Leverage Shares 2x Cpd Acclrtd NVDAMnETF

I’m very bullish on NVIDIA because I believe AI will continue to grow over the next few years, and NVIDIA is leading the industry. Even though the stock has already risen a lot, I still plan to buy more. I’m confident the company has strong long-term potential and can continue delivering solid growth. In Jensen I trust!

I see this selloff as a healthy reset rather than the end of the AI bull market. Alphabet and Tesla reminded investors that massive AI spending comes with short-term pressure on margins and free cash flow, but Intel's surprisingly strong results proved that enterprise AI infrastructure demand remains very real. To me, the AI investment cycle is expanding beyond just Nvidia into CPUs, foundry services and memory, which reinforces my long-term conviction in the semiconductor sector.

The biggest risk I am watching now isn't Big Tech earnings alone, but the surge in oil prices. If Brent remains above $100 for an extended period, inflation expectations and Treasury yields could stay elevated, creating additional pressure on growth stocks. That's why I believe market volatility will remain high until Microsoft, Meta, Apple and Amazon report next week. Their capital expenditure plans and AI monetization progress will likely determine the next major move for the market.

Personally, I remain constructive over the long term and see sharp pullbacks as opportunities to gradually accumulate high-quality AI and semiconductor companies rather than trying to predict the exact bottom. Markets often overreact to short-term uncertainty, but I believe the companies that can successfully convert today's aggressive AI investments into sustainable revenue, profits and cash flow will ultimately reward patient investors over the coming years.

The broad market is selling off possibly in reaction to hot labour which means the Fed will have no reason to cut and the ongoing ME standoff which causes oil to rally.

With oil back above usd100, we now just have to wait and see when would Iran somehow be "convinced" to come back to the ceasefire table.

For those already vested in oil, shouldn't we cash in most of the gains now?

The Magnificent 7 shed $800 billion in a single day ….their worst slump since April 2025! I am not too worry because Trump may wave his “Alan Greenspan wand” to turn things around? 🤣 ( I miss those days when Fed Green span was around)

Jokes aside: with Trump keeping markets guessing, don’t overuse leverage. Today is Friday. Light trades and do practice risk management . Cheers and happy weekend .

Does anyone think the Mag 7 and the Semiconductors can participate together in a bull market?

Source: amit

$NVIDIA(NVDA.US)Back to breakeven. It may not look exciting on paper, but every recovery starts with getting back to zero. After spending time in the red, seeing the position return to my entry price is a reminder that patience often gets rewarded.

There were plenty of chances to let emotions take over, but the thesis never really changed. The market simply needed time to catch up. Not every trade has to explode immediately—sometimes the best ones begin by quietly reclaiming lost ground before the next move.

I’ll continue to let this position play out as long as the original reasons for entering remain intact. The objective has never been to win every day, but to consistently make decisions based on conviction rather than fear.

Trade Summary: From a drawdown back to breakeven. It’s not the finish line, but it’s an important milestone. Sometimes the biggest win isn’t making money overnight—it’s having the discipline to stay in the trade long enough to give yourself the opportunity. On to the next move. @Captain's Treasure

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Amkor, NVIDIA Sign Multi-Year Partnership With $𝟭.𝟱 Billion Prepayment - $Amkor Tech(AMKR.US) $NVIDIA(NVDA.US)

$Intel(INTC.US) up 11% on June earnings.

Source: Gene Munster

Former Strategic Sales & Business Development Manager at Intel:

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Nebius Brings Up First NVIDIA Vera Rubin NVL72 Rack in Finland - $Nebius(NBIS.US) $NVIDIA(NVDA.US)

$AMD(AMD.US)

AMD is going places. She has joined Nvidia and the others in the circular financing scene with the latest Anthropic deal.

Talking about circular financing, it has been catching on such that even the Premier league teams use it to bypass regulations. Chelsea overpaid for a player from Aston Villa. Villa conveniently bought a player from Chelsea as a loan to buy and the amount offsets. Off course they term it properly so as to make it permissible.

So back to AMD, they invest in Anthropic and Anthropic buys their chips. Everyone is happy. Yay!

@Captain's Treasure

62. The moat of Nvidia's CUDA is being rapidly eroded. On one hand, with the advent of AI, building this ecosystem has become much easier than before because AI can write code. — Liang Sheng from Deepseek.

From this perspective, it is very logical that $AMD(AMD.US) remains largely unscathed in this round. $NVIDIA(NVDA.US) needs a more comprehensive moat, including supply chain, communications, etc.

Former Senior Finance Role at Nebius Group says,

$NVIDIA(NVDA.US)

🚀 NVIDIA’s Japan AI Bet: Why Physical AI Could Be Its Next Trillion-Dollar Growth Engine

NVIDIA’s expansion of its Physical AI ecosystem into Japan marks a strategic shift beyond cloud AI toward intelligent robots operating in the real world. Powered by Cosmos 3 Edge, robots can perform on-device vision, reasoning and decision-making with minimal latency. Japan was chosen for its leadership in robotics, advanced manufacturing, aging population and labour shortages—conditions where Physical AI can deliver immediate productivity gains. Unlike the U.S., where AI investment remains centred on hyperscale infrastructure, Japan offers a faster path to commercial deployment.

Healthcare could be a major beneficiary. AI-powered robots can support elderly care, rehabilitation, hospital logistics and remote patient monitoring, easing workforce shortages while improving care quality. This also strengthens NVIDIA’s long-term software and hardware ecosystem through partnerships with Japanese industrial leaders.

Fundamentally, NVIDIA remains one of 2026’s strongest AI franchises, backed by accelerating demand for sovereign AI, robotics and data-centre computing. Technically, the stock remains in a long-term uptrend despite premium valuations. Investors may consider accumulating on pullbacks toward key support levels, while option sellers can capitalize on elevated implied volatility through cash-secured puts. This is not financial advice.

Nvidia ($NVIDIA(NVDA.US)) remains the undisputed engine of the AI infrastructure market, boasting a $5 trillion market cap and a data center business that dominates hardware. The company’s massive technological moat—driven by its proprietary CUDA software ecosystem—creates heavy switching costs for developers and cements its position at the center of the AI ecosystem.

Despite stellar fundamentals and an expanding product roadmap extending into the Vera architecture, the stock’s year-to-date performance has been relatively muted. Trading in the middle of its 52-week range around the $200 level, investor expectations are incredibly high, leading many to question if the mega-cap can continue its exponential growth from such a massive baseline.

Looking ahead, the investment thesis hinges on whether hyperscaler capital expenditures and surging revenue from leading AI labs can drive continued upside. While the company’s valuation looks increasingly attractive, investors must still weigh these massive growth catalysts against rising industry competition and geopolitical risks limiting access to the Chinese market.

GOOGLE RAISES CAPEX FROM $190B TO $205B FOR FISCAL YEAR 2026

Source: amit

$Alphabet - C(GOOG.US) CFO says TPU sales are recognized in the $514B in Cloud backlog. The TPU number is small and will become more measurable in 2027.

Source: Gene Munster

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: White House Alleges Moonshot Used Restricted $NVIDIA(NVDA.US) NVIDIA AI Hardware