Sep. 16 at 5:59 PM
$NVDA
Steadfast long my 500k core shares. Just put on 9k trade slug at the 50dma... stock is stupid cheap relative to the other megacap given better rev, eps and FCF growth, and aggressive buybacks now in program. The program to
$200+ per Ralph Acampora and me remains right on track.
and here comes robotics, FSD and HPC DC -- heavy on the GB300NVL72... just asl FoxCon,
$DELL $SMCI $HPE and the other dozen or so rack builders ramping hard on Blackwell GPUs now
