To The Moon

$NVIDIA(NVDA)$ CNBC reported that Nvidia's Groq 3 LPX rack is in full production and set to be deployed alongside Vera CPUs and Rubin GPUs at neocloud provider Nebius later this year, according to Nvidia senior director Dion Harris. The rack represents the commercialization of technology from Nvidia's $20 billion acquisition of Groq's assets in December, its largest deal on record. Each liquid-cooled rack packs 256 Groq chips. Nvidia says the rack can deliver 3,400 tokens per second, citing a benchmark from Artificial Analysis. Groq's chips are manufactured by Samsung, unlike Nvidia's own GPUs, which are made by Taiwan Semiconductor Manufacturing Co. On the financial side, the $20 billion Groq deal looks manageable relative to the strategic c

I tried looking for bearish catalysts, but the market seems to already know everything. That means it's already priced in. I don't see any signal of a downside for this month. Expectations will start building that the war in Iran will end within this year. The bullish catalysts for this month: ChatGPT GPT Astra is next level insane. It's set to disrupt the market ahead of the upcoming IPO. NVDA, AVGO, MRVL, MSFT, ORCL run-up. Apple: New CEO John Ternus's first event, "Surprise and Shine," on 9/9. Pre-event run-up. Nvidia: Goldman Sachs Communacopia + Technology Conference on 9/10, plus post-earnings rally. Continuation run-up. Oracle: Earnings report on 9/10. Post-earnings pop or skyrocket. Micron: Earnings report on 9/30. Earnings run-up, front-running begins about 3 weeks out. Kevin Wars

$NVIDIA(NVDA)$ Analysts have a hard time valuing Nvidia. No one has ever seen anything like it. A $5 trillion company growing at 70%. Unprecedented.

$SpaceX(SPCX)$ $NVIDIA(NVDA)$ Waiting to see if NVDA mentions SPCX on the earnings call. If that happens, SPCX could really take off. That's the real story here.

$NVIDIA(NVDA)$ Trending and not moving. After hours is going to be epic. Like CRWV. $SPDR S&P 500 ETF Trust(SPY)$  $NEBIUS(NBIS)$ 

$IREN Ltd(IREN)$ There is a reason earnings are scheduled a day after NVDA. Wednesday next week is launch day. Jensen has this.

$NVIDIA(NVDA)$  The best stock of all time is now trading less than 5% from its all-time record highs. It's not really a matter of if it breaks out, more of a matter of when.

$NVIDIA(NVDA)$ Not seeing many bears or clowns around today. I was actually looking forward to their takes. It's always a bit of entertainment while the position is doing well.

$NVIDIA(NVDA)$  The near-term price action, red or green, doesn't really change much. The broader trend still looks intact to me. AI spending and demand keep growing, and NVDA's stock price has been moving right along with it. That correlation has held up for a while now, four years and counting.

$NVIDIA(NVDA)$ The stock is getting hit hard, down more than 8%, but the long-term growth story still looks intact to me. Wall Street estimates AMD revenue could scale from roughly $35B today to over $100B by 2028. The growth thesis is built on expanding AI opportunities, including partnerships and demand from big players like META, OpenAI, Anthropic, and ORCL. AMD's upcoming MI450 accelerators are expected to compete directly with NVDA in large-scale AI data center deployments. Revenue estimates: FY2025: $34.6B 2026: $49.7B 2027: $79B 2028: $107.6B That would put Lisa Su's $100B revenue goal ahead of schedule. The weakness today feels more tied to the broader semiconductor selloff rather than anything AMD-specific.