To The Moon

$NVIDIA(NVDA)$  The AI boom needs more than just NVDA. It needs silicon, power, copper, silver, and ultra-high-purity quartz. HPQ is exceptionally rare and critical to semiconductor manufacturing. Silver is increasingly tied to electronics and data-center infrastructure. The materials side is worth watching.

$NVIDIA(NVDA)$ Nvidia will finish 2026 closer to $300 than $200. Book it.

$iShares Silver Trust(SLV)$ Inflation, data center buildout, or fear in the financial system — pick one. All three point to higher silver in my view. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ 

$NVIDIA(NVDA)$ It's interesting to think that the gains from our SNDL and MU positions in a single session have outpaced what some NVDA long-term holders have seen over the past year.

$NVIDIA(NVDA)$  $NVIDIA(NVDA)$  There's been a record $7.1 billion inflow into U.S. semiconductor ETFs recently, with investor focus on AI-related chip stocks like Nvidia. The iShares Semiconductor ETF alone pulled in $5.4 billion. This seems to reflect some confidence in long-term AI infrastructure demand, which could be supporting Nvidia's stock.

$NVIDIA(NVDA)$ It's pretty straightforward to make the bears look foolish. All I need to mention is that Nvidia has been up four years in a row and up in 11 of the past 13 years. That track record speaks for itself. I just like pointing that out. I'm curious to see what 2026 has in store for them.

$NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ Samsung is reportedly scaling up its storage production for NVIDIA's Vera Rubin.

$BlackBerry(BB)$ The company is still a bit of a punchline for some, but the underlying QNX stack is starting to look serious. Last quarter showed $72.3M in revenue, up 25.7% year-over-year, with an 86% gross margin. Nearly half the company's business now comes from QNX. What's striking is how deeply embedded it already is. In automotive, it's basically everywhere—used by all top 10 OEMs and 24 out of 25 EV makers. In medical and robotics, it's in 9 of the top 10 medical device makers and 8 of the top 10 surgical robotics platforms. For industrial and defense, it's in over 300 programs, including NATO systems and NASA flight software. It also sits right at the foundation of the chip ecosystem, connected to names like

$NVIDIA(NVDA)$ As data center revenue goes up, so do the dividends. There's no stopping my dividend increases now. I see the light. You might see it too, maybe even after the next earnings report, when the next dividend announcement will follow soon after. Nvidia isn't going to try to hold on to all that extra cash. They're in this for their customers, employees, and shareholders, and the money is going to start flowing from this gusher. They've struck it rich.

$NVIDIA(NVDA)$ Claude just got Blackwell’d. Anthropic’s Claude models are now generally available on NVIDIA GB300 Blackwell Ultra in Azure (via Microsoft Foundry). This is the first time Claude runs on NVIDIA silicon. This is going to move fast for enterprise agents.