mikeduensing

[mikeduensing @mikeduensing]

@Thomas_james_1 Thomas and team are very talented, and their process for delivering profit is remarkable.

[mikeduensing @mikeduensing]

@EliteOptions2 EliteOptionsTrader is fantastic and has helped me with consistent profitable trades.

[The Inner Circle Trading Group DP David Prince @epictrades1]

$ONON On Holding named 'Bullish Fresh Pick' at Baird PT $63

[mikeduensing @mikeduensing]

One of my hobbies is nature photography and writing. I have started combining those into short videos (about 12 min), so I thought I would share here. This one has my thoughts on the beauty of nature and ultimately God’s hand in it.
https://t.co/PjegpgJ5qN

[mikeduensing @mikeduensing]

@The_RockTrading Fantastic!

[The Rock Trading Group @The_RockTrading]

Awesome week, I'm just sitting on cash now in most my accounts and all cash on #TRTCHALLENGE

Will announce new positions, if any.

$ARM $GOOG $MSFT $SBUX $AAPL 5/5 on the week.

$QQQ bang bang target hit. 528+

[mikeduensing @mikeduensing]

@The_RockTrading awesome!

[Mike Investing @MrMikeInvesting]

I AM FINISHING THE 2025 $100 TO $100,000 ACCOUNT CHALLENGE THIS WEEK! ☢️

I TURNED $100 INTO $380,000+ IN 10 DAYS DURING THE FALL; MILLIONAIRES WERE MADE SIMPLY BY FOLLOWING ME

LIKE THIS POST AND ILL ADD YOU TO MY FREE GROUP WHERE I POST ALL OF MY TRADES THAT I TAKE ❤️
$SPY

[OSINTdefender @sentdefender]

Strikes by the Russian Air Force in and around the Opposition-Controlled City of Idlib in Northwestern Syria tonight, with reports of several Casualties.

[Real Blonde Broker @blondebroker1]

Follow my Discord partner, friend and best pattern analysis in the market!

[mikeduensing @mikeduensing]

@elonmusk I wholeheartedly agree, and actually just completed a short video on how forgiveness = peace. Video here if interested-> https://t.co/Wy0qmDjKAe

[Stock Pattern Pros/Tim @StockPatternPro]

$NVDA pattern forecast played out beautifully. Thanks for all the follows, likes and shares. I'll be back late next week to share an endless supply of pattern chart content. Best of luck and blessings to all. Join @blondebroker1 and I live each day in our Discord.♥️✝️🤲 Thanks for your support!

[Stock Pattern Pros/Tim @StockPatternPro]

Got you out at 140 high and back since this low. This pattern has been spot on and printing BIG. Congrats longs! Join our discord and level up and learn deep Pattern analysis.

[Stock Pattern Pros/Tim @StockPatternPro]

$TSLA Boom!! Shared June 26th 220!! BEAUTIFUL!! Congrats longs! same Q2 gap up pattern last year shared in Discord. Join us in Discord.

[Stock Pattern Pros/Tim @StockPatternPro]

$NVDA will likely reach 140 this coming week by Thursday. Looking for a quick Nasdaq drop and consolidation after that could last a full short term cycle before heading back up to retest the top into the middle of July.

[Banana3 @Banana3Stocks]

$MBLY

Just added more of the August $50 call contracts!!!

Not financial advice!

[mikeduensing @mikeduensing]

@StockPatternPro Tim - your skills are incredible and I have profited greatly from your guidance. Joined your room! 👍

[mikeduensing @mikeduensing]

@TomWsf @fundstrat I second that. Menu views persist while navigating any where on the website, not just videos. Would love for this to be resolved!

[Banana3 @Banana3Stocks]

$NVDA

Earnings Report

You already have the earnings report. $META increased the midpoint of its capex, $GOOGL and $AMZN the same. These are all increases in AI data center rollout as they all said on the conference calls. This is for the Blackwell uptake. As I wrote in detail in the post below there’s no way they can be without Blackwell as it saves time & money. Even Coreweave announced it would double its spend over the next 6-12 months which is around 7.5B & that’s one of the little guys

The key to this earnings is a few things in my mind. The demand story and backlog is understood so the only worry is there enough chips that can be made on the supply side & we already have that part of the earnings report as I mentioned when $TSM reported. In a post at TSM earnings I wrote that one of the highlights were Taiwan semi had said they had almost doubled their capacity, I repeat double 👀. That’s to facilitate all the Grace Hopper rollout & prep for Blackwell

So we know that the CSP’s (cloud service providers) increased their already large cap-ex more than expected as that’s one of the things that has hit META and AMZN should be NVDA’s benefit. Then we know that increased “cap-ex aka ordering” can be met by TSM

So, we are still judging this company by its great demand for chips, how much they sell, and basically,y its margins and figuring out let’s call it a “special hardware” multiple for the stock. That’s why it trades extremely cheap for its growth at 35 times forward earnings because hardware companies have the fear of being “commoditized” sooner or later…

However, software companies have far larger multiples than hardware companies because their “Recurring Revenue” has large margins and stability in the model…

Sooooo, I bring to you the soon to be largest software company in the world and for it to trade at a 35 forward PE with the fear of constantly being competed out which is a joke if u really understood the tech but I digress, but it’s time…this earnings could be the precipice of this story…

DGX

The NVDA Enterprise 🥰. WILL BE BIGGER THAN MSFT ENTERPRISE ITS NOT A GUESS ITS MATH!

Jensen keeps trying to tell people but I see it keeps going over everyone’s heads even technologists. You see NVDA Enterprise will serve as a layer of Software for the DGX cloud. This is basically a super computing service. They can’t be without it. Let me prove to you that’s it’s bigger than MSFT Enterprise. Already the biggest companies in the world, the ones that provide so called enterprise software to corporate clients…they themselves are signed up & already using the DGX cloud software service

It’s 4500 bucks per each chip per year plus a lot of other let’s call it “accoutrements”. As the so called competitors try to still catch up to the H100, many of you will remember my detailed peace on the Grace Hopper platform before anyone knew or were talking about it. One of my highlights was that while everyone thought competitors were coming for NVDA GPU’s, they went & destroyed everyone in the CPU world with Grace Hopper, & now Blackwell….but but, here’s the whole connective tissue; now as all the of these chips and platforms roll out, with thousands being fulfilled and ordered, that’s alllllllll software - enterprise software that’s about to come on line and what’s important to our stock is if it’s in the GUIDE. If they breakout some more color around SPECIFIC numbers on DGX cloud and more color around another software as a service that they rolled out at GTC which is the Nvidia Inference Microservices, any color and numbers will allow analysts to start plugging numbers into a SAAS model

Conservatively speaking and discounting everything I just said on the software side, I’m forecasting 29 bucks and change of forward EPS, and using the current 35 multiple gives me…

30 x 35 = $1050 😘

My target is 🎯$1010

It deserves a 40 multiple soon if the software side shows a run rate that analyst can model

Much love 💛💛💛

[mikeduensing @mikeduensing]

@Banana3Stocks Excellent analysis and very helpful - thanks Banana!