NVDA

Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.

You heard it from Nvidia directly. It's like dude we'd be at a we'd be at a double if it weren't for the constraints. So their constraint so like literally if we're at 100%. And we're like we're going to slow down to the tune of 30%. we would literally be at where constraints are for Nvidia.

This past week, we had a lot of great insight and updates from the biggest AI company itself, Nvidia. And I believe they continue continue to change the AI ecosystem.

Jensen also shared some information earlier this week. Retweeted that the H100 is a three-year-old training chip. Its rental price is up 22% on the month to $328 an hour.

Nvidia to keep on the growth will invest 99 billion into other businesses so that the businesses have the backing of Nvidia can borrow more money because it's backed by Nvidia and buy more of Nvidia chips.

Without this, Nvidia would not grow as fast and perhaps the whole house of AI cards would revert.

So, you have the quote circular financing of Nvidia and Broadcom where they're more or less pulling money off of their balance sheet or using their balance sheet to go borrow more money, but they're not selling equity stakes in those companies. That's one form of circular financing.

And then here's Nvidia. Here's the first, oh my goodness, the juicy one. I mean, there's a lot of juicy trades, but here's the first one. So I said that I bought 165 leap call on Nvidia for September 2026.

We know that Nvidia right now is like around $220 per share or so. And I said I see it going to $200 in 2026. And that's where I'll start, you know, thinking about taking profit.

Top 10 include Nvidia,

yes, I own like tens of thousands of dollars of Nvidia. It's not six figures yet like Amazon, but like I've got a ton of Nvidia stock.

And just to give you one one or two quick examples of what I'm talking about when we look at you know let's call it uh Nvidia for example up on fastgraphs.com which is a great way to see historically speaking uh is a company overvalued or undervalued you can see Nvidia stock is going parabolic like it's had for the last you know call it three or four years here but their profits are also going parabolic alongside of it right fundamentally speaking profits are going up but stock price is going up they're both moving in tandem there.

It's not me and Kasey today, it's me and the dog talking about Nvidia.

What does that have to do with NVIDIA and its proposed acquisition of Hugging Face? As you probably have heard by now, NVIDIA said it plans on acquiring the company Hugging Face for 12.9 billion and some change.

If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.

Next is Nvidia stock . Unlike Palantir, this is not a debate about whether the business activity is real or not . Everyone knows that this business is real. The question is, what are you paying for it?

Thus, Nvidia's stock price fell slightly. It's a name you like to watch. There are many people who come and say that Nvidia's rating looks very good. enormous . You like Nvidia, but you want to wait and Nvidia, well, I already own it, but with the current market volatility , I think most of these stocks are speculative stocks .

But if people have a longer time horizon, they can buy it.