To The Moon

$NVIDIA(NVDA)$ I just started paying attention to this board, and honestly, there are a few accounts I’m already planning to mute. Most of what they post is just nonstop negativity and empty criticism with no real substance. If that sounds like you, I’ll be hitting mute soon. I recently bought into NVDA, and I have no doubt this will be a profitable investment in the coming months and years.

$Microsoft(MSFT)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ I'm getting tired of hearing the Capex argument repeated over and over. It feels like some people just latch onto whatever narrative is being pushed and follow it without much independent thought, believing what they're told to believe.

$NVIDIA(NVDA)$ NVDA has strong support around the $200/$199 level. It remains the dominant player in AI, and the company has a substantial stock buyback program in place. Analysts maintain a consensus buy rating with high price targets.

$NVIDIA(NVDA)$  It's nice to know the stock is holding at $450.

$NVIDIA(NVDA)$ I don't need to post here every day. Honestly, I'm not focused on daily, weekly, or even monthly price swings. While the stock fluctuates, I'm always looking at the annual gains. The fact is, it's been up 11 out of the past 13 years. That's a point worth repeating.

$Western Digital(WDC)$  It's doing better than Micron on price, but not on earnings.

$Western Digital(WDC)$ Goldman Sachs raised their price target on Western Digital to $650 from $400.

US stocks opened higher, with chip stocks leading the gains. The Dow is up 0.11%, the S&P 500 is up 0.32%, and the Nasdaq is up 0.78%. $Western Digital(WDC)$  is up over 5%, $Broadcom(AVGO)$  gained 3.5% after its Apple deal extension to 2031, and $SanDisk Corp.(SNDK)$  is up 4%. Risk appetite looks strong, with semiconductors still driving the market.

The storage cycle is turning, and it feels like the market is still underestimating what's ahead. AI isn't just about GPUs; it creates a huge need for high-capacity storage to house, train, and serve massive datasets. Every AI cluster needs a storage backbone, and Western Digital is positioned to benefit from that long-term trend. You can see a few key points: enterprise storage demand is improving, AI-driven data growth is accelerating, HDDs remain essential for hyperscale and cloud economics, flash demand continues its recovery as pricing normalizes, and operating leverage could significantly boost earnings as the cycle strengthens. The world is creating more data than ever, and that data has to live somewhere. AI, cloud, enterprise, and hyperscale aren't slowing down. Sometimes the best

$Western Digital(WDC)$ Short sellers in Western Digital have been taking a hit recently.