To The Moon

$NVIDIA Corp(NVDA)$ Look at some of the tailwinds that were revealed from last week for Nvidia. These are not small tailwinds, and I believe, coupled with interpreting $Taiwan Semiconductor Manufacturing(TSM)$ , who is Nvidia's Fab, all but confirm that Nvidia are going to have an absolute blow out quarter again this month. For me, 150+ is target for NVDA by EOY.
Here's the key takeaways for Nvidia:
• NVDA will replace Intel in the Dow Jones Industrial Average
• $Meta Platforms, Inc.(META)$ says that Llama 4 models are training on clusters using over 100,000 Nvidia GPUs and will increase CAPEX in AI in 2025. Meta is NVDA’s biggest customer, so more CAPEX from Meta = more future revenue for Meta.
• $Advanced Micro Devices(AMD)$ earnings were a disappointment, highlighting how far they are behind NVDA. Cut revenue guidance even when AI is booming. They are comfortably 5 years behind NVDA, highlighting how big NVDA’s moat is. Unrivalled fundamentals
• $Amazon.com(AMZN)$ say they have a VERY DEEP partnership with Ai. Said AI will be the biggest piece fo them. Increasing Capex next year to 75B mostly to AI. Nvdiai will be getting most of this CAPEX. Amazon CEO says that AI is a once in a lifetime opportunity.
• Analyst Ming Chi Kuo, who often has an inside scoop on NVDA, says that Blackwell shipments are expected to be between 150,000 to 200,000 units in Q4, before rising more than 175% QoQ to 500,000 to 550,000 units in Q1 2025. Incredible rate of growth.
• Japan’s Sakura Internet loads up on Nvidia hardware for data center projects, says that they will ned tens of thousands of Nvidia GPUs per year. Said they will not be concerned with costs.
• Bernstein acknowledged in their bearish note on $ARM Holdings Ltd(ARM)$ that AI business and AI demand is still extremely strong. This is a positive nod for NVDA