I bought more NVDA this morning. Not because the stock looks cheap. Because the order book still does.
Jensen’s not guessing. Chip volumes next year can double. Last quarter $96B. This quarter ~$108B. They’ll grow ~70% in FY28 and still leave demand on the table because HBM is the choke point. That’s not a bounce. That’s a sold-out cycle.
AI names are up. Fine. Most of them already priced the dream. What’s left is the ugly stuff that has to exist for the dream to run: memory and power.
Labs want to tap the brakes. Trump wants an AI Force and tossed out 25% of GDP. I’m not picking a speech. I’m picking the side that keeps building. Washington isn’t pausing this versus China. That matters for NVDA, MU, and the utilities feeding the campuses.
My book: NVDA core. MU from the last dip. CEG as the power sleeve. No chatbot lottery tickets.
Bullish on the build. Pickier on the tickers.
#AIStocksWhatNext活动 $NVDAB $NVDA.US $MUBARAK
#AIStocksWhatNext
Jensen’s not guessing. Chip volumes next year can double. Last quarter $96B. This quarter ~$108B. They’ll grow ~70% in FY28 and still leave demand on the table because HBM is the choke point. That’s not a bounce. That’s a sold-out cycle.
AI names are up. Fine. Most of them already priced the dream. What’s left is the ugly stuff that has to exist for the dream to run: memory and power.
Labs want to tap the brakes. Trump wants an AI Force and tossed out 25% of GDP. I’m not picking a speech. I’m picking the side that keeps building. Washington isn’t pausing this versus China. That matters for NVDA, MU, and the utilities feeding the campuses.
My book: NVDA core. MU from the last dip. CEG as the power sleeve. No chatbot lottery tickets.
Bullish on the build. Pickier on the tickers.
#AIStocksWhatNext活动 $NVDAB $NVDA.US $MUBARAK
#AIStocksWhatNext