$NVIDIA(NVDA)$ Bears and clowns can tell me if they've heard this before. As long as AI spending and demand keep rising, Nvidia's stock price should keep climbing too. We're in year 4 and counting. Everything else is just market noise.
$Advanced Micro Devices(AMD)$ $SpaceX(SPCX)$ $NVIDIA(NVDA)$ $Amkor Technology(AMKR)$ After watching Elon's full interview with Beddoes at the Economist, I'm more convinced than ever that these stocks, particularly with the recent pullback, are retirement gold just a couple years from now. I will be making a significant purchase of all 4 this week, and don't plan to look back.
$NVIDIA(NVDA)$ Has there been a single NVDA dip that didn't end up rewarding shareholders who bought through it? Outside of this latest one, of course.
Chips are under pressure, but NVDA's business isn't. $NVIDIA(NVDA)$ is down 6.6% over the past 5 days as semis slide toward a bear market, yet revenue is up 83% YoY to $303B with 75% gross margins. Mega-cap earnings week is coming up.
$Meta Platforms, Inc.(META)$ I'd be shocked if Facebook doesn't hit a $2 trillion market cap sometime soon. Meanwhile, $NVIDIA(NVDA)$ has reached that big round $5 trillion number.