Source Post

This AI Stock Could Crush Nvidia

The creator discusses the strong performance and future potential of chip stocks, particularly Nvidia, highlighting record order backlogs and accelerating sales. While acknowledging Nvidia's impressive growth and his own significant holdings, he also notes potential headwinds from the options market. He expresses a strong conviction to hold Nvidia through the end of the decade, seeing it as a potential winner in quantum computing as well.

Linked Mentions

Tickers discussed in this post

CSCOBullishMedium ConvictionSignal-backedSecondary

Cisco Systems released strong earnings due to their role in expanding data centers.

WDCBullishMedium ConvictionSignal-backedSecondary

Western Digital is a rallying memory stock benefiting from data center demand.

GOOGBullishMedium ConvictionSignal-backedSecondary

Google is expected to be a winner in the long-term quantum computing space.

MUBullishHigh ConvictionSignal-backedPrimary

Micron's numbers are blowing Nvidia's out of the water with massive sales and earnings growth.

BENeutralMedium ConvictionSignal-backedSecondary

Bloom Energy has a strong order backlog, doubling its sales, indicating future earnings potential.

AAPLNeutralLow ConvictionResearch Only

Apple is mentioned as a stock President Trump is buying and a major player in China.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned as one of the AI chip stocks President Trump is buying.

AVGONeutralMedium ConvictionResearch Only

Broadcom is mentioned as one of the AI chip stocks President Trump is buying.

NVDABullishHigh ConvictionSignal-backedPrimary

Nvidia is expected to crush earnings and continue its rally, with a strong buy and hold recommendation through the decade.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened May 17, 2026
-1.11%
MU
buy opened May 17, 2026
+46.84%