Beyond what? This arbitrary level? In a mildly inflationary environment with deficit spending through the roof and currency debasement globally? All while we’re locked into an arms race for a potentially revolutionary technology? Think bigger

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Yup. Ai written articles most my Google news feed now. AI just topped billboard charts in country and Pop. AI is prbly 50% of the videos and posts on social media today. Thats not even beginning to talk about office. Thats driving ad revenuez which google, amazon, Meta already said is through the roof because of AI. All of that has 0 to do with openAI. Read the room bubble worshipers.

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’Twas the night before earnings, when all through the sub, Not a bear was stirring, not even a cub. The portfolios hung by the chimney with care, In hopes that St. Jensen soon would be there. The apes were nestled all snug in their beds, While visions of tendies danced in their heads. And mama in her hoodie, and I in my cap, Had just settled down for a long market nap. When out on the lawn there arose such a clatter, I sprang from my bed to see what was the matter. Away to the window I flew like a flash, Tore open the shutters and threw up the sash. The moon on the breast of the new-fallen snow, Gave a lustre of midday to objects below, When what to my wondering eyes did appear, But a miniature sleigh and eight tiny reindeer. Wait, no, scratch that, it’s a black leather sleigh, Pulled by eight GPUs, overclocked all the way! With a driver so dapper, in jacket so fine, I knew in a moment it must be St. Jensen Huang. More rapid than H100s his coursers they came, And he whistled, and shouted, and called them by name: “Now, Hopper! Now, Blackwell! Now, Grace and Ampere! On, Volta! On, Turing! On, Pascal and Kepler! To the top of the charts! To the moon we will call! Now dash away! Dash away! Dash away all!” As dry leaves that before the wild hurricane fly, When they meet with an obstacle, mount to the sky, So up to the housetop the GPUs they flew, With the sleigh full of tendies, and St. Jensen too. And then, in a twinkling, I heard on the roof The prancing and pawing of each little proof Of earnings so juicy, a beat so immense, That NVDA’s mooning, no more market suspense. As I drew in my head, and was turning around, Down the chimney St. Jensen came with a bound. He was dressed all in leather, from his head to his foot, And his clothes were all tarnished with silicon soot. A bundle of chips he had flung on his back, And he looked like a peddler just opening his pack. His eyes, how they twinkled! His dimples, how merry! His cheeks were like roses, his nose like a cherry!

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For people saying that the entire stock market being dependent on one stock is worrying need to consider what NVIDIA actually does. They quite literally supply chips to basically every major company which influences the rest of the world’s tech services directly. It’s basically one of the biggest parts of the American Economy right now so obviously it’ll have significant influence. Yeah if nvidia does bad it’s a sign that the AI hype is likely to die down. But for now I am thrilled to see that demand is through the roof.

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I just bought two in the last year for $45k and $17k. Both 3 bedroom. Holding them as long term rentals til I retire. If you know where to look, you can find them. ~~But it's not easy.~~ But it's more difficult than it seems. EDIT: I seem to have struck a nerve with people for some reason lol. To throw some grease on the fire, my ROI ranges from 24-38%/year depending on repairs/maintenance. Pop open Zillow and have a look around outside of major midwest or southern cities. Or look around on Facebook marketplace for properties for sale. You might be surprised. Here's a screenshot of the sales transfer data from the county auditor with the date & amount for proof for the $17k purchase. I put about $12k into it with a new roof and some cosmetic updates, but then I took a mortgage out on it and got all my money back and then some, so essentially it's a "free" house to me: https://preview.redd.it/x6yo22ry9c2g1.jpeg?width=1192&format=pjpg&auto=webp&s=2a2810240898f9ca9b99898edd00bb88d62f6994

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Jensen : Blackwell chips demand is through the roof !! Hmm hmm .. for the 5 customers that I have

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MAGIN CALLS ARE OFF THE ROOF!!!

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https://preview.redd.it/xusyhsh8da2g1.png?width=1319&format=png&auto=webp&s=7ca2179e38c5be8918bb5762cf16679a4b3a63dd NVTS through the roof

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expectations are through the roof

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NVDA 21 NOV, Vertical 192.5/197.5C QQQ 20 NOV, vertical 599/604C I expect (totally vibe based), NVDA to hit +5% tomorrow and got these accordingly. These should be the earning results for a quarter totally driven by AI frenzy, so sales should be through the roof. Guidance might be uncertain, but I hope NVDA will be overoptimistic about it. NVDA will take a huge hit at some point, but this wasn't the quarter that worries me about. Then again, Thiel did sell all his shares and he certainly knows something we don't know (hence my uncertainty and the vertical spreads, also I like spreads in general for earning plays because it takes some of the sting out from the whole IV crush thing - not that it matters for 1-2DTE LoL).

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