TheValueist(@TheValueist):$NVDA $MU $SNDK $LITE I've been racking my brain on the GAI infrastructure sell-off, and I simply can't get there. I moved positions around to capitalize on the sell-off, which I believe is transitory. Irrespective, any price action this strong and quick must be respected and considered. The point I don't understand or like is LITE selling itself at this stage. That screams bearish to me, and we'll need to see what the deal announcement and terms look like. If you are in the driver's seat and see 3 years of tangible, significant growth ahead, you wouldn't be selling yourself today. Intelligence is a mountain without a top.

2026.10.31 03:10

$NVDA $MU $SNDK $LITE I've been racking my brain on the GAI infrastructure sell-off, and I simply can't get there. I moved positions around to capitalize on the sell-off, which I believe is transitory. Irrespective, any price action this strong and quick must be respected and considered. The point I don't understand or like is LITE selling itself at this stage. That screams bearish to me, and we'll need to see what the deal announcement and terms look like. If you are in the driver's seat and see 3 years of tangible, significant growth ahead, you wouldn't be selling yourself today. Intelligence is a mountain without a top.

TheValueist@TheValueist

2025.08.07 17:50

Key point here. GPT-5 was trained on $NVDA H100s. Models trained on NVDA Blackwell GPUs will be another leg up in performance. Intelligence is a mountain without a top.