To The Moon

$SpaceX(SPCX)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ Who can build an AI data center in space? The Nasdaq 100 index is coming soon. Why panic? Buy, hold, and profit.

$ERock, Inc.(EROC)$ If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the $NVIDIA(NVDA)$  GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute. This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50. EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will glad

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Tesla Motors(TSLA)$  Poor bears once again.

$Tesla Motors(TSLA)$ It's good to see it back above $400 again.

$NVIDIA(NVDA)$ It's so easy to stay long on this cash cow juggernaut. I would be kicking myself if I had ever sold out during any single dip. Nvidia is one of the best stocks in market history.

$NVIDIA(NVDA)$ NVDA's midday dip was driven by a broad sell-off across the tech sector. The backdrop includes lingering investor concerns over stretched tech valuations and escalating geopolitical tensions in the Middle East. In my opinion, this is temporary and I'm holding long-term. Let's see what the next hour brings.

$NVIDIA(NVDA)$  CEO Jensen Huang mentioned that the second half of this year is going to be very, very busy with Grace Blackwell, Vera Rubin, and they have a surprise new product that hasn't been disclosed yet.

$Tesla Motors(TSLA)$ The facts are pretty clear. For every day and every dollar that gas prices remain elevated, another person becomes a permanent Tesla buyer.

$NVIDIA(NVDA)$ Patience. There's no way Nvidia doesn't eventually join this rally. It looks like the cheapest, most lucrative play in the market right now.

$Tesla Motors(TSLA)$ Why are we so interested in Elon Musk? He's the greatest performer in Wall Street history. It all comes down to the potential of hundreds of trillions, folks.