$NVIDIA(NVDA)$ Jensen is now paying us a nice cash payment every quarter while we wait for new record highs. Honestly, this investment just keeps getting better every year.
$NVIDIA(NVDA)$ NVDA CEO Jensen Huang was recently in the news, saying the AI cycle is still in its early stages. He pointed out that most major technology cycles typically last 10 to 15 years before reaching maturity. From his perspective, AI is just at the start of that long-term curve, which suggests demand for AI infrastructure and computing could keep expanding for years rather than peaking soon.
$Advanced Micro Devices(AMD)$ That's a breakaway gap. Based on my gap theory, this points to a move toward around $600 at minimum. Another thing: the last up-down interval was 18% to 14%, which played out a couple of months ago. What followed that was a 33% to 28% interval. If a similar pattern repeats, it could potentially take us toward the number 666. Algorithms can behave that way sometimes.
$NVIDIA(NVDA)$ It seems pretty clear that all-time highs are on the horizon for Nvidia. The company's revenues have increased significantly in two key areas, and I think we could see one of their best earnings reports ever. Recent data from IDC shows Nvidia's networking business has surged, making them the revenue leader in the global data center Ethernet switch market for the first time in Q1 2026. Additionally, there's a report suggesting Nvidia's H2 data center revenue is 20% above consensus.