To The Moon

CES isn’t just about flashy TVs and robots that pour coffee anymore.

For NVIDIA, CES has quietly turned into a narrative-setting event — the place where Jensen Huang tells the market what the next cycle is, before Wall Street fully prices it in.

This year, CES is less about “data center GPUs” (that story is already well known) and more about defining the next phase of AI adoption:

👉 AI on your desk

👉 AI on your laptop

👉 AI inside consumer hardware

👉 AI that actually feels useful

And when NVIDIA controls the narrative, prices usually follow 📈

Let’s break this down in four big CES themes that can push NVDA higher — and then I’ll show you exactly how I used cash-secured puts + covered calls to aim for ~$1,200 in one month, without YOLO nonsense.

⸻

🎤 CES Is Jensen Huang’s Stage (Not Just a Trade Show)

Every CEO talks at CES.

Only Jensen Huang moves markets.

When Jensen speaks, he doesn’t just announce products — he frames how investors should think about the next 12–24 months.

At CES 2026, the key isn’t:

❌ “How many GPUs sold?”

❌ “What’s next quarter’s guidance?”

It’s:

✅ What does AI feel like for normal users?

✅ Where does NVIDIA sit in that experience stack?

✅ How wide is the moat beyond data centers?

This matters because multiple expansion comes from story, not just earnings.

⸻

🔥 FOUR CES THEMES THAT CAN PUSH NVDA PRICES UP

⸻

🚀 1️⃣ AI PCs Become REAL (Not Just Marketing)

For the last year, “AI PC” has mostly meant:

“There’s an NPU somewhere… trust us.”

CES 2026 is where NVIDIA can finally say:

🧠 “Here’s what AI PCs actually do.”

What the market wants to hear:

✔ Local AI inference (no cloud lag)

✔ AI tools that run offline

✔ Creator workflows accelerated by RTX

✔ Clear advantages over CPU-only NPUs

Think:

• AI video editing

• Local LLM copilots

• Real-time 3D scene generation

• AI-assisted coding without cloud dependence

💡 Why NVIDIA wins:

Because performance per watt + CUDA + RTX AI stack still crushes generic NPUs.

If Jensen shows:

➡ RTX GPUs delivering usable local AI

➡ OEMs committing to RTX-powered AI laptops

That’s a new demand cycle, not a replacement cycle.

📈 Stock impact:

This widens NVDA’s TAM beyond data centers into millions of devices.

⸻

🎮 2️⃣ RTX 50 Series = Gaming + AI Converge

Gaming alone doesn’t move NVDA like it used to.

But gaming + AI absolutely does 🎮🤖

At CES, rumors will swirl about:

• RTX 50

• RTX 50 SUPER refresh

• AI-driven frame generation

• AI-enhanced rendering pipelines

But here’s the key:

💥 The GPU is no longer just a gaming chip.

It’s becoming:

• An AI accelerator

• A simulation engine

• A creator workstation

• A local inference box

If NVIDIA frames RTX 50 as:

🎯 “Your personal AI supercomputer”

Then suddenly:

• Gamers

• Creators

• Engineers

• Students

• Indie devs

…are all in the same demand bucket.

📈 Stock impact:

Gaming stops being cyclical — it becomes structural.

⸻

🤖 3️⃣ Robotics, Simulation & Digital Twins Go Mainstream

This is the sleeper catalyst 😴➡🔥

CES is full of:

• Robots

• Autonomous systems

• Smart devices

• Edge AI demos

Behind almost all of them?

🧠 NVIDIA Omniverse + Isaac + CUDA

If Jensen shows:

✔ More robotics partners

✔ More simulation adoption

✔ Digital twin workflows

✔ Real-world deployments (not just demos)

Then NVIDIA stops being:

❌ “Just a GPU company”

And becomes:

✅ The operating system for physical AI

This matters because:

• Robotics cycles are LONG

• Switching costs are HUGE

• Software margins are MASSIVE

📈 Stock impact:

This justifies higher long-term multiples, not just short-term trades.

⸻

⚡ 4️⃣ Performance Per Watt Becomes the New KPI

AI scaling is hitting a wall:

🚧 Power

🚧 Heat

🚧 Energy costs

CES is where NVIDIA can flex:

🔋 Better perf-per-watt

🔋 Smarter power management

🔋 On-device efficiency

🔋 Hybrid CPU + GPU AI workflows

Why this matters:

• Enterprises care about energy

• Consumers care about battery life

• Governments care about power grids

If NVIDIA owns efficient AI, not just powerful AI…

💣 That’s a moat competitors struggle to cross.

📈 Stock impact:

NVDA becomes future-proof, not just hype-driven.

⸻

💰 HOW I TRADE CES: CASH-SECURED PUTS + COVERED CALLS

Now the fun part 😎💸

This is where I stop guessing direction and start collecting premiums.

⸻

🧱 Step 1: I Sell Cash-Secured Puts (Get Paid to Wait)

Instead of chasing NVDA at highs, I do this:

🟢 Sell PUTs at prices I’m happy to own NVDA

🟢 Collect premium upfront

🟢 If assigned → great, I own NVDA cheaper

Example (simplified):

• NVDA trading ~190

• I sell a 185 PUT

• Premium collected: ~$800+

Worst case?

👉 I own NVDA at an effective discount

Best case?

👉 PUT expires worthless and I repeat

🧠 Why this works during CES hype:

IV is elevated

Fear & excitement inflate premiums

Time decay works FOR me ⏳

⸻

$NVDA 20260220 185.0 PUT$ 

🎯 Step 2: Covered Calls on Shares I Already Own

Once I own shares (or already had them):

🔴 I sell CALLs slightly out-of-the-money

🔴 I cap upside — but I get paid for it

🔴 I do this weekly or bi-weekly

Example:

• NVDA at 190

• Sell 195 or 200 CALL

• Collect $200–$300 per contract

If NVDA runs?

👉 Shares get called away at profit

If NVDA stalls?

👉 I keep premium and repeat

⸻

💵 How This Adds Up to ~$1,200 in a Month

Let’s stack it 👇

Monthly premium sources:

🟢 Cash-secured PUT: ~$800

🟢 Covered CALLs (2–3 cycles): ~$400

🎉 Total: ~$1,200/month

Without predicting tops or bottoms.

No crystal ball 🔮

No stress

Just structure + discipline

⸻

🧠 Why CES Is Perfect for This Strategy

CES creates:

• Elevated IV

• Big headlines

• Short-term hype cycles

• Price ranges

That’s exactly what option sellers want 😏

Instead of asking:

❌ “Will NVDA go up?”

I ask:

✅ “Can NVDA stay above/below a level for 7–14 days?”

Much easier game.

⸻

🎉 Final Thoughts: NVDA Is More Than a Trade

CES 2026 isn’t about one product.

It’s about where AI is going next.

NVIDIA is positioning itself as:

🧠 The brain

🎮 The engine

⚙ The platform

🤖 The operating system

And while Wall Street debates valuation…

I’m over here:

💸 Selling puts

💸 Writing calls

💸 Collecting premiums

💸 Letting time work for me

Trade smart.

Have fun.

Let Jensen do the talking — I’ll do the collecting 😎

@Daily_Discussion @MillionaireTiger @TigerClub @TigerEvents @InverseCramer @LawrenceSG