$NVDA is going to release one of the most advanced laptops/CPUs ever and the market thinks that’s a bad thing?
When this thing turns it will go violently. Glad I’m in with shares + calls
$DELL up big server rack orders. $MU up big on memory demand.
But what does this all pile into? Data centers and inference. All funnels to $ORCL. 6/10/26 will be a big day for AI