NVDA, SMCI, ARM - doesn't matter. If it has AI in the name, it prints. Bears have been crying 'bubble' since 2023. They're still broke. I'm still regarded. But I'm regarded with gains.

NVDA revenue up 260% YoY. Data centers can't buy GPUs fast enough. Every Fortune 500 CEO saw ChatGPT, had a panic attack, and started throwing money at anything with 'neural' in the description. This isn't hype anymore, it's infrastructure spending.

Will the music stop? Sure. Cisco was right about networking in 2000. Stock still never recovered. But am I selling? Absolutely not. Lambo or $0. No in between.

Position: NVDA calls, blind faith in Jensen's leather jacket.

Not financial advice. Actually, inverse me. But not this time. Probably.