Trading US stocks


It all depends on what NVIDIA has collaborated on
What they have invested in
Who their competitors are
And what Jensen Huang has predicted
Getting firsthand information from any of Jensen Huang’s public statements
Is very important
GTC keynote, COMPUTEX
CES, earnings calls, and various podcasts
For example, last year he talked about storage, optical modules/optical interconnects
Now the performance report still mentions storage
And this year’s latest talk is about physical AI
Robots and AI phones
If all require local models
Then there will be an explosion in storage and data center demand
Jensen Huang: token = watt
And the latest VR200 rack that NVIDIA is about to launch
All have been dissected and analyzed
They found that MLCC prices have risen nearly 200%
So capacitors are about to start increasing too
Alright, that’s it, class dismissed
US stocks are about to make A8 profits
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