🚨No emotion let's call things how it is. $GME
>June 25-30th was the window I announced in April for the start date of this Macro POI. It landed perfectly, GME up 10% so far in the window.
>However it's not moving with speed which communicates delay. But NOT a Macro delay (2 months), just a Micro (1 week). If we get to July 9th and GME is not $26 then you can call the Macro delay to August in play.
📅 Micro POI's for July are:
9th
17th
‼️ Nothing is out of the ordinary here, AMC just ran 200% in slow motion with a larger fractal. GME only needs 13.8% more to hit $26.2 the highest supply zone locally.
Give it a week. Route below is how it should play if $26 is taken here.
Nvidia $NVDA just announced a new business model that
"opens up compute access to the fast‑growing AI ecosystem of startups, model builders, enterprises, research organizations and regional AI players."
The problem it's solving: emerging AI companies have struggled to get financing for compute, even when they sign long-term commitments.
Nvidia's fix is a new business model where AI clouds buy Nvidia infrastructure, then Nvidia takes a cut of the cloud revenue on top of the standard hardware sale.
That means Nvidia now earns a recurring, usage-linked stream instead of a one-time hardware sale.
Two companies are already building under the new model:
Sharon AI is deploying up to 40,000 Grace Blackwell GB300 GPUs. Firmus is building a 360 megawatt AI factory campus in Indonesia, scaling to as many as 170,000 Nvidia GPUs.