$NVIDIA(NVDA)$ 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.

$NVIDIA(NVDA)$  Nvidia broke the post-earnings trend today by moving up past $250. To me, it's the strongest and best semiconductor company in the world and should make up some of the ground lost to those recent high-flying competitors.

$NVIDIA(NVDA)$ AMD's recent impressive run is just a glimpse of what NVIDIA could do in the near term. From where I stand, NVIDIA looks much cheaper than AMD and has more room to climb.

$NVIDIA(NVDA)$  Folks, someday we'll look back and consider these the good old days when investing in AI was still early.

$NVIDIA(NVDA)$ Earnings do matter. Look at where the price was a year ago, and where it might be a year from now, around $8.50 per share. Where the price ends up in a year depends on those earnings and future growth. I believe growth will continue to perform well, and the price will follow the earnings.

$NVIDIA(NVDA)$ NVIDIA's numbers are going to be astounding. The Chinese government should probably ease up a bit. NVIDIA is integrating in ways that reach into many Chinese companies, and that assimilation will eventually find its way into the government's toolkit. They might as well relax and let it play out over time. There's really nothing anyone can do to stop this process.

$NVIDIA(NVDA)$ People laugh at me when I say this is all I have to do to make bank in this stock.