$NVIDIA(NVDA)$ 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.

$NVIDIA(NVDA)$ Jensen is a real genius. Holding this stock for over a decade makes me feel like I've made a smart move.

$NVIDIA(NVDA)$  I think by December, Nvidia's share price is more likely to be closer to $300 than $200.

$NVIDIA(NVDA)$  Nvidia didn't gain today. There are plenty more trading days ahead, and there should be more gains to come. I'm still long on Nvidia.

$NVIDIA(NVDA)$  Nvidia's new Rubin architecture is set to roll out later this year, with several improvements over the already impressive Blackwell. Rubin chips are said to run inference at a tenth of the cost and train models at a quarter of the cost. These are significant benefits that should command a premium over prior generations, helping Nvidia sustain its strong revenue growth. Moreover, the AI build-out is far from over. Nvidia estimates that by 2030, global data center capital expenditures will reach $3 trillion to $4 trillion annually. That might sound far-fetched, but Nvidia itself projects the major AI hyperscalers will spend $1 trillion in 2027. If both projections pan out and Nvidia maintains its m

$NVIDIA(NVDA)$ No one in the world knows why Nvidia isn't rallying with the other semiconductor stocks. It's arguably one of the best companies out there, and everything looks great for it. Its forward P/E is only 26, while you look at other semis with P/Es over 100 that keep going up every day. It just doesn't make sense.

$NVIDIA(NVDA)$ I never could have imagined the journey this company would take. From a dominant gaming chip company to where it is today. I got in when they were battling ATI technologies in gaming. In my wildest dreams, I never expected this 13 years later.

$NVIDIA(NVDA)$ I'm making a prediction here: NVDA could double from the current price of $214 to around $430 within a year. That target seems very attainable to me. Surprisingly, the Trump administration's defense moves provide a significant boost.