To The Moon

$Intel(INTC)$ Iran confirms opening the Strait of Hormuz to all except attackers. Markets rocket upwards.

$NVIDIA(NVDA)$  I feel $AeroVironment(AVAV)$  is quite a leader in tactical UAS. It uses high-performance AI chips, like the Nvidia Jetson platform, to enable autonomous target recognition and GPS-denied navigation for its loitering munitions and reconnaissance drones.

$NVIDIA(NVDA)$  xAI, under Elon Musk, is actively purchasing Nvidia Blackwell generation chips for its Grok AI.

$NVIDIA(NVDA)$ ABB robotics integrates Nvidia Omniverse libraries into RobotStudio to deliver physical AI for industry, closing the gap from virtual training to real world deployment with up to 99% accuracy.

$NVIDIA(NVDA)$  is a monster!! Everything everywhere all at once!!

$NVIDIA(NVDA)$  is the king. $Advanced Micro Devices(AMD)$  is merely the table scraps. $Advanced Micro Devices(AMD)$  is essentially selling off a 10% ownership dilution just to secure a Meta contract for chips that are inferior compared to $NVIDIA(NVDA)$ 's—potentially valuing around $20B per year in revenue for AMD.

$Intel(INTC)$  is holding up rather well in this market environment, and I tend to think long term investors will continue to be rewarded nicely too. GLTA.

A slingshot conserves energy, which appears negative before launch, to generate positive kinetic energy. But $Intel(INTC)$  is more akin to gunpowder – with the correct combination, it can project genuine power.

$Intel(INTC)$  Cadence has unleashed the ChipStack AI Super Agent, pioneering a new frontier in chip design and verification, which I find rather interesting.

$NVIDIA(NVDA)$ I don’t think you can play the stock market in the short term. Manipulation is just part of the game. Only long-term investing really makes sense.