$NVIDIA(NVDA)$ Very interesting times for Nvidia. Jensen will fund opportunities by teaming up with Musk on the SPACEEX story. Just when you think nothing is happening, he finds a niche that other companies can't exploit.
$NVIDIA(NVDA)$ Everyone keeps comparing the current market to the dot-com bubble. But there's one massive difference: back then, many companies were selling dreams. Today, the winners have actual cash flows. Microsoft, Apple, NVIDIA, Google, Meta, Amazon—these aren't vaporware stories. They are global cash machines funding the next infrastructure cycle. The strongest companies today have solid balance sheets, margins, buybacks, pricing power, and global distribution. Sure, there will be fear. Sure, people will call every rally a bubble. But generational runs are never comfortable while they're happening. The biggest mistake might not be volatility. The biggest mistake might be getting shaken out of the most important technology cycle since th
$NVIDIA(NVDA)$ The point is straightforward for the bears. As long as AI demand and spending keep increasing, Nvidia's stock price will follow. We're in the fourth year and counting. I'm just waiting to see what the final gain will be. That's the fact of the matter. Got it?
$Alphabet(GOOG)$ The experts are still arguing about inflation, even though it's right in front of everyone and we just have to deal with it. GOOG is investing the most among its peers, and Gemini is widely accepted. We should see even better results in Q2 than last quarter.