To The Moon

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $NVIDIA(NVDA)$  Anthropic is sticking with its planned 2026 IPO timeline, according to Axios.

$NVIDIA(NVDA)$  This is how we get to $900 in 10 years. Organic growth gets us to $550, and if the company eventually retires 35-40% of the float, that gets us to $900-$1000 in 10 years. I've held $Apple(AAPL)$  for almost 2 decades, and a mature industry-leading company can be an enormous wealth creator for the patient and smart.

$Apple(AAPL)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Qualcomm(QCOM)$ $NVIDIA(NVDA)$  Bloomberg is reporting on foldable iPhone expectations, and Milanesi mentioned that Siri AI will be part of the narrative.

$NVIDIA(NVDA)$  King Slide, an Nvidia AI server rail supplier, posted revenue growth of 344% year-over-year for August.

$NVIDIA(NVDA)$  Bears and clowns, what did I tell you about NVDA. With those earnings and guidance, the floor keeps getting raised. The ceiling, on the other hand, hasn't been touched yet.

$NVIDIA(NVDA)$ NVDA is truly one of a kind. Everyone wants to be the next NVDA. I'm just glad to be part of this moment rather than watching from the sidelines.

$NVIDIA(NVDA)$ A couple of gaps got filled, and price is back at the 100 DMA and the 50% Fib retracement. Not a bad spot to try some earnings lotto calls.

$NVIDIA(NVDA)$  There is a lot of market noise right now. AI spending and demand keep increasing, and Nvidia's stock price should follow. Four years and counting.

$Kohl's(KSS)$ Maybe a sneaky play for the week: $Toast, Inc.(TOST)$ , $ProQR Therapeutics NV(PRQR)$ , BRZE. And of course, $NVIDIA(NVDA)$  earnings.

$NVIDIA(NVDA)$  Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of Blackwell chips. Citi sees July-quarter revenue around $93 billion, roughly $1 billion above the Wall Street estimate, helped by a strong ramp of B300 systems. For the October quarter, Citi forecasts $105 billion, about $1.5 billion above consensus, which would be a 13% sequential increase.