$NVDA just hit all-time highs and honestly, if the market's decided bond yields don't matter anymore, why not give Nvidia the multiple it deserves? We're only $150B away from a $6 trillion market cap at this point. The setup is there — AI infrastructure spend isn't slowing, hyperscalers are still buying every chip they can get, and the supply chain upstream (CoWoS capacity, HBM allocation, advanced packaging) remains the real constraint. If macro stays cooperative and rates don't suddenly bite back, this thing has room to run. Not saying it's rational, but the momentum and the fundamentals are both pointing the same direction right now.