NVDA is undervalued and technically poised for a rally; breaking 227 will lead to a rapid move above 300.

Nvidia trades for half of the valuation at about 065. So it trades for even less than half. Nvidia and Cerebrus are both working on ultraast token delivery chips whether it's through the Cerebrus wafer scale technology or the uh wafer scale engine or the uh Grock acquisition that Nvidia had completed.

So, this is true for a lot of hardware plays. Like, even though AMD is trading for twice as much as Nvidia, AMD is still in the grand scheme of things based on their margins actually relatively cheap.

A 1.4 peg for a play like Nvidia or AMD is actually inexpensive. It's not a bad deal. That said, Nvidia is half the price, which is remarkable.

Nvidia just sort of faces the problem of being a large expensive company. Uh, and and so it takes a lot more to move that.

Cloudflare for example is up 5.7% right up there with Cerebraas up 5.4. Meta's up 7%. Apple's green. Apple deserves to be even more green than that. So does Nvidia. But Nvidia's got to break through the 227 wall.

Once Nvidia breaks through 227, that in my opinion is is really when the hardware rally is underway and it lifts all ships. You'll go from 227 to over 300 is my take on Nvidia really rapidly.

And this actually makes me really bullish. Nvidia.

Nvidia still has, you know, $280 billion of memory and chip commitments outstanding, which are, you know, pretty big. And a lot of people are like, "Oh, is Nvidia going to be able to pay their bills?"

We talk about that later. I'm not really concerned about it.

The ones who are getting a better deal who are getting interest rate arbitrage basic basically are the ones who are backed by Nvidia where Nvidia guarantees the data centers. So you've got Nvidia's credit on the line basically.

remember Nvidia is a $5.4 trillion company. even though it's twice the valuation of Nvidia,