Think $NVDA about to go on another monster run after over a year of consolidation.
Very bullish on them building this royalty like business by providing financing for capex.
Will turn it into a similar capital light business like Apple services
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Gmoney says $NVDA could be setting up for another major move while $NBIS has $300 in sight
“Nvidia has had a long consolidation, and I think at some point it’s really going to start to catch legs.”
“As people start to realize that Nvidia is not over-levered and that they’re doing the right moves for their business and AI long term, I think it’s going to have another powerhouse move up.”
“Nebius is just the darling right now. I think $300 is a magnet.”
“The biggest overhang for Nebius is that they have an ATM, which means at some point they’ll sell stock to raise money.”
“But regardless, the numbers were good. I was reading it and I was like, I don’t see any hair in this whatsoever.”
FT @hunterorrell @gmoneyNFT x @fullportshow
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