Bullish:

• 🟢 $NVDA - NVIDIA's strong market position, successful product cycles, and strategic investments in smaller cloud providers are expected to drive continued growth and maintain their competitive advantage in the AI chip market.
  • “I really don't think like, if if NVIDIA had not put any money into CoreWeave, not put any money into kind of other of these NeoClouds, I don't think it would have impacted their revenues at all at all. They would have sold More to Meta, more to Amazon, more to Microsoft.” - Gavin (3:09)
  • “Blackwell is going to be a very successful product cycle. There's a little bit of a prisoner's dilemma where you're gonna spend on Blackwell almost no matter what because if you don't, you're afraid that you see the big advantage to a competitor.” - Gavin (11:52)
• 🟢 $CRWV - 🔒

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• 🟢 $USMANUF - 🔒

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Bearish:

• 🔻 $SAAS - 🔒

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