To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ Bears are quiet below. Feels like the setup is green for tomorrow for NVDA.

Picking my favorite name in each sector, plus where I think price could be in three years. Starting with AI infrastructure. $NEBIUS(NBIS)$  (Nebius Group) The shortage in AI compute looks like a big opening for next-gen cloud infrastructure. What stands out to me about NBIS: backed by $NVIDIA(NVDA)$ , around $10B in cash, roughly $50B in backlog, and they are building a full-stack AI cloud platform. The thinking here is that hyperscalers are pouring hundreds of billions into AI infrastructure, but demand still outruns available capacity. The winners might not just be the chip designers. It could also be the companies actually providing the compute capacity behind the AI buildout. My three-year p

I'm still extremely bullish on $NVIDIA(NVDA)$ , and the reason is pretty straightforward: demand continues to run ahead of supply. GPU rental markets are showing strength across H100s, A100s, H200s, and the newer B200 systems. When companies are still paying elevated prices just to lock in compute capacity, it tells me the AI buildout is nowhere near finished. The takeaway seems clear. AI training and inference workloads are still expanding. Demand for advanced silicon remains stronger than available supply. The argument that the GPU shortage is over looks premature. Higher rental rates ultimately reinforce NVIDIA's pricing power and margin story. The biggest beneficiaries may extend beyond NVIDIA — neoclouds, power providers, and data center

$Taiwan Semiconductor Manufacturing(TSM)$ AVGO and TSM finally saw the algos reverse. The short-term market pressure over the last week or so looks like noise to me. Big Tech's spending spree is expected to top $700 billion this year, mostly on AI, and Morgan Stanley has the estimated spend at more than $1 trillion for next year. A large chunk of that flows to Broadcom and TSMC. Both are solid names to hold, and I think we could see $500 by year-end.

$NVIDIA(NVDA)$  I just added more and plan to keep adding. Will I trim a bit from time to time? Sure, I will. But I always keep a core position. I'm familiar with that location from driving by there in the past.

$Advanced Micro Devices(AMD)$ Calling a crash here seems off the mark. They just announced a deal with Anthropic and Microsoft, and their best earnings in history are coming out soon. This looks more like a major bear trap. I'm loading up.

$Qualcomm(QCOM)$ Clutching at straws here, but for once we're actually showing some relative strength compared to NVDA, AMD, TSM and the rest.

$SPDR S&P 500 ETF Trust(SPY)$ The news flow from pretty much every angle looks positive for $NVIDIA(NVDA)$  and AVGO.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ Supermicro looks like it's breaking out. Short squeeze could be in play above the 200-day moving average around $33.6. There's been notable call buying, particularly the July 24th $35 and $40 strikes. Price target has been raised this week, and $35 to $36 seems within reach from here.

$Taiwan Semiconductor Manufacturing(TSM)$ Alright, guess I'll pick up more. Seems like some haven't caught on — we're still spending as if the dollar's heading to zero, and apparently chips cure everything now.