Wade Shaw
Wade Shaw
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$BlackBerry(BB)$ The stock is still trading as if the Alloy Kore deal has no value at all, despite another earnings beat and a profitable quarter under the rule of 40. The market supposedly knows everything. NVDA already gets what BlackBerry does. AMZN understands it completely, and QCOM does too. Just look at the list of major customers and partners BlackBerry has. Revenue is increasing. Yes, that BlackBerry.
$NVIDIA(NVDA)$ I've held a large position for several years now, and I still can't make sense of this stock's price action. But my thesis hasn't changed — Nvidia is the backbone of the future.
$Invesco QQQ(QQQ)$ Google classic search is still driving way more traffic than AI search in Oct 2026, up 23%. SEO is very much alive going into 2027. The Silicon Valley AI crowd would be pounding the table saying this is uber bullish and that we're still so early in the AI adoption boom from everyday consumers, since all the major AI LLMs are still under 1% of internet search. Paid AI subscriptions are also very low at only 2.2% of US households. What a time to be alive. $Alphabet(GOOGL)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $VanEck Semiconductor ET
Actually pretty impressive when you think about it. The technical chart shows a macro wedge on the verge of a mega-breakout at the $7.94 volume node. The short situation has a 25% short float locked in a 2-day bottleneck. CNBC's mention of $POET Technologies Inc(POET)$  is driving upward momentum. $NVIDIA(NVDA)$  GTC Berlin (October 20-22) is right around the corner, fueling macro AI and the NTT Data connection with $POET Technologies Inc(POET)$  in IOWN. The balance sheet looks solid with recent cash infusions and the EUR 400M shelf registration eliminating imminent dilution risks. Substantial interest income from the fully funded cash treasury is
$Tesla Motors(TSLA)$  Algos seem to be working hard to cover up the heavy loading that's been happening ahead of deliveries and the Roadster event next week. Not falling for it.
$SELLAS Life Sciences Group Inc.(SLS)$ These games don't really mean much. My first tranche of shares is set to sell at $59, but I'm not foolish enough to unload everything there. Most of my position stays for higher prices. Selling too low will be something people regret. Finding another Sellas won't be easy. Just stay calm and look past the noise. My $NVIDIA(NVDA)$  gain is now at 6,300+%, and I expect Sellas to do even better.
$NVIDIA(NVDA)$ Time to get serious about buybacks, Jensen.
$Tesla Motors(TSLA)$ The Roadster reveal is going to be out of this world.
$NVIDIA(NVDA)$ I'm down just under 3% on the last 100 shares I bought over the past 6 weeks, and it doesn't bother me at all. This is a long-term investment and I plan to hold these shares for a very long time. The Nvidia shares I've held since roughly 4 years ago are up significantly, so no worries here. The newer ones will get there soon enough.
$NVIDIA(NVDA)$  hit a high of 230.47 on 8/27, and if it pushes above that level, things could get interesting. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 
$Tesla Motors(TSLA)$ The golden era is here. This just looks like market bot selling before the next leg up.
$NVIDIA(NVDA)$  Six-year-old chips are selling for more now than they did back then. Let that sink in. Technology usually gets cheaper over time, if it doesn't become obsolete first. Jensen said chips are "aging like fine wine." Makes it easy to stay long.
$NVIDIA(NVDA)$ You make money in the stock market by buying and holding for decades, not flipping in and out of stocks. The stock market isn't designed to be a casino. It's built for long-term investing and wealth generation.
$Moderna, Inc.(MRNA)$ $MARA Holdings(MARA)$ $GameStop(GME)$ $Tesla Motors(TSLA)$ Looking back, this is the kind of price that makes you wish you had bought more. By the time the price takes off, it will be too late to wish you had gotten in earlier. $Eightco Holdings Inc.(ORBS)$  hit $82 last year when crypto took off.
$NVIDIA(NVDA)$  Nvidia keeps grinding higher, moving into new record territory again. This is something the stock manages to do just about every year. Naturally, there are pullbacks along the way, and anyone who picked up shares this year in the $160s, $170s, $180s, or $190s is probably feeling pretty good right now.
$Tesla Motors(TSLA)$ Looks like all the selling pressure is being absorbed. Feels like the big money forced TSLA down just to build a solid long position. Weekly chart volume delta seems to back that up.
$NVIDIA(NVDA)$ NVDA just posted an 11%+ weekly gain — its strongest weekly move since May 2025. I've been skeptical about a fresh all-time high this year, but the historical setup caught my attention. Since 2023, every time NVDA has delivered an 11%+ weekly gain, it eventually went on to print a new ATH. That doesn't guarantee history repeats, but it's hard to ignore the pattern. Maybe a new NVDA ATH in Q3 is back on the table after all. I'm saving this one. Future price action could make it worth revisiting.
$Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ Attacks stopped to give diplomacy a chance. Market looks like it could rip next week.
$NVIDIA(NVDA)$ NVDA looks like it could end the year nearer to $300 than $200.

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