Wants to buy NVDA around $180-$185, seeing it as high quality and potentially undervalued despite recent gains.
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The Stock Market MELT UP is Happening
Mark Roussin, CPAMay 9, 2026
The creator discusses the concept of a stock market "meltup," characterized by rapid price increases driven by momentum and FOMO, contrasting it with fundamental-driven bull markets. While acknowledging historical examples where meltups were not supported by earnings, the creator suggests the current market, particularly in technology, may be different due to strong earnings, free cash flow, and significant capex spending in areas like AI and cloud infrastructure.
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AMD shows strong revenue and earnings growth, but the current valuation is considered high, leading to a hold stance.
Micron's phenomenal quarter and strong growth are noted, but the 100% stock move is questioned, leading to a hold stance.
Amazon's significant capex in cloud and AI infrastructure points to robust business fundamentals.
Alphabet's large investment in capex, particularly for AI and cloud, suggests strong growth potential.
Meta's substantial capex in AI and cloud infrastructure indicates strong underlying business momentum.
Microsoft's significant capex spending on AI and cloud infrastructure supports a positive outlook.
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