Hold until December or January. Expect volatility over the summer. There is probably about 15-20% left to go. They're expecting more than $20 billion in chip sales alone this quarter. Expect rhetoric out of both political parties over regulation, which will cause additional volatility. Expect a deal between Nvidia and Apple. Apple is behind the curve. Both companies want to control ARM.

You’re making some very bold predictions. It makes me uncomfortable to see such specific claims, backed up with no data, so soon after the bubble with crypto. You’re either a prophet or overconfident.

ycombinator makes it difficult to provide a detailed analysis. But I would recommend you look to history of other melt-ups, and compare. The one notable difference with Nvidia is they actually have a product and revenue. To verify the $20 billion in revenue, go look at their own guidance.

> Expect a deal between Nvidia and Apple.

I'm sooner expecting hell to freeze over. Apple would be rewriting their own history with that kind of deal.

I guess you haven't heard. Apple is already under contract with Nvidia for the H200 and B100. I guess hell froze over. Apple will not be able to participate in the AI space w/ out Nvidia. Nvidia dropped CUDA support for MacOS, but Apple is going to have to get it back. Wait for the deal that is coming.