Bob Loukas 🗽(@BobLoukas):I know there are plenty of high flying AI names to punt on, but $NVDA feels on the cusp of yet another expansive move. Yes it’s a $5T stock, so maybe the upside is “limited.” But hard to ignore the growth rate and dominance. I’d take a higher conviction double in a name like this over speculating on which smaller company will participate.

Bob Loukas 🗽

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Bob Loukas 🗽@BobLoukas

2026.09.29 15:13

I know there are plenty of high flying AI names to punt on, but $NVDA feels on the cusp of yet another expansive move. Yes it’s a $5T stock, so maybe the upside is “limited.” But hard to ignore the growth rate and dominance. I’d take a higher conviction double in a name like this over speculating on which smaller company will participate.