To The Moon

$NVIDIA(NVDA)$ I'm just surprised to see so many bearish takes on a day when the stock is up 4%.

$NVIDIA(NVDA)$ It's a good feeling to see my portfolio increasing in value.

$NVIDIA(NVDA)$ Bulls believe in Jensen, while bears trust "one trick pony" Burry. That's why I call them all DFs.

Option watchlist. $Meta Platforms, Inc.(META)$  - The company recently announced Muse Spark 1.1 and plans to start manufacturing an AI chip, "Iris," in September. The stock is breaking above a weekly trendline resistance. Calls above $670 could be interesting for a potential move toward $700 and higher. There's significant call flow. $NVIDIA(NVDA)$  - The stock is breaking out of its channel on the daily chart. There's significant call flow. Calls could be viable as long as $210 holds, for a potential move toward $215 and $220. $Apple(AAPL)$  - The stock is close to all-time highs and making strong moves. The $317.40 level is being watched for a po

$Penguin Solutions, Inc.(PENG)$ PENG just posted a massive earnings beat and the market seems to be taking note. Key Q3 figures: - Revenue: $479M, well above the $421M expectation. - EPS: $0.84, beating the $0.56 estimate. - Integrated Memory revenue hit $275M, a 111% increase year-over-year. Their FY27 guidance also came in strong: - Revenue growth projected at 22%, above the 16% consensus. - EPS guidance of $2.60, higher than the $2.28 estimate. The broader narrative here is PENG's positioning as an AI Factory-focused partner within the expanding infrastructure ecosystem, alongside demand from players like Nvidia. At the end of the day, execution is key, and these numbers are certainly getting noticed.

$Alphabet(GOOG)$ Looking for a breakout on GOOG. If it holds above support, it could be a strong move.

$Tesla Motors(TSLA)$ The position update: still holding 45 shares, but I didn't sell the 392.5 call last Friday, so it got exercised. I sold those 100 shares in EXTO last night for a $300 profit. Never again leaving an option open like that, but it turned out okay—my average cost dropped to 392.5.

$SPDR S&P 500 ETF Trust(SPY)$ Similar to Nvidia, I'm sticking with my own plan here.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Google Cloud remains a key driver in the large-cap AI infrastructure space. The recent results showed 63% year-over-year growth, which is already a significant step up from previous trends. There's analysis suggesting a potential re-acceleration toward around 73% YoY next quarter, indicating demand might still be expanding rather than leveling off. For a hyperscaler of this scale, that kind of growth trajectory is important—it directly feeds into margin expansion, capex efficiency, and long-term AI monetization. The market's focus seems to be shifting beyond just search, increasingly toward cloud and AI compute scaling.

$NVIDIA(NVDA)$  I was away for a bit and it looks like the bears got a bit of momentum. I think we could break through $197 soon.