The DeepSeek Sputnik moment an

The DeepSeek Sputnik moment and Nvidia 17% earthquake, what a ride, even $500 billion dollar Stargate couldn't move the needle, but $Arm Holdings (ARM.US)$ went to the moon and back!

Even as DeepSeek R1 news fills up my social media feed, every time I get "the server is busy, please try again later", I am gladly reminded that if only they had their hands on the latest Blackwell, it would crazy fast.

I believe Nvidia will revisit $150 level, next target of $180 is definitely attainable.

Given the low volatility, I also opened a bullish call spread $140/$150 expiry Mar 7 to take advantage of pre-earnings momentum which is already up 15% as we speak.

After all, we all need a crocodile jacket too, don't we 😂

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