To The Moon

Picking the right stocks for your watchlist isn't just prep work—it's the real alpha generator. If your selection doesn't outpace the benchmark, you're tracking the wrong equities. Market outperformers come from relentless list curation. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Tesla Motors(TSLA)$  $Palantir Technologies Inc.(PLTR)$  $NVIDIA(NVDA)$  My 140-stock watchlist has performed exactly this way—consistently delivering relative strength and market-beating returns.

$NVIDIA(NVDA)$ It has established a solid micro-floor right above $216.50. This coiling action on an active afternoon tape is exactly what momentum buyers look for before a late-day Power Hour push.

$SPDR Gold ETF(GLD)$ $SPDR Gold ETF(GLD)$ Gold ETF above 200 SMA B/O $iShares Silver Trust(SLV)$ 

$NVIDIA(NVDA)$  Jensen really pulled off something remarkable here. He managed to bring some of the world's top money managers together and effectively established a new asset class — compute. The way they all lined up to join Nvidia in this effort says a lot. The partnerships, the investments, and of course the top-tier chips and software continue to stand out.

$CoreWeave, Inc.(CRWV)$ Seems like it just keeps pushing higher regardless. Tempting to go all in to catch that after-hours move. Looks like an easy trade on the surface. There are so many ways they can pump it during the earnings call or with some new deal — even if it's a bit manufactured. $SPDR S&P 500 ETF Trust(SPY)$  $NEBIUS(NBIS)$  $NVIDIA(NVDA)$ 

$NVIDIA(NVDA)$ I still think Nvidia is more likely to finish the year closer to $300 than $200.

$NVIDIA(NVDA)$ Making money on NVIDIA year after year while the bears keep doubting it has been pretty entertaining. The skepticism along the way has been something to watch.

$SPDR S&P 500 ETF Trust(SPY)$ BTC.X$NVIDIA(NVDA)$  $Webull Corp(BULL)$ $Trump Media & Technology(DJT)$ Seeing a little cash slow down, but Santa should save the end of year. Holding.

Looking at the latest industry reports, the AI supply crunch shows no signs of easing anytime soon. $Taiwan Semiconductor Manufacturing(TSM)$  $NVIDIA(NVDA)$  $iShares MSCI South Korea ETF(EWY)$  The key bottleneck remains advanced packaging. TSMC's monthly CoWoS capacity is expected to grow from around 70K wafers in 2025 to 130K–140K by the end of 2026, but even with that expansion, supply is still projected to trail demand by roughly 20%. $NVIDIA(NVDA)$  has reportedly locked in 800K–850K CoWoS wafers for 2026, which accounts for more than half of TSMC's annual CoWoS capacity. At the same time, TSMC's

$Taiwan Semiconductor Manufacturing(TSM)$ In short, AMD's after-hours pullback isn't really a verdict on the company's fundamentals, which still look solid to me. It feels more like a reaction to the unusually high expectations already built into a stock that had more than doubled by 2026 before this report came out. With Helios expansion and MI450 GPU deployments still in early stages, it seems like investors want clearer near-term revenue visibility before they're willing to push the next leg higher.