NVDA is fundamentally cheap given the ongoing AI boom; technically strong while holding above 227.

Let's focus on what matters a lot right now, and that to me is Nvidia's behavior above 227, baby. I mean, if Nvidia can hold this into the open here, that's uh that's going to be great for hardware.

So far the Q's in Nvidia are holding. Nvidia is a big test and Nvidia's Nvidia is doing fine. But, uh, Nvidia is doing great. Nvidia just broke out at 227.

It is fundamentally dirt cheap. This is a dirt cheap company as long as the AI boom keeps going. And, uh, there's really no sign of it stopping yet.

Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.

Um, but anyway, all right. Q's are rolling over a little bit. Is that because of Nvidia or what's going on here? Is Nvidia not holding its break? No, I mean, Nvidia's rotating down a little bit, but it's it's still holding really nicely above 227. Fantastic spot.

and uh Marll, AMD, Nvidia, all pretty green.

what will happen with Nvidia's new sales chief? Nobody cares. They'll be fine.

How much capacity will Google and Nvidia get from TSM?

Hardware stock still broadly holding and Nvidia is still holding.

anthropic uh bullish S1 on on their IPO documents, then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.