To The Moon

$Navitas Semiconductor Corp(NVTS)$ Magnachip has licensed the GeneSiC Gen4/Gen5 TAP tech, covering 1.2-3.3 kV and up. Navitas is expected to buy 1,461,988 Magnachip shares at $3.42, which comes to $5.0M, with closing anticipated around Sept 24, 2026. The margin story is more about mix shift. Non-GAAP gross margin was 39.5% in Q2, and Q3 guidance points to roughly 39.7%, so about 100 bps higher. GAAP gross margin is only 0.4%. The 800V and higher content angle is the management thesis, though it is not a reported dollar-per-megawatt figure from filings. The $25K-$35K per MW range is from a third party, not an official management statement. Between demand, the $NVIDIA(NVDA)$  800V angle, and the t

$NVIDIA(NVDA)$  Each year Nvidia gives you an opportunity to buy. Last year it dipped into the $80s, and this year it dipped into the $160s. If you bought those dips, you are feeling great.

$NVIDIA(NVDA)$ I've been through more dips, selloffs, and market corrections with this stock over the past decade than I can count. But none of that comes close to the gains it has delivered.

$Oracle(ORCL)$ The top AI companies keep backing it up with actual results and earnings. Meanwhile, the bear case still rests on plausible-sounding stories about everything being doomed. At some point you have to decide which one carries more weight. $NVIDIA(NVDA)$  $IREN Ltd(IREN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$ 

$NVIDIA(NVDA)$ Nvidia isn't just a chip company anymore. It's becoming the infrastructure platform for all of AI. Jensen Huang is saying AGI has arrived, powered by 100,000+ Nvidia Grace Blackwell GPUs. Could see 250 next week.

$NVIDIA(NVDA)$ My guess is up 107% over one year for 2026, though I am not sure what price we started from.

$NVIDIA(NVDA)$ Goldman's Peter Callahan points out that Nvidia now trades under 10x Goldman's updated 2028 EPS estimates.

$American Fusion Inc.(AMFN)$ I'm getting my funds together to add a bit more. This kind of sale won't last forever. $NVIDIA(NVDA)$  $Apple(AAPL)$  $SpaceX(SPCX)$ 

$ZenaTech, Inc.(ZENA)$ Buy and hold. For those just getting familiar with this one, the longer-term chart tells the story.

$NVIDIA(NVDA)$ Wall Street players have a lot more capital than retail investors. They could potentially push the price down and liquidate call positions with large amounts of money. Even if earnings turn out fine, the recent price action makes me a little skeptical. That said, I'm still all in with several thousand dollars. Let's see what happens.