Missed NVDA at $180 and still didn’t chase the top. That’s my whole AI year in one line.
Jensen saying chip sales can double next year isn’t hype to me. $96B quarter. ~$108B guide. 70% growth next fiscal year, and they still can’t fill every order because memory is tight. Demand is real. The stock sitting near $228 under the May high is just the market catching its breath.
I’m not with the “slow everything down” crowd. Safety talk is fair. Shutting the build off while China keeps going is not. Trump’s AI Force / 25% of GDP line is oversized. The backing still helps the picks-and-shovels names.
What I actually hold: NVDA as the core. Added MU because every rack needs HBM. Started a small CEG position after I got tired of watching data-center headlines and ignoring who sells the power.
That’s the trade. Not every AI logo.
#AIStocksWhatNext活动 #AIStocksWhatNext $NVDA.US
$MUBARAK $CHR
Jensen saying chip sales can double next year isn’t hype to me. $96B quarter. ~$108B guide. 70% growth next fiscal year, and they still can’t fill every order because memory is tight. Demand is real. The stock sitting near $228 under the May high is just the market catching its breath.
I’m not with the “slow everything down” crowd. Safety talk is fair. Shutting the build off while China keeps going is not. Trump’s AI Force / 25% of GDP line is oversized. The backing still helps the picks-and-shovels names.
What I actually hold: NVDA as the core. Added MU because every rack needs HBM. Started a small CEG position after I got tired of watching data-center headlines and ignoring who sells the power.
That’s the trade. Not every AI logo.
#AIStocksWhatNext活动 #AIStocksWhatNext $NVDA.US
$MUBARAK $CHR
