$NVIDIA(NVDA)$ I got in around February 2020 after hearing Jim Cramer talk about the Covid shutdown risk. My thinking was that people would be stuck at home playing video games, and Nvidia was making graphics cards.

$NVIDIA(NVDA)$ NVDA is still the core of AI in the US. AI is like the discovery of nuclear fission. Once it is out of the bottle, it can never be put back in. The goal is to control it and contain it, and utilize its value to help mankind. But our species has proven time and again that there are people in power among us who want to use it to empower themselves. I am long NVDA because you can't fight rising tides with a blindfold, a dinghy or some sandbags.

$NVIDIA(NVDA)$ AMD has the better return this year, but what about the 4-year return? Factor in a 10-for-1 split for NVDA too. NVDA is up 4 years straight with an average return of 116%, including this year. A cash dividend payment is just extra on top.

$NVIDIA(NVDA)$  Several years ago, NVDA had a PE of 70. Back then bears called it overpriced, overhyped, and absurd. Fast forward a few years and NVDA has easily grown into that PE, now looking absurdly cheap on the other end with a forward PE of 13. Staying long feels straightforward with 70% growth in 2027 and double chip sales.

I think Elon's statement just gave $CoreWeave, Inc.(CRWV)$  a boost. I mean, it is the company that $NVIDIA(NVDA)$  has shares in.

$Mondelez(MDLZ)$ Why MDLZ looks set to push toward $62–$65+ and then $68+ Wall St targets: 1. CPI is already priced in. Markets have digested Warsh's rate path. In high-rate regimes, capital rotates from volatile tech into defensive staples yielding around 3.4% ($0.52/sh dividend). 2. The "Lipstick Effect": Tight budgets delay big-ticket purchases, but people don't skip a $4 treat. Essential feel-good brands like Oreo, Cadbury, Milka, and Sour Patch Kids dominate grocery carts during economic squeezes. 3. The Q4 holiday wave: We are entering Mondelēz's peak seasonal revenue stretch. Halloween candy volume kicks off the run, flowing straight into Thanksgiving gatherings and Christmas chocolate gifting. 4. Oct 27 earnings setup: Cocoa futures r

Agentic AI looks like the next wave in commerce, with autonomous bots buying on behalf of consumers. For retail that's already exposed to fraud, that creates a blind spot Riskified seems positioned to address. The telemetry gap is real. Legacy tools lean on human signals like mouse movements and dwell time, but AI agents buy through clean APIs in milliseconds. Those legacy filters can mistake them for attack bots and trigger false declines that kill legitimate sales. On the enterprise side, some of the strictest CFOs out there trust Riskified with this problem. Booking.com, Gucci, Prada, Macy's, and Wayfair all run their balance sheets through its engine and protect tens of billions in GMV. When session data disappears, Riskified can query its identity graph and link an AI bot's purchase b

$NVIDIA(NVDA)$  This is completely uncharted territory for bulls. Still exciting, and it never gets old.

$Oracle(ORCL)$ Shorts have been noticeably active lately, working hard to keep the price from spiking after the unexpected news that Larry Ellison canceled his $7.5 billion stock sale. $SpaceX(SPCX)$  $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$ 

$NVIDIA(NVDA)$  None of this adds up. Seems like some hedge funds are paying to push FUD and letting their systems do the heavy lifting. This should be above $300 at this point.

$NVIDIA(NVDA)$  Let me say this again. It is not a matter of "IF" but "When" Nvda breaks all time records.

$NVIDIA(NVDA)$ Selling covered calls is basically a pure money maker. You can make money in both directions.

$NVIDIA(NVDA)$  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.