James S

Well said.

🚨 US Markets Calendar: November 9–13, 2026 📅 Markets digest Friday’s NFP (+165k, unemployment 4.1%) after the October FOMC hold at 3.75–4.00%. This week is lighter on labor data but dominated by October inflation prints, with housing reads and a cluster of AI, semiconductor, and energy earnings. Monday November 9 • Wholesale Inventories (Sep final) • Light data day; Treasury auctions • Earnings: $NRG, $OXY and others Tuesday November 10 • CPI (Oct) • Real Earnings • Earnings: $CRWV (CoreWeave), $TDG (TransDigm), $PBR after close Wednesday November 11 • Veterans Day (stocks open, bond market closed) • Light data day • Earnings: limited major reports Thursday November 12 • Initial Jobless Claims • Existing Home Sales (Oct) • Earnings: $CSCO, $AMAT, $NBIS (Nebius) Friday November 13 • PPI (Oct) • Earnings: limited A post-NFP week focused on the inflation path into the December 8–9 FOMC (with SEP): October CPI is the key release for rate expectations, with PPI and Existing Home Sales as secondary reads on pricing power and housing. Watch CPI, PPI, Existing Home Sales, and $CRWV/$CSCO/$AMAT. What are you watching most this week? 👇

Look on the bright side, when the price of your investments fall, your cash position as a percentage of your portfolio increases! ;) $IREN $NBIS $CIFR $AMD $AMDL

🚨 US Markets Calendar: September 28–October 2, 2026 📅 Markets digest last week’s data after the mid-September FOMC hike. This week is heavier: JOLTS and consumer confidence, August PCE (the Fed’s preferred inflation gauge), final Q2 GDP, ISM Manufacturing, and Friday’s September jobs report. Monday September 28
• Dallas Fed Manufacturing (Sep)
• Light data day; Treasury auctions
• Earnings: $MTN, $JEF, $IDT after close — resorts, investment banking Tuesday September 29
• S&P CoreLogic Case-Shiller Home Prices (Jul)
• Conference Board Consumer Confidence (Sep)
• JOLTS Job Openings (Aug)
• Earnings: $CCL, $KMX pre-market — cruise and used-auto demand reads Wednesday September 30
• ADP Employment Change (Sep)
• PCE Price Index / Core PCE (Aug)
• Personal Income & Spending (Aug)
• GDP (Q2 third estimate)
• Chicago PMI (Sep)
• Earnings: $MU after close, $JBL, $CAG, $FDS pre — memory chips, electronics manufacturing, packaged food Thursday October 1
• Initial Jobless Claims
• S&P Global Manufacturing PMI final (Sep)
• ISM Manufacturing (Sep)
• Construction Spending (Aug)
• Earnings: $ACN pre, $NKE after close — consulting and consumer brands Friday October 2
• Nonfarm Payrolls / Unemployment Rate / Average Hourly Earnings (Sep)
• Factory Orders (Aug) A labor-and-inflation week: JOLTS + ADP + Friday payrolls for the jobs picture, PCE for the inflation path the Fed watches, and ISM/PMI for factory activity. Watch $MU, $NKE, $ACN, PCE, and the jobs report. What are you watching most this week? 👇

🚨 US Markets Calendar: September 21–25, 2026 📅 Markets digest last week’s FOMC hike and SEP after the hotter CPI print. This week is lighter on top-tier data but packed with housing, consumer, and flash PMI reads plus a cluster of consumer and homebuilder earnings. Monday September 21 • Chicago Fed National Activity Index (Aug) • Light data day; Treasury auctions • Earnings: $ABVX and others Tuesday September 22 • Richmond Fed Manufacturing (Sep) • Redbook weekly retail sales • Earnings: $AZO, $THO, $MLKN (pre-market) — auto parts, RVs, furniture; $KBH after close (homebuilder read-through) Wednesday September 23 • S&P Global Flash Manufacturing & Services PMI (Sep) • MBA Mortgage Applications • Earnings: $GIS, $PAYX, $CTAS, $CBRL, $MANU — groceries, payrolls, uniforms, restaurants Thursday September 24 • Current Account (Q2) • New Home Sales (Aug) • Initial Jobless Claims • Earnings: $DRI (pre), $COST after close — restaurants and warehouse retail Friday September 25 • Durable Goods Orders / Ex-Transport (Aug) • University of Michigan Consumer Sentiment (final Sep) A post-FOMC week focused on demand and housing: New Home Sales + $KBH for rate-sensitive construction, flash PMIs for September activity, Durable Goods for capex, and $COST/$AZO/$GIS for consumer spending resilience. Watch $KBH, flash PMIs, New Home Sales, and $COST. What are you watching most this week? 👇

AI Stack Weekly: Wall Street’s Full-Stack Recap
(Week of Sep 12–18) Infrastructure layer
The Hugging Face close continued to dominate modeling after the $12.9B print; Nvidia recovered toward the $222 area as the 70% FY28 guide and Vera Rubin ramp stayed intact. Huang’s multi-cloud/multi-accelerator pledge limited immediate software-attach re-rating, while regulatory timing into 2027 remains the live variable. Dell supplied the week’s second-order confirmation: Goldman’s higher AI-server TAM and Citi conference comments on the $95B backlog plus $131.7B trailing-twelve-month bookings pushed shares higher mid-week. Memory tightness remains the constraint; $MRVL continued to trade under the prior Google-warrant overhang even as custom-silicon, interconnect, and CXL commentary stayed constructive. Hyperscalers & models
Software followed rather than led, but Dreamforce gave it a pulse. $CRM unveiled AIforce, Koa (its first CRM reasoning model built on Nvidia Nemotron), Claudeforce with Anthropic, and an expanded Google Cloud partnership that puts Salesforce workflows inside Gemini. $CRWD added Forrester Leader and Gartner Customers’ Choice marks in threat intelligence and ITDR, reinforcing cybersecurity demand even as current-quarter deceleration talk limited follow-through. No update on the AWS/Nvidia ~2 million GPU 2027–28 flag. The Hugging Face platform stay-open commitment is still the live modeling question for Nvidia’s software attach. Real-world applications & uses
• Healthcare / biotech: No new Phase 3 data drop. Last month’s $MRNA + $MRK INTerpath-001 win (intismeran + Keytruda in resected high-risk melanoma) remains the setup; regulators and a medical-meeting readout are still the next catalysts.
• Autonomy / mobility: Waymo ($GOOGL) opened public robotaxi service in Las Vegas on Sep 14 with dozens of Ojai minivans. Zoox ($AMZN) 100-vehicle Nevada cap is set to expire Sep 25. Tesla ($TSLA, up to 5,000) and Uber permits stayed live. No new regulatory shock; fleet-size and geofence limits from August continue to govern Vegas rollout. Macro overlay
Wednesday’s FOMC delivered a unanimous 25 bp hike to 3.75–4.00%. Chairman Warsh cited solid activity, resilient spending, strong productivity and capital investment, but said inflation remains elevated and the 2% goal needs a timelier path. Median projections showed GDP at 2.3%/2.4% and PCE inflation at 3.7% this year falling to 2.3% next year, unemployment steady near 4.1%. Short-term yields firmed; richly valued AI names faded into the mid-week dip even as Nvidia and Dell held most of their recent gains. What’s expected next week
Watch whether the Hugging Face deal changes how investors model Nvidia’s software attach, whether Dell’s $95B backlog shows up in $NVDA / $AVGO / $MU commentary, and if the hawkish FOMC starts compressing AI multiples. Software bookings from Dreamforce follow-through and any Ohio-campus or financing detail remain the next real stack signals. Micron’s late-month print is the next memory-constraint test. Chips still guided 70% growth a year out, the open-model hub is now inside the stack, AI server orders keep compounding — and the Fed just raised the financing cost of all of it. 
$NVDA $MRVL $CRWD $CRM $MRNA $MRK $TSLA $GOOGL $AMZN $MSFT $MU $AVGO $DELL #AI #FullStackAI #WallStreet

🚨 US Markets Calendar: September 14–18, 2026 📅 Markets head into the week’s centerpiece: the September 15–16 FOMC meeting and Wednesday’s rate decision. Key themes: August Retail Sales as a read on consumer spending after last week’s hotter-than-expected core CPI, housing data, and the Fed’s first projections and press conference under the current policy backdrop. Monday September 14 • Light data day; Treasury bill auctions • Earnings: $PLAY, $HAIN, $RFIL, $HITI and others Tuesday September 15 • Empire State Manufacturing (Sep) • FOMC meeting day 1 (closed-door) • Earnings: $FPS, $TCOM, $VRA and others — power, travel, and consumer Wednesday September 16 • Retail Sales / Ex-Auto (Aug) • Import & Export Price Indexes (Aug) • Business Inventories (Jul) • FOMC rate decision + SEP/dot plot (2:00 PM ET) + Chair press conference • Earnings: $LEN — homebuilder read-through Thursday September 17 • Housing Starts & Building Permits (Aug) • Philadelphia Fed Manufacturing (Sep) • Pending Home Sales (Aug) • Initial Jobless Claims • Earnings: select names including $PGR Friday September 18 • Industrial Production & Capacity Utilization (Aug) • Leading Indicators (Aug) A classic FOMC week: Wednesday’s decision, statement, and forecasts dominate rate-path pricing after last week’s 0.4% CPI and 0.3% core print. Watch Retail Sales for demand strength, housing starts for the rate-sensitive sector, and the SEP for how many more hikes (if any) the committee now projects. FOMC, Retail Sales, and $LEN stand out. What are you watching most this week? 👇

AI Stack Weekly: Wall Street’s Full-Stack Recap
(Week of Sep 5–11) Infrastructure layer
The Hugging Face close dominated digestion after last week’s $12.9B print. Nvidia held near the $230 area as the 70% FY28 guide and Vera Rubin ramp stayed intact; Huang’s multi-cloud/multi-accelerator pledge limited immediate software-attach re-rating. Dell supplied the week’s second-order confirmation: $60.9B AI server orders in the quarter, $95B backlog, and $131.7B trailing-twelve-month bookings. Shares jumped ~11% Friday after RBC and conference comments reinforced the pipeline. Memory tightness remains the constraint; $MRVL continued to trade under the prior Google-warrant overhang even as custom-silicon and interconnect commentary stayed constructive. Hyperscalers & models
Software followed rather than led. $CRWD’s $333M net-new ARR and raised FY net-new ARR growth (~34%) still framed cybersecurity demand, while current-quarter deceleration talk limited follow-through. $CRM’s prior raise continued to support the broader software complex versus semis. No update on the AWS/Nvidia ~2 million GPU 2027–28 flag. The Hugging Face platform stay-open commitment is now the live modeling question for Nvidia’s software attach. Real-world applications & uses
• Healthcare / biotech: No new Phase 3 data drop. Last month’s $MRNA + $MRK INTerpath-001 win (intismeran + Keytruda in resected high-risk melanoma) remains the setup; regulators and a medical-meeting readout are still the next catalysts.
• Autonomy / mobility: Nevada AVNC permits for $TSLA (up to 5,000), Waymo ($GOOGL, 1,000) and $UBER/Zoox ($AMZN, 1,000) stayed live. No new regulatory shock; fleet-size and geofence limits from August continue to govern Vegas rollout. Macro overlay
Friday’s August CPI printed +0.4% headline (3.4% y/y) and +0.3% core (2.4% y/y), in line to slightly hot versus expectations. Combined with last Friday’s +162k payrolls (vs ~55–65k expected) and unemployment unchanged at 4.1%, September hike odds moved higher ahead of the Sep 15–16 FOMC. Short-term yields firmed; richly valued AI names faded into the close even as Nvidia and Dell held most of their recent gains. What’s expected next week
FOMC decision Sep 16. Watch whether the Hugging Face deal changes how investors model Nvidia’s software attach, whether Dell’s $95B backlog shows up in $NVDA / $AVGO / $MU commentary, and if the hawkish jobs-plus-CPI combo starts compressing AI multiples. Software bookings and any Ohio-campus or financing detail remain the next real stack signals. Chips still guided 70% growth a year out, the open-model hub is now inside the stack, AI server orders keep compounding — and the Fed just received inflation data that keeps the financing cost of all of it in play. 
$NVDA $MRVL $CRWD $CRM $MRNA $MRK $TSLA $GOOGL $AMZN $MSFT $MU $AVGO $DELL #AI #FullStackAI #WallStreet

This week’s options activity: STO 4x $IREN 9/18 $42.50 puts for $457 credit. I’ve dialed back new options trades as positions have approached their allocated size in the portfolio. Still sitting on ~30% “cash” in $BOXX.

Me waiting for a dip in $ASST to add to my position.

AI Stack Weekly: Wall Street’s Full-Stack Recap
(Week of Aug 29–Sep 4) Infrastructure layer
Labor Day week started as digestion of last week’s $NVDA print and ended with two new stack signals. After giving back the Thursday spike on Friday the 28th, Nvidia recovered into the close of the holiday-shortened week, finishing near $230 as the 70% FY28 guide and Vera Rubin production story held. The real infrastructure print this week was the Hugging Face close: Nvidia confirmed a $12.9B acquisition of the open-model hub (3M+ models, 18M developers), with Huang committing that the platform stays multi-cloud and multi-accelerator. That moves Nvidia from chips into the model-distribution layer the street had only been rumor-pricing. Dell added a second-order demand check: $60.9B in AI server orders in the quarter and $131.7B trailing twelve months. Memory tightness remains the caution flag; $MRVL stayed under the Google-warrant overhang from last week. Hyperscalers & models
Software digested rather than printed. $CRWD’s $333M net-new ARR and raised FY net-new ARR still framed the tape, but the current-quarter guide (net-new ARR growth slowing toward ~29–31%) capped follow-through. $CRM’s prior-week raise continued to support the software complex versus semis. AWS/Nvidia’s ~2 million GPU flag for 2027–28 was not updated. The Hugging Face deal is the week’s model-layer event: Nvidia now owns the default open-weight marketplace while insisting CUDA will not be required to publish or deploy on it. Real-world applications & uses
• Healthcare / biotech: No new Phase 3 print. Last month’s $MRNA + $MRK INTerpath-001 win (intismeran + Keytruda in resected high-risk melanoma) remains the setup; regulators and a medical-meeting data drop are the next catalysts.
• Autonomy / mobility: Nevada AVNC permits for $TSLA, Waymo ($GOOGL) and $UBER/Zoox ($AMZN) stayed live. No new regulatory shock; fleet-size and geofence limits from August still govern Vegas rollout. Macro overlay
August payrolls on Friday were the week’s other print: +162k vs ~55–65k expected, unemployment unchanged at 4.1%, participation up. Combined with Warsh’s Jackson Hole line that inflation has not improved “clearly and at sufficient speed,” September hike odds moved back toward ~58–60%. Short-term yields rose; gold and richly valued AI names faded into the close even as Nvidia held most of the post-earnings rebound. What’s expected next week
CPI on the 11th, then the Sep 15–16 FOMC. Watch whether the Hugging Face deal changes how investors model Nvidia’s software attach, whether Dell’s order book shows up in $NVDA / $AVGO / $MU commentary, and if Warsh’s hawkish tone plus a hot jobs print starts compressing AI multiples ahead of the meeting. Software bookings and any Ohio-campus or financing detail remain the next real stack signals. Chips guided 70% growth a year out, the open-model hub just got absorbed into the stack, AI server orders are still compounding — and the Fed just got a jobs report that keeps the financing cost of all of it in play. $NVDA $MRVL $CRWD $CRM $MRNA $MRK $TSLA $GOOGL $AMZN $MSFT $MU $AVGO $DELL #AI #FullStackAI #WallStreet

🚨 US Markets Calendar: September 7–11, 2026 📅 Markets reopen after Labor Day into a shorter, inflation-focused week that sets the table for next week’s FOMC (Sept. 15–16). Key themes: August PPI and CPI as the last major inflation prints before the meeting, housing and credit data, and a lighter but still notable earnings slate. Monday September 7 • US markets closed for Labor Day Tuesday September 8 • Consumer Credit (Jul) • NFIB Small Business Optimism (Aug) • Light data day; earnings: $CASY, $UNFI and others Wednesday September 9 • MBA Mortgage Applications • Quarterly Services Survey • Earnings: $CHWY, $AVAV, $SAIL and others — e-commerce pets, drones/defense, and retail Thursday September 10 • PPI / Core PPI (Aug) • Initial Jobless Claims • Existing Home Sales (Aug) • Wholesale Inventories (Jul) • ECB rate decision • Earnings: $ORCL, $ADBE, $CPRT — software, creative tools, and vehicle auctions Friday September 11 • CPI / Core CPI (Aug) — headline inflation print • University of Michigan Consumer Sentiment (prelim, Sep) • Real Earnings (Aug) • Earnings: $KR and select names A classic pre-FOMC setup: Labor Day holiday thins the week, Thursday’s PPI and Friday’s CPI dominate rate-path pricing into the Sept. 15–16 meeting. Watch PPI/CPI for inflation persistence, existing home sales for housing demand, and $ORCL / $ADBE for software spending. CPI, PPI, and $ORCL stand out. What are you watching most this week? 👇

Some $IREN holders apparently want this to trade like a meme stock that prints green candles on demand. That’s not the company they own. IREN is in a constructive phase: converting land, power, and GPUs into contracted AI capacity, ramping ARR into actual revenue, and financing a multi-year build. That process is lumpy. Dilution, capex, and delays are features of the build, not bugs. Amazon spent years in the same mode. Warehouses first, then AWS. The business compounded while the stock chopped, skeptics demanded profits now, and impatient capital left. The people who understood they were funding infrastructure, not a lottery ticket, stayed. If the timeline is too long, sell. The market is open every day. Nobody is trapping you in a multi-year data-center build. Impatient money recycles. Patient capital usually owns the rerating.

Glenn Beck: Trump isn’t managing America’s decline — he’s ending the post-1945 order and building a Western Hemisphere energy/minerals powerhouse (Venezuela oil + Monroe 2.0). Watch this and connect the dots. youtube.com/watch?v=E4PYIuaD… #Trump #GlennBeck #AmericaFirst #EnergyDominance #MonroeDoctrine

🚨 US Markets Calendar: August 31–September 4, 2026 📅 
Markets move from Jackson Hole into a labor-and-manufacturing week capped by the August jobs report. Key themes: labor-market cooling vs. resilience, factory/services PMI momentum, trade and factory orders, and mega-cap tech earnings as the September FOMC (Sept. 15–16) comes into view. Monday August 31
• Dallas Fed Manufacturing Index (Aug)
• Light data day; earnings: select names including $SAIC and others Tuesday September 1
• JOLTS Job Openings (Jul)
• ISM Manufacturing PMI (Aug)
• Construction Spending (Jul)
• S&P Global Manufacturing PMI (final, Aug)
• Earnings: $DELL, $PANW, $CRDO, $MDB, $MDT and others — PCs/servers, cybersecurity, high-speed interconnects, and databases Wednesday September 2
• ADP Employment Change (Aug)
• Factory Orders (Jul)
• Fed Beige Book
• MBA Mortgage Applications
• Earnings: $AVGO, $HPE, $NTAP and others — AI semiconductors/custom silicon, enterprise hardware, and storage Thursday September 3
• Initial Jobless Claims
• International Trade Balance (Jul)
• ISM Services PMI (Aug)
• Productivity & Costs (revised, Q2)
• Earnings: $SNOW, $CIEN, $PATH and others — cloud data, optical networking, and automation software Friday September 4
• Employment Situation / Nonfarm Payrolls (Aug) — unemployment rate and average hourly earnings
• Earnings continue with select names A classic early-September week: manufacturing and services PMIs plus ADP set the table, then Friday’s payrolls dominate rate-path pricing into mid-month FOMC. Watch JOLTS/ISM for labor and demand signals, Beige Book color after Jackson Hole, and $AVGO/$DELL/$PANW for AI and enterprise spending. $AVGO, payrolls, and ISM stand out.
What are you watching most this week? 👇

AI Stack Weekly: Wall Street’s Full-Stack Recap
(Week of Aug 22–28) Infrastructure layer 
$NVDA finally printed the quarter the whole stack was priced for: $96.2B revenue (+106% YoY) vs ~$92B street, data-center $89.0B (+117%), non-GAAP EPS $2.22 vs ~$2.09, margin still 75%. The real shock was the first year-ahead guide — ~70% FY28 revenue growth against street 40–44% — plus $108B ±2% for the current quarter and Vera Rubin in full production. Shares ripped 9% Thursday ($440B of market cap) before giving back a chunk Friday. Reports of a ~$13B Hugging Face deal would push Nvidia from chips into the open-source model hub. Memory tightness and a 74% Q3 margin guide were the only real caution flags. $MRVL hit a record $2.74B (+37% YoY, data center +46%) and guided $3.15B ±5%, then dropped ~10% on timing/dilution worries around the Google custom-chip warrant. The rest of the compute complex followed NVDA up Thursday and faded with rates Friday. Hyperscalers & models 
Enterprise AI spend showed up in software. $CRWD delivered record $333M net-new ARR (+51% YoY) on $1.47B revenue and raised FY27 net-new ARR growth to ~34%. $CRM also printed clean and lifted the outlook, helping software lead Thursday’s rally. AWS and Nvidia separately flagged another ~2 million GPUs across AWS in 2027–28. Real-world applications & uses 
• Healthcare / biotech: Last week’s $MRNA + $MRK Phase 3 win (intismeran + Keytruda in high-risk melanoma) is now the setup; $MRNA sold $2B of converts this week and gave back some of the surge. Still the first major late-stage proof for AI-selected neoantigen mRNA vaccines. 
• Autonomy / mobility: Nevada robotaxi permits for $TSLA, Waymo ($GOOGL) and $UBER remain live alongside Zoox ($AMZN). No new regulatory shock this week. Macro overlay 
Fed Chair Warsh’s first Jackson Hole speech Friday was the week’s other print. He called AI a potential new factor of production and noted capex running ~9% with more than half from the AI buildout — then said inflation has not improved “clearly and at sufficient speed” and the Fed would “have work to do.” September hike odds jumped toward ~60%. Yields spiked, gold and bitcoin slipped, and richly valued AI names faded into the close. What’s expected next week 
Labor Day week is thin. Watch residual digestion of the NVDA/MRVL/CRWD prints, whether the Hugging Face deal firms up, and if Warsh’s hawkish tone starts compressing AI multiples. Software bookings and any incremental Ohio-campus or financing detail remain the next real stack signals. Chips guided 70% growth a year out, security software just accelerated ARR, vaccines and robotaxis are already in the field — and the Fed just reminded the market that financing all of it still has a price. $NVDA $MRVL $CRWD $CRM $MRNA $MRK $TSLA $GOOGL $AMZN $MSFT $MU $AVGO #AI #FullStackAI #WallStreet

AI Stack Weekly: Wall Street’s Full-Stack Recap (Week of Aug 15–21) Infrastructure layer
$NVDA dropped the biggest news: up to $105B guarantee + $1.5B investment backing OpenAI’s massive 8GW Ohio data center (exclusive Nvidia chips, first capacity ~2028). Classic demand supercharge for the entire compute stack — while still sparking circular-financing debates. Chip peers $MU, $AVGO, $MRVL (Google custom-chip warrant deal up to $12.2B) felt the mid-week pressure as AI names pulled markets off record highs. Hyperscalers & models
$AMZN & $GOOGL juiced S&P 500 Q2 earnings with massive mark-to-market gains on Anthropic stakes. Cloud growth continues justifying the CapEx binge even as investors stay selective. Real-world applications & uses •Healthcare / biotech: $MRNA (with $MRK) crushed it — personalized mRNA cancer vaccine (intismeran) + Keytruda met Phase 3 endpoints in high-risk melanoma, cutting recurrence and spread risk. AI tools helped select the best neoantigens from each patient’s tumor. Shares more than doubled; first major late-stage win for mRNA cancer tech. Broader AI drug-discovery momentum keeps building across pharma. •Autonomy / mobility: Nevada approved robotaxi permits for $TSLA (up to 5,000 vehicles), Waymo ($GOOGL), and $UBER in the Las Vegas area — joining existing Zoox ($AMZN) ops. Pure AI-driven self-driving scaling in a major tourist market. What’s expected next week
All eyes on Wednesday Aug 26: $NVDA Q2 earnings (after close). Street looks for ~$92B revenue (nearly double YoY) and ~$2.08–2.09 EPS. Key focus: data-center demand durability, Blackwell/Rubin ramp, next-quarter guidance, China exposure, margins (~75%), and details on those big financing deals. Options imply ~6% move either way — closely watched by $MRVL, $MU, $AMD, $ARM. Also on deck: $CRWD, $CRM and other enterprise AI software results for spending signals; $MRVL later in the week; Jackson Hole (Aug 27–29) with Fed Chair Warsh’s speech (rates & AI CapEx financing implications); Hot Chips conference wrap-up. Macro (PCE) could set the tone for the whole AI trade. From chips → cloud → personalized vaccines and driverless fleets, the full stack is delivering. Next week’s $NVDA print is the biggest near-term test. $NVDA $MRNA $MRK $TSLA $GOOGL $AMZN $MSFT $MU $AVGO $MRVL $UBER $CRWD $CRM #AI #FullStackAI #WallStreet