To The Moon

$NVIDIA(NVDA)$ Jensen has been the one making all of this possible. Just hope he keeps doing what he does. Thankful for all the hard work.

$Tesla Motors(TSLA)$ There's no way Trump doesn't feel forced to support Tesla on the Optimus robot front. Unitree has essentially kicked off an 80s-style space race with their robotics IPO coming up, and those videos they've been putting out are pretty wild. Unless Boston Dynamics somehow starts pumping out factories at an impossible pace, this feels like it's all coming back to Tesla. Getting in at 300 was a gift, and 342 still looks like a solid level.

$NVIDIA(NVDA)$ Kibbles and Bits when we do hit new record highs. Be prepared, you will be seeing many gifs like this.

$NVIDIA(NVDA)$  Google, MSFT, Meta, AMZN, TSLA, SPCX have all signaled where AI spend is heading. Same with CRWV, NBIS, SMCI. At some point the pattern is hard to ignore. It really isn't that complicated. Eventually Nvidia goes higher.

$NVIDIA(NVDA)$ I think NVDA finishes the year closer to $300 than $200.

$NVIDIA(NVDA)$  Jensen now has the biggest investment banks on board. They see the future. Compute has become a new asset class. The world is in desperate need of more compute. Nvidia is the cog that drives the AI wheel.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ I think there's a very real possibility these two companies end up merging at some point down the road. Bullish.

$Tesla Motors(TSLA)$ M&A chatter over the weekend feels pretty bullish. There's a chance this rips higher at the open on Monday as shorts get squeezed. The gap fill to $374 is still on the table.

$Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ People get excited every time and try to follow Michael Burry into short trades just because he was right once 19 years ago. Hasn't really worked out in the years since, from what I can tell.

$NVIDIA(NVDA)$ Robinhood $Robinhood(HOOD)$  just reported earnings. EPS came in at $0.62, beating the $0.41 estimate. Revenue was $1.31B, topping the $1.21B expectation. These are seriously strong numbers and in a normal environment the stock would probably be up 20%, but the broader market is dragging everything down right now.