$SpaceX(SPCX)$ $NVIDIA(NVDA)$ Waiting to see if NVDA mentions SPCX on the earnings call. If that happens, SPCX could really take off. That's the real story here.
$NVIDIA(NVDA)$ The best stock of all time is now trading less than 5% from its all-time record highs. It's not really a matter of if it breaks out, more of a matter of when.
$NVIDIA(NVDA)$ Not seeing many bears or clowns around today. I was actually looking forward to their takes. It's always a bit of entertainment while the position is doing well.
$NVIDIA(NVDA)$ The near-term price action, red or green, doesn't really change much. The broader trend still looks intact to me. AI spending and demand keep growing, and NVDA's stock price has been moving right along with it. That correlation has held up for a while now, four years and counting.
$NVIDIA(NVDA)$ The stock is getting hit hard, down more than 8%, but the long-term growth story still looks intact to me. Wall Street estimates AMD revenue could scale from roughly $35B today to over $100B by 2028. The growth thesis is built on expanding AI opportunities, including partnerships and demand from big players like META, OpenAI, Anthropic, and ORCL. AMD's upcoming MI450 accelerators are expected to compete directly with NVDA in large-scale AI data center deployments. Revenue estimates: FY2025: $34.6B 2026: $49.7B 2027: $79B 2028: $107.6B That would put Lisa Su's $100B revenue goal ahead of schedule. The weakness today feels more tied to the broader semiconductor selloff rather than anything AMD-specific.