This week's search term: "Nvidia bull x"
Options seem to indicate a move +/- 10% could happen for $NVDA. No idea if that's correct or not.
## Positives
* Representatives for nation states still want to meet with Jensen. They won't be developing custom chips like some hyperscalers.
* The guidance from last earnings call was probably a little conservative, giving Nvidia a change to beat it today. That being said, the guidance was nothing short of phenomenal.
* Potential delays of Blackwell, which has been written lots about. Well, a bump in the road maybe. I think the different hyperscalers will be buying anyhow. If they can't get Blackwell, they'll buy Hoppar instead. Sundar Pichai/Google: -“the risk of under-investing is dramatically greater than the risk of over-investing for us here, even in scenarios where if it turns out that we are over investing”. A bit like a regular morning at pusher street. If there's no heroin available, people will buy fentanyl instead because they need something. They might even buy some fentanyl/Hoppers in either case because they are known to work and are cheaper to buy (not operate/use). The stock market might not view it in the same light though.
* $SMCI and $Dell are busy as bees. $TSM yesssir. $MU and $000660.KS too.
* Jensen focuses on one thing only: Nvidia
## Dangers
* Since the stocks is more or less priced for perfection, the market probably doesn't require much for a sell-off.
## Action
A small leverage here is probably OK for me. Might pay for my upcoming dental work.
