Nov 5, 2025
So fast, another test for whether BTD for NVDA and PLTR will work.
Disclosure: Did nothing.
Nov 7, 2025
SPY re-bounces from support (lower channel).
Nov 10, 2025
Although premature, BTFD for NVDA and PLTR work.
Saw some people say on Twitter the end of shutdown will unlock liquidity to push stocks and crypto higher. It better does or Tom Lee will look like a fool.
STFR?
What’s your prediction for nvdia short term?
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Hard to tell. Could be in multi-year retracement. However, the impulse from $86 is wave V is a bit short in duration. So I presume is retracing wave 1 of wave V. 200-day SMA might be tested. So long price didn’t break below $176.76, SMA is unlikely to be tested.
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Meanwhile Beth said 2 days ago:
Yes, you read that correctly - I am raising my 2030 target on Nvidia from $10 trillion to $20 trillion. The headline may feel extreme, but what I offer you below is a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by 2030.
If we map the current AI buildout to the Internet buildout of the 1990s it feels to me we are only getting started. Usage case has been mostly limited to just chat bots and coding apps. It’s like MS-DOS days when people still typed long commands instead of clicking on a GUI. Or the AOL days of people chatting online by typing. We don’t yet have the Windows or Netscape equivalents in AI yet. Runway still seems quite long to me.
Market is rotating out of AI training/ data center stocks to AI inference/ASIC (e.g. GOOG) and edge (e.g. AAPL) stocks.
Market cap of GOOG has overtaken MSFT.
GOOG has really shot up lately and kicking myself for not buying more. Sounds like we may still have upside?
Which stock has the highest market cap on Dec 31, 2025?
AAPL, GOOG or NVDA?
Currently, all three has ~$4T market cap
