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 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 in the latest earnings report, storage is still mentioned
And this year’s newest focus is 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 Nvidia plans to launch
Has been dissected and analyzed for cost
They found MLCC prices have risen nearly 200%
So capacitors are about to start rising too
Alright, that’s it, class dismissed
US stocks are about to make A8 profits