JWCo
07-20

Time to accumulate over the next 3-4 weeks & build a position 

Nvidia Gains 2.3% to $212.06 as Nebius Stake Surfaces — Still a Buy?
Nvidia rose 2.30% to $212.06 against a weak tape after filings revealed a ~9.3% stake in AI cloud provider Nebius, reinforcing its picks-and-shovels narrative. A Chinese AI model's overload-driven signup freeze further underscored that compute demand ultimately flows to Nvidia. With Big Tech earnings accelerating and rotation intensifying, can its relative strength hold?
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