To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ is gearing up for a move with key milestones approaching. The company crossed an important compliance checkpoint, and if they couldn’t meet the Feb 25 deadline, they’d already be appealing.[Sly][Sly][Sly]Past actions show SMCI doesn’t wait until the last minute to announce delays — this is a strong indicator they’re on track. Buckle up for the next leg.[Smart][Smart][Smart]

$Broadcom(AVGO)$ Things are just starting to heat up for AVGO in this AI space. That said, where do you think we will be in 5 years and 10 years from today 💭 Year | Return (%) | 2024 | 110.49 [Miser] | 2023 | 104.19 [Cool]| 2022 | -13.27 | 2021 | 56.48 | 2020 | 44.88 | 2019 | 29.05 | 2018 | 2.18 | 2017 | 48.19 | 2016 | 23.65 | 2015 | 46.05 So surprsing rate here!

$NVIDIA(NVDA)$ Has anyone had the chance to listen to the 2023 podcast episode of Jensen on Acquired? I gave it a listen recently, and I have to say, it left a lasting impression. Perhaps I'm easily impressed, but the way Jensen describes the management and operations of the company is truly remarkable.

$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.• Management expects a 40% CAGR for AI accelerator revenue through 2029.• Surging demand for advanced packaging solutions like CoWoS and SoIC has led t

$NVIDIA(NVDA)$ Jensen's comments on quantum sent that sector spiraling down. I think that they did not properly flesh his comments out and that Nvidia will actually be fully in . In fact , Nvdia is hosting a Quantum Day at the GTC on March 20, 2025. On the stage with Nvidia will be all of the execs of the leading quantum companies. I am not claiming that is Nvidia's focus right now by any means ; only that Nvidia imo will be involved and leading all sectors of ai, quantum etc. This was just announced so will have to see what emerges.

$NVIDIA(NVDA)$ With clear signs of manipulation evident yesterday and an apparent awareness that the upcoming data might be favorable, I remain optimistic about the potential outcome. Additionally, with all analysts continuing to support this position, I am determined to hold on and aim for a target of at least $175. Fingers crossed! 🙏

$NVIDIA(NVDA)$ Monday's market movement might offer a great chance to add more NVDA shares to your portfolio at significantly discounted prices. It's a potential opportunity for investors to capitalize on favorable conditions. Always keep the Golden Rule in mind: buy low and sell high to maximize your gains! 🤑

$NVIDIA(NVDA)$ Anyone telling you that NVIDIA is going to crash clearly doesn't have a grasp on reality. There’s always a stark difference between fantasy and reality. The truth is, the first half of 2025 will likely see NVIDIA soaring, especially with Trump's influence boosting its prospects. Bet on it!

$NVIDIA(NVDA)$ It was a good presentation outlining future growth opportunities and avenues that nvda was approaching them. However, heard a lot of what was discussed before and no material impact on earnings for the current or subsequent year. I think tomorrow’s investor day will have a better chance of moving the stock.

$NVIDIA(NVDA)$ I’m hopeful that Jensen will reveal significant updates related to robotics technology at CES, as robotics has the potential to become the next transformative market driver. Companies like Figure AI and Apptronik are showing great promise in this space; however, both remain privately held.

$NVIDIA(NVDA)$ Around this time last year, the price experienced a significant breakout, nearly doubling in value. Given the current market momentum, a 25% increase from this point seems highly plausible. Notably, the price surpassed the 50-day moving average yesterday, signaling potential for continued upward movement.

$NVIDIA(NVDA)$ Volume may increase next week when everyone gets back in sync from holiday and with nvidia show Jan 6, Jan is likely be good month for institutions to hit their percentages - it will take patience and then head up again ahead of earnings based on Blackwell and mag7 orders -   Look for 150 in Jan and 160 in Feb, is my guesstimate. If it crashes and burns to 115 for whatever reason in Jan-Feb then it will rebound to 160 during the year based on sales. No reason to sell.  Still best stock for long term.

$NVIDIA(NVDA)$ What Nvda is doing has never been done before. Fastest company to a trillion dollar market cap etc…..Big problem for Bears trying to pick a top when what Nvda is doing is unprecedented. Good luck with that. Has not been working out for them at all.

$NVIDIA(NVDA)$ Over a decade ago, Jensen foresaw the incredible potential of the industry and has since executed his vision with remarkable precision and excellence. His leadership and innovation have not only transformed the company but also brought immense joy and satisfaction to countless investors, including myself. Thank you, Jensen! Here’s to another banner year!

$NVIDIA(NVDA)$ I would not expect any significant moves until Jensen speaks on January 7th at the CES in which he is expected to announce a more premium version of Blackwell. This is way in advance of its expected arrival. Patience is your best friend. Buy the dips and celebrate with me in the future. My expectation is we will see $180 by the end of January. My recommendation is to avoid all the noise (especially from shorts on this board) as they know nothing. Good luck and see me in January. I'll be the one with the champagne and Ferrari 👍.

$Advanced Micro Devices(AMD)$ So many people have been quick to count out $Advanced Micro Devices(AMD)$ due to its lackluster performance this past year but I believe IT WILL outperform many other chip stocks next year. Smart money will buy up this stock starting next month. There's a key level to watch that will trigger more buyers to step in.Technical Setup: AMD has trended lower the past 10 months after topping out at 227 on 3/08/2024. Currently AMD is forming a bottom above 116, If it can get through a key resistance at 128 we will see a sustained move to the upside to 145 next. This 145 level will trigger a multi week rally setting us up for a retest of ATHs at 227. Earnings Highlight: Reported Q3’24 e

$NVIDIA(NVDA)$ Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, and backplane issues, that hasn’t stopped Nvidia from continuing their relentless march.They are bringing to market a brand-new GPU only 6 months after GB200 & B200, titled GB300 & B300. While on the surface it sounds incremental, there’s a lot more than meets the eye.The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain,

$NVIDIA(NVDA)$ xAI is planning to incorporate a minimum of one million graphics-processing units (GPUs) at its supercomputer facility in Memphis, Tenn., according to a recent statement from the city’s chamber of commerce. The company has already said it intends to have a total of 200,000 of Nvidia’s Hopper AI chips. Long NVDA 🚀 🚀 🚀!!!

$SUPER MICRO COMPUTER INC(SMCI)$ Catalysts coming up:1. Filing last year fiscal year 10k💰2. Filing Q1 FY25 10k🙌3. Earnings historically in late January, revenue of $7B with higher margins above 11%.. due to cold racks😏4. Cleared of all probes🙄5. News of Hindenburg short cover in Q1 filing 🥹6. Announcement of new high profile CFO 👨‍💼7. Capital Raise (not confirmed yet, but we paid back the loans means we need to go shopping again and that completely fine with high growth) 🙄8. ✅ Order Allocation confirmation (JPM 12/16/24 confirmed that no big orders turnovered) 🙌🎉

$NVIDIA(NVDA)$ Remember when Nvidia was approximately $200 and then increased to approximately $1,400 and split 10:1 while you were saying it is going down to $50. It happened just a little while back so you must be remembering it.

$SUPER MICRO COMPUTER INC(SMCI)$ is gearing up for a move with key milestones approaching. The company crossed an important compliance checkpoint, and if they couldn’t meet the Feb 25 deadline, they’d already be appealing.[Sly][Sly][Sly]Past actions show SMCI doesn’t wait until the last minute to announce delays — this is a strong indicator they’re on track. Buckle up for the next leg.[Smart][Smart][Smart]

$Broadcom(AVGO)$ Things are just starting to heat up for AVGO in this AI space. That said, where do you think we will be in 5 years and 10 years from today 💭 Year | Return (%) | 2024 | 110.49 [Miser] | 2023 | 104.19 [Cool]| 2022 | -13.27 | 2021 | 56.48 | 2020 | 44.88 | 2019 | 29.05 | 2018 | 2.18 | 2017 | 48.19 | 2016 | 23.65 | 2015 | 46.05 So surprsing rate here!

$NVIDIA(NVDA)$ Has anyone had the chance to listen to the 2023 podcast episode of Jensen on Acquired? I gave it a listen recently, and I have to say, it left a lasting impression. Perhaps I'm easily impressed, but the way Jensen describes the management and operations of the company is truly remarkable.

$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.• Management expects a 40% CAGR for AI accelerator revenue through 2029.• Surging demand for advanced packaging solutions like CoWoS and SoIC has led t

$NVIDIA(NVDA)$ Jensen's comments on quantum sent that sector spiraling down. I think that they did not properly flesh his comments out and that Nvidia will actually be fully in . In fact , Nvdia is hosting a Quantum Day at the GTC on March 20, 2025. On the stage with Nvidia will be all of the execs of the leading quantum companies. I am not claiming that is Nvidia's focus right now by any means ; only that Nvidia imo will be involved and leading all sectors of ai, quantum etc. This was just announced so will have to see what emerges.

$Advanced Micro Devices(AMD)$ So many people have been quick to count out $Advanced Micro Devices(AMD)$ due to its lackluster performance this past year but I believe IT WILL outperform many other chip stocks next year. Smart money will buy up this stock starting next month. There's a key level to watch that will trigger more buyers to step in.Technical Setup: AMD has trended lower the past 10 months after topping out at 227 on 3/08/2024. Currently AMD is forming a bottom above 116, If it can get through a key resistance at 128 we will see a sustained move to the upside to 145 next. This 145 level will trigger a multi week rally setting us up for a retest of ATHs at 227. Earnings Highlight: Reported Q3’24 e

$NVIDIA(NVDA)$ With clear signs of manipulation evident yesterday and an apparent awareness that the upcoming data might be favorable, I remain optimistic about the potential outcome. Additionally, with all analysts continuing to support this position, I am determined to hold on and aim for a target of at least $175. Fingers crossed! 🙏

$NVIDIA(NVDA)$ Monday's market movement might offer a great chance to add more NVDA shares to your portfolio at significantly discounted prices. It's a potential opportunity for investors to capitalize on favorable conditions. Always keep the Golden Rule in mind: buy low and sell high to maximize your gains! 🤑

Hello everyone! Today i want to share some trading skills with you! $Advanced Micro Devices(AMD)$ stands at a fascinating crossroads -- a company making substantial strides while contending with the monolithic presence of $NVDA, a juggernaut that dominates the AI and data center landscapes. NVIDIA’s grip on the industry isn’t merely a matter of hardware -- it’s the strength of an ecosystem so seamlessly interwoven it feels almost unassailable. CUDA, NVIDIA’s cornerstone, isn’t just software -- it’s a fortress. Coupled with HGX supercomputers and cutting-edge AI tools like NeMo, it forges a self-reinforcing cycle that locks in customers and tightens NVIDIA’s stranglehold. Switching providers? Nearly unthinkable. And yet, here’s AMD, defying the odds

$Micron Technology(MU)$ The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.Post-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponentially greater memory capacity, enabling LLMs to deconstruc

$NVIDIA(NVDA)$ Anyone telling you that NVIDIA is going to crash clearly doesn't have a grasp on reality. There’s always a stark difference between fantasy and reality. The truth is, the first half of 2025 will likely see NVIDIA soaring, especially with Trump's influence boosting its prospects. Bet on it!

$NVIDIA(NVDA)$ It was a good presentation outlining future growth opportunities and avenues that nvda was approaching them. However, heard a lot of what was discussed before and no material impact on earnings for the current or subsequent year. I think tomorrow’s investor day will have a better chance of moving the stock.

$NVIDIA(NVDA)$ I’m hopeful that Jensen will reveal significant updates related to robotics technology at CES, as robotics has the potential to become the next transformative market driver. Companies like Figure AI and Apptronik are showing great promise in this space; however, both remain privately held.

$NVIDIA(NVDA)$ Volume may increase next week when everyone gets back in sync from holiday and with nvidia show Jan 6, Jan is likely be good month for institutions to hit their percentages - it will take patience and then head up again ahead of earnings based on Blackwell and mag7 orders -   Look for 150 in Jan and 160 in Feb, is my guesstimate. If it crashes and burns to 115 for whatever reason in Jan-Feb then it will rebound to 160 during the year based on sales. No reason to sell.  Still best stock for long term.

$NVIDIA(NVDA)$ Around this time last year, the price experienced a significant breakout, nearly doubling in value. Given the current market momentum, a 25% increase from this point seems highly plausible. Notably, the price surpassed the 50-day moving average yesterday, signaling potential for continued upward movement.

$NVIDIA Corp(NVDA)$ After hours, NVIDIA released its Q3 FY2025 earnings (for the three months ending October 27), significantly surpassing expectations.Q3 revenue reached $35.08 billion, well above analysts' forecast of $33.25 billion. Adjusted net profit was $20 billion, exceeding the expected $18.56 billion.However, NVIDIA's stock dropped nearly 5% after hours due to Q4 guidance falling short of analyst expectations. A similar drop occurred after the previous earnings report, but the stock quickly rebounded and set a new all-time high. Will history repeat itself?In terms of revenue, Q3 saw a 93.6% year-on-year increase, greatly outperforming expectations. Specific business performance includes:Data center revenue of $30.77 billion, up 112% year-

$NVIDIA(NVDA)$ Over a decade ago, Jensen foresaw the incredible potential of the industry and has since executed his vision with remarkable precision and excellence. His leadership and innovation have not only transformed the company but also brought immense joy and satisfaction to countless investors, including myself. Thank you, Jensen! Here’s to another banner year!

$NVIDIA(NVDA)$ Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, and backplane issues, that hasn’t stopped Nvidia from continuing their relentless march.They are bringing to market a brand-new GPU only 6 months after GB200 & B200, titled GB300 & B300. While on the surface it sounds incremental, there’s a lot more than meets the eye.The changes are especially important because they include a huge boost to reasoning model training performance. There is a special Christmas present from Nvidia to all the hyperscalers, especially Amazon, certain players in the supply chain,

$NVIDIA(NVDA)$ What Nvda is doing has never been done before. Fastest company to a trillion dollar market cap etc…..Big problem for Bears trying to pick a top when what Nvda is doing is unprecedented. Good luck with that. Has not been working out for them at all.

$NVIDIA(NVDA)$ I would not expect any significant moves until Jensen speaks on January 7th at the CES in which he is expected to announce a more premium version of Blackwell. This is way in advance of its expected arrival. Patience is your best friend. Buy the dips and celebrate with me in the future. My expectation is we will see $180 by the end of January. My recommendation is to avoid all the noise (especially from shorts on this board) as they know nothing. Good luck and see me in January. I'll be the one with the champagne and Ferrari 👍.