To The Moon

Nvidia's push into AI-powered Windows PCs could give Microsoft a strong opportunity to revive excitement in the PC market. With AI becoming a key feature for productivity and creativity,  Microsoft's Windows ecosystem may gain a competitive edge. However, a true comeback will depend on whether consumers find enough real-world value in these new AI features to justify upgrading their devices.  The technology is promising, but widespread adoption remains the key challenge.

NVIDIA's move is strategically important, but I would not declare the x86 moat broken yet. The bigger story is not the PC chip itself. It is NVIDIA extending its ecosystem from AI training to AI inference, robotics, digital twins and now client PCs. The new DSX vision complements platforms such as NVIDIA Omniverse by allowing companies to simulate AI factories before deploying real hardware. For PCs, NVIDIA faces three hurdles: Software compatibility: x86 still dominates enterprise Windows workloads. OEM relationships: Intel and Advanced Micro Devices have decades-long partnerships with PC makers. Enterprise inertia: Businesses refresh PCs slowly and value compatibility over cutting-edge AI features. However, NVIDIA's advantage is that AI PCs may shift the battleground from CPU performance

$NVIDIA(NVDA)$  

Last Week's Recap 1. Weekly Market Digest: S&P 500's 9-Week Run, PCE Inflation Hot, Oil Crashes Pushing higher — S&P 500 ninth straight weekly gain; NASDAQ +2.4%, S&P +1.4%, Dow +0.9%. Price pressures — April PCE inflation at 3.8% annual rate (highest since May 2023); core PCE 3.3%. Oil pullback — Crude fell for a second straight week on U.S.-Iran talks, down nearly 10% for the week to ~$88; roughly 16% lower for May. May's momentum — NASDAQ +8.4%, S&P 500 +5.1%, Dow +2.8% in May, though short of April's double-digit gains. GDP downgrade — Q1 GDP revised down to 1.6% (from 2.0%) on weaker consumer spending and investment. Rising expectations — Analysts raised Q2 S&P 500 earnings estimates by 2.5% in April/May, per FactSet; results begin mid-July. East Asian rally — Sout

Massive catalyst for future growth - expanding into Microsoft PCs is the way to go! With such a diversified business beyond pure AI, it's only a matter of time before Nvidia is fairly valued by the market. $NVIDIA(NVDA)$  $Microsoft(MSFT)$  

$Microsoft(MSFT)$  ahead of the massive announcement of an entirely new business line (!) of new Nvidia chips within Windows PCs and laptops, all I can say is buy these stocks before everyone else realises what a game changer this is. This makes me proud to be both a MSFT and NVDA shareholder 

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 

$GameStop(GME)$ was the most powerful GAMMA squeeze back in Jan 2021. It spiked 18,694% in only 4 weeks $2.57 → $483 Here's 5 GAMMA squeezes happening right now: 1. $Micron Technology(MU)$ +1,267% in 12 months HBM shortage + AI earnings lit the fuse. Dealers pinned at $900/$1,000 call walls forced to buy nonstop. 2. $SanDisk Corp.(SNDK)$ +3,773% in 12 months 645% datacenter revenue surge overwhelmed dealer books.IV now at 107%. Put/call flipped to 1.42. Late-stage squeeze. 3. $NVIDIA(NVDA)$ 289M shares Friday vs 181M avg Post-earnings call flood turned dealers into forced buyers. $500B market cap added in days. Vera Rubin r

Last Week's Recap 1. Weekly Market Digest: S&P 500's 9-Week Run, PCE Inflation Hot, Oil Crashes Pushing higher — S&P 500 ninth straight weekly gain; NASDAQ +2.4%, S&P +1.4%, Dow +0.9%. Price pressures — April PCE inflation at 3.8% annual rate (highest since May 2023); core PCE 3.3%. Oil pullback — Crude fell for a second straight week on U.S.-Iran talks, down nearly 10% for the week to ~$88; roughly 16% lower for May. May's momentum — NASDAQ +8.4%, S&P 500 +5.1%, Dow +2.8% in May, though short of April's double-digit gains. GDP downgrade — Q1 GDP revised down to 1.6% (from 2.0%) on weaker consumer spending and investment. Rising expectations — Analysts raised Q2 S&P 500 earnings estimates by 2.5% in April/May, per FactSet; results begin mid-July. East Asian rally — Sout

NVIDIA's move is strategically important, but I would not declare the x86 moat broken yet. The bigger story is not the PC chip itself. It is NVIDIA extending its ecosystem from AI training to AI inference, robotics, digital twins and now client PCs. The new DSX vision complements platforms such as NVIDIA Omniverse by allowing companies to simulate AI factories before deploying real hardware. For PCs, NVIDIA faces three hurdles: Software compatibility: x86 still dominates enterprise Windows workloads. OEM relationships: Intel and Advanced Micro Devices have decades-long partnerships with PC makers. Enterprise inertia: Businesses refresh PCs slowly and value compatibility over cutting-edge AI features. However, NVIDIA's advantage is that AI PCs may shift the battleground from CPU performance

$GameStop(GME)$ was the most powerful GAMMA squeeze back in Jan 2021. It spiked 18,694% in only 4 weeks $2.57 → $483 Here's 5 GAMMA squeezes happening right now: 1. $Micron Technology(MU)$ +1,267% in 12 months HBM shortage + AI earnings lit the fuse. Dealers pinned at $900/$1,000 call walls forced to buy nonstop. 2. $SanDisk Corp.(SNDK)$ +3,773% in 12 months 645% datacenter revenue surge overwhelmed dealer books.IV now at 107%. Put/call flipped to 1.42. Late-stage squeeze. 3. $NVIDIA(NVDA)$ 289M shares Friday vs 181M avg Post-earnings call flood turned dealers into forced buyers. $500B market cap added in days. Vera Rubin r

Nvidia's push into AI-powered Windows PCs could give Microsoft a strong opportunity to revive excitement in the PC market. With AI becoming a key feature for productivity and creativity,  Microsoft's Windows ecosystem may gain a competitive edge. However, a true comeback will depend on whether consumers find enough real-world value in these new AI features to justify upgrading their devices.  The technology is promising, but widespread adoption remains the key challenge.

$Microsoft(MSFT)$  ahead of the massive announcement of an entirely new business line (!) of new Nvidia chips within Windows PCs and laptops, all I can say is buy these stocks before everyone else realises what a game changer this is. This makes me proud to be both a MSFT and NVDA shareholder 

$NVIDIA(NVDA)$  

Massive catalyst for future growth - expanding into Microsoft PCs is the way to go! With such a diversified business beyond pure AI, it's only a matter of time before Nvidia is fairly valued by the market. $NVIDIA(NVDA)$  $Microsoft(MSFT)$  

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$