mentioned that the other day. If others aren't interested, that just means more opportunity from my perspective. Some are even asking if it could be the next $NVIDIA(NVDA)$ , which is a comparison that's been floating around. Looking at this alongside $Micron Technology(MU)$ , the DRAM sector could set up a strong position by late 2026 or 2027.

$Palantir Technologies Inc.(PLTR)$ $Team(TISI)$ $NVIDIA(NVDA)$ $Trade Desk Inc.(TTD)$ The Trade Desk looks like it has some strong bullish potential. That's coming from a few things: a major executive restructuring, a big share buyback program, and a deeper push into the retail media ecosystem. Even though the stock has been trading near its 52-week lows, these recent strategic moves point toward long-term operational scaling and what could be an undervalued situation. A key signal here is the board's approval of a $350,000,000 stock buyback. This authorization lets TTD buy back up to 2.9% of its outst

TSMC just reinforced the AI bull case. Their CFO called AI a multi-year demand megatrend and said they’re accelerating their Arizona expansion to meet customer demand. More capacity means more AI chips, and NVIDIA remains one of TSMC's biggest advanced customers. Long-term AI demand isn't slowing. $NVIDIA(NVDA)$ 

$SELLAS Life Sciences Group Inc.(SLS)$ This is more of a side note, but creating wealth is not easy. In fact, it's downright difficult. Take my experience with Nvidia since early 2017 as an example. There have been hundreds of moments that could have pushed me to sell everything, especially with the constant noise about taking profits and not being greedy. You always have to question where advice is coming from. On top of that, there are always experts showing up with industry explanations for why the run is over. Then, a couple of years back, there was all the talk about how billionaire Druckenmiller sold his shares. Through all that, you need to focus on your own goals and look at the company's own information. You have to assess your own le

$NVIDIA(NVDA)$ Looking at today's trading range for NVIDIA (high: $213.81, low: $206.04, close: $212.50), the calculated floor pivot points come out to these levels. The extreme resistance (R3) is at $223.30, with major resistance (R2) at $218.55 and minor resistance (R1) at $215.53. The pivot point baseline sits at $210.78. On the support side, minor support (S1) is $207.76, and major support (S2) is at $203.01, though that last one seems quite unlikely to be tested. Given these numbers, the $220 level could be in sight before long.

$NVIDIA(NVDA)$ huge congrats to the longs from october from 210!

BTC.XChip stocks didn't have a great day, and now the market's closed. Bitcoin is still trading, though. $Micron Technology(MU)$  $SUPER MICRO COMPUTER INC(SMCI)$  $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ 

$NVIDIA(NVDA)$  I've been bullish and long on this for a couple of years now. That patience has paid off, and I'm waiting for our payday.

$NVIDIA(NVDA)$ I was away for a bit, taking a vacation outside of the usual crowd times. I tend to do the same with stocks—avoiding the herd mentality. NVDA has been a great investment in the past, and I believe it remains one for the present and future. Over the last 13 years, 11 of those have been positive.

SKHX is a classic case of how fast semiconductor valuations can be re-rated when demand shifts. Just a few years back, the company was still in a loss cycle. Now it's generating roughly $30M in profit per quarter, putting it in a completely different league compared to where it started. What the market is really pricing in here isn't the past, but the structural shift: moving from a struggling cyclical player to a consistent cash-flow generator within the broader AI and memory demand environment that $NVIDIA(NVDA)$  has helped define. The speed of this turnaround is exactly why semis remain one of the most asymmetric sectors when the cycle turns.

The opportunity I'm seeing looks pretty solid right now. $Palantir Technologies Inc.(PLTR)$  - down about 32% YTD (AI platform volatility reset) $ServiceNow(NOW)$  - down about 33% YTD (enterprise software compression phase) $SoFi Technologies Inc.(SOFI)$  - down about 35% YTD (fintech risk-off rotation) $Netflix(NFLX)$  - down about 19% YTD (mature growth multiple reset) $NVIDIA(NVDA)$  - flat to slightly up YTD after sharp drawdowns (AI leadership still intact) This isn't about calling a bottom—it's about watching where capital is rotating. High-quality

Someone just placed a pretty aggressive bet, about $2M in $NVIDIA(NVDA)$  call options with a 310 strike. From a trading desk perspective, this stands out immediately because of how far it is from the spot price. Context: NVDA is around $193. A 310 strike means deep out-of-the-money convexity. ~$2M in premium, pure upside leverage. This isn't a "small hedge" type of flow; it's directional exposure to a very aggressive upside scenario. Could be conviction in a longer AI supercycle, or just positioning for a potential melt-up where people don't want to be underexposed. Either way, it adds more fuel to an already momentum-heavy name.