To The Moon

ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 295,434 shares, the number of shares held decreased 1.44% compared to the previous period and now represents 0.48% of the total position.

Expected profit growth in next 5 years: Tesla: +409% Nvidia: +174% Amazon: +114% Microsoft: +100% Meta: +96% Alphabet: +73% Apple: +25%

$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ 📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!

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🌟🌟🌟Can $NVIDIA(NVDA)$ close above USD 190 post earnings? My answer is YES! Nvidia is already trading at USD 190 already. Expectations are high that Nvidia's earnings will be excellent. Nvidia has hinted at USD 300 billion in AI infrastructure demand for 2026 with OpenAI alone reportedly planning USD 1.4 Trillion in AI build outs over the next few years. If Jensen Huang reiterates or raise guidance especially around data center growth, it could ignite bullish sentiments. Nvidia has beaten earnings in 19 of the 20 quarters, so it is possible it will beat the next earnings as well. If Nvidia delivers, it reaffirms AI's central role in the next decade of growth. @Tiger_SG