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I remain constructive on $NBIS , supported by accelerating AI infrastructure demand and expanding data center capacity. Its strategic positioning in AI compute provides a compelling long-term growth outlook.
I remain constructive on $NBIS , supported by accelerating AI infrastructure demand and expanding data center capacity. Its strategic positioning in AI compute provides a compelling long-term growth outlook.
I remain bullish on $NOW as ServiceNow continues to emerge as a key platform for enterprise AI adoption. Q2 2026 subscription revenue grew 24.5% year over year to $3.88B, while ServiceNow AI surpassed $1B in annual contract value.
Raymond James just raised its $NVDA target to $515, implying a ~$12.4T valuation.
At ~30× FY2028 EPS, that may look aggressive—but with exceptional growth and margins, it’s not impossible.
At ~12× FY2028 EPS, $NVDA still looks deeply undervalued to me.
$DELL $MRVL $ARM $PLTR $QCOM are showing strong momentum today. If the broader market stays supportive, these names could make another strong move over the next two sessions. $MRVL earnings today add an extra catalyst.
📺 BIG MOVE MAY BE COMING
$NVDA earnings are the catalyst, while $SPY and $QQQ remain tightly compressed.
$SPY above $768 → $772
Below $762 → gap fill in focus.
A breakout could be close.
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