NVDA is the best opportunity based on 32 PE valuation and chip demand/guidance.

we know the earnings for Nvidia is out. How is that going to play into moving today?

And Nvidia, Tesla, and Palanteer are the usual top holdings.

Nvidia closed yesterday 2066 down 1.59%. in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

Nvidia beat and guided higher. Why retail loves it. You guys can see what's going on. They beat and guide it higher. That's the big thing. When they guide higher, it gives the stock a chance to run.

Let's take a look uh at Nvidia and see how it it's doing. massive guidance higher and dropped all the way down to 204, but now piling back in basically flat. I would expect it to move and it's amazing how I just told you they beat down up even flat 0. Now it's moving up a little bit.

The risk it went into this print on the longest losing streak since 2022. But it's only 6.82%. It's not even ain't that bad. But it's seven straight days.

Hyperscalers are building their own chips and analysts have flagged OpenAI's own chip as a direct threat to Nvidia. A lot of lot of pressure. Now, I already told you that Nvidia will sell.

I'm telling you, for the most modern chips they got, I believe they're at a point where they can sell everyone that they're making. And remember, chips don't last forever. People, these companies, they have to replace them. And that's where Nvidia steps it up.

Nvidia not bad. 32 PE good. I like it. So Nvidia right now seems to be the best opportunity in terms of the PE, but that's up to each person.

percentage upside 58% for SpaceX, Nvidia 46,