$NVIDIA(NVDA)$  is sitting just below all-time highs with a very clean trigger level to watch. It's been one of the more frustrating names this year, but the setup looks like it's tightening up.

$NVIDIA(NVDA)$ Got my dividend payment recently. Jensen really didn't need to do that with the returns he's been delivering for bulls every year, but I'll never turn down a cash payout.

$AIB Data Centers(AIB)$ 112MLooking at the potential $1B deal with $NEBIUS(NBIS)$ , including equity. Also watching $Advanced Micro Devices(AMD)$ , $Tesla Motors(TSLA)$ , and NVDA.

$NVIDIA(NVDA)$ The floor for NVDA's stock price keeps moving higher, but the ceiling still hasn't been scratched.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $NVIDIA(NVDA)$  Anthropic is sticking with its planned 2026 IPO timeline, according to Axios.

$NVIDIA(NVDA)$  This is how we get to $900 in 10 years. Organic growth gets us to $550, and if the company eventually retires 35-40% of the float, that gets us to $900-$1000 in 10 years. I've held $Apple(AAPL)$  for almost 2 decades, and a mature industry-leading company can be an enormous wealth creator for the patient and smart.

$Apple(AAPL)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Qualcomm(QCOM)$ $NVIDIA(NVDA)$  Bloomberg is reporting on foldable iPhone expectations, and Milanesi mentioned that Siri AI will be part of the narrative.

$NVIDIA(NVDA)$  King Slide, an Nvidia AI server rail supplier, posted revenue growth of 344% year-over-year for August.

$NVIDIA(NVDA)$  Bears and clowns, what did I tell you about NVDA. With those earnings and guidance, the floor keeps getting raised. The ceiling, on the other hand, hasn't been touched yet.

$NVIDIA(NVDA)$ NVDA is truly one of a kind. Everyone wants to be the next NVDA. I'm just glad to be part of this moment rather than watching from the sidelines.

$NVIDIA(NVDA)$ A couple of gaps got filled, and price is back at the 100 DMA and the 50% Fib retracement. Not a bad spot to try some earnings lotto calls.

$NVIDIA(NVDA)$  There is a lot of market noise right now. AI spending and demand keep increasing, and Nvidia's stock price should follow. Four years and counting.

$Kohl's(KSS)$ Maybe a sneaky play for the week: $Toast, Inc.(TOST)$ , $ProQR Therapeutics NV(PRQR)$ , BRZE. And of course, $NVIDIA(NVDA)$  earnings.

$NVIDIA(NVDA)$  Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of Blackwell chips. Citi sees July-quarter revenue around $93 billion, roughly $1 billion above the Wall Street estimate, helped by a strong ramp of B300 systems. For the October quarter, Citi forecasts $105 billion, about $1.5 billion above consensus, which would be a 13% sequential increase.

$SUPER MICRO COMPUTER INC(SMCI)$ Comeback of the century? Is Charles the Tom Brady of AI infrastructure? $Advanced Micro Devices(AMD)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ 

$Western Digital(WDC)$  This is exactly what I was talking about. It's one of just four stocks where I bought the dip recently. Appreciate the pullback.

$Western Digital(WDC)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Micron Technology(MU)$ Memory and storage has been holding up pretty well so far.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs.

$SanDisk Corp.(SNDK)$ There's an investor day and a major announcement scheduled for this morning, which looks like a big moment both for the company and the broader space. The setup feels very bullish.

$Western Digital(WDC)$  Volume came in at just 1.4 million after the bell, same pattern as the last two days. Feels like they are slowly walking it back toward 500.