Right,so NVDA holds all the keys. Devs refuse to abandon CUDA, so NVDA charges whatever the hell they want and buyers just suck it up and pay

Hyperscalers don't have cash. They are in fact debt financing and using off balance sheet finance and all have negative FCF except MSFT.

To sum it up for all you regarded here. The trial has been going on longer than expected thanks to infinite dosage, not thanks to super bat. The latest slow down in events just proves the that nearly all if not all BAT have passed. There is lots of false narratives out there and just flat out lies and made up bear theories. SLS has two assets and both are looking fantastic. The evaluation is not that complex. CR2 is granted but they will get approval for CR1 and transplant. They are reshaping how AML is treated in the future. Both SLS-009 and GPS will become standard of care for AML treatment. All I recommend is do some actual research and reading on this and you will see through the bullshit lies from bears and the true potential there is here. Here is a good list Watch the R&D day Watch all 3 recent fire side chats Read this years LinkedIn post by the CEO After this read some of the forums lots of good DD out there. Instead of being a whiny bitch about how it's gonna fail or we are wrong so some actual research. Every bear claim has been refuted multiple times. Disclosure I have 70k share exposure through combination of shares and leaps

There's a reason this went out right before earnings, they're going to be able to increase their forward guidance by 15% now. This is hugely bullish for NVDA and contrary to what people think neoclouds like IREN that have secured hardware are going to have even better pricing power now.

Everyone here arguing what's going on with NVDA stock on Monday but anyone with a brain will know you just buy memory stocks. It's the obvious play. Just like when everyone was trying to figure out if they should sell Google or buy MSFT because they own a large chunk of open AI a few years ago. The obvious play was just to buy NVDA

Jensen increasing prices right before earnings is the ultimate big dick energy. 15% margin expansion locked in. They have so much pricing power it is disgusting. What are customers gonna do, buy AMD? Calls printing Wednesday.

A wins a win, but you do have balls many, HOOD closed yesterday at 94, buying $6 OTM zero day is quite ballsy

God people have short memories here, he went all in with grandma's inheritance on 31st of July 2024, right before INTC earnings and the stock tanked like 30%, thus the legend was born. He also said in the post that he will hold it for 5-10 years, dunno if he kept his word or not, maybe

If you play NVDA earnings you must love losing money.

APLD - best run collocation data center company in the world. $36 billion /1.4 GW backlog of HPC datacenter leases spread across 5 AI factories in 3 states - over 70 percent of that from investment grader hyperscalers with options for $85 billion. About to announce a sixth in Mobile, Alabama. Executing all construction deadlines on time. Very low stock price at $27 billion and only $9 billion market cap sitting near historical support levels. Should jump to $50 a Share within the next few months if its historic price patterns continue. NBIS- best run neocloud in the world. Projecting exponential revenue growth including $7-9 billion ARR by year's end. This is the large holding of top Fund Lone Pine AXTI - stellar revenue growth projected and stock price blow compared to its ATH. AAOI - stellar revenue growth projected and stock price blow compared to its ATH. Essentially part of the photonics bottleneck. BE - unique moat for fuel cell energy deliver. The go to choice for datacenter needing clean silent behind the meter power generation. Literally saved The NBIS Vineland, NJ project expansion from being sunk by community opposition. Has had a big price decline so great entry point now far below ATH. VRT - top cooling company of all of datacenter buildouts. Swamped by demand. MU - top US HMB producer. A cash machine that is very underpriced SKHY - top worldwide HMB producer. Stock is underpriced. AMD- stock continues to outperform for this well established number 2 GPU maker and alternative to NVDA and strong in CPUs as well. Easy double over the next year or two SLS - about to end its Phase 3 trial known as Regal for AML leukemia which is testing a cancer vaccine known as GPS that is designed to maintain remission. The survival time of the patients enrolled in Regal are far longer than expected which bode very well for a big success in Regal whose primary end point is overall survival with the GPS arm of the trial having an HR for overall survival of less than .0636 over the conventional treatment arm known at BAT. Stock has exploded. But if the trial is a success share price could 3-10x and company could get bought out by big pharma, which is the goal.m My highest conviction stocks on this list are APLD, NBIS and SLS.