Vanessa Halifax

    • Vanessa HalifaxVanessa Halifax
      ·07-15 10:46
      $Tesla Motors(TSLA)$ I'm wondering if this could be the new Roadster model.
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    • Vanessa HalifaxVanessa Halifax
      ·07-15 07:23
      I was looking at the projections for Nvidia $NVIDIA(NVDA)$ , which is expected to bring in more than $1.6 trillion in revenue and $1 trillion in operating profit over the next three years. It's a staggering set of numbers. Seeing them really drives home why it's still one of my highest-conviction positions for the AI theme. There aren't many companies that have ever scaled at that pace. The demand for AI infrastructure keeps accelerating, Blackwell adoption is broadening, and hyperscalers are still ramping up their AI capex. Looking ahead, I think $NVIDIA(NVDA)$  could hold up well if it stays above some key support levels. Short-term volatility and some profit-taking are to be expected after a
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    • Vanessa HalifaxVanessa Halifax
      ·07-14 02:52
      $IREN Ltd(IREN)$ $NVIDIA(NVDA)$  $Oracle(ORCL)$ Even though there can be pullbacks, I think there's potential for bigger moves ahead.
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    • Vanessa HalifaxVanessa Halifax
      ·07-08
      $Tesla Motors(TSLA)$ 410-415 closing after power hour gain.
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    • Vanessa HalifaxVanessa Halifax
      ·07-01
      $Tesla Motors(TSLA)$ Just checking the board to see how many panicking shorts are bashing. My suspicion was right. I love to see so many, it tells me this will keep running. They have to cover. Should be fun.
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    • Vanessa HalifaxVanessa Halifax
      ·07-01
      $NVIDIA(NVDA)$ Highlighting inference software as a structural driver is important because it shifts the narrative from “one-time hardware capex” to “ongoing efficiency compounding.” If token costs keep dropping after deployment, then the same Blackwell GPUs effectively become more valuable over time, not less. That changes the ROI curve for hyperscalers. The mention of rapid optimization gains (like multi-fold performance improvements in models such as DeepSeek V4 within a short window) reinforces the idea that software-level improvements are now a major lever in AI infrastructure economics. NVIDIA working across inference stacks (including integrations with tools like Cursor AI) further supports the view that this is not just hardware domin
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    • Vanessa HalifaxVanessa Halifax
      ·06-29
      $Tesla Motors(TSLA)$  No matter what Musk says about the future, the fact is Tesla is over 20 years old now, and Nvidia has 80x the net income. According to Grok, Nvidia also has more advanced FSD and robotics than Tesla. TSLA is worth $75 per share. Nvidia at $600 (3x current price) would still be at a 50 P/E and a fair price.
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    • Vanessa HalifaxVanessa Halifax
      ·06-19
      $NVIDIA(NVDA)$ That whale is right about one thing. I'll take every chance to remind the bears, I've been in the green for 11 out of the 13 years I've held. What do you think 2026 is shaping up to be?
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    • Vanessa HalifaxVanessa Halifax
      ·06-15
      $SPDR S&P 500 ETF Trust(SPY)$ LET THOSE INTEREST RATES PLUMMET AND OIL PRICES ALONG WITH THEM. Inflation Elimination. $NVIDIA(NVDA)$  $Global Ship Lease(GSL)$  $Star Bulk Carriers(SBLK)$  $SpaceX(SPCX)$ 
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    • Vanessa HalifaxVanessa Halifax
      ·06-09
      $Advanced Micro Devices(AMD)$ We keep bouncing off this lower channel, with four bounce touch points circled in green. The next move could be above $600.
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