To The Moon

$NVIDIA(NVDA)$ Jensen just confirmed he's sourcing chips from TSMC while also ramping up production in the USA 🇺🇸. This marks a massive financial commitment, reinforcing NVIDIA’s resilience against potential tariffs. A strategic move that strengthens supply chain security and boosts domestic manufacturing.

$NVIDIA(NVDA)$ Shares of Nvidia are in the green after CEO Jensen Huang stated that demand for the company’s Blackwell chips is even higher than the 3.6 million orders placed by the four major cloud providers. Indeed, he clarified that this number does not account for the additional demand from Meta Platforms, which is one of Nvidia’s biggest customers

$NVIDIA(NVDA)$ NVDA, Jensen Huang, and GTC—what an incredible combination! The company's vision is unmatched, and its management team continues to execute flawlessly. There are few, if any, companies with such a strong leadership and forward-thinking strategy. At this current share price, it feels like an absolute steal. The long-term potential here is enormous, and I wouldn’t be surprised to see it hit 160+ by year-end!

$NVIDIA(NVDA)$ Google $Alphabet(GOOG)$ has unveiled its latest TPU processors, boasting impressive efficiency gains. However, in their presentation, they showcased a comparison graph using NVIDIA’s H100 GPUs as the benchmark for efficiency. This suggests that even Google acknowledges NVIDIA as the industry standard for AI hardware

$NVIDIA(NVDA)$ Last week was marvelous. S&P 500 and Nasdaq 100 down slightly, with Nvidia bucking the trend to finish up about $12. Also last year the GTC turned out to be a "buy the rumor, buy the news" event. With NVDA still at a seriously deflated price I'm saying this coming week should be phenomenal.

$NVIDIA(NVDA)$ The market needs to adjust to these tariff tantrums and move forward. It's widely understood that the administration is leveraging tariffs as a bargaining tool to renegotiate trade agreements. These measures are temporary and will likely be lifted once new trade deals are secured. Investors should focus on long-term fundamentals rather than short-term noise.

$NVIDIA(NVDA)$ NVDA will lead the tech sector as it rebounds to exceed recent all-time highs Ai build-out of over 3 trillion dollars to be spent in the next 4 years Ai infrastructure build in AMERICA will be the biggest economic achievement in this century We will be the semiconductor capital of the world . let others panic and try to invest in emerging markets. Just watch NVDA outperform them all

$NVIDIA(NVDA)$ With the Ukraine ceasefire holding, geopolitical tensions are easing, creating a more favorable environment for the markets. NVIDIA stands to benefit greatly as AI adoption surges and data center demand skyrockets. The stock’s momentum is unstoppable, and short sellers are on the verge of getting squeezed as NVIDIA continues its strong upward trajectory.

$NVIDIA(NVDA)$ The business is booming. No recession or what so ever. It is totally the opposite, new production and shpments records are set week over week and month over month. The shorties are spreading the fear mongering for their gain. All the semiconductor manufacturers are strong buys especially when USA bringing the industry back home (USA). Please help stop the fear mongering by spreading the word and sharing this post. The reality is the semiconductor manufacturers are printing money every single second.

$NVIDIA(NVDA)$ GTC25 coming up next week will turn the entire stock market around given NVDA weight. Expecting this to go beyond $150 leading towards the event and jump straight to $165 after a stellar event revealing new ground breaking AI products and entirely new use cases beyond our understanding. 🚀🚀🚀

$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took

$NVIDIA(NVDA)$ Nvidia Invented the gpu and are light years ahead of any competition. They hold absolute domination to the picks and shovels to access to this occuring compute industrial revolution. Imo the entire world as far as digital is going from cpu to gpu. And who has the keys. Absolutely nothing is going to stop the gpu adaption process. The prospects are astronomical.

$NVIDIA(NVDA)$ I believe the industry is still in a good cycle, and AI hardware demand will eventually return. Buying just a few NVIDIA cards can already hit the limit up, so sooner or later, the focus will shift back to the supply chain. Let’s wait for the Q1 earnings report!

$NVIDIA(NVDA)$ Intel $Intel(INTC)$ is setting up the fab to produce NVDA chips. That is a fantastic news. This is what NVDA wants . Additional suppliers other than TSMC $Taiwan Semiconductor Manufacturing(TSM)$ . This means more blackwell and more sales. Intel will bend forward and backward to get it done quickly. Because it is important for them.

$NVIDIA(NVDA)$ NVDA is the most intelligent and highly innovative company in the world, I can’t even imagine what they will show on March 17th GTC!!! Spoilers for later, but it’s going to be insane! U think Blackwell Is the monster? lol, I wouldn’t surprise Jensen would show case something 🤫 even greater than Blackwell …

$NVIDIA(NVDA)$ Pullbacks before breakouts are the market’s way of testing conviction.When everything looks bearish, the reversal is usually closer than you think.Fear creates the best setups. Buy when no one else wants to. The market rewards patience and conviction, not panic and emotion.Sell offs are temporary. Trends are what matter.

$NVIDIA(NVDA)$ something seems different about this ER. Previous earnings were at ATH. We’re coming off sideways action this time with plenty of room to run. All good news except tariff unknowns held this down. Idk, smells like a delayed upside run after market digests.

$NVIDIA(NVDA)$ It seems like the entire stock market is on the edge of a cliff and NVDA's ER may have a really big impact on which direction the market goes. I can't remember a time when one company's ER seemed so important for the whole stock market. Everyone deeply involved in the markets will be watching NVDA's ER - as if is was a Superbowl. . . . Fingers crossed that NVDA scores a Touchdown . . .

$NVIDIA(NVDA)$ So funny that analysts and such are being timid about NVDA. NVDA is going to absolutely crush everyone's expectations. What are they thinking? World racing to develop AI and only with NVDA chips. Revenue and revenue projections are going to be HUGE. Short firms can try to shrug this off, but the math is there.

$NVIDIA(NVDA)$ It has been stated that AI infrastructure spend over JUST THE NEXT 3 YEARS will be over $1 Trillion. Right now NVDA gets over 80% of that market plus plenty of other revenue streams. No Offense but 80% equals $800 BILLION divided by 3 years comes out to roughly $268 BILLION per year. Total revenue estimate for next year consensus is $195 billion. Someone’s not counting an extra $73 billion plus in revenue to say nothing of all the NVDA non AI revenue?

$NVIDIA(NVDA)$ Jensen just confirmed he's sourcing chips from TSMC while also ramping up production in the USA 🇺🇸. This marks a massive financial commitment, reinforcing NVIDIA’s resilience against potential tariffs. A strategic move that strengthens supply chain security and boosts domestic manufacturing.

$NVIDIA(NVDA)$ Shares of Nvidia are in the green after CEO Jensen Huang stated that demand for the company’s Blackwell chips is even higher than the 3.6 million orders placed by the four major cloud providers. Indeed, he clarified that this number does not account for the additional demand from Meta Platforms, which is one of Nvidia’s biggest customers

$NVIDIA(NVDA)$ NVDA, Jensen Huang, and GTC—what an incredible combination! The company's vision is unmatched, and its management team continues to execute flawlessly. There are few, if any, companies with such a strong leadership and forward-thinking strategy. At this current share price, it feels like an absolute steal. The long-term potential here is enormous, and I wouldn’t be surprised to see it hit 160+ by year-end!

$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took

$NVIDIA(NVDA)$ Google $Alphabet(GOOG)$ has unveiled its latest TPU processors, boasting impressive efficiency gains. However, in their presentation, they showcased a comparison graph using NVIDIA’s H100 GPUs as the benchmark for efficiency. This suggests that even Google acknowledges NVIDIA as the industry standard for AI hardware

$NVIDIA(NVDA)$ Last week was marvelous. S&P 500 and Nasdaq 100 down slightly, with Nvidia bucking the trend to finish up about $12. Also last year the GTC turned out to be a "buy the rumor, buy the news" event. With NVDA still at a seriously deflated price I'm saying this coming week should be phenomenal.

$NVIDIA(NVDA)$ The market needs to adjust to these tariff tantrums and move forward. It's widely understood that the administration is leveraging tariffs as a bargaining tool to renegotiate trade agreements. These measures are temporary and will likely be lifted once new trade deals are secured. Investors should focus on long-term fundamentals rather than short-term noise.

$NVIDIA(NVDA)$ The business is booming. No recession or what so ever. It is totally the opposite, new production and shpments records are set week over week and month over month. The shorties are spreading the fear mongering for their gain. All the semiconductor manufacturers are strong buys especially when USA bringing the industry back home (USA). Please help stop the fear mongering by spreading the word and sharing this post. The reality is the semiconductor manufacturers are printing money every single second.

$NVIDIA(NVDA)$ NVDA will lead the tech sector as it rebounds to exceed recent all-time highs Ai build-out of over 3 trillion dollars to be spent in the next 4 years Ai infrastructure build in AMERICA will be the biggest economic achievement in this century We will be the semiconductor capital of the world . let others panic and try to invest in emerging markets. Just watch NVDA outperform them all

$NVIDIA(NVDA)$ With the Ukraine ceasefire holding, geopolitical tensions are easing, creating a more favorable environment for the markets. NVIDIA stands to benefit greatly as AI adoption surges and data center demand skyrockets. The stock’s momentum is unstoppable, and short sellers are on the verge of getting squeezed as NVIDIA continues its strong upward trajectory.

If AI were truly diversifying hyperscaler demand beyond $NVIDIA(NVDA)$ , AMD’s earnings would have painted a very different picture. Instead, what we saw was another confirmation that Nvidia remains the default choice for AI infrastructure -- while AMD struggles to gain real traction in a market where speed and ecosystem lock-in determine everything.Despite beating revenue expectations with $7.7B (+24% YoY), AMD’s data center business -- the segment that’s supposed to drive its AI narrative -- fell short. Analysts were looking for $4.2B, and AMD delivered only $3.9B. That’s not just a slight miss -- it’s an undeniable signal that hyperscalers aren’t shifting their AI spending away from Nvidia in any meaningful way.

$NVIDIA(NVDA)$ GTC25 coming up next week will turn the entire stock market around given NVDA weight. Expecting this to go beyond $150 leading towards the event and jump straight to $165 after a stellar event revealing new ground breaking AI products and entirely new use cases beyond our understanding. 🚀🚀🚀

$NVIDIA(NVDA)$ Nvidia Invented the gpu and are light years ahead of any competition. They hold absolute domination to the picks and shovels to access to this occuring compute industrial revolution. Imo the entire world as far as digital is going from cpu to gpu. And who has the keys. Absolutely nothing is going to stop the gpu adaption process. The prospects are astronomical.

$NVIDIA(NVDA)$ I believe the industry is still in a good cycle, and AI hardware demand will eventually return. Buying just a few NVIDIA cards can already hit the limit up, so sooner or later, the focus will shift back to the supply chain. Let’s wait for the Q1 earnings report!

$NVIDIA(NVDA)$ Intel $Intel(INTC)$ is setting up the fab to produce NVDA chips. That is a fantastic news. This is what NVDA wants . Additional suppliers other than TSMC $Taiwan Semiconductor Manufacturing(TSM)$ . This means more blackwell and more sales. Intel will bend forward and backward to get it done quickly. Because it is important for them.

$NVIDIA(NVDA)$ NVDA is the most intelligent and highly innovative company in the world, I can’t even imagine what they will show on March 17th GTC!!! Spoilers for later, but it’s going to be insane! U think Blackwell Is the monster? lol, I wouldn’t surprise Jensen would show case something 🤫 even greater than Blackwell …

$NVIDIA(NVDA)$ Pullbacks before breakouts are the market’s way of testing conviction.When everything looks bearish, the reversal is usually closer than you think.Fear creates the best setups. Buy when no one else wants to. The market rewards patience and conviction, not panic and emotion.Sell offs are temporary. Trends are what matter.

$NVIDIA(NVDA)$ It seems like the entire stock market is on the edge of a cliff and NVDA's ER may have a really big impact on which direction the market goes. I can't remember a time when one company's ER seemed so important for the whole stock market. Everyone deeply involved in the markets will be watching NVDA's ER - as if is was a Superbowl. . . . Fingers crossed that NVDA scores a Touchdown . . .

$NVIDIA(NVDA)$ something seems different about this ER. Previous earnings were at ATH. We’re coming off sideways action this time with plenty of room to run. All good news except tariff unknowns held this down. Idk, smells like a delayed upside run after market digests.

$NVIDIA(NVDA)$ So funny that analysts and such are being timid about NVDA. NVDA is going to absolutely crush everyone's expectations. What are they thinking? World racing to develop AI and only with NVDA chips. Revenue and revenue projections are going to be HUGE. Short firms can try to shrug this off, but the math is there.